Battle for Africa - Congo Controls 70% of Cobalt—But That's About to Cost China Everything скачать в хорошем качестве

Battle for Africa - Congo Controls 70% of Cobalt—But That's About to Cost China Everything

Subscribe for more videos like these ➡️   / @econflics   The DRC supplies 70% of the world's cobalt but captures only 3% of battery value. That's changing—and it will reshape your portfolio. Three African nations control the minerals powering the $1 trillion battery revolution—cobalt from the DRC, copper from Zambia, lithium from Zimbabwe. For decades, they accepted 3-5% of supply chain value while China captured 60%+ through refining and processing. That era is ending. New export restrictions, processing requirements, and equity demands are rewriting the rules. Zimbabwe banned raw lithium exports. The DRC imposed cobalt quotas. Zambia is building a "battery corridor" to keep value in Africa. This isn't political risk—it's a rational response to extractive economics. And it matters for every investor exposed to EV stocks, battery manufacturers, or critical minerals. In this video, I break down: Exactly where value gets captured in the battery supply chain (and why Africa gets so little) How each country's policy shift affects specific mining stocks Which companies are best positioned for the new reality Why the Botswana diamond model could work for batteries Three critical events to watch through 2027 This is African economic intelligence for investors who need to understand supply chain risk before it hits earnings calls. SOURCES & DATA: World Bank: DRC Poverty & Mining Revenue Data (2024) African Union: Green Minerals Strategy Report (2023) Glencore PLC: H1 2024 Earnings Report (Cobalt Production & Export Constraints) CMOC Group: 2023 Annual Report (Cobalt Output Statistics) First Quantum Minerals: Kansanshi Expansion Investment Details (2024) Zimbabwe Ministry of Mines: Lithium Export Regulations (2022, 2025) DRC Mining Code (Revised 2018): Royalty & Equity Requirements Zambia Ministry of Finance: Special Economic Zone Framework (2024) MENTIONED COMPANIES & TICKERS: Glencore (LSE: GLEN) - DRC cobalt exposure CMOC Group (HKEX: 3993) - World's largest cobalt producer First Quantum Minerals (TSX: FM) - Zambian copper focus BASF (XETRA: BAS) - Cathode materials supplier Umicore (EBR: UMI) - Battery materials processing Huayou Cobalt (SHA: 603799) - Zimbabwe lithium processing Sinomine (SHE: 002738) - Bikita lithium acquisition Fair use / copyright notice All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please send us an email to, econflicschannel@gmail.com, and we can sort it out. This video is for educational and informational purposes only and does not constitute financial, investment, legal, or tax advice. The views expressed are based on publicly available information, research, and opinion at the time of production. Viewers should conduct their own independent research and consult with a qualified professional before making any financial or investment decisions. The channel and its creators are not responsible for any losses incurred as a result of actions taken based on this content. Financial & investment disclaimer This content is provided for educational and informational purposes only and should not be construed as financial, investment, legal, or tax advice. Nothing in this video constitutes a recommendation to buy, sell, or hold any security, asset, or investment strategy. All opinions expressed are personal and based on publicly available information. Viewers are encouraged to perform their own due diligence and consult a licensed financial professional before making any investment decisions. The channel assumes no responsibility for financial outcomes resulting from reliance on this content.