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Subscribe for more videos like these ➡️ / @econflics Ethiopia just turned on Africa's biggest dam. Egypt calls it an existential threat. Here's what the data actually shows Ethiopia's Grand Ethiopian Renaissance Dam is now fully operational — 74 billion cubic meters of water, enough to hold 1.5x the Blue Nile's annual flow. Egypt, which gets 97% of its water from the Nile and just 18mm of rainfall annually, calls it an act of aggression.But this isn't just a water dispute. It's a story about debt sustainability, infrastructure sovereignty, and a $161 billion debt bomb sitting beneath one of the world's most critical shipping lanes.In this video, we break down: → Why Ethiopia financed a $5 billion dam without a single dollar of Western funding → Egypt's $71 billion foreign currency debt cliff — and why water risk makes it worse → What the Suez Canal's $9 billion in annual revenues has to do with Nile hydrology → How to think about Egyptian and Ethiopian assets in your portfolio right nowThis is African economic intelligence — data-driven, contrarian, and built for investors who want to be early. SOURCES: Ethiopian Electric Power: GERD Technical Specifications & Generation Capacity (2025) World Bank: Egypt External Debt Report, $161B total external debt (2024-25) IMF: Egypt Article IV Consultation, debt servicing burden analysis (2024) Nile Basin Initiative: Blue Nile flow contribution data (85% during flood season) Egyptian Ministry of Irrigation: 1959 Nile Waters Treaty, allocation framework African Development Bank: Ethiopia Power Sector Assessment (2023) USGS/Nile Basin Hydrology: Annual rainfall comparison data (Egypt 18mm vs Ethiopia 848mm) Suez Canal Authority: Annual revenue report, $9B+ (2024) Reuters: Egypt-Ethiopia diplomatic negotiations timeline (2011–2025) African Union: GERD mediation framework documentation Tags #AfricanEconomics #NileConflict #GERD #EgyptEthiopia #EmergingMarkets Fair use / copyright notice All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please send us an email to, econflicschannel@gmail.com, and we can sort it out. This video is for educational and informational purposes only and does not constitute financial, investment, legal, or tax advice. The views expressed are based on publicly available information, research, and opinion at the time of production. Viewers should conduct their own independent research and consult with a qualified professional before making any financial or investment decisions. The channel and its creators are not responsible for any losses incurred as a result of actions taken based on this content. Financial & investment disclaimer This content is provided for educational and informational purposes only and should not be construed as financial, investment, legal, or tax advice. Nothing in this video constitutes a recommendation to buy, sell, or hold any security, asset, or investment strategy. All opinions expressed are personal and based on publicly available information. Viewers are encouraged to perform their own due diligence and consult a licensed financial professional before making any investment decisions. The channel assumes no responsibility for financial outcomes resulting from reliance on this content.