US DRC SPA Intel
US-DRC SPA Intelligence Brief | August 28, 2026
Alert level: Elevated on institutions and corridors. Not on signature theater.
On the ground
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Update · Subscribers
Ten Percent of the Company, 7.5 Percent of the Revenue: Congo Just Priced Its Corridor
The first published economics of the Dilolo-Sakania concession settle what the state gets. They leave open who pays for it, and that answer is written in a tariff nobody has seen.
Update · Subscribers
One Railway, Two Theories: Kinshasa Signed a Transformation Corridor. Washington Toasted an Export Line.
Hours apart, on the same instrument, the two capitals described different corridors. Neither was wrong. The gap between their theories is where the politics of this railway will live.
Update · Subscribers
The Man Who Helped Write the Treaty Now Runs the Company It Points At.
President Tshisekedi did not send a mining engineer to fix Gécamines. He sent the EY partner who sat on the cell negotiating the US deal, and installed him at the state's most political company the moment Washington started asking where the copper goes. That tells you what the job actually is.
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 · Subscribers
Congo’s Parliament Rejected a Grand Inga Law Once. The Same Objection Is Blocking the Next One.
The World Bank counts a legal framework among its two conditions for reaching financial close on Inga 3. Congolese deputies threw out a Grand Inga law in 2018 on the ground that the country already had one, and nothing in the interval has answered them.
Update · Subscribers
The Power Line Nobody Negotiated: Angola Is Wiring the Copperbelt While the Treaty Watches Inga
Katanga is short 2,000 MW. Angola has the surplus. The capital wiring the two together answers to Luanda and the Gulf, not to Washington's treaty.
Update · Subscribers
Glencore Made Four Congolese Appointments and Moved the Reporting Line Above the Country in the Same Announcement.
Both things are true, they are in the same release, and only one of them made the headlines. The localisation is real. So is the relocation of oversight, and the timing tells you which one the release was written to show.
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