Mar. 21 at 3:31 PM
$RECAF 10 Days — The Final Countdown
Chevron and Exxon recently issued near‑identical updates: higher CapEx, long‑term plans, new exploration pushes, and a clear focus on securing low‑cost, onshore, (because offshore is not low cost), long‑duration West African resources. These aren’t random releases — they’re coordinated signals from two majors preparing to deploy billions.
Now line that up with ReconAfrica: Brian’s “all eyes are on us” at KW‑1X, the last three months of silence, and a flow test 1st expected early Q1 with start, still unannounced as we enter Q2. A freeze like this only happens when something larger is in motion.
For anyone following this basin, this well, and this team, the conclusion is obvious: we’re at a turning point. Whether it’s a Buy-Out, JV, strategic deal, or development plan, the silence is the signal. Between now and April 1, 2026, the future of Kavango West will surely be defined, one way or another.
