US Shifts DRC Strategy in Play for Minerals

DRC Mining

Washington’s pivot to resource diplomacy marks renewed interest in African lithium and cobalt amid China rivalry

KoBold Eyes Lithium as US Reengages in the DRC

The US is renewing its focus on the Democratic Republic of Congo (DRC), with minerals now central to diplomatic strategy. KoBold Metals, backed by Jeff Bezos, is in talks to acquire the Manono lithium project—America’s first major DRC investment since 2016. Meanwhile, the DRC offered the US access to mineral assets in return for help against the M23 insurgents in the northeast. As a result, the Manono mine, with 400mn tonnes at 1.65% lithium oxide, could become a strategic anchor for US battery supply chains.

Tshisekedi Looks to Trump, Presses for Security-Mineral Pact

President Felix Tshisekedi asked for US assistance during a recent Fox News interview, linking mineral rights to security support. He emphasized the need for American pressure and sanctions to suppress rebel groups threatening national stability. In return, the DRC hopes to forge a long-term economic and security partnership with Washington that echoes past Cold War-era ties.

US Seeks Leverage as China Dominates Cobalt Market

China owns 21 of 28 major cobalt mines in the DRC, including Tenke Fungurume and Kisanfu, the world’s largest cobalt producers. However, Beijing has shown reluctance to provide military aid, prompting Kinshasa to court U.S. engagement as a counterweight. Meanwhile, the U.S. has eased corruption compliance rules, possibly paving the way for broader business involvement in high-risk jurisdictions.

The Metalnomist Commentary

America’s mineral diplomacy in the DRC may redefine Africa’s geopolitical alignment. KoBold’s bid is more than a business move—it's a signal of strategic intent. Yet risks remain. Any minerals-for-security pact will demand clear red lines to avoid entanglement in regional conflict. The DRC’s mineral wealth is unmatched, but its volatility is equally unparalleled.