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China’s Battery Breakthroughs May Leave Some Developing Countries Behind

Chinese researchers and firms are accelerating the race towards the next generation of battery technologies, and this will undoubtedly reshape the fortunes of countries heavily reliant on cobalt and nickel exports.  Today, most electric vehicles utilize lithium-ion batteries that are made ...

Crude Deals or Clever Design? Unpacking China’s Resource-Backed Finance in Africa

It is not every day that a highway is paid for with barrels of oil. Yet in parts of Sub-Saharan Africa, that is exactly how some of the region’s largest infrastructure projects are being financed. Instead of tapping their treasuries or issuing sovereign bonds, governments are ...

U.S. Bids to Trump China in DR Congo Mining Rush

The United States wants to secure its supply of strategic minerals in conflict-torn Democratic Republic of Congo, hoping to challenge China's near-monopoly on the lucrative sector. While the strategy has been in the works for years, Washington has doubled down on ...

Lobito Corridor Not Intended to Counter China in Africa, Says New CEO

The Lobito Atlantic Railway (LAR) corridor is purely a commercial venture with “zero geopolitical considerations," said the new CEO, Nicholas Fournier, in an interview with the South China Morning Post newspaper. Fournier said the upgrade of the massive 1,800km-long railway that ends ...

How Chinese Companies Weigh Risk Against Profit in Africa’s Volatile Goldfields

Is Africa’s gold rush worth the life-and-death risks? Armed militants regularly storm mines in Ghana, Mali, and the Democratic Republic of Congo, wrecking equipment, kidnapping workers, and demanding ransoms. Embassies have even urged Chinese firms to pull out. Yet with gold ...

Analysis from Cobus van Staden

Revealing Reactions to China’s Festival of Optics

In terms of geopolitical optics, this week was nothing short of a banquet. It served up at least two sets of images that seem to crystallize our historical moment and that will live on in the Wikipedia of history as shorthand for where the world was in 2025.
One is the waves of uncannily synchronized soldiers and a bewildering array of high-tech weaponry gliding down Beijing’s Chang’an Avenue. The ...

U.S. Sanctions Hong Kong Firms Over Illegal Mining in the DR Congo

The U.S. Treasury Department on Tuesday imposed penalties on a pair of Hong Kong-based companies for "destabilizing activities in the DRC" that involved the purchase of illegally sourced minerals. The companies were allegedly operating in an area near the far eastern city ...

New Video Surfaces of Congolese Soldiers Beating Miners at the Behest of Chinese Nationals

The Congolese human rights NGO Justicia Asbl released a shocking video on Sunday that was purportedly recorded on July 23rd, showing Congolese FARDC soldiers beating a trio of local miners with their hands bound at the behest of Chinese nationals. The incident ...

China’s Copper Smelting Boom Backfires Amid Global Supply Strains

Over the past decade, China positioned itself as a leader in copper refining, accounting for more than half of global capacity. Its strategy designed to secure control over key critical minerals meant to power everything from clean energy grids to electric vehicles, defense equipment, and construction ...

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 ...

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 ...

Europe’s Green Mining Regulations May Push Africa Closer to China

While Europe’s environmental policy to limit carbon emissions is well-meaning and aims to fight climate change, it could actually make things worse for Africa. Instead of helping the continent to develop its industries, EU policy might instead give China more control over access to valuable mineral resources, ...

Canadian, Chinese Companies at Odds Over Impact of Seismic Activity on Congo Copper Mine

The Democratic Republic of Congo's Kamoa-Kakula copper mine, co-owned by China's Zijin Mining and Canada's Ivanhoe Mines, is at the center of a dispute following seismic activity that has temporarily halted underground operations. Zijin Mining reported multiple instances of roof falls ...
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