Intelligence library
Research built to be read, cited, and used.
Primary-source intelligence across Ethiopia's economy, investment environment, and strategic sectors.
The $3 Billion Coffee Test
Ethiopia Just Had Its Biggest Coffee Export Year. Now Its Most Important Regulatory Test Is Arriving.
The Import Bill Fell
Ethiopia's Wheat Push Changed the FX Equation. Competitiveness Is Next.
Recovery Without Reinstatement
Ethiopia's Industrial Parks Grow While AGOA Remains Suspended
Banking Liberalization, One Year On
Zero Foreign Licenses, Three Named Suitors, and a Signal That Isn't About Banking Law
ESX and the Architecture of a New Market
A Record IPO, a Missed Target, and the Gap Between Registered and Trading
The Grid Is Green. Not Yet Universal.
Ethiopia's COP32 Moment, Renewable-Energy Strength, and the Electricity-Access Gap
The Deal Is Signed. The Trade Isn't.
What Ethiopia's AfCFTA Implementation Review Found and Why Tariff-Free Access Alone Does Not Create Trade
The Cost of Being Landlocked
Ethiopia, Eritrea, Port Access, and the Business Consequences of Renewed Red Sea Tension
The Diaspora Capital Opportunity
Record Remittances, Formalisation, and the Gap Between Transfers and Productive Investment
The Jobless Growth Paradox
High GDP Growth, Two Million New Workers a Year, and Ethiopia's Formal-Employment Constraint
Ethiopia's Eurobond Restructuring
Africa's Longest Common Framework Resolution and the New Agreement in Principle
Ethiopia's Tax Reform
The Revenue Constraint, the New Legal Framework, and What the Collection Surge Really Means
From ETB 57 to ETB 160
The Devaluation That Unlocked External Financing and Reshaped Ethiopia's Investment Environment
Ethiopia's Pharmaceutical Investment Case
Import Dependence, Local Manufacturing, WHO Maturity Level 3, and the Capacity-Utilisation Gap
Ethiopian Airlines in a Different Category
The Performance Record, Addis Ababa Hub, Cargo Advantage, and Vision 2035
Good Numbers. Real Gaps. Big Ambitions.
Ethiopia's Tourism Sector in 2026: The Dine Initiative, the Revenue Gap, and What Genuine Competitiveness Requires
From Potential to Production
Ethiopia's Mining Sector in 2026: The Zijin Acquisition, the Industrial Tripod, and the Structural Risks That Remain
Two Commodities. One Structural Problem.
Ethiopia's Export Economy Beyond Gold and Coffee: The Composition Problem, the Sectors Falling Short, and What Genuine Diversification Requires
The Economic Ballot
Eight Years of Reform, One Day to Weigh It: What the June 1 Election Reveals About the Economic Contract, the Reform Dividend, and Social Licence
The Price Floor Problem
Why Lower Inflation Does Not Automatically Translate Into Household Relief When the Cumulative Price Level Remains Elevated
Ethiopia at Eight: Reform Audit
A Forensic Audit of Eight Years of Ethiopia's Homegrown Economic Reform Programme
Ethiopia's WTO Accession
Trade Governance, Market Access, and What Accession Means for Investors and Exporters
Big Infrastructure, Small Ecosystem
Ethiopia's Digital Economy in 2026: The Infrastructure Base, the Ecosystem Gap, and What Genuine Competitiveness Requires
Before You Book the Flight
An Investor Intelligence Brief on Ethiopia's Reform Stack, Banking Opening, FX Conditions, and Market Entry Realities
The Surge
Ethiopia's Geopolitical Position and Regional Strategy: Port Access, the GERD Dividend, and the China Relationship
The Reckoning
Ethiopia's Debt Restructuring: Three Creditor Tracks, One Reform Anchor, and the State of the Process in 2026
Open for Business
Ethiopia's FX Reform: The July 2024 Birr Float, What Changed, and What It Means for Business and Investment
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