Sudan Shifts to Drone Warfare

 Aljazeera published on 22 October 2026 an article titled "How Sudan's Shift to Drone Warfare Is Fuelling a Civilian Crisis."

Drone attacks by the paramilitary Rapid Support Forces and the Sudan Armed Forces have killed more than 160 people in recent days.  Both sides use drones in a deliberate shift towards long-range preemptive operations.  Both sides also accuse the other of deliberately targeting civilian infrastructure.  The supply chain for the drones originates in Belarus, Iran, China, Russia, Sudan, and Türkiye.

South Africa: Competing with a Surge of Imported Chinese Manufactured Goods

 The Ubuntu Times published on 14 October 2026 an article titled "South African Manufacturers Face Growing Pressure as Chinese Imports Surge."

Imported Chinese manufactured goods have flooded the South African market since the beginning of the year, primarily as a result of lower prices than comparable South African goods.  While this is beneficial for South African consumers, it can be devastating for South African companies. The article explains what South African companies need to do to compete with Chinese imports.  

Reshaping China's Critical Minerals Strategy in Africa

 China Africa Security Radar posted on 11 October 2026 an analysis titled "Chinese Study Shows How African Agency Is Reshaping China's Critical Minerals Strategy."

China obtains 99 percent of its cobalt, 85 percent of its manganese, 81 percent of its chromium, and 70 percent of its bauxite from Africa.  Policy shifts in African countries are forcing China to rethink its critical minerals strategy.

How a Chinese Company Came to Dominate Africa's Cell Phone Market

 Sixth Tone published on 5 October 2026 an article titled "The Transsion Story: How a Chinese Firm Conquered Africa's Tech Market" by Cai Yiwen.  

China's Transsion makes nearly half of all the cell phones bought in Africa, beating competition from Samsung, Apple, and Huawei.  The phones meet basic communication needs of low-income users with features adapted specifically for the African market. 

China-US Competition for DRC Copper and Cobalt

 Discovery Alert published on 8 October 2026 an analysis titled "Why China's Grip on DRC Copper Is Deepening, Not Loosening" by Muflih Hidayat.  

China's share of imported copper from the DRC, the world's second largest copper producing nation after Chile, climbed to 45 percent in the first seven months of 2026.  Chinese companies have spent years building vertical integration across the DRC's mining and refining sectors, controlling an estimated 70-80 percent of industrial-scale copper-cobalt production.  

The DRC this year banned exports of copper and cobalt concentrate, forcing more domestic value-added processing.  New smelter capacity in the DRC is largely backed by Chinese capital.  This has the effect of strengthening Beijing's position, making it difficult for American and European companies to compete.

Nevertheless, US imports of DRC copper surged in 2026, although it remains to be seen if the surge is durable and whether the Lobito Corridor project can change the nature of US-China competition in the DRC.

Impacts of Houthi Red Sea Attacks on African Countries

 The Africa Center for Strategic Studies published on 22 September 2026 an analysis titled "Houthi Leverage over the Red Sea Escalates Threats for Africa."

Iran-backed Houthi rebel attacks on shipping in the red Sea and Gulf of Aden are intensifying pressure on global supply chains.  The attacks also have direct security and economic implications for many African countries, especially in the Horn of Africa.

There has been a resurgence in Somali piracy, growing cooperation between the Houthis and al-Shabaab in Somalia, and rising prices for refined oil products, fertilizer, and imported manufactured goods that previously transited the Suez Canal.  

Why Egypt Has Turned Toward China

 Forbes published on 14 September 2026 a commentary titled "Why Egypt Has Taken an Eastward Turn" by Ilan Berman.

President Xi Jinping's recent state visit to Egypt signals the extent to which Egypt has drifted decisively into the Chinese orbit in recent years.  Cairo's geopolitical orientation toward Washington is no longer a given.

Don't Let Iran War Distract US from Africa

 Brookings published on 27 August 2026 a commentary titled "Don't Let the Iran War Distract the United States from Africa" by Landry Signe.

The Iran war risks distracting the United States from Africa when competition for critical minerals, trade, and alliances with African countries become more intense.  China, France, Russia, UAE, and India are accelerating their engagement on the continent, meaning any American retreat will come at a high geopolitical opportunity cost.  

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.  

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. 

Chinese and Taiwanese Fleets Behind African Shark Fin Trade

 The Environmental Justice Foundation published on 16 July 2026 a report titled "Cut and Run: Exposing Senegal as a Gateway for the Global Shark Fin Trade."

This report examines the nature and extent of shark finning on board foreign vessels that call at Dakar, Senegal.  Shark finning is the practice of cutting off a shark's fins before throwing the body overboard.  The fins are then sold for human consumption.

The Environmental Justice Foundation conducted 124 interviews with Indonesian and Filipino fishers who worked on board Chinese and Taiwanese tuna longliners operating in the region.  The Chinese and Taiwanese fleets are repeatedly linked to shark finning in the region.  

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.  

China-South Africa Supply Chain Issues

 The Foreign Policy Research Institute published on 16 July 2026 an article titled "Beyond the Supply Chain: South Africa's China Dilemma" by Raghvendra Kumar.

The question facing South Africa is whether China's evolving supply chain diplomacy is designed to support Pretoria's fair and equitable participation or to reinforce Beijing's own geoeconomic priorities.  South Africa is China's largest trading partner in Africa, but it runs a large trade deficit with Beijing.  

The author concludes that South Africa's relationship with China will be successful only if Pretoria retains control over its critical infrastructure, strategic industries, and foreign policy choices.  

South Africa and China Sign Agreement to Expand Trade

 Further Africa published on 30 June 2026 an article titled "South Africa and China Sign Rules Pact to Unlock Zero-Tariff Trade Opportunities."

South Africa and China signed a memorandum of understanding (MOU) aimed at converting China's zero-tariff treatment for African exports into practical commercial opportunities for South African businesses.  Because tariff preferences alone do not guarantee market access, the MOU deals with technical regulations, standards, product certification, inspection procedures, and conformity assessment systems.  The agreement signals a broader strategic deepening of South Africa-China trade.

African Sesame Exports and China's Zero Tariff

 Thierry Pairault published on 30 June 2026 an article titled "The African Sesame Industry and the Chinese Tariff Exemption."

China obtains from Africa more than 80 percent of its imported sesame seeds.  Six countries account for 95 percent of African sesame exports to China: Niger, Sudan, Tanzania, Togo, Mozambique, and Ethiopia.

China's recent zero tariff policy for African countries will primarily benefit Chinese importers-processors rather than African producers.  The tariff advantage is captured at the point of entry into China by companies whose shareholders are Chinese, Singaporean, and Taiwanese.  

US Gets Win Over China in Race for DRC Critical Minerals

 Fox News published on 23 June 2026 an article titled "Trump Gets Major Win against China in African Rare Earth Minerals Race" by Paul Tilsley.

The United States has supported an American company, Virtus Minerals, in developing two major mines producing cobalt and copper in the Democratic Republic of Congo.  This is the Trump administration's first critical minerals (not rare earths as the article asserts) win in the DRC.  

The African Cocoa Industry and the Chinese Tariff Exemption

 Thierry Pairault posted on 13 June 2026 an analysis titled "The African Cocoa Industry and the Chinese Tariff Exemption."

He concludes that an African entrepreneur manufacturing chocolate for export to Europe would face a 30 percent customs duty, whereas the Chinese market is now tariff free.  For exporters capable of meeting Chinese customs standards, there is a real comparative advantage.  However, the tariff exemption does not create the productive and logistical capacities necessary to exploit this advantage.  The risk is therefore a consolidation of primary commodity specialization rather than its attenuation.

The true obstacle is structural, not tariff related.  The fundamental difference between African and Asian supply chains is not access to raw materials, but where value is created through processing.  

China's Zero Tariff Policy Does Not Guarantee Access for African Exports

 The UK's Institute of Development Studies published on 10 June 2026 a study titled "From Market Access to Strategic Openness: The New China-Africa Business Relationship" by Jing Gu.

China's new zero tariff policy for Africa opens doors for increased exports to China but does not automatically increase them.  The real constraints are upstream standards compliance, rules of origin, certification, logistics, cold chains, customs systems, trade finance, and company-level capacity.  

Chinese Companies Are Major Processors of Conflict Coltan from DRC

 Global Witness published on 10 June 2026 a major report titled "Who Buys Rwanda's Smuggled Coltan? The Global Journey of Conflict Coltan from DRC to the World's Electronics."

Most of the conflict coltan mined in the Democratic Republic of Congo and smuggled through Rwanda is processed by companies in China.  A few companies in Kazakhstan and Thailand are also involved.  The refined tantalum often unwittingly ends up in the products of major Western companies.