Geopolitics of Critical Minerals: An Analysis of the strategic gains and risks offered by the EU Strategic Partnership, Lobito Corridor and Minerals for Security deals on East and Southern Africa’s Critical Transition Minerals

Featured photo credit: Sipa photo by Graeme Sloan via AP).

Authors: Moses Kulaba, Governance and Economic Policy Centre and Robert Letsatsi, Botswana Watch Organization

Background

The surging demand for minerals critical to green transition offers potential economic benefits for mineral rich countries however the dash to secure their supply chain has kicked off geopolitical interests, competition and realignments whose outcomes could have long lasting relationship with divergent unforeseen impacts. With the Eastern and Southern Africa combined as a single economic bloc, the region has the highest concentration of critical green transition minerals such as cobalt, coltan, nickel, graphite, tungsten, tantalum, copper in the world. Yet the history of governance and management of the mineral sector has never yielded very positive dividends for mineral-rich countries in the region. Minerals have fueled conflicts in the DRC and Mozambique, Debt traps in Zambia, political patronage and environmental concerns in Zimbabwe and economic inequalities in South Africa and Botswana.

So far, the EU has signed Critical Minerals Strategic Partnerships with 5 Africa green minerals rich countries and the US led Lobito Mineral Corridor partnership plan to connect the Democratic Republic Congo’s mineral rich Katanga region and Zambia with a railway line to the Angolan Port of Lobito.  Moreover, in recent months we witnessed the emergence of minerals for security deals signed between the US and Ukraine and the US with the DRC and Rwanda.  These developments offer a new geopolitical twist in this global race to secure the critical green transition minerals, pitting the developed western economic superpowers against China in the dash for Africa’s critical mineral resources. Amidst this mineral dash and geopolitical balkanization, it is feared that without strategic positioning, the Eastern and Southern Africa critical minerals rich countries could again miss out from this mineral boom.

Overview of Critical Minerals in Eastern and Southern Africa

East Africa is vastly endowed with critical minerals with Tanzania having the 5^th largest graphite reserves globally (18million tons) and 1.52 million tons of high-grade nickel. With the DRC combined, the East Africa has accounts for more than 50% of Africa’s critical minerals output of graphite, copper, cobalt, coltan and nickel. The DRC holds the world’s largest cobalt reserves, accounting for about 70% global output and ranks as Africa’s largest and the world’s second-largest copper producer. The DRC government is working on policies to improve governance, local beneficiation, and attract ethical investment while reducing dependency on Chinese processing.

Despite this potential, EAC as a block has not yet maximized benefits from its mineral wealth and member states have been working on competing policies to improve governance, attract ethical investments and increase local beneficiation.

Mineral Resources in EAC

_{Source: EAC Vision 2050 and South Sudan Development Strategy}

Southern Africa holds vast deposits of the world’s critical minerals. For example, South Africa holds the largest (90%) reserves of Platinum Group Minerals (PGMs) globally[1]. South Africa and Zimbabwe account for 92% of global reserves of PGM and produced 82% of platinum globally in 2022[2].  Zambia has large Copper deposits accounting for 70% of Africa’s exports while Zimbabwe has the largest lithium reserves globally (estimated at 11 metric tons in Masvingo Province). Lesotho, Botswana, Namibia and Angola have some of the largest deposits of diamond. Angola has been diversifying beyond oil and diamonds, promoting critical minerals exploration and processing. The government is enhancing mining regulations, attracting foreign investment, and seeking strategic partnerships to develop local value chains. As one of the world’s top ten largest copper producers, Zambia is strengthening policies to boost value addition, encourage local smelting and refining, and attract Western investment. Zambia is Africa’s second-largest copper producer after Democratic Republic of Congo and the country is positioning itself as a major supplier in clean energy and EV industries.

From the above data, the Eastern and Southern Africa combined accounts for more than half of the global supply of critical minerals such as copper, coltan, platinum, graphite, manganese, nickel and lithium. In recent years there has been an increasing focus towards critical minerals with global mining exploration budgets for minerals such as lithium, copper and nickel rapidly spiking up since 2022.  This places the East and Southern Africa region at the heart of competing geopolitical interest in race for the control of critical minerals supply chains. In the midst of this rush, the Eastern and Southern Africa region countries have been competing amongst themselves and undercutting each other to attract key large-scale players in the mining sector. This race has both socio-economic, human rights and geopolitical risks and concerns.

What are the key socio-economic justice concerns in the mining sector

The history of mining in the region has not been perfect. Like in previous mining experiences generally, increased extraction of critical minerals raises serious key socio-economic justice concerns like environmental injustice, gross violation of human rights, climate change, community displacement and land grabbing, lack of transparency and accountability, corruption and unequal distribution of benefits. Such concerns have been put in even greater spotlight, where demand for these minerals worldwide began to rise and will surge over the next 20 years in support of the energy transition and technological advancements.

Mining of critical minerals is happening in new land frontiers never explored or exposed to large scale mining before. This contributes to significant environment impacts around villages and communities where they are found. Their effects range from land rights violations via new evictions to destruction of social infrastructures such as schools, hospitals and residential homes due to blasting for minerals[1]. Land degradation, dust pollution and loss of arable agricultural land through clearances for new mines affects health and livelihoods. Processing of minerals such as Lithium and Nickel requires a lot of water and this is contributing to water shortages and pollution of water sources around the mining communities[2].   

Moreover, critical minerals are driving existing and new conflicts in many African countries such as the DRC, Rwanda, Burundi and Mozambique. According to UN reports, the desire to control exploitation of critical minerals are a major driver for the ongoing conflict in DRC[1].

Geopolitics of Critical Minerals

The increasing demand and competition for critical minerals is driving unending geopolitical tensions over which countries can gain access to these resources and how best to manage them.  As the geopolitical competition amongst global economic superpowers; China, US, EU, Russia, United Kingdom and new emerging powers such as Australia, UAE and India has increased in recent years. The strategic partnerships and infrastructure partnerships such as the Lobito corridor have been signed.  Recently, we have witnessed the emergence of ‘Mineral for Security deals’ such as the ones signed between the US- Ukraine and the US- DRC aimed at transferring control of a portion of critical mineral supplies in exchange for security guarantees and protection. There are many geopolitical interests and tools used at play but these are the noticeable physical manifestations of this geopolitical competition for critical minerals.

The consequences of these new geopolitical realignments are diverse but alignments and signed deals force smaller countries to surrender sovereignty of their mineral natural resources by attach their political interest to the supply of critical minerals. There has been a surge in the use of counter friendshoring measures by importing countries establishing direct partnerships with exporting countries for raw critical minerals. While this may be viewed as a positive development for minerals and commodities trade, the tilted partnerships reinforce the underdevelopment of the downstream supply chain capacity for critical minerals, especially as developed countries secure the Just Energy Transition (JET) technologies. And are not willing yet to transfer this technology to the minerals source countries. The complex dynamics and intricate geopolitical forces surrounding critical minerals therefore demands a comprehensive and forward-thinking strategy to effectively navigate the evolving global landscape[2]. Without this, the risk of securing little benefits from the critical mineral wealth for Eastern and Southern Africa is real.

The EU Strategic Minerals Partnerships and implications on Africa’s critical Minerals

Amid global geopolitical tensions, the EU has been ramping up efforts to diversify its mineral value chains. The EU has forged strategic partnerships with critical minerals resource-rich African nations like Tanzania, Namibia, DRC, Zambia and Rwanda. To date the EU has established partnerships for critical raw materials with at least 14 countries[3]. These partnerships are designed to secure access to critical minerals at various stages of the value chain, strengthen European industrial resilience and accelerate the green transition of its economies while supporting Africa’s own industrialization ambitions. The EU has further established a multistakeholder partnership with the US to develop the Lobito corridor project^[4]. While these partnerships are considered vital in ensuring improved mineral governance and securing investment inflows into Africa’s mining sector, on the flipside they are viewed controversially as a strategic path for continued EU dominance by tightly tying Africa as a source of raw critical materials to feed Europe’s industrial base.

The EU strategic minerals partnerships have a prospect of placing Africa as a global player in the critical minerals space and potentially securing Africa’s contributing towards a net zero future. According to the EU, the strategic partnerships will involve cooperation on supply chain integration, infrastructure financing, research and innovation, capacity building, and sustainable sourcing of minerals. With strategic leverage and tactful negotiation, Africa can potentially wean itself off the largely exploitative contracts previously signed with mining companies that were economically biased, had disregard for human rights and responsible sourcing. Without tearing the existing contracts apart, Africa can establish a new progressive framework to guide its mining

However, the EU mineral partnerships are viewed as inherently biased and pursued with less consideration of socio-economic and environmental considerations. According to SOMO, the EU strategic partnerships are not good for addressing climate change and net zero. Despite the green tint, the EU is focused on the minerals and less on the effects. Europe is ultimately pursuing a resource-intensive growth strategy to bolster its industries in profiting from low-emission technologies. This prioritization of growth neglects that affluent countries’ overconsumption of resources is the root cause of climate change and the major driver of biodiversity loss, pollution, and waste. Worse, the unfavorable trade regimes [secured under the partnerships] can prevent poor resource-rich countries from climbing up global value chains

The Lobito Corridor Initiative and its implications

The Lobito Corridor is a 1 300 km rail and infrastructure project stretching from the Angolan port of Lobito to mining regions of Kolwezi in the Democratic Republic of the Congo (DRC) and Zambia. Financed by the US and its EU allies, the project provides an alternative route to transport minerals such as cobalt and copper, helping to diversify mineral supply chains in the region.

According to the US Department for Finance Corporation (DFC), the Lobito corridor initiative is not just any traditional development aid project but a strategic initiative aimed at strengthening critical mineral supply chains by countering China’s dominance[1]

Justification for the Lobito Corridor Project

According to the US Department for Finance Corporation (DFC) the Lobito Corridor project is poised to spur trade, industrialization, and regional integration across Southern Africa. The advanced technologies required for the industries of the future depend on reliable access to copper and cobalt. These minerals are essential for batteries, wind farms, electric vehicles, as well as energy transmission and distribution.

But critical mineral supply chains are threatened by Chinese dominance. Companies based in China own or operate as much as 80 percent of the critical mineral production in the Democratic Republic of the Congo (DRC), much of which is sent to China for processing. And China is pushing new projects to further secure its dominance, adding to the estimated $1 trillion it has spent on its global infrastructure initiative known as its Belt and Road Initiative, or BRI. 

Additionally, many of the world’s most mineral-rich countries such as the DRC lack the infrastructure to transport growing volumes of these materials to major coastal ports where they can be exported to markets around the world. DRC is the second-largest global producer of copper, and the largest producer of cobalt with a 70 percent global market share[2].

Key gains from Lobito Corridor Initiative

Offers an opportunity of revitalizing defunct infrastructure in a region severely affected by war. A railway built more than 100 years ago connecting mining sites in the DRC to the Lobito port in Angola was largely destroyed during the Angolan civil war. A reconstructed railway suffered from poor construction and upkeep. As a result, these critical minerals are currently transported by heavy-duty trucks to ports in South Africa and Tanzania over roads that can take months to travel. Growing demand for critical minerals threatens to exacerbate the problem. Analysts predict that cobalt demand will exceed the pace of production before the end of 2024 and thereby justifying the construction of new infrastructure projects such as the Lobito Corridor project[3].

The Lobito corridor project provides an opportunity for opening up new investments into the region.  According to the initial plans the US Finance Cooperation would provide a $553 million loan to the Lobito Atlantic Railway to finance the upgrade and rehabilitation of more than 800 miles (1,300 km) of the rail connecting the city of Luau on the border of the DRC to the port city of Lobito in Angola, as well as the upgrade and rehabilitation of the mineral port in Lobito.

The investment is intended to improve the cost-effectiveness, speed, and resilience of global supply chains by upgrading and rehabilitating the railway in Angola that increases the efficiency and reliability of transportation out of the DRC’s mines. And it ensures China will not secure a monopoly on critical minerals access and transit routes in this key region.  

Over the last decade, China had subsidized new construction and upgrades to rail systems in the region, including in Angola, DFC’s neighbor to the west and home to several key coastal transportation hubs, such as the Port of Lobito and the Benguela Railway that extends eastward from it into the DRC. Chinese companies and China-linked entities have worked to control regional transportation systems and restrict access to U.S. and allied businesses, creating challenges to investments in markets like the DRC. However, those projects have suffered from what The Wall Street Journal described as “poor construction and upkeep,” leading to “rundown stations, malfunctioning safety systems offline servers and frequent derailments on the train line.”

DFC’s investment will diversify away from Chinese-controlled economic corridors. It will reinforce railway tracks and bridges along the route and add containers, trains, and equipment such as mobile cranes and forklifts. These investments are expected to increase Lobito’s transportation capacity from 0.4 million metric tons per year as of the end of 2024 to 4.6 million metric tons. It will also benefit the local economy, where minerals make up 90 percent of the DRC’s total exports, accounting for 40 percent of its GDP and $30 billion in value as of last year.

 Through the upgraded railway, port, and corresponding sea routes, exports for these critical minerals to global markets are expected on average to cost 30 percent less and take 29 fewer days. Lobito and projects like will bolster trade access in and around Angola. The coordination led by DFC—which is poised to expand to new projects— presents a boom for U.S. industries, with Angolan organizations already looking to source equipment from the United States for mining, storage, and other integral elements of the project. 

More broadly, the Lobito project strengthens Angola’s role as a key security and economic partner of the United States and as a leader in Sub-Saharan Africa working to resolve issues—including those that affect American interests such as the peace process in eastern DRC. Angolan President João Lourenço also recently assumed the role of chairman of the African Union, and the Lobito project is considered as a potential lever for influencing positions and securing other strategic projects across Africa.  

According to the US DFC, within Angola, the project will upgrade critical infrastructure to international standards and will ensure that access to rail remains open to all paying customers. It is expected to create a 30% reduction in shipping costs and 29 day reduction in shipping time as a result of the DFC’s investment in the Lobito Atlantic Railway. Moreover, it is expected to generate significant local income there, with total local procurement of goods and services expected to reach more than $350 million within the first five years.  

And it is expected to create more than 1,000 new full-time jobs for Angolans, growing the existing workforce from 434 to more than 1,500. Other support projects will benefit from the investments in the Lobito Corridor.   For example, a $10 million loan from DFC to Seba Foods Zambia Ltd. is designed to support the expansion of its food production and storage capacity for maize-based, soya-based, and other nutritious and affordable consumer food products, strengthening the food value chain in Zambia, which is on the eastern end of the Lobito Corridor. Seba Foods was the first U.S. Government-financed food security and agribusiness-focused investment following the announcement of the vision for the Lobito Corridor. 

The Lobito Corridor initiative exemplifies the competition, with the US and EU aligning efforts to establish stronger supply chains. China, already investing heavily, aims to enhance its Belt and Road Initiative along the corridor. The US has indicated that China can still utilize the railway for its exports. The US-China cooperation on this project may create new avenues for sustainable development in Africa. If the two superpowers align their Lobito strategies, it could accelerate Africa’s green industrialization. Jointly-driven investments would align with Africa’s broader economic growth and sustainable development goals. Africa’s potential for growth will attract both powers, as both seek competitive positions within the Lobito Corridor. China has already recently signed a $1 billion deal to restore the TAZARA railway^[4].

Key concerns of the Lobito Corridor Initiative

CSOs are concerned the Lobito Corridor project exemplifies the geopolitical interests to serve the US and EU interests rather than Africa (Zambia Angola & DRC’s) interests. As clearly stated by the US and the EU, the Lobito corridor initiative is intended to strategically increase the US and EU’s dominance and security of access to Africa’s critical minerals supply chains and diversifying Africa away from Chinese-controlled economic corridors. This project is therefore largely driven by external interests and Africa finds itself in the middle of these competing geopolitical interests.

The project exacerbates the colonial hinterland to port extractive infrastructure, designed with a major purpose of extracting and transporting Africa’s resources as raw materials from the hinterland to the port ready for export to benefit elsewhere. The Lobito initiative railway project has no interconnection with other transport nodes to facilitate in country mobility and connectivity to other economic sectors. It is therefore designed with an exploitative lens driven with an ‘extract and take away’ mindset, with less beneficial considerations to the broader national public concerns. Financing of arteries linking the railway to other transport infrastructures would address significant infrastructure problems affecting millions of people across the countries in the corridor. For example, an East-West railway connection could link Lobito and TAZARA routes, creating Africa’s first transcontinental railway. Such a corridor could bridge the Atlantic and Indian ocean[1].

The project will be financed with loans acquired from the US and EU, whose payment will be recouped from revenues from the operations and sale of the critical minerals. This is ironical as the lenders will be the major beneficiaries from the mineral export. The long-term net effect or benefit from these may be negligible as the debt burden for the corridor countries (Angola, DRC and Zambia) will increase and they may be forced to pay using their minerals resources.

The strategic partnerships and Lobito corridor project have no plans to investment in critical minerals value addition with in the participating countries. As a consequence, the project may consolidate Africa’s exclusion from the critical minerals global value chain, locking Africa to lower tier of the value chain as a supplier of critical raw materials.   Current studies and evidence show that Africa integration in the Global Value Chain is largely through forward linkages whereby it primarily provides unprocessed raw materials to feed the industrial development and economic prosperity elsewhere.

For example , the United States Geological Survey (USGS) and UNCTAD data shows that the DRC and Zambia refine only about 7% and 3.5% of all the copper produced, which is far much lower than their share in the global production.[2] In recent years China has emerged as the leading processor of critical minerals (Lithium, Copper, Nickel & Cobalt) implying that Africa’s minerals are exported raw, processed and re-exported back to Africa as intermediary or finished goods.

Moreover, the Lobito corridor does not promote intra Africa trade in minerals and therefore runs contrary to Africa’s mineral and economic development ambitions as articulated in the various propositions of the Africa Unions Agenda 2063 and the Africa Mining Vision particularly in regards to regional cooperation and beneficiation. The USGS report for 2023 shows that African Minerals are largely traded with countries outside Africa. For instance, the DRC accounts for 77% of Africa’s cobalt exports, however, its intra Africa links are few. This suggests its trade is largely more with countries outside the continent. Several countries with insignificant cobalt reserves and production re-export more beneficiated cobalt through regional networks as indicated in the table below, reaping bigger economic benefits from added value. 

Table showing Africa Major Critical Minerals Export Destination, Intra Africa Trade and Linkages

In the long run, the Lobito corridor project will potentially weaken further existing limited intra Africa linkages and collaborative projects by setting up or creating an unfavorable competition for already existing infrastructure such as the Tanzania-Zambia Railway (TAZARA) and the Ports of Dar es Salaam, Beira in Mozambique and Durban, which have recently received major uplifts with costly loans from China and other global financial institutions such as the World Bank.

The Lobito Corridor project excludes itself from other major problems facing mining in the region, including addressing previous economic injustices and human rights related issues, the long-term effects of war and climate change. Because of the fear of being edged out by China, the Lobito corridor project does not come with stringent requirements and expectation for adherence to high human rights standards by the partner countries.

Mineral for Security Deals and implications on Africa’s critical minerals.

Amidst the ongoing geopolitical interest for critical minerals, recently we have witnessed the emergence of Minerals for Security Guarantee deals as a tool for control of access to critical minerals supply chains. On 30^th April 2025 the US signed a Minerals for security deal with Ukraine and in June, the US signed a Mineral for Security deal with the DRC and Rwanda. The deals provide access to critical minerals in return for security guarantees from the US. Although the deals have been covered with a peace and conflict resolution imperative, they are essentially aimed at securing the US’s access to critical minerals.

According to Global witness, the deals like the extraction and trade of some critical minerals intensify new geopolitical tensions, reinforcing long-standing patterns of exploitation^[3] including conflicts. The Trump Ukraine deal revealed a connection of critical minerals to the Russia and Ukraine war and how critical mineral natural resources in Ukraine have become a key bargaining chip in international diplomacy between the US and Russia.

In fact, the government of the Democratic Republic of Congo reached out to the Donald Trump administration with a Ukrainian-style proposal in February 2025 in response to the rapid advance of the M23 rebel group in the east of the country. At stake are the mineral riches of North and South Kivu provinces, a major but highly problematic source of metals such as tin, tungsten and coltan[4].

According to different sources, this deal was presented as a pacification tool for eastern DRC and once signed could boost Rwanda’s processing of Congo minerals while providing the US with an assured source of processed critical minerals required to support its industrial technology and security needs.

The full contents of deal are not readily available to the public but leaked versions mentioned requirements for withdrawal of Rwandan Forces from the Eastern DRC and integration of the M23 belligerent factions into the DRC’s forces.

The mineral deals essentially consolidate a firm grip of the US on access to DRC’s critical minerals, closing off competition against other potential rival countries such as China and Russia, there by exacerbating grounds for economic injustice, opacity, lack of transparency and potential for unfair mining deals, biased in favour of the security guarantors. Mineral deals are tainted with opacity, designed with a biased exploitative and a perceived neocolonial mindset aimed at rewarding the dominant superpower and the aggressor against the victim. They are negotiated behind closed doors and their full terms are not availed neither to the public nor the citizens of the mineral rich country.

According to Kambale Musavuli of the Centre for Research on Congo-Kinshasa, the US brokered deal between the DRC and Rwanda is wild. The US is getting access to $2 trillion of worth of DRC minerals in exchange for forcing the withdrawal of Rwandan backed M23 militias. That is one tenth of the DRC’s total mineral wealth, more than any single foreign country claims. This is strange because analysts of the region have long argued that the US effectively enabled Rwandan support for the M23 in order to destabilise the DRC, prevent a functional state from arising and achieving sovereignty over its mineral wealth, and thus ensure minerals stay cheaply available for US firms. If this analysis is correct then the US has just acquired $2 trillion mineral rights in exchange for stopping a conflict that it has effectively supported. Consider also how medi discourse is playing out. Remember that in 2008 Chinese firms signed a deal with the DRC to obtain $9billion in minerals in exchange for infrastructure development. Western media went wild with narratives of “Chinese colonization”. Now the US has secured minerals deal 200x larger and the media narrative is all about how the US brings “peace”

The mining security deals were negotiated in secrecy led by political elites and diplomats. As such citizens are disempowered from having a say in the future management of a vital sector, whose benefits are signed off to another country by a few, dashing hopes for citizens stake into a better future.

The minimum threshold of minerals signed off in the form of US mining companies investing in the critical minerals sector is not clear and whether the DRC has any stake at what percentage in the minerals extracted by the US companies is largely unknown.

The deals potentially open up a can of worms for future similar deals, covering natural resources such as forestry, wild life management and critical infrastructure such as ports, airports, water ways and food supply chains.

Moreover, the deals may not be a permanent solution to ongoing conflicts. The mineral for security deals largely covers security guarantees against ‘external aggression’ and may not be fitted for dealing with internal political and socio-economic drivers for conflict such as historical injustices, land and citizenship rights, regional economic imbalances, bad governance and banditry. Local insurgent rebel groups and militias may continue to pursue their political and economic ends outside the ambits of the security deal. For example, on the very day that the US-DRC and Rwanda deal was signed, one of the rebel groups, Codeco militia attacked and killed at least 10 people at a displaced people’s camp in Ituri province.  There are more than 100 rebel groups in Eastern DRC. The M23 which was largely mentioned in the US deal has already described it as a tiny part’ of a solution to the conflict.

Further, the security guarantees provided under the deal are not clear. It is not clear what these mean and when and how such guarantees can be deployed. For instance, does security guarantee mean supply of arms or armed mercenaries, military intervention or alliances with US soldiers fighting alongside or against the aggressor. Moreover, it is not clear whether the US can be directly involved in fighting internal rebel groups and insurgents without triggering nationalistic and constitutional challenges, driving internal political conflicts further.

By nature, deals of this nature are long term and cannot easily be breached without consequences. The terms and consequences for such breach are less known to the public. The conditions for termination or renegotiation are equally not known.  Therefore, the mineral security agreement essentially locks countries towards dealing with one major economic superpower whose primary interest is access to the country’s critical mineral wealth.

Conclusion

The EU strategic partnerships, the mineral security guarantee deals and the Lobito project may entirely not be a bad idea, however their implicit risks cast shadows about their potential in advancing Africa’s critical minerals and economic development goals. The key concerns around these strategic mineral alliances and the Lobito Corrido are embedded within the broader critical development discourse of recolonization and recolonization, sovereignty, security and resource nationalism, state capture, perpetration of socio-economic injustices by dominant global capital and Africa’s wealth transfer. Specific concerns include risks for increasing mineral bad governance and economic injustices and vulnerabilities, geopolitical tension, and the need to pursue sustainable mining practices.

With these strategic partnerships, mineral for security deals and the Lobito railway in place, these countries are locked into long-term commitments to ensure the supply of metals. Without good governance and value addition,  Africa’s critical minerals will benefit others elsewhere. Over dependence on certain countries can pose risks when such countries face political instability or become embroiled in geopolitical disputes drawing in Africa’s mineral rich countries in their midst. For these alliances to be mutually beneficial, they must ensure that the resources are accessed equitably, that benefits are fairly distributed, and that environmental impacts are kept to a minimum for their sustainability in the long run.

Recommendations

1. The strategic partnerships must go beyond critical minerals exploitation but venture into addressing broader social economic development concerns of the people in the mineral rich countries.
2. The Lobito Corridor initiative must avoid the ‘hinterland to port’ colonial legacy by establishing railway transport interconnection nodes to other existing railway infrastructure so as to improve connectivity across the project countries to ease the bigger infrastructure challenges that these countries face.
3. The strategic partnership and Lobito Corridor must encourage value addition by investing in processing and exporting of value-added products, so as to generate wealth at source.
4. Africa Mineral rich countries must explore and establish south to south partnerships, thereby increasing their leverage and power to negotiate with external partners and mining companies
5. The EU strategic partnerships and the Lobito Corridor project must not exacerbate the role of minerals as drivers of conflict by supporting and buying minerals from conflict zones.
6. Moreover, these alliances must ensure that the resources are accessed equitably, that benefits are fairly distributed, and that environmental impacts are kept to a minimum for their sustainability in the long run.
7. The Minerals for security deals must be transparent and not biased exclusively in favour of the dominant economic super power.
8. The Minerals for Security deals must avoid advancing human rights abuses by US mining companies under the US government protection
9. The strategic partnerships, security deals and their associated projects must promote national dialogues and citizens participation in governance of critical minerals and mitigation of harm from mining

Selected References

Andreoni et al., (2023) Critical Minerals and routes to diversification in Africa: Linkages, pulling dynamics and Opportunities in medium-high tech supply chains; Backup paper commissioned by the UNCTAD Secretariate for the 2023 edition of the Economic Development in Africa Reports

Andy Home, After Ukraine deal, US turns its critical minerals gaze to Africa, available at https://www.reuters.com/markets/, accessed on May 22

EITI; Using Transparence Benefits EU Mineral Partnerships; Accessed via https://eiti.org/blog-post/using-transparency-benefit-eus-mineral-partnerships

Global Witness; Critical Minerals Fuel Conflicts available via  https://globalwitness.org/en/campaigns/transition-minerals/the-critical-minerals-scramble-how-the-race-for-resources-is-fuelling-conflict-and-inequality/#:~:text=How%20are%20critical%20minerals%20driving,communities%20in%20resource%2Drich%20nations. Accessed on 15 May 2025

IMPACT, Actors Must Suspend Sourcing Minerals Financing Armed Groups in Democratic Republic of Congo, available at https://impacttransform.org/, accessed on May 23, 1:46pm

[1] https://www.railway.supply/en/us-china-lobito-corridor-investments-drive-africas-economic-and-sustainable-growth/

[2] Andreoni et al., (2023) Critical Minerals and routes to diversification in Africa: Linkages, pulling dynamics and Opportunities in medium-high tech supply chains; Backup paper commissioned by the UNCTAD Secretariate for the 2023 edition of the Economic Development in Africa Reports

[3] Global Witness; Critical Minerals Fuel Conflicts available via  https://globalwitness.org/en/campaigns/transition-minerals/the-critical-minerals-scramble-how-the-race-for-resources-is-fuelling-conflict-and-inequality/#:~:text=How%20are%20critical%20minerals%20driving,communities%20in%20resource%2Drich%20nations. Accessed on 15 May 2025

[4] Andy Home, After Ukraine deal, US turns its critical minerals gaze to Africa, available at https://www.reuters.com/markets/, accessed on May 22

[1] US International Finance Cooperation https://www.dfc.gov/investment-story/strengthening-critical-mineral-supply-chains-countering-chinas-dominance#:~:text=But%20critical%20mineral%20supply%20chains,sent%20to%20China%20for%20processing.

[2] ibid

[3] ibid

[4] https://www.railway.supply/en/us-china-lobito-corridor-investments-drive-africas-economic-and-sustainable-growth/

[1] IMPACT, Actors Must Suspend Sourcing Minerals Financing Armed Groups in Democratic Republic of Congo, available at https://impacttransform.org/, accessed on May 23, 1:46pm

[2] ibid

[3] https://eiti.org/blog-post/using-transparency-benefit-eus-mineral-partnerships

[4] https://ecfr.eu/event/critical-minerals-and-eu-africa-strategic-partnerships-where-do-we-stand/

[1] BHRT: Briefing on “Human Rights Incidents in Transition Minerals; Quarter 1: January-March 2025

[2] Emerging Human Rights Implications of Transition Minerals Extraction and processing: Case Studies from Democratic Republic of Congo, Mozambique and Zimbabwe

[1] https://www.gov.za/sites/default/files/gcis_document/202505/critical-minerals-and-metals-strategy-south-africa-2025.pdf

[2] https://unctad.org/system/files/non-official-document/edar2023_BP1_en.pdf