Chinese Investment and Construction in Sub-Saharan Africa

 The American Enterprise Institute published in November 2026 a study titled "China in Sub-Saharan Africa: Some Facts About Investing and Building" by Ian Jones and Derek Scissors.

This is an important study that concludes China's engagement in Sub-Saharan Africa has pivoted from building infrastructure in populous countries to buying assets in mineral-rich ones, with state-owned enterprises undertaking most of the activity in both cases.

Metals account for 75 percent of investment in 2023-2025 compared to 49 percent in 2005-2025.  State investors predominate, and in 2023-2025, Chinese investment was focused in the DRC, Zambia, Guinea, and Botswana.  Copper attracts the most money.  

Solomonic Decision by Angola and Tanzania Skirts Great Power Competition

 West Africa Weekly published on 30 October 2026 an article titled "Tanzania and Angola Agree to Link Atlantic and Indian Ocean Rail Corridors."

Tanzania and Angola have agreed to link Angola's Benguela railway that connects to the Atlantic Ocean with the Tanzania-Zambia Railway (TAZARA) that connects to the Indian Ocean.  China originally built and continues to support TAZARA while the United States and European Union support the Lobito Corridor project in Angola, the DRC, and Zambia.

This decision by Angola and Tanzania effectively links the competing Western and Chinese railway projects into a single network that does not force the African countries to choose between the West and China.

Chinese Fintech Companies Expand in Africa

 The Nanyang Technological University published on 28 August 2026 an article titled "Growing Chinese Influence in African Fintech" by Rafia Raji.

Two Chinese fintech companies, Opay and PalmPay, focus primarily on Nigeria where they have made significant inroads into the digital financial sector.  They are becoming competitive digital banks in Nigeria.  African partnerships with Chinese fintechs are adding to China's engagement in digital banking across the continent.  

China-Africa Trade Developments

 The Rhodium Group published on 14 September 2026 an analysis titled "Monitoring China-Africa Trade Spillovers" by Jeremy Smith.

The analysis focuses on the impact of changes in China's economy on trade with South Africa, Angola, and the DRC.  China's slowing growth and worsening trade imbalances are rapidly reshaping its economic relationship with Africa.  China's export surge to Africa lowers the cost of goods for consumers but makes domestic industrialization harder.  Africa should no longer expect the rising tide of Chinese demand to lift all boats for commodity exporters.

China's 1st Half 2026 Crude Imports from Africa's West Coast Drop

 Hellenic Shipping Lines posted on 11 July 2026 an article titled "Tanker Market: West African Crude Oil Exports Nosediving in 2026."

China's crude oil imports from the west coast of Africa during the first half of 2026 dropped to 19.5 million tons from 27.9 million tons during the same period in 2025 and 25.3 million tons in the first half of 2024.  In 2026, China was the second largest importer of west coast crude after the European Union.

How China and the US Pursue African Critical Minerals

 China-Africa Security Radar published on 3 August 2026 an article titled "Fragmented Leverage: Why African States Call for Collective Bargaining but Prefer Bilateralism in Critical Minerals Negotiations" by Paa Kwesi Wolseley Prah.

The author explains how China and the United States seek advantage with African countries in bilateral negotiations in their quest for critical minerals.  China exploits bilateral negotiations through processing dominance and bundled infrastructure-mineral deals.  The United States pursues selective frameworks and corridor diplomacy.  

Sub-Saharan Africa Little Affected by Trump's New Tariffs

 The New York Times published on 24 July 2026 an article titled "New Tariffs as Old Ones Expire: The Latest on Trump's Trade War" by Tony Romm, Edison Wu, and Lazaro Gamio.

On 24 July, the Trump administration imposed new duties on imports from more than 80 countries as previous 10 percent global duties expired.  The new tariffs range between 10 and 12.5 percent.  

All five countries in North Africa now face the 12.5 percent tariff but sub-Saharan Africa seems to benefit from the new situation as only Nigeria, Angola, and South Africa are impacted--all at the 12.5 percent rate.    

Chinese Private Sector Investment in Angolan Port Terminal

 Business Insider Africa published on 21 July 2026 an article titled "Another African Country Gets $900 Million Chinese-backed Port Investment Amid Beijing's Billion-dollar Race Across the Continent" by Olamilekan Okebiorun.

China's Huatong Angola Industry has signed a $900 million deal with Angola's state-owned Barra do Dande Development Company covering a 25-year sub-concession for the construction and operation of a port terminal and supporting infrastructure.  This is entirely a private sector investment.

This deal is part of a new Chinese investment strategy in Africa that is moving away from large government-backed loans and towards foreign direct investment, private financing, and commercially viable projects.  

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.  

Angolan Banks Add Chinese Yuan to Foreign-Currency Reserve Requirements

 360 Angola posted on 10 July 2026 an article titled "Angola's Central Bank Adds Chinese Yuan to Foreign-Currency Reserve Requirements."

The National Bank of Angola has determined that commercial banks operating in the domestic market must now include the Chinese renminbi (yuan) as an eligible currency for making mandatory foreign-currency reserve requirements.  This decision is an indication of Angola's deepening financial ties with China.

US Tweaks Security Strategy in Africa

 Business Insider Africa published on 3 July 2026 an article titled "U.S. Military Outlines New Africa Strategy Built on Intelligence, Drones, and Local Forces" by Solomon Ekanem.

Speaking after the 2026 Africa Chiefs of Defense Conference (ACHOD) in Luanda, Angola, from 30 June to 2 July, General Dagvin Anderson, commander of U.S. Africa Command, said the United States is shifting its strategy in Africa to a focus on intelligence sharing, affordable drones, and African led operations instead of relying on large US troop deployments.

For background on ACHOD, see "AFRICOM Hosts Key Defense Conference to Discuss Security Opportunities."

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.  

Communist Party of China Deepens Ties with Six Ruling Parties in Southern Africa

 The Respondents posted on 20 May 2026 an article titled "CCM, China's CPC Deepen Ties with Southern African Liberation Parties."

Tanzania's ruling Chama Cha Mapinduzi hosted a meeting with the head of the International Department of the Communist Party of China and senior leaders from the ruling political parties in Mozambique, Angola, Namibia, South Africa, and Zimbabwe.  The parties launched the Research Centre for Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era. 

Likely Impact of China's Zero Tariff Policy on African Imports (in French)

 GeopoWeb posted on 18 May 2026 an analysis titled "Africa, China, and Zero Tariffs: A Diplomatic Gesture Put to the Test by the Data" by Thierry Pairault.  

Effective on May 1, China began a policy of zero tariffs on imports from all African countries except Eswatini, which recognizes Taiwan.  Six African countries (South Africa, DRC, Angola, Guinea, Zambia, and Congo Brazzaville) now supply three quarters of China's imports from Africa.  Most of these imports consist of minerals, metals, and crude oil, which already enter China duty free.

A modest quantity of African agricultural products will benefit from the zero-tariff policy.  Landlocked African countries, which tend to be among the poorest, will receive little or no benefit from the zero-tariff policy because of transportation constraints.  In addition, non-tariff barriers such as sanitary standards remain in effect.  Thierry identifies several other barriers to increased African exports to China that will limit the impact of the zero-tariff policy.  He also compares the impact of EU and Chinese imports from Africa.

Thierry concludes the zero-tariff policy has less to do with rebalancing trade between China and Africa than it is an effective diplomatic tool at little cost to China but also limited in its economic impact.  

China-Africa Trade Grows but So Does Africa's Deficit

 Ecofin Agency published on 27 April 2026 an article titled "China-Africa Trade in 2026: Cooperation, but Not on Equal Terms" by Idriss Linge.

As exports to the United States fall sharply, China is turning increasingly to Africa to export its consumer and industrial products.  During the first quarter of 2026, China-Africa trade reached $92 billion, up 27 percent year on year.  But while Chinese exports to Africa rose 32 percent, African exports to China increased by only 18 percent.  Africa's trade deficit with China for the quarter reached $29 billion, nearly $10 billion higher than a year earlier.  

The zero-tariff policy announced for Africa by Xi Jinping beginning 1 May 2026 is largely cosmetic and will make little difference in the trade relationship because 95 percent of African exports to China already enter the country duty free.  

China-Africa Trade: Windfall for African Resource Exporters but Challenge for Others

 Ecofin Agency published on 20 April 2026 an article titled "China-Africa Trade: Windfall Gains for Resource Giants in Q1 2026, but a Deeper Structural Reality Behind" by Idriss Linge.

A small number of African countries--DRC (cobalt), Angola (oil), Guinea (bauxite), and South Africa (critical minerals) in the first quarter of 2026 captured the bulk of the gains in exports to China.  The deeper story points to a structural shift in how Africa is being integrated into China's global economic strategy.

The growing trade between China and Africa is driven by Africa's extractive sectors with limited industrial spillovers and constrained economic transformation.  Africa is becoming a critical outlet for Chinese industrial exports.  The key question going forward is whether African economies can leverage this situation to move up the value chain.  

Competing Transport Corridors for Africa's Critical Minerals

 Africa at LSE published on 15 April 2026 a paper titled "Critical Mineral Transport Infrastructure Is the Latest Theater of Geopolitical Competition in Africa" by Stephen Nduvi.  

Rehabilitation of the Chinese-funded Tanzania-Zambia railway is competing with the Western-funded Lobito Corridor (Angola, DRC and Zambia) infrastructure project to transport critical minerals to ports on the Atlantic or Indian Oceans.  The big challenge for African countries is converting corridor competition into sustainable development outcomes.

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.  

Chinese Infrastructure Projects in Africa Leave No Role for Local Urban Planners

 The Conversation published on 30 March 2026 a commentary titled "China Is Helping Build Africa's Cities, but Its Approach Sidelines Local Urban Planners and Residents" by Ding Fei, Cornell University.

Chinese-financed infrastructure projects are transforming skylines and daily life across Africa.  While China delivers an impressive volume of infrastructure, it risks reinforcing Africa's national government dominance in decision-making on urban infrastructure development.  African local governments and residents are excluded from the project planning and negotiating process.  

The Communist Party of China Reaches Out to Africa

 E-International Relations posted on 1 April 2026 my short paper titled "The Communist Party of China Reaches Out to Africa."

This is a post-COVID-19 update of efforts by the International Department of the Communist Party of China (ID-CPC) to strengthen ties with political parties in Africa.  COVID-19 significantly interrupted the ID-CPC's interaction with African political parties. The ID-CPC has now returned to a high degree of engagement with them.