Showing posts with label mining. Show all posts
Showing posts with label mining. Show all posts

Saturday, July 18, 2026

The US Role in Artificial Intelligence and African Mining

 The Atlantic Council published on 16 July 2026 a report titled "Artificial Intelligence and the Future of African Mining" by Anthony Carroll and Jef Karel Caers.

Colonial-era maps and infrastructure hinder access to the roughly 30 percent of global critical minerals in Africa.  AI-powered mining and mapping tools could help expedite discovery, reduce drilling time, and modernize operations.

The United States should develop "smart mining" partnerships with African countries that advance US security objectives while providing long-term dividends for African nations.  

Thursday, July 16, 2026

Zimbabwe Shuts Down Chinese Lithium Company for Fraud

 Discovery Alert published on 16 July 2026 an article titled "San Ding Lithium Shutdown: Zimbabwe's $3.65M Mining Fraud Exposed" by Muflih Hidayat.  

Zimbabwe holds Africa's largest lithium reserves and Chinese companies have invested more than $2 billion in the lithium sector.  China's San Ding Lithium operated through the fabrication of receipts and invoices to disguise fund diversions.  Zimbabwe charged two San Ding Lithium officials with two charges of fraud and shut down the company.

Sunday, July 5, 2026

China, the US and Africa Green Minerals Strategy

 China-Africa Security Radar published on 5 July 2026 a commentary titled "China, the United States, and Africa's Green Minerals Vision" by Paa Kwesi Wolseley Prah.

In 2025, the African Union adopted a continental policy framework called Africa Green Minerals Strategy (AGMS), which aims to turn Africa's critical and green minerals endowment into sustainable, value-adding industrialization that supports a just energy transition and regional supply chain integration.  

China has the processing capacity, investment scale, implementation speed, and institutional flexibility to advance African industrialization--but its commercial incentives run directly against allowing Africa to independently climb the value chain.

The US offers somewhat more transparent financing structures, stronger governance standards, and procedural models that on paper seem to better protect African states from debt traps--but it lacks the industrial ecosystem and the genuine political will to support African manufacturing rather than African extraction for American consumption.   

Monday, June 22, 2026

China's Role in Guinea's Booming Economy

 Ecofin Agency published on 22 June 2026 an article titled "Guinea Is Africa's Fastest-growing Economy: The Boom Is Real--but Narrow" by Idriss Linge.

Due mostly to the export of bauxite and iron ore, Guinea is Africa's fastest-growing economy in 2026 at 8.8 percent.  Guinea exports annually about $14.5 billion of raw materials; China is the largest importer at $4.5 billion.  

The risk for Guinea is a reliance on bauxite and iron ore exports, a lack of processing of these minerals at home, and the relative lack of intra-African trade.  A drop in commodity prices could severely damage Guinea's economy.  

Wednesday, June 17, 2026

Zambia's Reasons for Cancelling Major Human Rights Summit

 Just Security published on 2 June 2026 a commentary titled "In Addition to Chinese Pressure, a Backsliding Democracy May Explain Zambia's Decision to Cancel a Major Human Rights Summit" by Jane Munga and Steve Feldstein.

Days before 2,600 human rights defenders, technologists, and policymakers were expected in Lusaka, Zambia, on April 30, the Zambian government called off RightsCon, the world's largest conference on digital rights.  

According to the summit organizers, the cancellation was due to foreign interference from China "because Taiwanese civil society participants were planning to join us in person."  But a closer look reveals a more complicated picture linked to Zambia's democratic decline and more repressive policies.  

Tuesday, June 16, 2026

Chinese Finance and Critical Mineral Access in Africa

 Boston University's Global Development Policy Center published in June 2026 a paper titled "Development Quid Pro Quo: Chinese Finance and Critical Mineral Access in Africa" by Congyi Dai.

The paper explores whether China's development finance agenda is motivated by its global quest for natural resources, facilitating mine acquisitions in Africa.  It uses four data sources to examine whether Chinese development finance is tied to the pursuit of critical minerals.

The paper concludes that minerals needed for clean energy technologies such as copper, cobalt, nickel, and platinum group metals are associated with Chinese loan commitments to recipient countries.  Specifically, uranium is the mineral most strongly linked to Chinese development projects, particularly those including a substantial grant component and highly concessional repayment terms.

Wednesday, June 10, 2026

China, US, EU Competition for Critical Minerals in Africa and Latin America

Modern Diplomacy published on 21 May 2026 an article titled "Geology Meets Geopolitics: The Global Race for Critical Minerals in the Climate Transition" by Marta Rehnman, Trinity College Dublin.

China dominates the processing of critical minerals in Africa and Latin America.  Beijing has mining partnerships with 44 African countries.  But the United States and European Union are stepping up competition for unexploited mineral reserves in both Africa and Latin America.  

Saturday, June 6, 2026

Will China Replace US in Fight against African Ebola?

 The New York Times published on 6 June 2026 an article titled "As Ebola Spreads in East Africa, Will China Step Up?" by Lily Kuo and Stephanie Nolen.

The United States is playing a much smaller role in combatting Ebola in Africa than it has in previous outbreaks.  China has made a modest contribution, but it is unclear how much Beijing is willing to do to help confront what could become the deadliest Ebola outbreak in history.  

Wednesday, April 8, 2026

Great Power Competition for DRC Critical Minerals

 Bankable posted on 7 April 2026 a commentary titled "Zijin, CMOC Back Competing Alternative to Lobito Corridor" by Pierre Mukoko.

China Civil Engineering Construction Corporation and four Chinese companies are financing a $1.4 billion project to rehabilitate the Tanzania-Zambia railway that will transport critical minerals from the DRC to the Indian Ocean port of Dar es Salaam.

The Tanzania-Zambia railway will compete with the American and European Lobito Corridor project that will transport critical minerals from the DRC to an Atlantic Ocean port in Angola.  

Monday, April 6, 2026

Chinese Buying Luxury Houses in Zimbabwe

 Bloomberg published on 3 April 2026 an article titled "For China's Rich, The New Must Have Is a Luxury Home in Zimbabwe."

Chinese companies have been drawn to Zimbabwe for its mineral wealth.  Increasingly, wealthy Chinese immigrants are paying cash for luxury homes in the capital of Harare, driving up housing prices in the process.  

Tuesday, March 31, 2026

Ethiopia Says It Attracted $13 Billion in Mostly Chinese Investment

Ethiopia's Institute of Foreign Affairs posted on 30 March 2026 an article titled "Ethiopia's Investment Surge and the Strategic Repositioning of Addis Ababa as Africa's Diplomatic-Economic Nexus" by Kena Seyife.  

The "Invest in Ethiopia 2026 Forum" attracted over 800 investors from more than 50 countries and secured over $13 billion in investment commitments.  China's Ming Yang Smart Energy Group Ltd. committed to invest $10 billion in green ammonia and electrical equipment.  The article cautions that Ethiopia's success will depend on its ability to translate investments into tangible economic transformation. 

Comment: Ethiopia is facing several internal security challenges that must be addressed before this kind of investment actually materializes.  It will be important to monitor how many of these commitments valued at $13 billion result in completed projects.    

Wednesday, March 25, 2026

Why Russia is Losing Africa's Sahel

 Foreign Affairs published on 25 March 2026 an article titled "Why Russia Is Losing the Sahel" by Frederic Wehrey and Andrew S. Weiss, both at the Carnegie Endowment for International Peace.

As Russia confronts shortcomings in its own capacity and the complexities of an environment it never fully understood, its expansion into the Sahel is on the verge of stalling, if not unraveling entirely.  Moscow's initiatives should serve as a cautionary tale for other African states contemplating whether to accept Russian security assistance.  This is also an opportunity for the United States to return.  

China Increases Lithium Investments in DRC

 Discovery Alert posted on 25 March 2026 an article titled "DRC Lithium Project: $1.4B Investment Transforming Africa's Mining Sector" by Muflih Hidayat.

China's Zijin Mining Group will have a 55 percent controlling interest in a $1.4 billion joint investment with the DRC government in a lithium mining project that will potentially contribute almost 5 percent of global mined lithium output by 2028.

The DRC project represents a paradigm shift in how international mining companies approach African mineral extraction.  Rather than focus on raw material export, this approach integrates downstream processing capabilities directly into mining operations.  




Monday, March 23, 2026

Chinese Embassy in Zimbabwe Warns Its Mining Companies

 Reuters published on 19 March 2026 an article titled "Beijing Tells Chinese Firms to Strengthen Zimbabwe Risk Prevention after Mineral Export Ban."  

The Chinese embassy in Harare warned Chinese mining companies to uphold local laws and regulations after Zimbabwe suspended exports of raw minerals and lithium concentrate.  

Sunday, March 15, 2026

China, Africa, and Cobalt

 Delaware-incorporated Farmonaut posted on 7 March 2026 a promotional piece titled "Cobalt Shares: China, Africa and the Global 2026 Refining Share."

In 2026, China will control over 75 percent of global cobalt refining capacity, although it mines less than 2 percent domestically.  Africa, especially the Democratic Republic of Congo, supplies more than 70 percent of the world's cobalt, but refines less than 5 percent of its own product.  This promotion looks especially at the use of cobalt in the agricultural and forestry sectors.  

Friday, March 13, 2026

China Dominates Investment Proposals in Angola

 Business Insider Africa published on 10 March 2026 an article titled "Africa's Second-largest Oil Producer Says China Dominated $21.88 Investment Proposals Over Five Years" by Solomon Ekanem.

Angola has received 596 investment proposals worth an estimated $21.8 billion over the past five years. with Chinese investors accounting for 80 percent of the total.  

Wednesday, March 11, 2026

Chinese Cobalt Mine in DRC Causes Health Problems

 The Environmental Investigation Agency and PremiCongo published in March 2026 a report titled "Toxic Transition: How the World's Largest Cobalt Producer Has Allegedly Poisoned Communities for Years."

A Chinese company, CMOC Group Ltd., controls two of the world's largest copper-cobalt mines in the Democratic Republic of Congo.  Thousands of people live within a few kilometers of the operations and its massive processing plant.  Local communities and civil society groups have sounded the alarm about severe health issues.  Since 2023, doctors and nurses near the mines have treated a growing list of patients.

Saturday, March 7, 2026

Can American Billionaire Secure DRC Critical Minerals for US in Competition with China?

 Billionaires Africa posted on 4 March 2026 an article titled "Oskar Lewnowski: The Man Betting $9 Billion on Congo's Cobalt to Break China's Grip on America's Mineral Future" by Mfonobong Nsehe.

Orion Critical Minerals Consortium (CMC), founded by American financier Oskar Lewnowski, and Glencore announced in February 2026 that they had entered a non-binding memorandum of understanding for Orion CMC to acquire a 40 percent stake in Glencore's DRC assets, Mutanda Mining and Kamoto Copper Company, at a combined enterprise value of about $9 billion.  

Lewnowski is pursuing a financial deal that is a direct counter to Beijing's decade-long strategy of locking up critical mineral supply chains before Western governments understood what was at stake.  This potential investment would help ensure a reliable source of critical minerals for the United States and its partners.  The deal remains subject to due diligence and regulatory approvals.  

Friday, February 27, 2026

Chinese Mining-Energy Investments in Zimbabwe

 The South African Institute of International Affairs published in January 2026 a paper titled "Examining Integrated Chinese Mining-Energy Investments in Zimbabwe" by Yaseen Tayob and Adrian Joseph.

The paper assesses Chinese investments in Zimbabwe's mining and energy sectors and shows that they provide identifiable economic value to the Zimbabwean economy, particularly in the country's lithium mining sector.

Thursday, February 26, 2026

Guinea: China and the US Compete

 The Atlantic Council published on 24 February 2026 a commentary titled "In Guinea, the US Has a Rare Opportunity to Gain an Edge Over China" by Rose Keravouri and Maureen Farrell.

Recognizing the risks of overreliance on a single external partner and frustrated with Chinese firms' opacity and non-compliance with local requirements, its leadership has signaled a willingness to push back against China's mining domination.

The Trump administration invited President Mamady Doumbouya to Washington in early February and is encouraging the American private sector to invest in mining opportunities in Guinea.  The US is also exploring security cooperation with Guinea, which now offers a good opportunity for increased engagement with the United States.