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The document details the global lithium landscape, highlighting the dominance of Australia, Chile, and China in mining and refining. It analyzes the shift in demand toward battery manufacturing, which now accounts for 87% of total lithium use, and examines the technical pathways for extraction, including brine-based, hard-rock, and emerging clay-based methods. The report also addresses geopolitical risks, such as export bans in Zimbabwe, and environmental concerns, specifically water scarcity in producing regions and the GHG emissions intensity of different processing routes.

The document details the global cobalt market, highlighting the extreme concentration of mine production in the Democratic Republic of the Congo (DRC) and refining in China. It examines the shift toward battery-enabled end-uses, the role of Chinese investment in global supply, and the social risks associated with artisanal mining in the DRC.

The briefing identifies critical areas of focus for the 2026 Mining Indaba, specifically the impact of US, EU, and Chinese geopolitics on critical minerals, the struggle to establish domestic mineral value chains in Africa, the role of transport infrastructure like the Lobito Corridor, the viability of regional battery value chains between the DRC and Zambia, and the potential for engagement between the main event and the civil society-led Alternative Mining Indaba.

The research paper examines 'Africa+1' summits—high-level meetings between African nations and a single external power—as a strategic arena for geopolitical influence. It traces the evolution from early French-led summits to a 'second generation' involving Asian powers like Japan, China, India, and Turkey, and more recent engagement from Indonesia, Saudi Arabia, and Italy. The author argues that Africa's demographic growth and critical mineral wealth have increased its strategic value, allowing African states to exercise greater agency by leveraging rivalries between global powers. However, the document critiques the summit format as often being performative and asymmetric, noting a gap between multi-billion-dollar pledges and tangible results. It highlights proposals for reform, such as unified AU representation, to move toward more equitable partnerships.

The author contends that democracy and autocracy are mutually obstructive and that the EU must leverage financial tools like the Global Gateway and the Multiannual Financial Framework (MFF) to build an alliance of democracies, particularly in the Global South, to prevent a global shift toward authoritarian dominance.

The document identifies climate disinformation as an escalating geopolitical threat driven by hostile states, fossil fuel interests, and AI, which undermines public trust and climate action. It highlights a critical gap in international response due to the closure of the U.S. Global Engagement Center (GEC) and urges the EU to expand its global role through multilateral cooperation, partner support, and investment in information integrity tools.

The paper examines the impact of global powers and internal fragmentation on ECOWAS, noting that while external partnerships can support infrastructure and security, they often exacerbate divisions. It highlights the critical blow dealt by the January 2025 exit of Burkina Faso, Mali, and Niger, and recommends institutional reforms, including the creation of a High Representative for Foreign Affairs and a revamped communications strategy, to strengthen regional solidarity.

The Middle East, particularly Gulf nations, is positioned to export its advanced district cooling infrastructure and engineering know-how to regions facing escalating heat crises, such as Europe, Asia, and Africa. As global cooling demand is projected to triple by 2050, the document suggests that the region can redefine its geopolitical role from an oil and gas provider to a leader in climate adaptation and green infrastructure finance.

Moldova faces a critical parliamentary election on 28 September, characterized by a struggle between the pro-European ruling party PAS and various Russian-allied or populist blocs. While PAS aims for EU integration by 2028, it faces challenges from slow judicial reform and extensive Russian hybrid warfare, including the use of troll farms and disinformation to influence undecided voters. The outcome will determine whether Moldova continues its path toward the EU or shifts back toward Russian influence.

South Africa's 2025 G20 presidency marks the end of the group's first cycle, occurring amidst a global shift away from multilateralism and consensus. South Africa has focused its presidency on "solidarity, equality, and sustainability," prioritizing disaster resilience, debt sustainability for low-income countries, finance for a just energy transition, and the sustainable use of critical minerals. However, these goals face significant opposition from the second Trump administration, which has rejected the Paris Agreement, the Sustainable Development Goals, and priorities related to climate change and DEI. The document argues that the G20 must evolve its modus operandi to remain relevant in a divided world and ensure that developmental commitments for the Global South are maintained beyond 2026.

The research paper examines whether South Africa has eclipsed Nigeria as Africa's dominant power. While Nigeria maintains significant demographic and resource-based weight, the author argues that South Africa has leveraged multilateral institutions, a diverse economy, and a value-driven foreign policy to achieve greater global visibility and influence. The analysis highlights Nigeria's internal security challenges and strategic drift as factors that have diminished its international standing, while noting that South Africa faces its own domestic vulnerabilities, including energy crises and high unemployment.

The policy brief examines the energy landscape of Central and Eastern Europe (CEE) following Russia's invasion of Ukraine, highlighting the region's struggle to balance immediate energy affordability with long-term decarbonisation. It identifies new security risks, specifically China's dominance in clean energy supply chains and conflicting policy signals from the US and EU. The author advocates for a technology-neutral approach—integrating nuclear, renewables, and emerging technologies like CCS—and suggests that CEE can become a clean-tech manufacturing hub. Furthermore, it emphasizes the strategic importance of integrating Ukraine, Moldova, and the Western Balkans into the EU energy grid to enhance regional resilience.

The document examines the Trump administration's efforts to secure critical minerals and reduce dependence on China, focusing on proposed deals in Ukraine and the DRC. It argues that these 'minerals-for-security' arrangements face significant feasibility hurdles and risk mirroring neocolonial patterns. The author recommends that African nations adopt 'strategic neutrality' and focus on domestic value addition to maximize their agency in the global energy transition.

The document analyzes the evolution of BRICS, specifically the 2023 addition of Egypt, Ethiopia, Iran, and the UAE, and the 2024 introduction of a 'partner countries' category. Using Susan Strange's framework of structural power, it argues that BRICS is not seeking to create a rival system but to reshape global governance to be more representative of the global South. The analysis highlights the bloc's economic growth—surpassing the G7 in PPP terms around 2015—and its efforts to create alternative financial mechanisms like the New Development Bank (NDB) and local currency trade to reduce reliance on Western systems. It concludes that while internal diversity and regional rivalries challenge cohesion, the 'agree to disagree' principle allows BRICS to function as a catalyst for South-South cooperation.

The report examines the criticality of six priority minerals—copper, lithium, manganese, neodymium, nickel, and silicon—essential for India's clean energy transition. It analyzes the global value chain, highlighting China's dominance in midstream processing and the geographical concentration of reserves. The document forecasts India's CETM demand up to 2050, identifies systemic gaps in domestic exploration and refining, and evaluates international policy responses. It concludes with strategic recommendations to enhance India's mineral security through domestic exploration, international cooperation via partnerships like the Mineral Security Partnership (MSP), and the promotion of circular economy practices and ESG standards.

The report frames ocean health as a critical component of U.S. national security, highlighting how the depletion of marine resources and illegal fishing drive geopolitical instability and transnational organized crime. It identifies specific risks in the Indo-Pacific and Arctic regions and warns that unsustainable practices place $8.4 trillion in blue economy assets at risk. To counter these threats, the document recommends elevating ocean governance in national security directives, strengthening alliances to counter illegal, unreported, and unregulated (IUU) fishing, and expanding public-private partnerships through innovative blue finance and technology.

The document examines the resurgence of military coups in Africa since 2020 and the fragmented reactions of BRICS nations. It argues that while Russia engages in 'coup protection schemes' and China maintains a 'non-interventionist policy' to secure economic interests, India, Brazil, and South Africa have taken more muted or supportive stances toward constitutional order. This lack of unity suggests BRICS operates as a 'house of cards' with disaggregated interests, potentially limiting its ability to effectively challenge US and European influence in Africa.

The paper examines the potential for Brazil, Russia, India, China, and South Africa to implement a single monetary unit to reduce reliance on the US dollar and enhance trade. Using the Optimal Currency Areas (OCA) framework, it identifies significant barriers, including non-synchronous economic cycles, lack of fiscal integration, and diverse political systems. While the move could shift global financial power away from the US and EU, the author warns that China's economic dominance and the varying needs of members like India and Russia create complex challenges. The paper recommends a phased approach to integration, focusing on institutional strengthening and risk mitigation.

The EU CRMA and UK CMS aim to reduce dependence on China and secure supplies for the green transition, but their domestic focus may hinder African industrialization. While the EU targets 10% domestic mining and 40% processing by 2030, its international partnerships are criticized as extractivist. The brief highlights a misalignment in 'criticality' definitions, where African states prioritize regional industrialization and specific minerals like gold or coal, which may conflict with Western climate goals or sanctions. It concludes that without a shift toward supporting in-country processing and reducing certification costs for local firms, these strategies will fail to create mutually beneficial partnerships.

The document analyzes China's dominance in Africa's critical minerals landscape, highlighting its role as a primary investor and buyer. It argues that while Africa's reserves are vital for the global energy transition, the current model of exporting raw materials without local processing limits socioeconomic benefits and risks environmental degradation. The brief recommends that African governments pursue strategic partnerships, invest in research and development, and build energy infrastructure to move up the value chain, while urging international partners to support technology transfer and local capacity building.