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 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…
Subscribers Enterprise -
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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Dossier 21 Aug 2026
Governance Reform Program
The reform calendar, milestone by milestone, with compliance tracking and the actors accountable for each.
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Dossier 21 Aug 2026
Security & Regional Stability
The security conditions the partnership rests on, from the eastern provinces to cross-border exposure.
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Dossier 21 Aug 2026
The Inga File
Generation capacity, transmission commitments, energy dependency, geopolitical and ecomonical stake underwriting the Inga project.
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