Subsea Cables & Internet Infrastructure

1. The UK, South Africa, and Portugal POPs are passing traffic today. A. UK POPs include Slough Equinix for most 2Africa consortium members. Many are also at Telehouse London.  B. Lisbon includes both LS1 & the new Altice facility. C. South Africa: CT1, CT2. 2. Raxio is the main 2Africa POP in Abidjan, Ivory Coast. Hand offs also include the CLS itself. Originally the planned PAIX data center was intended to be the main 2African POP. However, it is either cancelled or delayed. Not clear at this moment as I have received conflicting opinions.  3. 2Africa Lagos POPs include MDXI and also new Digital Realty site. The former Medallion DC where most 2Africa SLTEs will be housed only opens its doors in late September. So Lagos may not be live til late 2025. 4. There are plans to extend 2Africa from the Pointe Noir and Muanda cable landing stations to Kinshasa OADC. It will take the form of a fibre ring. The Kinshasa back haul fibre was part of the original 2Africa network plan. ...

1. 2Africa is vastly superior to the older African cables in cost, performance, and footprint. It has 9x the capacity of WACS or ACE. Cross connects are capped at $150 per month at the CLS and most hand offs are at carrier neutral facilities. The cable is buried 2 meters in deep in shallow coastal waters (1000 meters or less in depth) versus 1 meter or less for older systems. It bypasses all known danger spots such as subsea canyons with their debris slides. 2. Sénégal A. ONIX is the main 2Africa POP in Dakar. Note that consortium members are free to place their SLTEs where they desire in Dakar. So other sites may also be on-net. The Dakar CLS just houses the power feed equipment. B. ONIX just opened its doors to customers so expect 2Africa service to begin near year's end. C Sénégal is a significant challenge for capacity buyers because at least one major consortium player elected to skip it. D. I have great 100G pricing for the LS1 to ONIX route at $17.5K a month on a 1 year term...

1. The West coast network from Lisbon and London to South Africa should be all activated by year's end. 2. Note that 2Africa is an open cable system which means each fibre pair and spectrum owner is responsible for their SLTEs. So it quite possible that consortium member X is ready today whereas member Y might be RFS only in December. 3. RFS Guidelines A. London, Ghana, Nigeria, and South Africa will be RFS at the beginning of September. B. Côte d'Ivoire should be live a month later. C. Senegal is at least 2 to 3 months from launch and could be as late Christmas. 4. Buying Guidelines A. I expect the combined impact of 2Africa and Equiano to drive Lisbon/Lagos 100G market pricing below $20K. On this route I recommend 1 year contracts. B. In Senegal, Ghana, Ivory Coast, and DRC you should do long term contracts because there is no guarantee that 2Africa will permanently lower pricing. Short term the cable will do so. But it is least 2 to 5 years before another modern cable lan...

***Senegal is the one of the most challenging on-net 2Africa countries. 1. Sonatel appears to have a monopoly on Dakar metro fibre. This spells trouble. 2. Sonatel's landline infrastructure monopoly may be one reason many 2Africa consortium members declined capacity into Senegal, despite its strategic location as the natural Northwest Africa telecom hub. Another reason might be their lack of mobile operations in that country as Senegal is a small market. 3. ONIX data center is the place to be in Senegal. Carrier neutral and on-net for 2Africa. Most African ISPs coming to me for advice plan to make ONIX their home. 4. I expect 100G pricing to be high due to the dearth of capacity. Figure low 30s for 100Gs to Europe and upper 20s for 100Gs to West African countries. ***Ghana is much friendlier. Many 2Africa carriers are on-net at the CLS and also the very popular PAIX data center. In fact, I know one that has built a ring from the CLS to PAIX reflecting strong demand for the latter. ...