Geopolitics & Strategy
Geopolitical analysis of the great power competition over African minerals, infrastructure, and the Lobito Corridor.
In-depth analysis of the China-US competition for African critical minerals, comparing investment models, diplomatic strategies, and proxy corridor …
Comprehensive analysis of China's Belt and Road Initiative in Africa, covering railway and port investments, mining linkages, debt diplomacy, and …
Strategic analysis of critical mineral supply chain diversification efforts, de-risking from Chinese processing, Western refinery investments, and …
Analysis of the EU Global Gateway strategy and its EUR 300 billion commitment to African infrastructure, Team Europe investments, and the Lobito …
Analysis of resource nationalism across Africa covering DRC mining code reforms, Zambia tax policy, export bans, strategic mineral controls, and …
Comprehensive analysis of the global race for critical minerals covering US IRA provisions, EU CRMA, Chinese strategies, mineral alliances, and …
Analysis of US Africa strategy including PGII, Prosper Africa, DFC investments, Biden priorities, bipartisan support, and Trump-era continuity in …
Analysis of Minerals Security Partnership, US-DRC MOU, EU-Africa partnerships, and bilateral frameworks reshaping critical mineral geopolitics.
Comparative analysis of competing African transport corridors for mineral exports: Lobito, Nacala, Dar es Salaam, Maputo, and Walvis Bay routes.
Trump Administration & African Minerals — Policy, Executive Orders, and the New Resource Nationalism
Analysis of Trump administration policies on African critical minerals, DFC investments, executive orders, bilateral deals, and sanctions …
Analysis of EV battery supply chain geopolitics covering manufacturing concentration, the gigafactory race, raw material security, and trade policy.
Analysis of the DRC-Rwanda conflict's impact on critical mineral supply chains, M23 resurgence, mineral financing of armed groups, and mining …
Analysis of the Inflation Reduction Act's impact on critical mineral supply chains, FEOC rules, qualifying minerals, and implications for African …
Comprehensive analysis of China's mining investments and operations across Africa. Maps Chinese ownership of mines in DRC, Zambia, and beyond. Covers …