Sidy's Intelligence Brief — Markets

Markets

Demand, structure, frictions, power and opportunity in a defined market.

2026-09-24

Airport Slots: At Congested Airports, Time Is Part of Market Access

At a congested coordinated airport, aircraft and passenger demand are not enough to create market access. A carrier also needs authorization to operate at the time its schedule requires. The scarce input is therefore not only airport infrastructure, but usable access to that infrastructure in time.

14 min read
2026-09-22

U.S. Uranium Procurement: Today’s Delivery Was Often Negotiated Years Ago

The U.S. civilian uranium market cannot be read from the spot price alone. In 2025 most reactor-operator deliveries arrived under long-term contracts, while inventories and already-contracted future volumes reduced immediate buying needs and later uncovered requirements marked where utilities would eventually have to return to the market. The useful question is therefore not only what uranium costs today, but how much future fuel need is already covered, by what instrument, and for how long.

17 min read
2026-09-21

WAEMU Government Securities: One Currency, Different Prices for Sovereign Funding

WAEMU sovereigns borrow in the same currency and through a shared regional market, but they do not borrow at one common price. Auction yields still differentiate issuers, maturities, liquidity, timing and demand. The useful signal is therefore not the coupon printed on a bond alone, but the price and yield at which investors actually accept the security.

14 min read
2026-09-20

Container Shipping: Fleet Capacity Is Not the Capacity a Shipper Can Actually Use

The container-shipping market cannot be read from global fleet TEU alone. What shippers can actually buy depends on where capacity is deployed, how networks and vessel-sharing arrangements allocate it, how much capacity disruption absorbs, and whether services arrive reliably enough to be operationally useful.

14 min read
2026-09-17

Carbon Credits Are Not One Commodity — Eligibility Is Splitting the Market

Carbon credits share a nominal unit — one tonne of CO2e — but they are not economically interchangeable. Buyer use, compliance eligibility, integrity assessment, methodology, project type and transaction structure increasingly divide the market into segments with different buyer sets, sales friction and price formation.

16 min read
2026-09-16

WAEMU Digital Payments: The Market Is Moving from Access to Everyday Use

WAEMU has already built broad electronic-money reach; the harder market problem is now turning accounts, merchant acceptance and interoperable rails into frequent, trusted, low-friction everyday payments.

14 min read