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Edition of Thursday 20 August 2026
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Update · Strategic Minerals Medium

The DRC Tripled Its List of Strategic Minerals. Seven Things to Know.

In May 2026, the Council of Ministers adopted a decree adding six more. Three to nine, in one act yet most coverage…

Brief · Analysis · US-DRC Strategic Partnership Essential

Fifty-Four House Democrats Read the Congo Deal. The Clause That Answers Them Is on Page Nine.

The 17 August letter is right where it has been doubted, wrong where it is most confident, and blind to the provision…

Brief · Analysis Essential

The Congolese People Have Made the Choice. Kinshasa’s Hedge Now Has a Paper Trail.

Two months after 56 percent of Congolese conditionally endorsed the American bargain, the treaty they priced sits adopted, unpromulgated, and overtaken on…

Update · Analysis Public Medium

Two Atlantic Export Architectures for Congolese Minerals. Only One Is in the Treaty.

Washington is financing a route through Angola. Abu Dhabi is signing terms for terminals on the Congolese coast. The obligations and the…

Dossier · US-DRC Strategic Partnership Professional

US-DRC Partnership Hub

Dossier · Sakania-Lobito Corridor Professional

The Lobito Corridor: the Congolese segment

Meta Title: Lobito Corridor Analysis: Central Africa Impact Report

Brief Essential

Kabila Is Now an OFAC Blocked Person: What Every SPA-Aligned Investor Must Do

OFAC designated Joseph Kabila on 30 April 2026. Five immediate compliance steps for SPA-aligned investors and operators with DRC exposure.

Brief

Kinshasa’s 9 Billion Dollar Gamble: The DRC Between the US and China

The DRC used a 9 billion dollar US mining deal to extract a Chinese trade concession. But the Orion-Glencore MOU cannot close,…

Brief · Critical Minerals · Geopolitics Essential

Strategic Corridor Analysis: What is the Sakania-Lobito Corridor?

The Sakania-Lobito Corridor is a strategic transit railway routing project designed to connect the mineral-rich Katanga region of the Democratic...

Brief · Trade Essential

What is the US-DRC Strategic Partnership?

The US-DRC Strategic Partnership is a bilateral framework between the United States and the Democratic Republic of Congo, announced in...

Brief · Geopolitics Essential

Lobito Atlantic Railway: Strategic Implications of the May 2026 Concession Award

The concession award for the Sakania-Lobito Corridor logistics consortium marks a structural change in the financing and risk structures of...

Dossier · Critical Minerals · Trade Professional

Strategic Asset Reserve: Application to Cobalt — Methodology and Implications

This dossier contains version-controlled intelligence tracking the application of the Strategic Asset Reserve framework to the Katanga cobalt market. It...

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