Related Posts

Critical Minerals Weekly Digest:  Strategic Shifts and the New Critical Minerals Landscape

This is a free preview of the upcoming Critical Minerals Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. Introduction This week’s developments signal a turning point in global ...

China’s Biggest Cobalt Miner Faces a Harsh New Reality in DR Congo

The world’s leading exporter of cobalt, China’s CMOC Group, may turn out to be the biggest loser under the Democratic Republic of the Congo’s new export quota policy, which is set to replace the existing moratorium on cobalt shipments beginning in mid-October.

Glencore Weighs Sale of One of DRC’s Largest Cobalt Mines, Reviving U.S.–China Rivalry Over Critical Minerals

The Swiss mining giant Glencore is reportedly talking with prospective buyers for its 75% stake in the Kamoto Copper Company (KCC) in the Democratic Republic of the Congo, one of the company's flagship assets that is also one of the world's largest producers of cobalt. ...

Africa-Asia Relations Beyond China

Africa was especially hard hit by Donald Trump's "Liberation Day" tariffs, which ended years of duty-free access to the U.S. and triggered a rush to find new markets. China's announcement that it will remove all tariffs on African imports undoubtedly provides ...

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 ...

Analysis from Cobus van Staden

The Pain of Un-Polarity

“THE G2 WILL BE CONVENING SHORTLY!”
This post by U.S. President Donald Trump in the run-up to his meeting with Chinese President Xi Jinping last week may end up leaving a more lasting mark than the actual summit he attended.

Get a daily email packed with the latest news and analysis from Africa, Asia, and across the Global South.
Read exclusive insights on the key trends shaping ...

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 ...

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 ...
Page 1 of 381238