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 11 Nov 2026
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…
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Analysis 9 Nov 2026
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…
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Update 6 Nov 2026
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…
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Analysis 6 Nov 2026
US-DRC SPA Intelligence Brief | 6 November 2026
The FRN Wants MONUSCO Gone. Kinshasa Wants Goma Off-Limits.
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Update 3 Nov 2026
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.…
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Update 1 Nov 2026
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…
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Analysis 30 Oct 2026
US-DRC SPA Intelligence Brief | 30 October 2026
Kinshasa Reopened the Counter. The Zones Are Still Missing.
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Update 27 Oct 2026
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…
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Update 24 Oct 2026
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…
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Analysis 23 Oct 2026
US-DRC SPA Intelligence Brief | 23 October 2026
Kolwezi Pushed Back. The Cure Clocks Did Not Answer.
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Update 20 Oct 2026
A New Name, the Same Blocked Leaders. Screening for Kabila’s Front Starts Now.
Washington renewed the Congo national emergency without naming the FRN. Its top leadership was already designated. A compliance file that waits for a list update will…
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Analysis 16 Oct 2026
US-DRC SPA Intelligence Brief | 16 October 2026
Kabila Took the Seat. Washington Used the Name.
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