Strategic Pivot: Days after imposing 10% global tariffs, the US is negotiating a multi-billion-dollar critical minerals deal with the Democratic Republic of Congo (DRC) to counter China’s dominance in cobalt, lithium, and uranium.
Security-for-Minerals Pitch: The deal, proposed by a Congolese senator, would link US investment to ending the M23 rebel conflict in eastern DRC, where Rwanda-backed militants have seized major cities.
China Challenge: China controls most of Congo’s mineral supply chains. The US aims to deploy “transparent” American firms to secure metals vital for EVs and tech, per Trump adviser Massad Boulos.
Why It Matters:
Critical Minerals Race: The DRC holds 70% of global cobalt and major lithium reserves. A US foothold would weaken China’s grip on green energy supply chains.
Tariff Leverage: The move follows Trump’s trade offensive, using investment as a carrot amid tariff disruptions.
Conflict Resolution: The US vows to back Congo’s territorial integrity against M23—a tacit warning to Rwanda, which denies backing the rebels.
Congo’s Calculus:
Parliament is drafting a bill to improve the business climate for US firms, signaling readiness to diversify from China.
“A US trade deal is essential,” said MP Joseph Bangakya, head of a Congo-US friendship group.
What’s Next:
Watch for US mining giants (e.g., Exxon, Albemarle) entering Congo amid Chinese pushback.
Rwanda’s response to US-backed security efforts could escalate regional tensions.