Showing posts with label critical minerals. Show all posts
Showing posts with label critical minerals. Show all posts

Sunday, August 16, 2026

The Decline of France in Africa's Sahel and Rise of China

 The Foreign Policy Research Institute published on 29 July 2026 an article titled "How France's Fall Signals China's Rise in the Sahel" by Raghvendra Kumar.

China has seized on the decline of French and Western influence in Africa's Sahel to embed itself into the region's political, economic, and security structures.  The article pays particular attention to China's role in Burkina Faso.  

Friday, August 14, 2026

China and US Following Zambian Election: Critical Minerals Are the Prize

 The Associated Press published on 14 August 2026 an article titled "Zambia Awaits Presidential Election Results. Here's Why China and the US May Be Interested" by Jacob Zimba.

Zambia awaits the results of an election that will decide whether President Hakainde Hichilema wins a second five-year term.  Both China and the US are interested in Zambian copper and cobalt and hence the outcome of the election and its impact on each country.

Saturday, August 8, 2026

Podcast on Horn of Africa

 The Somali Media Network posted on 8 August 2026 a 42-minute podcast with me hosted by Ismail Gorse on the Horn of Africa.  

This is a wide-ranging discussion of current issues in the Horn of Africa and US policy with a special focus on Somalia and Somaliland.

Friday, August 7, 2026

China-Sub-Saharan Africa Ties and U.S. Policy

 The Congressional Research Service published on 6 August 2026 a report titled "China-Sub-Saharan Africa Ties and U.S. Policy" by Nicolas Cook, Lauren Ploch Blanchard, and Michael D. Sutherland.

This is a comprehensive overview of China's relations with Sub-Saharan Africa and guidance for US policymakers.  

Monday, August 3, 2026

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.  

Wednesday, July 29, 2026

China's Zero Tariff Policy Seeks to Change African Trade Patterns

 Asia Times published on 27 July 2026 an article titled "China's Zero-tariff Play Aims to Lock in African Loyalty" by Bob Savic.

China's zero-tariff access for 63 countries--53 of them in Africa--is a deliberate geostrategic lever in Beijing's long-term competition with the United States and Europe for influence in the Global South.  It is designed to offer unfettered, predictable, and large-scale access for African exports in contrast to protectionist markets in the United States and Europe.

The zero-tariff policy also positions Africa's growing population as a significant long-term market for Chinese goods and services and helps China to shape the rules of global commerce.

Comment:  While this may be China's goal, it must still deal with the fact that Beijing exports far more to Africa than it imports from Africa, and the initial evidence suggests that the zero-tariff policy is not having a significant impact on this situation.

US Makes Small Investment in Madagascar Rare Earth Project to Counter China

 Reuters published on 28 July 2026 an article titled "US Backs Madagascar Rare Earths Project in Push to Loosen China's Supply Chain Grip."

The US International Development Finance Corporation agreed to commit up to $4.84 million for pilot plant work, laboratory testing, and environmental programs of a $150 million rare earths project in Madagascar.  The deal highlights Washington's effort to develop alternative sources of minerals controlled by China.  

Monday, July 27, 2026

Iran War Drives Africa Toward Renewable Energy and China Model

 Foreign Affairs published on 27 July 2026 an article titled "Can Renewables Industrialize Africa? The Iran War Is Driving the Continent Toward Chinese-Backed Green Energy" by Mohamed Adow, director of Power Shift Africa, a climate think tank in Kenya.

The war on Iran is accelerating a determination among African countries to reduce their dependence on imported fossil fuels and to turn toward renewable power.  As a result, African countries are now leaning toward the model advanced by China, in which abundant, low-cost electricity from renewables underpins industrialization and economic growth.

In the meantime, the United States is ceding a role in Africa's clean energy transition to China and risks losing diplomatic influence on the continent.  Washington has not grasped Africa's new energy reality. 

Saturday, July 18, 2026

China Facing African Mineral Export Controls

 Semafor published on 17 July 2026 an article titled "Africa's Mineral Export Bans Are Only the Opening Bid" by Yinka Adegoke.

China controls about 72 percent of global critical minerals processing capacity, giving it more leverage than the countries that produce the ore.

This has propelled a wave of resource nationalism in Africa as governments try to move up the value chain.  The DRC, Zimbabwe, Mozambique, and Gabon are tightening controls on the export of raw minerals in order to force more value addition at home.  

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.  

Friday, July 17, 2026

Iran War Intensifies US-China Competition in Africa

 The Middle East Council on Global Affairs, a policy research institution based in Doha, Qatar, published on 16 July 2026 a commentary titled "Iran War Intensifies U.S.-China Rivalry in Africa" by Mustapha Boudoumi.

Disruptions to maritime traffic in the Strait of Hormuz have highlighted the strategic importance of African choke points such as the Suez Canal and Bab el-Mandeb.  The situation in Iran has put increasing focus on China-US competition for critical minerals in Africa.  

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 12, 2026

Namibia Signs 8 Cooperation Agreements with China

 Discovery Alert posted on 11 July 2026 an article titled "Namibia's Oil, Uranium & Lithium Strategic Partnership with China 2026" by Muflih Hidayat.  

The China-Namibia strategic partnership entered a new chapter in July 2026 when Namibian President Netumbo Nandi-Ndaitwah made a state visit to China.  She signed 8 cooperation agreements that focus on green minerals, uranium, lithium, oil and gas, ports, technology transfer, and clean energy.

Thursday, July 9, 2026

Namibian President Visits China: Focus on Critical Minerals and Manufacturing

 Pan African Television posted on 8 July 2026 an article titled "Namibia's President Visits China for Talks on Minerals, Green Hydrogen, and Manufacturing" by Victoria Wilson.

Namibian President Netumbo Nandi-Ndaitwah is on a state visit to China.  Her priority is attracting investment in minerals processing and downstream manufacturing.  Namibia aims to process 57 percent of its exported minerals locally by 2030.

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.   

Friday, July 3, 2026

Ethiopia's Economy Moves from China Model to Africa's Free Agent

 Forbes published on 1 July 2026 an article titled "Ethiopia: From China's Star Pupil to Africa's Free Agent" by Wesley Alexander Hill.

For years, China found an eager partner in Meles Zenawi's Ethiopian People's Revolutionary Democratic Front, which ruled Ethiopia and embraced elements of China's development model.  It delivered impressive economic growth for many years, but it also contained structural weaknesses that Beijing's own system largely avoided.  

The rise of Abiy Ahmed marked the end of this era.  Ethiopia's current economic strategy represents one of Africa's most consequential experiments in macroeconomic liberalization.

Friday, June 19, 2026

Kenya-US Critical Minerals Deal Counters China

 Reuters published on 17 June 2026 an article titled "Kenya, US Close in on Critical Minerals Deal, Ruto Says" by John Irish.

Kenya and the United States are about to close a deal on critical minerals that would allow Kenya to process the minerals domestically, a demand that African countries are increasingly making in their negotiations with buyers.  This is also an effort by the Trump administration to compete with China for African critical minerals.  

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.

Monday, June 15, 2026

The Promise and Disappointment of China's Zero Tariff Policy for Africa

 The Daily Maverick published on 10 June 2026 an article titled "China's Zero-Tariff 'Gift' to Africa Could Be a Trojan Horse in Disguise" by William Gumede, University of Witwatersrand.  

China's new zero tariffs for African countries offer an opportunity to industrialize but it will only happen if they leverage China to build manufacturing capacity in Africa, transfer technology and skills, add value to raw materials, and secure Chinese financing for industry relevant infrastructure.