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The paper examines how the geopolitical contest between the US and China over critical minerals creates a strategic window for African countries to diversify investors and build domestic green value chains.

The United States faces significant vulnerabilities in its critical mineral supply chain, relying on imports for 100% of 12 critical minerals and 50% or more for another 28 as of 2024. While the U.S. possesses deposits of many essential minerals, domestic production is hindered by permitting processes that average 16 years and the higher cost of domestic operations compared to overseas production. The document highlights the environmental risks of open-pit mining—including greenhouse gas emissions and groundwater contamination—and the specific impact on Native American reservations, where a high percentage of nickel, lithium, and cobalt resources are located. It explores secondary recovery from waste like coal ash and desalination brine as a sustainable alternative, though these methods currently face economic and technical barriers. Recent U.S. policy efforts include the Infrastructure Investment and Jobs Act, the Inflation Reduction Act, and 2025 executive orders aimed at expediting permitting and exploring deep-sea mining.

The South African Tax Justice Working Group urges the South African government and National Treasury to implement domestic 'Tax the Rich' policies and combat corporate tax abuse. This demand follows South Africa's recent international commitments, including joining the Sevilla Platform for Action (SPA) on 1 July 2025 to tax High-Net-Worth Individuals and endorsing the UN Framework Convention on International Tax Cooperation (UNFCITC) at the 17th BRICS Summit in Brazil.

The report examines the role of state-owned power companies (SPCs) in driving clean energy transitions within emerging markets. It highlights that while SPCs can advance energy security and socio-economic development, they often face significant debt and capital mobilization challenges. The document argues for a combination of visionary leadership, legal frameworks, shifted public finance from fossil fuels to clean energy, and innovative international financing tied to decarbonization progress. Through case studies of Eskom, NTPC, Vietnam Electricity (EVN), and Perusahaan Listrik Negara (PLN), the report analyzes specific transition elements including just energy transition, renewable energy deployment, grid integration, and coal plant retirement.

BRICS nations now generate over half of the world's solar power, driven primarily by China, India, and Brazil. In 2024, these countries accounted for 51% of global solar electricity generation, with China alone contributing 39%. Solar power met 37% of the total increase in electricity generation across BRICS members in 2024, contributing to a total clean energy share of 70% for new generation growth. While China, India, and Brazil show strong continued growth in 2025, other members like Russia, Indonesia, and Egypt lag in solar deployment or remain dependent on fossil fuels.

Dr Basani Baloyi argues that unpaid care work is an invisible economic powerhouse that sustains global systems but remains excluded from GDP calculations. The address highlights Brazil's National Caregiving Policy and South Africa's G20 priorities as models for transformation. It asserts that investing in care infrastructure—guided by the ILO's 5R framework—would generate significant GDP returns, create millions of jobs, and address the looming demographic crisis of an aging global population.

The Institute for Economic Justice (IEJ) submitted comments to the Finance Standing Committee regarding the South African Reserve Bank (SARB) Amendment Bill [B26 – 2018]. While supporting the transition to sole state ownership of the bank to align with international norms, the IEJ argues that ownership changes alone will not resolve policy incoherence or achieve sustainable economic growth. The IEJ advocates for a broader review of the SARB Act to expand the bank's mandate toward green structural transformation and increase coordination between monetary and fiscal policy.

The BRICS bloc generated over half of the world's electricity in 2024, with China dominating renewable energy production. While solar and wind capacity have grown exponentially in China, India, and Brazil since 2015, progress has stalled in Russia and South Africa. Hydropower's share of BRICS renewable generation fell from 82% in 2015 to 45% in 2023 as solar and wind expanded. China leads the bloc in total renewable energy jobs, though Brazil has the highest proportion of such jobs relative to its population.

The policy brief examines the barriers to phasing out oil and gas within G20 nations, noting that while renewable capacity has grown, fossil fuel subsidies and deep industrial integration persist. It advocates for measurable phase-out targets, subsidy reform, and increased concessional financing for the Global South to ensure a just energy transition.

The policy brief argues that current Free Basic Services (FBS) in South Africa provide only a 'survival' level of access that fails to lift households out of poverty. It proposes increasing free electricity to 150kWh and water to 8kl per month for households earning below the minimum wage, while shifting administration from municipalities to a social grant system (SASSA) to reduce exclusion and administrative inefficiency.

The document examines the intersection of trade and the bioeconomy, arguing that while international trade can exacerbate biodiversity loss, it can also be leveraged through price-based, support, and regulatory measures to promote sustainability. It highlights the economic significance of biodiversity-based trade and calls for enhanced international cooperation, particularly through the G20, to align policies, remove harmful subsidies, and support low- and middle-income countries in their transition.

The document argues that while Africa possesses immense renewable energy potential, over 600 million people lack electricity, and only 2% of global renewable energy investments in the last two decades have gone to the continent. It identifies critical barriers to private sector engagement, including currency mismatch, regulatory instability, and inadequate grid infrastructure. Using Nigeria as a case study, the report highlights the success of off-grid solar solutions compared to the struggling privatised on-grid sector. It recommends institutionalising predictable policies, expanding innovative finance like green bonds and blended finance, and investing in grid-compatible infrastructure and local technical capacity to accelerate the energy transition.

PARI and TEI support the Public Service Amendment Bill 2023 for its efforts to separate political and administrative roles by transferring operational powers from ministers and MECs to Heads of Department (HODs). While welcoming these changes, the authors argue the Bill lacks sufficient checks and balances for senior appointments and contains ambiguities regarding the overlapping roles of the President, Premiers, and Ministers. They recommend expanding the role of the Public Service Commission (PSC) in merit-based selection and clarifying the grounds for HOD dismissal to align with the Labour Relations Act.

The research paper proposes a strategic partnership between South Africa and the EU in the critical minerals sector as an alternative to the unpredictable diplomacy of the US administration. It highlights the complementary nature of their interests, noting that South Africa is a top producer of platinum group metals, manganese, and chromite, while the EU seeks to diversify its supply chains via the Critical Raw Materials Act (CRMA). The author identifies key challenges to implementation, including tensions over local value addition, private sector engagement, and the transparency of mineral agreements. The paper recommends that South Africa address structural infrastructure issues and that the EU provide targeted support for in-country beneficiation and ESG implementation to move from negotiation to tangible projects.

This report by Global Energy Monitor (GEM) analyzes the potential for repurposing abandoned and soon-to-be-closed surface coal mines into solar photovoltaic (PV) power plants. It argues that these sites are ideal for solar development due to their existing proximity to grid infrastructure and the need for land reclamation, offering a pathway to align clean energy goals with local job creation and environmental restoration.

South Africa's G20 presidency, themed "Solidarity, Equality, Sustainability," seeks to reform the international financial architecture to better serve developing nations. Key priorities include addressing the high cost of capital and structural flaws in debt restructuring, scaling up adaptation finance for climate-vulnerable African countries, and combating illicit financial flows that cost the continent billions annually. The presidency aims to ensure the G20 remains relevant by shifting its focus from pure financial stability to tangible developmental outcomes for the Global South.

African Civil Society Organisations have urged the South African G20 Presidency to champion a justice-driven energy transition by focusing on critical minerals. They call for the support of the African Green Minerals Strategy to move the Global South up the value chain, the implementation of people-centred governance including Free, Prior, and Informed Consent (FPIC), and the transformation of global industrial financing and technology transfer. The group advocates for public investment in infrastructure to address energy poverty for 650 million Africans and the creation of a Global Critical Energy Transition Minerals Skills Compact for women and youth.

The Centre for Environmental Rights (CER), on behalf of the Life After Coal Campaign, submitted comments on the Presidential Climate Commission's (PCC) draft recommendations for South Africa's 2030–2035 Nationally Determined Contribution (NDC) update. The submission emphasizes the need for high mitigation ambition to avoid fossil fuel lock-in, the integration of social justice, and the urgent implementation of adaptation measures in accordance with the Climate Change Act.

The report argues that rapid declines in battery costs have made near-continuous solar power (24/365 generation) an economic reality in sunny regions. In cities like Las Vegas, achieving 97% reliability for a constant power supply is now cost-competitive at $104/MWh, which is cheaper than new coal and nuclear power. The analysis demonstrates that a relatively small amount of storage—approximately 17 kWh of battery for every 1 kW of stable 24-hour power—is sufficient for most sunny locations. This shift allows solar to support 24/7 clean energy contracts for energy-intensive industries and significantly reduces the need for expensive grid expansions by allowing more capacity to be installed behind existing connections.

Turkey is aggressively expanding its presence in Africa's critical minerals sector to support its domestic defence, electric vehicle, and renewable energy industries. While Turkey employs a pragmatic, commercially driven approach—often coupling mining with defence cooperation in volatile regions like the Sahel—the paper argues that aligning Turkish commercial agility with EU financial instruments and ESG standards through the Minerals Security Partnership (MSP) could create more sustainable, trilateral value chains that benefit African host nations.