The Archive

15 May 2026

BIPA Filing Velocity: Registrations Are Up, Throughput Is Down

Namibia's business registration numbers look encouraging until you ask how long it actually takes to get a certificate. The answer matters more than the headline count.

15 May 2026

Permit Patience Index, May: Median Mining Licence Wait Climbs to 47 Days

The Ministry of Mines and Energy's own tracking data shows median processing times lengthening again. Operators are less polite about it than the ministry is.

15 May 2026

BoN Reserve Cover at 4.2 Months: What the Smart Money Is Watching

Namibia's import cover has drifted to within a rounding error of the 4-month floor that historically precedes CMA stress. Here is what the number means, what it has meant before, and what a cross-border investor should be doing with that information right now.

15 May 2026

NEEEF as Priced Into a Deal IRR: The Calculator and the Empowerment Math

The 25% ownership clause that didn't survive the 2023 NEEEF Bill revision changed the headline number but not the compliance drag. Here is how mid-tier mining services investors should be running the arithmetic.

15 May 2026

Green Hydrogen Vapourware Watch: The Namibia Scorecard, May 2026

Every major Namibian green hydrogen project has an announced capex figure and a press release. Almost none have a final investment decision. A project-by-project accounting of what was promised, what slipped, and what the gap costs a prospective investor.

15 May 2026

Repatriation Friction Tracker: When ZAR/NAD Becomes the Slowest Part of the Deal

The Common Monetary Area peg holds, but cross-border cash movement between Namibia and South Africa is slower, more expensive, and less predictable than the peg implies. A working account of where capital actually stalls.

15 May 2026

Rosh Pinah Zinc Restart: Who's In, What They Paid, and Whether the IRR Works at $1.25/lb

The cap table on Namibia's largest zinc mine has changed hands through receivership and a contested recovery plan. We show the working on whether the numbers hold at current zinc prices — and where they don't.

15 May 2026

Uranium Quarter: Langer Heinrich Ramps, Husab Goes Quiet, and What Q2 Needs to Look Like

Paladin's Langer Heinrich restart is producing numbers worth examining; Swakop Uranium's Husab has said almost nothing useful since late 2024. Here is what the available data actually shows, and what a credible Q2 looks like.

15 May 2026

Walvis Bay vs Durban for Inbound Mining Inputs: Corridor Math, Dwell, Cost

A cost-and-friction comparison of routing mining capital equipment and consumables through Walvis Bay versus Durban or Cape Town, for operators supplying Tsumeb, the Zambian Copperbelt, and DRC. The corridor optics are good; the numbers are messier.

15 May 2026

Venus Phase 2 Slips Again: TotalEnergies Gives a Direction, Not a Date

TotalEnergies has narrated another timeline shift for Venus Phase 2 without attaching a number to it. For investors pricing Namibian service-economy exposure, 'late this decade' is doing a lot of work.