Lessons for Europe From China’s Critical Minerals Strategy in Africa

While the U.S., India, and countries in the Persian Gulf are all moving quickly to establish new critical mineral supply chains, the European Union is struggling to follow suit, particularly in Africa. The EU currently lacks a cohesive policy framework that ...

Analysts Doubt Congo’s Cobalt Export Restrictions Will Do Much to Boost Prices in the Long Term

The Democratic Republic of the Congo extended a four-month export ban on cobalt exports in a bid to further constrain supply and boost prices of the critical metal that's used to manufacture electric vehicle batteries. The government hopes that by keeping additional ...

China, U.S. Ink Rare Earth Deal; More Trade Pacts Coming

The United States and China have signed a long-awaited framework agreement aimed at restarting rare earth mineral shipments and easing trade tensions ahead of a critical July tariff deadline, U.S. Commerce Secretary Howard Lutnick confirmed this week. The deal, finalized ...

Bots Pushed Anti-China Narrative Ahead of Ghana Mining Ban

By Nicholas Roll Before Ghana banned foreigners from its gold trade earlier this year, an online bot campaign pushed anti-Chinese sentiment, blaming Chinese nationals for exploiting the country and stealing its resources. The west African ...

China’s Critical Minerals Lead Widens as Rivals Struggle to Keep Pace

Despite growing talk of securing alternative supply chains, China has entrenched itself as the world’s undisputed leader in critical minerals, widening a lead that few anticipated would stretch so far, so fast. From lithium to nickel to rare earths, China’s ...

Looking Beyond Mining in the Africa-China Relationship

Last week’s China-Africa Economic and Trade Expo (CAETE) in Changsha, Hunan province drew very little press attention, but it gave a glimpse of the growing centrality of agricultural trade to the Africa-China relationship. The event delivered 176 new project deals worth $11.39 billion. The number ...

Europe’s Lithium Quest Hampered by China and Lack of Cash

By Alvaro Villalobos Europe's ambition to be a world player in decarbonised transportation arguably depends on sourcing lithium abroad, especially in South America. Even the bloc's broader energy security and climate goals could depend on ...

India Desperately Seeks Rare Earth Imports From China Despite Anti-Beijing Rhetoric, Chinese Media Say

Chinese news platform Guancha.cn recently highlighted India’s contradictory stance on rare earth imports, citing multiple Indian media reports.  The Economic Times revealed on June 10 that while Indian Commerce Minister Piyush Goyal urgently sought Chinese rare earths for India’s auto ...

China E-Mobility Weekly Digest: Morocco Secures $282 Million Chinese Battery Plant Pushing Deeper Into EV Supply Chain

This is a free preview of the upcoming Africa EV Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. Topline Insight Chinese battery materials giant Tinci Materials ...

Can Africa Move Up the Critical Mineral Value Chain? The Hard Truth Behind a Familiar Chorus

As China opens its doors wider to African exports, extending duty-free market access to all 53 diplomatic partners on the continent, the announcement was met with applause in ministerial corridors from Nairobi to Niamey. For many, the new policy represents another chance for Africa to claim ...

Critical Minerals Weekly: China’s Rare Earth Reset, Copper Overcapacity, and Zimbabwe’s Big Lithium Gamble

This is a free preview of the upcoming Critical Minerals Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. After months of strategic restrictions, China has agreed to resume rare earth exports to the U.S. as ...

Indonesia Nickel Glut Triggers Mining, Smelter Moratorium Calls

China’s Tsingshan Holding Group, which produces nearly one-third of the world’s stainless steel, has suspended major production lines at its Indonesian nickel smelter, the clearest sign yet that the global nickel market is buckling under glut, collapsing prices, and demand, fueling urgent calls for a moratorium on ...
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