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Chinese Infrastructure and Minerals in Southern AfricaUpdate

August 26, 2026

3 developments

  1. Gulf capital becomes a third force

    IRH bought 51% of Mopani and Manara Minerals pursued a First Quantum stake.

  2. DRC and Zambia dominate copper supply

    The two produced 4.2 million tonnes in 2025, with the DRC accounting for 76% of mined cobalt.

  3. Downstream projects advance

    Morocco's Gotion gigafactory and a South African manganese sulphate plant move battery supply chains closer to the continent.

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