Two distressed sovereign offtakers sharing one asset. GE/PowerChina consortium terminated in 2022.
Value
$5bn
Target
2033
Bankability
3
Southern Africa · Capital Lusaka
Zambia
Drought exposed hydro concentration risk; the copper-corridor build-out is the counterweight.
AIDI rank 33 of 5421.3m people$29bn GDP10 tracked projects
AIDI composite
0
Continental average 37.13
Explain figure
Continental average 37.13
Electricity access
0%
3.8 GW installed
Explain figure
3.8 GW installed
Tracked pipeline
$0bn
108 registry projects
Explain figure
108 registry projects
Annual gap
$0bn
Estimated investment requirement
Explain figure
Estimated investment requirement
AIDI trajectory 2015—2025
Commitments vs disbursement, $bn
— committed--- disbursed
Infrastructure sub-indices
Project register · 10 tracked (loading)
| Project | Sector | Value | Status | Target |
|---|---|---|---|---|
Batoka Gorge Hydro Scheme Two distressed sovereign offtakers sharing one asset. GE/PowerChina consortium terminated in 2022. | Hydro | $5bn | Feasibility | 2033 |
Lobito Atlantic Railway The flagship Western counter-offer to Chinese resource-corridor finance. Copper and cobalt to the Atlantic. | Rail | $2.3bn | Construction | 2027 |
Mingomba Copper Project AI-led exploration validated by drilling; the first serious Western greenfield copper bet in Zambia in decades. | Mine | $2bn | Feasibility | 2031 |
TAZARA Rehabilitation Concession Fifty years after construction, the original Chinese railway diplomacy asset is being recapitalised. | Rail | $1.4bn | Structuring | 2029 |
Walvis Bay Corridor Logistics Hub Underused capacity looking for cargo; the corridor's problem is demand, not concrete. | Ports + corridor | $0.7bn | Structuring | 2029 |
Umoja Fibre Route (Google) The first intercontinental route to run overland through the African interior rather than around it. | Terrestrial + subsea | $0.6bn | Construction | 2027 |
Kolwezi Battery Precursor Plant The beneficiation test case: whether battery value-add can be retained at source. | Processing | $0.4bn | Feasibility | 2029 |
Zambia Scaling Solar Round II The Scaling Solar template works; ZESCO's balance sheet is the binding constraint. | Solar PV | $0.3bn | Structuring | 2027 |
LEO Satellite Backhaul Rollout Regulatory approval, not capital, determines the map. Licensing has moved faster than any fibre programme. | Satellite | $0.3bn | Operational | 2025 |
Kariba Dam Rehabilitation Plunge-pool reshaping to prevent failure of a dam carrying 40% of two countries' generation. | Dam safety | $0.3bn | Construction | 2026 |
The flagship Western counter-offer to Chinese resource-corridor finance. Copper and cobalt to the Atlantic.
Value
$2.3bn
Target
2027
Bankability
88
AI-led exploration validated by drilling; the first serious Western greenfield copper bet in Zambia in decades.
Value
$2bn
Target
2031
Bankability
25
Fifty years after construction, the original Chinese railway diplomacy asset is being recapitalised.
Value
$1.4bn
Target
2029
Bankability
38
Underused capacity looking for cargo; the corridor's problem is demand, not concrete.
Value
$0.7bn
Target
2029
Bankability
58
The first intercontinental route to run overland through the African interior rather than around it.
Value
$0.6bn
Target
2027
Bankability
76
The beneficiation test case: whether battery value-add can be retained at source.
Value
$0.4bn
Target
2029
Bankability
35
The Scaling Solar template works; ZESCO's balance sheet is the binding constraint.
Value
$0.3bn
Target
2027
Bankability
41
Regulatory approval, not capital, determines the map. Licensing has moved faster than any fibre programme.
Value
$0.3bn
Target
2025
Bankability
78
Plunge-pool reshaping to prevent failure of a dam carrying 40% of two countries' generation.
Value
$0.3bn
Target
2026
Bankability
83
Tracked value by sector, $bn
AI briefing note
Generate an investment-committee note on Zambia: position, what is actually being built, financing structure, key risks and what to watch — grounded in the data on this page.