Update · Essential
The First Congolese Tin Bound for America Has a Road Problem
A Virginia plant has bought a fifth of Bisie's output. The sanctions question on that tonne now sits on the road out of Walikale, not at the mine.
On the ground
View all →
Update · Essential
Glencore’s Cobalt Promises Run to 2031. Its Export Permits End in 2027.
Every named Western refinery that has publicly secured Congolese cobalt hydroxide holds a contract with Glencore. None holds a commitment from Kinshasa. After 2027 that is the only commitment that counts.
Update · Essential
The JSC Met in Paris. Five of Six Fiscal Reforms Are Still Open.
The second Joint Steering Committee meeting was not a routine progress update. It was the last practical sitting before the Agreement's twelve-month fiscal review window closes on 4 December.
US DRC SPA Intel
US-DRC SPA Intelligence Brief | 6 November 2026
The FRN Wants MONUSCO Gone. Kinshasa Wants Goma Off-Limits.
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
View all →
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.
Subscriber Access Platform
Unlock Complete US-DRC SPA Analysis
Subscribe for full access to weekly briefs, gated analysis, reference registers, and flagship dossiers.