Copper: $9,245/t ▲ +2.1% | Cobalt: $24,800/t ▼ -1.3% | Lithium: $10,200/t ▲ +0.8% | Railway Progress: 67% ▲ +3pp Q4 | DRC Cobalt Ban: Active ▼ Quota System | Corridor FDI: $14.2B ▲ +28% YoY | DRC Copper Output: 2.85Mt ▲ +12% YoY | Zambia Copper: 780kt ▲ +5% | Copper: $9,245/t ▲ +2.1% | Cobalt: $24,800/t ▼ -1.3% | Lithium: $10,200/t ▲ +0.8% | Railway Progress: 67% ▲ +3pp Q4 | DRC Cobalt Ban: Active ▼ Quota System | Corridor FDI: $14.2B ▲ +28% YoY | DRC Copper Output: 2.85Mt ▲ +12% YoY | Zambia Copper: 780kt ▲ +5% |

Articles & Intelligence

Deep dives, intelligence briefs, and investigative reporting on the Lobito Corridor and African critical minerals.

Articles & Intelligence

Deep dives, intelligence briefs, and investigative reporting on the Lobito Corridor and African critical minerals.

Angola, DRC, and Zambia: The Three Nations Building Africa’s First Transcontinental Trade Route — Lobito Corridor

Country-by-country analysis of political economy, governance, and development stakes for each Lobito Corridor nation.

The Benguela Railway: From Colonial Artery to 21st-Century Logistics Backbone — Lobito Corridor

Built in 1902, destroyed by civil war, rebuilt by China for $2B, now rehabilitated with $753M in Western loans. The engineering transformation of Africa's most strategic railway.

Biden's Angola Visit: What $4 Billion Buys in Africa

Biden's historic December 2024 Angola visit: the first US president in Angola, $600M in new pledges, and a transformative bet on the Lobito Corridor railway linking Africa's minerals to Western market

Copper, Cobalt, and the Copperbelt: Reshaping Global Critical Mineral Supply Chains — Lobito Corridor

Deep analysis of the Copperbelt's critical minerals: copper, cobalt, lithium, and rare earths powering the energy transition. How DRC and Zambia's geological wealth shapes Lobito Corridor strategy.

The Displacement Question: 6,500 People in the Path of Progress

Investigation into displacement risks along the Lobito Corridor: Global Witness findings, Kolwezi buffer zones, community testimony, CSDDD implications, and the human cost of Africa's green minerals h

DRC Cobalt Export Quotas: How Congo Is Reshaping the Global Battery Supply Chain

DRC's radical cobalt export quota system: how Congo weaponised its 76% global market share to reshape battery supply chains, raise prices, and force downstream investment along the Lobito Corridor.

EU Global Gateway and the Lobito Corridor: Europe’s €2 Billion Bet — Lobito Corridor

EU Global Gateway's €2 billion Lobito Corridor investment: Europe's infrastructure counter-offensive to China's Belt and Road. Financing, strategy, and implementation across Angola, DRC, and Zambia.

Lobito Corridor Intelligence Brief — February 2026

Monthly intelligence brief covering Lobito Corridor developments: DFC loan disbursement, TAZARA counter-offensive, DRC cobalt quotas, copper price records, displacement risks, and Trump Africa policy.

Kamoa-Kakula: Inside the World's Fastest-Growing Copper Mine

Deep dive into the Kamoa-Kakula copper complex in DRC: 388,000 tonnes production, smelter commissioning, Ivanhoe-Zijin ownership, sulfuric acid play, and corridor logistics impact.

The Liberty Corridor: West Africa's Next Mega-Project

Complete guide to the Liberty Corridor: Ivanhoe Atlantic's $1.8B Liberia iron ore project, the Yekepa-Buchanan railway, ArcelorMittal battle, and US geopolitical backing. The Lobito model goes west.

The Lobito Corridor in 2026: Complete Guide to Africa’s Most Strategic Infrastructure Project — Lobito Corridor

Complete guide to the Lobito Corridor: $10B+ investment, 1,300km Benguela Railway, Port of Lobito, 800km Zambia greenfield rail, key players, financing, and why it matters for the energy transition.

Lobito Corridor Investment Tracker 2026: Every Dollar Mapped

Complete tracker of all investment commitments in the Lobito Corridor: US DFC $4B+, EU Global Gateway €2B, AfDB, private capital. Updated February 2026 with disbursement status.

TAZARA vs Lobito: The New Railway War for Africa's Critical Minerals

TAZARA vs Lobito: the $8 billion railway war for Africa's critical minerals. China's $1.4B TAZARA revival challenges the Western Lobito Corridor. Two railways, two oceans, two superpowers.

Trump's Africa Mineral Strategy: From Foreign Aid to Resource Access

How the Trump administration is transforming US-Africa policy from development aid to mineral supply chain control, and what it means for the Lobito Corridor.

The New Scramble for Africa: US vs China in the Infrastructure Race for Critical Minerals — Lobito Corridor

How the US and China are competing through rail, ports, and mining concessions for Africa's critical mineral supply chains. Lobito vs TAZARA, PGII vs Belt and Road.

Angola, DRC, and Zambia: The Three Nations Building Africa’s First Transcontinental Trade Route — Lobito Corridor

Country-by-country analysis of political economy, governance, and development stakes for each Lobito Corridor nation.

Feb 25, 2026

Kamoa-Kakula: Inside the World's Fastest-Growing Copper Mine

Deep dive into the Kamoa-Kakula copper complex in DRC: 388,000 tonnes production, smelter commissioning, Ivanhoe-Zijin ownership, sulfuric acid play, and corridor logistics impact.

Feb 25, 2026

Lobito Corridor Intelligence Brief

Monthly intelligence brief covering Lobito Corridor developments: DFC loan disbursement, TAZARA counter-offensive, DRC cobalt quotas, copper price records, displacement risks, and Trump Africa policy.

Feb 25, 2026

Lobito Corridor Investment Tracker 2026: Every Dollar Mapped

Complete tracker of all investment commitments in the Lobito Corridor: US DFC $4B+, EU Global Gateway €2B, AfDB, private capital. Updated February 2026 with disbursement status.

Feb 25, 2026

TAZARA vs Lobito: The New Railway War for Africa's Critical Minerals

TAZARA vs Lobito: the $8 billion railway war for Africa

Feb 25, 2026

The Benguela Railway: From Colonial Artery to 21st-Century Logistics Backbone — Lobito Corridor

Built in 1902, destroyed by civil war, rebuilt by China for $2B, now rehabilitated with $753M in Western loans. The engineering transformation of Africa

Feb 25, 2026

The Displacement Question: 6,500 People in the Path of Progress

Investigation into displacement risks along the Lobito Corridor: Global Witness findings, Kolwezi buffer zones, community testimony, CSDDD implications, and the human cost of Africa

Feb 25, 2026

The Liberty Corridor: West Africa's Next Mega-Project

Complete guide to the Liberty Corridor: Ivanhoe Atlantic

Feb 25, 2026

The Lobito Corridor in 2026: Complete Guide to Africa’s Most Strategic Infrastructure Project — Lobito Corridor

Complete guide to the Lobito Corridor: $10B+ investment, 1,300km Benguela Railway, Port of Lobito, 800km Zambia greenfield rail, key players, financing, and why it matters for the energy transition.

Feb 25, 2026

The New Scramble for Africa: US vs China in the Infrastructure Race for Critical Minerals — Lobito Corridor

How the US and China are competing through rail, ports, and mining concessions for Africa

Feb 25, 2026

Trump's Africa Mineral Strategy: From Foreign Aid to Resource Access

How the Trump administration is transforming US-Africa policy from development aid to mineral supply chain control, and what it means for the Lobito Corridor.

Feb 25, 2026