Can Electric Mobility Become Africa's Next Infrastructure Investment Opportunity?

Electric mobility is rapidly becoming one of Africa's most compelling infrastructure investment opportunities. As battery costs fall and commercial adoption accelerates, EVs are creating new opportunities across energy, transport, manufacturing and industrial development. Hosted by Energy News Network (ENN) and The Electricity Hub, Let's Talk Energy continues its series recorded at the Africa Energy Forum 2026 with Nikhath Akhtar Zigmund, Senior Investment Advisor and Head of Kenya at African Infrastructure Investment Managers (AIIM). The conversation explores how electric mobility is creating investment opportunities beyond the vehicles themselves, from charging infrastructure and battery ecosystems to electricity demand, grid development and local manufacturing. Nikhath also explains why investors are increasingly backing the infrastructure that supports the wider EV ecosystem and what will be needed to scale the sector across Africa. The episode examines how early-stage capital, supportive policy and long-term infrastructure investment could help Africa move beyond importing electric vehicles to building competitive regional EV industries that support the continent's industrialised future.