Market research · Sep 2026
Why DRC copper is a compelling investment
An 18-page report on copper’s structural shortage, the latest price forecasts, and why the DRC is where new supply is coming from.
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Insights
News & market insights.
Our view on critical minerals, supply chains and the Democratic Republic of Congo.
May 2026 · Op-ed
America’s Rare Earth Reset Runs Through Democratic Republic of Congo
The December 2025 partnership agreement with the Democratic Republic of the Congo opened a window. Washington has 24 months to walk through it.
May 2026 · Argument
America’s Rare Earth Strategy Won’t Survive the Trade Truce
And it runs through Kinshasa, not California. Why the November 2026 deadline gives Washington a narrow window to finance African supply and refining.
May 2026 · Visual essay
China pulled the trigger on rare earths. America’s way out runs through Africa.
A seven-slide essay on China’s rare-earth grip, the U.S. response, and the six moves that matter.