Investment
The Money Isn’t Coming. A US Official Just Said So Out Loud.
The officials gave two reasons investors stay away. Both matter, and they are usually collapsed into one.
On the ground
View all →
Update · Subscribers
Kabila v. OFAC | Political Risk Note
The Sanctions Architecture of the Washington Accords Faces Its First Courtroom Test with Joseph Kabila, sanctioned by the US Treasury on April 30, 2026 for material support to the M23 and AFC, taking his designation into a US federal courtroom.
Update · Subscribers
The DRC Tripled Its List of Strategic Minerals. Seven Things to Know.
In May 2026, the Council of Ministers adopted a decree adding six more. Three to nine, in one act yet most coverage reported the royalty. The more interesting material is underneath it.
Analysis
Fifty-Four House Democrats Read the Congo Deal. The Clause That Answers Them Is on Page Nine.
The 17 August letter is right where it has been doubted, wrong where it is most confident, and blind to the provision that would have made its case.
The reference desk
All registers →
Register · Live
SAR Registry
Every publicly reported Strategic Asset Reserve designation and transaction, with sourcing, confidence, and clickable asset profiles.
Tracker · Live
Regulatory Reform Tracker
Every SPA obligation, both parties, held to the treaty text clause by clause, with verdicts.
Rating · Live
DRC Sovereign & Institutional Rating
A sovereign-alternative composite across 14 pillars, plus per-entity ratings for 28 state enterprises.
Register · Live
CAMI Registry
The complete DRC mining-title cadastre, made searchable.
Register · Live
SPA Glossary
Every mechanism and legal term in the agreement, defined against the treaty text.
Dossier · Active
Strategic Asset Reserve
The definitive living file on the SAR: mandate drafting, qualification criteria, allocation politics and every operator in contention.
Dossier · Active
The Washington Accords
Ratification, implementation and the hundred-day test. The complete record of the instrument at the center of the partnership.
Dossier · Active
Lobito Corridor
Financing, construction phases, operators and the power gap along the route from the Copperbelt to the Atlantic.
Investment & Markets
View all →
Analysis
The Congolese People Have Made the Choice. Kinshasa’s Hedge Now Has a Paper Trail.
Two months after 56 percent of Congolese conditionally endorsed the American bargain, the treaty they priced sits adopted, unpromulgated, and overtaken on both sides of the rivalry.
Update · Subscribers
Two Atlantic Export Architectures for Congolese Minerals. Only One Is in the Treaty.
Washington is financing a route through Angola. Abu Dhabi is signing terms for terminals on the Congolese coast. The obligations and the capacity are moving in different directions, on different timelines.
SPA Intelligence Brief
Kabila Is Now an OFAC Blocked Person: What Every SPA-Aligned Investor Must Do
OFAC designated Joseph Kabila on 30 April 2026. Five immediate compliance steps for SPA-aligned investors and operators with DRC exposure.
Subscriber Access Platform
Unlock Complete US-DRC SPA Intelligence
Subscribe for full access to weekly briefs, gated analysis, reference registers, and flagship dossiers.