Analysis
Briefs, updates and political-risk notes on the US-DRC Strategic Partnership. Published weekly. Open pieces are free; subscriber briefs show a preview.
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Update 1 Sep 2026
He Skipped Kinshasa. That’s Not the Story. The Story Is What He’s Selling Everywhere Else.
America's new Africa envoy is on his second tour of the continent, and the deal his pitch is built on isn't on the itinerary. The omission…
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Update 29 Aug 2026
The Shareholder Died in Brussels. The Shares Are Still Voting.
Sibéka was judicially dissolved in Belgium in December 2023. It still holds 20 percent of MIBA, the Congolese state diamond producer. That stake has outlived three…
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Analysis 28 Aug 2026
US-DRC SPA Intelligence Brief | August 28, 2026
Alert level: Elevated on institutions and corridors. Not on signature theater.
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Update 27 Aug 2026
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…
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Update 27 Aug 2026
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…
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Update 27 Aug 2026
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…
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Update 26 Aug 2026
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…
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Update 26 Aug 2026
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.
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Update 25 Aug 2026
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…
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Regulatory Reform Tracker 24 Aug 2026
Washington Keeps Asking Where Kinshasa Fund’s Money Comes From. The Fund’s Own Answer Is the Problem.
Three consecutive US assessments have asked the DRC to disclose how its sovereign wealth fund is financed. The disclosure exists. It cites a decree the government…
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Analysis 23 Aug 2026
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.
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Update 21 Aug 2026
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…
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