Orange Basin, Hard Choices: Ports, Local Content, and Permitting in a Pre-Final Investment Decision (FID) Year (By Tom Alweendo)
Our ambition should be disciplined: build only what is needed for appraisal and early development now; leave option value for scale-up post-FID
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.…