US DRC SPA Intel
US-DRC SPA Intelligence Brief | 6 November 2026
The FRN Wants MONUSCO Gone. Kinshasa Wants Goma Off-Limits.
On the ground
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Update · Essential
The East Is Still Open. Kigali Is Now a Sanctions Perimeter.
Army. Minerals. Ministry. Bank. Preferential trade access. In eight months Washington has systematically raised the cost of routing Congolese material through Rwanda. The corridor remains usable. The Rwandan node is not.
Update · Essential
The ADF’s Gold Is a Rounding Error. The Corridor It Rides Is Not.
A new investigation shows an ISIL-affiliated insurgency financing itself from Congolese gold sold through Uganda. The armed group's take is small. The trade carrying it is where investors are exposed.
US DRC SPA Intel
US-DRC SPA Intelligence Brief | 30 October 2026
Kinshasa Reopened the Counter. The Zones Are Still Missing.
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.
Dossier · 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
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Update · Essential
Inga Now Has a Committee. The Money Answers to a Vote in Washington
The US sent Treasury, not its development bank, to chair the first Grand Inga meeting. That choice says more about how the dam will be financed than anything the meeting announced.
Update · Essential
Washington’s Biggest DRC Deal to Date Is Nearly Done. Kinshasa Has Already Priced It.
Nine months after the Orion memorandum, the sequence of moves has come from Kinshasa. Each one raised the state's take before the buyer closed. Washington's development bank and its export credit agency now sit on both sides of the same copper.
US DRC SPA Intel
US-DRC SPA Intelligence Brief | 23 October 2026
Kolwezi Pushed Back. The Cure Clocks Did Not Answer.
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