24/10/2025
Orange Basin, Hard Choices: Ports, Local Content, and Permitting in a Pre-Final Investment Decision (FID) ...
Download logo By Tom Alweendo, Founder of Alvenco Advisory. Namibia is in a narrow window between discovery and decision. TotalEnergies has asked to extend its exploration licence and has already signalled a smaller Venus development, with final investment decision now discussed for 2026. That moves us from big headlines to unglamorous execution: ports, people, permits. If we get those right over the next year, the investment case strengthens. If not, capital that is already mobile will drift somewhere else - Guyana, Brazil or Nigeria. Start with logistics. Namibia needs a serviceable, phased plan for Luuml;deritz and a sensible overflow role for Walvis Bay. Instead, the market saw Namport...
