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Begin New Search Topic Critical Minerals Political Geography Africa

1. Building Critical Minerals Cooperation Between the United States and the Democratic Republic of the Congo

Author:
Gracelin Baskaran
Publication Date:
03-2025
Content Type:
Policy Brief
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
The Democratic Republic of the Congo (DRC) is one of the world’s most resource-rich countries, and in 2024, it attracted the largest volume of mineral exploration investment in Africa. Enhancing U.S.-DRC cooperation is critical to counterbalance China’s dominance. The United States has historically underinvested in commercial diplomacy in the DRC, while China has established control over key mines through state-backed financing and infrastructure-for-resources deals. This brief answers two questions: First, how can the U.S. government utilize its resources to maximize impact in this sector? And second, what reforms can the DRC government implement to attract investment? Building the bilateral minerals partnership will require a suite of bilateral diplomatic, financial, and legislative reforms.
Topic:
Human Rights, Bilateral Relations, Natural Resources, and Critical Minerals
Political Geography:
Africa, North America, United States of America, and Democratic Republic of Congo

2. Material world: How Europe can compete with China in the race for Africa’s critical minerals

Author:
Sarah Logan
Publication Date:
11-2024
Content Type:
Policy Brief
Institution:
European Council on Foreign Relations (ECFR)
Abstract:
In the last two decades, China has come to dominate global supply chains for critical raw materials and the green energy and other technologies they enable. This increases competition and economic risks for Europe. In an effort to build CRM supply chains insulated from China, the EU has signed strategic partnerships with several politically friendly countries around the world, including in Africa. However, the EU will only realise its de-risking ambitions if the European private sector invests in CRM supply chains in partner countries in Africa and elsewhere. Yet the incentives for European companies to enter mining and processing operations in these markets are too weak. The example of Namibia shows that the EU’s strategic partnership with the country has borne little fruit – and may even be benefitting Chinese firms at European expense. To address this, the EU must enhance support to European companies to invest in securing access to critical raw materials. This should include new financial incentives and measures to protect against China manipulating prices on international markets.
Topic:
Foreign Policy, European Union, Strategic Competition, Supply Chains, Strategic Partnerships, and Critical Minerals
Political Geography:
Africa, China, Europe, Asia, and Namibia

3. Achieving Universal Energy Access in Africa amid Global Decarbonization

Author:
Gracelin Baskaran and Sophia Coste
Publication Date:
01-2024
Content Type:
Policy Brief
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
Africa is the most energy-deficient continent in the world, as it hosts 75 percent of the world’s population without access to electricity.[1] Universal access to electricity and clean cooking remains an elusive goal for most states in the region: in 2022, 600 million people lacked access to electricity on the continent, 98 percent of them located in sub-Saharan Africa.[2] There is an urgent need for intervention given Africa’s population of 1.4 billion is forecasted to reach 2.5 billion by 2050, which, when coupled with rising incomes and urbanization, will lead to a significant increase in energy demand.[3] This brief provides six evidence-based insights on Africa’s energy landscape before providing five recommendations on reaching universal energy access amid global decarbonization.
Topic:
Climate Change, Trade, Sustainability, Decarbonization, Energy, and Critical Minerals
Political Geography:
Africa

4. East Africa’s Potential Role in US Graphite Supply Chains

Author:
Cullen S. Hendrix
Publication Date:
07-2024
Content Type:
Policy Brief
Institution:
Peterson Institute for International Economics (PIIE)
Abstract:
The impact of the green tech trade war between the United States and China, which began with US semiconductor export controls, is now being felt in other areas. In December 2023, China introduced export controls on graphite, a key element used in the production of noncarbon technologies like batteries and solar panels. The effects were immediate: Chinese graphite exports to the rest of the world declined by 93 percent (by volume) in a single month. Exports to the United States and Japan—which is collaborating with the United States on semiconductor controls—dropped to zero.1 But although China is the largest player, it is not the only graphite producer in town. This Policy Brief assesses the prospects for three Sub-Saharan African countries—Madagascar, Mozambique, and Tanzania—for providing stable supplies of natural graphite to the US market, considering both domestic factors in the three countries and US policies established by the Inflation Reduction Act (IRA). These countries have adequate graphite resources and operators headquartered in Western allies. The problem is that there are significant governance-related challenges in Madagascar and Mozambique and some domestic challenges to incorporating East African graphite into US electric vehicle (EV) supply chains. US critical mineral sourcing policies will need to be modified to facilitate greater involvement of African producers in US graphite supply chains.
Topic:
Supply Chains, Electric Vehicles, Critical Minerals, and Graphite
Political Geography:
Africa, Mozambique, Tanzania, Madagascar, East Africa, and United States of America

5. What African producers of critical minerals can learn from Indonesia’s experience

Author:
Bradford Simmons
Publication Date:
12-2024
Content Type:
Special Report
Institution:
Atlantic Council
Abstract:
With its success in nickel production, Indonesia has become a model for those seeking to harness “resource nationalism” for domestic benefit. Substantial foreign investment, particularly from China, has been a key variable for Indonesia to become a globally relevant industrial center for nickel processing. While there are insightful lessons that policymakers from mineral-resource-rich African countries can learn from Indonesia, there must be caution in implementing some of Indonesia’s policies, especially export bans as they have had mixed results and depend heavily on external factors. Africa holds a third of the world’s mineral reserves, including critical minerals essential to the green energy transition. Yet, the continent remains underexplored, underdeveloped, and underfunded, receiving just 8–10% of global exploration and investment. Global demand for minerals like copper, nickel, cobalt, and lithium is expected to generate $16 trillion over the next 25 years, with sub-Saharan Africa potentially capturing $2 trillion. However, to realize this potential, Africa must shift from raw extraction to value-added processing. Developing local processing industries would boost economic diversification, job creation, tax revenues, and technological advancements while reducing dependency on raw-material exports. To achieve this, African governments must prioritize coherent, forward-looking policies that emphasize value creation. Commissioning technoeconomic studies to identify key supply chain opportunities will help guide investments. Establishing Special Economic Zones for critical minerals can attract international investors and foster industrial hubs. Leveraging the African Continental Free Trade Area to create robust commodity markets would position Africa as a competitive player. Additionally, streamlining regulatory processes, supporting carbon-free power projects, and advancing infrastructure investments through global initiatives such as the US PGI and EU Global Gateway can facilitate critical mineral processing and transport networks. Export bans, though well-intentioned, often backfire. Historically, they have reduced exports, weakened global trade positions, and worsened infrastructure challenges in energy, transportation, and logistics. Without effective governance and political stability, such policies risk stalling economic growth rather than stimulating it. By focusing on industrial infrastructure, value-added processing, and policies that promote long-term diversification, African countries can move beyond the limitations of raw extraction. With transparent governance and strategic investments, the continent can transform its mineral wealth into a driver of sustainable economic development.
Topic:
Environment, Energy Transition, Critical Minerals, and International Markets
Political Geography:
Africa, Indonesia, Southeast Asia, and Indo-Pacific