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Lithium Prices Are Crashing, But Some Producers Are Doubling Down. Why?

There is a puzzling shift unfolding in the global lithium market. Prices have collapsed by over 70% from their 2022 highs to around $12,000 per tonne, and yet, against all market logic, some Chinese lithium giants are not retreating.  Instead, ...

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, ...

WEEK IN REVIEW: China Becoming Africa’s Go To Source for Weapons

The Nigerian military signed a deal with Chinese state-owned weapons manufacturer Norinco to set up a factory as part of an effort to develop a domestic arms production capacity in the West African country. The ...

In China’s Wake, India Tries a Cleaner, Fairer Mineral Path in Africa

In January, the Indian government published a new critical minerals strategy that details how the country aims to bolster supply chains necessary for its green energy transition. While the report underscores the importance of developing domestic supplies of lithium and other ...

Analysis from Cobus van Staden

BRICS Announces Numerous New Initiatives

The BRICS group wrapped up its two-day leaders’ summit in Rio de Janeiro on Monday. The summit’s final communique is a 16,000-word doorstop that covers numerous issues from economics to education.
The communique avoids any direct mention of the United States, and references to “unilateralism” and other coded criticism are also relatively scarce. Rather, the communique keeps the focus on the BRICS’ vision of the strengthening and reform of the global multilateral system ...

Colombia Seizes 54 Tons of China-Bound Smartphone Minerals

Colombian police said Wednesday they had seized 54 tons of tin and coltan, a mineral used in smartphones, that had been illicitly extracted by leftist rebels and readied for shipment to China. They valued the seizure, one of the biggest of ...

Kiribati Eyes Deep-Sea Mining Deal With China

Pacific nation Kiribati says it is exploring a deep-sea mining partnership with China, dangling access to a vast patch of the Pacific Ocean harboring coveted metals and minerals. Beijing has been ramping up efforts to court Pacific nations sitting on lucrative ...

China, the U.S., and the Competition for Africa’s Strategic Resources

Southern Africa has become a focal point of geopolitical competition, with the U.S., China, and other global powers maneuvering for influence over key infrastructure projects and critical resources. The Lobito Corridor Project, a railway and logistics ...

Tracking China’s Dominance of the Transition Minerals Trade

U.S. and European leaders often talk about the importance of building China-free supply chains for transition minerals and other critical resources. While, for a lot of people, that may resonate among their constituents at home, the reality is that it's not ...

The Long Game: China’s Strategy for Cobalt and Critical Resources

By Géraud Neema and Eric Olander In the world of critical minerals, where prices fluctuate wildly and geopolitical tensions loom large, China may be demonstrating a mastery of long-term strategic planning. At a time when cobalt prices have plummeted to just ...

Nigeria’s Lithium Boom: Chinese Buyers, Local Struggles, and a Global Race

By Leslie Fauvel At an open-cast mine, Abdullahi Ibrahim Danjija carefully chisels away at a hunk of whitish rock before stuffing a sack with the pieces that break off the walls. In the course of ...

3 Key Trends to Watch for China-Global South Ties in 2025

Trend-predicting – always a dicey enterprise – feels particularly difficult as the Biden administration dries to a crusty stain, and incoming U.S. President Donald Trump waits in the wings huddled in his signature cloud of white-hot incoherence. However, tracking a few ...
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