ITSCI Withdraws from Walikale Amid M23 Conflict, Tantalum Supply Tightens

ITSCI, DRC

M23 Takeover Forces ITSCI Exit from Key Mining Territory

The International Tin Supply Chain Initiative (ITSCI) has halted operations in Walikale, North Kivu, Democratic Republic of the Congo (DRC). This withdrawal follows the March takeover of the region by the M23 rebel group, escalating risks for artisanal mining activities. Walikale is a key sourcing area for conflict minerals, particularly tantalum, tin, and tungsten, collectively known as the 3Ts.

Supply of Tantalum and Tin Faces Further Pressure

ITSCI’s withdrawal adds to earlier suspensions in other North and South Kivu territories, worsening supply disruptions. The DRC is a major global producer of tantalum, and traceable material from this region is critical to many buyers. As a result, spot prices for 25% minimum tantalite have jumped 26% since January, now trading at $95–102/lb cif main port.

Tin Prices Climb Following Closure of Alphamin's Bisie Mine

Meanwhile, US-based Alphamin suspended production and evacuated its Bisie tin mine in Walikale due to growing insecurity. This high-grade tin mine is among the largest in the DRC and has played a pivotal role in global tin supply. Tin futures on the LME have risen 14% since the mine's closure, highlighting the market’s sensitivity to regional conflict.

The Metalnomist Commentary

The exit of ITSCI from Walikale underscores the fragility of critical mineral supply chains in conflict zones. With both traceability and production disrupted, supply-side shocks are expected to ripple across electronics and defense sectors. As the geopolitical stakes rise, so too will the pressure on downstream companies to secure ethical and resilient sourcing.