How to Invest in Nigeria's Beef Supply Chain in 2026

Lagos slaughters roughly 10,000 cattle every day. Nigeria's most advanced beef processor handles 200. That gap is not a management failure. This is what happens when a market that has run informally for centuries meets $2.5 billion in incoming capital from JBS, the world's largest meat processor, which chose Nigeria as its first African country to enter. This episode maps how beef actually moves from the Sahel to the Lagos slab, who aggregates it, where 40% of its weight disappears along the way, and why the informal knowledge systems running underneath the whole thing are not the problem to solve. Three entry points for investors willing to read the chain correctly. Full transcript and notes at comingtoafrica.substack.com.