I often pushed back by saying that given the enormity of problems that the
Tinubu government faced at inception, five months or so were inadequate to
judge. And that was not just a convenient deflection.
There are, of course, American presidents who made a mark after 100 days in
office, notably, Franklin D. Roosevelt, John F. Kennedy, and Barack Obama. But
you don’t make them often, whatever may be the fetish of 100 days in office
popularised by the U.S. After all President Clinton had a rocky 100 days in
office only to end up the first Democratic president to be elected to two full
terms after Roosevelt.
Unusual election
Nigeria’s 2023 election was so contentious that even though voting ended in
February and a president was announced almost immediately by the electoral
commission, it wasn’t until eight months later that the Supreme Court finally
upheld his election. Tinubu was, as we say, hugging the chair with just one
side of his buttocks. Of course, he had taken decisions from day one for which
he must be held accountable, even if he was hanging on by a thread.
Perhaps the most consequential was his announcement, adlib, that “fuel subsidy
is gone.” The removal was overdue. A good number of people agreed, even though
some opposed the precipitous announcement and the subsequent merger of the
exchange rate as evidence of Tinubu’s overzealous attempt to please the IMF
and World Bank. It might also have been an honest attempt by him to preempt
being taken hostage by the bureaucracy.
Whatever the motivation was, it backfired; not because of the announcement,
but because the government seemed totally unprepared to manage the fallout.
There was, strictly speaking, no government to speak of at the time. The chaos
that followed the announcement piled on the chaos that Tinubu met in office.
Buhari did nothing?
It would be unfair to say that Tinubu’s predecessor and fellow partyman,
President Muhammadu Buhari, did nothing in eight years. The problem was that
those who installed Buhari, chief among whom was.
Tinubu, and those who thought he could do the job, including myself, were
unfair to Buhari. He wasn’t up to the job, but we didn’t care. In his
incompetence, he put Nigerians through shege and left behind for his successor
a legacy of shege banza, if you’ll excuse my French.
The fallouts of COVID-19 and the supply chain problems off the back of the war
in Ukraine made things tough for Buhari. But what has come to light even from
the management of these crises was his absence most of the time. He loved his
title far more than he understood his job.
Perfect storm
His successor descended into a perfect storm: inflation at nearly 22 percent;
unemployment at 33 percent; foreign exchange scarcity and declining revenue
from oil sales; a looming debt crisis; a population surging ahead of GDP; an
inefficient, lopsided and bloated public service; rampant insecurity; and
broken confidence in government. Don’t even add the dysfunctional relationship
between the fiscal and monetary authorities.
In the last four political transitions since 1999, the Buhari-Tinubu
transition has been the most fraught, incomparable in hazard with the one
between President Goodluck Jonathan and Buhari in 2015, which was supposed to
have been a hostile takeover. Yet, the Buhari-Tinubu transition was a handover
from the ruling All Progressives Congress (APC) to itself.
Tinubu’s cross
But Tinubu has to be judged by what he has done or failed to do, especially
since he has said, repeatedly, that he asked for the job and would not invite
any pity party. It was not Buhari’s fault, for example, that he couldn’t form
a cabinet until 56 days after taking office.
Nor was Buhari to blame that when Tinubu finally composed his team, he
selected, with a few exceptions, mostly people whose major credential was that
they knew someone who knew someone who knew the president. The drama around
some of the appointments and the screening are a subject on their own. That
had nothing to do with Buhari.
The rot was deep. But the treatment – the radical attempts to scrap market
curbs and tighten fiscal and monetary controls – appears, for now, worse than
the disease, leaving large sections of the population struggling and
impoverished.
The compound chaos was neither entirely unforeseen nor inevitable. Buhari left
behind a near-bankrupt treasury and ran his government for the most part by
printing money. Getting the economy back into gear was going to depend largely
on the unpredictable receipts from oil sales, which in turn was going to
depend on less oil theft and a higher production quota. Foreign investors’
confidence had also been undermined by excessive price controls; while on the
domestic front, rampant insecurity kept food prices high.
Approach matters
A far more careful calibration and better management of public expectations
than Tinubu’s government’s zeal suggested might have produced a different
outcome. Unfortunately, a lifetime’s worth of suffering appears to have been
laid out in a terrifically short time.
Yet, while some of it is inevitable, a few of the problems of the past year
have been fostered by vested interests determined to complicate the
government’s misery. Take two examples: the pushback by currency manipulators,
and the organised crime in Ministries Departments and Agencies (MDAs).
In the first case, it is difficult to know who was the more complicit – the
commercial banks (often in cahoots with state governors) or black-market
operators. The incestuous relationship between the two, aided and abetted for
years by the Central Bank, fed off cheap government funds, producing an army
of white-collar criminals who became multimillionaires by exploiting multiple
trading windows.
Our monkey worked for their baboon to chop. Once Tinubu’s government said
enough, the manipulators and their crypto ground soldiers launched a
blistering counter-attack. The fight is still on.
The second main war has been with the demon within, elegantly called the MDAs.
A source told me not too long ago that some of these government agencies,
particularly NPA and NIMASA, among others, illegally locked down about $3.8
billion, from receipts. While they lied and lied that there was no “cash
backing” for capital projects, they withheld forex remittances to the Central
Bank and also cut deals with bank officials to roll over the principal sums,
as they creamed off the interest.
Tinubu’s searchlight in these places has unleashed a firestorm from vested
interests, now aligned with sections of the political class to paint his
government in the worst light possible.
Gift of exaggeration
The problems of Tinubu’s government in the last one year have been partly
self-inflicted, and partly unavoidable. But the criticism of his government as
a disaster, mostly by politicians who can’t wait for the next general
elections in 2027, is exaggerated.
If ongoing structural reforms are paced, oil production quota keeps trending
up, and the government leads by example, finding disciplined ways to manage
the impact of tighter monetary controls on the cost of funds, things might yet
look up sooner than later.
It’s doubtful that any of those who vied with him for the presidency could
have done better, whatever they might say from their easy chair. What Tinubu
still has going for him are his courage, foresight and staying power. Now, he
has a shorter runway to make them produce concrete results in the lives of
citizens.
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