Africa

Geopolitics Macro

China Eliminates Tariffs on 53 African States as Trump’s Trade War Reshapes Global Alignments

Beijing's zero-tariff policy positions it as development partner while Washington loses ground in critical minerals competition

9 min read ·
Energy Geopolitics

China Pays Premium for Ghana Lithium as Battery Supply Race Intensifies

Huayou Cobalt's $210M acquisition of Atlantic Lithium extends Beijing's control over African critical minerals, countering US diversification efforts as lithium prices surge 50% year-to-date.

8 min read ·
Geopolitics Macro

Mozambique’s $1.4 Billion Yuan Swap Signals China’s Debt-for-Currency Strategy in Africa

As debt-distressed nations face dollar liquidity crises, Beijing is converting restructuring negotiations into yuan internationalization infrastructure.

7 min read ·
Geopolitics

China’s airspace blockade of Taiwan failed — and that’s the real story

Beijing forced Lai Ching-te's Africa trip into a one-week delay, then watched him arrive anyway on King Mswati III's private jet.

7 min read ·
Geopolitics Macro

Iran conflict turns fertiliser chokepoint into Africa food security crisis

Strait of Hormuz blockade threatens 25% yield collapse across sub-Saharan Africa as planting season stockpiles deplete and urea prices surge 60% in six weeks.

7 min read ·
Geopolitics

Beijing Forces Taiwan’s President to Cancel Africa Trip in Unprecedented Coercion Escalation

Three nations revoked overflight permissions hours before departure, marking the first time any Taiwanese leader has had to delay an overseas visit at the last minute.

7 min read ·
Energy Geopolitics

Eni’s 1 TCF Libyan Gas Discovery Redraws Energy Map Amid Hormuz Closure

As Middle Eastern supply routes collapse, Africa's underutilized reserves emerge as the West's strategic hedge against deglobalization.

8 min read ·
Geopolitics

Russia’s African Recruitment Drive: South African Fighters Return From Ukraine’s Front Lines

South African men lured to Russia with promises of high wages and citizenship are returning from Ukraine's Donbas region, exposing a systematic recruitment operation targeting the Global South as Moscow seeks foreign fighters to sustain its war effort.

8 min read ·
Geopolitics Markets

Sudan’s Gum Arabic Trade Fuels Both Sides of War, Undermining Peace

The obscure resin that stabilizes Coca-Cola and M&Ms generates millions for the RSF and SAF militias, creating perverse incentives to prolong the world's worst humanitarian crisis.

8 min read ·
Geopolitics

Pope Leo XIV Confirms Historic Algeria Visit in Four-Nation African Tour

First papal trip to Algeria marks strategic Vatican pivot toward Africa's 272 million Catholics amid interfaith tensions and church growth.

7 min read ·