Update
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…
Analysis · Sakania-Lobito Corridor
27 Aug 2026
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Update
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…
Lobito Corridor Infrastructure
27 Aug 2026
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Update
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…
Critical Minerals
27 Aug 2026
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Update
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…
Energy · Investment
26 Aug 2026
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Update
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.
Analysis · Energy · Infrastructure
26 Aug 2026
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Update
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…
Analysis · Critical Minerals
25 Aug 2026
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Regulatory Reform Tracker
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…
Analysis · Reforms
24 Aug 2026
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Analysis
The officials gave two reasons investors stay away. Both matter, and they are usually collapsed into one.
Investment
23 Aug 2026
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Update
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…
Analysis · Politcal Risk Notes · US-DRC Strategic Partnership
21 Aug 2026
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Dossier
Professional
The reform calendar, milestone by milestone, with compliance tracking and the actors accountable for each.
Governance
21 Aug 2026
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Dossier
Professional
The security conditions the partnership rests on, from the eastern provinces to cross-border exposure.
Geopolitics · Security
21 Aug 2026
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Dossier
Professional
Generation capacity, transmission commitments, energy dependency, geopolitical and ecomonical stake underwriting the Inga project.
Energy
21 Aug 2026
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Dossier
Professional
Ratification, implementation and the hundred-day test. The complete record of the instrument at the center of the partnership.
Geopolitics · Governance
21 Aug 2026
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Dossier
Professional
The definitive living file on the SAR: mandate drafting, qualification criteria, allocation politics and every operator in contention.
Critical Minerals · Strategic Asset Reserve
21 Aug 2026
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Register
Essential
Financing, contractors and completion status for each Lobito Corridor works package.
Sakania-Lobito Corridor
20 Aug 2026
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Update
In May 2026, the Council of Ministers adopted a decree adding six more. Three to nine, in one act yet most coverage reported the royalty. The…
Strategic Minerals
18 Aug 2026
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Analysis
Two months after 56 percent of Congolese conditionally endorsed the American bargain, the treaty they priced sits adopted, unpromulgated, and overtaken on both sides of the…
Analysis
17 Aug 2026
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Analysis
The 17 August letter is right where it has been doubted, wrong where it is most confident, and blind to the provision that would have made…
Analysis · US-DRC Strategic Partnership
17 Aug 2026
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Analysis
This strategic intelligence briefing explores regional infrastructure developments in Central Africa, highlighting the role of Lobito Corridor, transport link in shifting trade flows.
Sakania-Lobito Corridor
17 Aug 2026
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Update
Washington is financing a route through Angola. Abu Dhabi is signing terms for terminals on the Congolese coast. The obligations and the capacity are moving in…
Analysis
4 Aug 2026
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Dossier
Professional
The Lobito Corridor's Congolese segment dedicated dossier
Sakania-Lobito Corridor
24 Jul 2026
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Explainer
Essential
The Lobito Corridor, explained: the railway the US-DRC Strategic Partnership names as its export spine, the five-year volume targets, and why it turns Congolese metal west.
Lobito Corridor
23 Jul 2026
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Explainer
Essential
How the US-DRC Strategic Partnership is financed, explained: why the agreement carries no money, where the capital actually comes from, and why that makes it a…
US-DRC SPA
23 Jul 2026
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Explainer
Essential
How the US-DRC Strategic Partnership is enforced, explained: why it has no penalty clause, what happens if commitments are missed, and where the real teeth actually…
US-DRC SPA
23 Jul 2026
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Analysis
The DRC used a 9 billion dollar US mining deal to extract a Chinese trade concession. But the Orion-Glencore MOU cannot close, and Kinshasa's leverage has…
23 Jul 2026
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Analysis
OFAC designated Joseph Kabila on 30 April 2026. Five immediate compliance steps for SPA-aligned investors and operators with DRC exposure.
23 Jul 2026
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Explainer
Essential
The US-DRC Strategic Partnership versus China's approach in the Congo, explained: barter against rules, why owning the mines is not enough, and which model has delivered.
US-DRC SPA
23 Jul 2026
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Explainer
Essential
The Strategic Asset Reserve, explained: how the US-DRC Strategic Partnership decides which Congolese mineral assets US investors see first, and the first-offer clock on each one.
Strategic Asset Reserve
23 Jul 2026
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Explainer
Essential
The Qualifying Strategic Project, explained: the ownership and control test under the US-DRC Strategic Partnership, the twenty-year equity clock, and how it differs from the SAR.
Qualifying Strategic Project
23 Jul 2026
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Explainer
Essential
Article XII of the US-DRC Strategic Partnership, explained: the reforms the Congo must enact, the twelve-month clock and its two deadlines, and why these reforms matter.
Article XII
23 Jul 2026
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Explainer
Essential
The Joint Steering Committee, explained: the ten-member body that runs the US-DRC Strategic Partnership, what it decides, why consensus matters, and why it is the body…
Joint Steering Committee
23 Jul 2026
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Explainer
Essential
What the US-DRC Strategic Partnership covers, explained: the four areas of cooperation, why it is not only a minerals deal, and what the agreement does and…
US-DRC SPA
23 Jul 2026
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Explainer
Essential
Who signed the US-DRC Strategic Partnership and who runs it, explained: the two governments, the agencies and financiers on each side, and who is allowed to…
US-DRC SPA
23 Jul 2026
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Dossier
Essential
Every mechanism, institution, and legal term in the US-DRC Strategic Partnership Agreement, defined against the treaty text. Read The SPA, Explained for how the mechanisms fit...
20 Jul 2026
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Analysis
The Sakania-Lobito Corridor is a strategic transit railway routing project designed to connect the mineral-rich Katanga region of the Democratic...
Critical Minerals · Geopolitics
16 Jun 2026
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Analysis
The US-DRC Strategic Partnership is a bilateral framework between the United States and the Democratic Republic of Congo, announced in...
Trade
16 Jun 2026
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Update
Two states moved on the same company for the same metal within six months. Neither named the Congolese mines that make both deals work, and neither…
Analysis
16 Jun 2026
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Dossier
Professional
This dossier contains version-controlled analysis tracking the application of the Strategic Asset Reserve framework to the Katanga cobalt market. It...
Critical Minerals · Trade
16 Jun 2026
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Analysis
The concession award for the Sakania-Lobito Corridor logistics consortium marks a structural change in the financing and risk structures of...
Geopolitics
16 Jun 2026
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