Africa - Atlantic Council https://www.atlanticcouncil.org/region/africa/ Shaping the global future together Fri, 30 Jan 2026 17:02:43 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.2 https://www.atlanticcouncil.org/wp-content/uploads/2019/09/favicon-150x150.png Africa - Atlantic Council https://www.atlanticcouncil.org/region/africa/ 32 32 Abdillahi in Le Monde on artificial intelligence (AI) in Africa https://www.atlanticcouncil.org/insight-impact/in-the-news/abdillahi-in-le-monde-on-artificial-intelligence-ai-in-africa/ Fri, 30 Jan 2026 14:00:00 +0000 https://www.atlanticcouncil.org/?p=902746 On January 30, Yasmine Abdillahi, a nonresident senior fellow with the Africa Center published an article in Le Monde arguing that although Africa accounts for nearly 20% of the world’s population, it contributes less than 1% of the data used to train AI systems. This imbalance, she warns, risks excluding African languages, cultures, and lived […]

The post Abdillahi in Le Monde on artificial intelligence (AI) in Africa appeared first on Atlantic Council.

]]>

On January 30, Yasmine Abdillahi, a nonresident senior fellow with the Africa Center published an article in Le Monde arguing that although Africa accounts for nearly 20% of the world’s population, it contributes less than 1% of the data used to train AI systems. This imbalance, she warns, risks excluding African languages, cultures, and lived realities from artificial intelligence.

More about our expert

The post Abdillahi in Le Monde on artificial intelligence (AI) in Africa appeared first on Atlantic Council.

]]>
Africa enters 2026 facing a debt crisis. The answer lies in regional solutions. https://www.atlanticcouncil.org/blogs/econographics/africa-enters-2026-facing-a-debt-crisis-the-answer-lies-in-regional-solutions/ Mon, 26 Jan 2026 17:13:08 +0000 https://www.atlanticcouncil.org/?p=899469 The solution to debt crises in African nations lies in global and regional cooperation.

The post Africa enters 2026 facing a debt crisis. The answer lies in regional solutions. appeared first on Atlantic Council.

]]>
Last year’s Group of Twenty (G20) Summit in Johannesburg, the first ever held in Africa, put the continent’s prosperity at the top of the agenda. Accordingly, Africa’s mounting debt crisis featured prominently. Today, many countries on the continent are trapped in a vicious cycle: shocks beyond their borders and domestic economic challenges force higher expenditures despite low revenue, driving increased borrowing amid rising interest rates and falling credit ratings.

But that is just the beginning. As money is paid out to service this debt, it is diverted from social services and the stimulation of economic activity, which can lead to fewer jobs, lower tax revenue, and slower growth. In 2026, borrowing across the continent will continue to rise, and with it, the impact of debt crises on citizens’ lives. What, then, is the state of debt across Africa, and what can be done to address it? With the African Union as a core member, part of this answer may lie with the G20—and the other part, with homegrown strategies.

Understanding debt distress in Sub-Saharan Africa

The situation in the region is, in short, concerning. Currently, twenty-two low-income countries in Sub-Saharan Africa are in or at high risk of debt distress, as designated by the World Bank. This assessment is based on a variety of structural and economic factors and measures a country’s debt-carrying capacity and debt-burden indicators against country-specific thresholds.

But debt is not an abstract concept, and a country that struggles to service its debt faces consequences beyond the disdain of foreign creditors. When a country stops paying, its reputation in global financial markets takes a hit. Large debt obligations may discourage new investment and economic growth—a phenomenon known as debt overhang. In these instances, creditors lose confidence in the country’s ability to repay its debts in full, making it harder to obtain new, affordable financing.

At the same time, a reliance on borrowing leads to a reliance on rating agencies that view African nations as far more risky than local or regional credit agencies suggest. This can cause a country’s ratings to plummet during times of struggle, making it even more difficult for countries to access financing, even as they recover. In other words, heavier debt loads in African nations are associated with weaker sovereign credit ratings, which in turn raise borrowing costs, creating a cycle that makes it harder for countries to stimulate the growth needed to reduce debt in the long run. Today, African nations often face interest rates topping 10 percent, whereas many Group of Seven countries borrow at rates closer to 2 to 3 percent.

Why this debt matters

There are two compelling reasons why debt in Africa warrants particular attention from the global community. The first is that Africa’s debt is largely external. Yes, countries such as Japan and the United States maintain debt-to-GDP ratios much higher than those of Sudan, Guinea, and Malawi. But with debt denominated in foreign currencies, African governments are forced to spend far more on servicing their debt if exchange rates fluctuate and domestic currencies weaken. By contrast, a weaker US dollar can provide breathing room for countries, as their domestic currencies gain value against it.

The external nature of Africa’s debt also makes it difficult to restructure. China has come to the forefront as a creditor for African nations, but its selective participation in international debt relief efforts complicates coordinated efforts to restructure and diminishes the effectiveness of the Paris Club process. African nations have also seen a nearly 15 percent increase in debt held by private creditors from 2010 to 2021—a rate faster than any other developing region—which further complicates efforts to reach restructuring agreements by adding more, differing actors to coordination efforts.

The second reason for paying close attention is that many countries in debt distress are classified as low- or lower-middle income. This presents a significant challenge. Low-income countries are designated as such by the World Bank due to a gross national income below a certain threshold. Low income leads to a lowered ability to fund social services and infrastructure, which is particularly harmful for countries that are already fiscally constrained by high debt loads, limiting their ability to deliver services to their citizens. In fact, according to the United Nations Conference on Trade and Development, more than half of Sub-Saharan Africa’s population lived in countries that spent more on interest payments than on education and health in 2023.

The impact of the global community—and its limits

Let’s go back to Johannesburg for a moment. As a high-level convening body, the G20 mostly engages in agenda-setting through acknowledgments and rhetoric regarding debt conversations. During the last summit in late November 2025, host nation South Africa highlighted debt sustainability as one of its four core priorities—a focus reflected in the G20 LeadersDeclaration. By elevating this notion to the global stage, the G20 moved debt higher up on the agenda.

Moreover, the G20 has considerable convening power. Through its G20-Africa High-Level Dialogue on Debt Sustainability, which was held two weeks before the G20 Summit itself, the G20 brought together finance ministers, central bank governors, and African Union officials to identify practical solutions to excessive debt burdens. Additionally, the Africa Expert Panel on Debt—composed of senior African economic and financial leaders—produced a report on a new debt refinancing initiative and a borrower’s club for debtor countries.

The G20 is also capable of taking action through concrete measures and critical commitments—though this has proved the exception rather than the rule. In May 2020, for instance, the G20 implemented the Debt Service Suspension Initiative (DSSI), which suspended $12.9 billion in debt-service payments for eligible countries to allow governments to focus resources on saving lives and adapting rapidly to the COVID-19 pandemic. Of the seventy-three low-income countries eligible for the pause, only forty-eight participated in the initiative before its expiration in December 2021—accounting for just a quarter of the debt the G20 initially pledged to suspend.

Following the DSSI, the G20 established the Common Framework for Debt Treatments, aimed at providing coordinated debt relief for countries facing unsustainable debt by bringing together official bilateral creditors and requiring comparable treatment from private creditors. The initiative coalesces creditors in a so-called “official creditor committee” before negotiations with private creditors, acknowledging the changing creditor landscape beyond the Paris Club. But so far, only four countries have made requests for debt relief under the framework. And criticism is loud regarding its slow pace, procedural complexity, insufficient debt relief, and its preference for debt reprofiling over outright reduction.

The Common Framework for Debt Treatments requires urgent reform to account for the mismatch between lengthy restructuring timelines and the urgent need for immediate financing, as well as China’s role in debt negotiations. To address debt sustainability over the long term, discussions must shift focus from debt levels alone to the structural features of domestic economies and the international financial system that transform manageable debt into distress.

At last year’s G20 Summit, broad acknowledgment of the mounting debt crisis marked a step in the right direction, but commitments on debt remained largely rhetorical. While much was said about the issue, actionable steps proved elusive. With limited enforcement mechanisms and a reliance on consensus, the G20 is only as strong as the collective commitment behind it, and the lack of reform to its own processes left many observers disappointed.

Debt relief requires growth and homegrown strategies

To address the debt crisis, the answer cannot just be to spend less money. After all, it is nearly impossible to reduce debt through austerity measures alone. The G20, led by the African Union, must prioritize growth in countries facing debt distress, and a first step toward this is economic diversification.

As shown in the graph below, many countries in debt distress already struggle to sustain economic growth due to high levels of commodity dependence. While commodity exports are not inherently bad for growth, reliance on energy, agricultural, or mining exports exposes economies to volatile international prices that are largely beyond national control. When prices surge, revenues increase. When they fall, however, growth slows—and in the worst cases, economies can tip into recession. This dynamic played out between 2013 and 2017, when falling commodity prices triggered slowdowns in sixty-four commodity-dependent countries. For countries already in debt distress, stimulating growth precisely as revenues decline poses a particularly acute challenge.

For a country such as the Republic of the Congo, for instance, where 94 percent of exports are commodities, debt repayment is complicated not only by exchange-rate volatility but also by exposure to commodity price shocks that undermine steady growth.

Efforts have also focused on addressing the economic extractivism that has plagued African nations by shifting toward domestic processing and reducing reliance on raw-material exports—particularly as debt-servicing costs rise faster than countries’ ability to acquire foreign currency. 

Against this backdrop, African leaders remain confronted with politically unpopular choices, including austerity measures and tax increases—decisions that risk deepening domestic grievances amid already difficult economic conditions. Yet continental and regional institutions have begun advancing strategies to foster growth, generate wealth, and build a financial architecture better suited to a rapidly developing continent.

African nations are not poor—and they are far from monolithic. Across the continent, countries continue to grapple with their own unique political, economic, and social dynamics; however, there exists immense human-capital, natural-resource, and infrastructure potential. As debt outpaces growth and shrinking fiscal space threatens progress, the solution to debt crises in African nations lies in global and regional cooperation. The G20 must support the African Union as it steps up to help countries manage and service their debt and must listen to homegrown strategies related to credit rating and growth promotion to secure a more stable and prosperous future.

Development needs remain urgent—and shortfalls in funding for health, education, and social services continue to impact citizens’ everyday lives. The global debt system must shift away from prioritizing wealthy lenders over the development and well-being of citizens. As African governments and regional institutions continue working to reduce heavy debt burdens and promote sustainable growth, the international community must listen to—and act on—the reforms and recommendations emerging from the continent, ensuring countries are not forced to choose between paying for the past and investing in a better future.


Juliet Lancey is a consultant and a former young global professional with the Atlantic Council GeoEconomics Center.

The post Africa enters 2026 facing a debt crisis. The answer lies in regional solutions. appeared first on Atlantic Council.

]]>
Amid Arab competition, the war in Sudan requires a US balancing act https://www.atlanticcouncil.org/blogs/menasource/amid-arab-competition-the-war-in-sudan-requires-a-us-balancing-act/ Mon, 26 Jan 2026 14:21:53 +0000 https://www.atlanticcouncil.org/?p=900619 For US policymakers, the path forward in achieving a resolution in Sudan demands more than reactive diplomacy.

The post Amid Arab competition, the war in Sudan requires a US balancing act appeared first on Atlantic Council.

]]>
In the wake of the atrocities carried out by the Rapid Support Forces (RSF) in el-Fasher in late October, Sudan’s devastating conflict has drawn renewed international scrutiny.

In April 2023, this civil war erupted amid escalating tensions between the Sudanese Armed Forces (SAF) and the RSF, stemming from disagreements over the RSF’s integration into the national army. These disputes followed a period of SAF-RSF power-sharing in the wake of former Sudanese President Omar al-Bashir’s ouster in 2019.

Thus far, the conflict has claimed perhaps more than 150,000 lives and displaced more than twelve million people, making it one of the world’s gravest humanitarian crises.

With every diplomatic initiative over the past thirty-three months failing to halt the violence, US President Donald Trump’s administration has recently focused more on Sudan. This month, a US-Saudi cease-fire initiative has been under review by the Security and Defence Council, a body that includes members of the SAF. Whether this initiative can move forward and help reverse the country’s descent into catastrophe remains to be seen.

Nonetheless, the Trump administration’s efforts to play a productive role in winding down the conflict will depend, in no small part, on how Washington chooses to engage—and with whom.

SIGN UP FOR THIS WEEK IN THE MIDEAST NEWSLETTER

Trump, MBS, and the personal diplomacy factor

The landmark visit by Saudi Crown Prince and Prime Minister Mohammed bin Salman (MBS) to the White House in November helped direct Trump’s attention toward Sudan, which he described as the “most violent place on Earth” and the “single biggest humanitarian crisis.” As Trump acknowledged during his meeting with MBS, Sudan was “not on my charts to be involved in that,” adding that he viewed the conflict as “just something that was crazy and out of control.”

US President Donald Trump greets Saudi Crown Prince and Prime Minister Mohammed bin Salman, during a dinner at the White House in Washington, DC, November 18, 2025. REUTERS/Tom Brenner

That MBS played a decisive role in bringing Sudan onto Trump’s radar underscores the depth of the US president’s personal ties with key Gulf leaders. In contrast to previous US administrations that relied heavily on institutional channels such as the State Department for Middle East engagement, Trump has consistently favored leader-to-leader relationships as the foundation of his administration’s foreign policy decision-making.

Challenges before the Quad

Trump is determined to work with the so-called Quad—the United States, Egypt, Saudi Arabia, and the United Arab Emirates (UAE)—to bring Sudan’s war to an end. However, this effort will face stiff resistance from both belligerents: the SAF, led by General Abdel Fattah al-Burhan, and the RSF, commanded by General Mohamed Hamdan Dagalo (popularly known as Hemedti).

Deputy head of Sudan’s sovereign council General Mohamed Hamdan Dagalo speaks during a press conference at Rapid Support Forces headquarters in Khartoum, Sudan, February 19, 2023. REUTERS/Mohamed Nureldin Abdallah

Each side remains unwilling to make painful compromises, instead pursuing maximalist objectives. Their intransigence will complicate efforts by Trump, US Secretary of State Marco Rubio, and Special Envoy Massad Boulos to secure a cease-fire, deliver humanitarian assistance, and launch negotiations under the auspices of a civilian-led government in Khartoum. Within the Quad, however, each regional partner brings distinct priorities shaped by geography, security concerns, and geopolitical pressures.

Egypt has firmly backed the SAF, positioning itself as Burhan’s principal regional supporter while viewing the RSF as a destabilizing force and an immediate security threat. Cairo sees the SAF as possessing the legitimacy of a national institution and the capacity to restore stability. With a shared 793-mile border with Sudan and the arrival of at least 1.5 million Sudanese refugees since April 2023, Egypt has a strong interest in preventing further displacement. This imperative underscores Cairo’s desire to see the conflict end.

Earlier on in this conflict, Saudi Arabia took care to present itself as a relatively neutral mediator between the two sides, yet its posture tilted toward the SAF. Following Saudi Arabia’s reversal of Emirati gains in Yemen in late 2025 and early 2026, Riyadh has grown increasingly determined to leverage its enhanced regional credibility to counter Abu Dhabi’s influence in the Sudanese conflict through multiple channels.

Riyadh’s ambitious Vision 2030 agenda depends on stability along the Red Sea, where major investments, particularly in tourism, are underway. Prolonged fighting in Sudan, and the risk of its escalation into a broader regional crisis, therefore deeply concerns the Saudi leadership. In this context, Saudi officials view a state army such as the SAF as far preferable to a militia such as the RSF, which they regard as unpredictable, institutionally weak, and lacking legitimacy. Ultimately, Riyadh seeks a coherent authority in Sudan capable of effective governance and control over Red Sea ports, which is not a role that Saudi Arabia sees the RSF fulfilling.

The UAE has charted a markedly different course than Egypt and Saudi Arabia. Though Abu Dhabi officially denies it, United Nations experts, human rights organizations, and many media outlets have concluded that the UAE has been arming the RSF, bearing significant responsibility for Hemedti’s rise. However, Abu Dhabi sees the force as a vehicle for projecting Emirati influence in Sudan and, by extension, across parts of Africa. Dependent on external financing and logistics, the RSF has become deeply reliant on financial networks in the UAE, particularly in Dubai. This reliance has substantially expanded Abu Dhabi’s leverage in Sudan. It is notable how Ethiopia, which is under much Emirati influence, has aligned closely with Abu Dhabi in terms of backing the RSF.

Ideologically, the UAE casts Burhan and the SAF as Muslim Brotherhood-aligned, while perceiving the RSF as a dependable anti-Islamist force capable of shaping a post-conflict order consistent with Abu Dhabi’s campaign to marginalize Brotherhood-linked movements across the Arab world.

Emirati support for the RSF reflects a desire to safeguard Abu Dhabi’s interests and preserve the UAE’s autonomy of action in a volatile environment. This approach is occurring within a broader context of intensifying economic and political competition between Riyadh and Abu Dhabi across the Arab world and parts of Africa, amid heavy involvement by multiple regional and extra-regional actors.

Although Saudi Arabia followed the UAE in designating the Muslim Brotherhood as a terrorist organization back in 2014, Riyadh adopts a notably less rigid stance toward the Islamist movement than Abu Dhabi. Collaborating closely with Turkey and Qatar—both known for their Muslim Brotherhood–friendly foreign policies—on a host of regional issues, Saudi Arabia increasingly prioritizes regional stability and the prevention of state collapse in countries such as Sudan and Syria.

In practice, the Quad’s internal contradictions risk undermining its diplomatic effectiveness, while Washington’s engagement risks being somewhat empty and reactive unless the Trump administration develops a comprehensive strategy that applies sustained pressure on both Sudanese and external actors. Yet, given Trump’s close ties to Abu Dhabi’s leadership, there is reason to doubt whether the White House would press the UAE to curtail its support for the RSF. Despite such challenges, there are good reasons to believe that Trump will see it in Washington’s interests to become more involved in Sudan’s civil war, which brings us to Iran.

The Iranian factor in Sudan’s civil war

While Arab states dominate coverage of regional involvement in Sudan, Iran has also intervened in the civil war. Tehran has supplied the SAF with military support, chiefly Mohajer-6 drones, since late 2023. After the setbacks suffered by the “Axis of Resistance” in 2024, Iran’s foreign policy has increasingly focused on exerting influence near two strategic global chokepoints: the Strait of Hormuz and the Bab al-Mandab. Its leverage over the latter is reinforced by Yemen’s Houthi rebels, now the strongest faction in the Iran-led axis. Sudan, for its part, offers Tehran an opportunity to expand influence along the Red Sea through state-level engagement, rather than warfare via surrogates.

With Burhan dependent on external backing, the Sudanese civil war has given Iran a chance to reclaim influence in Khartoum. Iran lost that foothold in the 2010s when Saudi Arabia and the UAE drew Omar al-Bashir’s regime away from Tehran, culminating in Khartoum joining Saudi Arabia and Bahrain in severing diplomatic relations with the Islamic Republic in early 2016.

In this context, the Trump administration is likely concerned that a prolonged conflict in Sudan could advance Iranian interests and undermine the White House’s “maximum pressure 2.0” campaign. Alongside Israel, the Trump team seeks to prevent Sudan from reverting to its former role as an Iran-friendly state along the Red Sea, at the strategic crossroads of the Arab and African worlds.

Navigating Sudan’s geopolitical crossroads

In sum, Sudan’s civil war illustrates how local conflict can become a crucible for regional rivalries. The Trump administration’s new focus on Sudan, spurred by MBS’s November visit to Washington, may place the United States at the center of a complex interplay among competing Arab ambitions, Iranian strategic calculations, and the entrenched divisions between Sudanese actors.

Egypt and Saudi Arabia favor the SAF as the guarantor of stability and state legitimacy, while the UAE’s support for the RSF reflects a broader strategy of influence projection and counterweighting Riyadh. Iran’s involvement further complicates the calculus, presenting both a challenge to the US-Israeli alliance’s desire to counter Iran’s influence near the Red Sea and Bab al-Mandab, and an opportunity for Tehran to regain lost ground in Khartoum.

Actors within Sudan’s rich, complicated, and layered civil society—from established organizations to grassroots resistance committees—have been delivering humanitarian aid, organizing communities, and articulating credible visions for a democratic transition. No sustainable peace process can succeed without the inclusion of these civil society groups, which retain local legitimacy and organizing capacity. As the White House seeks to restore peace, the Trump administration cannot afford to sideline these actors again, because ignoring Sudanese civil society would mean repeating strategies that have already proven ineffective and unstable.

Additionally, there is the African Union (AU), which has sought to serve as the central diplomatic convener on Sudan, advancing a roadmap focused on a cease-fire, civilian protection, humanitarian access, and a Sudanese-led political transition. Through the Peace and Security Council, coordination with the United Nations and regional bodies, and public condemnation of atrocities such as those in el-Fasher, the AU has worked to align international efforts around an African-led approach, even as its limited enforcement capacity has constrained outcomes. Nonetheless, the AU remains the only actor with continent-wide legitimacy, sustained engagement with Sudanese stakeholders, and an existing framework for coordination.

For US policymakers, the path forward demands more than reactive diplomacy. Sustained pressure on Sudanese factions and regional patrons, careful balancing of rival interests, and an emphasis on humanitarian relief and durable governance are all necessary. Ultimately, the outcome in Sudan will not only determine the future of its people, but also serve as a test of how effectively external powers can navigate the overlapping ambitions, alliances, and rivalries that define Sudan’s position in a complicated geopolitical order.

Giorgio Cafiero is the chief executive officer of Gulf State Analytics, a Washington, DC-based geopolitical risk consultancy. He is also an adjunct assistant professor at Georgetown University.

The post Amid Arab competition, the war in Sudan requires a US balancing act appeared first on Atlantic Council.

]]>
After Israel’s recognition of Somaliland, what comes next? https://www.atlanticcouncil.org/blogs/menasource/after-israels-recognition-of-somaliland-what-comes-next/ Thu, 15 Jan 2026 19:15:12 +0000 https://www.atlanticcouncil.org/?p=899393 Recognition reshapes the scope of bilateral engagement but does not eliminate the constraints tied to Somaliland’s contested status.

The post After Israel’s recognition of Somaliland, what comes next? appeared first on Atlantic Council.

]]>
In a historic move, Israel has officially recognized the Republic of Somaliland as an independent and sovereign state. Preceded only by Taiwan, Israel is the first United Nations member to recognize Somaliland after more than three decades of international impasse. Announced on December 26, the recognition was formalized through a joint declaration signed by Prime Minister Benjamin Netanyahu and Somaliland President Abdirahman Mohamed Abdallah. In parallel, Somaliland pledged to join the Abraham Accords, aligning itself with Washington’s regional normalization framework.

Somaliland’s leaders hailed Israel’s decision as “historic,” celebrating it as long-awaited validation of de facto statehood, with the Israeli flag projected in Somaliland’s capital, Hargeisa. The decision builds on Somaliland’s record of relative stability and functioning democratic institutions, factors that have long differentiated it within a volatile region. However, beyond its symbolism, the significance of recognition will be shaped by its implementation. How Israel translates this decision into security, economic, and diplomatic engagement, while managing regional sensitivities and coordinating with key partners, particularly the United States and the United Arab Emirates (UAE), will determine whether recognition evolves into a durable framework for regional cooperation.

SIGN UP FOR THIS WEEK IN THE MIDEAST NEWSLETTER

Recognition and its limits

Israel’s recognition of Somaliland reshapes the scope of bilateral engagement but does not eliminate the diplomatic and political constraints tied to Somaliland’s contested status. In practical terms, recognition elevates Israel–Somaliland relations from informal coordination to institutionalized state-to-state ties, enabling formal bilateral channels for security dialogue, economic cooperation, and diplomatic presence. The Israeli statement has already signaled an intention to expand cooperation in areas such as agriculture, health, technology, and economic development with Somaliland.

The security implications are most pronounced in the Red Sea context. Israeli officials have confirmed that the recognition is linked to countering Iran and its regional proxies, particularly the Houthi rebels in Yemen. Somaliland’s leadership has, according to regional reporting, been open to hosting an Israeli security presence in exchange for recognition. Formal ties now allow for open discussions on intelligence sharing, port security, and, over time, potential logistical or monitoring arrangements aimed at Red Sea threats.

Economically, recognition reduces political risk for investment and long-term cooperation. Israeli engagement in sectors such as water management, agriculture, health technology, and logistics now rests on a formal diplomatic foundation, creating pathways for trade relations and tangible economic outcomes.

At the same time, recognition does not resolve Somaliland’s contested international status. The Somali Federal Government considers Somaliland part of its territory and opposes any foreign engagement implying recognition. Israel remains the sole United Nations member to have taken this step. The United States, European Union, African Union (AU) members, and even Somaliland’s closest regional partner, the United Arab Emirates, have thus far refrained from recognition. The AU has rejected Israel’s move, reaffirming its commitment to Somalia’s territorial integrity and limiting Somaliland’s access to international institutions in the near term.

Nor does recognition eliminate regional resistance. Somalia’s federal government and several regional actors view Israel’s move as divisive rather than a stabilizing development. In a joint statement, Somalia, Egypt, Turkey, and Djibouti condemned Israel’s decision and reaffirmed their support for Somalia’s territorial integrity. The recognition raises concerns about regional fragmentation and risks inflaming nationalist sentiment in Somalia, while straining Israel’s relations in Africa.

Taken together, recognition expands what can be done while narrowing the margin for error. It enables cooperation but also raises expectations and diplomatic costs that must now be actively managed.

Why this decision came now

Israel’s unprecedented recognition of Somaliland reflects a convergence of strategic and political calculations. Domestically, Netanyahu is under intense pressure from the “Qatargate” scandal: allegations that his top aides accepted Qatari funds to influence policy. With Netanyahu facing calls to resign and looking ahead to a 2026 election year, the move offers an opportunity to shift the narrative with a diplomatic win. Netanyahu explicitly framed the decision “in the spirit of the Abraham Accords,” aligning it with US President Donald Trump’s revived normalization framework. This alignment allows Netanyahu to tout a foreign-policy success at a time when both Saudi Arabia and Indonesia appear reluctant to normalize relations with Israel in the near term, largely due to sustained political sensitivities around the war in Gaza.

Security dynamics further help explain the timing. As Israel emerges from a multifront war in which it has significantly degraded Hamas in Gaza, Hezbollah in Lebanon, and Iranian assets in Syria, one front remains unresolved: the Houthis in Yemen. Despite extensive US and Israeli military action, including more than 1,100 US strikes and repeated Israeli operations, the Iranian-backed group continues to strike Israel and disrupt international shipping in the Red Sea, exposing enduring intelligence and operational constraints for both Washington and Jerusalem.

In this context, Somaliland’s geography takes on heightened relevance. Located across from Yemen near the Bab el-Mandeb chokepoint, Somaliland offers a stable platform for intelligence cooperation, maritime monitoring, and contingency planning against a shared Houthi threat that neither Israel nor the United States has been able to decisively neutralize. The recognition, therefore, is not merely diplomatic; it reflects a recalibration toward long-term Israeli positioning in a theater where the conflict is not over.

Washington’s calculus

Trump responded to Israel’s recognition by making clear that Washington is not prepared to follow Jerusalem’s lead, reiterating that the matter remains under review. This caution comes despite growing bipartisan pressure in Congress toward recognition. In August, Republican Senator Ted Cruz (R-TX) publicly urged the administration to consider recognition, framing Somaliland as a reliable security partner and a strategically aligned actor in the region. At the time, Trump acknowledged that the administration was “looking into” the question of recognition, signaling openness without committing to a policy shift.

The hesitation reflects competing strategic calculations. On one hand, US defense planners have long recognized Somaliland’s value. Senior US Africa Command officials have recently visited Hargeisa, and Somaliland has reportedly offered military basing that could enhance US capabilities to counter Houthi maritime disruption and limit Chinese influence along the Horn of Africa. On the other hand, formal recognition carries diplomatic costs. A unilateral shift risks undermining US relations and counterterrorism coordination with Somalia’s federal government while also straining ties with regional partners.

Therefore, Washington will continue to face pressure from Mogadishu and the AU to preserve the status quo. Still, the strategic consequences of Israel’s move, combined with US interests in the region, make eventual US recognition increasingly plausible.

Abu Dhabi’s balancing act

The UAE takes a more nuanced position. Abu Dhabi has been Somaliland’s most significant partner for nearly a decade, investing heavily through DP World’s development of Berbera port and maintaining a diplomatic liaison office in Hargeisa. These ties reflect a strategic interest that predates Israel’s recognition and position the UAE as a central economic and security actor in Somaliland.

Notably, while the Gulf Cooperation Council (GCC) issued a collective statement condemning Israel’s recognition, the UAE has not issued a standalone national condemnation. This distinction matters. Abu Dhabi’s posture signals its careful balancing of Somaliland engagement against broader Gulf dynamics, particularly Saudi Arabia’s firm response. Riyadh’s stance, aligned with Somalia and reinforced through the GCC and Organisation of Islamic Cooperation, constrains the UAE’s room for maneuver, even as intra-Gulf competition in the Horn of Africa continues to shape Emirati strategy.

In practice, the UAE is unlikely to scale back its presence in Somaliland. Instead, Abu Dhabi is expected to deepen engagement quietly, continuing port and infrastructure projects while avoiding a high-profile diplomatic break. Formal recognition remains possible over time, but would likely be pursued in coordination with Washington and in consultation with the AU.

Turning recognition into strategy

With Israel and Somaliland now formal partners, the priority should be to consolidate this diplomatic opening without inflaming regional tensions. What follows should be guided by coordination, restraint, and sequencing, particularly with the United States.

For Israel, close coordination with Washington is essential. Acting in parallel with the United States, rather than ahead of it, will reduce friction with regional partners and avoid working at cross purposes. At the same time, Israel should quietly engage key Arab and African partners, including the UAE, Ethiopia, and Kenya, to explain its move, encourage pragmatic cooperation, and mitigate long-term fallout.

Israel should prioritize a phased rollout of cooperation with Somaliland. Rushing into highly visible steps, such as military facilities or overt security deployments, risks provoking backlash from Somalia and its allies. In the near term, Israel would be better served by avoiding provocations and emphasizing civilian and developmental cooperation, signaling good faith and framing recognition as stabilizing rather than militarizing. Security cooperation, while clearly part of Israel’s calculus, should initially remain low-profile, focused on intelligence-sharing and counterterrorism rather than overt operations.

Finally, Israel should embed its engagement with Somaliland within a multilateral framework. Coordinating security and economic initiatives with the United States and the UAE, leveraging the UAE’s established military and logistical presence in Somaliland and existing US Africa Command infrastructure, would anchor cooperation within broader regional architectures, enhancing legitimacy and durability.

The United States, even if not prepared to recognize Somaliland at this stage, remains central to shaping outcomes through its regional security presence and diplomatic influence on both African and Arab actors. The Trump administration has stated that the issue remains under review; this window should be used to conduct a structured interagency assessment of US policy toward Somaliland and its implications for Red Sea security, counterterrorism, and regional diplomacy.

Short of recognition, Washington can deepen engagement incrementally. Options include upgrading its diplomatic presence in Hargeisa to a liaison office, expanding security cooperation and training, and increasing investment; steps that advance US interests while preserving strategic flexibility.

At the same time, Washington should leverage its influence with Mogadishu to discourage escalation with Somaliland. A US-facilitated confidence-building process, building on this administration’s successful mediation track record, could help preserve space for dialogue.

Ultimately, Israel’s unprecedented recognition of Somaliland reflects confidence in a stable partner and a belief that engagement can strengthen security in the Red Sea. If implemented in alignment with Washington, this move has the potential to reshape regional dynamics beyond the Horn of Africa.

Amit Yarom is a graduate student at the Elliott School of International Affairs at George Washington University. He is a foreign policy researcher, specializing in the Arabian Gulf.

The post After Israel’s recognition of Somaliland, what comes next? appeared first on Atlantic Council.

]]>
The US is reengaging with Libya—and it’s the right call https://www.atlanticcouncil.org/blogs/africasource/the-us-is-re-engaging-with-libya-and-its-the-right-call/ Thu, 15 Jan 2026 15:20:31 +0000 https://www.atlanticcouncil.org/?p=898103 If the United States seeks stability in the Mediterranean and credible alternatives to Russian energy, now is the time to make coordinated security and economic investments in Libya.

The post The US is reengaging with Libya—and it’s the right call appeared first on Atlantic Council.

]]>
This article is part of a series published by the Atlantic Council’s Africa Center and the GeoStrategy Initiative of the Scowcroft Center for Strategy and Security exploring the nexus between US security and economic interests across Africa. The previous edition can be read here.

Fourteen years after the 2011 uprising and NATO-led military intervention that toppled Muammar Gaddafi, Libya remains divided. While the internationally recognized Government of National Unity (GNU) rules the northwest, the Libyan National Army (LNA), led by military leader Khalifa Haftar, controls most of eastern Libya—with both factions backed by competing foreign militaries.

For years, the situation on the ground seemed frozen. Yet two recent developments mark a shift: Oil majors are returning to the country, and the United States is stepping up its military engagement. The visits by the top leadership from US Africa Command (AFRICOM) in October and December last year and the announcement that Libya will join Exercise Flintlock—AFRICOM’s largest annual special operations exercise historically focused on West Africa—signal that the US administration now views Libya’s trajectory as inseparable from broader regional stability.

Against this backdrop, the United States has a narrow—but real—opportunity to reset conditions in Libya by combining carefully calibrated security engagement with strategic investment. Taking this opportunity is urgent, especially as Russia and other foreign powers seek to cement their influence over the southern Mediterranean’s political future.

Libya’s geostrategic significance for energy, Europe, and the Sahel

Libya straddles Europe and Africa. While its coastline faces Italy, its southern expanse feeds directly into the Sahel, where al-Qaeda-aligned groups such as Jama’a Nusrat ul-Islam wa al-Muslimin and Islamic State (IS) affiliates operate. What happens in Libya affects US and European energy security, regional counterterrorism efforts, and global migration flows. Moreover, the country produces between 1.2 and 1.4 million barrels of oil per day and aims to reach two million by 2030. With Western sanctions tightening on Russian energy, Europe increasingly views Libyan crude oil as a pressure-valve alternative.

In November, Shell, Chevron, Eni, TotalEnergies, and Repsol* were all pre-qualified to participate in Tripoli’s first exploration auction in eighteen years. However, instability in southern Libya continues to amplify extremist mobility and arms flows from the Sahel, directly threatening these investments. That risk is further compounded by the expansion of Russia’s Africa Corps—the successor to the paramilitary Wagner Group—in the east and south. Meanwhile, the Central Mediterranean migration route remains a sensitive domestic political issue for Italy. Rome’s Mattei Plan is explicitly built around stabilizing Libya’s energy production and migration management.

Navigating fragmentation and proxy competition to unlock investment

Progress in Libya’s hydrocarbons sector remains contingent on a minimum threshold of stability and predictability in governance, which is still fractured between the Tripoli-based GNU—backed by Turkey and Qatar—and Haftar’s LNA in the east, supported by Russia (via the Africa Corps), Egypt, and the United Arab Emirates.

The signing of a 2019 maritime boundary treaty with the GNU has given Turkey de facto veto power over Libya’s western security sector and offshore zones. Meanwhile, Russia has entrenched itself in eastern Haftar-controlled areas since 2023. Instead of relying on the Wagner Group, however, Moscow has transitioned to formal involvement via the Ministry of Defense. Russia now controls airbases, logistics hubs, and key desert routes into the Sahel, with personnel positioned near critical oil fields and terminals—the same assets the Tripoli government is attempting to license to Western firms.

The result is that Libya has become the Mediterranean’s most active proxy chessboard, with foreign powers positioning themselves to capture future revenues from hydrocarbons and reconstruction. Absent a credible US counterweight, decisions on energy access, migration management, and political transition will be made in Moscow or elsewhere—but not in Washington or Brussels.

A new window for US reengagement

Two developments suggest a modest but meaningful upward trend in US reengagement. First, building on the US Navy ship visit to Libya in April (the first in fifty years), AFRICOM’s deputy commander visited GNU-controlled Tripoli and LNA-held Sirte in October. Inviting Libya to Exercise Flintlock was deliberate signaling: The US government seeks to pull Libya into a broader Western security network—rather than cede the field to other countries with stronger influence, such as Russia. This trajectory continued in early December, when Prime Minister Abdul Hamid Dbeibah met AFRICOM’s commander to expand cooperation on training, equipment, and force professionalization. The GNU’s public request for deeper US support in professionalizing Libya’s security forces marks a notable shift after years of strategic hedging between Washington, Ankara, and Doha.

Second, there has been a surge of activity around Libya’s energy sector. Since 2023, oil output has stabilized, front lines have frozen, and neither the LNA nor the GNU has achieved decisive military or political dominance. This stalemate has created political space for external influence. Energy-sector momentum has been reinforced by high-level diplomatic traffic in both directions. The US special envoy for Africa and Arab Affairs, Massad Boulos, traveled to Tripoli and Benghazi in July, followed by a GNU delegation visit to Washington in August. That trip signaled the GNU’s intent to re-anchor Libya with Western stakeholders and request US assistance in pushing Russia out of eastern military bases to restore unified territorial control.

That momentum was further reinforced by a joint statement on November 26 from the United States, major European partners, Gulf states, Turkey, Egypt, and the United Kingdom. The statement backed a renewed mandate for the United Nations Support Mission in Libya (UNSMIL), endorsed a political roadmap by UNSMIL head Hanna Tetteh, and explicitly called for deeper east-west military and economic coordination—a rare moment of alignment among Libya’s external powerbrokers. For the US administration, this sent the strategic signal that Libya’s unification is now within reach. The window of opportunity, however, is closing fast—and another conflict cycle, election breakdown, or foreign miscalculation could shut it indefinitely.

The energy-security nexus: Why investment alone will fail

The return of oil majors represents the most consequential shift in Libya in a decade. But investment without security is unlikely to endure. In March last year, Libya launched its first licensing round for oil exploration in eighteen years, signaling a bid to attract Western technology, capital, and expertise. Shell, BP*, TotalEnergies, and Eni have reopened channels with the National Oil Corporation (NOC)—and ExxonMobil* signed a memorandum of understanding in August for offshore exploration in the Sirte Basin.

Yet these developments do not change the fact that some of Libya’s most valuable reserves remain under Russian influence. Western firms cannot scale operations without predictable access, enforceable contracts, and baseline security guarantees.

An intentional presence to protect investment

To consolidate recent political and economic gains—and protect sizable Western energy investments—the United States should deliberately expand its diplomatic, military, and economic presence in Libya, in close coordination with allies.

The March 2024 announcement that the United States will reopen an embassy in Libya is a critical step toward sustained engagement across military and economic channels. It will also enable closer coordination with key partners—including Italy, Egypt, Turkey, and the UN—whose objectives overlap with US interests.

As the multi-year process to open the embassy inches forward, AFRICOM and its components should pursue near-term, high-impact initiatives. US special operations forces should help build and professionalize vetted Libyan special forces units across both western and eastern factions, units that would pursue shared security interests, no matter the progress toward an eventually possible unification. Additionally, maritime partnerships should be expanded rapidly to strengthen Libyan Navy and Coast Guard capabilities, particularly in interdiction, offshore asset protection, and port security. At the same time, the United States could leverage its convening power to establish a technical deconfliction cell in Sirte, allowing GNU and LNA representatives to coordinate security around oil infrastructure and prevent escalation. Such mechanisms could also support counterterrorism cooperation, including targeting IS remnants and blocking spillover from the Sahel.

Layered US engagement can unlock stability

However, military engagement alone will not be sustainable without economic development. Given the complex legacy of US involvement—from the economically devastating sanctions of the 1980s to the 2011 NATO intervention and the overthrow of the Muammar Gaddafi regime—the United States must work through partners to advance both economic and counterterrorism objectives. The US International Development Finance Corporation and the Export-Import Bank could prioritize export credits for pipelines, gas processing, and power generation, explicitly linking financing to transparency and anti-corruption benchmarks.

US and partner foreign assistance could also support long-overdue reforms at the NOC, including modern contracting practices, environmental standards, and shared revenue frameworks. These efforts should extend beyond governments: Western energy companies involved in Libya should participate in coordinated infrastructure planning, rather than simply launching isolated investments.

Layering diplomatic, military, and economic tools would allow the United States to establish a modest but coherent posture capable of unlocking outsized stabilization effects—and preventing any country that works against US interests from having dominance over Libya’s future. For the United States, Libya offers a proving ground for a new model of engagement—one built on security assistance that enables Western investment instead of substituting for it. AFRICOM’s renewed presence and the surge of Western energy interest create a rare opportunity to reintegrate Libya into a Western orbit. If the United States seeks stability in the Mediterranean, resilience in the Sahel, and credible alternatives to Russian energy, now is the time to make coordinated security and economic investments in Libya.


Rose Lopez Keravuori is a nonresident senior fellow at the Atlantic Council’s Africa Center, an associate director at Strategia Worldwide, and chair of the board of advisors of GCR Group. She previously served as the director of intelligence at the US Africa Command.

Maureen Farrell is a nonresident senior fellow at the Atlantic Council’s Scowcroft Center for Strategy and Security and vice president for global partnerships at Valar, a Nairobi-based strategic advisory and risk firm. She previously served as the deputy assistant secretary of defense for African affairs and director for African affairs at the US National Security Council.

Note: Several companies mentioned in this article—Shell, BP, Chevron, Eni, TotalEnergies, Repsol, and ExxonMobil—are donors to the Atlantic Council but not to this article series.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The GeoStrategy Initiative, housed within the Scowcroft Center for Strategy and Security, leverages strategy development and long-range foresight to serve as the preeminent thought-leader and convener for policy-relevant analysis and solutions to understand a complex and unpredictable world. Through its work, the initiative strives to revitalize, adapt, and defend a rules-based international system in order to foster peace, prosperity, and freedom for decades to come.

The post The US is reengaging with Libya—and it’s the right call appeared first on Atlantic Council.

]]>
A three-billion-person challenge: The rising global market for financial leaders https://www.atlanticcouncil.org/in-depth-research-reports/report/a-three-billion-person-challenge-the-rising-global-market-for-financial-leaders/ Wed, 14 Jan 2026 14:30:00 +0000 https://www.atlanticcouncil.org/?p=897244 Financial-sector policymakers and financial service providers are facing both a real challenge and unique opportunity to drive economic inclusion for about three billion people and spur growth toward the Sustainable Development Goals (SDGs).

The post A three-billion-person challenge: The rising global market for financial leaders appeared first on Atlantic Council.

]]>

Executive summary

Financial-sector policymakers and financial service providers are facing both a real challenge and unique opportunity to drive economic inclusion for about three billion people and spur growth toward the Sustainable Development Goals (SDGs).

The good news from the World Bank’s Global Findex Database 2025 is that 79 percent of adults globally and 75 percent in low- and middle-income economies (LMIEs) now have a financial account of some kind. Mobile phones are even more ubiquitous, with 86 percent of adults globally and 84 percent in LMIEs having one, which in most contexts can be used to access financial services. This means about four out of every five people have the potential to save safely and borrow prudently to meet their financial needs and the potential to pay and be paid digitally. This is good news for the individuals, their families, and for these economies because, as the IMF has found,
financial inclusion serves as a catalyst for both economic participation and inclusive growth.

However, the majority of adults in LMIEs that have a financial account do not yet fully engage with the formal financial sector. Only 40 percent of adults in LMIEs (on average) saved formally and only 24 percent of adults in LMIEs (on average) borrowed from a formal financial service provider in the last year and even they do not necessarily have the type of credit they need.1 There are, therefore, about three billion people who could actively engage in the formal financial sector, and they present both a challenge for financial sector leaders and an opportunity for accelerating inclusive growth.

The main reasons adults in LMIEs do not use formal digital financial services are affordability, lack of trust in service providers, and lack of products to meet their needs. Rapid advances in digital public infrastructure (DPI) and artificial intelligence (AI) have the potential to directly tackle these challenges. Together they can reduce costs, increase trust, and tailor products for individuals, thereby improving lives and driving growth:

  • DPI has been endorsed by the Group of Twenty since India’s presidency in 2023.2 Ninety-seven countries now have DPI-like digital payments; sixty-four countries have digital IDs, and 103 have data exchange—together reducing costs and increasing trust.3
  • AI, by cheaply analyzing massive data sets, is turbocharging cost reduction and product tailoring, which translates into greater affordability and access for people on lower incomes.4

Yet, there are potentially problematic aspects to these exciting innovations. DPI has the potential for loss of data privacy (if privacy by design is not embedded), for rent extraction (if not an open-source platform), and for government surveillance (if DPI safeguards are not central).5 AI has the potential to turbocharge fraud, scams, and identity theft and compromise trust.6

Therefore, government financial-sector regulators and policymakers have urgent and important decisions to make about how to enact and enforce responsible guardrails in the financial ecosystem. These guardrails are essential so new customers have affordable, appropriate products, can trust their money and data are safe, and have effective recourse mechanisms if problems occur. National coordination at the highest level is essential, regional approaches including policy harmonization can be cost-effective, and urgency is imperative. Financial-service leaders also have key decisions to make about how to design affordable and responsible financial products that build trust, enable resilience, and foster financial well-being and economic growth. There is now a unique opportunity for financial-sector leaders to unleash economic potential for three billion people and accelerate inclusive growth.

Read the full report

About the author

Ruth Goodwin-Groen is a nonresident senior fellow with the Atlantic Council’s GeoEconomics Center. Goodwin-Groen brings thirty years of strategic and technical leadership in financial-sector development and financial inclusion in emerging markets to her current consulting practice, Goodwin-Groen Consulting. Her focus is on responsible digital financial inclusion and equality in financial services for women.

Goodwin-Groen is best known as the founding managing director of the United Nations-hosted Better Than Cash Alliance, which created a global movement from cash to responsible digital payments to achieve the Sustainable Development Goals. Alliance members and partners include over 113 governments, 229 companies, and most of the UN—accounting for over 90 percent of global gross domestic product.

Goodwin-Groen has a PhD in financial-sector development from the University of Bath, an MBA with distinction from Harvard Business School, and a Bachelor of Science with Honors from the University of Western Australia.

Acknowledgements

The author extends special thanks to those providing expert input on this paper: Isabelle Carboni, Expert Consultant; Eric Duflos, CGAP; Nicole Goldin, United Nations University-Centre for Policy Research & Atlantic Council; Leora Klapper, World Bank; David Porteous, Integral: Governance solutions; and Camilo Tellez-Merchan, Gates Foundation. She also deeply appreciates the input of Atlantic Council colleagues Josh Lipsky, Sophia Busch, and Juliet Lancey as well as those who contributed to the findings and recommendations of this report through their participation in two roundtable discussions at the Atlantic Council in April and October of 2025. See the Appendix for a list of the participants. This report was made possible in part by a grant from Tala.

Related content

Explore the program

At the intersection of economics, finance, and foreign policy, the GeoEconomics Center is a translation hub with the goal of helping shape a better global economic future.

1    Klapper et al., The Global Findex Database 2025, xxxiii, 152, 154, 218.
3    “The Digital Public Infrastructure Map,” DPI Mapping Project, https://dpimap.org/.
4    Sophie Sirtaine, “AI’s Promise: A New Era for Financial Inclusion,” CGAP Leadership Essay Series blog, CGAP, April 4, 2025, https://www.cgap.org/blog/ais-promise-new-era-for-financial-inclusion.
5    Zoran Jordanoski, “Safeguarding Digital Public Infrastructure: A Global Imperative for Sustainable Development,” United Nations
University Operating Unit on Policy-Driven Electronic Governance, July 9, 2025, https://unu.edu/egov/article/safeguarding-digital-public-infrastructure-global-imperative-sustainable-development.
6    Eric Duflos, “AI and Responsible Finance: A Double-Edged Sword,” AI and the Future of Financial Inclusion blog series, CGAP,
April 29, 2025, https://www.cgap.org/blog/ai-and-responsible-finance-double-edged-sword.

The post A three-billion-person challenge: The rising global market for financial leaders appeared first on Atlantic Council.

]]>
Caroline Costello in Foreign Policy https://www.atlanticcouncil.org/insight-impact/in-the-news/caroline-costello-in-foreign-policy/ Mon, 05 Jan 2026 17:04:37 +0000 https://www.atlanticcouncil.org/?p=895944 On September 9th, 2025, Global China Hub Assistant Director Caroline Costello published an op-ed in Foreign Policy about China’s role in fueling illegal logging in Africa.

The post Caroline Costello in Foreign Policy appeared first on Atlantic Council.

]]>

On September 9th, 2025, Global China Hub Assistant Director Caroline Costello published an op-ed in Foreign Policy about China’s role in fueling illegal logging in Africa.

The post Caroline Costello in Foreign Policy appeared first on Atlantic Council.

]]>
Democracy and stability in Africa: Why US leadership still matters https://www.atlanticcouncil.org/in-depth-research-reports/report/democracy-and-stability-in-africa-why-us-leadership-still-matters/ Fri, 19 Dec 2025 00:47:44 +0000 https://www.atlanticcouncil.org/?p=893855 The near- and long-term interests of African societies and key US stakeholders are bolstered by the advancement of democratic, accountable, and stable governance on the continent. A robust democracy assistance strategy in Africa is in line with long-standing US values that underpin America’s reputation and image on the continent, and is also instrumental to current US objectives. 

The post Democracy and stability in Africa: Why US leadership still matters appeared first on Atlantic Council.

]]>

Bottom lines up front

  • The United States is reevaluating democracy assistance in Africa at a time when democratic institutions, citizen aspirations, and regional stability depend on sustained support for accountable governance.
  • Strengthening democratic pathways, empowering citizens in democratic and authoritarian contexts, and investing in stabilization and local peacebuilding are essential to protecting African progress and advancing US interests.
  • Private philanthropy and the private sector must play a larger role in sustaining electoral integrity, supporting civil society, and fostering conditions that enable long-term democratic and economic gains.

This issue brief is part of the Freedom and Prosperity Center’s “The future of democracy assistance” series, which analyzes the many complex challenges to democracy around the world and highlights actionable policies that promote democratic governance.

Introduction

The political landscape in Africa defies generalization. Despite setbacks and challenges, democratic progress continues in Ghana, Malawi, and Senegal, among other countries. Next to these bright spots, military juntas have deepened their grip on multiple West African and Sahelian governments, long-standing authoritarian regimes remain in Rwanda, Uganda, and other countries, and conflict and war continues to upend lives and threaten the territorial integrity of the Democratic Republic of Congo (DRC) and Sudan. Numerous other countries are best described as hybrid regimes, combining democratic and authoritarian forms of governance and producing inconsistent outcomes for their citizens in terms of delivering public goods, securing basic rights, and promoting economic growth.

Against this backdrop, the United States is recasting its relationship with African governments and their constituencies. Department of State officials describe “trade, not aid” as the foundation of US policy in Africa. In doing so, they have named expanded access to critical minerals and energy resources, alongside the development of new markets for US exports, as signature priorities for the Trump administration on the continent. This shift has brought cascading effects on African nations. As the region with the largest historic inflow of US foreign assistance, deep and sudden cuts to the aid budgets of the US Department of State and the closure of the US Agency for International Development have disproportionately affected African countries.[2]

Previous US administrations—including the first Trump administration—promoted democratic governance and stability in Africa using a combination of diplomatic and development tools. In fiscal year 2023, for example, the US government spent more than $338 million on democracy, human rights, and governance (DRG) programming in Africa. Even more was spent in the final year of the first Trump administration, when DRG spending in Africa stood at more than $415 million.

Today, the outlook is very different. In addition to eliminating most democracy assistance to the continent in the early round of aid cuts, the administration has sought to defund the National Endowment for Democracy and proposed the elimination of nearly all DRG funds in its 2026 budget. Meanwhile, it has shifted away from criticizing foreign governments on democratic and human rights grounds.

Regardless of the direction of US government policy, recent history shows that both African societies and US national interests are best served by stable, democratic, and accountable systems of governance, which have proved more effective at delivering peace, expanding socioeconomic opportunity, and fostering market economies that attract domestic and international investment. Given this reality, the “dealmaking” intended to drive the administration’s foreign policy will find its greatest long-term success in countries with stronger and more democratic institutions.

This brief makes recommendations for how and why US stakeholders should work with democratic partners in Africa to seek democracy and stability-related outcomes. It includes specific recommendations directed at the US government for using democracy assistance as a tool to advance key African and American priorities. Recognizing that the near-term reality of reduced funding for US government democracy assistance will generate new shortfalls and challenges, this brief also identifies opportunities for other American institutions, namely private philanthropy and the private sector, to partner with key democratic actors and advance DRG practice in Africa.

Why prioritize democracy, good governance, and stability?

There are numerous practical reasons for the US government and constituencies to prefer and encourage democracy, good governance, and stability in Africa. Most importantly, it is what African publics want. Survey respondents on the continent consistently report a preference for democratic systems of government over all other options. The 2021–23 Afrobarometer survey found that, across thirty-nine surveyed countries, 66 percent of respondents prefer democracy over any other kind of government, while 78 percent oppose one-party rule and 66 percent oppose military rule. Despite some erosion in overall support for democracy over the past decade, popular support for democratic governance remains resilient in the face of social and economic headwinds and global momentum for authoritarian governments.

Despite challenges, democratic and institutionally stable regimes have yielded economic, political, and social benefits. The Atlantic Council’s Freedom and Prosperity Indexes show that globally, while gains often take time to accrue, democratizing countries see an average bump of 8.8 percent in gross national product per capita over a twenty-year period compared to their autocratic peers. Meanwhile, institutional instability and fragility remain especially damaging to socioeconomic well-being. Countries with the highest levels of fragility as defined by the Fragile States Index have seen slow or significantly negative economic growth, conflict, and recurrent humanitarian crises. Insecurity and crisis, in turn, create unstable markets, disrupt supply chains, and erode long-term investment for US industries.

From an American perspective, African countries with stable and democratic institutions have been reliable economic, political, and security partners. They are more inclined to establish and strengthen rules-based economic and political systems that protect US and other investors. In regions like the Sahel, as elaborated on below, democratic governments serve as key political and security allies, while undemocratic and especially unstable countries have invited foreign interference by geopolitical rivals and create risks related to radicalization.

Institutional stability will only become more important as the US government and corporations push to expand trade relations and close deals in capital-intensive sectors like mining. Moving forward, the limiting factor on investments that generate returns for African and American economies alike is not the ability of the US government to sign deals today, but its ability to encourage stable economic and political conditions that protect those investments in the years to come.

Priorities for democracy assistance

A sensible US foreign policy interested in achieving meaningful social, political, and economic gains for African partner societies and US stakeholders alike would make diverse investments in stable, democratic, and accountable governance on the continent. We identify three broad priorities that could power an effective democracy assistance strategy:

  1. Invest in countries on a democratic pathway.
  2. Ally with citizens, including in backsliding democracies and autocracies.
  3. Prioritize stabilization and local institutions that enable peace and security.

These priorities and the specific investments listed below are not meant to be comprehensive, but rather indicative of what a balanced and sufficiently ambitious US democracy assistance strategy could entail. The priorities could be applied across a wide set of countries and regions, or focus on specific geographies where the US government has direct economic and security interests, such as large population centers and economies like Nigeria and Kenya, or strategic regions like the Great Lakes, Horn of Africa, and Sahel. Recognizing that the US government is poised to reduce its investments in critical areas of intervention, we identify specific opportunities for private philanthropy and the private sector to play a leadership role in delivering and reenvisioning elements of a democracy assistance package moving forward.

Priority 1: Invest in countries on a democratic pathway

Reinforcing the economic, political, and security gains to democratic stability in Africa, the United States should continue to invest in the success of aspiring and longer-standing democracies on the continent. Democratic governments are better at protecting the rights and well-being of their citizens while creating hospitable conditions for secure, long-term investments and trade relations. Key democratic governments on the continent have set reform agendas with the potential to benefit their citizens and serve near- and long-term American economic and political interests. Furthermore, multiple democratic countries represent anchor security partners for the United States and critical bulwarks against instability, radicalization, and foreign interference in volatile regions such as the Sahel.

Take Senegal, for example. Senegal provides a case study for how a country that has made long-term democratic progress—and that overcame threats to its 2024 presidential election—is prioritizing economic and governance reforms that are responsive to the stated interests of its citizens. Like other recently elected governments on the continent, Senegal’s administration has prioritized anti-corruption, structural economic reforms, and poverty reduction, among other signature initiatives. Senegal’s President Bassirou Diomaye Faye led this effort by declaring his assets during the election and, once in office, announcing audits of the oil, gas, and mining sectors. The administration similarly proposed multiple transparency laws and released previously unpublished reports from anti-corruption institutions.

The extent and success of reform efforts in Senegal remains to be seen, but they have the potential to strengthen its citizens’ socioeconomic security and overall market economy. Alongside Ghana, Senegal remains a long-standing democratic partner in a region where the proliferation of military-led governments has put US security interests and assets at risk, as evidenced by the recent closure of US military bases in Niger. The U.S., therefore, has a direct stake in the success of governance-strengthening efforts in countries like Senegal.

The US government and other entities should make strategic investments in countries on a democratic pathway, like Senegal, to achieve results in high-priority areas of reform and strengthen key institutions, including in sectors of mutual interest to the US stakeholders and partner governments.

  • Prioritize support for reforms that are championed by government partners. External technical and financial assistance is most effective when supporting reform and governance-strengthening initiatives that are owned and led by government partners. Indeed, political commitment alongside bureaucratic capacity are among the interrelated factors contributing to the success or failure of reform. In countries seeking to entrench democratic and economic reforms, the US government can work with partner governments that see their political futures as tied to the success of reforms across a range of economic and social sectors, such as public health, transportation, and financial services where key benefits accrue to US constituencies. The US government can aid these reform efforts by providing technical assistance, technology transfers, and direct financial support, concentrating on sectors where the US has a strategic interest.
  • Continue social and capital investments in democratizing countries. The US government has used vehicles such as the Millennium Challenge Corporation (MCC) to invest in economic and social sectors in countries meeting basic governance benchmarks. This has included, for example, using cofinancing models to support upgrades of the energy sector in Senegal and the transport sector in Malawi. The MCC’s investment-led, government-to-government approach is suited to countries on a stable and democratic trajectory, where US and partner country investments are more likely to be secure. While its future remains uncertain, the MCC and institutions like the Development Finance Corporation can help democratizing countries generate capital for high-priority, high-impact sectors that can contribute to economic growth and social welfare. Looking forward, the US government can maintain investments in strategically important countries like Cote d’Ivoire and Zambia. It can also use its investments to crowd in funding to sectors of mutual interest for African and American businesses and other stakeholders.

The role of other actors: Private philanthropy must maintain support for free and fair electoral systems

The integrity of electoral institutions and, ultimately, the conduct of elections has an outsize influence on the trajectory on democratic consolidation. The US government has decades of experience supporting political parties, strengthening the infrastructure for independent election monitoring, and strengthening electoral management bodies (EMBs), which research shows is critically important to democratic trajectories, including re-democratization. Meanwhile, the current Department of State has backed away from electoral assistance programs and issued directives restricting embassies from criticizing foreign elections.

Given trends in US government policy, private philanthropy can help preserve US leadership in international electoral support. While the philanthropic sector cannot replace US government election funding—which included $48.9 million in support for unanticipated events like snap elections across twenty-eight African countries between 2022 and 2024—it can make high-impact investments that help preserve and build on democratic gains. These investments could include, for example, prioritizing targeted support for EMBs and the electoral monitoring capacities in countries working to consolidate their democratic progress.

Priority 2: Ally with citizens, including in backsliding democracies and autocracies

In pursuing a dealmaking-focused foreign policy, it will be tempting for the US government and private sector to “deal” primarily or exclusively with power-wielding political and economic elites. Doing so risks putting the United States at odds with African publics who express a preference for democracy and accountable governance, while potentially promoting corruption and distorting markets key to fair competition for US and other businesses.

Many African societies have tended to hold positive views of the United States and find resonance with its economic and political values. Recent research from Pew found that the some of the highest US approval ratings from foreign publics come from surveyed African countries. These findings mirror older Afrobarometer data showing that preference for the US development model outcompetes China’s by 11 percentage points across surveyed countries. This research suggests that views of the United States are influenced by its perceived commitments to democratic and free-market development approaches.

An effective foreign policy focused on long-term US interests must grapple with the reality that the political and socioeconomic interests of African citizens are not always served by their leaders. Many regimes tilt the electoral system in their favor, effectively silencing their electorates. Across a range of countries, civil society and human rights leaders face political repression for exercising their fundamental political rights. And too many large-scale investments in extractives and other sectors—including investments led by transactional Chinese state and corporate entities—have undermined the human rights and failed to serve the interests of local communities.

Allying with African citizenries does not mean forgoing economic and political dealmaking. Across regime types, citizens want to see expanded economic opportunity, social welfare gains, and security. Failure to prioritize the economic and political needs and interests of African societies, however, would put the United States on the wrong side of many of the youngest populations in the world, jeopardizing hard-won admiration on the continent. Democracy assistance offers practical tools for supporting and protecting key constituencies.

  • Invest in strengthened economic governance and business climates. African publics and the US government and corporations have a shared interest in strengthening business sectors that enable fair, rules-based market competition. The US government should invest in strengthened economic governance through targeted support to government and nongovernment actors, potentially focusing on sectors with heightened exposure for the United States. This could, for example, include supporting efforts to reduce child labor and forced labor from supply chains, thereby addressing significant human rights violations and leveling the economic playing field for US corporations that must adhere to international labor standards. Where there is state commitment to reform, the US government can support technical assistance to lawmakers and regulatory bodies to put in place and implement legal, policy, and regulatory frameworks that meet international standards. It can also support chambers of commerce, industry associations, and civil society organizations to promote transparent and accountable business practices and advance market-oriented reforms.
  • Prioritize anti-corruption and accountability. Support for anti-corruption efforts by committed government and citizen actors offers a clear opportunity for the US government to stand with African publics. In countries as varied as Gabon, Gambia, Liberia, and South Africa, more than 70 percent of Afrobarometer respondents report that corruption increased “somewhat/a lot” in the past year.” Corruption concerns have helped fueled democratic transitions in countries such as Ghana and Senegal, as well as large-scale protests in Kenya, Madagascar, and South Africa, among others. The US government could assist governments committed to anti-corruption efforts to advance e-governance that has been shown effective at reducing opportunities for corruption. The United States should also support civil society and independent media to conduct investigations, analyze public data, and advocate for public transparency and accountability, including to address regional challenges like cross-border illicit financial flows that harm US economic interests.

The role of other actors: Private philanthropy should prioritize emergency assistance to civil society and human rights institutions

With the near-term decline of the US government’s support to civil society in Africa and globally, private philanthropy is best placed to shore up critical gaps while shifting the terms of assistance for civic institutions. In particular, private foundations can prioritize funding for emergency assistance aimed at protecting individuals and organizations facing acute risks of political repression. The annual value of US government human rights programming in Africa was $21.6 million in fiscal year 2022, of which emergency assistance activities was only a part. The sums involved for sustaining core emergency assistance categories are within the capabilities of individual or coalitions of leading US philanthropies.

Private foundations can also adopt regional or global approaches to directly funding and supporting local civic institutions. This could include developing programs that facilitate horizontal relationships, learning, and mutual assistance among civic actors from Africa, the United States, and other regions grappling with common struggles related to conflict, democracy, and accountable governance in their societies.

Priority 3: Prioritize stabilization and local institutions that enable peace and security

Instability and conflict remain critical challenges across key regions and countries in Africa. The Fragile States Index shows that four out of the five most fragile countries (and sixteen out of the most fragile twenty-five countries) globally are in sub-Saharan Africa. Recent years have seen a rapid expansion in the scope and intensity of conflict in the region. This includes conflicts fueled or amplified by extremist groups in the Sahel, West Africa, and coastal East Africa. It also includes civil conflicts in Ethiopia, Sudan, and South Sudan, among other countries. The human and economic costs of conflict are vast. In 2023, the number of displaced persons in Africa approached 35 million, representing nearly half of the total number of displaced persons globally.

In the DRC and broader Great Lakes region of Africa, the Trump administration has shown a willingness to use its political capital to seek an end to a long-standing and worsening conflict that threatens its trade and investment interests. In late June 2025, the US government announced a peace deal between the DRC and Rwanda governments aimed at halting the conflict between state authorities and the March 23 Movement (M23) rebels. Questions remain about the ultimate effectiveness of the settlement given that M23 and other rebel groups are not direct parties to the agreement. The US government, however, has expressed commitment to its implementation, which it sees as necessary for enhanced American access to critical minerals, including cobalt, copper, and tantalum. As in other countries with active conflicts, the US government has cut important aid programs to the DRC that invest in the social infrastructure and critical institutions necessary for supporting and sustaining peace deals. The long-term durability of any peace, however, depends on empowered individual and institutional structures that can deliver foundational levels of governance, and social and economic benefits that can reinforce stability.

  • Maintain support to networks of peacebuilders at the local, regional, and national levels. Integrated networks of formal and informal peacebuilding institutions and individual activists are critical to monitoring, responding to, mitigating, and managing conflict, especially at the local level. Local peacebuilding committees and related structures have a track record of enabling community-level peace outcomes and social cohesion in countries like Burundi, Ethiopia, Ghana, and Kenya. Similarly, mutual aid groups are playing a key role in responding to the impacts of conflict in contemporary Sudan. The US government should prioritize cost-effective investments in the peace institutions and structures that monitor and strengthen peace settlements, especially in countries and regions where it invests in negotiation.
  • Prioritize stabilization and repairing local institutions. Where it pursues diplomatic solutions to conflict, the US government can help secure gains by investing in interventions that produce stability. The DRC shows how daunting the challenge of stabilization can be, with more than 2 million Congolese having faced displacement from the M23-driven conflict between January and June 2024 alone. Effective stabilization efforts require prioritizing humanitarian responses to meet the basic needs of families and communities experiencing displacement, return, and other traumas. It also must include supporting the reestablishment of local civil society and state institutions that can help deliver services, manage public goods, and resolve disputes.

The role of other actors: The private sector should foster multisector investments in peace and security

The long-term ability of private sector companies to operate and recoup investments in conflict-affected communities depends on durable peace and security. Direct investments in peace dividends (i.e., socioeconomic returns to peace) can help reinforce reductions in conflict. US and other private sector companies are optimally positioned to strengthen their local business environments by making social and economic investments that help communities and regions benefit from periods of relative calm while strengthening overall socioeconomic well-being. This can include making investments in local infrastructure, public goods, and service delivery capacities. Private sector actors, especially within the extractives sector, can also build on frameworks like the Voluntary Principles on Security and Human Rights and commit to business and human rights practices that reinforce good governance and security.

Committing to and growing who leads democracy assistance

During its first ten months in office, the Trump administration has removed long-standing infrastructure and funding for delivering democracy assistance globally, including in Africa. The near- and long-term interests of African societies and key US stakeholders, however, are bolstered by the advancement of democratic, accountable, and stable governance on the continent. Not only is a robust democracy assistance strategy in Africa in line with long-standing US values that underpin America’s reputation and image on the continent, but it is also instrumental to stated objectives of the current administration, such as expanding fair access to strong foreign markets and securing priority peace agreements.

Regardless of its ultimate policy, the US government is, at least for the time being, stepping back from traditional aspects of DRG programming. In this context, other institutional actors can do more. Private philanthropy and the private sector cannot replace US government democracy assistance, but they can make targeted, evidence-based, and cost-effective investments that protect important areas of intervention, such as emergency assistance for human rights defenders, institutional support for EMBs, and pro-peace investments in conflict-affected communities. These and other types of investments are affordable, and when well executed, they can positively influence the trajectories of individual democratic actors, institutions, and partner countries.

Private foundations are especially well positioned to pursue DRG investments while prioritizing direct support to African-based institutions. This can include forging mutual relationships among democratic actors grappling with common 21st-century democratic challenges in Africa, the United States, and beyond, to seed the sector with stronger horizontal ties and novel partnership approaches and new strategies for the future.

about the authors

Mason Ingram is vice president for governance at Pact, a nongovernmental organization that carries out development work around in the world in partnership with private sector organizations government agencies, including with USAID until the agency’s closure in 2025. Pact continues to receive funding from the US Department of State. Ingram has more than 15 years of experience designing, advising, and managing international development programs, with a focus on civil society and governance programming.

Alysson Oakley is vice president for learning, evaluation, and impact at Pact. Oakley also teaches courses on program design and evaluation of democracy assistance and conflict resolution interventions at Georgetown University. Oakley holds a PhD from Johns Hopkins University’s School of Advanced International Studies, and a bachelor of arts degree from Brown University.

Jack Higgins is a research assistant and MA candidate at Georgetown University’s College of Arts and Sciences.


The authors are grateful for consultations provided by experts on democratic governance in Africa, including Dr. Babra Ontibile Bhebe (executive director, Election Resource Centre), Bafana Khumalo (co-executive director, Sonke Gender Justice), Omolara Balogun (head, policy influencing and advocacy, West African Civil Society Centre), Jean-Michel Dufils (retired senior governance research expert and program manager), and Jon Temin (visiting fellow, SNF Agora Institute). 

Related content

The future of democracy assistance

This paper series provides an in-depth look at the many complex challenges to democracy around the world and highlights actionable policies that promote democratic governance.

Trackers and Data Visualizations

Jun 15, 2023

Freedom and Prosperity Indexes

The indexes rank 164 countries around the world according to their levels of freedom and prosperity. Use our site to explore twenty-eight years of data, compare countries and regions, and examine the sub-indexes and indicators that comprise our indexes.

explore the program

The Freedom and Prosperity Center aims to increase the prosperity of the poor and marginalized in developing countries and to explore the nature of the relationship between freedom and prosperity in both developing and developed nations.

The post Democracy and stability in Africa: Why US leadership still matters appeared first on Atlantic Council.

]]>
Engaging generative artificial intelligence in African development https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/engaging-generative-artificial-intelligence-in-african-development/ Thu, 18 Dec 2025 20:03:45 +0000 https://www.atlanticcouncil.org/?p=893977 From classrooms to farming communities, generative artificial intelligence holds great potential for Africa. The question is whether its promise of abundance will reach everyone—or only those already well-connected.

The post Engaging generative artificial intelligence in African development appeared first on Atlantic Council.

]]>

Executive summary

From classrooms to farming communities, generative artificial intelligence (gen AI) holds great potential for Africa. The key question is whether its promise of abundance will reach everyone—or only those already well-connected.

The technology should be regulated with both its strengths and weaknesses in mind, and approached with a healthy dose of skepticism toward corporate advocates; but ignoring the obvious value and use of gen AI makes little sense. Those concerned with development in Africa must engage with the technology and consider its potential for reducing poverty and strengthening education, alongside other priorities such as digitizing and preserving languages.

Gen AI poses real risks and requires guardrails, especially for young people. Yet disengagement carries risks of its own: if gen AI is not actively shaped and governed, the very youths and communities it could benefit—or harm without proper controls—risk being left behind. Not engaging with gen AI would be not only harmful but also patronizing. More conversation is needed between those inventing and implementing gen AI models and those who work in development assistance, including actors involved in shaping and advancing the UN Sustainable Development Goals (SDGs). Two of these SDGs—ending poverty and providing quality education—closely mirror gen AI’s promise, or boast, of future “abundance” and human or even superhuman intelligence. The SDG and gen AI camps must explore what each can realistically offer the other.

View the full issue brief

Related content

In partnership with

Explore the program

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post Engaging generative artificial intelligence in African development appeared first on Atlantic Council.

]]>
To curb violence in Nigeria, the US should offer Abuja carrots, not sticks https://www.atlanticcouncil.org/blogs/new-atlanticist/to-curb-violence-in-nigeria-the-us-should-offer-abuja-carrots-not-sticks/ Wed, 17 Dec 2025 19:25:19 +0000 https://www.atlanticcouncil.org/?p=894617 If the Trump administration wants to help Nigeria address violence and terrorism, it should offer the country incentives, not threaten punitive actions against it.

The post To curb violence in Nigeria, the US should offer Abuja carrots, not sticks appeared first on Atlantic Council.

]]>
Late last month, following two mass abductions of schoolchildren by armed groups, Nigerian President Bola Tinubu declared a nationwide state of emergency. He also launched a working group to coordinate and deepen security cooperation with the United States. These moves came after US President Donald Trump’s redesignation of Nigeria as a “country of particular concern” on October 31, reportedly in response to a Fox News report on the killings of Christians in the West African nation. Trump went so far as to instruct the US military to prepare for “action” against Islamist groups and other insurgents targeting Christian populations in Nigeria. Nearly a month after Trump’s redesignation, Reuters reported that the United States was still considering sanctions and military action to jolt Nigeria’s government into better protecting Christians.

There are compelling reasons for the United States to increase its footprint in Nigeria, but fears of a genocide against Nigeria’s Christian population are unfounded. In fact, both Christians and Muslims are victims of violence and terrorism in Nigeria, as Trump’s own senior advisor for Arab and African affairs, Massad Boulos, has noted. If the United States is genuinely interested in helping the Nigerian government address violence and terrorism, then it must change course. After all, applying pressure on Nigeria risks driving it toward greater economic dependence on China or deeper military reliance on Russia, as has occurred with some of Nigeria’s Sahelian neighbors in recent years.

Why Nigeria matters

Nigeria is Africa’s most populous country, is a major oil producer, and has the potential to become an African superpower. Contrary to the trajectory of many Sahel states in recent years, Abuja stands as a bulwark against further destabilization in West Africa and is a leader within the Economic Community of West African States. Though the country experienced democratic backsliding under former President Muhammadu Buhari from 2015 to 2023, Nigeria has been an electoral democracy since 1999—and it remains politically stable despite last month’s unconfirmed coup plot and military reshuffle.

Among African countries, Nigeria had the most favorable view of the United States in 2025, according to surveys by the Pew Research Center. While US favorability ratings in Kenya have dropped by double digits over the past year, Nigerian favorability ratings have remained relatively stable. Last year, two-thirds of Nigerians expressed confidence that Trump would do the right thing in world affairs, putting him three points ahead of former US President Joe Biden. By applying overt pressure in dealing with Nigeria, the United States would risk alienating a key regional partner whose population still expresses confidence in US leadership.

Moreover, if US ties with Nigeria were to deteriorate, this could provide an opening for China or Russia to gain influence. The Formal Bilateral Influence Capacity Index shows a steep rise in Chinese influence in Nigeria over the past decade and a half. China has become Nigeria’s largest trading partner, and Nigeria is one of the most active participants in China’s Belt and Road Initiative. Last September, Tinubu met with Chinese President Xi Jinping in Beijing, where the two leaders formally elevated China-Nigeria relations to a “comprehensive strategic partnership.”

Russia, too, has increased its influence over Nigeria in the past decade, signing a military cooperation agreement with Abuja in late 2021. In May 2025, the head of Nigeria’s military visited Moscow for discussions with top Russian military officials. Russia offered additional weaponry and training, which the Nigerian military saw as a reaffirmation of Russian support. Following Trump’s comments about potential US military action in Nigeria, Russia warned that such a step could escalate global tensions.

Given these dynamics, US pressure on Nigeria could backfire, inadvertently driving the country into the arms of Russia and China. This would ultimately weaken US influence in a strategically vital region and mirror the path of some members of the Alliance of Sahel States—a bloc comprising Mali, Niger, and Burkina Faso—that have come to depend on Moscow for security and on Beijing for economic support.

Surveying political violence in Nigeria

Violence is a big problem in Nigeria, but it’s also a complex one. It’s local and it’s regional, occurring both between groups and within them. To shape effective US policy, it is important to understand the country’s complex landscape of political violence.

Nigeria ranks sixth among countries most afflicted by terrorism, according to the 2025 Global Terrorism Index. The Armed Conflict Location and Event Data Project lists Nigeria as one of ten countries globally—and three in Africa—experiencing “extreme” levels of conflict. As the charts below show, political violence in Nigeria has grown significantly since 2020, reaching all-time highs in 2025, though fatalities have not increased proportionally.

Political violence in Nigeria has risen—though fatalities have not grown at the same rate

Source: ACLED, accessed November 1, 2025

Terrorism in the northeast

The terrorist group Boko Haram has been militarily active in Nigeria’s northeastern states since 2009. The group’s violent attacks surged in 2014 and 2015, after it infamously abducted 276 schoolgirls in the town of Chibok and pledged allegiance to the Islamic State and Iraq and al-Sham (ISIS). However, internal disputes prompted the Islamic State West African Province (ISWAP) to split from Boko Haram by 2016. Since then, an inter-jihadist turf war has been waged, leaving Boko Haram leader Abubakar Shekau dead in 2021. In 2024, armed conflict involving the two groups killed nearly 1,400 people, according to the Uppsala Conflict Data Program (UCDP)—and in 2025, they attempted at least twenty ambushes on military positions in Nigeria’s northeastern Borno State. On November 17, ISWAP militants claimed to have captured and killed a Nigerian brigadier general.

Banditry and kidnappings in the northwest

Nigeria’s northwest is a hub for criminal violence. Kidnappings in this region and throughout Nigeria are generally carried out by criminal gangs rather than ideologically motivated groups. In November, twenty-five schoolchildren were kidnapped in Kebbi State in northwest Nigeria and fifty-two more in Niger State in the country’s Middle Belt region. In March 2024, militants kidnapped 280 schoolchildren in the northwest state of Kaduna. Ansaru, a Boko Haram offshoot, is also active in this region. It is responsible for a series of kidnappings for ransoms and attacks against the Nigerian government.

Middle Belt violence

The crisis in Nigeria’s Middle Belt, one of the country’s most ethnically diverse regions, is mostly driven by farmer-herder conflicts. Violence in the Middle Belt occurs primarily between ethno-religious groups amid disputes over resources and land. These conflicts have long and complex roots, exacerbated by climate change and desertification. However, conflating violence by primarily Muslim Fulani herders against mostly Christian farmers with jihadist violence has, in part, led to misconceptions of a “Christian genocide” in the country. In some years, pastoral violence has indeed resulted in more fatalities than Boko Haram-ISWAP insurgencies—for instance, in 2018. However, this was not the case in 2025.

Oil militancy and piracy

Decentralized networks of oil militants, such as the Movement for the Emancipation of the Niger Delta (MEND), have attacked oil infrastructure and kidnapped oil workers in Nigeria’s southeast for two decades. While less threatening than in the 2000s, oil militants remain active, as evidenced by a MEND attack on an oil facility earlier this year. Piracy off Nigeria’s coast, once more severe than Somali piracy, has declined due to shipping security measures, but both pirates and militants continue to evolve and collaborate whenever opportunities arise.

Separatist troubles

Aiming to restore the short-lived Republic of Biafra, the Indigenous People of Biafra (IPOB) was established in 2014. Protesting the marginalization of the Igbo people, IPOB’s militant wing, the Eastern Security Network (ESN), has waged a low-level insurgency against the Nigerian government. In 2024, this conflict caused about two hundred fatalities, according to UCDP data. On November 6, just days after Trump’s statements about Nigeria, IPOB leader Nnamdi Kanu appealed to the US president to investigate state-sponsored killings of Christians in eastern Nigeria. On November 20, Kanu was sentenced to life in prison for terrorism, raising the risk of further clashes between the ESN and security forces.

Neighboring problems

In neighboring Mali, the deadliest Salafi jihadist terrorist group, Jama’at Nasr al-Islam wal-Muslimin (JNIM), continues to expand its influence. JNIM launched its first attack in Nigeria’s Kwara State on October 28, killing one soldier. Of additional concern are potential links between JNIM and Ansaru. In late August, Nigerian security officials arrested two Ansaru leaders who allegedly underwent substantial training from al-Qaeda in the Islamic Maghreb, now a part of JNIM. Boko Haram also operates in Cameroon’s Far North region.

How the United States can support Nigeria

Nigeria faces major security challenges, but carrots, rather than sticks, are more likely to succeed when it comes to US-Nigeria security cooperation. Two primary areas for strategic cooperation should be prioritized:

First, help professionalize Nigeria’s security services. A new US-supported working group presents opportunities for increased engagement with Nigerian military and security forces. This can help Nigeria build a force that appreciates the importance of professionalization, training, and respect for human rights. In late November, Nigeria’s national security advisor met with US Secretary of War Pete Hegseth in Washington. According to a State Department official, the United States is considering an “expansive” engagement plan, including intelligence sharing. Given Nigeria’s record of operational mishaps—including incidents that have killed civilians—this is an opportunity for the United States to help train the Nigerian military on intelligence analysis and mission planning.

Similarly, the United States can support Nigeria as it incorporates advanced technology into its military. In recent years, the country has expanded its fleet of unmanned aerial vehicles (UAVs), but there are risks to such rapid UAV adoption. In fact, the proliferation of drone technology can exacerbate domestic conflicts—and Nigeria is no exception. Between 2017 and 2023, at least three hundred Nigerian civilians were killed in Nigerian air force strikes. Extensive training and engagement, potentially including better communication systems and intelligence integration, could reduce casualties.

In addition to broader military engagement, the United States has pursued specialized partnerships with Nigerian forces. Last year, for instance, the US Coast Guard proposed a partnership with the Nigerian Maritime Administration and Safety Agency, and in the past, US special forces have trained the so-called Special Boat Service, a special forces unit of the Nigerian Navy—though this hasn’t occurred since 2021. Such efforts can both strengthen the integrity of the bilateral relationship and professionalize Nigerian forces. This cooperation can also help shape the force into a pro-Western military and build relationships between Nigerian and US soldiers that could foster future collaboration.

Second, support anti-corruption efforts. Nigeria’s security challenges exist within a context of widespread government corruption, which fuels the grievances of various rebel groups. In Transparency International’s 2024 Corruption Perceptions Index, Nigeria ranks 140 out of 180 countries, with 180 indicating the highest level of perceived corruption. For many Nigerians, working toward changing this status quo is a priority—and both the US administration and the Nigerian government should keep that in mind. Security cooperation alone isn’t enough. There must also be political action that improves government performance and accountability more broadly—something the United States could assist with. Recently, the Nigerian president warned public officials about corruption and government theft, opening the door for the United States to offer support for and encourage anti-corruption programs. 

Despite its myriad security challenges, Nigeria remains a major regional power. Trump is not wrong to focus on the country, but a punitive approach or unauthorized military action risks missing key opportunities to deepen engagement. If the United States relies solely on sanctions and threats, then it may find itself on the outside looking in. A more effective strategy is to engage Nigeria from within—offering carrots rather than sticks.


Haleigh Bartos is an associate professor of the practice in the Carnegie Mellon Institute for Strategy and Technology at Carnegie Mellon University. She teaches courses on policy writing and national security at Carnegie Mellon University.

John Chin is an assistant teaching professor of political science in the Carnegie Mellon Institute for Strategy and Technology at Carnegie Mellon University. He is the lead author of the Historical Dictionary of Modern Coups D’état, which was named one of the best historical materials published in 2022-2023 by the American Library Association.

Julien Derroitte is completing a BA in architecture with dual minors in international relations and political science and in American politics and law at Carnegie Mellon University.

The post To curb violence in Nigeria, the US should offer Abuja carrots, not sticks appeared first on Atlantic Council.

]]>
Inside Trump’s peace plans   https://www.atlanticcouncil.org/in-depth-research-reports/report/inside-trumps-peace-plans/ Fri, 12 Dec 2025 19:45:00 +0000 https://www.atlanticcouncil.org/?p=890306 From Rwanda to Cambodia, US President Donald Trump’s peace efforts mix economic pressure, trade deals, and high-profile ceremonies. His unorthodox style produces rapid results—but can it achieve lasting peace?

The post Inside Trump’s peace plans   appeared first on Atlantic Council.

]]>
US President Donald Trump has focused much of his second-term foreign policy on the idea that he is a peacemaker, and his administration’s 2025 National Security Strategy states that he has been personally involved in resolving eight conflicts within the first eight months of his second term. He has openly campaigned for the Nobel Peace Prize, and he was recently awarded the newly minted FIFA Peace Prize for his “unwavering commitment to advancing peace and unity.” 

But what results have Trump’s peace efforts yielded so far—and where do the agreements that the US administration has facilitated over the past months stand today? This series takes stock of Trump’s peace deals across the world, highlights the patterns, tools, and strategic choices that characterize them, and assesses whether they can deliver stability over the long run.

From negotiations with the Democratic Republic of the Congo and Rwanda to talks with Cambodia and Thailand, several cross-cutting themes emerge. Trump uses economic tools such as trade deals, tariff pressure, and targeted incentives to bring parties to the table and further US interests, while highly visible announcements and signing ceremonies serve to reduce tensions and lock parties into deals.

With this unorthodox style, Trump aims to position the US economy as a driver of cooperation abroad while simultaneously securing domestic wins, such as beneficial agreements on critical minerals. His style produces rapid outcomes and creates political openings that might otherwise be unattainable. However, it also runs the risk of substituting short-term gains for long-term peace.

Matthew Kroenig is vice president and senior director of the Atlantic Council’s Scowcroft Center for Strategy and Security and the Council’s director of studies.

Bailey Galicia is a program assistant with the Atlantic Council’s Scowcroft Center for Strategy and Security.

Read our expert analysis

Explore the program

The Scowcroft Center for Strategy and Security works to develop sustainable, nonpartisan strategies to address the most important security challenges facing the United States and the world.

The post Inside Trump’s peace plans   appeared first on Atlantic Council.

]]>
From the DRC to Sudan, Trump’s disruptive moves could revive stalled negotiations https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/from-the-drc-to-sudan-trumps-disruptive-moves-could-revive-stalled-negotiations/ Fri, 12 Dec 2025 19:45:00 +0000 https://www.atlanticcouncil.org/?p=893446 Across Africa, US President Donald Trump’s unorthodox diplomacy is unsettling old patterns—reviving talks between the Democratic Republic of the Congo and Rwanda and injecting new momentum into Sudan mediation. The gains may be fragile, but the openings are real.

The post From the DRC to Sudan, Trump’s disruptive moves could revive stalled negotiations appeared first on Atlantic Council.

]]>
This article is part of the Scowcroft Center for Strategy and Security’s series Inside Trump’s Peace Plans, which assesses the patterns, tools, and strategic choices that characterize Trump’s peace deals, and evaluates whether they can deliver lasting results. 

The Trump administration’s global push for peace is aimed both at ending wars and at improving the president’s chances of winning a Nobel Peace Prize. Regardless of the motivations, the diplomatic energy the administration is expending to resolve conflicts in Africa is creating movement and shaking up systems in a way that could break stalemates or at least disrupt patterns of violence for short-term gains.  

US President Donald Trump’s proclivity for dealmaking and leveraging influence may not generate long-term solutions, but the administration’s disruption of the conflict between the Democratic Republic of the Congo (DRC) and Rwanda represents an unorthodox approach to creating negotiation space. Stepping into this space created by Trump’s style could offer an opportunity to forge new short-term paths to peace.

Unconventional moves, unforeseen results? 

Building on the diligent efforts of the Joe Biden administration, the Trump team gave significant political weight to the DRC-Rwanda negotiations early in the term by tapping Massad Boulos, the US senior advisor for Africa—and father-in-law of the president’s daughter Tiffany Trump—to lead the talks. This resulted in a “declaration of principles” in April, followed by the “Washington Accord” in June, both signed by the countries’ foreign ministers. Then, on December 4, the presidents of the DRC and Rwanda signed the “Joint Declaration” in Washington, with Trump and leaders from Qatar, Kenya, Angola, Togo, Burundi, Uganda, and Nigeria witnessing.  

This peace agreement was violated just four days later, and the Rwandan-backed M23 militia continues to gain ground in eastern DRC. Burundi’s involvement in the conflict is also increasingly concerning. However, the US administration’s diplomatic investment has created international momentum for peace, providing the parties and regional actors more room to maneuver in their respective domestic politics. For the DRC, the political push from the White House has generated a buzz of activity in the critical-minerals sector, as exemplified by myriad recent forums in Washington policy circles and the interest of several companies in capitalizing on the “peace.” Similarly, Rwanda, which has long faced criticism for greenwashing and sportswashing its reputation for human rights abuses and autocracy, has had the opportunity to burnish its image as a promoter of peace on the global stage by signing this series of high-profile agreements. In that sense, both countries are already benefiting from Trump’s political signaling, though the stickiest details of a long-term solution remain unaddressed.   

In Sudan, US foreign policy faces its toughest test 

The same may be true in Sudan, where Trump recently announced that he intends to focus on resolving the crisis after meeting with Saudi Crown Prince Mohammed bin Salman. While there might be a short-term gain, the US approach is unlikely to deliver a sustainable political path toward an enduring peace. Still, Boulos’s engagement on Sudan could inject some much-needed energy into a stalled mediation process led by the United States, Saudi Arabia, Egypt, and the United Arab Emirates (UAE). A lasting resolution to the conflict in Sudan, where the world’s largest humanitarian disaster is unfolding, would be a real feather in Trump’s cap.  

Most Sudan watchers have argued that any solution must start with the United States exerting political pressure on the UAE to terminate its support for the Rapid Support Forces (RSF), a Darfur-based paramilitary group. In January, the outgoing Biden administration determined that the RSF has committed genocide, and continued Emirati support has allowed the group to perpetrate more atrocities, such as those widely reported during its late October siege of the Sudanese city of El Fasher. However, the UAE is an important US ally and a key strategic partner in other global conflicts—from the war in Gaza to countering the Houthi threat in Yemen. Using US leverage to squeeze Abu Dhabi on Sudan has therefore proven politically impractical.  

If Trump were to pull it off, an Emirati pivot on Sudan would indeed result in a power shift on the battlefield. Still, spearheading an effort for lasting peace would require another seismic political shift. The US administration would also need to elevate legitimate Sudanese political actors who could lead this fractious and war-ravaged country—and that is no easy feat. After all, neither of the two main belligerents, the Sudanese Armed Forces or the RSF, maintains any political legitimacy, as Michelle Gavin of the Council on Foreign Relations argues. If Trump or Boulos could pick up those two giant rocks—Emirati support for the RSF and legitimate Sudanese political leadership—and move them even inches forward, that would represent real progress that evaded the Biden administration. 

Small wins can produce big diplomatic yields 

As Trump continues his pursuit of a Nobel Peace Prize, there are myriad other conflicts across the African continent that may receive a burst of diplomatic attention as his administration seeks to unlock sustainable paths to peace. The Ethiopia-Egypt-Sudan dispute around Nile River water access and the Grand Ethiopian Renaissance Dam (GERD) may be one of those cases. Although it should be acknowledged that Trump has previously overstated his claim of resolving the conflict, he could still theoretically pull off an agreement, as argued by Allison Lombardo and Peter Quaranto. While Ethiopian Prime Minister Abiy Ahmed has little motivation to strike a deal on the GERD, Egypt might be more amenable to negotiations.  

During his July 2025 travel to North Africa, Boulos continued discussions with Egyptian President Abdel Fattah el-Sisi on both the GERD and on emerging space to possibly broker a deal on Libya. There may yet be developments in this arena as the US administration seeks to create opportunities for energy-sector deals for US companies.   

The administration is also pursuing solutions to several other security challenges in Africa, including the metastasizing terrorist threats in Mali and across West Africa. Here, the United States has been increasingly sidelined, with regimes from Burkina Faso to Niger pivoting to Moscow. However, there is an opportunity to redirect Sahelian states’ attention away from Russian patrons if the United States steps up with its own counterterrorism support. 

In northern Somalia, a new collaboration between Somaliland and Puntland may provide a vehicle for the United States to advance locally driven counterterrorism solutions aimed at containing or degrading threats posed by the Somali affiliate of the Islamic State of Iraq and al-Sham, al-Shabaab, and even the Houthis operating in the Red Sea region. Likely with a lighter touch than was needed to advance DRC-Rwanda negotiations, the Trump administration could make near-term counterterrorism gains that may open space for partner governments—including Western allies, Turkey, the UAE, and Qatar—to share burdens and claim political and diplomatic wins. 

It is easy to criticize the administration’s nontraditional approach to peace promotion, particularly when paired with sizable tariffs, visa bans, and misleading narratives about marginalized groups in South Africa and Nigeria. However, the reality is that the political disruption that Trump’s style can generate, combined with his unpredictable decision-making and pursuit of the Nobel Peace Prize, has shifted political thinking about what is possible in the DRC and Rwanda. With sustained and credible engagement, similar diplomatic openings could emerge in Sudan, Libya, and other terrorism hot spots in Africa. In many of these cases, small victories may prove more valuable than prolonged stalemates. 


Maureen Farrell is a nonresident senior fellow at the Atlantic Council’s Scowcroft Center for Strategy and Security and vice president for global partnerships at Valar, a Nairobi-based strategic advisory and risk firm. She previously served as the deputy assistant secretary of defense for African affairs and director for African affairs at the US National Security Council. 

Related content

Explore the program

The Scowcroft Center for Strategy and Security works to develop sustainable, nonpartisan strategies to address the most important security challenges facing the United States and the world.

The post From the DRC to Sudan, Trump’s disruptive moves could revive stalled negotiations appeared first on Atlantic Council.

]]>
Middle powers’ game-changing rivalries in Africa https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/middle-powers-game-changing-rivalries-in-africa/ Wed, 10 Dec 2025 15:12:42 +0000 https://www.atlanticcouncil.org/?p=892867 As traditional powers retreat, middle powers like Turkey, the United Arab Emirates, Qatar, and Indonesia are stepping into Africa with ambitious investments and strategic outreach. Their growing presence is transforming alliances, competition, and development across the continent.

The post Middle powers’ game-changing rivalries in Africa appeared first on Atlantic Council.

]]>
While all eyes are on competing global powers such as the United States, China, and Russia, “middle powers” such as Turkey, the United Arab Emirates (UAE), Qatar, Saudi Arabia, Iran, Indonesia, Malaysia, and other nations are making remarkable breakthroughs on the African continent. This engagement is profoundly reshaping the African theater.

Their recent footsteps on the continent are becoming more and more attention-grabbing. These include Saudi companies buying 2.2 million tons of carbon credits at a 2023 Kenya auction and, in 2024, the UAE becoming the biggest investor in new business projects in Africa—including an investment of $4.5 billion in clean energy on the continent. At the same time, global attention has focused on Khartoum’s suit at the International Court of Justice alleging UAE involvement in the civil war in Sudan, which broke out in early 2023. The UAE has denied supporting the Rapid Support Forces paramilitary group.

In 2024, the third Qatar Africa Business Forum took place, following the Chinese, Russian, Japanese, US, and European Union summits with African nations. Doha has also been hosting the peace talks between the DRC and Rwanda through the M23 since March 2025, with the meeting between Congolese President Felix Tshisekedi and Rwandan President Paul Kagame under the aegis of the Emir of Qatar, Sheikh Tamim bin Hamad Al Thani. Before the October 7 Hamas attacks, Israel hoped to join this geopolitical trend with the goal of amplifying its ties with African partners beyond traditional security issues. In 2023, Japan celebrated the thirtieth anniversary of the Tokyo International Conference on African Development. Meanwhile, Indonesia sealed $3.5 billion in business deals from the Indonesia-Africa Forum in 2024, nearly six times the amount generated at the first forum six years ago.

As middle-power nations position themselves on the international scene, they are entering into direct competition with global powers such as the United States, China, and Russia. Moreover, new tensions are emerging among middle powers. For example, in April 2025, India held its first-ever Africa-India Key Maritime Engagement (AIKEYME) exercise, co-hosted with Tanzania and involving nine other African nations such as Kenya, Madagascar, South Africa, Djibouti, and others. Part of India’s motivation for this exercise is to offer a non-coercive security alternative in the Indian Ocean—countering China’s increasingly dominant maritime presence in Africa. Observers see India’s large-scale naval outreach as part of a broader geopolitical push: by strengthening maritime ties, India is increasing its influence in Africa at the expense of China’s traditional footprint there.

Even for closer allies such as China and Russia, a competition can exist: Russia providing security, weapons, and political backing in insecure regions risks undermining China’s investments focused on long-term economic stability (infrastructure, trade).

These moves have been triggered by three major internal changes that occurred on the African continent in the past few years: population growth, pro-sovereignty sentiment, and industrial transformation.

The African century

First, Africa is poised to become the next “demographic champion,” behind India and China. It is already on track to double its population by 2050, and may be the most populous continent by the end of the century. On the youngest continent in the world, this shift will have a strong economic impact on business markets with a rising group of African workers, consumers, and clients. The continent had already launched the largest free trade area in the world with the 2018 signing of an agreement to create the African Continental Free Trade Area. The numbers confirm these structural shifts. In February 2024, the African Development Bank noted that Africa featured prominently in a list of the world’s fastest-growing economies in 2024 and had better-than-average growth prospects in 2025, subject to global shocks. Sub-Saharan economic growth averaged 4.0 percent in 2024, exceeding expectations by 0.4 percentage points—but global shocks created a “sudden shift in the economic landscape,” including higher tariffs and greater uncertainty, according to the IMF’s April 2025 sub-Saharan report. When the IMF lowered the global growth outlook for 2025 by 0.5 percent, it trimmed sub-Saharan Africa’s outlook by 0.4 percentage points to 3.8 percent, noting that “regional growth is now expected to slow this year.”

Second, internal sentiment has led to significant external changes. A feature of African public opinion is a strong eagerness to protect African nations’ sovereignty against former colonial powers like France, with collateral impact on those powers’ allies: After France withdrew its military forces from Niger, the United States was asked to close its military bases there in July 2024 and in Chad in May 2024.

Nations without a colonial past in Africa have also faced criticism and pushback, including a growing call for transparency and value creation when it comes to Chinese lending practices and mining exploitation. Meanwhile, Russia’s Africa Corps (the successor to the Wagner Group) has regularly been exposed for its contribution to deadly attacks in the Sahelian countries they are supposed to be supporting with security assistance. The strong aspiration for greater African sovereignty is not limited to authoritarian regimes in the Sahelian countries—Mali, Niger, Burkina-Faso, and Chad—that recently experienced coups d’états. Democratic regimes such as Senegal are pivoting toward a more independent path as evidenced by the presidential campaign of April 2024 and the victory of a “patriotic” candidate.

This powerful trend is visible in various sectors, from defense policy (with the end of military cooperation agreements) to currency (with the growing rejection of the France-linked CFA franc), energy (with new norms of mining exploration), and even arts (with the restitution of African cultural heritage).

Third, industrial transformation has become a priority for many African countries. Observing that humanitarian aid and assistance have not always been productive and cannot meet their huge development needs, most African countries prioritize a transformation-driven vision. In the energy sector, where Africa is home to 30 percent of the world’s critical mineral reserves (cobalt, lithium, rare earth elements, copper, chromium, graphite, manganese, and platinum), expectations for what the sector can deliver are higher than ever. And in Africa’s underdeveloped manufacturing sector, there is “a significant opportunity to leapfrog more developed nations and build a thriving low-carbon manufacturing sector from the ground up,” according to a McKinsey & Company report; to do so would likely require investments of roughly $2 trillion to spur “decarbonization-fueled growth.” Therefore, the question is simple: How can Africa move from the extractive, even predatory, model of which it has often been victim to one that guarantees economic diversification, infrastructure development, increased revenue, fiscal stability, improved environmental management, and workforce training?

Within this transformative context, rising middle powers are playing an opportunistic card to capture the new African demands and take advantage of the diversification of African partnerships. Indonesia, for example, which needs more critical minerals (such as lithium) to feed its electric-vehicle (EV) battery industry, is actively positioning itself in Africa’s mining space, in partnerships and not necessarily at the expense with African states.

This is quite significant because it shows Indonesians are not only investing in resource-rich African countries, but also partnering with local state mining firms. For example, PT Timah (an Indonesian tin mining company) has a signed memorandum of understanding with Stamico, a Tanzanian state-mining corporation, to explore tin, nickel, gold, and even rare earth elements.

Returning to Africa for the twenty-first time on the occasion of the thirty-seventh Ordinary Session of the Assembly of the Heads of State and Government of the African Union, Brazil’s President Luiz Inácio Lula da Silva noted that “more than half of the 200 million Brazilian citizens recognize themselves as Afro-descendants.” During Lula’s first presidency, Brazil opened nineteen African embassies. Meanwhile, India showcased its support for the African Union’s Group of Twenty (G20) permanent seat in September 2023.

Regional routes

Very often, investment expansion starts with a bold airline strategy. Consider Turkish Airlines, which connects more than sixty African destinations and has long been a key tool for Turkey’s influence in Africa. Thanks to its “Action Plan for Africa” in 1998 and its “Opening to Africa” program launched in 2005, Turkey’s international outreach to sub-Saharan Africa has flourished, while the European Union’s doors remain closed to Ankara. Turkey has expanded trade ties with African partners, with bilateral trade growing from $5.4 billion in 2003 to $40.7 billion in 2022. The number of Turkish embassies has also increased from twelve to forty-three between 2009 and 2021.

Qatar is taking similar steps, with Qatar Airways investing $1.3 billion to acquire 49 percent of RwandAir in 2020 and, more recently, a 25 percent equity stake in one of Africa’s largest regional airlines, Airlink, which serves fifteen African countries and flies to forty-five destinations.

Building on this experience and taking advantage of their geographical proximity, many Muslim countries in the Middle East have been developing ties with African countries. Water, forests, land, critical minerals: Africa has strategic resources Gulf countries lack. From 2016 to 2023, the commercial volume generated between the Gulf Cooperation Council (GCC) countries—the UAE, Saudi Arabia, Qatar, Kuwait, Bahrain, and Oman—and Africa doubled to $121 billion, according to Afreximbank. The pan-African organization notes that those investments come primarily from the UAE (54.9 percent), Saudi Arabia (25.6 percent), Qatar (7.2 percent), Kuwait (5 percent), and Bahrain (4.2 percent); they have been directed to Egypt (69.8 percent), Morocco (4.6 percent), Algeria (3 percent), Nigeria (2.6 percent), and South Africa (2.3 percent).The level of direct investments in Africa between 2012 and 2022 has outpaced $100 billion, while the Gulf countries spent $9.2 billion in aid in 2022 (equal to 14 percent of global aid received by African countries). The key sectors of investment are construction, environmental technology, energy, transportation, and agribusiness.

What is a middle power?

Despite their geographical diversity, the middle powers that have emerged on the African scene in a significant way share common features.

For sure, we know they are neither superpowers like the Cold War’s United States and USSR nor hyperpowers as the United States was named following the collapse of the Soviet Union in 1991. They don’t belong to the P5, the group of permanent members of the United Nations Security Council (China, France, Russia, the United Kingdom, and the United States). Economically speaking, they are not yet among the richest countries in the world (based on gross domestic product): the United States, China, Germany, Japan, India, the United Kingdom, France, Italy, and Canada. (The case of India is discussed below.) But many are close: Brazil (tenth place), South Korea (twelfth), Indonesia (sixteenth), Turkey (seventeenth), Saudi Arabia (nineteenth), and the UAE (twenty-seventh). Even if some have not reached the top thirty, their ambitions are large enough to place them among Africa’s rising partners, such as Qatar (in fifty-fifth place), which pledged to invest $103 billion across six African countries in 2025.

Beyond belonging to the group of high-GDP countries, middle-power nations have four other common characteristics:

  • They make demonstrations of power: e.g., South Africa referred a case to the International Court of Justice in May 2024 accusing Israel of “genocide” in Gaza.
  • Middle powers can belong to the neighborhood, like the Gulf countries, or be located far away like South Korea, which organized a June 2024 African summit attracting forty-eight African delegations.
  • Their influence is contained because a regional power is not autonomous: It belongs to a more global system of influence like Turkey, which may be expanding its diplomacy in Africa but is limited by its NATO membership.
  • Middle powers must be creative by deploying indirect persuasion techniques on the ground: In 2017, Turkey persuaded Senegal to close schools linked to Fethullah Gülen, a cleric Ankara alleges was behind a 2016 coup attempt.

The cases of Russia and India

While some of the countries mentioned above clearly belong to the category of middle powers, two cases remain difficult to classify.

After losing the Cold War and its empire in 1991, Russia, now the world’s eleventh largest power in terms of GDP, has since sought to move from a Eurasian middle power, integrated into the Commonwealth of Independent States, to a global power that spans from its position within the Shanghai Cooperation Organization as far as Africa with the newly renamed Africa Corps, which deploys propaganda operations there.

As for India, the most populous country and the fifthlargest economic power in the world, it has been able to expand its influence in Africa thanks to the longstanding presence of its diaspora in the east of the continent as well as its involvement in the Non-Aligned Movement, which emerged from a summit in Bandung, Indonesia, in 1953.

The uncertainty about the position of Russia and India is not due to their economic power—they are both among the richest countries in the world—but stems from the fact that these two countries have more impact than the middle powers but less than the global powers. They have features of both groups. Time will tell where they will fall. Thus, while Russia was the leading supplier of arms to Africa ($14.6 billion) in 2021—far ahead of the United States ($5.4 billion)—the level of its trade with Africa has remained very low. According to European data, in 2022, Africa’s imports from Russia were less than 2 percent of its total imports; and African exports to Russia were less than 1 percent of Africa’s total exports. This supports the idea that even as trade has grown in absolute terms, Russia is still not a major economic partner for Africa compared to the European Union or China.

Three weight classes

The middle-power nations can be divided into three groups, depending on their economic weight and the depth of their engagement in Africa:

  • Level 1: UAE, Brazil, and Turkey
  • Level 2: Iran, Indonesia, Saudi Arabia, and Qatar
  • Level 3: South Korea and Malaysia

They are all benefiting from the retreat of the former colonial powers, which are essentially European, the most striking expression of which is France in the Sahel. Also of note is the relative weakening of superpowers in Africa: According to a recent Gallup report, China surpassed the United States in popularity on the continent in 2023. At the same time, China’s dominant position is no longer so hegemonic: While the value of China-Africa trade has increased nearly thirty-fold since 2000 to reach $282 billion in 2023—making China Africa’s largest trading partner—China’s official loans totaled less than $1 billion in 2022 for the first time in eighteen years, according to Boston University’s Global Initiative for China. When the world powers are less involved, there is a vacuum that the middle powers have been quick to fill. And African nations are among those interested in interacting with them in regional groups such as the BRICS: South Africa, Ethiopia, and Egypt have all joined the intergovernmental organization.

Creativity and boldness

In any case, the tools of influence that the middle-power nations deploy in Africa are different from those of the traditional powers. Thus, the UAE has established itself, with its maritime giant Dubai Ports World, as one of the world’s largest port operators in the strategic areas of the Red Sea and the Indian Ocean, with the aim of being less dependent on hydrocarbons and ensuring its food security. The cultural influence of regional powers, which is less well-known, has also been crucial in recent years. For example, Saudi Arabia’s investments in West African education systems have increased the use of the Arabic language. The Indian diasporas have served as an effective support for India’s strategy, whose successful Bollywood films participate in the information war. The Qatari channel Al Jazeera and the Turkish news agency Anadolu cover the continent widely. Many middle powers broadcast their messages in local African languages; Turkey’s TRT and Natural TV offer programs in Hausa and Swahili and television series popular in many countries.

As a result, these middle powers have acquired considerable political influence. India took advantage of its presidency of the G20 in September 2023 to take credit for the African Union’s permanent seat in the G20. In 2015, many African countries, including Niger, Chad, and Mauritania, joined the founding members of the Islamic Military Counterterrorism Coalition, created by Saudi Arabia.

While none of these middle powers has been able to replace the traditional global powers or former colonial powers such as France or the United Kingdom in terms of engagement volume, their growing influence on the continent puts them in a position of strength. The competition will not, however, benefit everyone in the long run. No doubt the future belongs to the powers that can navigate the shifts already underway by forming complementary and winning alliances in a more complex geopolitical scene—dominated by interests, not ideology. This is undoubtedly the reason why, in the African theater, Russia and Iran are seeking closer cooperation, as, separately, China and Russia are as well. On these complex alliances, the Western powers are behind. Meanwhile, regional powers may need to clarify their intentions in Africa, such as the case of the UAE in the bloody civil war in Sudan, in order to preserve their comparative advantage vis-à-vis the informed African public, aware of what is happening on their soil.

About the author

Related content

Explore the program

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post Middle powers’ game-changing rivalries in Africa appeared first on Atlantic Council.

]]>
Delivering justice and jobs is the real test of Ghana’s storied democracy https://www.atlanticcouncil.org/in-depth-research-reports/report/delivering-justice-and-jobs-is-the-real-test-of-ghanas-storied-democracy/ Thu, 04 Dec 2025 21:32:04 +0000 https://www.atlanticcouncil.org/?p=888683 Vigilant media and active civil society sustain Ghana’s democracy, but weak judicial independence erodes public trust. Rising youth joblessness calls for reforms to strengthen industry, modernize agriculture, and align skills training to labor-market needs.

The post Delivering justice and jobs is the real test of Ghana’s storied democracy appeared first on Atlantic Council.

]]>

Bottom lines up front

  • Civil society and independent media are the backbone of Ghana’s democracy: Their roles as watchdogs, notably real-time monitoring and publication of polling-station election results, has strengthened credibility of election outcomes.
  • Judicial independence remains fragile, with public trust in the judiciary dropping by 20 percentage points since 2011.
  • Limited job prospects for Ghana’s growing population of educated youth present a significant threat to its democratic consolidation.

This is the first chapter in the Freedom and Prosperity Center’s 2026 Atlas, which analyzes the state of freedom and prosperity in ten countries. Drawing on our thirty-year dataset covering political, economic, and legal developments, this year’s Atlas is the evidence-based guide to better policy in 2026.

Evolution of freedom

Ghana’s signature achievement since the mid-1990s is the consolidation of civic and political freedoms and a competitive political order in which citizens, journalists, and civic organizations routinely hold leaders to account. The durability of this achievement is not a result of elite benevolence or political will but the product of a dense, independent civil society and a remarkably resilient independent media ecosystem. When governments test the boundaries of civic space, the response is often swift and organized; this social infrastructure is the primary reason Ghana’s civic and political freedoms have remained consistently strong for more than two decades. This context is reflected in the Atlantic Council’s Freedom and Prosperity Indexes’ political subindex for Ghana, which sits well above the economic and legal subindices. In recent years, it sits in the low-to-mid 70s out of a maximum score of 100, a pattern that aligns with lived realities. In the most recent Afrobarometer survey, conducted in 2024, an overwhelming majority of Ghanaians (85 percent) reported that they did not fear political violence or intimidation during the last national elections, a strong testament to the electoral freedoms that Ghanaians enjoy. Moreover, a majority (52 percent) expressed trust in civil society organizations, ahead of religious leaders (who are trusted by 49 percent). Only the military (trusted by 65 percent) ranks ahead of civil society organizations in Ghana.1

The historical roots of this civic vigilance matter. From the anti-colonial mobilization led by Kwame Nkrumah, Ghana’s first post-independence president, and mass professional and student associations to later generations of advocacy groups and think tanks, Ghanaians have long treated resistance to state overreach as a civic obligation.

As formal unions of lawyers, teachers, students, and medical professionals gave way to contemporary civil society and independent media organizations and research networks—among them, the Media Foundation for West Africa, the Ghana Anti-Corruption Coalition, the Ghana Integrity Initiative, the Ghana Center for Democratic Development, and many others, including subnational advocacy groups—the core impulse has remained the same: to protect and defend civic space, demand procedural fairness, and insist that those in power remain answerable to the public. This explains why the social reaction to efforts to undermine political freedoms is often met with resistance and why Ghana’s political openings have not been easily reversed.


Ghanaians have long treated resistance to state overreach as a civic obligation.


Electoral integrity is a useful illustration of how these social checks operate. While the courts can usually be swayed by partisan crosscurrents when individual political actors are charged with corruption or other acts of impropriety, the dynamic is often different with election disputes. The vigilance of civil society and independent media organizations in monitoring and independently collating election results at the polling-station level often helps to provide credible evidence when electoral disputes arise. The volume and quality of that evidence strengthen adjudication, making it harder for judicial bias to gain traction and increasing the credibility of outcomes, even in contentious contests.2 This distinction is important: While the administration of justice in ordinary (nonpolitical) cases is broadly reliable, the politicization of corruption cases can distort judicial behavior; election cases, by contrast, have benefitted from robust, external scrutiny that fortifies the work of the courts.

This juxtaposition points to the core challenge in Ghana’s performance on legal freedom: The judiciary’s structural vulnerability to executive influence, particularly through appointments to the High Court and Supreme Court. Observers can—and do—sort judges into partisan “buckets,” a perception that inevitably erodes confidence in the system’s neutrality. Survey data clearly show a deterioration of citizens’ trust in the judicial system in the last fifteen years, falling by 20 percentage points since 2011.3 Yet outside of high-stakes political cases, the courts tend to function competently and deliver justice with regularity.

Recent movement in the legal subindex has been mildly positive, driven in part by improvements in informality and, to a lesser degree, by steadier security conditions after the turbulence of the early 2000s. On informality, the government’s digitalization initiatives, including the introduction of national (and tax) identification (the Ghana Card) and a digital address system, have helped to identify and increasingly formalize informal businesses. Other initiatives, such as the institution of fee-free secondary education, opened opportunities for young Ghanaians to further their education instead of entering the informal economy. The National Youth Employment Program, although relatively less successful, helped to draw young entrepreneurs into more formalized activities. Finally, a surge of capital investments into construction, alongside an expansion in mining activities, has created demand for artisans, contractors, and allied tradespeople who transact in more formal ways than the street-level microenterprise typical in developing economies. The result is a measurable reduction in the prevalence of informality, a trend visible within the relevant component of the legal subindex.

The gradual strengthening of security owes more to internal stability than to a benign regional environment. Ghana’s northern border with Burkina Faso and proximity to Nigeria’s insurgency-affected areas create constant risks, and yet Ghana has avoided the cascade of instability that has afflicted parts of the Sahel. That relative steadiness, together with the normal functioning of everyday justice for nonpolitical cases, helps explain why legal freedom is trending slightly upward despite persistent concerns about executive sway over judicial appointments and decisions.


Ghana has avoided the cascade of instability that has afflicted parts of the Sahel.

Corruption control within the justice sector is another area to watch. Across administrations, chief justices have consistently placed anti-corruption at the center of their institutional reform agendas, and recent executive appeals to rebuild public trust in the courts suggest continued political salience. However, these public commitments have not always translated into tangible reforms or outcomes. Public perception of judicial corruption remains high: According to the 2024 Afrobarometer survey, more than 40 percent of Ghanaians believe that “most or all judges and magistrates” are corrupt.4 The growing trend of presidents appointing loyalists to the Supreme Court has only reinforced these perceptions, contributing to Ghana’s relatively weak performance on the legal subindex. The ongoing constitutional review presents an opportunity to reform judicial appointments and promotions, tighten avenues for corruption, and strengthen judicial independence.

Ghana’s strong performance on elections, civil liberties, and political rights within the political subindex is tempered by weaker scores on legislative constraints on the executive, highlighting concerns about the effectiveness of institutional checks in practice. However, civil society remains uncompromising in defending democratic norms, including contesting attempts to erode these checks. The resulting equilibrium is not perfect—nor is it immutable—but it has proven remarkably resilient over the past generation.

Economic freedoms have followed their own trajectory, with a notable increase from the mid-2000s into the first half of the 2010s, a period that coincided with the broader “Africa Rising” narrative. This period was characterized by strong improvements in governance and economic growth, rising incomes, and a growing middle class. Consolidation of Ghana’s return to constitutional democracy commenced in the year 2000 with the transfer of power from the ruling party to an opposition party, which further boosted optimism in the country’s political and economic outlook. The new political leadership signaled a clear focus on improving the economy, and market openness and property-rights enforcement seemed to find firmer footing. Former President John Kufuor is remembered in this context for emphasizing macroeconomic health and business-climate improvements that many citizens experienced in their daily lives. The results of committed political leadership and effective economic management are reflected in the economic subindex and the other components such as investment freedom and property rights, starting in the mid-2000s.

The subsequent downturn around 2015 is worth noting. Rising debt-service pressures, coupled with a large budget deficit and high inflation culminated in Ghana going in for an IMF program; a similar pattern occurred around 2023-24 as reflected in the downward trend of the economic subindex. These patterns signal the fragility of gains when fiscal anchors are not backed by disciplined fiscal decisions—such as politically motivated increases in public spending during election years and subsidies on utilities and petroleum products, among others—and when investment freedom and property-rights expectations face credibility questions. These observations underscore that Ghana’s enviable political freedoms do not automatically translate into disciplined fiscal management or sustained economic openness. The freedom metrics capture this: The political subindex remains high, while the economic and legal dimensions fluctuate with policy choices that either reinforce or erode market institutions and democratic norms.

Trade freedom tells a more erratic story. Ghana’s trade policy framework has generally been open by regional standards, but the component’s volatility reflects the broader health of the economy and investors’ read on the policy environment. In periods of economic stress, policy consistency suffers, and openness on paper does not translate into confidence in practice. The trends in the data thus track not only tariff schedules and non-tariff measures but also the credibility of macroeconomic management, which is often punctuated in election years.

The trajectory of women’s economic freedom stands out as a major structural improvement. Around 2004, there was a steep rise in the economic subindex driven in part by a cluster of women’s empowerment policies of the Kufuor administration: free maternal health services, including postnatal care services that reduced a key barrier to women’s labor-market participation, and explicit efforts to expand women’s access to finance and enterprise support. Those initiatives may have helped to boost women’s economic autonomy and anchor a higher plateau that persisted in the years that followed. The component’s level has stagnated since about 2008 and hence leaves some room for improvement—but the rapid change around 2004 is unmistakable. Recent Afrobarometer survey data for Ghana show strong popular support for women to have equal rights to work as men. However, more than a quarter of Ghanaians (26 percent) identify employers’ preference for hiring men as the top barrier to women’s advancement, ahead of childcare (17 percent) and skills gaps (16 percent).5

Where do remaining constraints lie? First, land ownership: In Ghana,  community and family lands are predominantly controlled by male heads; women’s ownership and collateralization of land remain very limited. Given the economic value of land, women remain at a significant disadvantage that dampens entrepreneurship, constrains access to credit, and restricts intergenerational wealth transfer for women. Second, intrahousehold decision-making: In many households, women’s ability to take paid work outside the home remains mediated by male authority. These social and legal frictions are the kinds of de facto constraints that keep the Women’s Economic Freedom component below its potential despite the formal policy gains that started in the mid-2000s.

Evolution of prosperity

Ghana’s prosperity trajectory since the mid-2000s mirrors, in broad outline, the “Africa Rising” era: a period of macroeconomic optimism, improved governance, favorable terms of trade, and political stability across much of the continent. Between 2005 and the mid-2010s, the Prosperity Index registered a strong and upward trend, reflecting the robust growth in incomes and steady improvements in social indicators, even as inequality widened in the classic early-development pattern. Ghana rode this wave and, for several years, significantly outpaced the sub-Saharan Africa average.

The story of the income component is familiar but still striking in its local particulars. A large discovery of offshore oil in the late 2000s added a new driver to a commodity basket already weighted toward gold and cocoa. In the mid-2000s, when global commodity prices were favorable, Ghana’s growth accelerated sharply; in 2011, Ghana recorded a double-digit real GDP growth rate (about 11 percent), up from about 8 percent the year prior. Oil windfalls amplified these gains, though they also heightened exposure to volatility and raised questions about how resource-linked revenues were managed.6 The income component of the Prosperity Index captures this rise and the subsequent plateau, which has persisted over the last decade. Reversals are visible too, mainly coinciding with the two IMF interventions mentioned earlier, driven in large part by fiscal indiscipline during election years.

The inequality component of the Prosperity Index shows a rapid deterioration, especially from the year 2000. But the composition of Ghana’s inequality is complex. It is not simply a rural-urban story; it is also generational. Large cohorts of better-educated youth, especially those under thirty-five, struggle to find formal employment at scale, while older cohorts, who are relatively less educated, hold on to existing jobs.7 The consequence is an age-skewed labor market that expands inequality even as education levels rise. On the rural side, extensive reliance on small-holder agriculture—more than 40 percent of the population is engaged in subsistence farming—keeps cash incomes low. Climate variability has compounded these pressures, with shifts in rainfall and temperature patterns outpacing the seed and crop research needed to adapt. The Index’s inequality line captures the macro pattern, and the underlying micro-mechanisms are the youth (un)employment crunch and the persistent productivity trap of smallholder agriculture.

Environment and health are relative bright spots. The national push to switch households from charcoal and wood to liquefied petroleum gas (LPG) for cooking—especially the 2013 rural LGP promotion program—may have helped to reduce indoor air pollution and, with it, the number of respiratory and related illnesses. Additionally, the government’s 2021 Green Ghana initiative to plant five million trees nationwide to combat desertification signaled a strong commitment to environmental issues in the country.8 The behavioral transition and practical action on desertification probably account for the Prosperity Index’s environment component alongside CO₂ and other measures. On the health side, Ghana’s COVID-19 response benefitted from institutional memory and capacity developed during earlier West African epidemics. Ebola never crossed into Ghana, thanks in part to the region’s experience dealing with health epidemics. When COVID-19 broke out, pandemic protocols were quickly activated and enforced, which resulted in comparatively low infection rates and deaths and a health system that proved more resilient than many expected.

Education presents a more mixed picture. Policy volatility in the secondary cycle—oscillating between three- and four-year models—created confusion and capacity mismatches just as youth cohorts ballooned. Free, compulsory basic education expanded access, but in many districts infrastructure and staffing could not keep pace, producing “shift systems” and, in some cases, causing students to drop out before completing upper-secondary education. Because the Prosperity Index’s education component bundles mean years of schooling with expected attainment, the friction from policy oscillation and demographic pressure is visible at a level that remains middling despite long-run improvements.

Finally, informality also intersects with prosperity through the labor market. The government’s digitalization programs—the introduction of the Ghana Card, which links to individual tax identification numbers, as well as the digital address system—have expanded formalization of the national economy. Moreover, governments’ special initiatives to increase youth employment and a boon in the construction and mining sectors have pulled workers into the formal sector. These interventions should, in principle, raise tax revenues and improve public service availability and access over time. The hard question is durability: Formalization built on cyclical or enclave sectors may not last if investment slows or governance costs mount. The Prosperity Index cannot answer that question by itself, but its pattern—modest gains in prosperity with uneven distributional effects and vulnerability to macro slippage—point to areas where reforms might matter most.

The path forward

The economic, social, and political outlook of Ghana’s next decade will depend largely on the steadiness with which it improves core institutions and transforms its civic strength into predictable, broad-based gains. Moreover, aligning reforms to citizens’ stated priorities—jobs, public services, and integrity—can increase traction.9 The political foundations are relatively strong; the next important step is ensuring that the transparency and accountability mechanisms that guard the conduct of elections also insulate the justice system from partisan distortion in high-stakes cases. Judicial appointments will remain politically salient, but the deeper imperative is to tighten the system’s incentives so that corruption cases are decided on evidence rather than allegiance. Civil society and media can help—by maintaining the evidentiary standard that has worked in election disputes—but ultimately the judiciary must build a reputation for political impartiality that is strong enough to withstand executive pressure. The ongoing constitutional review offers a chance to implement a judicial reform agenda that delivers on this objective.

Economic management is the second pillar. The political business cycles are familiar by now: A new government comes to power and starts out with prudent fiscal management that boosts confidence and attracts investment, often resulting in an increase in the economic subindex. Then comes election time and fiscal indiscipline—such as excessive borrowing and indiscriminate public spending with weak fiscal oversight—erode confidence and investment freedom, triggering adjustment and decline. Breaking this cycle requires more than fiscal rules on paper; it requires political commitment to enforce them consistently and minimize politically motivated borrowing and spending. The 2015 and 2024 IMF programs are markers of what happens when that discipline falters. In the coming years, the goal should be to make investment freedom boring—i.e., stable, predictable, and insulated from the electoral business cycle.

On economic freedom, two structural agendas stand out. The first is women’s economic freedom. The 2004 leap tied to women-centered policies shows how targeted policy can permanently raise the ceiling of economic progress. The unfinished business is in property rights, especially land ownership. In areas where family land remains the norm and titles are controlled by male heads, women’s ability to own, mortgage, and leverage land is curtailed. Reform here is politically delicate, embedded in social norms and local authority structures, but the economic payoff could be enormous: more women-owned firms, better access to credit, and fairer intergenerational asset accumulation. The women’s freedom component of the Index offers a clear benchmark; moving from the mid-seventies to the high eighties would require not just programs but enforceable property rights.

The second is youth (un)employment. Inequality in Ghana increasingly wears a generational face;a cohort of better-educated young people cannot find formal, stable jobs in sufficient numbers. Policy tools here must focus on easing business entry, expansion in labor-absorbing sectors, and modernizing agricultural value chains so that rural youth are not confined to subsistence farming. Climate-smart research and extension services, reliable input markets, and storage and transport infrastructure can help farmers move up the value ladder—and should be paired with vocational pathways aligned to construction, light manufacturing, and services. Such an agenda could help to address the twin problems of rural low productivity and urban underemployment.

Strengthened legal freedom and rule of law can support both agendas if reforms focus on clarity of the law and the quality of bureaucracy. Where statutes are clear, predictable, and enforced uniformly, the transaction costs that push firms into informality will fall; where frontline administration is competent and corruption risks are contained, formalization becomes a benefit rather than a burden. Ghana’s recent sector-led formalization has demonstrated that workers and firms will choose formal channels when the opportunity set changes. The task now is to make those choices systemic: digital one-stop services for business registration and tax collection; credible and quick adjudication for commercial disputes; and incentives for small firms to formalize without fear of retroactive penalties.

Regional (in)security will remain a concerning external variable. Instability in parts of the Sahel and the enduring threat of violent extremism in neighboring regions create risks that Ghana has to grapple with. The country’s success to date reflects internal discipline and professional security services, but the calculus can change quickly as alliances and external funding priorities shift. Ghana’s democratic resilience—anchored in a vigilant civil society and robust private media—makes it better placed than many to navigate these shocks without sacrificing core freedoms. The imperative is to ensure that security responses remain proportionate and bounded by law, so that security gains are not purchased at the cost of civil and political liberties that have been the bedrock of Ghana’s democratic success story.

Geoeconomic partnerships will also shape the opportunity set for Ghana. Specifically, infrastructure that lowers freight costs—an inland port located up north with rail connectivity, for instance—has immediate appeal, and Ghana would do well by investing in this area. Engagements with Chinese state and private investors are often judged domestically on whether they deliver such tangible benefits; they are not, by themselves, read as threats to democratic credentials. The test for the next decade is to structure these partnerships transparently, align them with national priorities, and avoid governance concessions that have complicated infrastructure deals elsewhere. If done well, they can help stabilize economic policy by supporting trade freedom in practice, not just on paper, and by attracting private investment that widens formal employment.

The prosperity side of the ledger will hinge on two slow-moving but decisive social investments. The first is education system reliability. When secondary school terms oscillate, cohort planning collapses; when seating capacity lags enrollment, “shift systems” lead to lost learning and early exits. The policy objective must prioritize stability: a curriculum and cycle length that survives political alternation, infrastructure that grows with cohorts, and targeted support to keep marginal students—especially rural girls—through upper secondary. If achieved, educational attainment will move steadily upward, with compounding effects on income and inequality.

The second is health and environment. Ghana’s clean cooking fuel and afforestation initiatives demonstrate how coordinated public messaging and practical access can drive large-scale shifts in household behavior—which often yield immediate and tangible benefits. Extending this logic—through cleaner fuels, safer urban air, adaptive health systems, and expanded green coverage—can enhance environmental quality, improve health outcomes, and free up resources otherwise consumed by preventable disease burdens.

Finally, the country’s political economy will continue to be shaped by how it manages its natural resource wealth. When mineral and oil revenues supplant tax collection, citizens have fewer reasons to monitor spending, governments face fewer incentives to be transparent, public resource leakages rise, and the discipline that keeps debt manageable erodes. A forward-looking reform would therefore tackle the credible fiscal rules that bind during booms, transparent revenue management that makes it costly to divert funds, and a tax system that is simple enough to comply with and fair enough to legitimize. The expanded government digitalization programs offer sound foundations to make this possible. If Ghana can lock in these basics while preserving the civic and media freedoms that have distinguished it for three decades, legal and economic institutions will catch up and converge with political freedom, and prosperity gains will follow.

Ghana’s comparative advantage is … the lived practice of accountability that precedes and outlasts any single administration.

Civil society and media have proven that they can guard the franchise; the task before us is to extend that guardianship to the legal system’s most politically sensitive corners and to the fiscal choices that unlock prosperity and avoid the familiar cycle of fiscal indiscipline, crisis, and repair. If managed well, the evidence should be visible where it matters most: a steadier investment freedom line, a women’s economic freedom score that rises again rather than plateaus, an inequality curve that bends as youth employment expands, and a legal freedom profile that reflects not just order in the streets but fairness in the courtroom. That is the trajectory Ghana can reasonably aim for in the decade ahead, and it is within reach.

about the author

Joseph Asunka is the CEO of Afrobarometer, a pan-African survey research organization that conducts public attitude surveys on governance and social issues across the continent. His research interests are in governance, democracy, and political economy of development. He holds a PhD in political science from the University of California at Los Angeles.

Explore the data

The Indexes rank 164 countries around the world. Use our site to explore thirty years of data, compare countries and regions, and examine the subindexes and indicators that comprise our Indexes.

Stay Updated

Get the Freedom and Prosperity Center’s latest reports, research, and events.

Stay connected

Read all editions

2026 Atlas: Freedom and Prosperity Around the World

Against a global backdrop of uncertainty, fragmentation, and shifting priorities, we invited leading economists and scholars to dive deep into the state of freedom and prosperity in ten countries around the world. Drawing on our thirty-year dataset covering political, economic, and legal developments, this year’s Atlas is the evidence-based guide to better policy in 2026.

2025 Atlas: Freedom and Prosperity Around the World

Twenty leading economists, scholars, and diplomats analyze the state of freedom and prosperity in eighteen countries around the world, looking back not only on a consequential year but across twenty-nine years of data on markets, rights, and the rule of law.

2024 Atlas: Freedom and Prosperity Around the World

Twenty leading economists and government officials from eighteen countries contributed to this comprehensive volume, which serves as a roadmap for navigating the complexities of contemporary governance. 

Explore the program

The Freedom and Prosperity Center aims to increase the prosperity of the poor and marginalized in developing countries and to explore the nature of the relationship between freedom and prosperity in both developing and developed nations.

1    Center for Democratic Development, Afrobarometer Round 10 Survey in Ghana, 2024, https://www.afrobarometer.org/wp-content/uploads/2025/04/Ghana-summary-of-results-Afrobarometer-R10-22april25.pdf (see pages 30, 32, and 33 of the summary of results tables).
2    For causal evidence that domestic observers in Ghana’s 2012 elections reduced fraud and violence at monitored stations and altered parties’ manipulation strategies, see Joseph Asunka et al.,  “Electoral Fraud or Violence: The Effect of Observers on Party Manipulation Strategies,” British Journal of Political Science 49, no. 1 (2019): 129–51.
4    Center for Democratic Development, “Ghanaians Decry Widespread Corruption, Afrobarometer Survey Shows,” news release, February 14, 2025, https://www.afrobarometer.org/wp-content/uploads/2025/02/R10-News-release-Ghanaians-decry-widespread-corruption-Afrobarometer-14feb25.pdf.
6    According to an Afrobarometer survey in 2022, 85 percent of Ghanaians support tighter regulations of natural resource extraction. See Center for Democratic Development, “Ghanaians Call for Tighter Regulation of Natural Resource Extraction,” news release, November 8, 2022, https://www.afrobarometer.org/wp-content/uploads/2022/11/R9-News-release-Ghanaians-call-for-tighter-regulation-of-natural-resource-extraction-Afrobarometer-bh-7november22.pdf?utm_source=chatgpt.com.
7    Josephine Appiah-Nyamekye Sanny, Shannon van Wyk-Khosa, and Joseph Asunka, “Africa’s Youth: More Educated, Less Employed, Still Unheard in Policy and Development,” Afrobarometer, November 15, 2023, https://www.afrobarometer.org/wp-content/uploads/2023/11/AD734-PAP3-Africas-youth-More-educated-less-employed-still-unheard-Afrobarometer-13nov23.pdf.
8    Elorm Ntumy, “Green Ghana Day: A Chance to Turn the Tide on Deforestation,” UN Capital Development Fund, 2021, https://www.uncdf.org/article/6857/green-ghana-day.
9    See Joseph Asunka and E. Gyimah-Boadi, “People-Centered Development: Why the Policy Priorities and Lived Experiences of African Citizens Should Matter for National Development Policy,” Foresight Africa 2025–2030, May 13, 2025, https://www.brookings.edu/articles/people-centered-development-why-the-policy-priorities-and-lived-experiences-of-african-citizens-should-matter-for-national-development-policy/.

The post Delivering justice and jobs is the real test of Ghana’s storied democracy appeared first on Atlantic Council.

]]> The G20 is moving forward on global AI governance—and the US risks being left out https://www.atlanticcouncil.org/blogs/new-atlanticist/the-g20-is-moving-forward-on-global-ai-governance-and-the-us-risks-being-left-out/ Tue, 02 Dec 2025 13:07:25 +0000 https://www.atlanticcouncil.org/?p=890515 The leaders’ declaration adopted at the recent Group of Twenty Summit in South Africa offers a new vision of the future of artificial intelligence.

The post The G20 is moving forward on global AI governance—and the US risks being left out appeared first on Atlantic Council.

]]>
Something notable happened in Johannesburg late last month, although it drew limited attention in Washington: Many of the world’s major economies signaled a growing alignment around how artificial intelligence (AI) and data should be approached—not primarily as instruments of geopolitical competition, but as vehicles for inclusive and sustainable development. The Group of Twenty (G20) leaders’ declaration, adopted despite uneven participation among several countries, reflects an important shift in how states are positioning themselves on AI governance. It offers a snapshot of an emerging global conversation that increasingly links AI to development goals and digital equity.

And the United States was not part of that moment.

The US delegation did not attend the Johannesburg summit and declined to join the declaration—a decision that stemmed in part from concerns about the host nation and broader disagreements with aspects of the process. And the United States is making AI a focus of the G20 summit it is hosting next year, an indication that it has not ruled out collaboration. Still, this year’s absence carried symbolic weight. It suggested a narrowing US appetite to engage multilaterally at a time when many governments are moving quickly to shape the rules and norms surrounding transformative technologies. Other capitals may reasonably interpret this as an opening: If Washington steps back from these discussions, others will step forward.  

And many did.

The G20’s digital agenda this year went further than any previous summit in knitting together AI governance with sustainable development. What emerged from Johannesburg was a clear premise: AI is not just a commercial or security asset; it is a public good, one that must be governed collectively. Countries from South Africa to Brazil to India insisted that data governance, ethical guidelines, and inclusive digital infrastructure are not luxuries—they are developmental necessities.

What came out of Johannesburg wasn’t the usual tech-salon optimism or Western policy jargon. It was the voice of a world determined to stop the next wave of innovation from hard-wiring the injustices of the last. For example, the declaration insisted that AI must be “human-centered” and “development-oriented,” backed by trustworthy data governance—not just for privacy, but as the backbone of equitable AI. It called for digital public infrastructure and real capacity-building for countries long pushed to the margins of the digital economy. And it linked information integrity directly to democratic resilience. It aligned itself with the United Nations Educational, Scientific, and Cultural Organization’s (UNESCO’s) ethical AI framework and the United Nations’ resolutions on equitable technology.

Call it whatever you want: multilateralism, solidarity, or simple common sense. But the message was unambiguous. A broad group of the world’s largest economies came together to say that AI must serve humanity, not just the handful of companies and countries capable of building it.

The United States still has avenues to re-engage—not by dictating outcomes, but by participating as a genuine partner.

What makes the US absence so striking is that for decades it was the United States that championed precisely these kinds of conversations. US diplomats helped build the global internet governance system through international multilateral and multistakeholder fora, such as the Internet Governance Forum. American civil society was instrumental in pushing human rights into digital debates. American universities trained the researchers shaping AI ethics. Yet today, as major economies explore AI’s developmental dimensions, the United States is largely outside the room.

The US administration’s current approach to AI—marked by a preference for domestic industrial strategy and selective bilateral partnerships—reflects a hardening belief that multilateral governance is either futile or dangerous. In too many parts of Washington, there is a sense that global cooperation simply helps China; that multilateral institutions dilute US influence; and that if the United States leads on innovation, it doesn’t need to lead on rules.

This is a profound misreading of how power works in the digital age.

It is true, of course, that the United States remains the world’s AI frontrunner. Its companies build the most advanced models and its research institutions are unmatched—at least for the time being. But technological dominance without normative influence is brittle. Governance frameworks—data standards, safety norms, ethics principles—shape markets and behavior as much as silicon and compute. If the rest of the world agrees on a vision for AI grounded in development, inclusion, and human rights, and the United States is not part of that process, then Washington risks becoming a rule-taker rather than a rule-maker.

Some observers are already calling Johannesburg a win for China. There is some truth to that. Beijing has long argued that developing countries deserve a larger voice in global tech governance, with Chinese President Xi Jinping criticizing the idea of AI as a “game of rich nations,” a theme emphasized in Chinese state media coverage. And China’s investments in digital infrastructure across the Global South give it clear geopolitical advantages. With Washington absent, Beijing’s narrative—centered on equity, development, and multilateral dialogue—faces fewer obstacles.

But focusing solely on China misses the bigger story. Johannesburg was not a Chinese diplomatic triumph. It was a Global South diplomatic triumph. India, Brazil, South Africa, Indonesia, and others played central roles in shaping the digital agenda. They were not passive recipients of a Chinese vision; they were co-authors of something genuinely new: a multilateral AI framework that reflects their own developmental priorities. This agency was highlighted not only in the declaration but also in the reporting across the Global South, including South Africa’s official summit briefings.

None of this means the United States has been written off as an ally. But it does reflect a growing impatience among other states. Adopting the declaration without US support was not a rebuke; it was a recognition that global cooperation cannot wait for universal participation. A generation ago, such a move would have been unlikely. Today, it feels increasingly normal.

What should worry Washington most is that this shift comes at the precise moment when AI is beginning to reshape the global economy in ways as profound as industrialization. The International Monetary Fund estimates that AI could boost global growth by nearly a full percentage point, transforming labor markets, education, healthcare, and agriculture. It could concentrate power or democratize it. And the rules that govern these transformations are being written now.

To be clear, G20 declarations are nonbinding and often aspirational. Implementation will depend on infrastructure, innovation ecosystems, and the particular needs of member states. Still, the fact that the Johannesburg declaration so explicitly anchors AI within the sustainable development agenda—at a moment when US alignment with that agenda is often questioned—signals a meaningful shift in global positioning.

By staying home, the United States is making a bet that it can shape these norms later, through market dominance alone. But history suggests otherwise. Governance norms, once set, are sticky. They embed themselves in institutions, standards, and expectations. They shape how technologies are built and how they spread. And they rarely bend to accommodate a latecomer—even a powerful one. 

It is telling that, while the world was forging a collective path in Johannesburg, Washington was charting a very different course at home with the launch of the Genesis Mission—an ambitious drive to harness AI for domestic innovation and national competitiveness. It’s a bold investment, but one that risks reinforcing a US approach to AI that is inward-looking and self-referential at the very moment the rest of the world is moving toward shared governance and collective benefit.

But retreat is not destiny. The United States still has avenues to re-engage—not by dictating outcomes, but by participating as a genuine partner. The G20 declaration did not emerge in a vacuum; it builds on existing foundations the United States helped create, including the Group of Seven’s Hiroshima AI principles and the Organisation for Economic Co-operation and Development’s (OECD’s) AI framework. Those earlier initiatives emphasized trustworthy, rights-based AI—but they lacked a deep developmental dimension. Johannesburg extends the trajectory, integrating ethical safeguards with the practical realities of inclusion and infrastructure.

If Washington wants to regain its normative footing, it can start by showing up. The upcoming India AI Impact Summit in February 2026—already gaining momentum as a convening of Global South digital priorities—offers a stage where the United States can listen rather than lecture, and even align itself with the developmental intent now shaping global AI norms. And with the United States set to host the G20 next year, it has a rare chance to reset: to bring the existing principles into conversation with the Johannesburg framework rather than treating them as competing visions.

The choice ahead is not between US power and multilateral governance. It is whether the United States can recognize that power now depends on multilateral governance—on shaping shared norms, not merely exporting products. Much of the world has signaled that AI must be human-centered, equitable, and globally accessible. The question is whether Washington is willing to take its seat—not at the head of the table, but at the table at all.


Konstantinos Komaitis, PhD, is a resident senior fellow with the Atlantic Council’s Democracy + Tech Initiative at the Digital Forensic Research Lab (DFRLab).

The post The G20 is moving forward on global AI governance—and the US risks being left out appeared first on Atlantic Council.

]]>
Mali is at a turning point that risks a ‘disastrous domino effect’ https://www.atlanticcouncil.org/blogs/menasource/mali-is-at-a-turning-point-that-risks-a-disastrous-domino-effect/ Tue, 25 Nov 2025 18:52:06 +0000 https://www.atlanticcouncil.org/?p=890455 A JNIM seizure of power, though less likely, is possible—and threatens to turn Mali into Africa’s Afghanistan.

The post Mali is at a turning point that risks a ‘disastrous domino effect’ appeared first on Atlantic Council.

]]>
Mali’s military regime may be on the brink of collapse after a months-long siege of Bamako by al-Qaeda aligned terrorists, Jama’at Nusrat al-Islam wal-Muslimin (JNIM). A major nationwide fuel crisis in the landlocked state, due to a blockade (which JNIM expanded on November 1) of fuel imports that must travel along major highways patrolled by militants, forced Mali to close schools from late October to mid-November. On November 7, France joined the United States and United Kingdom in urging their citizens to leave the country, while the US embassy evacuated non-emergency personnel and families.

On November 18, the United Nations (UN) secretary general briefed the UN Security Council on “a moment of profound urgency” and the risk of “a disastrous domino effect” across West Africa and the Sahel. The ongoing blockade is an escalation by JNIM, with the group extending its reach further south than ever before. It is possible that the blockade forces the junta, led by Mali’s President Assimi Goïta, to the negotiating table, or in a replay of 2012 events, militant advances could provoke a coup d’état. A JNIM seizure of power, though less likely, is possible—and threatens to turn Mali into Africa’s Afghanistan, similar to the Taliban’s takeover of Kabul in 2021, where terrorists can train, operate, and plan freely in a safe haven.  

How did the situation arrive here? And what are the implications of a jihadist takeover in Mali? A JNIM takeover in Mali would represent the first time an al-Qaeda affiliate had taken power in a country, with major regional and underappreciated global implications. This strategic turning point in Mali’s decade-long insurgency could, in the short term, mark the beginning of the end of the Alliance of Sahel States (AES) between Mali, Burkina Faso, and Niger, as well as Russian influence in the region. In the long term, a JNIM regime heightens risks of transnational terror.

A jihadist takeover is now on the board

Since 2012, Mali has suffered three military coups (in 2012, 2020, and 2021) and an escalating separatist-turned-Islamist insurgency. Domestic insecurity contributed to growing public and military unrest that led to the ouster of two democratically elected presidents, Amadou T. Touré and Ibrahim B. Keïta.

Attempts to restore democracy and stability have only had temporary successes since. In 2012, major population centers fell to Islamists and Tuareg rebels who sought to establish a regime in the north (sometimes referred to as the “Azawad” by some northern groups). French intervention with Operation SERVAL in 2013 saved Mali’s government and prevented extremists from moving further south on Bamako. The UN launched the Multidimensional Integrated Stabilization Mission in Mali in 2014 to bolster stabilization efforts. 

In 2017, a conglomerate of four smaller organizations, including al-Qaeda in the Islamic Maghreb (AQIM), merged to form JNIM. Problematically, the security situation worsened in spite of the presence of UN and French forces, prompting calls for the West to leave Mali after the 2020 and 2021 coups. Ultimately, both France and the UN withdrew their forces, as Malian protestors waved Russian flags and called for Moscow’s support. They got it. By 2022, the Russian private military Wagner Group became Mali’s principal security partner. Human rights abuses and armed conflict only increased.

In 2024, Mali was ranked fifth among countries most affected by terrorism in the Global Terrorism Index. Armed conflict in Mali caused at least 1,900 fatalities last year, the third-highest figure on record (behind 2022 and 2023). JNIM expanded its geographical reach in central, northeast, and southern Mali. With the army and Wagner Group unable to protect many communities, pro-government Dozo militias have mobilized for self-defense across central Mali, often exacerbating insecurity. Army and Dozo operations to combat the fuel blockade brought record levels of violence and mass atrocities to Mali’s Segou and Sikasso regions last month.

The beginning of the end of the Sahel alliance

Burkina Faso and Niger have similar stories—a poor security environment as a result of JNIM and ISIS-Sahel attacks, military coups, and a fragile post-coup political environment as juntas repudiated Western security assistance and turned to Russian forces (initially Wagner Group, which morphed into Russia’s Africa Corps).

In September 2023, the three countries withdrew from the long-standing regional body, the Economic Community of West African States (ECOWAS), and in its place established the AES, a defense pact to defeat jihadists and maintain power. The fall of Bamako would lead one of three core members to leave the Sahel alliance; the rump Burkina-Niger axis would be imperiled and on the defensive.

A setback for Russia in the Sahel

Although JNIM sees itself as an alternative to “puppets of the West,” a JNIM takeover would first and foremost see Russia’s star over the Sahel dim. JNIM, which has been fighting Russian mercenaries for years, will not be lining up to deal with Russian President Vladimir Putin.

The failure of the AES and Russia to defend Mali serves as a cautionary tale that Russian intervention often exacerbates conflicts on the ground. Ditching security cooperation with Western democracies for Russia’s Africa Corps in the name of national sovereignty may have been popular, but it is a losing strategy.

Russia’s influence across the African Sahel has expanded since 2017, with Russian forces arriving in Burkina Faso in January 2024 and Niger in May 2024. Russia will not receive such invitations from others at this rate.

Inviting the French back in may be out of the question in light of public opinion in the Sahel on French intervention, but regime change in Mali by either a rival military faction or JNIM extremists might provide a window of opportunity for the United States to bolster cooperation with eager states outside of the Sahel alliance—especially among the West African littorals and Mali’s neighbors. 

Risks of state-sponsored terrorism in Africa

If there is one group to watch on the continent other than al-Shabaab (one of al-Qaeda’s most competent branches that once had a pilot in flight training for a 9/11-style attack), it’s JNIM. If it were to capture the state apparatus in Mali, the country could easily become a haven for jihadists in the region and become a leading state sponsor of terrorism on the continent, much like Sudan became after Islamists (Muslim Brotherhood affiliate National Islamic Front) came to power following a 1989 coup.

Many terrorist groups in Africa that have pledged allegiance to al-Qaeda senior leadership or ISIS remain fixated on local grievances despite rebranding—but JNIM has the potential to evolve given its al-Qaeda identity is baked into its roots. JNIM’s DNA is comprised in part of an organization, AQIM, that, despite also having local gripes, had leadership (though now deceased) that fought the Soviets in Afghanistan and had historical links to Osama bin Laden. JNIM maintained its allegiance to al-Qaeda senior leadership and maintained AQIM’s relevance and reach in the Sahel with a newer, larger, and more lethal brand under the leadership of Iyad al-Ghali.

Countries beyond the Sahel could become targets, and JNIM could expand its area of influence. At the end of October, JNIM claimed responsibility for its first attack in Nigeria, which killed a Nigerian soldier. It is worth noting that a Boko Haram spinoff, Ansaru, operates not terribly far from where this attack occurred—this group was once believed to have a connection to AQIM, though to what extent is unclear.

Bamako faces a stronger enemy than ever, but unlike in 2013, it now lacks Western support to defeat it. The African Union offers rhetorical support, but no boots on the ground. Military support from ECOWAS seems like the only plausible intervention. Despite the Sahel alliance rebuking Mali, Niger, and Burkina Faso’s membership earlier this year, ECOWAS offered to keep the door for reengagement open. If there is a lifeline, Bamako should grab it. If left unchecked, JNIM could grow bolder, bigger, acquire additional affiliates, and, one day, sponsor or enable operations beyond the region.

Haleigh Bartos is an associate professor of the practice in the Carnegie Mellon Institute for Strategy and Technology at Carnegie Mellon University. She teaches courses on policy writing and national security at Carnegie Mellon University.

John Chin is an assistant teaching professor of political science in the Carnegie Mellon Institute for Strategy and Technology at Carnegie Mellon University. He is the lead author of the Historical Dictionary of Modern Coups D’état, which was named one of the best historical materials published in 2022–2023 by the American Library Association.

The post Mali is at a turning point that risks a ‘disastrous domino effect’ appeared first on Atlantic Council.

]]>
El Fasher is only the latest wake-up call to the genocide unfolding in Sudan https://www.atlanticcouncil.org/blogs/africasource/el-fasher-is-only-the-latest-wake-up-call-to-the-genocide-unfolding-in-sudan/ Tue, 25 Nov 2025 18:46:14 +0000 https://www.atlanticcouncil.org/?p=890375 Sudan’s civil war has become one of the world’s deadliest crises—and the massacre in El Fasher exposes a genocide unfolding in plain sight. As regional powers fuel the war, millions face famine, displacement, and systematic violence.

The post El Fasher is only the latest wake-up call to the genocide unfolding in Sudan appeared first on Atlantic Council.

]]>
Last week, US President Donald Trump posted on Truth Social that Sudan “has become the most violent place on Earth” and that he and Saudi Crown Prince Mohammed bin Salman had talked about the United States using its influence to “bring an immediate halt to what is taking place in Sudan.”

Such a statement comes after unproductive attempts by Washington to mediate the conflict. It also isn’t clear how the president would bring a halt to the situation, since both sides in the fighting are supported by US partners. But Trump is waking up to the reality of what is happening in Sudan—and he’s not the only one.

On October 27 this year, two and a half years into the Sudanese civil war, the international community seemed to finally grasp that a genocide was unfolding in front of its eyes. After enduring an eighteen-month blockade marked by relentless drone strikes, the city of El Fasher, the final major urban center in Sudan’s North Darfur state outside the grip of the Rapid Support Forces (RSF), was overrun. The RSF is the paramilitary faction that has been at war with the Sudanese Armed Forces (SAF) since April 2023.

Once the group pushed into El Fasher, reports and footage circulating across social media and television revealed widespread killings of civilians. Around 1,500 people were killed and some ninety thousand displaced, with another fifty thousand fleeing violence in the neighboring North and South Kordofan provinces, according to the Sudan Doctors Network and the United Nations.

El Fasher had long been one of the most violent fronts in the devastating conflict between Sudan’s national army and the RSF. In April, the paramilitary group had intensified its offensive on the city, shortly after being driven out of the capital, Khartoum.

The world’s most serious humanitarian crisis

For years, the genocide unfolding in Sudan barely registered on the world’s radar. The international community remained more focused on crises in the Middle East and the war in Ukraine. But the fighting and killing in Sudan never stopped.

In a country in tatters, where there is no systematic record of the dead, casualty estimates vary. Some sources suggest that the number hovers somewhere around 150,000. However, human rights organizations believe that the real toll of the civil war is likely much higher. The conflict has displaced about fourteen million people out of a population of fifty-one million. Half of them are refugees in neighboring countries. As of April 2025, twenty-five million Sudanese were facing acute famine—and according to Doctors Without Borders, over 70 percent of children under the age of five were acutely malnourished. Among those who fled El Fasher, 35 percent suffered from “severe acute malnutrition.”

With severe damage to its hospitals and water supply, Sudan now faces one of the world’s gravest humanitarian crises—one that some experts say even eclipses the emergencies in Gaza and Ukraine. Still, El Fasher is not the first, but merely the latest genocidal campaign in the country.

Naming the genocide

Engaging in war crimes and crimes against humanity, RSF soldiers have carried out child abductions, mass rape, sexual slavery, and village burnings for years, mostly in Darfur in western Sudan. Even as far back as 2001, the predecessor of the RSF—a militia known as the Janjaweed—repeatedly looted homes and engaged in gang rape in the region. Between 2003 and 2008, the group killed hundreds of thousands of non-Arab civilians. The campaign displaced around three million people and was described as a “genocide” by US President Joe Biden just before leaving the White House and as a “ethnic cleansing” by international observers. Against this background, Darfur is not a newly emerging hotspot. Home to several long-persecuted non-Arab tribes—Fur, Masalit, Berti, and Zaghawa—it is, in fact, again becoming one.  

The Zaghawa, who are the majority group in El Fasher, rallied to the army in late 2023 after the RSF committed massacres against the Masalit and other non-Arab communities in the city of El Geneina in West Darfur. In a report released in May 2024, Human Rights Watch documented these killings as ethnic cleansing. The report cited the testimony of a seventeen-year-old boy who described the murder of twelve children and five adults from several families: “Two members of the RSF… tore the children from their parents and, as the parents began to scream, two other members of the RSF shot and killed the parents. Then they piled the children up and shot them. They threw their bodies into the river, along with their belongings.”

African apathy—and cynical regional powers

With its paltry communiqués, a powerless African Union has, for two years, contented itself with calling for an end to the fighting or expressing its concern about the humanitarian crisis, without ever sending a single African head of state to the front lines in Khartoum or to visit the victims of the El Geneina massacre.

In a press release marking two years of conflict, Amnesty International noted that “the world has only contributed 6.6% of the funds needed to address the humanitarian catastrophe raging in the country.” Observers usually recommend enforcement of the arms embargo, increased emergency humanitarian aid, and justice for the victims. However, there is one issue on which the United Nations Security Council and the mediators remain discreetly, if not embarrassingly, silent: the armed support that the belligerents receive from regional powers.

Egypt, Iran, Turkey, China, the UAE, and even Russia and Ukraine have all turned their attention to Sudan, siding either with the SAF or the RSF. Drones, gold, military intelligence, and mercenaries are all being used to intensify the violence of the war, while the meddling regional powers deny any involvement. Motivations for their involvement include securing the Nile’s waters, controlling the eight hundred kilometers of Sudanese Red Sea coastline, and the mineral resources of eastern Sudan. Sudan has also accused Chad and Kenya of being parties to the conflict. At the London Sudan Conference on April 15, the second anniversary of the outbreak of the civil war, Sudanese Foreign Minister Ali Youssef reiterated these allegations.

Clearly, the complex web of geostrategic interests in the region makes any mediation difficult, with Sudan even considering taking action against the UAE before the International Court of Justice for supplying the RSF with weapons.

The people as a solution

As it stands, Sudan is trapped in a dangerous regional power play and is threatened with partition. Should the country fall apart, this would not only destabilize the African continent but also endanger the exceptional Sudanese cultural heritage.

Any solution in Sudan must run through its civil society and, ultimately, its people. They are strong in part because of—and shown by—their history. With eight borders and a geostrategic position between the Sahel and the Horn of Africa, Sudan is a crossroads of African cultures, religions, and civilizations. The country still bears a name that means “land of the Blacks,” despite the attempts to erase its African roots carried out by the Islamist regime of long-time dictator Omar al-Bashir. Sudan, which rivaled ancient Egypt, eventually conquered and ruled the Egyptian throne, becoming the twenty-fifth dynasty of pharaohs. All this happened a long time ago, under Black African leadership, before Christians and Muslim Arabs expanded their influence in the country.  

This history and legacy help explain the political resilience of the Sudanese people and the dynamism of Sudan’s civil society. Bashir’s ousting in 2019 would not have been possible without democratic resistance, embodied by civic organizations such as the Sudanese Professionals Association, the nonviolent Forces of Freedom and Change coalition, and the grassroots Girifna movement.

Today, as in the past, the Sudanese people—rather than an apathetic international community or meddling regional powers—could once again be the decisive force for change. Empowering civil society and grassroots organizations should therefore be the starting point for any diplomatic initiative.


Rama Yade is the senior director of the Atlantic Council’s Africa Center.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post El Fasher is only the latest wake-up call to the genocide unfolding in Sudan appeared first on Atlantic Council.

]]>
Dispatch from South Africa: The G20’s center of gravity continues to shift https://www.atlanticcouncil.org/blogs/new-atlanticist/dispatch-from-south-africa-the-g20s-center-of-gravity-continues-to-shift/ Tue, 25 Nov 2025 16:52:15 +0000 https://www.atlanticcouncil.org/?p=889856 Emerging markets are building coalitions, designing financial tools, and articulating visions for multilateral reform with growing clarity and confidence.

The post Dispatch from South Africa: The G20’s center of gravity continues to shift appeared first on Atlantic Council.

]]>
JOHANNESBURG—This wasn’t South Africa’s first “T20.” The country has staged some of cricket’s most dramatic Twenty20 (abbreviated as T20) matches—packed stadiums, high stakes, and global attention on Johannesburg, Cape Town, and Durban. In the opening session of the November 13–14 meetings, Alvin Botes, South Africa’s deputy minister of international relations and cooperation, nodded to that sporting record but noted that this T20 belonged to think tanks instead of to cricket. This one focused not on bowlers and wickets but on the future of global economic governance.

Two weeks ago, I was in Johannesburg for South Africa’s Think20 (T20) Summit, the policy engagement group that informs the Group of Twenty (G20) leaders. The meeting came at a critical moment: the final year in a four-year cycle of Global South G20 presidencies. What I heard was a clearer, more assertive articulation of expectations—alongside pointed frustrations.

That assertiveness played out days later at the G20 Summit itself. South Africa secured adoption of the 122-point Leaders’ Declaration at the outset of the meeting, an uncommon step in G20 practice. The declaration proceeded without US endorsement but with broad support from other members. For the first G20 held in Africa, the early adoption was significant. It reflected an emerging-market cohort more willing to manage processes and shape outcomes on its own terms.

Here is what I heard on the ground in Johannesburg: 

US economic leadership remains unpredictable but indispensable

Throughout the week, I heard consistent concern about the stability and rules of the global economic order. Participants described US policy tools—from tariffs and export controls to financial sanctions—as being deployed more frequently, with shorter notice and fewer clear guardrails, creating spillovers that materially affect emerging-market stability. The T20 communiqué’s emphasis on reducing reliance on a single dominant currency, for example, reflects some of these concerns.

And yet, no one argued that the system can function without the United States. The Johannesburg declaration’s focus on adaptation finance, debt sustainability, and critical minerals still leans heavily on institutions where US support is essential. The goal is not to abandon the existing system, but to diversify risk within it and push for more transparent, rules-based, and reliable engagement from Washington.

AI as the new fault line

Sessions on artificial intelligence (AI) and the digital economy revealed a different but related imbalance. There was a shared recognition that the global AI ecosystem is highly concentrated: compute capacity, high-quality datasets, and advanced model development sit in a handful of countries and firms.

For emerging markets, this raises two concerns. First, dependence on foreign technology and infrastructure. Second, governance frameworks that were largely designed elsewhere and may not reflect their development priorities. Speakers argued that current global AI frameworks reflect advanced-economy risk profiles and regulatory debates, not the realities of countries still building basic digital infrastructure. Several participants called for open-source models, stronger regional collaboration, and domestic data-governance frameworks that better protect their interests.

AI is no longer a niche technical issue in these conversations. It is now firmly part of debates on industrialization, labor markets, and sovereignty.

A more coordinated Global South posture

The current presidency cycle has widened the G20 agenda to include development-finance reform, climate adaptation, and inclusive growth—areas emerging markets have long prioritized. Speakers emphasized that they are not simply responding to external pressures but setting agendas and building coalitions.

Africa is no longer framed as peripheral to global affairs. European participants described the continent as essential to the energy transition and supply-chain diversification. For both the United States and China, Africa has become a central arena of strategic competition. Participants argued that this attention can be turned into leverage, particularly as Africa is the center of critical-minerals supply chains.

Infrastructure and connectivity offered one of the clearest tests of this shift. Participants consistently argued that Africa needs better transport, energy, and digital links, but there was far less agreement on who should build them and on what terms. Frustration persists that many Western-backed corridors still primarily facilitate extraction and export of raw materials rather than supporting domestic industrial capacity. As one participant noted, Africa is “more connected to the global economy than to itself.” The core question was not how to supply more minerals to global markets, but how to capture more value within their own borders.

That leverage was visible in Johannesburg. The G20 Leaders’ Declaration and the new critical-minerals framework both emphasize “resilient” and “stable” critical-minerals value chains—reflecting the priorities of import-dependent economies. African officials, by contrast, used their position in those value chains to push for value addition at source and for corridors that knit together African markets under the African Continental Free Trade Area. Whether that leverage translates into concrete outcomes depends on a G20 system that is already overextended.

The leaders’ declaration also exposed a structural problem. While the G20 agenda keeps expanding, the willingness to deliver on commitments appears to be shrinking. The forum’s scope has evolved—infrastructure and critical minerals are now core macroeconomic issues, but they sit alongside debt, trade, and financial regulation on an increasingly crowded agenda, all competing for limited political capital and delivery capacity. That the declaration was adopted at all, and at the outset of the summit, sets an important precedent as the presidency rotates again in 2026. But it also raises a harder question: Can the G20 meaningfully tackle an ever-expanding list of priorities, or will it be forced to pivot to a more focused agenda?

Next up is the United States

The upcoming rotation presents an unusual opening. In its G20 presidency in 2026, the United States could lead on issues such as debt transparency, financial innovation, and energy security—areas where US interests align with broader G20 concerns about productivity and structural reform.

What stood out in Johannesburg is that, despite deepening geopolitical divisions, G20 members still face common economic challenges. Rising debt burdens, energy-security pressures, technological disruption, and climate adaptation affect all members, even as they diverge on solutions. That reality gives every major power a stake in keeping the G20 as a venue where these debates continue. Whether the G20 can maintain its relevance will depend on how those powers respond to emerging-market expectations and on whether they can still identify practical areas of coordination even as broader consensus frays.


Alisha Chhangani is an assistant director at the Atlantic Council’s GeoEconomics Center.

Note: The author’s visit to Johannesburg was sponsored by the South African T20 secretariat.

The post Dispatch from South Africa: The G20’s center of gravity continues to shift appeared first on Atlantic Council.

]]>
After a lackluster G20 in South Africa, Trump can take the group ‘back to basics’ in 2026 https://www.atlanticcouncil.org/blogs/new-atlanticist/after-a-lackluster-g20-in-south-africa-trump-can-take-the-group-back-to-basics-in-2026/ Tue, 25 Nov 2025 16:08:14 +0000 https://www.atlanticcouncil.org/?p=890363 A 2026 agenda of economic and financial stability could refocus the group and make it more relevant.

The post After a lackluster G20 in South Africa, Trump can take the group ‘back to basics’ in 2026 appeared first on Atlantic Council.

]]>
One memorable impression left by the 2025 Group of Twenty (G20) Summit under South Africa’s presidency was the empty chairs: six leaders—from the United States, China, Russia, Nigeria, Mexico, and Argentina—were absent. Among these, the United States’ nonappearance was perhaps the most notable, since it is scheduled to host the group in 2026. While other countries sent lower-level representatives to the summit, Washington boycotted this year’s G20 since the beginning, skipping the ministerial preparatory meetings leading up to the November 22-23 summit. 

This wasn’t just about the Trump administration’s fraught relations with the South African government. Washington strongly objected to the G20 themes selected by the host—Solidarity, Equality, Sustainability. It also objected to the wide-ranging agenda, which included climate change and global wealth inequality, and US Treasury Secretary Scott Bessent complained that “the G20 has become the G100” due to the large number of invited countries (twenty-two nonmembers were invited). The United States also warned against the G20 issuing a statement at the end of the summit, arguing that given its objections, there is no consensus in the group. US President Donald Trump has even said that South Africa should not be in the G20 anymore.

Meeting participants agreed to issue a declaration at the beginning of the summit instead of the traditional concluding statement, although Argentina said that it did not endorse it. While South African President Cyril Ramaphosa and others have pointed to the declaration as proof of a successful G20 Summit, the declaration more likely reveals the fundamental differences among the group’s members.

So, where does this group go from here?

It’s easier to understand the challenges the 2025 G20 presidency encountered by comparing today’s international circumstances with those surrounding the summits in 2008 and 2009. In the depths of the global financial crisis in 2008, then US President George W Bush elevated the G20—which had started in 1998 as annual meetings of finance ministers and central bank governors in response to the Asian financial crisis—to the level of heads of state or government. Bush did this to move quickly to help coordinate policy measures to quell the crisis. Both the 2008 summit and the G20 Summit in London the following year succeeded in implementing significant and timely stimulus policies, together with pledges not to raise tariffs, to contain the crisis and set the stage for a recovery. Those two G20 summits also launched financial regulatory reforms and the Financial Stability Board to safeguard against future major financial crises. Looking back, it is clear that the factors facilitating the positive outcomes of those G20 summits also included a degree of mutual trust and the perception of common interests and purposes—now largely gone due to geopolitical contention. 

Rebuilding this sense of trust and common purpose will take more than one presidency but—to the relief of many members who fear a total US withdrawal from the G20—it appears that the United States will remain engaged with the group, not least because it will play host in the year ahead. Moreover, early indications are that it will take a “back to basics” approach to its presidency that could prove to be productive. The agenda of successive G20 summits have kept expanding to cover many topical issues, including climate finance, inclusive and sustainable growth, sovereign debt problems and global taxation. These have diluted the G20’s focus, making it difficult to come up with concrete solutions.

Trade tensions represent another longstanding factor behind the G20’s current dysfunction. During his first term, Trump raised tariffs against China to rectify its unfair trade practices. The fact that the second Trump administration has doubled down on tariffs—imposing these and other trade restrictions on most countries to different degrees—poses a challenge for future G20 meetings.

However, as the United States prepares to take over the G20 presidency in 2026, there is a chance that the “back to basics” agenda helps facilitate meaningful exchanges of views. As Bessent recently explained, the agenda currently promises to zero in on “unleashing economic prosperity by limiting, eliminating the burdens of regulations, unlocking affordable energy and pioneering new technologies.” In other words, an agenda of economic and financial stability could refocus the G20 and make it more relevant. At the same time, the G20 must overcome the current lack of mutual trust and shared interests to regain its role as the premier forum for global cooperation and coordination. 

With the right balance of “back to basics” and a willingness to negotiate key issues such as the range of policy measures to promote growth, energy security, and technological innovation, the Trump administration could make the next G20 Leaders’ Summit, scheduled to take place in December 2026 in Doral, Florida, more relevant than the one that just concluded.


Hung Tran is a nonresident senior fellow at the Atlantic Council’s GeoEconomics Center and senior fellow at the Policy Center for the New South. He is a former managing director at the Institute of International Finance and former deputy director at the International Monetary Fund.

The post After a lackluster G20 in South Africa, Trump can take the group ‘back to basics’ in 2026 appeared first on Atlantic Council.

]]>
Pınar Dost joins “Strait Talk” at TRT World to discuss the G20 Summit in South Africa https://www.atlanticcouncil.org/insight-impact/in-the-news/pinar-dost-joins-strait-talk-at-trt-world-to-discuss-the-g20-summit-in-south-africa/ Tue, 25 Nov 2025 14:13:14 +0000 https://www.atlanticcouncil.org/?p=896085 The post Pınar Dost joins “Strait Talk” at TRT World to discuss the G20 Summit in South Africa appeared first on Atlantic Council.

]]>

The post Pınar Dost joins “Strait Talk” at TRT World to discuss the G20 Summit in South Africa appeared first on Atlantic Council.

]]>
In Mozambique, US economic priorities hinge on security investments https://www.atlanticcouncil.org/blogs/africasource/in-mozambique-us-economic-priorities-hinge-on-security-investments/ Mon, 24 Nov 2025 20:31:00 +0000 https://www.atlanticcouncil.org/?p=890087 US-backed gas and mining projects could transform Mozambique’s economy, yet persistent terrorist violence threatens progress. Targeted security partnerships offer a path to protect communities and safeguard investments.

The post In Mozambique, US economic priorities hinge on security investments appeared first on Atlantic Council.

]]>

This article is the first in a series published by the Atlantic Council’s Africa Center and the GeoStrategy Initiative of the Scowcroft Center for Strategy and Security exploring the nexus between US security and economic interests across Africa.

On Africa’s southeastern coast along the Indian Ocean, Mozambique sits atop vast reserves of hydrocarbons and critical minerals. The country also controls a vital shipping corridor: the Mozambique Channel. Stretching between the mainland and Madagascar, this passage has become a critical chokepoint for commercial vessels seeking to bypass the pirate-ridden Red Sea.

Long overlooked by US policymakers, Mozambique’s resource wealth and strategic location have now brought it into the spotlight for foreign investment. Yet economic engagement in the country is anything but straightforward, as most of its assets are concentrated in the north—the same region where the Islamic State affiliate ISIS-Mozambique (ISIS-M) remains active.

For the United States, which increasingly seeks access to critical minerals and strategic resources—and remains committed to counterterrorism—this necessitates a twofold strategy: it must not only build commercial ties with Mozambique, but also strengthen security-sector cooperation to safeguard the country’s stability and economic potential.

From terrorism to trade?

Gas discoveries in the north during the 2010s catapulted Mozambique into the top ranks of global gas producers. Since then, the US Export-Import Bank (EXIM) and the US International Development Finance Corporation (DFC) have invested heavily in the country’s energy sector—and particularly in developing its liquefied natural gas (LNG) reserves—and more modestly in projects that support economic stability in northern communities. Today, the combined commitments of ExxonMobil’s Rovuma Basin LNG project and TotalEnergies’ investments in Mozambique exceed the country’s gross domestic product.

In March 2025, EXIM approved a $4.7 billion loan for LNG equipment and services. Similarly, DFC launched several projects, ranging from less than $175,000 to $1.5 billion, aiming to bolster energy security for large LNG ventures and the surrounding communities. Besides forming the basis for mutually beneficial economic engagement, the United States hopes that these investments help build resilience in areas that might otherwise tolerate or even support ISIS-M. Exxon’s and Total’s investments in Mozambique also represent key down payments to ensure a stable supply of non-Russian LNG for the United States and its allies. At the same time, they have already led to increased security coordination between Mozambique and the United States, proving that investment can drive engagement.

Violence in the north puts economic development at risk

Beyond its gas reserves, Mozambique hosts the Balama mine—one of the world’s largest graphite mines—along with several other emerging critical minerals sites. Mozambican graphite is used in steelmaking, nuclear reactors, lithium-ion batteries, and as a lubricant for heavy machinery—all essential to the US industrial base. In addition, new mining concessions continue to be announced across the country.

Yet progress toward exporting Mozambique’s LNG and critical minerals has been severely hampered by insecurity. ISIS-M’s terrorist attacks in the north, which began in 2017, pose a direct threat to major US energy and critical minerals investments in the province of Cabo Delgado. They not only disrupt local governance but also cause mass displacement and casualties. According to the Armed Conflict Location & Event Data Project (ACLED), Mozambique has witnessed 2,162 political-violence events and 6,165 total fatalities since 2017—2,554 of them civilian.

Mozambique was identified as a priority country under the Global Fragility Act (GFA), passed into law during the first Donald Trump administration. Despite that designation, meaningful policy attention and funding have not materialized. Instead, the current administration rescinded $200 million in GFA funds that would have been shared among Mozambique and eight other countries to promote stability near LNG and mining projects. This stands in stark contrast to the nearly $820 million in development assistance that Mozambique received in FY 2024, mostly for health programming.

Building stability through partnership and purpose

The Rwandan Defense Forces (RDF) first deployed to Mozambique in 2021 as part of the Southern African Development Community (SADC) mission in Mozambique and have since maintained a presence in the north. While imperfect, the RDF presence has helped reduce violence to the point that the TotalEnergies–ExxonMobil consortium recently lifted its force majeure declaration that froze its Cabo Delgado LNG project mid-construction in 2021. The mission—coordinated by Rwanda and SADC—reflects the oft-promoted principle of “African solutions to African problems.” Still, Rwanda’s efforts alone will not stabilize the area.

Given that Mozambique possesses strategic resources highly sought after in the United States and that its terrorist threat is manageable, the US administration—working with Rwanda and in partnership with France, Portugal, and other allies and partners with investments in Mozambique—should pool resources to stabilize the country. Such a diverse group working to promote Mozambique’s security and prosperity—while respecting the country’s sovereignty—would also align with the burden-sharing model the Trump administration aims to advance in its foreign engagements.

To reinforce regionally-led counterterrorism efforts that both preserve Mozambican lives and promote stability around key US investments, the Department of Defense and the State Department should expand security cooperation and security assistance in northern Mozambique—especially because failure to engage risks leaving US firms dependent on insufficient Rwandan support or Chinese security guarantees. US Special Operations Forces, with their unique capabilities in counterterrorism training and civil-military operations, could strengthen Mozambican and regional forces through joint combined exchange training, civil affairs projects, and military information support operations.  

Mozambique could point the way for US engagement in Africa

Combined with the local economic growth that energy and minerals projects bring, such efforts can pave the way for northern communities to no longer view ISIS-M as their only opportunity. Instead, US security investments should help rebuild trust in the state by delivering security, essential services, and livelihoods that reduce the appeal of extremism. Maritime forces from the United States and partners such as India should also conduct freedom of navigation operations in the Mozambique Channel to preserve open access to this vital trade artery. Finally, the State Department’s counterterrorism programs should strengthen community-security force cooperation to protect strategic investments and prevent further terrorist attacks. Security for communities will translate into security for assets. If Washington wants sustainable influence in Africa, it must align stability with shared prosperity.

As global competition for critical resources intensifies, Africa will serve as a testing ground for the fusion of finance and security. Modest, targeted investments in Mozambique’s stability—building on those already made by regional partners—and a focus on value creation represent the clearest example for how US capital can shape a security posture in Africa. Mozambican President Daniel Chapo’s visit to Washington in late October, where he met with US Vice President JD Vance and the chief executive officer of the DFC, underscores this growing convergence of economic and security priorities. As Chapo announced on the sidelines of this year’s United Nations General Assembly, “Mozambique is open for business.”

Indeed, integrated regional solutions supported by measured US engagement can help ensure Mozambique remains a stable and secure partner contributing to the US industrial base. Such a strategy could make the country a model of “security through investment”—a blueprint the United States could apply elsewhere in Africa.


Rose Lopez Keravuori is a nonresident senior fellow at the Atlantic Council’s Africa Center, an associate director at Strategia Worldwide, and chair of the board of advisors of GCR Group. She previously served as the director of intelligence at the US Africa Command.

Maureen Farrell is a nonresident senior fellow at the Atlantic Council’s Scowcroft Center for Strategy and Security and vice president for global partnerships at Valar, a Nairobi-based strategic advisory and risk firm. She previously served as the deputy assistant secretary of defense for African affairs and director for African affairs at the US National Security Council.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The GeoStrategy Initiative, housed within the Scowcroft Center for Strategy and Security, leverages strategy development and long-range foresight to serve as the preeminent thought-leader and convener for policy-relevant analysis and solutions to understand a complex and unpredictable world. Through its work, the initiative strives to revitalize, adapt, and defend a rules-based international system in order to foster peace, prosperity, and freedom for decades to come.

The post In Mozambique, US economic priorities hinge on security investments appeared first on Atlantic Council.

]]>
Welcome to the front lines of climate change https://www.atlanticcouncil.org/content-series/the-big-story/welcome-to-the-front-lines-of-climate-change/ Mon, 24 Nov 2025 16:59:23 +0000 https://www.atlanticcouncil.org/?p=875868 Climate-intensified disasters are on the rise. The goal of limiting warming to 1.5 degrees Celsius is slipping out of reach. Nation states can't seem to coordinate the aggressive action needed to cut emissions. One solution? Let cities lead.

The post Welcome to the front lines of climate change appeared first on Atlantic Council.

]]>
THE BIG STORY | November 24, 2025

Welcome to the front lines of climate change

 

Just before the United Nations’ annual climate conference kicked off in Brazil November 10, three hundred mayors gathered in Rio de Janeiro. C40, a coalition of big-city leaders that has long pushed to be included in decision-making about climate action, hosted the mayors for talks about dealing with the extreme heat, turbocharged storms, and other results of a changed climate. As the summit opened, the conference’s president André Corrêa do Lago stressed “the need to place cities at the center of climate negotiations.”

Is the mayors’ moment here? 

By Peter Engelke

Imagine standing on any street corner in any city center in the world: New York, Los Angeles, Tokyo, Shanghai, Delhi, Berlin, Dubai, Lagos, São Paulo, or thousands of others. You would see a bustling hive of activity, people conversing, working, selling, buying, playing, demonstrating, shipping, transporting, exercising, building, demolishing, loading, unloading, and a million other things besides. These scenes are both ancient and new: ancient in that they repeat countless similar activities on countless street corners over thousands of years; new in that the massive amounts of energy required by such activities in cities today are transforming the very planet we live upon.

Cities are where most of the world’s population lives, where the vast majority of its buildings, factories, companies, homes, and vehicles are located. They are also a central driver of anthropogenic climate change, accounting for 75 percent of global energy use and 70 percent of global carbon dioxide (CO2) emissions.1 But they are also where climate solutions will be found. The trick will be in minimizing the first and maximizing the second. As United Nations (UN) Secretary-General António Guterres has said, “Cities are where the climate battle will largely be won or lost.”2

If we are to decarbonize the global economy in time to ward off the worst climate impacts, then we are going to have to transform how thousands of cities around the world function, and how billions of people live, work, travel, and entertain themselves in cities.

Are cities up to the challenge of shaping a livable future for billions of people? Will the world’s nation-states enlist these powerful assets in the fight against climate change, helping cities find and scale up workable solutions?

Why cities matter

Cities can be a partner for—or a counterweight to—national governments.

The debate over how to reduce carbon emissions—decarbonization—typically focuses on nations: how China’s emissions stack up against India’s, for instance. Nations have the power as sovereigns to raise funds, direct investment, and drive policy. Yet the world’s national governments have failed to place binding limits on carbon emissions, with the nonbinding nationally determined contributions under the 2015 Paris Agreement being the most successful outcome of the United Nations Framework Convention on Climate Change process thus far. Unfortunately (and predictably), there has been little progress implementing those emissions caps: National governments’ current policies are insufficient to reach the Paris Agreement’s target of limiting warming to 1.5 degrees Celsius above preindustrial levels.3 (The 1.5-degree goal is swiftly disappearing as a realistic target. In 2024, the world’s hottest year on record, the global average temperature was 1.6 degrees Celsius higher than preindustrial levels.)4 Nor is progress guaranteed, as states’ decarbonization policies can change—including in the wrong direction—with electoral outcomes and shifts in priorities.5 The United States, to give a prominent example, scrapped its Paris Agreement commitments to cut emissions when President Donald Trump again withdrew the United States from the Paris Agreement on the first day of his second term.

Cities create wealth and power.

There is every reason for national governments to work with city governments on climate, for cities are among the greatest assets that countries have. Cities are an important element of national power: They are, the economist Edward Glaeser argued in his landmark 2011 book, Triumph of the City, gigantic value-adding machines. Why? People live close together in cities. This physical proximity leads to exchange, invention, cooperation, planning, and execution, enabling the formation of institutions—governments, stock exchanges, start-ups, factories, corporations, universities, philanthropies, hospitals, and much more.6 Proximity thereby creates wealth, through invention, innovation, collaboration, manufacturing, servicing, and a great many other valuable things besides. The data bear this out: Globally and on balance, the most urbanized countries are the wealthiest, the least urbanized the poorest.7

Cities are where most people live.

Although cities are among humanity’s oldest complex creations (the world’s first cities emerged at least five thousand years ago), it was not until recently in historical terms that a truly urbanized world emerged.8 Rising fossil fuel use was at the center of this shift. The Industrial Revolution, which captured energy from coal, was the turning point. Starting in northern Europe and expanding outward, the Industrial Revolution enabled mass urbanization, as steam-powered factories pulled workers off the land and into cities.9 The city’s appeal today is the same as it was when the revolutionary Boulton & Watt steam engines appeared in Birmingham, England, in the 1770s: Cities, per Glaeser, are where economic opportunities lie.10

The world is still going through this demographic realignment that began with the Industrial Revolution. In 2022, cities were home to 4.5 billion people, about 57 percent of the global population.11 Those figures will rise for decades to come, by 2050 to nearly 70 percent of the world’s population (6.7 billion city dwellers), with most growth occurring in Asia and Africa.12

The five sectors to green up

Cities will need to swiftly cut carbon emissions if global warming is to be limited to 1.5 degrees Celsius above preindustrial levels, the goal set under the 2015 Paris Agreement, or even 2 degrees given that the 1.5-degree goal in 2025 is already nearly moot.13 There are numerous ways in which cities can cut their emissions, including removing fossil fuels from electricity generation and power grids, making buildings more efficient (buildings account for roughly 40 percent of all greenhouse gas emissions), electrifying urban transport, shifting to nonmotorized modes such as the bicycle, reducing waste streams, decarbonizing urban infrastructure, and expanding local carbon sinks such as urban tree cover.14 This diversity of urban decarbonization can be grouped into five main categories—electricity, buildings, transportation, waste, and carbon sinks and offsets—from which most local emissions are generated.

Examples of urban creativity across these five priority sectors can be found nearly everywhere in the world.

Tokyo in 2010 became the first city in the world to implement a mandatory CO2 cap-and-trade program, focused on the metropolitan area’s largest CO2 emitters (factories, large buildings, and so on).15

Paris is implementing Plan Vélo to substantially increase the share of residents traveling by the greenest mode of travel—the bicycle. The plan will dramatically expand the city’s network of bicycle lanes, prioritize cyclists on streets and at intersections (via traffic lights and other traffic rules), expand bicycle parking throughout the city, and otherwise encourage cycling at the expense of driving.16

Cape Town is piloting waste-to-energy plants to reduce methane releases from the city’s landfills, with an eventual goal of generating 7-9 megawatts of electricity. For decades, Cape Town has been a sustainability pioneer, having experimented with numerous approaches to reducing the city’s carbon emissions through renewable energy projects.17

Melbourne is piloting a neighborhood battery system that will store renewable energy generated during the daytime and then release it to communities—residents and small businesses—in the evenings when it is most needed.18

Medellín has planted thousands of trees and hundreds of thousands of shrubs along “green corridors”—roads and waterways—to cool temperatures in the city during heatwaves.19

A neighborhood battery in Melbourne, Australia. The local government installed three large batteries around the city in 2024 to store renewable energy for city residents to use. Photo courtesy energy.vic.gov.au

The scale of urban decarbonization at the global level is enormous, given the thousands of cities and billions of structures, vehicles, and people that will be involved if the world’s cities are to be successfully decarbonized. In the building sector alone, new urban construction will have to be much less carbon intensive—projections show that some 40 percent of all buildings that will exist in 2050 are not yet built—while the stock of existing buildings will have to be renovated.20 Global energy demand in buildings continues to rise, owing (mostly) to rapid urbanization in a few world regions—Africa, the Middle East, the Asia-Pacific, and Eurasia. Most of the projected growth will occur in emerging economies that lack advanced energy-efficient building codes. However, there is enormous opportunity here as well: The adoption of efficiency codes for new buildings can help all economies, advanced and emerging; make buildings more energy efficient; spur demand for renewable sources of energy; and boost climate resilience by, for example, enabling buildings to better withstand heatwaves.21

An important piece of good news here is that local leaders tend to see decarbonization as a positive for their cities, rather than a negative. Decarbonization strategies in cities, if envisioned and implemented smartly, can enhance urban livability, address inequities for historically marginalized communities, reduce climate impacts, improve the local environment, and boost local economic competitiveness all at once. This positivity springs in large part from the pragmatism that abounds in cities. Cities are in constant flux as economic, demographic, environmental, technological, cultural, social, political, and other driving forces change in real time. To stay in office, mayors and city councils must competently anticipate and manage these forces.22Increasingly, they seem to understand that the creation of a livable, healthy, safe, and sustainable environment buttresses their cities’ economic fortunes. They understand that the global competition for talent requires that their cities offer, all at once, a high quality of life, a clean environment, economic opportunity, and inclusive and competent governance.

In cities, these things are always linked because cities—as Glaeser has written—are where everything happens in one physical place. There is simply no way for local officials to avoid having to manage all these items at the same time. Hence cities are laboratories of policy experimentation, where bold initiatives can be trialed and then adopted, refined, or discarded.

The policymaking behind bus lanes and better building codes

Policy experimentation is commonplace in the world’s cities. In Valencia, Spain, the city government has built a decarbonization agenda around four pillars—energy efficiency, renewable energy, green infrastructure, and sustainable mobility. In each of these areas, Valencia’s efforts have focused on reducing carbon emissions while increasing the city’s livability and economic viability, a trifecta that city leaders insist is the right way to look at the decarbonization problem.23 While Valencia has been working to reduce emissions, in October 2024 it fell victim to climate-driven disaster. Extreme rainfall generated unprecedented flooding in the city, demolishing parts of it and costing hundreds of lives. The event speaks to the need to build greater urban disaster resilience including through nature-based solutions.24 In Rotterdam, Europe’s busiest port city, energy and shipping companies, local politicians, academics, architects and city planners, and civil society leaders generated the 2019 Rotterdam Climate Agreement, which sought to reduce greenhouse gas emissions by nearly 50 percent by 2030 through a three-pronged strategy: energy efficiency, low-carbon energy generation, and sustainable transportation.25 Six years on, the latest data available from the Port of Rotterdam and surrounding industrial area showed a faster-than-projected drop in greenhouse gas emissions.

In January 2024, New York City began implementing a long-awaited building performance standard, Local Law 97, which requires owners to retrofit their buildings to reduce carbon emissions (buildings generate about two-thirds of New York City’s greenhouse gas emissions).26New York’s regulation, viewed as one of the earliest and most important in the world, was well ahead of the federal government’s policymaking curve.27 This phenomenon is not unusual. A 2022 survey conducted by the Organisation for Economic Co-operation and Development found that 88 percent of cities and regions required higher energy standards in buildings than did their national governments.28

Cities are also banding together. For example, mayors and city councils in Mexico City, Medellín, Rio de Janeiro, Curitiba, San Salvador, São Paulo, and elsewhere in Latin America have been experimenting with a variety of efforts aimed at decarbonization and environmental protection, in some cases for many years, and have been working together in city-based coalitions to engage on these issues.29

A few of these Latin American cities long have been acknowledged as world leaders—Curitiba, Brazil, for instance, is regarded as one of the world’s most sustainable cities. Starting under the visionary guidance of legendary mayor Jaime Lerner, Curitiba in the 1970s began innovative and highly successful programs focused on green space, environmental education, recycling, and transportation. (Lerner once enlisted hundreds of children to sit upon and paint a newly opened pedestrian street, thereby preventing a motorists’ protest that was planned for the same time on the same street; his creative intervention allowed the people-friendly innovation to survive.)30 Curitiba’s most famous innovation, bus rapid transit, privileged mass transit over cars on the city’s streets and became a model for city planners around the world.31

For cities to maximize their individual and collective decarbonization efforts, local and national climate policies should match in a mutually reinforcing cycle. National governments have a critical, even foundational, role to play, through setting performance floors and providing much-needed funding to support local investments of all kinds, including but not limited to infrastructural investments. It is critical that national governments also encourage state and local governments to experiment with their own solutions, as with New York’s Local Law 97.

Synergies between local and national authority are not a given, however. California, for example, long has been empowered under federal Clean Air Act requirements to set its own more stringent automobile emissions standards. Owing to California’s massive consumer market, historically the state’s adoption of stricter emissions standards has driven automobile manufacturers to comply with these tighter standards—an example of a subnational standard leading to national-level improvements the national government might not have been able to achieve on its own.32Yet the so-called California waiver under the Clean Air Act might be coming to an end. The Trump administration is suing the state of California to end its implementation of more stringent emissions requirements under the waiver.33

Decarbonization policies are often controversial when they are first proposed and implemented, as New York’s building performance standard has been. This political fact requires city leaders to design inclusive processes that incorporate the views of residents. Attempts to do otherwise will fail on political grounds. Cleveland, for example, has spent years building the groundwork for a broad-based decarbonization strategy that is inclusive of historically marginalized perspectives—the city residents whose neighborhoods were divided by highway construction or lost jobs when factories closed or who live too far from bike lanes or bus stops to benefit from those investments. In conversation, Cleveland’s stakeholders stress that such efforts are difficult and time consuming, yet ultimately rewarding.34When citizens and key stakeholders are systematically consulted, as they have been in Cleveland, Valencia, Rotterdam, and many other places, cities can enjoy sustained progress around a coherent decarbonization agenda.

Children take part in a 2022 workshop in Paris to teach children to bike safely and independently. The workshops are part of the city’s Plan Vélo launched in 2015 with a goal of making the entire city bikeable by 2026. Bicycle use in Paris rose by 54 percent in a single year during the plan’s first phase. Xose Bouzas / Hans Lucas via Reuters Connect

As nations stall, cities band together

Cities and intercity networks form a parallel global governance architecture, a counterweight to an unreliable international system. Cities therefore constitute a steady presence on the global landscape, a cooperative constant within an international system that is becoming less so. National governments, international institutions, and foreign and security policy communities alike should regard cities and the people who run them—city governments and local stakeholders—as allies in the fight against all manner of international challenges, climate change first among them. Cities bring unique strengths, including creativity, innovativeness, global outlook, and flexibility, to the table in finding positive-sum solutions to concrete problems.

Cities are far from parochial actors focused only on their own issues: Transnational cooperation is a hallmark of urban governance, especially for the world’s largest cities such as New York or Tokyo (but also for many of its smaller ones).35 Cities do not exist in a state of geopolitical competition as do nation-states. China and the United States both have an interest in slowing climate change, but their on-again, off-again bilateral climate diplomacy has been hampered by geopolitical suspicion.36 City governments are freed from existential worry about geopolitical power, allowing them to devote their efforts to pragmatic and cooperative problem-solving across national borders. (Geopolitics does have a hand here, if indirectly. China’s rapid growth to global power starting in the early 1980s was centered on its cities. Now China, in a bid to augment its power via the Belt and Road Initiative, is pouring huge sums into transforming cities from Asia to Europe to Africa.)37

Over the past several decades, local governments have formed numerous city associations dedicated to tackling climate change and other problems at the global level. These include C40 Cities, United Cities and Local Governments, ICLEI–Local Governments for Sustainability, Metropolis, the Global Covenant of Mayors for Climate and Energy, and the Resilient Cities Network.38 These networked associations share best practices, build interurban solidarity, and augment cities’ collective impact within global climate negotiations. For example, two organizations, the Global Taskforce of Local and Regional Governments and the Local Governments and Municipal Authorities Constituency, formally represent subnational governments within the UN system, including at the UN’s annual climate summits.39

The upshot is that cities and their associations are not vassals but agents in world affairs. As Simon Curtis, a scholar of intercity diplomacy, has written, “Nation-states need quickly to realize the potential of global cities and take steps to empower them to meet the global challenges of the twenty-first century … [by allowing them] more fiscal autonomy and [giving] them a louder, more influential voice in the deliberations of international organizations.”40 And individual cities and city networks (along with supportive institutions such as philanthropies) should continue to deepen and expand their cooperative decarbonization efforts.

Channeling Guterres, the climate problem is an urban one. Cities are at the heart of the global economy and therefore at the center of both the problem of climate change as well as its solution. If the world’s cities can be decarbonized, they will deliver what they are supposed to deliver—prosperity and a high quality of life to billions of people—at low ecological cost.

Cities around the world have proven their willingness to innovate in pursuit of these goals. Whether national governments will support their efforts remains an open question—and one on which the planet’s future may hinge.

About the author

Peter Engelke is a senior fellow at the Atlantic Council’s Scowcroft Center for Strategy and Security and its Global Energy Center. He is on the adjunct faculty at Georgetown University’s School of Continuing Studies and is a frequent lecturer to the US Department of State’s Foreign Service Institute. He was previously a member of the World Economic Forum’s Global Future Council on Complex Risks, an executive-in-residence at the Geneva Centre for Security Policy, a Bosch fellow with the Robert Bosch Foundation, and a visiting fellow at the Stimson Center.

Subscribe to our daily newsletter to receive the best expert intelligence on world-changing events

Articulated buses pull into a terminal in Curitiba, Brazil. Curitiba pioneered bus rapid transit in the 1970s with dedicated bus lanes and protected bus shelters—creating a mass-transit system that reduces car use for much less money than building a new subway or light rail would cost. Video by bydronevideos/Storyblocks

1    Data from Empowering Cities for a Net Zero Future, International Energy Agency, 2021, https://www.iea.org/reports/empowering-cities-for-a-net-zero-future, 12.
2    Guterres said this in a 2019 speech. See UN Climate Change News, “Guterres: ‘Cities Are Where the Climate Battle Will Largely Be Won or Lost,’” United Nations Climate Change, October 11, 2019, https://unfccc.int/news/guterres-cities-are-where-the-climate-battle-will-largely-be-won-or-lost.
3    Lindsay Maizland, “Global Climate Agreements: Successes and Failures,” Council on Foreign Relations, December 5, 2023, https://www.cfr.org/backgrounder/paris-global-climate-change-agreements. The Paris Agreement lists two targets, 1.5 and 2 degrees Celsius, where countries should “pursue efforts” to limit warming below the former to keep temperatures “well below” the latter. The 1.5-degree-Celsius threshold is used here because scientists then (and now) assert that breaching that threshold likely will result in extreme Earth system consequences. For a short review, see Esme Stallard, “What Is the Paris Climate Agreement and Why Does 1.5C Matter?” BBC News, February 8, 2024, https://www.bbc.com/news/science-environment-35073297.
4    Kirsty McCabe, “World Exceeds 1.5°C Threshold for Entire Year for the First Time,” Met Matters, January 10, 2025, https://www.rmets.org/metmatters/world-exceeds-15degc-threshold-entire-year-first-time.
5    See, e.g., Simon Evans and Verner Viisainen, “Analysis: Trump Election Win Could Add 4bn Tonnes to US Emissions by 2030,” Carbon Brief, March 6, 2024, https://www.carbonbrief.org/analysis-trump-election-win-could-add-4bn-tonnes-to-us-emissions-by-2030/.
6    Edward Glaeser, Triumph of the City: How Our Greatest Invention Makes Us Richer, Smarter, Greener, Healthier, and Happier (New York: Penguin, 2011).
7    United Nations, Department of Economic and Social Affairs, Population Division, World Urbanization Prospects 2018 Highlights, 2018, https://population.un.org/wup/Publications/Files/WUP2018-Highlights.pdf, fig. 3, p. 8.
8    The Mesopotamian settlements of Uruk and Tell Brak might have been the world’s first cities, settled between the sixth and fourth millennia B.C., although some archaeologists argue that the first cities emerged even earlier, in present-day Israel and Turkey. See Bridget Alex, “Which Ancient City Is Considered the Oldest in the World?” Discover Magazine, August 28, 2020, https://www.discovermagazine.com/planet-earth/which-ancient-city-is-considered-the-oldest-in-the-world.
9    Although an oversimplification, the argument is that cities “pull” workers off the land, as people see brighter futures for themselves and their families in them. Frequently, rural economies also “push” workers toward cities, as on-farm mechanization reduces the demand for farm labor (a process linked to industrialization). See Remi Jedwab, Luc Christiaensen, and Marina Gindelsky, “Demography, Urbanization and Development: Rural Push, Urban Pull and … Urban Push?” Journal of Urban Economics 98 (March 2017): 6-16, https://doi.org/10.1016/j.jue.2015.09.002.
10    See J.R. McNeill and Peter Engelke, The Great Acceleration: An Environmental History of the Anthropocene since 1945 (Cambridge: Harvard University Press, 2016), ch. 3. On James Watt and Matthew Boulton, inventors of the first practical steam engine that enabled the first Industrial Revolution, see “James Watt, Scottish inventor,” Britannica, February 23, 2024, https://www.britannica.com/biography/James-Watt.
11    “Urban population” and “Urban population (% of total population),” World Bank Open Data, n.d., https://data.worldbank.org, accessed July 2024. The UN’s Population Division aggregates data from UN member states that define the term “urban” differently. “Urban” therefore includes central cities, suburbs, exurbs, and towns. The underlying point about rising urbanization globally remains sound and is supported by myriad data streams collected by numerous institutions around the world, the UN included. See UN Department of Economic and Social Affairs, “Frequently Asked Questions,”World Urbanization Prospects 2018, n.d., https://population.un.org/wup/General/FAQs.aspx, accessed July 2024.
12    Hannah Ritchie, Veronika Samborska, and Max Roser, “Urbanization,” Our World in Data, February 2024, https://ourworldindata.org/urbanization.
13    For a short primer on the 1.5-degree-Celsius benchmark goal, see Jennifer Chu, “Explained: The 1.5 C Climate Benchmark,” MIT News, August 27, 2023, https://news.mit.edu/2023/explained-climate-benchmark-rising-temperatures-0827. For an assertion of the importance of cities in limiting such warming, see H. de Coninck et al., “Strengthening and Implementing the Global Response,” in Global Warming of 1.5°C: An IPCC Special Report on the Impacts of Global Warming of 1.5°C above Pre-industrial Levels and Related Global Greenhouse Gas Emission Pathways, in the Context of Strengthening the Global Response to the Threat of Climate Change, Sustainable Development, and Efforts to Eradicate Poverty, edited by V. Masson-Delmotte et al. (Cambridge and New York: Cambridge University Press, 2018), doi:10.1017/9781009157940.006, 313-444.
14    Samantha Linton, Amelia Clarke, and Laura Tozer, “Technical Pathways to Deep Decarbonization in Cities: Eight Best Practice Case Studies of Transformational Climate Mitigation,” Energy Research & Social Science 86 (April 2022), https://doi.org/10.1016/j.erss.2021.102422.
15    “Japan—Tokyo Cap-and-Trade Program,” International Carbon Action Partnership, n.d., https://icapcarbonaction.com/en/ets/japan-tokyo-cap-and-trade-program, accessed July 2024.
16    “Un nouveau plan vélo pour une ville 100% cyclable,” City of Paris, March 28, 2024, https://www.paris.fr/pages/un-nouveau-plan-velo-pour-une-ville-100-cyclable-19554.
17    Ruth Arteaga, “Cape Town Turns Landfill Waste into Energy Gold,” Inspenet, May 1, 2024,https://inspenet.com/en/noticias/convert-landfill-waste-into-energy/; Renewables in Cities: 2021 Global Status Report: Case Studies (REN21, 2021), https://www.ren21.net/wp-content/uploads/2019/05/REC_2021_case-studies_en.pdf.
18    “Power Melbourne,” City of Melbourne, n.d., https://www.melbourne.vic.gov.au/about-melbourne/sustainability/power-melbourne/Pages/power-melbourne.aspx, accessed July 2024; “New Partnership to Ignite Power Melbourne,” Mirage News, January 30, 2024, https://www.miragenews.com/new-partnership-to-ignite-power-melbourne-1163253/.
19    Alcaldía de Medellín: Growing a Cooler City,” Ashden, n.d., https://ashden.org/awards/winners/alcaldia-de-medellin/, accessed July 2024.
20    Climate Action Pathway: Human Settlements: Executive Summary (Bonn: United Nations Climate Change, 2020), https://unfccc.int/sites/default/files/resource/ExecSumm_HS_0.pdf, 3.
21    Beyond Foundations: Mainstreaming Sustainable Solutions to Cut Emissions from the Buildings Sector, United Nations Environment Programme, 2024, https://doi.org/10.59117/20.500.11822/45095, 26-36.
22    These are core arguments advanced in Benjamin Barber, If Mayors Ruled the World: Dysfunctional Nations, Rising Cities (New Haven: Yale University Press, 2013).
23    See Peter Engelke and Joseph Webster, “Valencia, Spain: Decarbonization through Innovative Partnerships,” Atlantic Council, March 22, 2023, https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/valencia-spain-decarbonization-through-innovative-partnerships/.
24    Francisco Garcia Sanchez and Dhanapal Govindarajulu, “Valencia Floods Showed Why Coastal Cities Should Restore Their Wetlands,” The Conversation, December 19, 2024, https://theconversation.com/valencia-floods-showed-why-coastal-cities-should-restore-their-wetlands-245621; Ashifa Kassam and Faisal Ali, “Why Were the Floods in Spain So Bad? A Visual Guide,” The Guardian, November 1, 2024, https://www.theguardian.com/world/2024/oct/31/why-were-the-floods-in-spain-so-bad-a-visual-guide.
25    See Peter Engelke and Joseph Webster, “Rotterdam, Netherlands: An Integrated Approach to Decarbonization,” Atlantic Council, March 22, 2023, https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/rotterdam-netherlands-an-integrated-approach-to-decarbonization/.
26    Jennifer A. Kingson, “New York Jump-Starts the ‘Building Decarbonization’ Trend,” Axios, January 9, 2024, https://www.axios.com/2024/01/09/building-decarbonization-local-law-97-new-york-climate-change. See also “What Is Local Law 97?” Urban Green, February 2023, https://www.urbangreencouncil.org/what-we-do/driving-innovative-policy/ll97/.
27    The Biden administration created a National Building Performance Standards Coalition dedicated to highlighting this policy arena. State and local governments comprise the coalition’s membership and are driving its policy agenda. See the coalition’s website at https://nationalbpscoalition.org.
28    As cited in Global Monitoring of Policies for Decarbonising Buildings: Multi-level approach. Policy Highlights, OECD, 2024, https://www.oecd.org/cfe/cities/OECD_Global_Monitoring_of_Policies_for_Decarbonising_Buildings_Multilevel_Approach_2024.pdf, 12.
29    A summary of such efforts can be found in Robert Muggah and Mac Margolis, “Overheating Megacities Are a Climate Problem and Solution: A Latin America Case Study,” World Economic Forum, August 31, 2022, https://www.weforum.org/agenda/2022/08/overheating-megacities-climate-problem-best-solutions/.
30    Mike Power, “Common Sense and the City: Jaime Lerner, Brazil’s Green Revolutionary,” The Guardian, November 5, 2009, https://www.theguardian.com/environment/blog/2009/nov/05/jaime-lerner-brazil-green.
31    For a short summary of Curitiba’s many innovations, see Andrew Krosofsky, “How Curitiba, Brazil Became One of the Most Sustainable Cities on Earth,” Green Matters, March 19, 2021, https://www.greenmatters.com/p/curitiba-sustainable.
32    The “California waiver,” as it is called, has been particularly controversial in recent American politics. For a review, see Jeremy Esterkin, Rick R. Rothman, and David K. Brown, “Environmental Protection Agency Reinstates California Emissions Waiver,” Morgan Lewis, March 9, 2022, https://www.morganlewis.com/pubs/2022/03/environmental-protection-agency-reinstates-california-emissions-waiver.
33    Jonathan Stempel and Bhargav Acharya, “US Sues California to Block Tough Emissions Standards for Trucks,” Reuters, August 15, 2025, https://www.reuters.com/legal/litigation/us-sues-california-block-tough-emissions-standards-trucks-2025-08-15/.
34    Peter Engelke, Joseph Webster, and Maia Sparkman, “Cleveland, Ohio: Promoting a Local and Just Energy Transition,” Atlantic Council, March 5, 2024, https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/cleveland-ohio-promoting-a-local-and-just-energy-transition/.
35    See, e.g., Barber, If Mayors Ruled the World.
36    For a summary of the November 2023 bilateral climate talks between the two nations’ climate envoys, John Kerry and Xie Zhenhua, see Zack Coleman and E&E News, “U.S. and China Reach New Climate Agreement,” Scientific American, November 15, 2023, https://www.scientificamerican.com/article/u-s-and-china-reach-new-climate-agreement/.
37    Simon Curtis and Ian Klaus, “China’s Path to Power Runs through the World’s Cities,” Foreign Affairs, November 27, 2023, https://www.foreignaffairs.com/china/chinas-path-power-runs-through-worlds-cities.
38    For more about these associations, visit their websites: C40 Cities at https://c40.org; United Cities and Local Governments at https://uclg.org; ICLEI–Local Governments for Sustainability at https://iclei.org; Metropolis at https://metropolis.org; Global Covenant of Mayors for Climate and Energy at https://www.globalcovenantofmayors.org; and Resilient Cities Network at https://resilientcitiesnetwork.org. Many of these are based in Europe, including Eurocities (https://eurocities.eu), NetZeroCities (https://netzerocities.eu), and the Climate Alliance (https://climatealliance.org)
40    Simon Curtis, “Global Cities in the International System: A New Era of Governance,” Chicago Council on Global Affairs, November 28, 2018, https://globalaffairs.org/commentary-and-analysis/blogs/global-cities-international-system-new-era-governance.

The post Welcome to the front lines of climate change appeared first on Atlantic Council.

]]>
Why Ankara’s rising power in the Sahel could benefit the West https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/why-ankaras-rising-power-in-the-sahel-could-benefit-the-west/ Wed, 19 Nov 2025 14:00:00 +0000 https://www.atlanticcouncil.org/?p=888402 Turkey offers a rare channel in the Sahel that the West could use to recalibrate its approach to the region.

The post Why Ankara’s rising power in the Sahel could benefit the West appeared first on Atlantic Council.

]]>

Bottom lines up front

  • Arms and infrastructure deals have steadily bolstered Turkey’s standing as a reliable partner in the Sahel, where coups disrupted French and US roles.
  • Turkey’s “solution-based” diplomacy contrasts sharply with Russia’s security-first playbook in Africa, yet they operate in parallel rather than competing in the countries with military juntas.
  • Ankara must decide whether to align more openly with Russia in the Sahel or mediate and potentially counter Russian influence, potentially coordinating with the West on security strategy.

As the US role in the Sahel is weakening, Turkey’s role is rising. With new defense agreements, increasing diplomatic engagements, and joint economic development projects with new, junta governments that espouse anti-colonial rhetoric in Burkina Faso, Mali, and Niger, Turkey finds itself working in the same theater as the Kremlin to fill the void left after Western forces departed. Turkey’s new trusted status among Sahelian governments and its state-led approach make it one of the nations positioned to influence regional security dynamics during a time when other Western powers are constrained. Although Turkish efforts in the Sahel have been primarily based on its own strategic ambitions and national interests, Ankara’s growing influence offers a rare channel through which the United States and its allies could recalibrate their approaches to the region. 

The Sahel’s break with the West 

Since these coups and the establishment of military juntas in Mali, Niger, and Burkina Faso, France and the United States have faced the annulment of defense agreements in the region, French and US troops have withdrawn from the region, the European Union’s Takuba Force ceased anti-Jihadist operations in Mali, and, in January, Niger revoked a counterterrorism accord with the United States, demanding the withdrawal of 1,000 US troops from the country. The United States has laws that prohibit it from assisting governments that have overthrown democratic governments, including clear guidance from the US State Department against foreign assistance to Niger, and now Washington finds itself without a clear role in the Sahel.

The region’s Western-backed security architecture has collapsed: Three withdrawals (i.e., Mali, Burkina Faso, and Niger) prompted the dissolution of the Group of Five (G5) for the Sahel. The same three departures from the Economic Community of West African States (ECOWAS) has left the Sahel searching for new patrons and new strategic frameworks. Mali, Burkina Faso, and Niger, for example, have formed the Alliance of Sahel States (AES), a political and defense bloc that rejects old alignments. To fill the new defense void, alternative partners without the baggage of colonial legacy—most notably Russia and Turkey—have stepped in, offering defense cooperation without the governance conditions demanded by the West. 

The United States, which provided humanitarian aid, economic investment, and security forces to the region for roughly a decade prior to the coups, lost much of its ability to advance regional security interests when it was pushed out of the region. Its ability to monitor threats in the region and in neighboring countries like Libya, coordinate strategies with local forces, and access crucial intelligence was significantly degraded. Although US security operations in the region have been constrained by new partnerships, it still has options. Opportunities remain through indirect engagement—particularly with actors that retain both credibility on the ground and diplomatic standing in the West. Turkey is one of the only powers operating in the Sahel that meets both criteria.

Turkey’s role amid a shrinking Western presence, rising Russian influence

Turkey’s military cooperation in the Sahel draws on nearly two decades of experience positioning itself as a rising power in Africa, rooted in its 2003 ​​​​Strategic Depth​ doctrine and early initiatives like the “Strategy for the Development of Economic Relations with Africa” and the “year of Africa” in 2005—the same year it secured observer status in the African Union. Initially, Turkey relied on soft power, leveraging shared Ottoman heritage, cultural diplomacy, and economic partnerships to expand its influence. However, what began as a soft-power push—through development aid, cultural ties, and embassy openings—has evolved into a defense and infrastructure strategy, especially under President Recep Tayyip Erdoğan’s aim to position Turkey as a leader among emerging powers. Turkish delegations have conducted regular visits to AES capitals, striking arms and infrastructure deals while pursuing bilateral military agreements.  

At the same time, Russia, too, has made swift inroads. It is capitalizing on anti-colonial sentiment and offering support through its largest private military company, the Wagner Group, to provide “training, close protection, and counter-terrorism operations.” Through proxy forces, Russia has gained access to political influence and resource extraction in exchange for security-force training, arms deals, and protection of junta leaders. Russia’s use of proxy forces has allowed it to distance itself from Russian casualties and military failures. 

However, Russia’s war in Ukraine has slowed its operations in the Sahel. Across AES, Russian forces are stretched thin. Despite Russia’s success in stabilizing the Touadéra regime in the Central African Republic in 2021—a conflict that gave Russia defense legitimacy despite the fact that Sahel—Russian forces have largely been unsuccessful. In 2024, fifty-one percent of global terrorism-related deaths took place in the Sahel. This was the deadliest year in the Sahel’s history as the region remains mired in conflict and plagued by violent insurgencies, fragile state institutions, and waning international engagement. 

​​​​In the Sahel, Turkey can play the same role as Russia. Turkey can offer Sahelian militaries affordable, “rapidly deployable” equipment. And Russia, which has been struggling to keep up with military-industrial demands, is an increasingly unreliable partner. Sahelian clients grew more discontented with the Russian proxy forces’ unsuccessful operations and inability to fulfill weapons contracts, and the Wagner Group officially left Mali, announcing on Telegram that its mission was accomplished. In its place, Russia plans to consolidate its troops under the Russian Ministry of Defens​​​​e-backed Africa Corps. Reestablishing connections, building trust, and establishing higher capacity supply lines will take time; meanwhile, alternative partners like Turkey are in place in the Sahel and can take advantage of the Kremlin’s declining foreign-operations capacity. 

In contrast to Russia’s focus on mercenary deployments and ​​​​direct-combat missions, Turkey offers a more varied tool​ ​kit: combining diplomacy, state-to-state defense deals, economic engagement, intelligence sharing, and technology transfers. Turkey’s defense industry, particularly its drone sector, made early moves into the African market, supplying low-cost, high-capability platforms like Baykar’s Bayraktar TB2 and Akinci drones. These have become cornerstones of AES air power, and are ​​​​​often more cost-effective​ than systems from Iran, Israel, or even Russia. 

Turkey is now the main producer of combat drones for Africa, according to the Africa Center for Strategic Studies (part of the US Department of Defense). In December 2024 Mali received Turkish Akinci drones in addition to its eight TB2 drones; Niger has purchased six TB2 drones, five Karayel-SU drones, and Aksungur drones; and Burkina Faso has purchased at least six TB2s and two Turkish Akinci drones. These drones are managed and operated out of local airbases, like the Niamey air base in Niger or the Bamako Air Base 101 in Mali, and are managed by a “hyper-closed circle” of high-ranking officials. In early April 2025, Mali was also found to be using MAM-T bombs 20 kilometers from its border with Algeria when a Turkish-made Akinci drone was shot down. This was the first time the Malian armed forces were found to be using MAM-T bombs, which are guided, high-explosive fragmentation munitions that can be strapped to Bayrak drones, and are manufactured by Turkish company Roketsan

On the ground, Turkey’s engagement increasingly makes up for declining Russian power. Turkish drones and, ​​​​​​reportedly, Turkish-hired Syrian mercenaries disrupt insurgent operations in areas where state forces are absent, helping to alleviate local manpower shortages. ​​​​​Although unconfirmed, Sadat, a private Turkish military contractor often referred to as Erdogan’s “parallel army,” was alleged to have sent more than one thousand Turkish-trained Syrian mercenaries to Niger and Burkina Faso in 2024, ​​​​tasked with protecting mines, petroleum infrastructure, and military installations​. This is not the ​​first time​​ Sadat has been accused of using Syrian ​​mercenaries​​ in foreign conflicts.

Already, Turkey has increased intelligence-sharing capabilities in the region through its intelligence agency, Milli İstihbarat Teşkilatı, which recently opened a hub in Niger. Its growing network​ of embassies, companies, and security personnel across the Sahel gives Ankara access to critical information, which can influence security operations.

Turkey’s economic expansion in the Sahel

Turkey has slowly expanded its influence in the Sahel by expanding its security operations simultaneously with its commercial agreements. 

While the AES has implicitly distanced itself from former colonial powers through new security partnerships and arms contracts, the three states are also turning to alternative partners for economic support. They had perceived prior Western economic conditions as unfair and are seeking more beneficial economic relationships. After revoking mining licenses and pulling out of economic partnerships with the West, the Sahel now needs new partners to help develop its potentially lucrative energy and raw materials sectors.  

Since the 2010s, Turkey has increasingly engaged with Africa’s energy sector, leveraging its 2017 National Energy and Mining Policy to enhance its energy independence. It has signed agreements with at least seventeen African countries across North, West, and East Africa, as well as the Horn of Africa, focusing on renewables and critical minerals. Trade volumes between Turkey and Africa increased from ​​​​$5.4 billion in 2003 to $40.7 billion in 2022, and a ​​​​growing number of Turkish companies are expanding their operations in Africa. 

Turkey now has greater reason to diversify its imports away from Russia and Iran— given the disruption of trade patterns by conflicts in Ukraine, the Mediterranean, and the Middle East—and toward Africa. The Sahel’s underdeveloped energy sector offers Turkey a foothold in new supply routes and economic opportunities.  

A Turkish energy company has taken a leading role in Mali, supplying 60 megawatts of power and building a heavy fuel oil power plant. Turkish exports to Mali rose from $87 million in 2021 to $111 million in 2023. Similarly, Turkey has boosted trade with Burkina Faso, despite regulatory hurdles in the mining sector. Exports rose from less than $100 million prior to 2020 to $166 million in 2024, reflecting Ankara’s deeper economic engagement with the new military government. 

In the Sahel region, Niger has traditionally been Turkey’s strongest energy partner in the region. Turkey and Niger have signed bilateral mining agreements and oil and natural gas agreements, established a working committee​ to expand economic cooperation, and held leadership-level discussions about infrastructure development projects​ in northern Niger. Turkish firms have been uniquely willing to engage in high-volatility regions, implementing critical infrastructure, energy, and mining projects simultaneously with increased defense cooperation. 

The Sahel’s mineral wealth is critical to Turkey’s industrial ambitions and plans to become a processing hub for critical minerals. Turkey’s defense industry depends heavily on critical minerals used in advanced weaponry, aerospace systems, and batteries and, at the same time, Turkey’s rising clean technology industry has accelerated the need for lithium, nickel, copper, and other raw minerals. While Turkey is beginning to build up its raw mineral processing capabilities in an attempt to limit foreign control over critical supply chains, Ankara is in search of suppliers for these materials.  

With limited domestic reserves and rising industrial needs, Ankara is targeting the region’s large supplies of raw materials. Mali is Africa’s second-largest lithium producer; Niger is a leading exporter of uranium; and Burkina Faso is a major gold supplier. Though Turkey has domestic reserves of tungsten, graphite, and cobalt, access to the Sahel’s minerals enables Turkey to compete in global markets and develop its own processing base. 

Through diplomatic and corporate efforts, Turkey has tried to secure access to gold and uranium in Niger, the world’s seventh-largest producer of uranium; Turkish and Azerbaijani companies have discussed joint mining projects in the Sahel; and, until recently, a Turkish company held the industrial exploitation rights of the largest gold mine and the largest manganese mine in Burkina Faso. Russian companies have likewise expanded their economic presence in the Sahel; Russian companies ​​​​have signed lithium mining deals with Mali, lithium and uranium mining deals with Niger, and deals on nuclear cooperation with Burkina Faso. While Western companies have been sidelined, governments in the Sahel remain open to cooperation with both Ankara and Moscow. Turkey, as a NATO ally that retains the political space to operate in these markets, is a potential counterbalance to Russia’s growing influence while advancing its own strategic and industrial objectives.

Solution-based diplomacy in a security-first landscape

What sets Turkey apart from other external actors—especially Russia—is the diversity of its engagement. Unlike Moscow’s arms-for-access model, which is often viewed as exploitative and destabilizing, Ankara has prioritized a ​​​​multifaceted approach that includes trade, infrastructure, defense, diplomacy, and development. Turkish-African trade spans sectors from textiles to healthcare and energy, and Turkey’s public and private sectors have actively invested in education and capacity building across the continent. This “solution-based” diplomacy contrasts sharply with Russia’s security-first playbook. 

Yet Turkey’s growing presence in contested regions comes with risks. Infrastructure investments in unstable political environments require security guarantees—and that often means greater military involvement. As Ankara deepens its footprint, it must decide whether to align more openly with Russia, or to use its position to mediate and potentially counter Russian influence. 

Turkey is viewed by many African leaders as a reliable, noncolonial partner. This gives Ankara access that Western powers now lack. While Turkey has not publicly aligned with US or European policy in the Sahel, its access and credibility in the region offer an opportunity to bridge the growing gap between Western interests and Sahelian realities. 

If Ankara chooses to leverage this position, it could quietly support Western objectives—sharing intelligence, coordinating security policies, or shaping development strategies that undercut Russian influence. Turkey would not be acting as a Western proxy, but as a sovereign actor leveraging its credibility and access to serve both its own interests and those of the broader international order. In a region where Western engagement is rapidly shrinking, Turkey’s role may become indispensable—not as a rival, but as a crucial partner.

Not a proxy but a pathway: The West’s reentry point in the Sahel

The power balance between Russia and Turkey is markedly different from conflict zones where they stood or stand on opposite sides—such as Syria, Libya, Ukraine, and the Azerbaijan-Armenia conflict. In the Sahel, both powers are engaging the same postcoup regimes—Russia through mercenary-led counterinsurgency and Turkey through state-led arms deals, drone operations, and economic development. They are not in direct confrontation in the Sahel, nor are they locked in zero-sum competition. Instead, they operate in parallel, often in the same theaters and with the same governments, but with divergent methods, capabilities, and long-term goals. 

Parallel engagement between Russia and Turkey raises security concerns for Western powers who have lost their influence in the region, but it also creates a unique opening. While Russian security forces have been largely unsuccessful in their efforts to mitigate threats in the Sahel, Turkey has an opportunity to increase its engagement with local forces. And as the only Western partner force that is directly engaging with the region, Ankara can potentially disrupt Russian influence and coordinate with the West on security strategy. Its access to critical mineral assets, defense infrastructure, and high-level political relationships across the AES bloc can offer the West indirect access to a region from which it has been largely expelled. 

Since President Donald Trump returned to office at the beginning of 2025, both Washington and Ankara have shown renewed willingness to deepen their bilateral partnership on regional matters and cooperate in third countries, most notably Syria. In addition to diplomacy, including Foreign Minister Hakan Fidan and Secretary of State Marco Rubio meeting in Washington and Brussels, both capitals have continued demonstrating top-level cooperation on Syria with the trilateral gathering in Riyadh, where Trump and Erdoğan met with Syrian President Ahmed al-Sharaa, together with the creation of the joint Syria Working Group to further enhance closer cooperation on Syria’s reconstruction and stability efforts. This dynamism and strategic alignment can be a strong foundation for extending the US-Turkey partnership into Africa, where shared interests in stability and security could help reshape the dynamics of great​-​power competition in the region. 

Turkey’s pragmatic foreign policy is not without complications. But in the Sahel, that very pragmatism can work to the West’s advantage. If Washington moves beyond its reflexive skepticism and recognizes Turkey’s intermediary potential, the Sahel could shift from a symbol of Western retreat to a frontier of renewed influence—anchored by a partner that understands and navigates both the streets of Niamey and the corridors of NATO.

About the authors

Alp Burak Ozen is a program assistant at the Atlantic Council Turkey Program.

Haley Nelson is a Boren Scholar and a Georgetown University alumna. She is an independent geopolitical consultant with a focus on energy and infrastructure security in Eastern Europe, Central Asia, and Turkey.

related content

explore the program

The Atlantic Council Turkey Program aims to promote and strengthen transatlantic engagement with the region by providing a high-level forum and pursuing programming to address the most important issues on energy, economics, security, and defense.

The post Why Ankara’s rising power in the Sahel could benefit the West appeared first on Atlantic Council.

]]>
Biometrics and digital identity in Africa https://www.atlanticcouncil.org/in-depth-research-reports/report/biometrics-and-digital-identity-in-africa/ Wed, 19 Nov 2025 14:00:00 +0000 https://www.atlanticcouncil.org/?p=888771 Biometrics have become deeply embedded in Africa’s political, social, and economic landscape. 

The post Biometrics and digital identity in Africa appeared first on Atlantic Council.

]]>

Bottom lines up front

  • Forty-nine African countries now operate biometric systems, with foreign vendors dominating a market that controls the continent’s most sensitive identity infrastructure.
  • An estimated half a billion Africans lack identity documents, driving governments to deploy biometric systems rapidly. Still, weak governance frameworks often mean these technologies exclude the very populations they’re intended to serve.
  • From Uganda’s Ndaga Muntu to Kenya’s Huduma Namba, biometric deployments across Africa face common challenges: data breaches, corruption in enrollment processes, exclusion of elderly citizens, and the use of facial recognition to monitor political dissent.

Executive summary

The rapid adoption of biometric and digital identification systems is transforming governance and public administration across Africa. Promoted as tools to modernize service delivery, enhance electoral integrity, and strengthen state capacity, these systems are becoming central to how identity and citizenship are managed. From national identification schemes and voter registration to border management and SIM card registration, biometrics have become deeply embedded in Africa’s political, social, and economic landscape. 

However, this technological expansion comes with profound risks. Weak legal frameworks, limited oversight, and a growing reliance on foreign vendors have created an ecosystem vulnerable to privacy breaches, state surveillance, and systemic exclusion. Biometric systems increasingly integrate electoral and civil identity data, giving governments vast surveillance capabilities while disenfranchising marginalized groups such as rural communities, migrants, and individuals without foundational IDs. 

The report explores the main use cases driving biometrics and digital identification systems in Africa, focusing on their governance, vendor dynamics, and human rights impacts. Key areas include national identification and civil registration, which provide the foundation for legal identity and access to services; immigration management; elections, where they strengthen voter registration and authentication; and smart city initiatives, which leverage digital IDs for efficient service delivery and urban governance. 

The research reveals that foreign technology firms dominate Africa’s biometric ecosystem; that forty-nine African countries have at least one form of biometric system; and thirty-five out of the fifty-four countries on the continent use biometrics in their election processes. Companies such as Idemia (France), Semlex (Belgium), Veridos (Germany), Thales (France), and Huawei (China) provide the core technology, hardware, and algorithms that underpin these systems. African governments often finance these projects through loans from international institutions like the World Bank, creating dependencies that shape procurement and governance practices. 

While biometric systems are often introduced to improve electoral processes and service delivery, their fragmented rollout forces citizens to repeatedly submit sensitive data across multiple platforms, increasing costs and risk of fraud. Many projects lack transparency, with procurement processes shielded under the guise of national security. Public knowledge of these systems remains low: a sample study in three countries by ICT Works found that only 38 percent of surveyed citizens were aware of their governments’ purchases of biometric, facial recognition, or AI systems, highlighting a significant transparency gap. 

To mitigate these risks, the report offers seven key policy recommendations: 

  1. Strengthening independent oversight bodies free from political interference; 
  2. Enacting comprehensive data protection laws covering the full life cycle of biometric data; 
  3. Ensuring transparent, participatory deployment processes; Integrating human rights due diligence into all projects; 
  4. Establishing continuous oversight and remedies for rights violations; 
  5. Protecting electoral integrity and preventing the over-integration of ID systems; 
  6. Embedding a rights-based governance model rooted in privacy, equality, and non-discrimination. 

The findings underscore that biometric and digital identity systems must not be viewed merely as technical tools for modernization. They are inherently political, with the potential to either strengthen democratic governance or entrench authoritarian control. Without robust reforms, these systems risk becoming instruments of exclusion and surveillance rather than empowerment. 

read the full report

About the authors

Sani Suleiman Sani is a policy and research strategist shaping continental dialogue on digital rights, technology governance, and inclusive innovation in Africa. He leads the research portfolio at Paradigm Initiative, where he oversees multi-country studies that inform legislative processes, corporate accountability, and global debates on digital policy.

Thobekile Matimbe is a human rights lawyer and Senior Manager Partnerships and Engagements at Paradigm Initiative (PIN) where she dedicates her skills to the advancement of digital rights and inclusion in Africa and beyond.

Kenton Thibaut is a senior resident China fellow at the Atlantic Council’s Digital Forensic Research Lab (DFRLab), where she leads China programming for the Democracy + Tech Initiative, and a resident senior fellow at the Atlantic Council’s Indo-Pacific Security Initiative (IPSI) at the Scowcroft Center for Strategy and Security.

 Iria Puyosa is a senior research fellow at the Atlantic Council’s Democracy+Tech Initiative. She specializes in the complex interplay between technology and political dynamics. 

Acknowledgements

This report was made possible with support from the Embassy of Denmark in the United States. The Digital Forensic Research Lab (DFRLab) would also like to thank the Paradigm Initiative for contributing writing and research.

related content

Explore the programs

The Atlantic Council’s Digital Forensic Research Lab (DFRLab) has operationalized the study of disinformation by exposing falsehoods and fake news, documenting human rights abuses, and building digital resilience worldwide.

The Democracy + Tech Initiative creates policy practices that align global stakeholders toward tech and governance that reinforces, rather than undermines, open societies. It builds on the DFRLab’s established track record and leadership in the open-source field, empowering global communities to promote transparency and accountability online and around the world.

The post Biometrics and digital identity in Africa appeared first on Atlantic Council.

]]>
China’s economic slowdown and spillovers to Africa https://www.atlanticcouncil.org/in-depth-research-reports/report/chinas-economic-slowdown-and-spillovers-to-africa/ Tue, 18 Nov 2025 16:00:00 +0000 https://www.atlanticcouncil.org/?p=887330 China has catalyzed new infrastructure and industries in Africa, but the continent is also exposed to negative ripple effects from changes in China’s domestic economy. This report investigates how different projections of China’s economic growth and structure over the next five years will affect trade and financial engagement with the African continent.

The post China’s economic slowdown and spillovers to Africa appeared first on Atlantic Council.

]]>

Bottom lines up front

  • On balance, the best long-term outcome for Africa is likely one in which China accepts the cost of reform.
  • Demand for minerals will grow about 5 percent per year under all scenarios but only a reform scenario sees Chinese demand for African manufactures grow.
  • Chinese exports of commodities and manufactures to Africa are set to grow only 4 to 6 percent per annum in all scenarios, a marked decline from annual growth rates above 10 percent between 2020 and 2024.

Executive summary

China’s economic rise and its integration with Africa have catalyzed new infrastructure and industries across the continent. But this also now exposes African countries to negative ripple effects from changes in China’s domestic economy. As China’s investment- and manufacturing-centric economic model loses steam, African officials and policymakers will need to plan for growth and economic transformation, with an understanding that their largest trade and investment partner might look very different than it has over the past decade.  

This report investigates how different projections of China’s economic growth and structure over the next five years (through 2030) will affect trade and financial engagement with the African continent, and what these outcomes will mean for decision-makers. It deploys a novel framework to estimate how economic flows between China and Africa shift under different growth scenarios. To account for Africa’s diverse economies—spanning some of the world’s least developed countries as well as high-income financial centers—this analysis extends to country groups.

No growth scenario in China will benefit all of Africa’s nations equally. But on balance, the best long-term outcome for Africa is likely one in which China accepts the cost of reform to implement slower, but more stable, growth. While countries could previously envision the net benefits of close trading relationships with China in 2030, trade now presents both opportunity and threat: opportunity in the form of cheap imports, but complication in the form of persistent trade imbalances and overcapacity in manufacturing. Under any growth scenario, finance from China’s banks and investors will continue to decline—whether sharply or gradually—as China’s domestic financial system evolves.

Chapter 1 surveys economic conditions in Africa as of 2025, as well as how commodity markets and external imbalances make many African countries vulnerable to shifts in the global growth environment and in their economic relationships with China. Even countries with limited direct exposure to China are likely to feel the impact of a slowdown via regional economic linkages and the effect of China’s exports and imports on global prices.

Chapter 2 provides an overview of trade and financial flows between China and Africa. While the importance of individual flows varies, a few channels account for the majority of economic value: goods trade, commercial and development finance, and foreign direct investment (FDI). Baseline growth rates of these flows are used to inform projections in the later analysis.

Of these, the goods trade represents the largest scope of bilateral engagement between China and the African continent, approaching $300 billion annually as of 2024, or about 10 percent of Africa’s gross domestic product (GDP). However, imbalances driven by structural characteristics of the two economies have intensified in recent years. Despite recent attempts to diversify trade, African countries still have large trade deficits, mostly exporting commodities to China and importing manufactured goods. China’s mode of finance mixes concessional and commercial motives, and new financial flows are slowing as lenders look to control risk. The result has been that China is collecting more in debt service payments than it is disbursing in new loan finance.

China’s outbound financial activity, which recovered after COVID-19 downturns, is now more diverse in both its form and its targets. New annual FDI flows from China now exceed new lending from China to African countries ($6 billion in annual deals as of 2023, according to Rhodium Group data). Portfolio flows are still small. Estimated total Chinese portfolio investment amounted to only $1.6 billion as of June 2024, which remains concentrated in economies with more developed financial markets, such as South Africa and Egypt. The differences in scale between these flows influence the channels through which China’s growth effects will be most keenly felt.

To evaluate the impact on African economies of spillovers from China’s growth slowdown, Chapter 3 establishes a baseline of economic conditions in China. The real question to determine China’s future growth is whether it manages to reform its investment-driven system or stagnate on its current path. To evaluate both of these possibilities, we evaluate the economic assumptions of China’s growth scenarios—and from there, the impacts on African countries— through 2030, using three different perspectives.

  • The International Monetary Fund (IMF) scenario: In its official World Economic Outlook (WEO) projections, the IMF forecasts growth of 3.4 percent by 2030.
  • The reform scenario: China begins to successfully rebalance toward a consumer-oriented economy and the country’s economic growth slows in the short term before rising to a more sustainable rate of around 4 percent by 2030.
  • The stagnation scenario: Beijing’s reform efforts flounder and China’s economy grinds slower and slower. Growth slows to 2.5 percent by 2030.

Chapter 4 assesses outcomes for African economies, based on the growth scenarios laid out in Chapter 3 for China through 2030. The impacts of growth projections are evaluated for goods trade across four product groups of Chinese imports from Africa (oil, minerals, agricultural products, and manufactured goods) and two product groups of Chinese exports to Africa (manufactured goods and commodities). Impacts on key outbound financial flows from China to Africa are also evaluated, including lending, portfolio flows, and FDI. Several key takeaways arise from this analysis.

  • Across different scenarios, China’s oil imports from Africa are likely to decline due to growing electric vehicle adoption and clean power generation capacity, but they hold up best in scenarios in which China’s structural reforms are limited.
  • China’s non-oil mineral imports will likely grow quickly under all scenarios, but demand might shift among mineral products, with different implications for different African countries. Commodities such as iron ore and those used in clean tech sectors are core inputs for a variety of China’s manufacturing industries. As a result, the projected growth of China’s mineral demand is strong across all scenarios.
  • African manufactured and agricultural goods do best in a reforming China, where an empowered consumer base spends more on foodstuffs and African-made manufactured goods such as clothing. In the stagnation scenario, and to a lesser extent, the IMF scenario, weak Chinese demand and expanding manufacturing output and trade surplus suppress demand for African manufactured goods. Growth of China’s agricultural imports is projected to be strong under all three scenarios. In the reform scenario, growth projections are highest for both agriculture and manufacturing imports. As Chinese household consumption grows, industrial upgrading in China will move out of lower value-added industries, letting African manufacturers capture more market share.
  • All three scenarios project that lending to Africa will be stronger than other forms of finance. Chinese lenders will still need to refinance and support their existing obligations despite tightening constraints on their balance sheets.
  • Under all three scenarios, the growth of FDI to Africa is projected to continue at modest levels over the next five years. Chinese FDI in Africa is heavily concentrated in capital-intensive sectors that are stickier and more often linked to policy goals, such as control of critical minerals and other essential inputs used by Chinese manufacturers.

Chapter 5 concludes by assessing the potential impacts of each scenario by country group. While oil exporters and “traditional” mineral and commodity metal exporters would paradoxically benefit from a “stagnating” China that maximized oil consumption, this would not be a net benefit to the rest of the continent. Instead, a reforming China—better positioned to resolve trade and financial imbalances, and to drive consumption of Africa’s exports—offers the best prospects overall for a larger group of African countries.

  • For transition mineral exporters, demand for Africa’s critical minerals is likely to persist regardless of scenario, as these sectors will remain a core focus of China’s (and other countries’) national economic strategies. It is more difficult to predict outcomes for low-income countries even if they are less exposed to commodity markets, where much depends on regional transmission of spillovers. Though China’s aid and development finance are far from the only considerations for policymakers in this group, they are not guaranteed to rise even in a high-growth scenario. For the middle-income group as well, much depends on the balance between surging Chinese exports and opportunities to capture investment from China. A reform scenario is their best bet.

Read the full report

About the authors

Matthew Mingey is an Associate Director with Rhodium Group, focusing on China’s economic diplomacy and outward investment, including development finance. Matthew is based in Washington, DC. Previously, he worked on global governance issues at the World Bank. Matthew received a Master’s degree in Global Business and Finance from Georgetown University’s Walsh School of Foreign Service and a Bachelor’s degree from the University of Pennsylvania.

Jeremy Smith is a Research Analyst with Rhodium Group’s China practice, focusing on China’s evolving growth dynamics and economic engagement with the world. Jeremy previously worked at S&P Global, where he performed macroeconomic forecasting and sovereign risk analysis for countries in Latin America and the Caribbean. Prior to that, he was a James C. Gaither Junior Fellow at the Carnegie Endowment for International Peace. Jeremy received a master’s degree from the Johns Hopkins School of Advanced International Studies, concentrating in international economics and China studies. He also earned a graduate certificate from the Hopkins-Nanjing Center and a bachelor’s degree from Williams College.

Laura Gormley is a Senior Research Analyst with Rhodium Group’s China Projects Team, focusing on China’s innovation ecosystem and external economic engagement. Prior to joining Rhodium Group, she was a research assistant with the Global Development Policy Center – Global China Initiative at Boston University, where she contributed to the Center’s work on China’s development finance and decarbonizing the Belt and Road Initiative. Laura holds a Master’s degree in Global Policy from Boston University’s Pardee School of Global Studies and a Bachelor’s degree from McGill University.

Acknowledgements

This report was written by Matthew Mingey, Laura Gormley, and Jeremy Smith, with support from the Atlantic Council GeoEconomics Center’s Charles Lichfield and Jessie Yin.

Rhodium Group and the GeoEconomics Center wish to thank the colleagues, fellow analysts, and reviewers who shared their ideas and perspectives with us during the writing process and helped us strengthen the study in review sessions and individual consultations. Our gratitude goes out to Daniel Rosen and Josh Lipsky.

This project was made possible thanks to the philanthropic support of Carnegie Corporation of New York.

related content

Explore the program

At the intersection of economics, finance, and foreign policy, the GeoEconomics Center is a translation hub with the goal of helping shape a better global economic future.

The post China’s economic slowdown and spillovers to Africa appeared first on Atlantic Council.

]]>
Charai for Newsmax: Trump Only Leader Who Can End Genocide of Christians in Africa https://www.atlanticcouncil.org/insight-impact/in-the-news/charai-for-newsmax-trump-only-leader-who-can-end-genocide-of-christians-in-africa/ Tue, 18 Nov 2025 04:26:02 +0000 https://www.atlanticcouncil.org/?p=888748 The post Charai for Newsmax: Trump Only Leader Who Can End Genocide of Christians in Africa appeared first on Atlantic Council.

]]>

The post Charai for Newsmax: Trump Only Leader Who Can End Genocide of Christians in Africa appeared first on Atlantic Council.

]]>
The UN’s Western Sahara vote marks a diplomatic ‘Green March’ https://www.atlanticcouncil.org/blogs/menasource/the-uns-western-sahara-vote-marks-a-diplomatic-green-march/ Fri, 14 Nov 2025 18:04:18 +0000 https://www.atlanticcouncil.org/?p=888205 Morocco's autonomy plan lays the foundation for resolution for the Sahrawi people, after fifty years of rivalry between Morocco and Algeria.

The post The UN’s Western Sahara vote marks a diplomatic ‘Green March’ appeared first on Atlantic Council.

]]>
The United Nations Security Council (UNSC) voted last month for a historic resolution regarding the disputed territories of Western Sahara, endorsing the Moroccan 2007 autonomy proposal, which puts the territories under the kingdom’s sovereignty. The landmark vote comes after years of increased international momentum around the autonomy plan and lays the foundation for a resolution for the Sahrawi people, who have been held hostage to Moroccan-Algerian regional rivalry for fifty years.

Last month’s vote—which constitutes a rupture from the status quo of the international community’s decades-long balancing act between Moroccan and Algerian interests—came days before the celebration of the fiftieth anniversary of the 1975 Green March. The event saw a peaceful, Moroccan-led march of 350,000 people lead to the liberation of Western Sahara from Spanish colonialism.

When Spain withdrew, Morocco asserted historical claims of sovereignty over the territories, while the Polisario Front declared the Sahrawi Arab Democratic Republic and sought full independence. The ensuing war and its 1991 cease-fire left the region divided by a fortified berm and a frozen political process.

Originally brought to the UN in 1963 as a decolonization issue, Western Sahara remains one of the world’s most protracted, unresolved conflicts.

Persistent challenges remain after last month’s landmark vote. Importantly, the Polisario Front has categorically rejected the UN resolution, stating that “it violates the territory’s decolonization status and undermines the UN peace process by supporting Morocco’s autonomy plan.”

But today, Morocco is nevertheless experiencing a similar dynamic to that hopeful moment in 1975, with the success of a series of well-orchestrated diplomatic victories, “marching” intently toward a lasting resolution of the conflict.

A man shows a card with the image of King Hassan II of Morocco that accredits he took part in the Green March 30 years ago during a ceremony marking that event in El Aaiun, Western Sahara, on November 6, 2005. Photo by REUTERS/Juan Medina.

This resolution marks a decisive turn in the future of the dispute, as it eliminates the possibilities of a partition or a referendum, focusing instead on crafting “genuine” autonomy and on the practicalities of the advanced regionalization plan under Rabat’s flag. The document expresses “full support of the Secretary General and his Personal Envoy in facilitating and conducting negotiations taking as basis Morocco’s Autonomy Proposal” and “calls upon the parties to engage in these discussions without preconditions, taking as basis Morocco’s Autonomy Proposal.”

The other previous proposals by the UN Mission for the Referendum in Western Sahara (MINURSO) since the 1991 cease-fire, including a territorial partition or a referendum, were becoming increasingly obsolete and impractical in the eyes of key political players, given the demographic complexities on the ground. Drawing a line in the sand dividing Western Saharan people—who are a transnational community extending from Mauritania to northern Morocco, Algeria, and Mali—would only compound colonial border disputes, which led to the current conflict in the first place.

Similarly, a referendum is nearly impossible. Western Saharan people are not indigenous to the current disputed territories, and any voting lists would have to take into consideration the Hassani people’s movement since the fourteenth century. Not to mention, there is much ambiguity around the populations, which over the past fifty years moved to the Moroccan-administered territories (around 80 percent of the disputed land) and the Tindouf refugee camps in Algeria.

The UN is playing catch-up

While this recent shift is deemed a turning point in the semantic sense, the UN is barely catching up with the fast-evolving realities on the ground. The Moroccan autonomy plan has been gaining momentum since 2020, when US President Donald Trump’s first administration recognized Moroccan sovereignty over Western Sahara and stated that the conflict can only be resolved within that framework.

Soon after, France and Spain—the former colonizers of the region, both at the very source of the current territorial disputes due to the legacy of colonial borders—decided to side with Morocco. Other key international allies have since joined this new momentum in favor of Rabat, including the United Kingdom, Belgium, Israel, and numerous Arab, Latin American, and African countries that opened diplomatic representations or undertook significant investment projects in Western Sahara in support of the Moroccan stance.

The second Trump administration has taken a more assertive approach, largely advocating for the autonomy proposal and offering to host mediations between the parties to the conflict. Trump’s current cabinet has been pressuring the UN, Morocco, and Algeria to push for a fast and sustainable deal—likely seeing resolution to the Western Sahara dispute as low-hanging fruit that Trump can add to his arsenal of peace trophies, according to sources from the current administration.

The United States in September signaled to UN Special Envoy for Western Sahara Staffan de Mistura that the only way forward for the conflict was under Moroccan sovereignty. Washington’s UN funding cuts added more pressure on MINURSO. MINURSO, which was becoming outdated and dysfunctional within the current context, had no other option but to play along to survive.

A firmer US leadership to harness peace

The United States has, meanwhile, been directly pursuing its own mediation efforts outside the corridors of the UN. Massad Boulos, Trump’s senior advisor for Africa, has prioritized the conflict and led several bilateral negotiations to address the dispute with North African leaders over the summer. He has also repeatedly reiterated Washington’s support of Morocco’s claim to the territory, even promising to open a consulate in Dakhla, Western Sahara, to cement this position.

Additionally, US Peace Envoy Steve Witkoff recently revealed in a televised interview that a Morocco-Algeria peace deal could be imminent. The interview, which was conducted alongside Jared Kushner—another strong Rabat advocate in the Trump administration and the de facto broker of the Morocco-Israel peace deal—reveals firmer US leadership aimed at advancing peace in North Africa, starting with Western Sahara.

The United States has been holding the pen on this recent UNSC resolution and trying to shape the conversation in line with its vision of the dispute. An earlier draft leaked to the media this week disclosed a more decisive tone in favor of Morocco and a less nuanced vision for the future of MINURSO, limiting the mission’s renewal to only three months.

Another less-known fervent supporter of Moroccan territorial integrity is the United Arab Emirates (UAE). Abu Dhabi put its full diplomatic weight behind this new resolution by fielding multiple calls with UNSC permanent members, including France and Russia, to ensure their support of the US-proposed draft, according to my discussions with diplomatic sources.

Besides the UAE’s long-term push to build a pan-Abrahamic bloc in North Africa with Morocco, Mauritania, and Sahel countries, its president, Mohamed Bin Zayed, also has a lesser-known connection to the dispute. Indeed, the UAE president had lived and spent his formative years at the Royal Academy in Morocco. At age fourteen, he became one of the youngest participants of the 1975 Green March to Western Sahara alongside members of the Moroccan kingdom’s royal family. Once more, the UAE is walking along its historical ally, pouring thirty billion dollars in investments into the North African country and becoming the first Arab state to open a consulate in Laayoun, Western Sahara, in 2020.

The challenges ahead for an autonomy plan

Now that the diplomatic dust has settled, all eyes are on Morocco and whether it can practically operationalize its autonomy plan.

Rabat has been heavily investing in ambitious infrastructure and strategic projects in Western Sahara. Projects include the Atlantic Initiative, which is promising economic prosperity and integration for Western Sahara with landlocked Sahel neighbors. Additionally, the Dakhla Atlantic Port, a $1.2-billion project, is estimated to handle 35 million tons of goods a year starting in 2028. Other strategic projects include significant investments in adventure and business tourism infrastructures.

However, economic prosperity alone cannot guarantee a sustainable and genuine autonomy plan. Morocco will have twelve months to deliver a detailed, advanced regionalization workplan that outlines the territories’ governance and economic management through elected local representatives. This will also require constitutional reforms and a referendum on the Moroccan side, but, more importantly, an agreement from the Polisario Front to sit at the negotiation table and to operate under the Moroccan flag—a distinct challenge given their rejection of the resolution.

Sahrawi refugees attend the military parade celebrating the fiftieth anniversary of the Polisario Front and the outbreak of the armed struggle for the independence of Western Sahara in Aousserd in Tindouf, southwest of Algiers, Algeria, May 20, 2023. Photo by Amine Chikhi/APP/NurPhoto via Reuters.

Meanwhile, serious diplomatic moves are at play. The Moroccan king recently visited the UAE. Additionally, there are signs of appeasement between Algeria and France, with Algeria’s recent pardon of detained French-Algerian writer Boualem Sansal, a prominent advocate of a Moroccan Western Sahara.

King Mohamed VI also clearly stated in his address following the vote that he wants “no winners or losers” in this conflict and invited “his brother,” the president of Algeria, to revive the Maghreb Union together. These are all positive signals for meeting Witkoff’s prediction of a Morocco-Algeria peace deal within the next sixty days.

The UN Western Sahara resolution is an essential milestone in US leadership, aligning the international community with “the most credible and realistic” solution to end the fifty-year-long agony of the Sahrawi people. Still, much needs to be unpacked at the levels of local governance, economic resource management, and local culture promotion to achieve “genuine autonomy,” and to organize a second, peaceful Green March.

Sarah Zaaimi is a nonresident senior fellow at the Atlantic Council’s Middle East Programs. Her research focuses on North Africa, the Western Sahara conflict, and Arab-Israeli normalization.

The post The UN’s Western Sahara vote marks a diplomatic ‘Green March’ appeared first on Atlantic Council.

]]>
The Nile at a crossroads: Navigating the GERD dispute as Egypt’s floodwaters rise https://www.atlanticcouncil.org/blogs/menasource/the-nile-at-a-crossroads-navigating-the-gerd-dispute-as-egypts-floodwaters-rise/ Mon, 10 Nov 2025 13:55:00 +0000 https://www.atlanticcouncil.org/?p=885756 The latest escalation between Egypt, Sudan, and Ethiopia coincides with a diplomatic shift from the United States.

The post The Nile at a crossroads: Navigating the GERD dispute as Egypt’s floodwaters rise appeared first on Atlantic Council.

]]>
Transboundary river basins function simultaneously as ecological systems and arenas of geopolitical negotiation. Water flows across borders, but sovereignty and water governance do not. This enduring contradiction has long defined relations among the Nile Basin states—specifically Egypt, Sudan, and Ethiopia.

Those defining lines of tension were this month underscored at a pivotal moment for the region. Intense rainfall over the Ethiopian Highlands this month triggered severe flooding in several northern Egyptian governorates, including Beheira, Kafr el-Sheikh, and Menoufia.

The floods triggered renewed hostility over Ethiopia’s Grand Ethiopian Renaissance Dam (GERD). Ethiopia presents the GERD as a developmental milestone aimed at poverty reduction and energy self-sufficiency. For Egypt and Sudan, however, the project’s unilateral management represents an existential risk.

Egypt’s Ministry of Irrigation blamed Ethiopia for “reckless dam management,” claiming that abrupt water discharges from the GERD exacerbated the recent surge in floodwaters. Addis Ababa—having formally inaugurated the dam only weeks earlier, on September 9—countered that operations followed technical protocols and mitigated what would otherwise have been worse flooding in Sudan. This episode underscores how data opacity fuels political mistrust.

The latest escalation coincides with a renewed diplomatic shift. In a recent interview with Al Arabiya Arabic, Massad Boulos—senior adviser to US President Donald Trump on African, Arab, and Middle Eastern Affairs—stated that Washington now supports a “technical, not political” approach to the GERD dispute. According to Boulos, “the GERD issue must be resolved through technical means, not political pressure,” a position that signals a recalibration of US engagement and places the emphasis on data transparency, operational coordination, and joint risk mitigation rather than on coercive diplomacy.

Cairo warned more than once that rapid filling or uncoordinated water releases could sharply reduce downstream flows, disrupt irrigation, and even increase flood risk during heavy rains—challenges that pose real risks for a deeply water-stressed country.

The GERD and Egypt’s water stress

Costing roughly five billion dollars, located fourteen kilometers from the Sudanese border, and designed to hold 74 billion cubic meters of water, the GERD represents Africa’s largest hydroelectric plant. Following the fourth and final filling in September 2023, Addis Ababa declared the dam fully operational, doubling national power capacity and consolidating its ambition to become a regional energy hub.

Large Ethiopian flags are displayed on the GERD, built along the Blue Nile, during its inauguration in Ethiopia on September 9, 2025. Photo by REUTERS/Tiksa Negeri via Reuters Connect.

The hydrological risks of the project for Egypt’s Delta are both immediate and structural. In the short term, large or poorly coordinated releases from upstream reservoirs can overwhelm outdated drainage systems, provoking floods and disrupting irrigation cycles. In the medium to long term, a new operational regime at GERD will alter seasonal flow patterns, affecting groundwater recharge and salinity levels, and challenging agriculture and infrastructure alike. Without transparent data-sharing and coordinated management, Cairo will struggle to anticipate these shifts.

With over 118 million people and relying on the Nile River for nearly 97 percent of its freshwater, the Nile represents not merely a resource but Egypt’s national bloodstream. Average water availability per person has declined from almost 1,900 cubic meters in 1959 to fewer than six hundred today—well below the United Nations’ water-poverty threshold—and is expected to fall below five hundred by 2050, signaling an absolute water scarcity level. Climate change, sea-level rise, and irrigation inefficiencies compound these pressures, placing food production and social stability at risk.

Cairo, therefore, faces a dual challenge: modernizing its irrigation and drainage infrastructure while preventing upstream states from restricting flows. Meanwhile, Ethiopia—despite contributing 86 percent of the Nile’s waters—remains among the world’s lowest in water-use capacity, struggling with recurrent droughts and power shortages.

The current diplomatic crisis cannot be understood without recalling colonial-era water agreements between Egypt and Sudan. The 1929 British-brokered Nile Waters Agreement granted Egypt 48 billion cubic meters per year and Sudan 4 billion, along with Cairo’s veto over upstream projects—an agreement negotiated solely between Egypt, Sudan, and their former colonial power, the United Kingdom. Ethiopia was never a party to this treaty and has consistently rejected its legitimacy, arguing that no upstream state can be bound by colonial-era arrangements in which it had neither representation nor consent. The 1959 Egypt–Sudan accord reinforced this asymmetry, allocating about 84 percent of the river’s flow (55.5 billion for Egypt and 18.5 for Sudan) and creating a joint commission to oversee water management between these two countries—again without Ethiopian participation. Addis Ababa regards both treaties as legally irrelevant and historically obsolete.

For decades, these treaties anchored Egypt’s claim to “historic rights,” while upstream countries rejected them as colonial relics. The result is a structural mismatch between legal legitimacy and hydrological reality: Upstream states see their development prospects as constrained, while Egypt perceives any alteration in river flow as an existential threat.

But structural tensions escalated with Ethiopia in 2011 when Addis Ababa launched construction of the GERD. Years of negotiations mediated by the African Union, the United States, and the World Bank have yet to yield a binding trilateral agreement, leaving both hydrological and political uncertainty unresolved and tensions high among these states. In this context, water management has become inseparable from national security, energy policy, and regional diplomacy.

Ethiopia insists that dam operations follow seasonal hydrology and turbine requirements, while Egypt argues that opaque management violates the 2015 Declaration of Principles on equitable use of Nile waters. From a geopolitical and security perspective, the return of tensions among these states confirms the reemergence of hardened positions and the risk of a prolonged hydropolitical confrontation. Addis Ababa continues to argue that the GERD symbolizes a new order based on equitable development and regional interdependence, rather than dominance. Yet, this new order still lacks a legal and technical framework acceptable to all. No binding agreement exists on how the dam will be filled and operated during droughts or flood years, leaving each side vulnerable to the other’s decisions.

Sociopolitical tensions further magnify these physical risks. Recurrent floods and perceived external threats to national water security could exacerbate domestic grievances, fuel nationalist rhetoric, and push policymakers toward confrontational postures—including legal or, in extreme cases, military options. Indeed, Egypt has repeatedly framed control over Nile waters as an existential issue and has at times indicated that it would consider armed intervention if upstream dam operations were to threaten downstream flows.

Recommendations

Today, three overlapping deficits continue to undermine Nile Basin governance: a technical deficit (lack of real-time data on releases and inflows), an operational deficit (absence of agreed rules for drought or flood management), and a political deficit (mutual distrust and competing national narratives). The recent floods starkly reveal the cost of these gaps. Egypt’s repeated assertion that the Nile constitutes a “red line” underscores how water security remains inseparable from national sovereignty, making compromise politically difficult.

Cairo should consider a strategic path forward from this dilemma, based on a dual approach.

On the one hand, it must intensify external engagement—pursuing legal and diplomatic efforts through mechanisms such as the International Court of Justice, which reframes the dispute in legal rather than existential terms, while sustaining negotiations under the African Union (regional legitimacy) and the United States (one of the few external actors able to exert leverage on all three capitals).

Representatives of Egypt, Sudan, and Ethiopia will establish an independent trilateral technical commission under African Union oversight to analyze hydrological data and develop predictive flood models. At the same time, an integrated early-warning system that interconnects the existing hydrological, meteorological, and dam-operation monitoring platforms in Ethiopia, Sudan, and Egypt—allowing real-time data sharing and coordinated response to droughts, floods, and irregular water releases—would help avert humanitarian crises and improve coordination during extreme weather events. Equally important is the negotiation of legally binding operational guarantees—however minimal—that can anchor political trust in measurable hydrological parameters. International partners, including the United States, have promoted technical confidence-building measures designed to calm tensions, such as installing automated flow gauges and satellite-based monitoring to increase transparency. Yet such measures will build trust only if embedded within a political framework for data sharing and collaborative drought management.

On the other hand, Cairo should prioritize domestic adaptation by investing in water efficiency, desalination, and drainage upgrades to enhance resilience regardless of upstream actions. Egypt must accelerate its adaptation efforts by upgrading drainage infrastructure, modernizing pumping stations, and expanding agricultural insurance schemes to protect vulnerable communities. Ultimately, international diplomacy should be reframed toward the goal of shared resilience, encouraging Ethiopia to view coordination as an expression of responsible sovereignty, rather than an externally imposed constraint.

The recent floods serve as a warning: Technical cooperation cannot remain hostage to political rivalry. Whether the GERD becomes a driver of regional integration or a lasting fault line will depend on how quickly riparian states shift from mutual accusations to shared management. The alternative—a future of recurrent floods, escalating mistrust, and securitized water politics—would threaten not only livelihoods in the Nile Delta but also the broader stability of the Horn of Africa and the Eastern Mediterranean.

Alessia Melcangi is a nonresident senior fellow at the Atlantic Council’s Rafik Hariri Center and Middle East Programs. She is also an associate professor of contemporary history of North Africa and the Middle East at the Sapienza University of Rome, an associate research fellow at the Italian Institute for International Political Studies in Milan, and a member of the scientific committee of the Fondazione Med-Or Leonardo SpA in Rome.

The post The Nile at a crossroads: Navigating the GERD dispute as Egypt’s floodwaters rise appeared first on Atlantic Council.

]]>
Gen Z protests have spread to seven countries. What do they all have in common? https://www.atlanticcouncil.org/blogs/new-atlanticist/gen-z-protests-have-spread-to-seven-countries-what-do-they-all-have-in-common/ Thu, 06 Nov 2025 20:21:16 +0000 https://www.atlanticcouncil.org/?p=885321 While the root causes vary, the data reveal several broad similarities among the countries that have seen massive Gen Z protest movements in recent months.

The post Gen Z protests have spread to seven countries. What do they all have in common? appeared first on Atlantic Council.

]]>
The phenomenon of young people driving consequential political change is not new.

During the Arab Spring in 2011 and 2012, many large-scale demonstrations were led or at least widely participated in by youth. More recently, young voters helped unseat the party that had governed Botswana since independence and caused the vote share of South Africa’s African National Congress party to fall below 50 percent for the first time since the end of apartheid. Youth protesters in Bangladesh, too, ousted the government of former Prime Minister Sheikh Hasina in July 2024.

Even against this backdrop, however, the global scale and impact of the Gen Z protests in the past year is unprecedented.

In Kenya, protests against rising prices, youth unemployment, and corruption broke out after the announcement of new tax hikes in 2024, with further protests taking place in July. In Indonesia, young people have been protesting against high allowances for members of parliament and widespread food poisoning brought about through the government’s school meals program. In the Philippines, public demonstrations sparked by the misallocation of flood relief funds began in September.

And there’s more. Outraged by government bans on social media, young people in Nepal burned the parliament building and ousted the sitting government on September 9. The same month, Peruvian youth protesting against increased crime and corruption sparked conversations about government overhaul. Morocco’s “Gen Z 212” movement, (named after the country’s international dialing code), took to the streets to express their frustration with government funds being directed toward preparations for the 2030 World Cup rather than public services. Just last month, demonstrations by disillusioned youth in Madagascar sparked by water and electricity failures sent the president into exile and prompted a military-led government overhaul.

The root causes of public upheaval vary widely across these seven countries, as do the countries’ political contexts and the ultimate outcomes of their youth-led protest movements. Moreover, these seven countries are by no means the only nations around the world that have experienced mass protests led by young people dissatisfied with the political status quo in the past few years, as evidenced by youth-led protest movements in Serbia and South Korea.

Even so, the past year’s Gen Z protests are worth analyzing together for what they have in common, as these movements are influenced by one another and were all initiated by youth adept at using technology to organize. And, as the Freedom and Prosperity Indexes demonstrate, there are other broad similarities that warrant further examination.

What do the data tell us?

For starters, six of the seven countries score well above their respective regional averages in the political rights component of the Freedom Index, indicating that these countries protect freedom of association, expression, and access to information better than their neighbors. The only exception is Peru, which only recently saw its political rights score dip below the Latin America and the Caribbean regional average.

Secondly, these countries all perform below the regional average on at least one key metric of prosperity, whether that be income, health, or education.

Nepal and Madagascar score higher than their regional averages on political rights

Nepal and Madagascar score lower than their regional averages on income

If people are prone to comparing their conditions to those of their counterparts in neighboring countries, then the data indicate that conditions for protests may be largely defined by an appreciation for relatively high levels of political expression and a frustration with relative shortfalls in income levels, health standards, or education quality.

Lastly, and critically, these countries all have notably high youth populations. In all seven countries, the median age is lower than the global median and the percentage of the total population between the ages of fifteen and twenty-four is higher than the global average.

What the data show, then, is that all these countries have a lot of young people with an understanding of democratic rights, expectations of government accountability, and legitimate grievances related to the lack of government service provision.

Pair that with a growing confidence in their ability to drive change due to youth protests that came before and access to technology that allows them to easily communicate and organize, and you get the globally connected youth movement that has sprung up in recent months.

A force for positive change, or a temporary disruption of the status quo?

Attempting to find explanations for why these youth-led protests are happening is important, but assessing their impact is even more critical. Of the seven countries where protests have occurred or, in the cases of Morocco and Peru, are still occurring, two have experienced full regime change.

In both Nepal and Madagascar, the head of state was removed and replaced with interim governments organized by military figures. Perhaps one explanation for the protests leading to regime change in these two countries is that, in both cases, the military stood by and allowed protests to oust the sitting government before ushering in transitional governments of their liking. In both countries, the political influence of the young people who instigated the upheaval has diminished as new governing regimes have taken shape. Youth in Madagascar have expressed frustration with a career politician and former opposition leader being chosen to lead the country’s National Assembly, and Nepalese protest leaders say they have been frozen out of the transitional government.

The effects of the Gen Z protests in countries that have not experienced regime or leadership change have been mixed. In Kenya, protesters succeeded in convincing President William Ruto to withdraw his contentious tax bill but failed to bring about the systemic change that many wanted. The Moroccan government has responded to protests by pledging to increase health and education spending, but protesters remain unsatisfied.

If the aftermath of the Arab Spring and last year’s revolution in Bangladesh are any indication, establishing more accountable democracies through youth mobilization will prove exceptionally challenging. It is too early to tell whether the recent youth protests will truly bring about the systemic change that young people are demanding, but breaking with history will undoubtedly require young people to sustain the tremendous organized effort they have undertaken.

What’s next?

As the effects of Gen Z protests continue to materialize, there are two important questions to consider.

First, can young people use their numbers and organizational power to make government more democratic, more accountable, and less corrupt in the long term?

Only time will tell whether the answer to this question is yes or no.

The second question is perhaps more interesting: Based on the characteristics of the countries where Gen Z protests have occurred, is it possible to predict where they will happen next?

While exact predictions are impossible, the number of countries with characteristics like those of the seven examined above is limited. For example, Honduras has a high youth population, scores well above the regional average on political rights, and scores well below regional income and education averages. Côte d’Ivoire also has a high youth population, scores well above the average Sub-Saharan African country on political rights, and scores below the regional average on health and inequality. If the governments of either of these countries are widely blamed for corruption or failure to deliver services among younger people, youth populations may well follow the example their counterparts around the world have set. In Côte d’Ivoire, initial frustration over the results of last month’s presidential election could serve as a flashpoint for prolonged unrest.

Côte d’Ivoire scores higher than the regional average on political rights

Côte d’Ivoire scores lower than the regional average on life expectancy

Broadly, the data show that countries within the “low freedom” and “low prosperity” categories that have high youth populations and relatively well-protected political rights, and that perform relatively poorly in at least one indicator of prosperity, appear more prone to Gen Z demonstrations.

This is not to say that Honduras, Côte d’Ivoire, or other countries that share similar characteristics are destined for a youth uprising. But it certainly should not come as a surprise if the movement of youth-led protests spreads further across the developing world.

Protesters in Madagascar took inspiration from the Gen Z movement in Nepal, which was in turn inspired by demonstrations in Indonesia. With protests in Peru and Morocco continuing, it is possible that the wave of Gen Z frustration with a lack of government effectiveness and accountability is only just getting started.

What is certain is that increased access to technology and global information has empowered youth in limited, flawed, and unaccountable democracies to attempt to incite change through organized protest.

The voices of these young people are undoubtedly being heard; whether their demands will be met remains to be seen.


Will Mortenson is a program assistant at the Atlantic Council’s Freedom and Prosperity Center.

The post Gen Z protests have spread to seven countries. What do they all have in common? appeared first on Atlantic Council.

]]>
With Trump’s threats of military intervention in Nigeria, Tinubu faces a delicate balancing act https://www.atlanticcouncil.org/blogs/new-atlanticist/with-trumps-threats-of-military-intervention-in-nigeria-tinubu-faces-a-delicate-balancing-act/ Wed, 05 Nov 2025 11:00:00 +0000 https://www.atlanticcouncil.org/?p=885791 With Nigeria on the brink of a diplomatic crisis with the United States, President Bola Tinubu must confront extremist violence without inflaming sectarian divides and rebuild diplomatic ties with Washington.

The post With Trump’s threats of military intervention in Nigeria, Tinubu faces a delicate balancing act appeared first on Atlantic Council.

]]>
US-Nigeria relations have taken a sharp turn in recent days, indicating the widening gap between Abuja and Washington. On October 31, US President Donald Trump announced the redesignation of Nigeria as a “Country of Particular Concern” (CPC) for severe violations of religious freedom. The next day, in a follow-up social media post, Trump threatened military action against Nigeria, as well as a full cutoff of US aid to the country, if its government “continues to allow the killing of Christians.”

For Nigerian President Bola Ahmed Tinubu, the designation and threat of military intervention couldn’t have come at a more politically fraught moment. With a population of more than 230 million people, Nigeria continues to grapple with inflation, a struggling currency, and widespread poverty despite recent reforms. With the CPC designation, Washington is questioning the government’s ability to protect its citizens from religiously motivated violence. The moment demands Nigeria to deliver a more coherent diplomatic posture toward the United States.

A relationship built on mutual interests

The US–Nigeria relationship has historically been one of pragmatic partnership. The United States is Nigeria’s largest foreign investor, with US investments concentrated in oil and gas, wholesale trade, and services. Bilateral trade surpassed thirteen billion dollars in 2024, and Nigeria ranks among the top African markets for US exports.

Washington also provides strategic security support, including military training, counterterrorism assistance, and limited arms sales to help Nigeria confront groups such as Boko Haram and the Islamic State West Africa Province, while also addressing piracy in the Gulf of Guinea. Nigeria, in turn, remains a strategic partner for US interests in West Africa, which faces overlapping crises of extremism, migration, and democratic backsliding. Under Tinubu, however, the relationship appears to be drifting—not through open hostility, but mutual disengagement.

A diplomatic drift

Since his inauguration in May 2023, Tinubu has not traveled to Washington and allowed a diplomatic vacuum to fester. In September 2023, Tinubu recalled all Nigerian ambassadors worldwide and still has yet to appoint permanent replacements. What’s more, he was conspicuously absent from Trump’s meeting in July with West African leaders. Tinubu’s distance from the White House may also reflect political caution on his part, following renewed reporting on his past in the United States, including his connection to a federal criminal case and questions about his academic records.

Although Tinubu appointed a handful of consuls-general and chargés d’affaires (including in Washington) earlier this year, Nigerian foreign policy experts note that these temporary measures fall far short of the representation expected of a country of Nigeria’s stature, and reports have detailed the poor state of Nigerian diplomatic missions. Officials in Abuja cite financial constraints for the delay in appointing ambassadors. Amid the dispute with the United States, Tinubu is now reportedly finalizing a list of ambassador nominees.

Tentative diplomacy

Tinubu’s contacts with the Trump administration appear to be limited. In April in Paris, he met for the first time with Massad Boulos, Trump’s senior advisor for Africa and a citizen of Nigeria among other countries. While that encounter signaled a tentative opening, there is no indication of any ongoing back-channel relationship.

Boulos himself recently stirred debate in Nigeria when he remarked publicly that it is not only Christians who are victims of violence in Nigeria. The comment diverged from claims made by Christian advocacy groups that a genocide against Christians is taking place in Nigeria, a claim that resonates with segments of Trump’s political base. Boulos’s attempt to bring some nuance to the conversation appears to have done little to shift Washington’s broader perception that Abuja has not done enough to contain extremist violence or to demonstrate accountability for religiously targeted attacks.

But even before the religious freedom debate, there was friction on other fronts. Earlier in July, Nigeria’s government vowed to resist pressure from the Trump administration to accept deportees from Venezuela and other third countries.

What the CPC designation means for Nigeria

Being named a “Country of Particular Concern” is not merely symbolic. Under the International Religious Freedom Act of 1998 (IRFA), it places a country in the category of states that have “engaged in or tolerated particularly severe violations of religious freedom.” It can trigger diplomatic censure and, in some cases, targeted sanctions or aid restrictions, unless the president grants a waiver for national-security reasons.

Nigeria was first placed on the CPC list in 2020, during the first Trump administration, but was removed in 2021 by the Biden administration ahead of then Secretary of State Antony Blinken’s visit to Nigeria. The decision drew sharp criticism from the US Commission on International Religious Freedom (USCIRF), an independent body created by the IRFA. And last month, US Senator Ted Cruz (R-TX) introduced a bill calling for the CPC designation and the imposition of sanctions on Nigeria, including measures against Nigerian officials who “implement or support blasphemy and Sharia laws.” The redesignation, therefore, represents a policy reversal and a warning that Washington expects progress on religious-freedom protections or further consequences may follow.

At a crossroads

Tinubu, himself a Muslim, faces a delicate balancing act in a country roughly evenly divided between Muslims and Christians. Ahead of the 2023 presidential election, his selection of a Muslim vice presidential running mate from Nigeria’s northeast Borno state drew opposition from voters who considered the move at odds with Nigeria’s religious diversity. While his administration has vigorously rejected the notion of a “Christian genocide” in Nigeria—arguing that that framing does not reflect the true situation in the country—terrorist organizations have targeted churches, kidnapped clergy, and committed massacres in Christian farming communities. Washington’s renewed CPC designation challenges Nigeria’s leadership to confront Christian-targeted extremist violence more decisively.

For Tinubu, who has already clinched his party’s endorsement for re-election in 2027, his approach to this issue will define his foreign-policy credibility and political legacy. Domestically, as a politician from Nigeria’s predominantly Christian south, he must avoid alienating Nigeria’s predominantly Muslim north or feeding perceptions of Western bias in framing the country’s security crisis. Internationally, he must reassure partners that his government is committed to defending pluralism and prosecuting those responsible for faith-based atrocities.

The cost of inaction could be severe. Nigeria’s CPC status could complicate security cooperation—including military training and intelligence sharing—and add to concerns over the foreign investment environment unless Abuja demonstrates measurable improvements.

More profoundly, the designation exposes the fragility of Nigeria’s social contract. When Nigeria gained independence in 1960, its founders envisioned a country where ethnic and religious pluralism would coexist. Decades later, deepening religious and ethnic polarization poses a threat to that vision. Unless the Tinubu administration tackles corruption, poverty, and insecurity, any diplomatic fallout will be secondary to the domestic unraveling already underway.

A path forward

Restoring confidence will require concrete steps. Tinubu should:

  1. Reassert Nigeria’s diplomatic presence in Washington. Nigeria, as the world’s largest Black democracy, should project the diplomatic stature befitting its status on the world stage. The absence of robust diplomatic representation has left Nigeria increasingly vulnerable in Washington. The country has been hit hard by the new US tariff policy and could face further repercussions if the Trump administration expands its travel ban. This diplomatic gap is particularly striking given that Nigeria is the most common country of origin for African immigrants to the United States and those of African descent. Restoring a full ambassadorial presence in Washington can help send a message that Abuja has the will and resources to revitalize US–Nigeria relations. A credible diplomat with bipartisan connections in Washington could help reset the tone of engagement and re-establish trust.
  2. Open Nigeria’s doors to transparency and external scrutiny. It is not enough for the government to dismiss claims of a “Christian genocide.” Nigeria must cultivate an atmosphere of transparency that allows external observers to assess the facts firsthand. That should include inviting assessments by USCIRF or multilateral partners such as the United Nations or the African Union, along with greater access for journalists, civil society organizations, and independent researchers.
  3. Restore accountability in Nigeria’s fight against sectarian violence. Many Nigerians have grown accustomed to government complacency and the impunity that has characterized the violence across parts of Nigeria. Abuja’s credibility at home and abroad depends on visible consequences for perpetrators of sectarian violence—regardless of faith or region—and protection of witnesses who can testify to atrocities. That starts with better funding for security forces. Nigeria’s fight against insecurity may remain a myth if its police force remains underfunded and ranked among the lowest globally in capacity and morale. The government must also address growing concerns that former Boko Haram fighters and other defectors are evading rehabilitation and reintegrating directly into local communities. Compensating victims, whether Christians or Muslims, while empowering them to rebuild and resettle, could further signal that the state values every Nigerian life equally.
  4. Prioritize the welfare of Nigerians and address the root causes of violence. Nigeria’s minimum wage stands at 70,000 naira (about $48) per month—one of the lowest in Africa—while legislators, among the highest paid globally, earn between $150,000 and $190,000 annually, and there has been a recent push for increased pay. This disparity reflects a failure to align the cost of governance with the realities of most citizens. Long-term security will depend on tackling the roots of instability: poverty, youth unemployment, and social exclusion. With eighty million Nigerian youths out of work, the government must expand education, job creation, and rural development, especially in conflict-prone areas. Prioritizing these domestic investments would signal commitment to reform and help shift Nigeria’s global image from a country that manages crises to one that builds resilience.

For its part, the United States should moderate its pressure with an open door for engagement. Blanket condemnation risks provoking defensiveness in Abuja. Constructive partnership could yield better results. US policy should aim not merely to punish but to strengthen Nigeria’s capacity to protect its own citizens. Without a doubt, Nigeria’s renewed CPC designation is a diplomatic alarm bell, but it need not herald a breakdown in US–Nigeria relations or escalate into a wider geopolitical standoff, with Beijing already warning against US “interference” or “use of force.” As an African adage cautions, “when two elephants fight, it is the grass that suffers”—and in this case, ordinary Nigerians stand to bear the cost of great-power rivalry in the region. The current imbroglio could instead become an inflection point, prompting both governments to re-evaluate their priorities and restore the principled cooperation that once defined their ties.

But the ball is now in Tinubu’s court. With Nigeria on the brink of a major diplomatic crisis with one of its most important strategic partners, he must confront extremist violence without inflaming sectarian divides, rebuild diplomatic trust with Washington, and prove that Nigeria’s diversity is its strength, not its death knell. If he can navigate that delicate balance, Nigeria might yet emerge from this moment of scrutiny stronger, more credible, more prosperous, and more united.


Ohimai Amaize is a Nigerian journalist and the senior editor for social media strategy and audience engagement at the Atlantic Council.

The post With Trump’s threats of military intervention in Nigeria, Tinubu faces a delicate balancing act appeared first on Atlantic Council.

]]>
The Millennium Challenge Corporation is needed for peace in the Great Lakes Region—and US mineral security https://www.atlanticcouncil.org/blogs/africasource/the-millennium-challenge-corporation-is-needed-for-peace-in-the-great-lakes-region-and-us-mineral-security/ Tue, 04 Nov 2025 17:16:12 +0000 https://www.atlanticcouncil.org/?p=884506 The Trump administration must back its diplomacy by demonstrating the United States' willingness to turn fragile deals into local development.

The post The Millennium Challenge Corporation is needed for peace in the Great Lakes Region—and US mineral security appeared first on Atlantic Council.

]]>
The accord between the Democratic Republic of the Congo (DRC) and Rwanda brokered by the United States in June represents more than a diplomatic breakthrough for the Trump administration. It is a test of whether Washington can transform plans for peace into a durable, mutually beneficial economic and security outcome in one of the most mineral-rich regions in the world.

The African Great Lakes region is where nearly three‑quarters of global cobalt is mined and where flows of untraceable tantalum, tin, and tungsten continue to fuel sustainability risks that ripple through the supply chains of US manufacturers. If the peace agreement and the related US-DRC critical minerals deal fail to deliver on their promises, illicit networks will entrench themselves further, and China will remain the default processor and refiner of the minerals core to electric vehicles, semiconductors, and defense systems. The United States has one instrument that can respond with the scale, speed, and credibility this moment demands—the Millennium Challenge Corporation (MCC).

Designed to turn political will into economic transformation

Founded in 2004, the MCC set out with the aim of using large grants to spur economic growth and open markets in poor countries with good governance. The MCC has been active in twenty-four African countries, making investments of over ten billion dollars in energy, agriculture, and infrastructure, with a notable 3,800 kilometers of road completed. Within the US government’s economic statecraft toolbox, the MCC’s large-scale grant capital is a rare and strategic asset able to fund enabling infrastructure for US investment in markets of strategic import. The MCC can also work regionally, not just bilaterally, which is exactly what a cross-border security and trade deal requires. Reimagined as “MCC 2.0,” it can accelerate the development of minerals-corridor infrastructure in African markets, help investors navigate complex permitting regimes, and crowd in US private investment. Armed with flexible funds, MCC compacts finance feasibility studies, workforce upskilling, data gathering, energy, and infrastructure that create the “bankability” that US investors need to move into the DRC market, while also driving regional economic development.

Unlike the US Development Finance Corporation, which is driving the US-Ukraine minerals deal signed earlier this year, the MCC has expertise in driving policy shifts by conditioning disbursements on reforms, addressing market entry barriers. The corporation’s regional focus also suits the fact that mineral supply chains will cross borders, allowing the MCC to reinforce both the corridor‑based US-DRC minerals deal and the related DRC‑Rwanda agreement. Tying disbursements to measurable governance benchmarks gives the United States leverage beyond diplomacy and makes reform inseparable from financing. With the MCC, the Trump administration has an execution platform, not just a financing source, that can support the long-term success of the US-DRC critical minerals deal. 

Country eligibility requirements: An operational choice, not legislative constraint

Over the past twenty years, the MCC has developed complex and often onerous eligibility requirements that score countries—using data from Freedom House, Reporters without Borders, and the World Bank, among others—and determine which can receive grants. Neither the DRC nor Rwanda would qualify for a full compact under MCC’s current scoring regime.

However, these eligibility practices do not have to stand in the way of the MCC being mobilized to make the peace and economic agreements successful. The metrics that are currently used to determine country eligibility are an operational choice: Such use of these metrics is not mandated by the statute that created the MCC, and it precludes the agency from adapting to urgent, strategic opportunities like the one now unfolding in Central Africa. Congress instructed the MCC to partner with countries demonstrating a commitment to governance, economic freedom, and investment in people, and the compacts must align with US national interests.

The procedural hurdles and rigid scorecard formulas that have been layered on the law’s framework can be removed by new political leadership. To let operational rigidity block US minerals security and Congolese development ambition is to let process defeat purpose.

MCC needs political direction

There is no need to rewrite the MCC’s authorizing statute. Congress has already put in place its legal authority and full‑year appropriations. What is needed is political direction. Now that the corporation has a new board that met in August, the agency is beginning work on compacts that had been paused during the foreign assistance review. US Secretary of State Marco Rubio, as chair of the MCC board, should instruct the MCC to fast-track a Great Lakes regional compact to become the platform for the execution of the peace agreement and critical minerals deal. Such a compact, focusing on power, rail, border systems, mining-skills training, and rule‑of‑law, could create an investible minerals corridor integrated with the US-supported Lobito Trans‑Africa Corridor* connecting the DRC to ports in Angola.  

At the least, a $750 million Great Lakes regional compact could rapidly do the following:

  • Support data collection and the use of artificial intelligence in minerals exploration;
  • Fund the basics of bankability, including through feasibility and environmental studies;
  • Co‑fund last‑mile rail and road spurs to connect the Kivu (in the DRC) and Copperbelt (in Zambia) nodes to Lobito rail and border crossings in coordination with the DFC’s Lobito financing;
  • Finance substation upgrades and dedicated lines to processing zones in eastern DRC;   
  • Digitize customs, implement pre‑clearance for certified minerals, and modernize warehousing;
  • Support metallurgy/geoscience training and tech transfer programs; and
  • Accelerate traceability and the formalization of the artisanal mining sector through digitization.

The metrics for success could be visible within a year in terms of private capital mobilized, US offtake agreements, and reduced cost of production. As specific mining projects mature, DFC and Export–Import Bank financing could be leveraged to match the growing need for equity and debt financing and insurance products.

The bottom line for the administration

The Trump administration should be applauded for its diplomatic efforts in Central Africa. Now it must back that diplomacy with a minerals corridor that demonstrates the shared economic dividends of peace. The MCC is operating, the board is engaged, and the legal and financial authorities exist to move now. A Great Lakes regional compact would leverage the MCC’s unique strengths—flexible grants, reform conditionality, and regional scope—to turn a fragile deal into durable minerals security and local development. Any delay would simply entrench China‑centric processing. It’s time to move fast, with the MCC in front.


Aubrey Hruby is a senior adviser and senior fellow at the Africa Center at the Atlantic Council and leads the center’s Critical Minerals Task Force.

*Rawbank, which supports the Atlantic Council Africa Center’s work on the Democratic Republic of Congo, has an equity stake in the Africa Finance Corporation, which leads the development of the Lobito Corridor.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post The Millennium Challenge Corporation is needed for peace in the Great Lakes Region—and US mineral security appeared first on Atlantic Council.

]]>
Mali has not just plunged into crisis. It has been unraveling for years. https://www.atlanticcouncil.org/blogs/africasource/mali-has-not-just-plunged-into-crisis-it-has-been-unraveling-for-years/ Fri, 31 Oct 2025 21:04:08 +0000 https://www.atlanticcouncil.org/?p=885004 Mali’s crisis runs deeper than recent coups. Military fragmentation, jihadist expansion, and severed international ties have left the landlocked nation isolated, economically strained, and socially fractured.

The post Mali has not just plunged into crisis. It has been unraveling for years. appeared first on Atlantic Council.

]]>
This week, the United States urged its citizens to leave Mali immediately, as an al-Qaeda affiliated group imposed a fuel blockade on the capital. More than a routine security warning, this move highlights the deep vulnerability of a country clinging to the illusion of military sovereignty, cut off from its partners, fractured internally, and suffocating in isolation—a stark contrast to Mali’s history and potential.

A coup that promised stability—and delivered chaos

When Colonel Assimi Goïta seized power in back-to-back coups in 2020 and 2021, he vowed the “refoundation” of a sovereign and secure Mali. Instead, the Malian army—trained to fight terrorism—ended up dismantling what was left of the state’s institutional foundations.

Initially expected to strengthen the military, the power grab only deepened its divisions, splitting the army between privileged loyalists of the regime and those sent to the front lines. Coupled with the departure of international forces from Mali, this fragmentation led to abandoned positions, weapons falling into the hands of separatists, and jihadists expanding their hold over the rural north.

Meanwhile, internal purges multiplied and intelligence services—once meant to hunt terrorists—turned inward, redirecting their focus toward political opponents of the regime. The recent imprisonment of former prime ministers Choguel Maïga and Moussa Mara epitomizes a security apparatus more obsessed with loyalty than with counterterrorism.

Bamako’s isolation has deepened

Mali’s internal fragility has been exacerbated by the fact that it has methodically cut itself off from regional and global partners. While its break with France could be framed as a quest for independence and a response to two decades of unsuccessful anti-terrorist operations, Bamako’s estrangement from African allies—particularly the Economic Community of West African States (ECOWAS)—and its withdrawal from the United Nations Multidimensional Integrated Stabilization Mission underscore the junta’s preference for isolation over cooperation.

Even relations with Algeria, which once maintained relatively cordial ties with Mali, have sharply deteriorated. In April, Mali accused its northern neighbor of sponsoring terrorism after the Algerian military shot down a Malian drone. Algiers responded by closing its airspace to Malian aircraft. Meanwhile, Turkey’s recent diplomatic overtures in Algeria suggest that Ankara—which had deepened cooperation with Mali over the past years—might also adjust its policy away from Bamako.

The Russia illusion is fading

The junta’s hope that new alliances could fill this gap has not materialized. Initially optimistic that cooperation with Russia’s paramilitary Wagner Group would help the Malian military suppress jihadist insurgencies, the partnership has instead produced disastrous outcomes. After the Russian mercenaries failed to make meaningful gains, the Kremlin announced in June that it would restructure the paramilitary organization into a new entity called the “Africa Corps,” leaving behind a gaping security and political vacuum.

According to internal reports, Malian soldiers and Russian mercenaries have since repeatedly clashed on the ground, and northern Mali has once again become a contested battlefield. In January 2024, the official abrogation of the 2015 Algiers Accord—a peace agreement with armed insurgent groups—reignited separatist tensions. As a result, the war in the north now stretches almost one thousand miles of front lines across territory the army struggles to control.

Amid this chaos, Mali has become a proxy battleground. Diplomatic sources cite indirect Ukrainian involvement—including intelligence assistance, drone supplies, and support for groups hostile to pro-Russian mercenaries. Meanwhile, Turkey advances its influence by supplying Bayraktar drones and technical support to the Malian army. Mali has essentially become a geopolitical chessboard, where foreign interests and competing local ambitions collide.

The economic asphyxiation of a landlocked nation

Adding to the chaos is Mali’s dependence on supply routes that are increasingly vulnerable. The landlocked country relies heavily on the Dakar-Bamako corridor to import essential goods. Senegal exports nearly 60 percent of its petroleum products to Mali, representing over 20 percent of its foreign trade. Meanwhile, the Casablanca-Nouakchott-Bamako corridor is blocked, as the commune of Diéma in the Kayes region is under siege by armed groups. The Abidjan-Bamako corridor is also disrupted, and even the internal route between Bamako and the city of Ségou in the northeast has come under growing threat, with attacks and kidnappings on the rise.

For weeks, fuel supplies have been interrupted by convoy attacks and restrictions imposed by armed groups, creating endless lines at Bamako gas stations. In a country where transportation, electricity, and logistics depend on diesel, this shortage is tantamount to a national shutdown. For the army, the consequences are severe: Without fuel, armored vehicles are immobilized, convoys are grounded, and northern bases are left exposed.

A fractured and demoralized society

Mali’s diversity has historically been a strength. Between the thirteenth and the fifteenth centuries, the Mali Empire, founded by Soundiata Keïta, was one of West Africa’s largest and most powerful civilizations. Stretching from the Senegal River to Gao and from the Sahara to the Gulf of Guinea, it thrived on multiculturalism and trade among different groups. In the fourteenth century, Mali was essentially a global commercial crossroads, supported by a flexible system that ensured stability across vast and diverse lands while maintaining a tradition of religious tolerance.

Today’s Mali tells a different story. Ethnic tensions in the central and northern regions, amplified by military abuses, have shattered intercommunity trust. The advent of self-defense militias has fractured national cohesion, and entire villages now refuse to cooperate with the armed forces. The demoralized population oscillates between fear and resignation.

Paths to reconstruction

The US evacuation call could foreshadow Mali’s imminent collapse. Yet, an end to the junta’s reign would not be cause for triumphalism, as Malians’ legitimate desire for sovereignty would persist.

For the time being, the urgent task is to mend the national fabric, restore constitutional order within a renewed governance framework, and rebuild alliances. To that end, the army must return to its primary role: defending the homeland, not governing it.

Counterinsurgency presents the most daunting challenge in this regard. France spent almost a decade on the ground, and while it had some early success, it abandoned its counterinsurgency effort.

While intelligence and counterinsurgency will be important going forward, it will be important not to repeat the mistakes of the past. Given the country’s fragmented state, dialogue with jihadists may be unavoidable. Still, their Wahhabi-inspired ideology remains marginal in Mali—and excessive concessions could spark conflict. Is there a potential institutional framework that reconciles demands for Islamization with maintaining a federal republic?

Addressing geographic challenges through deep decentralization or pragmatic federalism could restore power and responsibility to Mali’s regions. Engagement with the Atlantic—via Morocco’s proposals to enable access to the ocean for Sahel countries and Senegal’s historical cooperation—remains critical. Rebuilding ties with the subregion to jointly combat terrorism and reintegration into ECOWAS, even if it requires reform, is equally urgent.

Finally, Mali will need patriots capable of enlightened leadership—something the immediate predecessors of the junta failed to provide—to chart sustainable economic prospects. Mali’s assets remain vast: It is among Africa’s top gold producers; has untapped reserves of lithium, iron, bauxite, phosphates, manganese, and uranium; and has significant agricultural potential from cotton and livestock. Moreover, Mali maintains a strategic position in West Africa, with strong hydropower and solar potential, and, above all, a large and determined youth population.

All it needs is the right leadership to seize that potential.


Rama Yade is the senior director of the Atlantic Council’s Africa Center.

Hussein Ba is a Senegalese columnist who frequently covers security and political issues in Mali.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post Mali has not just plunged into crisis. It has been unraveling for years. appeared first on Atlantic Council.

]]>
Why Nairobi should look to New Delhi for its transit transformation https://www.atlanticcouncil.org/blogs/africasource/why-nairobi-should-look-to-new-delhi-for-its-transit-transformation/ Wed, 29 Oct 2025 20:05:15 +0000 https://www.atlanticcouncil.org/?p=884109 With a population approaching six million, Nairobi faces many of the same urbanization challenges as New Delhi and other cities in the Global South

The post Why Nairobi should look to New Delhi for its transit transformation appeared first on Atlantic Council.

]]>
Few nations have transformed their urban light rail systems as rapidly or as cost-effectively as India. In just over two decades, the country has emerged as a global leader in urban transit innovation—with the New Delhi metro standing out as its most remarkable success story. Serving more than 4.6 million passengers daily, the network—spanning ten color-coded lines over 218 miles (352 kilometers) and 257 stations—has fundamentally transformed the Indian capital’s public-transport landscape.

With a population approaching six million, Nairobi faces many of the same urbanization challenges as New Delhi and other cities in the Global South: rapid rural-to-urban migration, rising car ownership, and limited space for urban expansion—all putting immense pressure on the city’s transport infrastructure. Exploring the New Delhi model could provide a practical blueprint for addressing these challenges.

Lessons from India for African cities

Several features make the Delhi metro particularly instructive for cities like Nairobi. First, its per-kilometer construction cost of $24 million is not only low but the lowest among Indian metro projects—cheaper than similar endeavors in Mumbai, Bengaluru, Pune, and Chennai. This cost-effectiveness stems from the strong project governance and innovative procurement strategies by the Delhi Metro Rail Corporation (DMRC) and Rail India Technical and Economic Service, which have become sought-after consultants for metro projects both domestically and internationally, including Jakarta, Dhaka, and Mauritius. In New Delhi, DMRC leveraged Japanese engineering support to develop a hybrid model that balanced international standards with economic efficiency. Since Kenya—like many African countries—faces the twin challenge of building affordable infrastructure while managing a heavy debt burden, DMRC’s low-cost approach may be particularly appealing.

Second, India may offer a model that’s easier to replicate for Kenya than China. While the Chinese infrastructure record is impressive—and Chinese firms are still running many of Africa’s big infrastructure projects—its methods are not always applicable to countries with more robust private property protections. Meanwhile, India’s and Kenya’s laws around land acquisition and compensation are far more aligned. Whereas in China, the state can unilaterally appropriate land for public projects, both India and Kenya maintain stronger protections for property owners, including market-value compensation, judicial oversight, and public participation.

Third, the Delhi metro provides valuable lessons in logistical efficiency—and its seamless integration into the city’s urban fabric demonstrates the importance of transit-oriented development (TOD). In August 2025, the system set a new record by carrying 8.1 million passengers in a single day. In a city of more than fifteen million cars, it has significantly helped reduce road congestion, while simultaneously shortening travel times and lowering carbon emissions—all benefits that Nairobi could put to good use.

According to estimates, the Kenyan capital, notorious for its chronic traffic jams, loses an estimated $1 billion annually to congestion. As one of East and Central Africa’s largest economic hubs—accounting for half of Kenya’s formal employment and gross domestic product—it urgently needs a modern transit system incorporating TOD to reach its full economic potential. Not surprisingly, the Nairobi Metropolitan Area Transport Authority has noted that the “lack of a scheduled public transport system and an elaborate non-motorized transport network forces people to use personal vehicles over short distances, whereas they would have otherwise walked, cycled or used public transport.”

The road ahead for Nairobi’s urban transit

However, New Delhi’s experience also offers cautionary lessons: delays in early project phases, coordination failures among institutions, and challenges in integrating the metro with other transport systems. It will therefore be imperative that Nairobi plans for inclusive, equitable urban renewal, adapting rather than directly copying the New Delhi blueprint.

To emulate the Indian capital’s strategy and to avoid its missteps, Nairobi’s metro development should begin by focusing on high-density corridors and low-car-ownership areas, typically low-income neighborhoods. Such an approach would be more pragmatic than its current strategy of expanding highway infrastructure, such as the Nairobi Expressway, given that only 12.9 percent of Nairobi residents owned cars as of 2019. At the same time, the city must mitigate risks of gentrification and rising property prices that can accompany metro expansion.

Ultimate success—not only in Nairobi, but in other rapidly urbanizing African capitals—will depend on how well the New Delhi model can be tailored to the local context. As the continent’s urbanization rate is expected to climb from 45 percent in 2023 to around 60 percent by 2050, low-cost light rail systems will be central to Africa’s transportation future. While cities such as Dakar, Addis Ababa, and Lagos have already successfully implemented urban rail projects, many others will need to follow to live up to the promises of the African Union’s Agenda 2063, which envisions “world class infrastructure [that] criss-crosses Africa.”


Sibi Nyaoga is the program assistant for the Atlantic Council’s Africa Center. 

Srujan Palkar is the global India fellow at the Atlantic Council.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post Why Nairobi should look to New Delhi for its transit transformation appeared first on Atlantic Council.

]]>
The Lake Chad Basin could power growth instead of conflict https://www.atlanticcouncil.org/blogs/africasource/the-lake-chad-basin-could-power-growth-instead-of-conflict/ Tue, 21 Oct 2025 12:09:24 +0000 https://www.atlanticcouncil.org/?p=878921 Despite vast oil, gas, and mineral wealth, the Lake Chad Basin remains trapped in insecurity. Transforming resources into peace requires transparent governance, community trust, and accountable partnerships that deliver real benefits for citizens across the basin.

The post The Lake Chad Basin could power growth instead of conflict appeared first on Atlantic Council.

]]>
The Lake Chad Basin, stretching across parts of Nigeria, Niger, Chad, Cameroon, and the Central African Republic, has long been a hotspot of insecurity. In recent months, that insecurity has intensified further, as Boko Haram and affiliated jihadist factions have launched a renewed offensive against military forces. This development could trigger greater chaos and prevent the basin from turning its natural wealth into a peace dividend for years to come.

In June 2024, coordinated suicide attacks in Nigeria’s Borno State struck a wedding, a hospital, and a funeral within hours, killing more than thirty people and wounding over one hundred. Months later, militants overran a garrison in Chad, killing more than forty soldiers, demonstrating the insurgency’s ability to operate across borders.

In 2025, violence has escalated further. Bombings and improvised explosive devices tore through markets and roads in Borno: one July attack killed more than ten people, while another at a fish market claimed at least twelve lives. Analysts warn that Boko Haram and its offshoot, the Islamic State West Africa Province, may be undertaking a broader tactical reset—including renewed use of armed drones and roadside mines.

Fatalities near record highs

Across the basin, fatalities tied to militant Islamist groups hover near record highs. The Africa Center for Strategic Studies estimates nearly four thousand deaths over the past year, with new hotspots in Cameroon’s Far North. Humanitarian needs remain staggering, even as displacement has dipped slightly: as of May 2025, more than 2.9 million people were still displaced across the basin.

One pattern has proven consistent over time: military force alone cannot defeat a movement fueled by governance failures, economic exclusion, and security-force abuses. To their credit, regional governments have been recalibrating their responses.

The Multinational Joint Task Force (MNJTF) has demonstrated that joint, intelligence-driven operations can exact real costs on militants. In 2024, Operation Lake Sanity II destroyed camps in the region, neutralizing dozens of fighters, while coordinating air and ground actions across sectors—precisely the kind of cross‑border pressure the insurgents fear most.

The African Union’s Peace and Security Council has sought to align these operations with the Lake Chad Basin Commission’s Regional Stabilization Strategy. At the same time, the UNDP-managed Regional Stabilization Facility launched a four-year phase to fund rapid, visible rehabilitation in liberated hubs.

Yet the basin’s security architecture is fragile. In April, Niger’s junta announced its withdrawal from the MNJTF to focus resources on protecting oil infrastructure. Whether a formal withdrawal has taken place remains unclear, but this episode illustrates how diplomatic tensions, national politics, and energy priorities can disrupt longtime cross-border routines.

The resource paradox

Security is only one half of the ledger. The other is an economic paradox: the Lake Chad countries are rich in hydrocarbons and minerals, yet governance weaknesses hinder their wealth from being transformed into opportunity or legitimacy.

Nigeria holds Africa’s largest natural‑gas reserves and is a top oil producer, but years of underinvestment, theft, and opaque contracting have eroded both its economic impact and public confidence. Cameroon is pushing to revive upstream and downstream activities—including a long-planned overhaul of its national oil refining company (SONARA)—while eyes turn to gas-to-power and storage investments that could anchor industrial growth if policy risks are managed carefully.

Niger, known for its high‑grade uranium, has also become an oil exporter through a nearly two-thousand‑kilometer pipeline to Benin. Despite diplomatic spats and sabotage last year, shipments resumed in August 2024, and the corridor now sits at the intersection of energy and politics. Chad, for its part, remains tied to the Chad–Cameroon export system that once carried the promise of a model corridor for development—and the cautionary tale of how social safeguards can fray without sustained transparency.

Why hasn’t all this resource potential translated into security and shared prosperity? Because governance is failing.

Governance failures feed insecurity

The latest Transparency International index scores Nigeria, Cameroon, Chad, and Niger among the world’s most challenging environments for transparent governance and accountable public spending. Sector‑specific governance is equally uneven.

On paper, Nigeria’s 2021 Petroleum Industry Act offers a pathway to streamline the industry and share benefits with host communities. However, the broader oil-and-gas governance score remains classified as “weak,” with licensing transparency a persistent issue that discourages responsible investment. In practice, corruption and predation squander revenue and fuel insecurity, reinforcing insurgent claims that the state extracts resources while communities are left to suffer.

At the rural margins, citizens face corruption and insurgent “taxation,” which erodes trust and cooperation. Addressing this issue requires linking security, governance, and economic recovery through targeted operations paired with rapid stabilization: repairing infrastructure, restoring services, supporting livelihoods, and building accountable community security forces integrated into professional policing.

What real stabilization requires

Stabilization efforts should align with the Lake Chad Basin Commission’s strategy and be scaled through UNDP funding to turn military gains into trust. Resource development must adhere to strict transparency, requiring community consent, open contracts, shared revenues for local infrastructure, and genuine job creation. The Africa Mining Vision offers a framework for equitable, community-driven benefits—and it should become the standard for foreign‑backed deals in the basin.

Foreign partners should welcome this clarity. Partnerships—whether for offshore oil blocks, uranium concessions, or pipeline rights—must transfer technology, build local supply chains, and co‑finance community assets. This governance‑first approach serves both as development policy and a security strategy: when contracts are transparent, new pipelines fund local clinics and roads, and jobs are allocated to qualified locals, militants lose their recruiting fuel.

Trust as the ultimate security

Leaders must ground counterinsurgency in transparent, mutually beneficial economic deals. Despite persistent violence, governments have demonstrated their ability to coordinate effectively, and communities have proven resilient, with markets and farms sustaining life amid conflict.

The region’s resource base is real: oil and gas in Nigeria and Cameroon, uranium and oil in Niger, and a regional pipeline network that could become a development corridor—rather than a grievance machine—if managed effectively. The decision is ultimately political. Double down on short-term force and opaque resource deals, and violence will continue to adapt while the development window narrows. Or tackle the roots of conflict and build a transparent partnership that puts citizens first.

Only the latter can transform Lake Chad’s natural wealth into durable security—and offers the potential to outpace an insurgency that has finally learned to survive.

Stabilizing the Lake Chad Basin is fundamentally about trust. Building trust—through state protection, transparent contracts, and fair partnerships—is the only way to turn the basin’s crisis into an opportunity. If regional leaders commit now, alongside citizens who can hold them accountable, they can match insurgents’ adaptability and steer the region toward peace and prosperity.


Jude Mutah is a policy expert with extensive experience in Africa and holds a doctorate in Public Administration from the School of Public and International Affairs at the University of Baltimore. He has worked with the United States Institute of Peace and the National Endowment for Democracy.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post The Lake Chad Basin could power growth instead of conflict appeared first on Atlantic Council.

]]>
Putin seeks more foreign fighters amid mounting Russian losses in Ukraine https://www.atlanticcouncil.org/blogs/ukrainealert/putin-seeks-more-foreign-fighters-amid-mounting-russian-losses-in-ukraine/ Thu, 16 Oct 2025 20:55:05 +0000 https://www.atlanticcouncil.org/?p=881650 With fewer and fewer Russians ready to volunteer for the war in Ukraine, Putin is seeking to recruit more foreign fighters from across Africa, Asia, and beyond, writes David Kirichenko.

The post Putin seeks more foreign fighters amid mounting Russian losses in Ukraine appeared first on Atlantic Council.

]]>
As Russia’s full-scale invasion of Ukraine approaches the four-year mark, Moscow is facing increasing difficulties replenishing the ranks of its invading army. With fewer Russians now prepared to volunteer, the Kremlin is seeking to recruit more foreign fighters to serve in Russian President Vladimir Putin’s colonial war.

A number of recent media reports have highlighted the growing role of foreign nationals in the Russian military. In early October, an Indian citizen was captured by Ukrainian forces while fighting for Russia. The 22 year old claimed to have been arrested in Russia while studying and pressured into signing a contract with the Russian army in order to secure his release from prison. After just two weeks of basic training, he was sent to the front lines of the war in Ukraine.

Also in early October, the Los Angeles Times reported that Russia may have recruited tens of thousands of foreign fighters via social media, with many coming from disadvantaged countries across the Middle East, Africa, and East Asia. The article detailed how many of these recruits are allegedly enticed with offers of generous benefits including large salaries and Russian citizenship in exchange for military service in non-combat roles. In practice, however, most are soon sent straight into battle.

Meanwhile, a group of more than twenty Kenyan men were rescued from a suspected human trafficking ring in September following a raid on a residential complex in Nairobi. The men had reportedly been promised jobs in Russia but were set to be sent to fight in Ukraine. The multi-agency operation highlighted growing concerns that Moscow is stepping up efforts to lure African men to Russia and forcing them to join the Russian army.

Stay updated

As the world watches the Russian invasion of Ukraine unfold, UkraineAlert delivers the best Atlantic Council expert insight and analysis on Ukraine twice a week directly to your inbox.

The single largest contingent of foreigners currently fighting for Russia may be Cubans. An October 2 cable from the US State Department sent to dozens of US diplomatic missions claimed that up to 5000 Cuban nationals are currently serving in the ranks of Putin’s army. Ukrainian officials say the total number could actually be far higher and estimate that as many as 20,000 Cubans may have been recruited by Russia.

While Russian officials have typically been tight-lipped about the presence of foreigners in the country’s military, some have recently acknowledged the growing presence of Cuban troops. Andrey Kartapolov, who heads the Russian Parliament’s Defense Committee, defended the practice of recruiting Cubans and indicated that many more may soon be joining the invasion of Ukraine. “If young people from Cuba want to help our country, there is nothing strange about that,” he commented.

This increasing openness has also been evident in relation to the participation North Korean soldiers in Russia’s war. When reports first emerged of North Korean troops being deployed to Russia in late 2024, the Kremlin responded with a series of denials. Months later, Putin himself officially confirmed the presence of a North Korean contingent. “We will always honor the Korean heroes who gave their lives for Russia, for our common freedom, on an equal basis with their Russian brothers in arms,” he commented in April 2025.

It is easy to understand why Moscow is so interested in enlisting foreigners to support the Russian invasion of Ukraine. According to Britain’s Ministry of Defense, more than one million Russian soldiers have been killed or wounded since the start of the full-scale invasion, making the current war by far the costliest undertaken by the Kremlin since World War II.

The human wave tactics favored by Russian commanders require a steady supply of fresh troops, but Moscow is reluctant to conscript large numbers of Russian civilians into the army. A partial mobilization in September 2022 sparked a major backlash, with hundreds of thousands of Russians fleeing the country to avoid wartime service. Instead, the Kremlin has focused on sourcing manpower from Russia’s prison population and attracting volunteers by offering increasingly large financial incentives. CNN reports that numerous Russian regions have dramatically increased the amounts they offer to new recruits in recent months amid a decline in volunteers.

There are growing indications that the current approach may no longer be enough to compensate for Russia’s heavy losses on the front lines in Ukraine. The number of new recruits receiving signing-on bonuses during the second quarter of 2025 was the lowest in two years, according to research by independent Russian investigative outlet iStories based on Russian federal budget data. The outlet’s findings indicated that around 38,000 people volunteered for military service between April and June 2025, two and a half times lower than the figure for the same period one year earlier.

The Kremlin’s appetite for foreign fighters is not merely an attempt to make up the numbers. Crucially, Moscow also regards the recruitment of non-Russian troops as significantly cheaper and less politically risky. Since 2022, the Kremlin has established an extensive system of compensation payments for Russian soldiers killed or wounded in Ukraine. None of this applies to foreigners. Likewise, every Russian military death on the Ukrainian front lines risks fueling anti-war sentiment at home, while casualties from faraway lands have virtually no impact on Russian public sentiment.

These factors have encouraged Putin and other Kremlin leaders to view foreign fighters as an expendable alternative to dwindling numbers of Russian recruits. “If a foreigner dies, there are no social payouts and no responsibility. There are no relatives inside Russia who are unhappy with the war, and of course there are fewer dead Russians,” Ukrainian Military Intelligence spokesman Andriy Yusov told US Congress officials in September.

Moscow’s efforts to secure more foreign troops are an indication of the mounting manpower challenges confronting the Kremlin. Russia is still a very long way from running out of soldiers, but Putin has no more easy options as he seeks to replenish his decimated invasion force and continue the war into a fifth year. With declining numbers of Russians prepared to risk their lives in exchange for financial incentives, Putin may have to choose between a deeply unpopular mobilization or a further expansion of Russia’s international recruitment campaign. Neither option is likely to produce the kind of skilled and motivated fighting force capable of defeating Ukraine.

The presence of assorted Cubans, North Koreans, Indians, Africans, and other foreign troops within Putin’s military directly undermines widespread but misleading notions of Russia’s limitless resources. In reality, the Russian army in Ukraine is increasingly overstretched and may be far more vulnerable than Moscow would like us to believe. This should motivate Kyiv’s partners to expand their support for the Ukrainian war effort. Putin currently has no interest in ending his invasion, but the prospect of military defeat could force him to accept the necessity of a negotiated peace deal.

David Kirichenko is an associate research fellow at the Henry Jackson Society.

Further reading

The views expressed in UkraineAlert are solely those of the authors and do not necessarily reflect the views of the Atlantic Council, its staff, or its supporters.

The Eurasia Center’s mission is to enhance transatlantic cooperation in promoting stability, democratic values, and prosperity in Eurasia, from Eastern Europe and Turkey in the West to the Caucasus, Russia, and Central Asia in the East.

Follow us on social media
and support our work

The post Putin seeks more foreign fighters amid mounting Russian losses in Ukraine appeared first on Atlantic Council.

]]>
African voices are shaping G20 discussions around international financial architecture reform https://www.atlanticcouncil.org/blogs/africasource/african-voices-are-shaping-g20-discussions-around-international-financial-architecture-reform/ Thu, 16 Oct 2025 14:17:03 +0000 https://www.atlanticcouncil.org/?p=878929 Africa is not merely affected by these reforms. It is actively shaping them.

The post African voices are shaping G20 discussions around international financial architecture reform appeared first on Atlantic Council.

]]>
“Reforming the global financial architecture” has become a central theme in multilateral discussions.

Today’s global financial architecture was designed in 1944 at the Bretton Woods conference, which looked to rebuild postwar Europe. But there was no African representation there. Today, the global financial system struggles to meet the needs of a continent that is home to 1.5 billion people—nearly a fifth of the world’s population. African countries still face high borrowing costs, debt distress, and limited fiscal space.

But now, policy forums are looking to reform the financial system to ensure that it works for African countries. One such forum is the Group of Twenty (G20) International Financial Architecture Working Group (IFAWG), a technical working group of the G20’s Finance Track, which focuses on monetary, fiscal, and economic issues. I am participating in the group today in my capacity as an advisor at the African Development Bank. Here’s my analysis on the policy discussions we’re having this year in the IFAWG and why they matter for Africa.

Inside IFAWG

IFAWG was established following the 2008 global financial crisis and is mandated to promote stability in the international financial system. Initially focused on issues including capital flow volatility and crisis prevention, its role has since expanded dramatically. Today, the working group is the G20’s central venue for discussions on sovereign debt and debt sustainability, cost of capital, reforms of multilateral development banks (MDBs), and strengthening the global financial safety net.

The group submits its deliverables to the G20 Finance Ministers and Central Bank Governors Meetings, and such deliverables ultimately form part of the negotiated G20 communiqué. That’s why African representation in these working groups is so important. These groups are fora where policies are shaped before receiving endorsement at the ministerial level.

This shaping—of both policy and conversation—has increasingly been conducted by African voices, particularly during South Africa’s G20 presidency this year. South Africa chose “Solidarity, Equality, Sustainability” as the theme of its presidency, and it has set priorities intended to align with the development needs of the African continent and the Global South. Within IFAWG, such priorities include strengthening MDBs, mobilizing development finance, addressing sovereign debt sustainability and liquidity challenges, reforming the global financial safety net, and enhancing capital flows to emerging markets and developing economies.

Strengthening MDBs and unlocking capital

IFAWG is focusing on strengthening MDBs, as implementing reforms will be particularly important for unlocking much-needed capital at scale. But the MDB-reform agenda has already been underway for some time. It began under Italy’s 2021 G20 presidency, when Italy initiated a review of capital adequacy frameworks, which help banks pinpoint the capital needed to support their assets, liabilities, and risks. By conducting the review, the G20 was looking to boost MDB lending capacity to respond to global challenges. The subsequent Indonesian, Indian, and Brazilian G20 presidencies have built on this work, with Brazil’s presidency specifically devising a roadmap for reforms to enable such banks to better address regional and global challenges—and ultimately help countries achieve their development objectives.

IFAWG, under the South African presidency, has focused its MDB work on a monitoring and reporting framework to track the implementation of these recommendations. Africa’s role in shaping this conversation is crucial for designing financial innovations geared toward the continent’s wants and priorities. For example, to boost MDB lending, the African Development Bank and Inter-American Development Bank worked together on a joint proposal to use special drawing rights (or SDRs, global reserve assets maintained by the International Monetary Fund) as hybrid capital. In practice, this proposal would allow advanced economies to channel unused SDRs to the African Development Bank or Inter-American Development Bank, while still counting them as reserves. Subsequently, both banks could then leverage these SDRs to raise more financing on markets, multiplying their impact and providing long-term, low-cost resources for development.

On a broader scale, the G20 at a ministerial level is catching up to the conversations about strengthening MDBs and unlocking capital. This can be seen in G20 support, as expressed in recent communiqués, for the seventeenth replenishment of the African Development Fund—the concessional financing window of the African Development Bank Group, which provides grants and low-interest loans to Africa’s lowest-income countries.

Addressing debt sustainability

IFAWG is paying particular attention to fixing the debt architecture because of the urgency of doing so. African countries, on average, pay a roughly 300-basis-point risk premium on what they borrow from international financial markets, unlike even similarly rated peers. Interest payments alone consume 18 percent of government revenues on average. These are resources diverted from health and education systems, as well as infrastructure projects. Under these circumstances, many African nations find themselves at high risk of debt distress.

The G20’s Common Framework for Debt Treatment, launched under the Saudi Arabian presidency in 2020, was meant to provide a structured and coordinated approach to sovereign debt restructuring for eligible low-income countries. Four African countries—Chad, Zambia, Ghana, and Ethiopia—have entered the framework, each navigating complex restructurings with mixed outcomes. Although the framework received much attention for being bold, its execution has drawn criticism for lack of clarity, predictability, and speed.

In response, IFAWG is working to improve transparency and consistency. African voices have played an active role in pushing for predictability, speed, and transparency. Senior government officials are advocating for faster and more transparent debt-resolution processes, more predictable timelines, a fair participation of all creditors, to name a few issues.

Therefore, Africa is not merely affected by these reforms. It is actively shaping them. The continent is proactively engaging in technical debates and, in so doing, is producing foundational shifts on issues ranging from strengthening multilateral development banks to debt restructuring and reducing the cost of capital. As the G20 Leaders Summit nears, Africa’s voice is no longer on the margins; it is at the heart of global financial reform. IFAWG’s work is proof of that.


Sijh Diagne is an advisor to the vice president of finance and chief financial officer of the African Development Bank Group. He participates as a representative of the African Development Bank at the G20 International Financial Architecture Working Group meetings. He previously served as senior advisor to the minister of economy, planning, and cooperation of Senegal and as G20 deputy representing the African Union during Senegal’s African Union chairmanship in 2022.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post African voices are shaping G20 discussions around international financial architecture reform appeared first on Atlantic Council.

]]>
Responsible stewardship models can transform Africa’s mineral wealth into prosperity https://www.atlanticcouncil.org/in-depth-research-reports/report/responsible-stewardship-models-can-transform-africas-mineral-wealth-into-prosperity/ Tue, 14 Oct 2025 15:00:00 +0000 https://www.atlanticcouncil.org/?p=880720 As investors race to secure access to Africa’s supplies of critical minerals, African nations should invest some of the proceeds in sovereign wealth funds that can manage mineral revenue transparently, protect African economies from price volatility, and secure the benefits of finite resources in a sustainable way.

The post Responsible stewardship models can transform Africa’s mineral wealth into prosperity appeared first on Atlantic Council.

]]>

Bottom lines up front

  • As the global race for minerals critical to green energy tech heats up, African nations should manage their mineral revenues with sovereign wealth funds applying best practices from funds like Norway’s and Saudi Arabia’s.
  • Well-structured, credible sovereign wealth funds would lower risk, attract liquid capital markets, and facilitate strategic alliances for African nations.
  • By aligning resource wealth management with domestic industrial policy, African countries can move beyond extraction and play a greater role in global supply chains.

Current production of critical minerals is largely insufficient to keep up with rapidly growing global demand for cobalt, nickel, manganese, and other minerals that are essential for new green technologies.

Africa has a significant opportunity to capitalize on the large-scale investments currently unfolding in the global mining sector: Roughly one-third of the world’s metal reserves including copper, cobalt, lithium, and manganese are found there. If the continent can move beyond extraction to maximize value through refining, it has the potential to become a major global hub for the mining industry.

However, the extreme volatility of natural resource revenues leaves African economies vulnerable to external shocks from fluctuating commodity prices, which can lead to substantial economic downturns. Additionally, the capacity limitations and operational bottlenecks within African governments often hinder the effective conversion of resource revenues into productive investments and long-term benefits. Given that minerals are inherently finite resources, there is a risk of declining trade balances as the surge in mineral earnings may be offset by increased imports of goods and services. Concurrently, other sectors of the economy may experience a decline in exports, particularly those disrupted by the rapid expansion of the critical minerals sector, potentially leading to the phenomenon known as “Dutch disease.”

To mitigate these risks, many mineral-rich nations have established sovereign wealth funds as tools for fiscal and financial planning, supporting both short- and long-term policy objectives. The primary purpose of these funds is to manage mineral revenues transparently and sustainably, protecting domestic economies from the volatility of strategic mineral and petroleum revenues while promoting long-term economic stability. Industrialized and developing nations alike have adopted sovereign wealth funds as a mechanism to stabilize government spending, shield against inflationary shocks, and serve as an intergenerational savings tool for finite resources.

In the African context, effective management of natural resource revenues presents a unique opportunity to drive long-term economic development. By adopting best practices, these revenues can be leveraged to invest in human and physical capital, build economic buffers to weather external shocks, and create lasting financial reserves. Transforming mineral resources into financial or physical assets can benefit citizens and foster broad-based economic and social development.

Read the full report

About the author

Mamadou Fall Kane is a nonresident senior fellow at the Atlantic Council’s Africa Center. He also is the deputy secretary of Senegal’s Strategic Orientation Committee for Oil and Gas, a committee created by the president to strengthen the management of natural resources following Senegal’s accession to the Extractive Industries Transparency Initiatives. He was energy advisor to the Senegalese president from 2016 to 2024. He graduated from Sciences Po Paris before completing his education at the Ecole Polytechnique of Paris in economics and public policy. He also holds an executive master’s degree in management and finance in innovation from the University of California, Berkeley.

Related content

Explore the program

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post Responsible stewardship models can transform Africa’s mineral wealth into prosperity appeared first on Atlantic Council.

]]>
How a weaker US dollar can help debt-burdened African countries https://www.atlanticcouncil.org/blogs/new-atlanticist/how-a-weaker-us-dollar-can-help-debt-burdened-african-countries/ Tue, 07 Oct 2025 18:47:39 +0000 https://www.atlanticcouncil.org/?p=879094 Trump’s drive to weaken the US dollar is having global side effects. For some African countries, it is helping to ease immediate fiscal pressures.

The post How a weaker US dollar can help debt-burdened African countries appeared first on Atlantic Council.

]]>
US President Donald Trump is lending Africa a helping hand—through policies that have contributed to a weaker US dollar.

Since the start of Trump’s second term, the US dollar has depreciated by roughly 12 percent against a broad basket of currencies, including many across Africa. For African economies that borrow and trade in dollars, a weaker greenback eases debt burdens and lowers import costs. In this way, a weaker dollar provides these African countries with unexpected breathing room in an otherwise difficult global financial environment.

Why do African countries rely so heavily on the US dollar?

Challenges around public debt in Africa are not a recent development, but a structural feature of the continent’s political economy. For several decades, many African governments have faced persistent difficulties in mobilizing sufficient domestic capital to meet rising expenditure demands. These constraints stem largely from the shallowness of domestic financial markets, characterized by a narrow investor base and underdeveloped institutional investors. Consequently, many countries have relied on external borrowing. 

Instruments denominated in local currencies attract little demand in international markets, compelling leaders to issue debt in foreign currencies—primarily the US dollar, followed by the euro. Relying on foreign currency borrowing exposes governments to significant exchange rate risk, as currency movements remain beyond their control. The Mo Ibrahim Foundation recently estimated that more than 70 percent of Africa’s external public debt is denominated in US dollars.

External debt denominated in foreign currency is a suboptimal financing strategy that amplifies a range of macro-financial vulnerabilities. It is a short-term solution to a long-term problem. Exchange rate risk is the most obvious concern, compounded by the nature of international capital markets. Sovereign debt issued in US dollars by countries other than the United States is typically priced with a risk premium above the benchmark yield on US Treasury securities, due to perceived credit risk and broader investor sentiment toward emerging markets. 

Moreover, African leaders frequently issue debt with relatively short maturities, heightening rollover risk and constraining fiscal space for long-term development planning. This dynamic results in a paradox: Governments rely on a costlier and more volatile source of financing to address structural investment needs that, by definition, require stability and predictability.

How much external debt is there?

The chart below presents the ratio of external debt-to-gross domestic product (GDP) ratio for selected African economies, alongside the nominal interest payments denominated in US dollars. In Mozambique’s case, external debt exceeds 300 percent of GDP. Aggregate interest obligations on external public debt across the continent now exceed $23 billion annually. This scale of debt service illustrates the growing fiscal burden associated with liabilities in foreign currency, which divert scarce public resources away from development priorities and render African countries more vulnerable to changes in global financial conditions. 

How much debt is too much?

The ongoing accumulation of public debt in Africa—exacerbated by the COVID-19 pandemic and increasingly frequent extreme weather events—has pushed several countries to the brink of default. According to the International Monetary Fund’s (IMF) 2023 Debt Sustainability Analysis, seven African countries are already in debt distress, while an additional thirteen are classified as being at high risk. At present, the IMF has active programs with twenty-five African countries with approved commitments exceeding 21.5 billion in special drawing rights (SDR)—equivalent to around $30.9 billion. SDR is an international reserve asset created by the IMF, valued against a basket of major currencies, and used to supplement member states’ foreign exchange reserves. 

Among IMF instruments, the most widely used in Africa is the Extended Credit Facility (ECF)—the organization’s flagship concessional lending tool for low-income countries. The ECF provides long maturities, zero-interest financing, and reform support. It is intended to help enable governments to address persistent balance-of-payments pressures and advance structural reforms. Typically, countries request an ECF arrangement when short-term financing proves insufficient to meet prolonged macroeconomic and developmental challenges. The chart below presents a more comprehensive picture of the IMF’s current engagement in Africa.

How a weaker dollar is helping

Any precise assessment of Africa’s external debt trajectory must consider the value of the US dollar. For African countries, where more than two thirds of external public debt is denominated in US dollars, a depreciation of the dollar relative to local currencies temporarily reduces the cost to service debt and creates additional fiscal space for the government. 

In this sense, a weaker dollar provides a measure of relief, not strain. To be sure, the value of a free-floating currency can change rapidly, reversing positive fiscal impact. It is important to note that a weaker dollar can also negatively impact African exports to the United States, as it makes African-made products more expensive relative to the stronger dollar. The trade landscape between the United States and Africa is further complicated by the recent expiration of the African Growth and Opportunity Act, a US trade program that grants duty-free access to the US market for thousands of products from eligible sub-Saharan African countries to promote economic growth and development.

The trend of a weaker dollar is likely to continue. Since the beginning of Trump’s second term, the US dollar has depreciated by roughly 12 percent against a set of major African currencies, yielding an estimated $2.3 billion in annual savings on interest payments. This additional fiscal space provides governments with a unique opportunity to either front-load debt repayments or accelerate the implementation of development projects. 

How African countries can seize this momentum

African countries could use the additional fiscal space to pursue front-loading debt repayments. In its April 2025 Regional Economic Outlook for Sub-Saharan Africa, the IMF commends the region for reducing public debt levels. However, the primary driver of lower public debt has been the GDP deflator—in other words, inflation—followed by real GDP growth, while the nominal stock of debt has remained broadly unchanged. The fiscal savings resulting from a weaker US dollar present an opportunity to accelerate principal repayments, strengthen the fiscal position, and bolster market confidence in the long term.

Another possible use of the extra resources would be to accelerate large-scale development projects aimed at boosting growth in the private sector—while avoiding the subsidization of private consumption—and enhancing productivity. It is important for governments to avoid welfare projects that would increase daily spending, creating long-term fiscal liability when conditions become less favorable. Instead, African governments should seek to leverage their young populations by expanding access to education and digital services, which could unlock innovation potential and lead to sustainable growth. 

Path toward the domestic debt market

In a long-term strategy, echoing the IMF’s recommendations, African countries should intensify their efforts to develop domestic debt markets as the foundation for long-term fiscal sustainability and effective debt management. Strengthening local markets would yield several benefits. First, issuing debt in local currency eliminates exchange-rate risk, insulating public finances from external currency fluctuations. Second, if appropriately designed, domestic markets can facilitate the extension of debt maturities, thereby enhancing stability and predictability in public debt management. Third, a broader domestic investor base ensures that interest payments remain within the local economy, supporting financial sector development and reducing the transfer of national resources abroad.

So, one might ask: What has prevented African countries from working toward a more robust domestic debt market? The answer lies in the complexity of the issue, which requires a long-term plan. Macroeconomic challenges such as a shallow investment base, underdeveloped financial infrastructure, and institutional weaknesses demand a well-anchored strategy. It is important to start this process when fiscal conditions are more favorable. Eliminating central bank deficit financing would be a welcome first step forward.

By most indications, the Trump administration did not set out with the intention to weaken the US dollar. But a reality of the second term so far has been a weaker dollar, and this outcome carries far-reaching implications. For African countries with external debt denominated in dollars, this development offers a welcome reprieve, easing fiscal pressures and creating new policy space. It’s now up to national authorities to proactively seize this opportunity, as the current environment of a weaker dollar may prove temporary. The moment is favorable—decisive action today can translate into lasting economic resilience tomorrow.


Bart Piasecki is an assistant director at the Atlantic Council’s GeoEconomics Center.

Juliet Lancey, a young global professional at the GeoEconomics Center, contributed research to this article.

The post How a weaker US dollar can help debt-burdened African countries appeared first on Atlantic Council.

]]>
‘Bread and circuses’ no more: Morocco’s Gen Z rejects spectacle politics https://www.atlanticcouncil.org/blogs/menasource/bread-and-circuses-no-more-moroccos-gen-z-rejects-spectacle-politics/ Tue, 07 Oct 2025 17:52:20 +0000 https://www.atlanticcouncil.org/?p=879886 The youth-led demonstrations make clear that Morocco stands at a crossroads between spectacle and substance.

The post ‘Bread and circuses’ no more: Morocco’s Gen Z rejects spectacle politics appeared first on Atlantic Council.

]]>
The term “bread and circuses,” first used by Roman poet Juvenal to criticize the emperors’ appeasement of the masses through basic needs and grandiose gladiator shows, echoes today in many of Morocco’s disjointed development plans. This perception by the country’s youth that Rabat actively governs its citizens with “bread and circuses” is at the center of a wave of demonstrations that have shaken Morocco since September 27.

The younger “Gen Z” generation is leading the latest protest movement, demanding greater government accountability and structural reforms in the fields of employment, health, and education. The movement represents the largest mass protest the country has seen since the February 20, 2011, Arab Spring uprisings. These demonstrations place Morocco at a crossroads between spectacle and substance, as its youth are no longer content with “bread and circuses” alone. The most anticipated reaction, however, is due this week—with a consequential address from King Mohamed VI to the parliament set for October 10.

A healthy sign in a two-speed country

On September 11, Morocco celebrated the inauguration of its state-of-the-art Prince Moulay Abdellah soccer stadium in Rabat, which has a capacity of 68,500 and a construction cost of over $75 million. This architectural jewel was completed in under two years, just months before hosting the 2025 African Cup of Nations. Three days later, protests erupted in the coastal city of Agadir over medical negligence, leading to the alleged death of several female patients. The incident, along with the stark contrast between the country’s sports ambitions and public health policies, fueled public outrage among Morocco’s youth online, leading to the launch of the #GenZ212 hashtag and calls for protests.

The kingdom lives in a disjointed reality, where the government prioritizes large-scale infrastructure and entertainment projects over the country’s external branding and tourism industry at the expense of investing in servicing its citizens. This reality was best described with the words of the kingdom’s own monarch: “a two-speed country.”

Morocco, for example, is eleventh in the world on the FIFA soccer ranking, yet ranks 120th out of 193 countries in the United Nations’ 2025 Human Development Index (HDI). It is building the largest stadium in the world in anticipation of hosting the 2030 World Cup, yet it still sits in the bottom half globally of the Healthcare Index score. It rose to second place as the fastest bullet train in the world and dropped to ninety-eighth place in the Global Knowledge Index.

Protests in a stable and dynamic country like Morocco, with a historical empire muscle and a proven survival record over the past twelve centuries, should be seen as a positive form of political participation. That’s especially true given the outsized participation of a younger, statistically more apathetic generation—and serves as a sign of a healthy society holding accountable its elected officials amid the apparent failure of performative, spectacle politics. Nonetheless, danger persists if the demonstrations spiral further. The protests have already seen moments of confrontation and vandalism, resulting in casualties, signaling how volatile the situation could become.

A generation searching for the ‘One Piece’

To understand the ongoing demonstrations, it’s essential to understand the generation that drives them. There are nearly eleven million Moroccans between the ages of fifteen and thirty-four, a quarter of whom are NEET (Not in Education, Employment, or Training), according to a recent study by the Moroccan Economic, Social, and Environmental Council (CESE). The rates are far worse among women and in rural populations. Morocco’s unemployment rate soared to 13.3 percent in 2024, as the economy continues to recover from the COVID-19 crisis, despite achieving significant strides in niche industrial sectors like automotive, aeronautics, and pharmaceuticals. The current Akhannouch government coalition, led by a mishmash of oligarchs and technocrats, vowed to reduce unemployment to under 9 percent and create 350,000 new jobs by 2026, but failed to convince Moroccan youth who grew disenchanted with most political elites.

The numbers place Gen Z as the lowest age group in terms of political participation, with only 33.5 percent of the eighteen to twenty-four-year-olds registered to vote, and 55 percent of the eighteen to twenty-nine age group wanting to emigrate. Still, the massive numbers of youths who took to the streets, paired with their active online engagement, offer a different point of insight on youth political investment. Mobilization content produced on social media platforms like Discord and Instagram demonstrates a sophisticated understanding of political dynamics and a high sense of social justice.

The symbolism used in some social content borrows metaphors from popular culture, such as the Korean series Squid Game or the Spanish drama The Platform—both startling allegories about social injustice and proletarian struggle—confirms the values and aspirations guiding the protests. Similar to Gen Z movements in Nepal, Indonesia, and Europe, there is one Japanese anime that became the main symbol of these protests: One Piece. Moroccan youth seem to identify most with the manga, which tells the story of a brave subaltern youth seeking to defeat the establishment and find a mysterious treasure called the One Piece.

The ‘Zlayji’ versus the ‘Hargaoui’

Gen Z in Morocco, however, is not a homogeneous group, as it comprises several distinct archetypes within the same generation. The Z word, for example, can also apply to the “Zlayji” group of youth. The pejorative term entered the Urban Dictionary in recent years amid the raging cultural war between Morocco and Algeria over heritage symbols, such as the Kaftan, couscous, and Zellij tiles—hence the appellation of Zlayji (tile artisan). A typical Zlayji Gen Z is a fervent defender of Moroccan exceptionalism. He or she unquestioningly supports a supremacist narrative calling for the revival of the glory of the Moorish Empire in North Africa under Moroccan leadership.

The trend, which began as a spontaneous reaction to the ongoing Moroccan-Algerian rivalry, quickly evolved into an ideological tool to further expand the government’s “bread and circuses” posture and disseminate a form of banal nationalism. During the recent events, this group went completely silent, especially the army of online influencers who benefited financially from promoting Morocco’s World Cup ambitions. Others tried to recalibrate and join the new wave, siding with the more peaceful form of demonstrations.

SIGN UP FOR THIS WEEK IN THE MIDEAST NEWSLETTER

In opposition to this class of neo-chauvinists, another archetype appeared in the kingdom’s public sphere: the “Hargaoui.” The term historically refers to a class of “uncivilized” people who behave against the social norms of politeness and respect for public property and order. The appellation Hargaoui, however, is not exclusive to a particular socio-economic class in Moroccan society, but rather a behavioral profile inherited from the era of “Blad Siba”, which was widespread in non-state-governed areas prior to the colonial encounter with the French and Spanish in 1912. 

The Hargaoui Gen Z never felt ownership of the infrastructure erected in preparation for the African and World Cups, and even actively engaged in vandalizing stadiums, signaling that they do not adhere to the government’s entertainment-focused development model. This group soon took center stage in what started as peaceful demonstrations, dragging the movement into violent confrontations, leading to the destruction and looting of private and public property.

Where we go from here

Initial government reactions show positive signs of containment and readiness to engage in constructive dialogue and reforms. Some even publicly confessed their failure in governing and responding to the aspirations of the new generations. After the demonstrations turned sour, many opposition leaders, such as Abdelilah Benkirane (the former prime minister from 2011 to 2017), who had initially fueled the discord, started calling for restraint and condemning violence. One year before the next electoral cycle, which is due in September 2026, partisan elites have come to understand the significance of youth in their political future and are attempting to appeal to them. Nevertheless, Gen Z has lost hope in the political class and is demanding accountability and the resignation of the current government.  

King Mohamed VI’s address this week will send an important signal on the steps forward. The monarch is largely considered the guarantor of the social contract between elected officials and the citizens and the symbolic “Commander of the Faithful”, according to the Moroccan Constitution. Back in 2011, in the height of the February 20 movement, the king stepped in with bold constitutional reforms and offered a pathway out of the crisis for the country’s Millennial generation. The movement has recently published its petition calling for the King to impeach the government, dissolve certain political parties, and hold public courts to punish fraudulent politicians. These demands pose a real existential conundrum for the very nature of a constitutional monarchy. Such ends will constitute a regression from the gains of the 2011 constitution, limiting the powers of the King in favor of stronger legislative and executive branches, which other generations sacrificed to attain.

An equally crucial response is expected from Crown Prince Moulay El-Hassan, who is actively being groomed for throne succession and is a Gen Z himself. Moulay El-Hassan has been increasingly active in representing his father at important development initiatives, greeting world leaders, and slowly forging a separate, more youthful, and firm public persona for himself. Several protesters have addressed him directly in some of their social media posts and solicited his mediation. 

Beneath the spectacle of gleaming stadiums and bullet trains lies a deeper hunger for dignity, accountability, and equity. Just like the pirates of “One Piece”, Gen Z Moroccans are charting their own course toward justice and belonging. Their quest is not against the crown or the system, but against the illusion that performance equals progress. Whether the Makhzen (the establishment) chooses to listen—or continues dazzling itself with its own reflection—will define the trajectory of an entire nation.

Sarah Zaaimi is a resident senior fellow for North Africa at the Atlantic Council’s Middle East Programs, where she also serves as the center’s deputy director for communications.

The post ‘Bread and circuses’ no more: Morocco’s Gen Z rejects spectacle politics appeared first on Atlantic Council.

]]>
Chinese mining in West Africa: Responding to the environmental and social impacts https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/chinese-mining-in-west-africa/ Mon, 06 Oct 2025 12:30:00 +0000 https://www.atlanticcouncil.org/?p=878732 Chinese entities are expanding legal and illegal mining for minerals in West Africa.

The post Chinese mining in West Africa: Responding to the environmental and social impacts appeared first on Atlantic Council.

]]>

Editors’ introduction

In May 2025, the China Global South Initiative (CGSi), a collaboration between the Keough School of Global Affairs and the Atlantic Council Global China Hub, convened a group of twenty-two African environmental experts at the Peduase Valley Resort in Ghana for a three-day workshop on China’s environmental impact in West Africa. This policy workshop, hosted with the support of the Ford Foundation, included representatives from eleven West African countries—Benin, Burkina Faso, Cameroon, Cote d’Ivoire, Ghana, Liberia, Mali, Nigeria, Senegal, Sierra Leone, and Togo—and South Africa. Amid three days of comradery and collaboration, these experts worked together to draft policy memorandums on China’s environmental impact across the region. In the months following the workshop, we worked closely with the authors to curate three briefs—on mining and resource extraction, timber and wildlife, and fisheries and water resources—that identify the challenges and offer actionable policy solutions. We would like to recognize the excellent work of the co-authors who contributed their time and expertise to creating these briefs. In particular we would like to thank the group leaders Abosede Omowumi Babatunde, Ebagnerin Jérôme Tondoh, and Ebimboere Seiyafa and Awa Niang Fall, respectively, for their diligent work.

First and foremost, we would like to thank Caroline Costello, assistant director of the Atlantic Council’s Global China Hub, for her essential contributions to the workshop in Ghana and this collection of issue briefs. Her tireless efforts were truly essential to the success of the project. Ashley Bennett, events strategy program director of the University of Notre Dame’s Keough School of Global Affairs, provided critical logistical support across a dozen countries. Alexandra Towns at the Keough School and Cate Hansberry, Beverly Larson, and Jeff Fleischer at the Atlantic Council provided expert editorial support. Guidance from Notre Dame’s Pamoja Africa Initiative helped us identify contributors, and the Kellogg Institute helped support their participation. We would also like to thank the excellent staff of the Peduase Valley Resort for their hospitality during the May 2025 workshop. Last, but not least, we would like to thank our partner, the Ford Foundation, whose support made the workshop and these policy briefs possible. Ford is not responsible for the content of these policy briefs.


Bottom lines up front

  • Chinese individuals, corporations, and state actors are increasingly involved in both legal and illegal mineral mining operations across West Africa.
  • The negative impacts of these operations on water resources, forests and biodiversity, livelihoods, health, and food security across West Africa have been profound.
  • This brief proposes national and regional policy recommendations for addressing the detrimental social and environmental impacts of Chinese mining in West Africa.

Executive summary

Driven by growing global demand for minerals, West Africa has become a major hub for mining. Chinese entities—including individuals and private actors and corporations, some of them backed by state financing—are expanding legal and illegal mining for gold, diamonds, iron ore, bauxite, lead, zinc, stones, and critical minerals such as lithium, cobalt, and copper. These activities, which range from large-scale commercial ventures to small-scale artisanal mining, often cause serious environmental degradation. In many West African countries, Chinese nationals involved in illegal artisanal mining collaborate with local and transnational criminal actors. While some Chinese operations have created jobs and infrastructure in mining communities, their negative impacts on water resources, forests and biodiversity, livelihoods, health, and food security across West Africa have been profound. National or regional policies and enforcement mechanisms have failed to adequately address the social and environmental impacts of mining in the region. This brief proposes policy recommendations responding to the detrimental social and environmental impacts of Chinese mining in West Africa.

Background

There is growing concern about the detrimental environmental effects of Chinese mining operations in West Africa. Chinese companies exploit policy gaps, weak institutions, and the lack of regulatory enforcement
across mineral-rich West African countries. Their involvement in legal and illegal large-scale corporate mining, as well as the small-scale artisanal mining intended for locals, demands policy responses that strengthen governance and enforcement across the region.

The environmental impacts of Chinese mining activities in the region are complex, evolving, and difficult to fully identify due to the blurred lines between formal and informal mining operations. While industrial-scale mining tends to be confined to specific areas and is somewhat better regulated, illegal small-scale mining operations are poorly monitored despite their environmental and social harms. Chinese actors’ deployment of heavy-duty machinery in small-scale mining has significantly damaged ecosystems, especially forests and watersheds. Ultimately, both large- and small-scale mining have become major sources of environmental degradation, enabled by noncompliance with mining regulations, weak regulatory enforcement, and a lack of accountability and prosecutions for legal violations in the mining sector.

The impacts of these activities are not only ecological but also social. The scale of Chinese mining operations with heavy machinery drive land dispossessions and displacement across the region.1 Chinese operators in illegal mining often convert farmland, forest, and rivers into mining sites—sometimes forcibly or through collusion with government, traditional leaders, and private landowners—eroding long-standing livelihoods rooted in agriculture and fishing.2 The loss of land for farming bananas, rice, potatoes, and other traditional crops undermines food security, fuels social tension, and stokes conflicts between local communities and Chinese miners.3

Weak regulatory enforcement in the mining sector stems from both systemic and political failures. Monitoring and evaluation mechanisms are underdeveloped, and existing legal frameworks fail to address the complex challenges posed by the involvement of Chinese nationals throughout the formal and informal mining sectors. Critically, there is a lack of political will to enforce existing laws—due in large part to the complicity of state and local authorities. High-level government officials, security personnel, and local leaders often benefit from illegal mining operations through bribery schemes, unlawful permits and licensing, and even ownership of mining equipment and operations.4 These activities undermine law enforcement, shielding both local and Chinese violators from prosecution. Compounding the problem is the widespread failure of Chinese mining companies to honor their corporate social responsibility (CSR) agreements. Although mining laws in many West African countries require community engagement and CSR implementation, Chinese company compliance is often absent or minimal, leading to public resentment and straining diplomatic relations between China and countries such as Ghana, Sierra Leone, Mali, and Nigeria.5 These problems, detailed in the following section, underscore the urgent need for national and regional policy responses that address regulatory gaps, strengthen enforcement mechanisms, and promote transparency and accountability in the mining sector.

Evidence

The environmental impacts of Chinese mining activities are broad and far reaching, encompassing land degradation, ecosystem destruction, landslides, pollution deforestation, biodiversity loss, desertification, and exacerbating climate change. Chinese miners’ consistent flouting of environmental standards and safety measures has severely damaged forest reserves, farmlands, and water resources. Chinese mining in West Africa is commonly tied to illegal small-scale artisanal operations carried out in collusion with local and transnational actors, including criminal gangs.6 These activities have profound consequences across the region.

Deforestation and soil erosion are commonplace across West African mining sites, and pollution of marine and freshwater bodies occurs at multiple stages of mining exploration. Small-scale gold mining causes extensive land degradation and harms water quality.7 In Nigeria, Liberia, Mali, and Ghana, Chinese financing has enabled local miners to excavate deeper with bulldozers and use harmful chemicals more extensively.8 Local mining workers and artisanal miners are exposed to hazardous mercury, cyanide, arsenic, and fluoride, often due to the lack of proper protective gear.9 Wastewater from mining containing these and other toxic heavy metals pollutes soil, groundwater, and rivers in Ghana, Burkina Faso, Nigeria, and Mali, where landslides at abandoned Chinese-owned artisanal mines have resulted in fatalities.10 In Nigeria, lead poisoning in mining sites in Zamfara State in 2010 resulted in about four hundred children falling ill or dying.11 Wastewater discharge onto farmlands from mining reduces crop yields and introduces toxins into the food chain, affecting human and animal health.12 Many mining communities have reported disproportionate cases of cancer, respiratory infections, waterborne diseases, reproductive disorders, skin disorders, asthma, spontaneous abortions, and birth defects.13

In coastal communities where mining is widespread, dredging boats discharge oil, fuel, and chemicals, obstruct riverbeds, cause erosion, and deform watercourses. Chinese mining operations have also released ballast water containing invasive species and toxic waste into marine ecosystems.14 Harmful runoff in mining sites poisons fish and reduces the size and quality of local stocks. Meanwhile, loss of farmland worsens poverty and undermines food security. In Ghana, the majority of small-scale “galamsey” gold mining sites are run by Chinese nationals, with more than fifty thousand Chinese nationals entering the country between 2008 and 2013 to engage in illegal gold mining. According to the Mankurom Cocoa Cooperative Farmers Association, small-scale gold mining has destroyed more than 100,000 acres of cocoa farmland.15 In Nigeria, mining-related disruptions have intensified farmer-herder conflicts due to declining access to water and grazing land.16

Chinese artisanal and illegal mining has also accelerated deforestation.17 In Ghana, bauxite mining in the Atewa Forest has devastated 5,000 hectares.18 In Nigeria, mining in forest zones has resulted in significant habitat loss. From 1975 to 2005, Bukuru, Plateau state, lost 63 percent of its forested area due to mining.19 These forests filter pollution and ensure a steady supply of water to important inland rivers such as the Falémé River (Senegal and Mali), Bagoé River (Côte d’Ivoire and Mali), Tano-Bia Basin (Ghana and Côte d’Ivoire), and the Volta Basin (Benin, Burkina Faso, Côte d’Ivoire, Ghana, Mali, and Togo).20

Chinese involvement in mining across West Africa is linked to organized crime and the proliferation of weapons.21 Transnational criminal networks linked to Chinese mining have destabilized mining regions and eroded trust in both local and national governance.22 Illegal mining has also become a funding source for armed groups and terrorists, such as Boko Haram and bandits in the Nigerian state of Zamfara.23 Illicit gold mining in the Central Sahel countries—Burkina Faso, Mali, and Niger—has been linked to transnational organized crime and instability. The illicit trade in Sierra Leonean diamonds and Malian gold has been tied to criminal syndicates and terrorism.24

While Chinese involvement in mining has supported some job creation, infrastructure development, and technology transfer in mining communities, these benefits are typically accompanied by poor working conditions, low wages, environmental hazards, and labor-rights violations.25 Even when communities negotiate infrastructure projects, the benefits rarely offset the environmental and social damage.26 Numerous cases of inadequate compensation, unpaid royalties, and poor infrastructure have fueled community tensions and intracommunity disputes.27 In Niger, for example, top Chinese oil executives were expelled for failing to adhere to the mining code requiring them to use local subcontractors and laborers
for extraction.

Governance weaknesses exacerbate these challenges. Environmental and natural resource agencies across West Africa are underfunded, lack the independence needed to enforce regulations, and are plagued with corruption.28 Overlapping mandates and poor interagency communication hinder enforcement, while lax licensing systems allow illegal Chinese operations to flourish. Weak coordination between federal, provincial, and local authorities further enables illegal mining to thrive.29 Many countries also lack clear procedures governing the entire process from mineral exploration to mine decommissioning.30 In Nigeria, Mali, Côte d’Ivoire, and Liberia, small-scale mining licenses are often misused for large-scale operations and many Chinese firms operate without proper registration or licenses.31 In Ghana, where artisanal mining is restricted to nationals, Chinese actors are heavily involved through local intermediaries.32 Governments frequently issue licenses without consulting or compensating local landowners.33 In Nigeria and Ghana, vague and controversial land laws allow governments to appropriate land regardless of prior ownership, often keeping marginalized communities from receiving the economic benefits of mineral extraction.34

Even in countries that have environmental impact assessment (EIA) laws—such as Ghana, Nigeria, Benin, and Côte d’Ivoire—implementation is politicized and inconsistent and rarely results in severe penalties for violators. Officials often exploit the EIA process for personal gain, circumventing pollution-mitigation and land-restoration requirements. In Ghana, EIAs are mandatory for small-scale mining, but enforcement is weak.35 In Nigeria, the process remains opaque, and officials have misled local communities, particularly in areas with high illiteracy.36

This evidence underscores the urgent need for national and regional policies to close regulatory gaps and strengthen enforcement to curb the socioenvironmental consequences of Chinese mining in West Africa.

Policy recommendations

Improve oversight and compliance

  • Establish a digital reporting system. To empower reform-minded actors as a counterweight to corrupt elites, civil society organizations should develop a secure, accessible, and digitalized reporting system that includes strong whistleblower protections. Under the banner “See something, say something,” the system should allow for various channels—such as phone calls, WhatsApp, Telegram platforms, encrypted messaging, and dedicated call lines—to report violations and upload images. It should include a robust mechanism for data protection to ensure the safety of whistleblowers and the integrity of reports. Simplicity, reliability, and accessibility should guide its design, and the system should be created in partnership with credible civil-society organizations and community groups that could help provide capacity to investigate the veracity of each report and guard against manipulation by corrupt actors. To demonstrate its effectiveness and have immediate impact, the system should be piloted in select mining regions in which civil society groups and community organizations have existing local relationships. The system could be expanded gradually, region-by-region, with the ultimate aim being the creation of an integrated reporting network throughout West Africa.
  • Update and enforce visa regulations for Chinese nationals and strengthen immigration and border controls. To address the poorly regulated licensing regimes and the involvement of Chinese entities in illegal mining, visa requirements and regulations should be reviewed, strengthened, and strictly enforced for Chinese visitors entering the region. Extradition treaties must be updated and enforced to hold foreign violators, including Chinese citizens and entities, accountable for environmental crimes. Locals who help foreign mining firms violate visa laws should be strictly prosecuted under the law.
  • Clarify and improve mining license regimes and land tenure laws. Clear, equitable land policies are essential to protect communities from dispossession and ensure fair access to the profits of mining. Governments should review their existing licensing structures to close loopholes and clearly distinguish between different categories of mining operations—both formal and informal. Land tenure laws should be updated and reformed to eliminate ambiguities—particularly around the ownership and use of mineral-rich lands. This will ensure transparency, streamline oversight, and reduce regulatory loopholes for illegal mining.
  • Create a regional mining compliance database to monitor implementation of EIA and CSR and identify bad actors. West African countries should establish an online monitoring and evaluation mechanism for all international mining companies operating in the region. The system would be overseen by a multinational committee comprising state and local stakeholders and civil-society organizations, which would conduct random biannual checks to verify compliance and enforcement. The Economic Community of West African States (ECOWAS) could develop the database in collaboration with member states.
  • Establish mining escrow accounts. This mechanism would ensure that mining companies have set aside sufficient funds for land reclamation and environmental remediation. Firms would pay into an escrow account before they begin mining. If they clean up the environmental destruction associated with their activities, the funds would be returned to them with interest. But if mining companies fail to carry out proper land remediation, then the money in the escrow account would be used to support the cleanup and/or as compensation.

Raising public awareness

  • Strengthen public education. Governments and civil society should establish national and sub-national level educational programs to inform the public—especially grassroots actors and traditional leaders—about the health risks and environmental impacts of illegal and artisanal mining. These efforts should include targeted publicity campaigns using radio broadcasts pamphlet distribution, and social media platforms with language-accessible slogans. Mining communities should also be educated about the environmental, social, and health consequences of mining through community meetings and gatherings designed to raise public awareness. These educational initiatives can leverage regular community gatherings and forums, and should be conducted in local languages to reach a broader audience. They could be led by nonprofit and civil-society organizations in close partnership with local health authorities and relevant stakeholders. This collaborative approach would help to effectively communicate medical and environmental risks while fostering greater community awareness and engagement.
  • Train and protect journalists. Journalists should receive specialized training by professionals from local and international media and other international community organizations to build capacity for professional and investigative reporting on mining issues involving Chinese actors.

Empower communities

  • Form community monitoring committees. Local community groups should be formed and should work in collaboration with security agencies, government bodies, local and international nonprofit organizations, civil-society groups, and the press to distinguish between legitimate (i.e., properly registered and escrow backed) and illegal mining activities. These groups would expose collusion between Chinese entities, local actors, and transnational criminal networks. To prevent corrupt actors from co-opting them, these committees should prioritize transparency and undergo regular reviews and oversight checks by a committee of experts from neighboring countries.
  • Register local miners and support cooperatives. Begin a campaign to register local small-scale miners to enhance transparency. Registration could come with access to credit facilities to disincentivize them from relying on Chinese financing. Establish mining cooperatives, or support existing ones, that encourage small-scale artisanal miners to move from illegal to formal mining by helping them apply for appropriate licenses and explaining the harm caused by heavy metals.

International engagement

  • Engage the Chinese government. West African governments should establish regular channels for both formal and informal discussions between state institutions (e.g., environmental protection agencies, ministries of environment and natural resources, ministries of mines and energy, minerals commissions, and other such institutions with oversight over minerals and mining), the local Chinese embassy, and their counterparts in Beijing. West African leaders and officials should raise the issue of environmental degradation in discussions with senior Chinese leaders, and it should be placed on the agenda and prioritized at the Forum on China Africa Cooperation (FOCAC) and other multilateral meetings with Chinese counterparts.
  • Engagement among West African governments. West African governments should establish regular channels for information sharing among their relevant ministries. These mechanisms can be formal or informal, bilateral or multilateral, but their objective should be to exchange timely information—for example, about cross-border bad actors and mining-induced environmental pollution—as well as to coordinate collective action among likeminded officials.

About the authors

Richard Asante is an Associate Professor of Comparative Politics, Development and African Studies at the University of Ghana, Legon. His research focuses on the intersection between politics and development, with particular focus on Africa-China relations, Ghana-U.S security cooperation, natural resource governance, environmental security and communal conflicts, and impact of peacekeeping on domestic and regional security. Asante has been a visiting professor at the Department of Politics and International Relations, Pomona College, Claremont, California, USA, where he taught comparative politics of Africa and peace and security in Africa (2016/2017). He also served as a Mellon Postdoctoral Fellow, at the Program of African Studies (PAS), Northwestern University; he taught comparative politics and development in Africa (2012/2013). Asante holds a B.A and M. Phil degrees in Political Science from the University of Ghana, and a PhD degree in Political Science under the Harvard University (Boston, USA)-University of Ghana split-PhD program. He was a special student in the Department of Government at Harvard University, Boston, USA (2008/2009). He is the Regional Manager, West Africa for the Varieties of Democracy.

Joseph Asunka is the CEO at Afrobarometer, a pan- African survey research organization that conducts public attitude surveys on democracy, governance, the economy, and social issues across Africa. Joseph’s research interests are broadly in governance and democracy in Africa, with specific interests in elections and electoral processes and public service delivery. Joseph holds first and second degrees in Statistics & Computer Science and Economics from the University of Ghana and a Ph.D. in political science from the University of California at Los Angeles.

Abosede Omowumi Babatunde is a professor of Peace and Conflict Studies at the Centre for Peace and Strategic Studies, University of Ilorin, Nigeria. Prof. Babatunde has been awarded several distinguished academic fellowships including the 2024 Afox Visiting Research Fellow (Africa-Oxford Initiative) in the Merton College and African Studies Centre, University of Oxford, United Kingdom. Her work has been supported by research grants from CODESRIA; APN/SSRC, APSA Centennial Foundation and IPRA Foundation. Her research interests include conflict resolution, natural resources governance, human rights and security, peacebuilding and gender studies. She recently co-authored the book “Managing Violent Religious Extremism in Fragile States: Building Institutional Capacity in Nigeria and Kenya,” Routledge African Governance Series” (recommended by CHOICE and selected for the Institute for Peace and Security Studies (IPSS), Ethiopia Tana High Level Forum Book Launch, 2023).

Joshua Eisenman is a professor of politics at the Keough School of Global Affairs, University of Notre Dame. His research focuses on the political economy of China’s development and foreign relations with the United States and the Global South — particularly Africa. His latest book, China’s Relations with Africa: A New Era of Strategic Engagement (Columbia University Press, 2023), explains the tactics and methods that China uses to build relations with African countries and contextualizes and interprets them within Beijing’s larger geostrategy.

Francis Egu Lansana is a forward-thinking development enthusiast with technical knowledge in natural resource governance, gender inclusion and leadership. He is an experienced public and private sector manager. He has a strong foundation in current methodologies paired with an understanding of trends and a desire to innovate. His research examines open governance and citizens’ participation in mining concession decision-making. He holds a master’s degree in development studies from Erasmus University, The Netherlands.

Sanusha Naidu is a senior research associate with the Institute for Global Dialogue. Her areas of analysis include democracy, development and the political economy of Africa’s international relations and South Africa’s Foreign Policy. She has also focused her interests on South-South Cooperation and the footprint of emerging powers in Africa. She previously worked at the Centre for Conflict Resolution based in Cape Town and managed the South African Foreign Policy Initiative (SAFPI) at the Open Society Foundation for South Africa.

Ogbonnaya Igwe is the chairperson of the Environmental Monitoring and Assessment Research Group, and the Lead of Engineering Geology/Geotechnical Engineering Unit, University of Nigeria, Nsukka. He is an environmental expat specializing in sustainable environmental protection and disaster prevention/management. He is the coordinator of the ICL-UNESCO Centre of Excellence and Tuning Africa Project in Applied Geology University of Nigeria, Nsukka
and consults for the oil and gas industry in environmental and social impact assessment and environmental evaluation studies projects.

Youmanli Ouoba is a professor of economics at the University of Thomas SANKARA. His research interests are in natural resources management, agricultural development and environmental economics. He is the current director of the Center for Economic and Social Studies, Documentation and Research (CEDRES) of Thomas SANKARA University, Burkina Faso.

Boukary Sangaré is a Malian anthropologist and independent consultant and has conducted several studies for international NGOs working in Mali and the Sahel. He joined the Institute for Security Studies in 2019 as a research consultant. Before joining ISS, he was a program officer for the Peaceful Coexistence, Peacebuilding and Reconciliation Program at the Danish Embassy in Bamako. Boukary has worked in the Sahel for the past decade on conflict, violent extremism, radicalization, governance, social mobility and social media.

Related content

Explore the program

The Global China Hub tracks Beijing’s actions and their global impacts, assessing China’s rise from multiple angles and identifying emerging China policy challenges. The Hub leverages its network of China experts around the world to generate actionable recommendations for policymakers in Washington and beyond.

1    Sheridan Prasso, “China’s Quest for Iron,” Bloomberg, June 23, 2022, https://www.bloomberg.com/features/2022-china-africa-iron-mining-simandou-mountains/.
2    Gabriel Botchwey and Gordon Crawford, “Resource Politics and the Impact of Chinese Involvement in Small-Scale Mining in Ghana,” Africa 88, 4 (2018), 867–870, https://www.cambridge.org/core/journals/africa/article/resource-politics-and-the-impact-ofchinese-involvement-in-smallscale-mining-in-ghana/82FE8F2115A8D553132B868EFE803241.
3    Prasso, “China’s Quest for Iron.”
4    Eromo Egbejule, “Polluted Rivers, Uprooted Farmland and Lost Taxes: Ghana Counts Cost of Illegal Gold Mining Boom,” Guardian, November 25, 2024, https://www.theguardian.com/world/2024/nov/25/polluted-rivers-taxes-ghana-illegal-gold-mining-boom.
5    Smruthi Nadig, “Arrests and Attacks: Tracking China’s Illegal Mining in African Countries,” Mining Technology, December 6, 2023, https://www.mining-technology.com/features/arrests-and-attacks-tracking-chinas-illegal-mining-in-african-countries/?cf-view.
6    James Boafo, Sebastian Angzoorokuu Paalo, and Senyo Dotsey, “Illicit Chinese Small-Scale Mining in Ghana: Beyond Institutional Weakness?” Sustainability 11, 21 (2019), https://www.mdpi.com/2071-1050/11/21/5943; Nicholas Loubere, et al., “Unequal Extractions: Reconceptualizing the Chinese Miner in Ghana,” Labour, Capital and Society 49, 2 (2019), 2–29, https://lucris.lub.lu.se/ws/portalfiles/portal/82696451/49_2_Loubere_Lu_Crawford_Botchwey.pdf; Martin Arboleda, Planetary Mine: Territories of Extraction under Late Capitalism (London: Verso, 2020); Maria-Therese Gustafsson, Almut Schilling-Vacaflor, and Andrea Lenschow, “The Politics of Supply Chain Regulations: Towards Foreign Corporate Accountability in the Area of Human Rights and the Environment?” Regulation & Governance 17 (2023): 853–869, https://onlinelibrary.wiley.com/doi/full/10.1111/rego.12526; Dirk Kohnert, “Prospects and Challenges for the Export of Rare Earths from Sub-Saharan Africa to the EU,” Social Science Research Network, 2024, https://ssrn.com/abstract=4687731.
7    Jean de Dieu Izerimana and Lakube Sokowonci Godwin, “Opportunity and Side Effects of Artisanal and Small-Scale Mining in Nigeria,” Modern Economy 15, 3 (2024), 233–250, https://www.scirp.org/journal/paperinformation?paperid=131810.
8    Samuel T. K. Wilson, et al., “The Mining Sector of Liberia: Current Practices and Environmental Challenges,” Environmental Science and Pollution Research 24 (2017), 18711–18720, https://link.springer.com/article/10.1007/s11356-017-9647-4; and Itohan Otoijamun, et al., “Fostering the Sustainability of Artisanal and Small-Scale Mining (ASM) of Barite in Nasarawa State, Nigeria,” Sustainability 13, 11 (2021), https://www.mdpi.com/2071-1050/13/11/5917.
9    Tawanda Zvarivadza, “Artisanal and Small-Scale Mining as a Challenge and Possible Contributor to Sustainable Development,” Resources Policy 56 (2018), 49–58, https://www.sciencedirect.com/science/article/abs/pii/S0301420717303471; Clement Kwakyewah, “Doing Just Business: An Empirical Analysis of Mining Multinationals, Human Rights and Sustainable Community Development in Western Ghana,” master’s thesis, York University, 2018; F. C. Emetumah, “Modelling Miners’ Consciousness and Experiences for Environmental and Safety Regulatory Compliance during Mining Activities in Ebonyi State, Nigeria,” PhD dissertation, Nnamdi Azikiwe University, 2021; Alyson Warhurst, ed., Environmental Policy in Mining: Corporate Strategy and Planning (London: Routledge, 2024).
10    Baba Ahmed, “Landslide Kills Several Artisanal Gold Miners in Southern Mali,” Associated Press, January 30, 2025, https://apnews.com/article/mali-gold-miner-accident-4d83bba17a9076f703470f5bc0db7443.
11    Dauda Garuba, et al., “Impact of Mining on Women, Youth and Others in Selected Communities in Nigeria,” Nigerian Extractive Industries Transparency Initiative, 2020, https://neiti.gov.ng/cms/wp-content/uploads/2021/08/NEITI-OPS7-Impact-of-Mining-on-Women-Youth-Others-in-Nigeria-051020.pdf.
12    Ali Nouri, et al., “Introducing Sustainable Development and Reviewing Environmental Sustainability in the Mining Industry,” Rudarsko-geološko-naftni zbornik 37, 4 (2022), 91–108, https://ojs.srce.hr/index.php/rgn/article/view/21711.
13    Kouame Joseph Arthur Kouamé, Fuxing Jiang, and Zhu Sitao, “Artisanal Gold Mining’s Impact on Local Livelihoods and the Mining Industry in Ivory Coast,” World Journal of Science, Technology and Sustainable Development 14, 1 (2017), 18–28, https://www.emerald.com/wjstsd/article-abstract/14/1/18/383310/Artisanal-gold-mining-s-impact-on-local?redirectedFrom=fulltext; Nwankpa and Alexander Chinyere, “Gamma Radiation Associated with Gold Mining in Rrinmo, Osun State, Nigeria,” Environmental Research Journal 13, 3 (2019), 79–82, https://makhillpublications.co/files/published-files/mak-erj/2019/3-79-82.pdf; Garuba, et al., “Impact of Mining on Women, Youth and Others in Selected Communities in Nigeria”; Nuraddeen Nasiru Garba, et al., “Investigation of Potential Environmental Radiation Risks Associated with Artisanal Gold Mining in Zamfara State, Nigeria,” Environmental Earth Sciences 80, 3 (2021), 1–9, https://link.springer.com/article/10.1007/s12665-021-09367-2; Andrea Leuenberger, et al., “Health Impacts of Industrial Mining on Surrounding Communities: Local Perspectives from Three Sub-Saharan African Countries,” PLOS One (2021), 1–23, https://journals.plos.org/plosone/article?id=10.1371/journal.pone.0252433; Gianna S. Himmelsbach, et al., “Exploring the Impact of Mining on Community Health and Health Service Delivery: Perceptions of Key Informants Involved in Gold Mining Communities in Burkina Faso,” International Journal of Environmental Research and Public Health 20, 24 (2023), 1–23, https://www.mdpi.com/1660-4601/20/24/7167; Kodwo Amoa-Abban, “Ghana’s Gold Gamble: How Illegal Mining Threatens Our Future and Global Relations,” Joy Online, September 6, 2024, https://www.myjoyonline.com/ghanas-gold-gamble-how-illegal-mining-threatens-ourfuture-and-global-relations/; Kenneth Awotwe Darko, “Impose Ban on Small-Scale Mining in Ghana—Health Workers to Akufo-Addo,” Joy Online, September 6, 2024, https://www.myjoyonline.com/impose-ban-on-small-scale-mining-in-ghana-health-workersto-akufo-addo/#google_vignette.
14    Edmund C. Merem, et al., “Assessing the Ecological Effects of Mining in West Africa: The Case of Nigeria,” International Journal of Mining Engineering and Mineral Processing 6, 1 (2017), 1–19, https://www.researchgate.net/publication/314121473_Assessing_the_Ecological_Effects_of_Mining_in_West_Africa_The_Case_of_Nigeria; Wilson, et al., “The Mining Sector of Liberia,” 18711–18720.
15    Ebenezer Aikins, “Ghana Must Stop Galamsey before It Sinks the Country,” Institute for Security Studies, September 24, 2024, https://issafrica.org/iss-today/ghana-must-stop-galamsey-before-it-sinks-the-country; Theodore Abiwu and Justice Baidoo, “The Winners and Losers of Ghana’s Gold Rush,” Institute for War & Peace Reporting, December 10, 2024, https://iwpr.net/global-voices/winners-and-losers-ghanas-gold-rush; “More than 100,000 Acres of Cocoa Farms Destroyed by Galamsey—Farmers Association,” GhanaWeb, September 6, 2024, https://www.ghanaweb.com/GhanaHomePage/business/More-than-100-000-acres-of-cocoafarms-destroyed-by-galamsey-Farmers-Association-1949476.
16    Leif Brottem and Andrew McDonnell, “Pastoralism and Conflict in Sudano-Sahel: A Review of the Literature,” Search for Common Ground, July 2020, https://documents.sfcg.org/wp-content/uploads/2020/08/Pastoralism_and_Conflict_in_the_Sudano-Sahel_Jul_2020.pdf; Abosede Omowumi Babatunde and Fatma Osman Ibnouf, “The Dynamics of Herder-Farmer Conflicts in Plateau State, Nigeria, and Central Darfur State, Sudan,” African Studies Review 67, 2 (2024), 321–350, https://www.cambridge.org/core/journals/african-studies-review/article/dynamics-of-herderfarmer-conflicts-in-plateau-state-nigeria-and-central-darfur-state-sudan/7E7D1919E669ED01BD164B7D13F2639C.
17    Kouame, K.J.A., Jiang, F. and Sitao, Z. (2017), “Artisanal gold mining’s impact on local livelihoods and the mining industry in Ivory Coast”, World Journal of Science, Technology and Sustainable Development, Vol. 14 No. 1, pp. 18-28. https://doi.org/10.1108/WJSTSD-09-2016-0056.
18    Emmanuel Armah-Kofi Buah, “The State of Ghana’s Forest Reserve and Water Bodies,” Parliament of Ghana, February 19, 2025, https://www.parliament.gh/floor?dis=50.
19    Merem, et al., “Assessing the Ecological Effects of Mining in West Africa.”
20    Samuel Nunoo, et al., “Impact of Artisanal Small-scale (Gold and Diamond) Mining Activities on the Offin, Oda and Pra Rivers in Southern Ghana, West Africa: A Scientific Response to Public Concern,” Heliyon 8, 12 (2022), 1–12, https://www.sciencedirect.com/science/article/pii/S2405844022036118; Divine Dodzi Gbedzi, et al., “Impact of Mining on Land Use Land Cover Change and Water Quality in the Asutifi North District of Ghana, West Africa,” Environmental Challenges 6 (2022), 1–15, https://www.sciencedirect.com/science/article/pii/S2667010022000014; Oreoluwa Ola and Emmanuel Benjamin, “Preserving Biodiversity and Ecosystem Services in West African Forest, Watersheds, and Wetlands: A Review of Incentives,” Forests 10, 6 (2019), 479, https://www.mdpi.com/1999-4907/10/6/479.
21    Richard Asante, “China’s Security and Economic Engagement in West Africa: Constructive or Destructive?” China Quarterly of International Strategic Studies 3, 4 (2017), 575–596, https://www.worldscientific.com/doi/abs/10.1142/S2377740017500257.
22    H. A. Ahmed, “Overview of Nigeria’s Solid Mineral Potentials, Challenges and Prospects,” FUTY Journal of the Environment 16, 1 (2022), 76–91, https://www.ajol.info/index.php/fje/article/view/256334; K. N. Yakubu, “Governance and Security in Africa: Beyond the State: Non-State Actors and Security in Nigeria: A Case of Yen Kato Da Gora in Kaduna Urban Area,” PhD dissertation, SOAS University of London, 2024; Amoa-Abban, “Ghana’s Gold Gamble”; Manuel Bustillo Revuelta, Mineral Resources: From Exploration to Sustainability Assessment (New York: Springer, 2017), 653; Anura Widana, “The Impacts of Mining Industry: A Review of Socio-Economics and Political Impacts,” Journal of Insurance and Financial Management 4, 4 (2021), 1–30, https://www.researchgate.net/publication/334794541_The_Impacts_of_Mining_Industry_Socio-Economics_and_Political_Impacts.
23    Cyril Olumuyiwa Amosu and T. A. Adeosun, “Curtailing Illegal Mining Operation in Nigeria,” International Journal of Physical and Human Geography 9, 1 (2021), 13–24, https://eajournals.org/ijphg/vol-9-issue-1-2021/curtailing-illegal-mining-operation-in-nigeria/; Abosede Omowumi Babatunde, et al., Managing Violent Religious Extremism in Fragile States: Building Institutional Capacity in Nigeria and Kenya (London: Routledge, 2022), https://www.routledge.com/Managing-Violent-Religious-Extremism-in-Fragile-States-Building-Institutional-Capacity-in-Nigeria-and-Kenya/Babatunde-Adedimeji-Raji-Maweu-MwangiGithigaro/p/book/9781032111124; Alex Olanrewaju Adekanmbi and Drew Wolf, “Solid Mineral Resources Extraction and Processing Using Innovative Technology in Nigeria,” ATBU Journal of Science, Technology and Education 12, 1 (2024), 1–16, https://www.researchgate.net/publication/378108458_Solid_Mineral_Resources_Extraction_and_Processing_Using_Innovative_Technology_in_Nigeria.
24    John Sunday Ojo and Oluwole Ojewale, “Gold Mining and Instability in the Central Sahel” in Governing Natural Resources for Sustainable Peace in Africa (London: Routledge, 2023), 38–59; Åse Gilje Østensen and Mats Stridsman, “Shadow Value Chains: Tracing the Link between Corruption, Illicit Activity and Lootable Natural Resources from West Africa,” U4 Anti-Corruption Resource Centre’s U4 Issue 7 (2017), https://www.researchgate.net/publication/326893824_Shadow_Value_Chains_Tracing_the_link_between_corruption_illicit_activity_and_lootable_natural_resources_from_West_Africa.
25    Benno Pokorny, et al., “All the Gold for Nothing? Impacts of Mining on Rural Livelihoods in Northern Burkina Faso,” World Development 119 (2019), 23–39, https://doi.org/10.1016/j.worlddev.2019.03.003. https://www.sciencedirect.com/science/article/abs/pii/S0305750X19300476; Bonnie Campbell, “Revisiting the Interconnections between Research Strategies and Policy Proposals: Reflections from the Artisanal and Small-Scale Mining Sector in Africa” in Property Rights and Governance in Artisanal and Small-Scale Mining (London: Routledge, 2020), 15–33, https://www.tandfonline.com/doi/abs/10.1080/23802014.2016.1226145; Abdul-Wadood Moomen, et al., “Inadequate Adaptation of Geospatial Information for Sustainable Mining towards Agenda 2030 Sustainable Development Goals,” Journal of Cleaner Production 238 (2019), https://www.sciencedirect.com/science/article/abs/pii/S0959652619328240; E. Akyeampong and L. Xu, “Chinese Technology and the Transformation of the Rural Economy in Ghana: Evidence from Galamsey in the Ashanti and Savannah Regions,” African Affairs 122, no. 488 (2023): 329–351, https://academic.oup.com/afraf/article-abstract/122/488/329/7264167; Amir Lebdioui and William Davis, “Multidimensional Indicator of Extractives Based Development: Country Profiles,” MINDEX, November 2023, https://resourcegovernance.org/sites/default/files/2023-11/Multidimensional_Indicator_of_Extractives-Based_Development_Country_Profiles.pdf; J. F. Akinbami, S. O. Oyedepo, and A. O. Adedeji, “Mining and Its Socio-Economic Impacts on Rural Communities in Nigeria,” Resources Policy 69, 4 (2020), 36–48; T. Dougherty, “Environmental Impacts of Mining: A Review of the Nigerian Experience,” Journal of Environmental Management 30, 2 (2020), 112–126; Oksana Marinina, Natalia Kirsanova, and Marina Nevskaya, “Circular Economy Models in Industry: Developing a Conceptual Framework,” Energies 15, 24 (2022), https://www.mdpi.com/1996-1073/15/24/9376.
26    Deanna Kemp and John R. Owen, “Community Relations and Mining: Core to Business but Not ‘Core Business,’” Resources Policy 38 (2013), 523–553, https://www.sciencedirect.com/science/article/pii/S030142071300069X; Campbell, “Revisiting the Interconnections between Research Strategies and Policy Proposals”; Moomen, et al., “Inadequate Adaptation of Geospatial Information for Sustainable Mining towards Agenda 2030 Sustainable Development Goals.”
27    Le Billon, “Crisis Conservation and Green Extraction”; Andreas Johansson, “Managing Intractable Natural Resource Conflicts: Exploring Possibilities and Conditions for Reframing in a Mine Establishment Conflict in Northern Sweden,” Environmental Management 72 (2023), 818–837, https://link.springer.com/article/10.1007/s00267-023-01838-5.
28    Ahmed, “Overview of Nigeria’s Solid Mineral Potentials, Challenges and Prospects”; Edmund C. Merem, et al., “The Assessment of China’s Scramble for Natural Resources Extraction in Africa,” World Environment 11, 1 (2021), 9–25, https://scispace.com/papers/the-assessment-of-china-s-scramble-for-natural-resources-29tzuultf0.
29    Adekanmbi and Wolf, “Solid Mineral Resources Extraction and Processing Using Innovative Technology in Nigeria.”
30    Angela Oyilieze Akanwa and Ngozi N. Joe-Ikechebelu, “Sustainable Natural Resources Exploitation: Clay/Sand Mining on Diminishing Greener Security and Increased Climate Risks in Nigeria” in Natural Resources Conservation and Advances for Sustainability (Amsterdam: Elsevier, 2022), 545–562, https://www.sciencedirect.com/science/article/abs/pii/B9780128229767000181.
31    Nandom Abu, Suleiman Abba Tahir, and H. D. Ibrahim, “Minerals and Mining Policies in Nigeria: Implications on Sustainable Growth and National Development,” International Journal of Research in Engineering and Science 8, 9 (2020), 60–72, https://www.ijres.org/papers/Volume-8/Issue-9/J08096072.pdf; “Nigerian Mining–Progress, but Still a Long Way to Go,” PricewaterhouseCoopers, July 2023, https://www.pwc.com/ng/en/publications/nigerian-mining-progress-but-still-a-long-way-to-go.html; “Mining in Nigeria: Opportunities, Challenges, and Prospects,” Mining Review Africa, September 20, 2023, https://www.miningreview.com/gold/mining-in-nigeria-challenges-opportunities-and-prospects/.
32    Emmanuel Debrah and Raphael Asante, “Sino-Ghana Bilateral Relations and Chinese Migrants’ Illegal Gold Mining in Ghana,” Asian Journal of Political Science 27, 3 (2019), 286–307, https://www.tandfonline.com/doi/full/10.1080/02185377.2019.1669473.
33    Akinbami, et al., “Mining and Its Socio-Economic Impacts on Rural Communities in Nigeria.”
34    Adekanmbi and Wolf, “Solid Mineral Resources Extraction and Processing Using Innovative Technology in Nigeria”; and Kohnert, “Prospects and Challenges for the Export of Rare Earths from Sub-Saharan Africa to the EU.”
35    Boafo, et al., “Illicit Chinese Small-Scale Mining in Ghana”; Albert K. Mensah, et al., “Environmental Impacts of Mining: A Study of Mining Communities in Ghana,” Applied Ecology and Environmental Sciences 3, 3 (2015), 81–94, https://pubs.sciepub.com/aees/3/3/3/.
36    Olayinka, et al., “Mining and Environmental Impact Assessment in Sub-Saharan Africa.”

The post Chinese mining in West Africa: Responding to the environmental and social impacts appeared first on Atlantic Council.

]]>
Chinese demand for timber and wildlife in West Africa: Responding to the environmental and social impacts https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/chinese-demand-for-timber-and-wildlife-in-west-africa/ Mon, 06 Oct 2025 12:30:00 +0000 https://www.atlanticcouncil.org/?p=877958 West Africa’s forests are vital for climate regulation, biodiversity conservation, poverty alleviation, and economic growth.

The post Chinese demand for timber and wildlife in West Africa: Responding to the environmental and social impacts appeared first on Atlantic Council.

]]>

Editors’ introduction

In May 2025, the China Global South Initiative (CGSi), a collaboration between the Keough School of Global Affairs and the Atlantic Council Global China Hub, convened a group of twenty-two African environmental experts at the Peduase Valley Resort in Ghana for a three-day workshop on China’s environmental impact in West Africa. This policy workshop, hosted with the support of the Ford Foundation, included representatives from eleven West African countries—Benin, Burkina Faso, Cameroon, Cote d’Ivoire, Ghana, Liberia, Mali, Nigeria, Senegal, Sierra Leone, and Togo—and South Africa. Amid three days of comradery and collaboration, these experts worked together to draft policy memorandums on China’s environmental impact across the region. In the months following the workshop, we worked closely with the authors to curate three briefs—on mining and resource extraction, timber and wildlife, and fisheries and water resources—that identify the challenges and offer actionable policy solutions. We would like to recognize the excellent work of the co-authors who contributed their time and expertise to creating these briefs. In particular we would like to thank the group leaders Abosede Omowumi Babatunde, Ebagnerin Jérôme Tondoh, and Ebimboere Seiyafa and Awa Niang Fall, respectively, for their diligent work.

First and foremost, we would like to thank Caroline Costello, assistant director of the Atlantic Council’s Global China Hub, for her essential contributions to the workshop in Ghana and this collection of issue briefs. Her tireless efforts were truly essential to the success of the project. Ashley Bennett, events strategy program director of the University of Notre Dame’s Keough School of Global Affairs, provided critical logistical support across a dozen countries. Alexandra Towns at the Keough School and Cate Hansberry, Beverly Larson, and Jeff Fleischerat the Atlantic Council provided expert editorial support. Guidance from Notre Dame’s Pamoja Africa Initiative helped us identify contributors, and the Kellogg Institute helped support their participation. We would also like to thank the excellent staff of the Peduase Valley Resort for their hospitality during the May 2025 workshop. Last, but not least, we would like to thank our partner, the Ford Foundation, whose support made the workshop and these policy briefs possible. Ford is not responsible for the content of these policy briefs.


Bottom lines up front

  • China’s demand for timber and illegal wildlife products contributes significantly to deforestation and biodiversity loss in West Africa.
  • Despite existing legal and voluntary frameworks, many West African countries struggle with enforcement due to weak institutional capacity, underfunded regulatory agencies, corruption, limited monitoring, and political interference.
  • This brief offers recommendations to strengthen enforcement and promote accountability to address the environmental and social impacts of Chinese demand for timber and wildlife in the region.

Executive summary

West Africa’s forests are vital for climate regulation, biodiversity conservation, poverty alleviation, and economic growth. They store carbon, protect watersheds, and sustain millions of rural livelihoods. However, accelerating deforestation, habitat loss, illegal wildlife trade, and unsustainable resource extraction—often linked to Chinese actors—threaten these critical functions. Chinese timber companies, agribusinesses, infrastructure developers, and wildlife traders have increasingly contributed to forest degradation across the region. Illegal logging— particularly of rosewood and other valuable timber in Nigeria, Ghana, Gambia, Mali, Côte d’Ivoire, Sierra Leone, and Liberia— has fueled widespread forest loss, including in protected areas. Driven almost entirely by Chinese demand, rosewood is now the world’s most trafficked illegal wildlife product in terms of both value and volume, surpassing ivory and rhinoceros horn combined. Though Chinese investments in the region’s timber industry have brought some economic benefits, the environmental costs far outweigh the local gains. Largescale land acquisitions and infrastructure projects frequently lead to forest conversion, erode community land rights, and put endangered species at risk of extinction. This policy brief examines the environmental and social impacts of Chinese exploitation of forests and wildlife in West Africa and offers recommendations to strengthen enforcement, promote accountability, and engage Beijing to address these challenges.

Background

West Africa contains some of the continent’s most intact tropical forests, which support more than nine hundred bird species and nearly four hundred species of terrestrial mammals.1 The region is recognized as a global biodiversity hotspot and hosts 113 key biodiversity areas across countries such as Guinea, Sierra Leone, Liberia, Côte d’Ivoire, Ghana, Togo, Benin, Nigeria, and Cameroon.2 However, these ecologically important regions are under increasing threat, with more than 265,000 hectares of forest lost in the past decade.3

A significant driver of this forest loss is the growing footprint of Chinese economic activity in the region. China’s involvement in timber extraction, agribusiness, infrastructure development, and wildlife trade has been linked to deforestation, biodiversity loss, and the breakdown of essential ecosystem services such as climate regulation, water provision, and carbon storage.4 The demand for valuable hardwoods, especially rosewood—driven almost entirely by the Chinese market—has led to widespread illegal and unsustainable logging, often in protected areas and forest reserves.5

Over the past two decades, Chinese investments in West Africa—estimated at more than $200 billion as of 2021—have expanded rapidly across various sectors.6 While these investments have spurred infrastructure development and trade, they have also caused serious environmental damage. In countries such as Ghana, Liberia, Nigeria, Côte d’Ivoire, and Sierra Leone, Chinese firms are frequently associated with both legal and illicit timber operations. In addition, Chinese-backed agribusiness ventures, particularly in rubber and palm oil, have led to extensive land acquisitions and deforestation, undermining traditional land tenure systems and disrupting local livelihoods.7

Chinese infrastructure and mining projects have opened previously undisturbed forest and conservation areas, fragmented habitats and weakened the ecological integrity of critical landscapes. These developments often erode community-based forest management practices and contribute to the marginalization of local populations.8

Despite existing legal and voluntary frameworks—including forest codes, environmental impact assessment laws, and international commitments such as Reducing Emissions from Deforestation and Forest Degradation (REDD+, developed by the United Nations Framework Convention on Climate Change) and the African Forest Landscape Restoration Initiative—many West African countries struggle with enforcement due to weak institutional capacity, underfunded regulatory agencies, corruption, limited monitoring, and political interference.9 In many cases, Chinese firms bribe local officials to push forward opaque timber and land deals.10 The co-optation of local elites further shields environmental offenders from accountability.11

There is an urgent need for coordinated national and regional responses to address these challenges. Key policy priorities should include strengthening environmental governance, enhancing transparency in investment and land deals, securing community land rights, and holding Chinese firms accountable for environmental damage. Without these measures, the region’s forests—and the critical ecological and social benefits they provide—will remain at risk from unchecked Chinese firms’ exploitation.12

Evidence

The evidence of China’s role in accelerating deforestation and biodiversity loss in West Africa is substantial and alarming. Driven by surging demand for valuable timber and wildlife products Chinese firms have emerged as the dominant foreign actors in the trade. Even when there are existing protections for threatened tree species (e.g., the Convention on International Trade in Endangered Species of Wild Fauna and Flora (CITES), these logging activities, which are often conducted illegally or through weak regulatory channels, have far-reaching consequences for ecosystems and rural livelihoods.13

At the heart of the crisis lies demand for rosewood, a valuable tropical hardwood used in traditional Chinese furniture. According to the Environmental Investigation Agency, rosewood is now the most trafficked illegal wildlife product globally—by both value and volume—surpassing ivory, rhinoceros horn, and big cats combined.14 The value of rosewood exports from West Africa to China was estimated to have surpassed $2 billion between 2017 and 2022, with logs fetching on average more than $20,000 per metric ton in 2021.15 China’s domestic market demand drives rampant logging in West Africa, with an estimated 70 percent of logging in Ghana, 65 percent in Cameroon, and 56 percent in Nigeria classified as illegal.16 Despite an export ban, Ghana sent 540,000 metric tons of rosewood to China between 2012 and 2019—equal to six million trees or about 2,000 acres of forest loss.17

The financial losses attributed to illegal timber harvesting are staggering. The World Bank estimates that illegal logging deprives source governments worldwide of between $7 billion and $12 billion annually.18 In 2018, illegal deforestation cost countries approximately $4,000 per hectare in lost tax revenue, ecosystem degradation, and social conflict.19 Each year Nigeria loses $191 million to $383 million in tax revenues; Cameroon loses $51 million to $103 million; Côte d’Ivoire loses $38 million to $76 million; and The Gambia loses $4 million to $9 million.20 The illegal rosewood trade—driven by corruption, the misuse of licenses to recover trees downed by storms or construction, and weak oversight – has been particularly profitable.

Criminal and extremist networks use profits from this illicit trade to fund their operations. As of 2020, more than 1 million trees were illegally harvested and sent to China from Senegal’s Casamance region, helping to fund separatist groups such as the Movement of Democratic Forces of Casamance.21 In Mozambique, the rosewood trade fuels al-Shabab militants linked to the Islamic State of Iraq and al-Sham (ISIS).22 Chinese smugglers source rosewood from Nigerian regions controlled by Boko Haram, allowing the group to profit.23 In Mali, despite a 2020 national export ban, nearly 150,000 tons of rosewood—equivalent to 220,000 trees—were exported to China.24 In Mali, al-Qaeda-linked Jama’a Nusrat ul-Islam wa al-Muslimin militants profit by controlling access to rosewood forests.25

Corruption plays a central role in sustaining the illegal timber trade. Chinese companies often operate through shell firms or local agents to obscure accountability.26 Regulatory enforcement remains underfunded and inconsistent, while laws requiring environmental impact assessments for logging are frequently bypassed or ignored. Forestry agencies and customs offices are often compromised by corruption.27 One of the most egregious cases happened in Nigeria in 2017, when Chinese customs authorities intercepted 1.4 million illegal rosewood logs valued at $300 million, facilitated by nearly $1 million in bribes to Nigerian officials.28 Chinese-funded infrastructure also contributes to deforestation.

Chinese-funded infrastructure also contributes to desforestation. Chinese-financed roads, ports, and dams often cut through protected areas, offering loggers access to previously unreachable forests. Operating through local intermediaries, Chinese timber companies extract high-value hardwoods such as rosewood, teak, and ebony either illegally or through legal loopholes. Based on geospatial analysis, approximately 10 percent of Ghana’s critical forest reserves and 11 percent of Côte d’Ivoire’s over-lap with Chinese-sponsored infrastructure.29 One of the most contested cases is Ghana’s Atewa Forest Reserve, a biodiversity hot spot threatened by Chinese bauxite mining.30 Despite strong civil-society opposition, the government proceeded with road construction in anticipation of mining operations, causing significant environmental degradation including forest fragmentation, incursions into conservation zones, and habitat destruction. Deforestation disrupts rainfall patterns, accelerates erosion, and increases the frequency of droughts and floods, undermining agricultural productivity in a region where 70–80 percent of rural livelihoods depend on farming.

Large-scale agricultural ventures compound these impacts. In Liberia, Côte d’Ivoire, Nigeria, and Cameroon, Chinese agribusinesses have cleared vast tracts of forest for rubber, palm oil, and rice cultivation. Free, prior, and informed consent policies are on the books in all of these nations, requiring consultations with indigenous peoples and local communities.31 But agribusinesses routinely ignore such requirements. In
Cameroon, Sudcam (a subsidiary of China Hainan Rubber Group) cleared more than 10,000 hectares between 2011 and 2018 and contributed to 45,000 hectares of deforestation.32 These enterprises displace communities without proper compensation.

In addition to timber, China’s demand for exotic wildlife has turned West Africa into a hub for global wildlife trafficking. Since 2015, Nigeria has been China’s primary source for ivory and pangolin scales. Between 2018 and 2023, seizures in Nigeria included more than 30 metric tons of ivory and 167 metric tons of pangolin scales, equivalent to at least 4,400 elephants and hundreds of thousands of pangolins, respectively.33 While West African countries are signatories to relevant international frameworks like CITES, which monitors the trade in endangered wild animals and plants, in many West African countries sales continue due to weak enforcement, corruption, poor monitoring, and lack of effective local regulatory mechanisms.34

China has responded to criticism of its global development and infrastructure initiatives by releasing voluntary environmental sustainability guidelines, including the 2017 Guidance on Promoting a Green Belt and Road and the 2021 Green Development Guidelines for Overseas Investment.35These guidelines encourage Chinese firms to abide by host country laws, but they lack enforcement mechanisms. Similarly, China’s 2019 Forest Law discourages illegal timber imports but lacks provisions for supply chain oversight. Firms can evade prosecution by claiming ignorance of illegality.36 A 2022 draft regulation aims to apply aspects of China’s domestic Forest Law to its international practices, but it lacks the enforcement mechanisms necessary to make the international supply chain traceable.37

In short, China’s timber harvesting, infrastructure construction, agriculture investments, and wildlife trade have contributed significantly to deforestation and biodiversity loss in West Africa. The convergence of high domestic Chinese market demand, weak governance across West Africa, lapse enforcement within China, and corruption has created a perfect storm of environmental degradation. Addressing this behavior requires a strong political commitment to combat criminal activity and shift the incentives that drive the market for illegally traded wildlife products. To address the problem, African countries must coordinate policy responses across the local, regional, and international levels. For its part, China should adopt and strictly enforce mechanisms that ensure responsible practices toward West African forests and wildlife.

Policy recommendations

Improve oversight and compliance

  • Disclose environmental and social impact assessments. To enhance transparency and facilitate oversight. West African governments should require all foreign investments in logging, agribusiness, and infrastructure to conduct and publicly disclose their environmental impact assessments. These results must be made available to relevant local authorities prior to project approval.
  • Improve legal transparency. Publish a national land and concession registry that includes all foreign allocations and permits. Ensure contracts are clearly defined, legally binding, and aligned with national conservation laws. Update land tenure legislation to protect customary rights and require public registration of all foreign land concessions. Strengthen customs enforcement in African countries, shared border points, and Chinese ports to prevent the export and import of unverified timber and endangered species.
  • Establish escrow accounts to ensure reforestation. Require licensed logging and agribusiness firms to deposit funds into escrow accounts dedicated to ecological restoration. Funds should only be released upon verification of reforestation or land rehabilitation by either a certified private institution or the relevant state agency, depending on relevant laws and regulations. If companies fail to restore the land, the funds should be redirected to local communities for remediation and compensation.
  • Create national whistleblower systems. Develop national level secure, multilingual tools—such as short message service (SMS) platforms, mobile apps, and anonymous hotlines—for communities, nongovernmental organizations, and forestry workers to report illegal logging, land grabs, and wildlife crimes. Rather than rely entirely on global reporting platforms that may be inaccessible, national and local level platforms would enable faster and real time detection of illegal logging for prompt action by relevant subnational institutions. Enforce strong legal protections for whistleblowers and environmental defenders. Partner with international bodies such as Interpol, TRAFFIC (a network of two hundred experts on the trade of wild species), and CITES to verify and investigate reported violations.

Raise public awareness

  • Support regional civil-society coalitions. Fund and strengthen regional and national coalitions of civil-society organizations that monitor Chinese forestry investments and expose violations of national laws and regulations. Recognize land governed and managed according to traditional community-based systems and build local capacity to negotiate fairer contracts. Equip community actors with tools including drones, Global Positioning System (GPS) devices, and mobile reporting apps to document and report illegal activities in real time.
  • Train and protect environmental journalists. Work closely with local and transnational civil society organizations to provide training for local journalists to investigate the illegal timber trade, land seizures, and biodiversity threats linked to foreign investments. Training should focus on developing investigative methods, digital security, environmental law, and data-gathering. National and regional safety support programs should be made available to journalists, including emergency legal support, and encrypted communication platforms for those facing threats or harassment.

Regional cooperation

  • Adopt a regional forestry code of conduct. The Economic Community of West African States (ECOWAS) should establish a binding regional code of conduct that sets minimum environmental and social standards for all foreign investments in terms of forests and biodiversity. This framework could be modeled on the Forest Law Enforcement, Governance, and Trade (FLEGT) polices of the European Union or United Kingdom, and include voluntary partnership agreements.38 Collective regional action can encourage individual reform-minded leaders to act as a counterweight against corrupt local officials.
  • Create a regional public forestry investment database. Establish and maintain an online database that tracks foreign licenses, timber exports, and environmental violations. Under ECOWAS auspices, this platform should become a regional information hub that documents licensing status, compliance records, and audit outcomes. The intention is to enable public oversight of Chinese and other foreign firms operating in forest and critical biodiversity areas.
  • Enhance international coordination. Set up an ECOWAS task force to regularly exchange information on West African forest and wildlife resource exploitation. The task force would facilitate intelligence sharing on illegal timber trade routes and identify specific violations and bad actors. It could facilitate joint investigations into cross-border violations in shared forests such as the Upper Guinea region, which traverses Liberia, Côte d’Ivoire, and Guinea. The group would publish an annual report for ECOWAS members states and make specific recommendations to member countries. The task force could form a collective negotiation platform in collaboration with national forestry commissions to engage Chinese state-owned enterprises and private investors.
  • Work with China. Create formal and informal dialogue channels among African environment ministries, ECOWAS, and Chinese embassies and companies to address logging violations and environmental disputes. To enhance contract transparency, the equitable sharing of benefits, and improve oversight, urge Beijing to make its Green Development Guidelines for Overseas Investment mandatory. West African governments should push China publicly and privately to implement timber supply chain tracing and to regularly publish customs data on timber imports into China.

About the authors

Roland Azibo Balgah is professor of development studies at the University of Bamenda, Cameroon, and visiting professor at Sol Plaatje University, South Africa and University of Cologne, Germany. As a social economist, he researches on the human-nature sustainability nexus, with thrust on hazards, poverty and livelihoods, and sustainable development in Africa.

Caroline Costello is an assistant director with the Atlantic Council’s Global China Hub. Prior to joining the Atlantic Council, Costello worked on the U.S. Department of State’s International Visitor Leadership Program. In previous roles, she has taught English in Xiting, China; interned with the Peace Corps, the Department of State, and Save the Children; and served as the head of Learning Enterprises, an international volunteer program which sends students to teach English in underserved communities abroad.

Moses Fayiah is a forestry lecturer at the Department of Forestry and Wood Science, School of Natural Resources Management, Njala Campus, Njala University, Sierra Leone and has over 10 years of professional experience. He is also the executive director of Universal Consulting Services and the Forum for Environment, Biodiversity and Climate Change in Sierra Leone. His research interests include forest regeneration, sustainable forest management, climate change, forest policy and ecosystem restoration and conservation.

Jean-Luc Kouassi is an assistant professor of forestry and environmental management at the Felix Houphouet-Boigny National Polytechnic Institute (INP-HB) of Cote d’Ivoire with a decade of experience in cacao agroforestry, fire ecology, and GIS. His research explores the intersection of agriculture and sustainability, focusing on climate change mitigation, community empowerment, and sustainable landscape management.

Christine Ajokè I. N. Ouinsavi is a professor at University of Parakou (Benin), where she coordinates doctoral training in natural resources management, chairs the Scientific Committee of Natural Sciences and Agronomy, and leads the Forestry Studies and Research Laboratory. Her research focuses on ecology, agroforestry, climate change, biodiversity conservation, forest management and restoration in tropical regions. As former cabinet minister she led national policies in trade and education, chaired critical commissions, and participated in international negotiations.

Ebagnerin Jérôme Tondoh is an Associate Professor in in ecology and sustainable management of land at Nangui Abrogoua Universiy, Abidjan, Côte d’Ivoire. He has an extensive experience in stakeholder engagement, feasibility studies, and strategic planning. He is currently involved in projects for the sustainable management of tree-based cash crops agroforestry and other climate smart cropping practices. He is also in dialogue with various ministries responsible for forest, agriculture, and the environment in Côte d’Ivoire to provide science-based insights into their activities and develop integrated management plans for the sustainable management of agroecological landscapes.

Related content

Explore the program

The Global China Hub tracks Beijing’s actions and their global impacts, assessing China’s rise from multiple angles and identifying emerging China policy challenges. The Hub leverages its network of China experts around the world to generate actionable recommendations for policymakers in Washington and beyond.

1    Olivia Crowe, et al., “A Global Assessment of Forest Integrity within Key Biodiversity Areas,” Biological Conservation 286 (2023),
https://www.sciencedirect.com/science/article/abs/pii/S0006320723003944.
2    Norman Myers, et al., “Biodiversity Hotspots for Conservation Priorities,” Nature 403 (2000), https://www.nature.com/articles/
35002501
; “Key Biodiversity Areas: Standards and Guidelines for Identifying KBAs,” KBA Partnership, last visited September 9, 2025, https://www.keybiodiversityareas.org/about-kbas.
3    Brittany T. Trew, “Predicting Near-future Deforestation in West African Key Biodiversity Areas to Inform Conservation Urgency,” bioRxiv, October 8 2024, https://www.biorxiv.org/content/10.1101/2024.10.07.616969v1.
4    James Mayers, Samuel Assembe-Mvondo, and Hang Zhou, “Enterprise in the Undergrowth: Exploring the Ways Chinese
Companies Operate in the Dja Forest in Cameroon,” African Study Monographs 43 (2023), 84–101, https://www.jstage.jst.go.jp/article/asm/43/0/43_43.84/_article; Anthony Baidoo, Philippe Méral, and Symphorien Ongolo, “Chinese-driven Ghana
Rosewood Trade: Actors and Access Dynamics,” Geoforum 146 (2023), https://www.sciencedirect.com/science/article/abs/pii/S0016718523001975?via%3Dihub; Feyi Ogunade, “Flora / Illegal Logging Cuts Deep into The Gambia’s Ecology and Economy,”Enact Observer, Institute for Security Studies, November 29, 2024, https://enactafrica.org/enact-observer/illegal-logging-cutsdeep-into-the-gambia-s-ecology-and-economy; “James Mayers, “China-Africa Forest Governance Project,” International Institute for Environment and Development, 2018, https://www.iied.org/china-africa-forest-governance-project; Julius Chupezi Tieguhong, “Illicit Trading in Africa’s Forest Products: Focus on Timber,” African Natural Resources Centre, 2021, https://aprm.dedicated.co.za/aprm/.galleries/files-elibrary_resource/illicit_timber_trade_report-1.pdf.
5    “The Rosewood Racket: China’s Billion Dollar Illegal Timber Trade and the Devastation of Nigeria’s Forests,” Environmental Investigation Agency, 2017, https://rosewoodracket.eia-global.org.
6    Solomon Obi, “China’s Impact on Reshaping African’s Infrastructure,” African Leadership, August 4, 2025, https://www.africanleadershipmagazine.co.uk/chinas-impact-on-reshaping-africas-infrastructure/.
7    Ilaria Dibattista, et al., “Socio-environmental Impact of Mining Activities in Guinea: The Case of Bauxite Extraction in the Region of Boké,”
Journal of Cleaner Production 387 (2023), https://www.sciencedirect.com/science/article/abs/pii/S0959652622052945via%3Dihub.
8    Sheridan Prasso, “China’s Quest for Iron,” Bloomberg, June 23, 2022, https://www.bloomberg.com/features/2022-china-africa-iron-mining-simandou-mountains.
9    Caroline Jepchumba Kibii, “Significance of REDD+ in Africa: Challenges and Probable Solutions,” European Union, 2022, https://op.europa.eu/en/publication-detail/-/publication/96b3cb11-139a-11ed-8fa0-01aa75ed71a1/language-en.
10    Oluwole Ojewale, “Nigeria and Cameroon Must Confront Timber Trafficking Together,” Institute for Security Studies, July 15, 2021, https://issafrica.org/iss-today/nigeria-and-cameroon-must-confront-timber-trafficking-together.
11    Oluwole Ojewale, “Nigeria and Cameroon Must Confront Timber Trafficking Together,” Institute for Security Studies, July 15, 2021, https://issafrica.org/iss-today/nigeria-and-cameroon-must-confront-timber-trafficking-together; “Case Study: Enabling Private Sector Investment for Forest Landscape Restoration through Multi-Partner Platforms in Africa: The Case of AFR100,” Partnerships for Forests, October 2022, https://partnershipsforforests.com/wp-content/uploads/2022/11/AFR100_Case_study_EXT.pdf.
12    Ojewale, “Nigeria and Cameroon Must Confront Timber Trafficking Together”; Labode Popoola, “Cross-border Trade in Forest Products and Services and Trade Impacts in West Africa,” African Forest Forum, 2014, 56, https://afforum.org/publications/crossborder-trade-forest-products-and-services-and-trade-impacts-west-africa.
13    “The Convention on International Trade in Endangered Species of Wild Fauna and Flora (CITES)” US Congress, August 27, 2025, https://www.congress.gov/crs-product/RL32751.
14    “The Rosewood Racket.”
15    Annika Hammerschlag, “Gambia Bans Exports of Endangered Rosewood; Enforcement Woes Remain,” VOA News, July 7, 2022, https://www.voanews.com/a/gambia-bans-exports-of-endangered-rosewood-enforcement-woes-remain/6649532.html. Nijman, Vincent & Siriwat, Penthai & Shepherd, Chris. (2021). Inaccuracies in the reporting of volume and monetary value of large-scale rosewood seizures. Forest Policy and Economics. 134. 102626. 10.1016/j.forpol.2021.102626.
16    “Illegal Logging in SSA by FCN,” Financial Crime News, 2020, https://thefinancialcrimenews.com/wp-content/uploads/2020/08/Illegal-Logging-SSA-by-FCN-2020.pdf; Miranda Montero, et al., “Illegal Logging, Fishing, and Wildlife Trade: The Costs and How to Combat It,” World Bank Group, October 1, 2019, http://documents.worldbank.org/curated/en/422101574414576772.
17    Eric M. Kioko, “Forest Crime in Africa: Actors, Markets and Complexities” in African Futures, 2022, 125–140, https://brill.com/display/book/9789004471641/BP000021.xml.
18    Montero, et al., “Illegal Logging, Fishing, and Wildlife Trade.”
19    “The Economic Impacts of Illegal Agro-Conversion on Tropical Forest Countries: A New Framework Supports National and Global Cost Estimates,” Forest Trends Information Brief, June 2018, https://www.forest-trends.org/wp-content/uploads/2018/06/Info-Brief-Costs-of-Illegal-Agro-Conversion_Final.pdf.
20    Montero, et al., “Illegal Logging, Fishing, and Wildlife Trade.”
21    “Illegal Logging in SSA by FCN.”
22    Ogunade, “Flora / Illegal Logging Cuts Deep into The Gambia’s Ecology and Economy”; “Shipping the Forest, ”Environmental Investigation Agency, May 14, 2024, https://eia.org/wp-content/uploads/2024/06/EIA_US_Mozambique_Timber_Report_0424_FINAL_SINGLES-5-13.pdf.
23    “The Rosewood Racket.”
24    “Poached Timber: Forest Crimes, Corruption, and Ivory Trafficking in the Malian Rosewood Trade with China, May 18, 2022, https://eia.org/wp-content/uploads/2022/05/EIA_US_Mali_Timber_report_0422_FINAL.pdf.
25    Iván Navarro Milián, et al., “Alert 2022! Report on Conflicts, Human Rights, and Peacebuilding,” United Nations Office of the Special Representative of the Secretary-General on Sexual Violence in Conflict, February 2022, https://www.un.org/sexualviolenceinconflict/wp-content/uploads/2022/06/report/alert-2022-report-on-conflicts-human-rights-and-peacebuilding/Alert-2022.-Report-onconflict-human-rights-and-peacebuilding.pdf; Christian Ani, “Timber Logging Drives JNIM’s Expansion in Mali,” Institute for Security Studies, June 19, 2024, https://issafrica.org/iss-today/timber-logging-drives-jnim-s-expansion-in-mali.
26    “The Rosewood Racket.”
27    Ibid.
28    “Historic Endangered Timber Smuggling Case Revealed Between Nigeria and China,” Environmental Investigation Agency, November 9, 2017, https://eia.org/press-releases/historic-endangered-timber-smuggling-case-revealed-between-nigeria-and-china/#:~:text=WASHINGTON%2C%20DC%20%E2%80%93%20One%20of%20the,million%2C%20were%20laundered%20into%20China.
29    Suyash Padhye, Jenan Almullaali, and Makarand Hastak, “Geospatial Analysis of China’s Overseas Development Finance (CODF) Projects with Protected Areas in Africa,” Proceedings of the 23rd CIB World Building Congress, Purdue University, May 2025, https://docs.lib.purdue.edu/cib-conferences/vol1/iss1/36/.
30    Terrence Neal, “The Environmental Implications of China-Africa Resource-Financed Infrastructure Agreements: Lessons Learned from Ghana’s Sinohydro Agreement,” Nicholas Institute for Environmental Policy Solutions, March 2021, https://nicholasinstitute.duke.edu/sites/default/files/publications/The-Environmental-Implications-of-China-Africa-Resource-Financed-Infrastructure-Agreements-Lessons-Learned-from-Ghana%E2%80%99s-Sinohydro-Agreement.pdf; Sebastian Purwins, “Bauxite Mining at Atewa Forest Reserve, Ghana: A Political Ecology of a Conservation-exploitation Conflict,” GeoJournal 87 (2022), 1085–1097, https://link.springer.com/article/10.1007/s10708-020-10303-3.
31    “Chinese Group Invests in Sierra Leone Rubber,” Tyrepress, January 24, 2012, https://www.tyrepress.com/2012/01/chinese-groupinvests-in-sierra-leone-rubber/; Samuel Assembe-Mvondo, et al., “What Happens When Corporate Ownership Shifts to China? A Case Study on Rubber Production in Cameroon,” European Journal of Development Research 28 (2015), 465–478, https://link.springer.com/article/10.1057/ejdr.2015.13; Xavier Aurégan, “Les Investissements Publics Chinois Dans Les Filières Agricoles Ivoiriennes,” Cahiers Agricultures 26, 1 (2017), https://www.cahiersagricultures.fr/fr/articles/cagri/abs/2017/01/cagri160051/cagri160051.html; “ADF-16 Report 2023: The African Development Fund Evaluates the Transformative Effect of Its Interventions in Africa,” African Development Fund, December 2, 2024, https://adf.afdb.org/adf-16-report-2023-the-african-development-fund-evaluatesthe-transformative-effect-of-its-interventions-in-africa/.
32    “Chinese Rubber Plantations in Cameroon Destroy the Lives and Livelihoods of the Baka,” African Defense Forum, August 22, 2023, https://adf-magazine.com/2023/08/chinese-rubber-plantations-in-cameroon-destroy-the-lives-and-livelihoods-of-the-baka/; “Guidelines on Free, Prior and Informed Consent,” UN-REDD Programme, July 30, 2018, https://www.un-redd.org/document-library/guidelines-free-prior-and-informed-consent.
33    “Out of Africa: How West and Central Africa Have Become the Epicentre of Ivory and Pangolin Scale Trafficking to Asia,” Environmental Investigation Agency, December 2020, https://eia-international.org/wp-content/uploads/2020-Out-of-Africa-SPREADS.pdf; Zwannda Nethavhani, Catherine Maria Dzerefos, and Raymond Jansen, “Scaly Trade: Analyses of the Media Reports of Pangolin (Pholidota) Scale Interceptions Within and Out of Africa,” Global Ecology and Conservation 61 (2025), https://www.sciencedirect.com/science/article/pii/S2351989425002707?via%3Dihub; Alisa Davies, et al., “Live Wild Bird Exports from West Africa: Insights into Recent Trade from Monitoring Social Media,” Bird Conservation International 32, 4 (2022), 559–572, https://www.cambridge.org/core/journals/bird-conservation-international/article/abs/live-wild-bird-exports-from-west-africa-insights-into-recent-tradefrom-monitoring-social-media/4A01FE8DBD90A1095F3557F55219994C.
34    Dumenu, “Assessing the Impact of Felling/Export Ban and CITES Designation on Exploitation of African Rosewood (Pterocarpus Erinaceus).”
35    Kelly Sims Gallagher and Qi Qi, “Chinese Overseas Investment Policy: Implications for Climate Change,” Global Policy 12 (2021), 260–272, https://onlinelibrary.wiley.com/doi/10.1111/1758-5899.12952.
36    Hiromitsu Samejima, “Summary for Business Entities: Revised Forest Law and Status of Timber Legality Verification by Business Entities in China,” Institute for Global Environmental Strategies, 2023, https://www.iges.or.jp/system/files/publication_documents/pub/commissioned/12847/Summary_China%20technical%20report%20in%20EN_final.pdf.
37    “Timber Legality Risk Dashboard: China,” Forest Trends, October 2021, https://www.forest-trends.org/wp-content/uploads/2022/01/China-Timber-Legality-Risk-Dashboard-IDAT-Risk.pdf.
38    “Forest Law Enforcement, Governance and Trade—the European Union Approach,” European Forest Institute, 2008, https://openknowledge.fao.org/server/api/core/bitstreams/8287d950-35a6-4aaa-9d66-c32295b06134/content; “The Forest Law Enforcement, Governance and Trade Regulations 2012,” UK Statutory Instruments, 2012, https://www.legislation.gov.uk/uksi/2012/178/contents; Matilda Miljand, et al., “Voluntary Agreements to Protect Private Forests—A Realist Review,” Forest Policy and Economics 128 (2021), https://www.sciencedirect.com/science/article/pii/S1389934121000630?via%3Dihub.

The post Chinese demand for timber and wildlife in West Africa: Responding to the environmental and social impacts appeared first on Atlantic Council.

]]>
Chinese fishing in West Africa: Responding to the environmental and social impacts https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/chinese-fishing-in-west-africa/ Mon, 06 Oct 2025 12:30:00 +0000 https://www.atlanticcouncil.org/?p=878295 Chinese companies have rapidly expanded into West Africa’s fishing sector, often operating illegally in prohibited coastal waters.

The post Chinese fishing in West Africa: Responding to the environmental and social impacts appeared first on Atlantic Council.

]]>

Editors’ introduction

In May 2025, the China Global South Initiative (CGSi), a collaboration between the Keough School of Global Affairs and the Atlantic Council Global China Hub, convened a group of twenty-two African environmental experts at the Peduase Valley Resort in Ghana for a three-day workshop on China’s environmental impact in West Africa. This policy workshop, hosted with the support of the Ford Foundation, included representatives from eleven West African countries—Benin, Burkina Faso, Cameroon, Cote d’Ivoire, Ghana, Liberia, Mali, Nigeria, Senegal, Sierra Leone, and Togo—and South Africa. Amid three days of comradery and collaboration, these experts worked together to draft policy memorandums on China’s environmental impact across the region. In the months following the workshop, we worked closely with the authors to curate three briefs—on mining and resource extraction, timber and wildlife, and fisheries and water resources—that identify the challenges and offer actionable policy solutions. We would like to recognize the excellent work of the co-authors who contributed their time and expertise to creating these briefs. In particular we would like to thank the group leaders Abosede Omowumi Babatunde, Ebagnerin Jérôme Tondoh, and Ebimboere Seiyafa and Awa Niang Fall, respectively, for their diligent work.

First and foremost, we would like to thank Caroline Costello, assistant director of the Atlantic Council’s Global China Hub, for her essential contributions to the workshop in Ghana and this collection of issue briefs. Her tireless efforts were truly essential to the success of the project. Ashley Bennett, events strategy program director of the University of Notre Dame’s Keough School of Global Affairs, provided critical logistical support across a dozen countries. Alexandra Towns at the Keough School and Cate Hansberry, Beverly Larson, and Jeff Fleischer at the Atlantic Council provided expert editorial support. Guidance from Notre Dame’s Pamoja Africa Initiative helped us identify contributors, and the Kellogg Institute helped support their participation. We would also like to thank the excellent staff of the Peduase Valley Resort for their hospitality during the May 2025 workshop. Last, but not least, we would like to thank our partner, the Ford Foundation, whose support made the workshop and these policy briefs possible. Ford is not responsible for the content of these policy briefs.


Bottom lines up front

  • Chinese companies—including both state-backed firms and private actors—have rapidly expanded into West Africa’s fishing sector, often operating illegally in prohibited coastal waters.
  • Chinese vessels employ bottom trawling and other destructive methods, which—combined with limited oversight and poor enforcement of national and transboundary laws—have caused declining fish stocks, weakened local fishery economies, and deteriorated coastal water quality.
  • This brief examines the ecological and social risks posed by Chinese fishing in West Africa and offers policy recommendations to strengthen legal protections and enhance regional cooperation to safeguard the region’s fisheries and water systems.

Executive summary

Overfishing by Chinese trawlers poses a serious threat to West Africa’s rich fisheries and water resources, endangering regional food security, national economies, and local livelihoods. Chinese companies— including state-backed firms and private actors—have rapidly expanded into the region’s fishing sector, often operating illegally in prohibited coastal waters. Hundreds of Chinese vessels now fish off the West African coast, primarily between Senegal and Mauritania. These vessels are much larger than the artisanal canoes used by local fishermen and easily outcompete them. The expansion of Chinese companies’ fishery operations and overfishing in the region strains marine and freshwater ecosystems and undermines longstanding livelihoods of traditional fishing communities. Chinese vessels employ bottom trawling and other destructive methods, which—combined with limited oversight and poor enforcement of national and transboundary laws—have caused severe environmental degradation and declining fish stocks, weakened local economies, and deteriorated coastal water quality. At the same time, inland fish populations—especially in transboundary rivers such as the Falémé, Niger, and Volta—continue to decline due to runoff pollution from Chinese companies’ illegal mining operations. This policy brief examines the ecological and social risks posed by Chinese trawlers’ fishing in West Africa, and offers policy recommendations to strengthen legal protection and enhance regional cooperation to safeguard the region’s fisheries and water systems.

Background

Fisheries and aquaculture are vital to West Africa’s food security and economy—contributing more than 15 percent of regional gross domestic product (GDP), with Nigeria, Senegal, and Ghana accounting for 70 percent of total production.1 Fish are the main source of animal protein for more than 60 percent of households in the region, which produces 32 percent of Africa’s annual fish catch and 21 percent of its aquaculture in Africa.2

In recent decades, growing concerns have emerged among environmental experts, national policymakers, and coastal communities in West Africa about the environmental and socioeconomic effects of China’s expanding role in the region’s fisheries and water resources. Chinese firms’ involvement— driven by the depletion of domestic fish stocks—now extends throughout West African countries’ Exclusive Economic Zones (EEZs), major rivers, and shared transboundary watersheds.

Small-scale, artisanal local fishermen are no match for the larger, more powerful Chinese trawlers, which engage in both legal and illegal fishery activities, often exploiting weak local regulations, limited enforcement capacity, and the complicity of corrupt local actors.3 The lack of coordinated monitoring
and limited presence of enforcement agencies, such as coast guards or marine patrols, have enabled these fleets to operate with minimal oversight.4 China’s sizeable investments in industrial fishing—backed by state subsidies, low-interest loans, and tax exemptions—has resulted in growing instances of illegal, unreported, and unregulated (IUU) fishing in West Africa, ultimately undermining the long-term sustainability of the region’s fishery stocks.5

Besides fishing, Chinese companies’ activities in mining, dredging, and infrastructure development compound pressures on water quality and aquatic ecosystems, with direct implications for fishery sustainability. Gold mining operations, particularly those involving mercury and cyanide, have contaminated rivers and their fish with harmful chemicals.6 Bucket excavators used in mining operations deposit oils, fuels, and alluvium into riverbeds, which causes erosion, changes the shape of river channels, and damages ecosystems. Dredging also stirs up sediments, turning clear water murky. This increased cloudiness, known as high turbidity, makes water hazardous for drinking and affects aquatic ecosystems.7 The consequences of mine-related pollution extend to upstream catchments and transboundary river basins with socioeconomic and ecological importance, including the Tano-Bia Basin (Ghana and Côte d’Ivoire), the Falémé River (Senegal and Mali), and the Bagoé River (Côte d’Ivoire and Mali).8

West African governments face structural obstacles in addressing Chinese vessels’ impact on fisheries and water resources, including under-resourced enforcement agencies and outdated legal frameworks that hinder effective regulation and governance. Corruption—particularly at the local level, where Chinese fishers sometimes pay communities not to report illegal fishing and mining—weakens oversight.9 Political and business elites with vested interests in fishery ventures involving Chinese companies often obstruct reform or weaken enforcement. Moreover, the presence of non-state armed groups in key maritime zones, such as the Gulf of Guinea, hampers monitoring and leaves fisheries and waterways increasingly vulnerable to exploitation by Chinese trawlers.10

These governance challenges are further compounded by West African states’ dependence on loans from China’s state-owned banks and infrastructure projects, which have reduced their bargaining power and undermined their ability to hold Chinese companies accountable. Despite the existence of regional initiatives such as the Economic Community of West African States Agricultural Policy (ECOWAP) and the African Common Fisheries Policy, implementation has remained weak.11 Taken together, these impediments to enforcement leave marine and freshwater sectors neglected, allowing the associated environmental and social devastations to persist.

Evidence

China’s fishing fleet is currently considered the largest in West Africa, with nearly 17,000 vessels and annual catch amounting to roughly $3.8 billion.12 Chinese vessels benefit from state subsidies and advanced fishing technologies, enabling them to overwhelm local fisheries, leaving artisanal fishers unable to compete. In Ghana, local fishermen in wooden canoes have drowned after their small boats capsized in the wakes of large Chinese vessels.13

Many Chinese fishing companies exploit poorly regulated licensing systems to conceal vessel ownership, engaging in joint partnerships with local actors, operating through local intermediaries, or registering as subsidiaries of local operators.14 Using local companies as legal fronts allows Chinese firms to circumvent fishing license laws that prevent foreign vessels from operating within national EEZs.15 Meanwhile, local corruption and collusion between China’s fishing operations and local political elites further stifles law enforcement.

Chinese industrial vessels operating in West African waters often fish in prohibited zones and use illicit practices such as dynamite, illegal nets, and chemicals that harm marine life and pollute waters.16 The impacts of these destructive techniques on local coastal communities in West Africa are profound. In Nigeria, Senegal, and Ghana, which account for 70 percent of the region’s fish production, foreign vessels dominate the industry, undercutting local economies and ecosystems.17

Due to illegal fishing, small-scale fishers, many of them women working in fish processing and sales, face declining catches and rising unemployment.18 Illegal fishing has led to over 300,000 losses in artisanal and traditional fish related jobs in West Africa. In 2018, illegal fishing cost Nigeria an estimated $70 million.19 In Ghana, Chinese firms’ fleets engage in saiko, a form of illegal fishing in which industrial trawlers deliberately catch and resell small, juvenile fish at sea.20 By catching undersized fish, they undermine the sustainability of fish populations in the region’s marine ecosystems. This illegal fishing practice threatens the livelihoods of coastal communities that rely on sustainable fishing for survival.21

The abuse and neglect of local workers is common on Chinese fishing vessels. Interviews by the Environmental Justice Foundation found that 94 percent of Ghanaian crew members received inadequate medicine or witnessed verbal abuse.22 One fisherman claims that he was treated like a “slave”: beaten, spit on, starved, forced to drink dirty water, and witnessed the deaths of three other African fishermen due to neglect and abuse.23 In Ghana and Senegal, local communities have reported labor violations and bribery involving local officials—practices that undermine local governance and strain relations between China and West African countries.24

Industrial pollution is another major concern. Chinese vessels and processing plants routinely discharge harmful waste into both marine and inland waters. Pollution from Chinese-owned fishmeal factories has been reported in The Gambia, where the process contaminates inland waters, killing fish and precipitating the collapse of some local lagoons.25 Gold mining operations, particularly those involving mercury and cyanide, are a public health menace, contaminating rivers and groundwater and threatening both fish and crops. Chinese companies dredging and mining operations have polluted and deformed the Falémé River in Senegal and Mali and the Bagoé River in Côte d’Ivoire and Mali, reducing the productivity of local fisheries and farmlands.26 China’s infrastructure development has further complicated water governance. The construction of the Lekki Deep Seaport in Lagos, for example, has severely disrupted local water and fishery ecosystems.27

Efforts by individual countries—such as Ghana’s Fisheries Commission and Nigeria’s new Ministry of Marine and Blue Economy—have been undermined by weak institutional capacity and limited financial investment.28 In Togo, understaffing and poor coordination among fisheries and water institutions undermine enforcement despite the country’s accession to the Port State Measures Agreement (PSMA) to combat illicit and unregulated fishing.29 The presence of armed groups in the Gulf of Guinea inhibits enforcement officers’ ability to conduct the surveillance and monitoring necessary to curb illegal activity and protect marine sovereignty.30 These multilayered security challenges underscore the urgent need for national and regional policy interventions to improve oversight and safeguard the sustainability of fisheries and water resources by regulating Chinese fishers exploitation in the EEZs of West African countries.

Policy recommendations

  • Implement stricter penalties. Penalize local fishing companies that collaborate with Chinese trawlers to circumvent fishing license laws and other environmental policies. Fines, vessel confiscation, and blacklisting mechanisms should be introduced for companies and individuals acting as intermediaries to enable illegal fishing or the dumping of waste and pollutants into marine and freshwater systems.
  • Revise outdated fisheries and water resource policies. Update policies and laws to reflect current realities including the rapid expansion of industrial-scale overfishing, invasive ballast discharge by foreign vessels, and plastic waste pollution. Policymakers should engage all relevant stakeholders—including small-scale fishers, processors, local nongovernmental organizations and local communities—to revise existing laws and policies. New laws should clearly outline regulatory loopholes and specify new monitoring and enforcement mechanisms to address them.
  • Invest in the navy and the coast guard. To better monitor China’s illegal fishing activities along their coasts and EEZs, West African countries should invest in increasing the capacity—through better equipment and training—of their navy, coast guard, and other maritime security and enforcement agencies. Port authorities, coast guards, and inland water management units must be trained and incentivized to enforce existing environmental standards effectively and consistently.
  • Work with the Sub-Regional Fisheries Commission (SRFC). The SRFC, based in Dakar, Senegal, should grow its policy influence in West Africa by coordinating closely with member states to develop regional policies and guidelines for dealing with overexploitation. The SRFC can become the regional hub for the harmonization of fishery laws, joint patrols, and shared resource management.

Improve regional monitoring and surveillance

  • Develop a regional real-time monitoring system to track water resources, illegal activities, and waste dumping. The system should integrate satellite data, citizen reporting platforms, and automatic identification systems (AIS) to create a comprehensive monitoring web across the Gulf of Guinea and key river basins. AIS are positional awareness systems used to identify ships and provide additional information such as location, speed, intended port of call, prior identities, and activity history. They give authorities a full view of ships’ likely involvement in illegal fishing activity.31 Ghana has already employed AIS tools as part of its Vessel Viewer pilot program, and has seen success in strengthening its monitoring, control, and surveillance operations.32 AIS should be made mandatory for all industrial vessels operating in West African EEZs, with remote data made accessible to national and regional authorities.
  • Develop public reporting systems. Growing public anger and grassroots activism have the potential to force governments to respond to these challenges, even if elites prefer the status quo. Highly publicized labor abuses, coupled with increasing resentment toward corrupt officials, exact a reputational toll. Civil society campaigns should seek to channel this anger into action, standing up platforms that allow citizens to anonymously report bad actors, including vessels, companies, complicit government officials, and intermediaries involved in illegal fishing or toxic waste disposal. This system should offer multiple online reporting options. This system should begin on the national level with an eye toward expanding to the regional level. By democratizing the response to this problem, civil society leaders can diversify oversight away from a small group of corrupt actors and elite gatekeepers. By demonstrating to officials that the desire for public monitoring is widespread, a successful reporting system will also be a mechanism for generating greater political will for change.

Promote sustainable fisheries agreements and mechanisms

  • Empower the Economic Community of West African States (ECOWAS) to promote transboundary cooperation on shared waterways. Joint watershed management programs should be established to address shared pollution risks, dam regulation, and hydrological data sharing. This should begin with transboundary river systems such as the Volta Basin, the Falémé, and the Tano-Bia. ECOWAS could promote multilateral agreements and provide a multinational venue for promoting data sharing and enabling enforcement transboundary agreements. Working multilaterally can help override local elite resistance, as reform-minded officials can justify enforcement by citing binding regional commitments and reputational risks within ECOWAS.
  • Negotiate regional fisheries agreements with China that prioritize the interests of coastal communities. Enforced under ECOWAS, these regional agreements should emphasize environmental sustainability, verifiable catch quotas, mandatory gear and equipment specifications, and designated no-fishing zones.

About the authors

Ellis Adjei Adams is an associate professor of geography and environmental policy at the Keough School of Global Affairs, University of Notre Dame. With background in both social and natural sciences, his research examines the social, political, institutional, and governance dimensions of environmental and natural resources, particularly water. He currently conducts research in Ghana, Malawi, Kenya, Uganda, and the United States.

Awa Niang Fall is full professor of physical geography at Cheikh Anta Diop University, in Dakar, Senegal. Since 2010 she has been involved in the African Networks of Centres of Excellence on Water Sciences Project, and leads the Master/UNESCO Chair on Integrated Management and Sustainable Development of West African coastal zone (Master GIDEL). Since June 2022 she has been coordinating the European Union-funded GoNEXUS project on behalf of UCAD, covering 6 river basins in Europe and Africa.

Kadidia Kane is a Malian civil servant working at the Mopti Regional Hydraulics Directorate. She holds a degree in hydrogeology engineering and a master’s degree in integrated water resources management. She currently serves as Head of the Water Resources Inventory and Management Division within this directorate, where she is involved in all activities related to water and related resource management.

Kodjo N’Souvi holds a master’s degree in economic analysis and policy and a doctorate in agricultural economics, majoring in fisheries economics and management. He is currently working as post-doctoral research associate at the College of Economics and Management, Shanghai Ocean University, China. His major area of research includes economics of aquaculture, namely shrimp, the socioeconomics of small-scale fisheries, sustainable fisheries, aquaculture development, and climate change.

Isa Olalekan Elegbede is a distinguished environmental assessment, planning, and sustainability expert focusing on marine sustainability and the blue economy. He is the Deputy Chair of IUCN/CEESP/TGER, Switzerland, and a Future Earth Coast (FEC) Fellow. Dr. Elegbede plays a key role in shaping policies for sustainable fisheries management and marine governance through his contributions to the Central and South Atlantic Regional Scientific Research Working Group and as a co-chair of the GEO BON Blue Planet Fisheries Working Group.

Ebimboere Seiyefa is a lecturer at Baze University in the department of international relations and diplomacy, with a background in politics, governance and security in West Africa. She has worked with Conflict Research Network West Africa, ACLED, NATO Southern Hub and USIP, amongst other institutions, to advance human security initiatives towards a peaceful West Africa.

Salamatu J. Tannor is a certified Mining HSE Professional with an interdisciplinary background in natural sciences. She is currently working as postdoctoral research associate at the Faculty of Life Sciences, Rhine-Waal University of Applied Sciences Kleve, Germany. Her research interests include the interactions of global economic systems such as mining and agribusinesses with other socio-ecological systems (people & water) within rural landscapes.

Related content

Explore the program

The Global China Hub tracks Beijing’s actions and their global impacts, assessing China’s rise from multiple angles and identifying emerging China policy challenges. The Hub leverages its network of China experts around the world to generate actionable recommendations for policymakers in Washington and beyond.

1    “Comprehensive Strategic Framework for Sustainable Fisheries and Aquaculture Development (CSFS FAD),” ECOWAS Commission, Department of Agriculture, Environment and Natural Resources, and Directorate of Agriculture and Rural Development, October 2019, https://ecowap.ecowas.int/media/ecowap/file_document/2019_Regional_strategy_Fisheries__Aquaculture_CSFSFAD_EN.pdf; “The Future of Marine Fisheries in the African Blue Economy,” Africa Development Bank Group, May 4, 2022, https://www.afdb.org/en/documents/future-marine-fisheries-african-blue-economy.
2    “Africa Program for Fisheries,” World Bank, last visited August 25, 2025, https://www.worldbank.org/en/programs/africa-program-for-fisheries; “Fisheries and Aquaculture,” Regional Agency for Agriculture and Food, last visited August 25, 2025, https://www.araa.org/en/fisheries-and-aquaculture.
3    “Is China’s Fishing Fleet Taking All of West Africa’s Fish?” BBC News, YouTube video, March 26, 2019, https://www.youtube.com/watch?v=nUClXFF2PKs; Edmund C. Merem, et al., “Analyzing the Tragedy of Illegal Fishing on the West African Coastal Region,” International Journal of Food Science and Nutrition Engineering 9, 1 (2019), 1–15, https://www.researchgate.net/publication/332327658_Analyzing_the_Tragedy_of_Illegal_Fishing_on_the_West_African_Coastal_Region.
4    Ifesinachi Okafor-Yarwood, et al., “Survival of the Richest, Not the Fittest: How Attempts to Improve Governance Impact African Small-Scale Marine Fisheries,” Marine Policy 135 (2002), https://www.sciencedirect.com/science/article/pii/S0308597X21004589.
5    Juan He, “From Distant-Water Fisher to Investor: Enhancing China’s State Responsibilities for Legal and Sustainable Fisheries in Coastal Africa,” Coastal Management 53, 1 (2025), 71–91, www.tandfonline.com/doi/full/10.1080/08920753.2025.2457308; Sam Geall, et al., “Charting a Blue Future for Cooperation between West Africa and China on Sustainable Fisheries,” Stimson Center, September 14, 2023, www.stimson.org/2023/charting-a-blue-future-for-cooperation-between-west-africa-and-china-on-sustainable-fisheries/.
6    Richard Takyi, et al., “Socio-ecological Analysis of Artisanal Gold Mining in West Africa: A Case Study of Ghana,” Journal of Sustainable Mining 20, 3 (2021), 206–219, https://jsm.gig.eu/cgi/viewcontent.cgi?article=1322&context=journal-of-sustainable-mining.
7    Ibid.
8    Noah Kyame Asare-Donkor and Anthony Apeke Adimado, “Influence of Mining Related Activities on Levels of Mercury in Water, Sediment and Fish from the Ankobra and Tano River Basins in South Western Ghana,” Environmental Systems Research 5, 1 (2016), 5, https://environmentalsystemsresearch.springeropen.com/articles/10.1186/s40068-016-0055-4; Mouhamadou Lamine Diallo, et al., “Gold Mining, Discourses, and Threats: What Is Really Damaging the Fluvial Hydrosystem of the Faleme River?” Journal of Political Ecology 32 (2024), https://journals.librarypublishing.arizona.edu/jpe/article/id/5949/; Augustin Kouame N’Guessan, et al., “Clandestine Gold Mining and Pollution Risks of Sediments from Bagoue River (Niger Watershed. Cote d’Ivoire),” International Journal of Fisheries and Aquatic Studies 9, 4 (2021), 149–158, https://www.researchgate.net/publication/354700049_International_Journal_of_Fisheries_and_Aquatic_Studies_2021_94_149-158_Clandestine_gold_mining_and_pollution_risks_of_sediments_from_Bagoue_river_Niger_watershed_Cote_d’Ivoire.
9    Torbjörn Wester, “‘They Are Stealing What Should Be Ours’: Chinese Trawlers Are Emptying West African Fishing Grounds,” Telegraph, June 5, 2023, https://www.telegraph.co.uk/global-health/climate-and-people/how-chinese-trawlers-are-emptying-westafrican-fishing-grou/; George Wright and Thomas Naadi, “Ghana Fishing: Abuse, Corruption and Death on Chinese Vessels,” BBC, January 3, 2023, https://www.bbc.com/news/world-africa-63720181.
10    Rossella Marangio, “Deep Waters: The Maritime Security Landscape in the Gulf of Guinea,” European Union Institute for Security Studies, January 9, 2025, https://www.iss.europa.eu/publications/briefs/deep-waters-maritime-security-landscape-gulf-guinea.
11    Aboubacar Sidibé, “Diagnostic on the Effectiveness of National Fishery and Aquaculture Policies and Strategies for Food and Nutrition Security in West Africa,” Food and Agriculture Organization of the United Nations, August 2020, https://openknowledge.fao.org/server/api/core/bitstreams/e250dc02-a76f-46ab-8521-36decdc49e76/content.
12    Miren Gutiérrez et al., “China’s Distant-Water Fishing Fleet: Scale, Impact and Governance,” ODI, June 2020, https://media.odi.org/documents/chinesedistantwaterfishing_web.pdf. Mark Godfrey, “China’s Distant-Water Majors Stung by Poor Results despite Bullish Market Conditions,” SeafoodSource, December 22, 2021, https://www.seafoodsource.com/news/business-finance/chinasdistant-water-majors-stung-by-poor-results-despite-bullish-market-conditions.
13    Wester, “‘They Are Stealing What Should Be Ours.’”
14    Kate Bartlett, “Fishy Business: Report Details Chinese Fleet’s Illegal Operations in West Africa,” VOA News, April 7, 2022, https://www.voanews.com/a/fishy-business-report-details-chinese-fleet-s-illegal-operations-in-west-africa-/6519387.html.
15    Andrew Jacobs, “Chinese Fleets Illegally Fish in West African Waters, Greenpeace Says,” New York Times, May 20, 2015, https://www.nytimes.com/2015/05/21/world/asia/china-west-africa-fishing-greenpeace.html; Lu Xinqing, “China’s Distant-Water Fishing and Its Impact in West Africa,” China Global South Project, June 21, 2021, https://chinaglobalsouth.com/analysis/chinas-distantwater-fishing-and-its-impact-in-west-africa; Robert Paarlberg, “West Africa’s Falling Fish Stocks: Illegal Chinese Trawlers, Climate Change and Artisanal Fishing Fleets to Blame,” Conversation, April 9, 2024, https://theconversation.com/west-africas-falling-fish-stocks-illegal-chinese-trawlers-climate-change-and-artisanal-fishing-fleets-to-blame-226819#:~:text=Chinese%20companies-%2C%20thinly%20disguised%20as,had%20a%20chance%20to%20reproduce.
16    Wester, “‘They Are Stealing What Should Be Ours.’”
17    “The Future of Marine Fisheries in the African Blue Economy.”
18    Blamé Ekoue and Mamah Djiman Hairith, “Danger at Sea—West Africa’s Scourge of Foreign Fleets,” Africa in Fact, February 4, 2025, https://africainfact.com/danger-at-sea-west-africas-scourge-of-foreign-fleets.
19    “Nigeria Loses $70m to Illegal Fishing,” Nation, May 6, 2021, https://thenationonlineng.net/nigeria-loses-70m-to-illegal-fishing/#-google_vignette.
20    Victor Owusu, Rosina Sheburah Essien, and Moses Adjei, “The Same Old Story: ‘Saiko’ Practices and Coastal Livelihoods in Ghana’s Small-Scale Fisheries,” Marine Policy 173 (2025), https://www.sciencedirect.com/science/article/abs/pii/S0308597X24005736.
21    Lieven Engelen, “Under Cover of Darkness: The Damaging Effects of Illegal ‘Saiko’ Fishing,” Guardian, October 17, 2022, https://www.theguardian.com/environment/2022/oct/17/ghana-coastal-fishing-villages-industrial-trawling-saiko-illegal.
22    Wright and Naadi, “Ghana Fishing.”
23    Ibid.
24    Ibid.
25    Fatou Hadim Jobe, “The Cycle of Inequity in Fishmeal Factories in The Gambia,” Ocean Nexus, 2025, https://oceannexus.org/2025/01/07/the-cycle-of-inequity-in-fishmeal-factories-in-the-gambia; “When Chinese Trawlers Plunder West African Water,” Maritime Crimes, July 7, 2023, https://maritimescrimes.com/2023/07/07/when-chinese-trawlers-plunder-west-african-waters; Ian Urbina, “The Factories Turning West Africa’s Fish into Powder,” BBC, March 23, 2021, https://www.bbc.com/future/article/20210323-the-factories-turning-west-africas-fish-into-powder.
26    El Hadji Serigne Top, et al., “Gold Mining, Discourses, and Threats: What Is Really Damaging the Fluvial Hydrosystem of the Faleme River?” Journal of Political Ecology 32 (2024), 869–887, https://journals.librarypublishing.arizona.edu/jpe/article/5949/galley/6588/download/.
27    Ibrahim Adeyemi, “Cost of Development? How Lagos $1.5 Billion Seaport Altered Fortunes of Local Communities,” Premium
Times, June 18, 2023, https://rainforestjournalismfund.org/stories/cost-development-how-lagos-15-billion-seaport-altered-fortunes-local-communities.
28    Aboubacar Sidibé, “Diagnostic on the Effectiveness of National Fishery and Aquaculture Policies and Strategies for Food and Nutrition Security in West Africa,” Food and Agriculture Organization of the United Nations, August 2020, https://openknowledge.fao.org/server/api/core/bitstreams/e250dc02-a76f-46ab-8521-36decdc49e76/content.
29    Kodjo N’Souvi, et al., “Fisheries and Aquaculture in Togo: Overview, Performance, Fisheries Policy, Challenges and Comparative Study with Ghana, Mali, Niger and Senegal Fisheries and Aquaculture,” Marine Policy 132 (2021), https://www.sciencedirect.com/science/article/abs/pii/S0308597X2100292X?via%3Dihub.
30    Olusegun Paul Adesanya, “Maritime Crimes and the Gulf of Guinea,” Cogent Social Sciences 9 (2023), https://www.tandfonline.com/doi/full/10.1080/23311886.2023.2241263.
31    “AIS (Automatic Identification System) Overview,” NATO Media Centre, last visited August 20, 2025, https://shipping.nato.int/nsc/operations/news/2021/ais-automatic-identification-system-overview.
32    “Ghana Sees Major Improvements with Vessel Viewer,” Global Fishing Watch, December 3, 2024, https://globalfishingwatch.org/case-study/ghana-sees-major-improvements-with-vessel-viewer.

The post Chinese fishing in West Africa: Responding to the environmental and social impacts appeared first on Atlantic Council.

]]>
Former Senegalese President Macky Sall on designing an international architecture with Africa in mind https://www.atlanticcouncil.org/blogs/new-atlanticist/former-senegalese-president-macky-sall-on-designing-an-international-architecture-with-africa-in-mind/ Wed, 01 Oct 2025 13:56:46 +0000 https://www.atlanticcouncil.org/?p=878308 At a Front Page event, Sall advocated for UNSC seats, affordable loans, and flexibility on climate commitments for Africa.

The post Former Senegalese President Macky Sall on designing an international architecture with Africa in mind appeared first on Atlantic Council.

]]>
Watch the full event

Giving the African continent permanent seats on the United Nations Security Council (UNSC) is “the right thing to do,” argued former Senegalese President Macky Sall. “The continent has to be involved in the management of crises.”

Sall, who is also a member of the Atlantic Council’s International Advisory Board, gave his take on the UNSC debate during a Front Page event hosted by the Atlantic Council’s Africa Center on Monday, as the UN General Assembly continued in New York. The former African Union chairperson, speaking in French throughout the event, argued that for the Security Council to serve everyone, it will need to have permanent members representing Africa.

He pointed to the Ezulwini Consensus, a proposal backed by the African Union that calls for at least two permanent seats (with veto power) and five total nonpermanent seats for African nations. But Sall, a previous chairperson of the African Union, said that before this consensus becomes reality, African nations will need to determine how they will allocate seats.

“Africa must organize itself so that . . . when the time will come, we’ll be ready so that Africa can find its right place,” he said.

Below are more highlights from Sall’s conversation with Julian Pecquet, US correspondent with Jeune Afrique/The Africa Report, in which Sall outlined the challenges facing the African continent, from climate and energy uncertainties to debt crises.

A just transition

  • Sall said it is “completely unjust” to argue that developing countries in Africa shouldn’t tap their fossil-fuel resources, considering the continent has produced less than 4 percent of the world’s greenhouse gas emissions.
  • “We can’t condemn Africa,” Sall said. “Africa has to continue to exploit its natural resources to be able to develop itself, to be able to industrialize.”
  • Sall said that while African governments are considering non-fossil-fuel-based sources of energy, such as nuclear, such sources require “basic infrastructure” that the continent sorely lacks. “We need railways, we need bridges, we need the nuclear power plants,” he explained.

Debt dilemma

  • Yet, the loans currently available for building such infrastructure “are short-term, and the interest rate is very high,” Sall said, raising fears among African leaders of landing in a debt crisis. “It’s not how we rebuilt Europe” after World War II, he said, pointing to the US-funded Marshall Plan.
  • With Africa’s infrastructure financing gap estimated at up to $108 billion, Sall said that more private investment and public-private partnerships could make financing needed infrastructure easier. But, in the end, “it’s necessary to change the financial architecture of the world,” he said.

Keeping the peace

  • Sall said that Africa will continue to grapple with security challenges, including the “terrorism that is plaguing the whole continent today.” He added that Sahel countries in particular “have to spend a lot of their resources to fight,” meaning they have less money for development-related initiatives such as education and health.
  • As several Sahelian states experienced coups d’état over the past few years, Sall said that the Economic Community of West African States—which once included these Sahelian countries—struggled to respond to the crisis and impose sanctions.
  • And now, since Burkina Faso, Mali, and Niger have left and formed the Alliance of Sahel States, Sall said that it is important to “maintain dialogue” between the two regional bodies to avoid “consequences” that would result in citizens losing important benefits, such as freedom of movement.

The youth wave

  • Sall pointed to one final challenge: Harnessing Africa’s talented youth. He pointed out that the continent’s population is set to surge, yet trained young people often leave the continent seeking opportunities elsewhere.
  • “One in four in the future is going to be an African youth,” Sall said, “so we should not waste our time just consuming things that are already being produced and put on the market. We have to invest ourselves into training.”

Katherine Golden is an associate director of editorial at the Atlantic Council.

Watch the full event

The post Former Senegalese President Macky Sall on designing an international architecture with Africa in mind appeared first on Atlantic Council.

]]>
Natural gas has a small but important role in Africa’s energy transition https://www.atlanticcouncil.org/in-depth-research-reports/report/natural-gas-has-a-small-but-important-role-in-africas-energy-transition/ Tue, 23 Sep 2025 14:00:00 +0000 https://www.atlanticcouncil.org/?p=874835 Limited access to electricity has long constrained both quality of life and economic growth across much of Africa. About 42 percent of the continent’s population still lives in homes without any access. While it is technically possible to rapidly increase African electrification rates through renewables, change on such a scale would require massive global investment that is not a realistic prospect in the foreseeable future. Africa’s untapped and associated gas reserves can provide part of the solution by supporting renewable energy in boosting electrification rates.

The post Natural gas has a small but important role in Africa’s energy transition appeared first on Atlantic Council.

]]>

Bottom lines up front

  • Roughly 42 percent of Africa’s population lacks reliable access to electricity at home.
  • Using Africa’s sizeable untapped gas reserves to help electrify the continent is reasonable and fair, despite the need to cut emissions.
  • Electrifying the rest of the continent at the lowest possible climate cost within the next decade calls for renewables in most cases, and new gas-fired power plants in countries with gas and low electrification rates.

Limited access to electricity has long constrained both quality of life and economic growth across much of Africa. About 42 percent of the continent’s population still lives in homes without any access to national grids, mini-grids, or even standalone renewable systems.1 2 With 19 percent of the world’s population, Africa accounts for just 3.1 percent of global electricity demand.3 Indeed, the majority of people without access to electricity live in sub-Saharan Africa.4 This depresses living standards and stymies commercial and industrial development across the continent.

Average annual electricity consumption in Africa (excluding South Africa) was just 180 kilowatt-hours (kWh) in 2021, compared with 6,500 kWh in Europe and 13,000 kWh in the United States.5 Most people in sub-Saharan Africa consume less electricity in a year than an average US fridge.6 Power supplies in the region are not only inadequate, they are often unreliable, with outages a feature of life from Nigeria to South Africa. Sub-Saharan Africa also has the lowest per capita gas consumption of any region, at less than one-quarter of the global average,7 and accounts for just 4 percent of global gas demand.8

According to the United Nations’ Sustainable Development Goal 7, UN member states committed to achieving “access to affordable, reliable, sustainable and modern energy for all” by 2030. This target will not be reached by that date as the current pace of progress is nowhere near fast enough to connect 600 million African people in the next five years. Still, a growing number of African governments are pushing for universal access to electricity for their countries, and helping them succeed should be a global priority.

It is critical to tackle this challenge now while electrification efforts are being stepped up and over half the African population has access to electricity at home for the first time. Moreover, a significant increase in power generation will be needed to achieve universal electrification at a time of massive demographic growth. The United Nations forecasts that the population of sub-Saharan Africa will grow from 1.3 billion at present to 2.2 billion by 2054 and 3.3 billion by 2100.9 Power demand will expand even further with the adoption of electric vehicles and construction of new data centers.

It is technically possible to rapidly increase African electrification rates through renewables backed up with battery energy storage systems (BESS), hydroelectric schemes, and geothermal power (where available). Yet change on such a scale would require massive global investment that is not a realistic prospect in the foreseeable future, particularly given the recent drastic cuts to international aid budgets by some western governments.10

Africa’s untapped and associated gas reserves can provide part of the solution by supporting renewable energy in boosting electrification rates.11 Although gas-fired generation is typically more expensive than solar,12 it delivers the baseload, round-the-clock capacity needed to fuel a rapid increase in intermittent renewable energy production. What’s more, there is a substantial amount of gas expertise in Africa, as gas is the continent’s primary source of electricity, accounting for 43 percent of production in 2024.13

In response to the climate crisis, fossil fuel output will taper down, but some production will continue for many years. Emissions from gas-fired plants are at least half as high as those from coal, making gas a driver of climate change. Yet the African continent accounts for such a small proportion of global per capita emissions that new gas projects on the continent would be fair and justified where they would have a demonstrable impact on living standards and where failing to develop them would act as a brake on electrification efforts. Moreover, as this report will demonstrate, gas appears to be either a necessary or commercially viable option only in specific African countries.

Gas-to-power projects carry high upfront investment costs but are often easier to finance when attached to big export projects. The United States and Qatar, in particular, are investing heavily in new liquefied natural gas (LNG) production capacity to satisfy global demand, but European gas markets are keen to secure new sources of supply to displace piped Russian gas, and many Asian countries are switching from coal to gas-fired generation. As a result, there is scope for both new African LNG plants and pipelines under the Mediterranean Sea that could support power production in much of West Africa, while also generating export revenues for Nigeria.

Securing financing for African gas projects will be a crucial challenge, especially in light of the high capital costs for operating projects on the continent and investors’ reluctance to fund hydrocarbon schemes in recent years. However, the new African Energy Bank and the Trump administration’s support for oil and gas investment could make a considerable difference. US Secretary of Energy Chris Wright said in March that the United States would partner with African governments and companies to support the development of projects using natural gas and other energy technologies, including by providing capital.14 Indeed, the Trump administration acted quickly to approve $4.7 billion in funding from US Export-Import Bank for TotalEnergies’ Mozambique LNG scheme.15

This report will set out why it is reasonable for Africa to develop its own gas reserves to drive electrification, explain how gas can fit into a broader energy transition on the continent, examine which countries would benefit from developing gas projects, and discuss the relationship between gas exports and local consumption. It will conclude with recommendations for how all stakeholders can utilize the continent’s natural gas resources to promote electrification at the lowest possible climate cost.

What role should natural gas play in Africa’s energy transition?

Most African countries account for a tiny proportion of global emissions but desperately need improved power supplies

16

Developing new gas-fired power plants in Africa to boost living standards and promote industrial growth would help the continent achieve a just energy transition.17 While effort should be made to rein in greenhouse gas (GHG) emissions in Africa as elsewhere, the energy transition burden of each country should be based on its absolute per capita emissions rather than year-on-year changes in its emissions. The world’s poorest countries, including most African states, have played a very small role in driving climate change, and Africa is responsible for just 3.7 percent of carbon emissions from burning fossil fuels—a far lower per capita share than any other region.18 Per capita carbon emissions in 2021 stood at 1.04 metric tons/year in Africa, four times less than the global average of 4.69 metric tons/year19 and far lower than the US average of 14 metric tons/year.20

New African gas-fired power projects should be developed where they can help speed up much-needed electrification, particularly as new fossil fuel projects continue to be developed elsewhere. The United States plans to ramp up domestic oil production,21 while China began construction of 94.5 gigawatts (GW) of new coal-fired power plants last year.22 By contrast, South Africa—which has the biggest installed generating capacity on the continent—has a total generation capacity of just 63.4 gigawatts.23

In the United States, after years of negligible new gas-fired capacity, developers are building a string of gas plants, leaving some to wait up to seven years for delivery of gas turbines.24 A single Texas power company, NRG Energy, said on May 12 that it plans to acquire 13 GW of gas-fired generation capacity25—seven times the total generating capacity of Uganda.

It was anticipated that a series of planned terminals would boost US liquefied natural gas (LNG) export capacity from 90 million metric tons per annum (mtpa) to 200 mtpa26 even before President Trump lifted the ban on new projects. New gas-fired plants are also being developed in Europe, with 20 GW of new capacity planned in Germany by 2030.27 It is therefore difficult to expect African countries to refrain from developing projects when the big polluters are failing to do so.

Asking low-emitting, energy-poor countries to forgo gas development while wealthier countries continue to expand their production capacity is hypocritical. According to the World Economic Forum in 2020, tripling African power production using gas-fired plants would only add 1 percent to global emissions.28

Per capita emissions in most African countries are “lower than what is compatible with a 1.5C degree world, so even if they grow substantially, the continent would not exceed its fair share of emissions,” wrote a leading researcher on the need to assess Africa’s energy transition strategies on a country-by-country basis.29

It is possible to integrate more natural gas within a broadly low emissions power sector

It is difficult to overstate the energy poverty of most of sub-Saharan Africa. With some notable exceptions, particularly in South Africa and North Africa, most of the continent has constrained access to reliable power supplies. It is easy to argue that this energy poverty should be overcome by focusing entirely on clean energy. The continent could leapfrog gas use and expensive gas infrastructure, in favor of moving straight to green technologies, in the same way that it has in large part bypassed landline technology in favor of mobile telecommunications. Solar should certainly be the centerpiece of power strategies in most African countries, considering the continent represents 60 percent of the world’s solar potential,30 and yet it produced just 4 percent of all solar power in 2024.31

Africa also has attractive wind resources, although in more limited areas that include South Africa, Morocco, and Egypt. Geothermal energy is another very attractive contribution to any generation mix: It is a renewable source of energy that provides baseload energy because it is “always on.” However, it is available in only a few African countries, mainly along the line of the Great Rift Valley and most notably in Kenya.

BESS can store solar energy and then release it into grids for two to four hours to cover evening peak demand. Long duration energy storage (LDES) projects hold the promise of stabilizing longer-term fluctuations in intermittent power production.

Immediate and substantial investment is needed in these technologies, but they alone cannot achieve 100 percent electrification in many African countries in the near future. Solar power, for instance, may be cheaper than gas-fired capacity per unit of energy32 and will become even cheaper over time, but it does not produce power outside of daylight hours.

The BESS sector is at an early stage of development in Africa, as costs remain high and expertise low. As for LDES, the only commercially viable technology today is pumped storage hydro, which involves moving water between two reservoirs at different levels: The water is released downhill to drive turbines to generate electricity when it is most needed and then pumped back uphill during lower-cost periods when other technologies are productive. Pumped hydro storage helps to balance grids but is a net consumer of electricity and is technically feasible in only specific geographical areas.

A comprehensive rollout of BESS and LDES should make 100 percent clean energy in Africa possible one day, but most African countries will need a greater baseload power capacity to balance out intermittent sources of power production for a long time to come. Consequently, in the interim, they must be allowed to develop gas-fired generation capacity.

Key power sector terms:

  • Baseload technologies operate 24/7 except when they are undergoing maintenance. These include oil, coal, and gas-fired projects, geothermal power plants, and hydroelectric schemes, although output falls during periods of prolonged drought.
  • Intermittent technologies produce variable amounts of power: Solar power plants produce electricity only during the day and wind farms when the wind blows.
  • Battery energy storage systems (BESS) store surplus power, usually from solar projects during the daytime, to release it into the grid when needed, often in the evening.
  • Back-up power projects help maintain supplies when other forms of generation are lacking. These can include BESS, small-scale diesel generators, and even some gas-fired technologies that can be used only when required. However, building an expensive gas-fired plant for occasional use only is not commercially attractive without additional system payments. These payments are allocated to generators to reward them for being available to support the grid, in addition to each kilowatthour of actual electricity they produce, particularly during periods of peak demand.

More gas can complement the rollout of low emissions technologies. Developing new gas-to-power projects alongside renewables could help drive access to electricity in many African countries over the next decade. The renewables sector has taken off in a small number of African countries, led by South Africa, Egypt, and Morocco, with large projects currently in development elsewhere on the continent. Yet gas and renewables should not be viewed as an either-or choice: gas-fired projects can be paired with renewable energy and large hydro to provide grids with reliable power where renewable energy penetration is increasing.

Gas-fired plants could be used as back-up for solar and wind power, but this secondary role risks making construction commercially unviable in most markets. Financing is only likely to be secured for gas projects that provide baseload capacity;33 still, these plants could be downgraded to back-up in the longer term.

Replacing back-up diesel generators with gas-fired capacity offers the added benefit of reducing GHG emissions. At present, millions of African homes and businesses rely on diesel generators to provide electricity when their national grids fail to meet demand. These generators produce 74.14 kilograms of CO2 per million British thermal units (Btu) compared to 52.91 kilograms for gas-fired capacity.34

Fossil fuel power plants, whether gas, coal, or oil-fired, currently provide 75 percent of all electricity in Africa, with 25 percent coming from clean energy (7 percent from solar and wind and most of the remainder from hydro). And yet, 54 percent of new capacity added between 2020 and 2025 was clean energy.35 Coal-fired power plants are the second biggest power-generation technology in Africa (after gas), but the picture is skewed because of its dominant role in South Africa, which hosts 84 percent of African coal-fired capacity.36 Africa’s coal consumption has remained flat over the past two decades, and little new coal-fired capacity is planned, as highly polluting coal is increasingly overlooked.37

Hydro schemes provide round-the-clock electricity but are devastated by droughts and generally not classified as renewable energy projects because of the impact on local communities, flora, and fauna during construction and flooding.

Building a diverse generation mix is a strategic method of balancing out variations in power production. As a result, new gas sector investment should not be made at the expense of renewable energy investment and must be seen as one element of a generally low emissions generation mix.

The benefits of technological diversity, including natural gas, can be amplified by greater cross-border power integration. For example, building high-capacity transmission lines to connect neighboring national grids allows electricity to be moved from areas of surplus capacity to areas of shortage. This helps each area focus on its strengths and even out variations in production. Similarly, a prolonged drought in one country may not affect hydro reservoirs in other countries, while gas-fired plants can stabilize power supplies over a wider area. There is already evidence of cross-border efforts, with power pools­ (where neighboring states share power production to some extent) at various stages of development in Southern, East, and West Africa.

Increased gas use in Africa has many potential benefits

Improving access to electricity, including via gas-fired power plants, will help boost living standards and drive economic growth in Africa, especially for the poorest half of the population that currently lacks any access at all. Consider the enormous benefits of having electricity: Even very small amounts enable children to do their homework in countries where it is dark by 7:00 p.m., medicines to be safely stored at the necessary temperatures, and electronic devices to be charged.

Restricted access to electricity and natural gas hampers efforts to attract manufacturing and industrial investment. Rising labor costs are driving manufacturing offshoring from China to Southeast and South Asia but not yet to Africa, partly because the continent lacks adequate infrastructure. Even if the electrification of industrial processes using renewables is likely in the long term, relying on gas produces lower emissions than coal in industrial processes such as steel and aluminium smelting.

Natural gas is important in the production of nitrogen-based fertilizers, both as a source of energy and as a direct input. At present, African fertilizer production is inadequate to satisfy national and continental market demand at prices farmers can afford, with average use in the sub-Saharan region less than 20 kg/hectare, compared to the global average of 135 kg/hectare.38

Gas use can also yield important environmental benefits. In South Africa, unlike most other countries, synthetic fuels provide the bulk of its liquid fuel needs, with most synthetic fuel produced from coal but some from natural gas.39 Switching more of this production from coal to gas would cut emissions.

Using gas for cooking, often in the form of liquefied petroleum gas (LPG), can substitute for kerosene and biomass (such as wood fuel), which contribute to 3.2 million annual deaths from household air pollution and accidents worldwide.40 Biomass use also drives deforestation and reduces an environment’s ability to absorb carbon. In 2022, 970 million Africans, or 67 percent of the continent’s population, lacked access to clean energy for cooking.41

Switching to gas from coal improves air quality. Although natural gas produces roughly 50 percent of the GHG emissions of coal plants, it has other environmental benefits, particularly in terms of lower air pollution. Gas produces virtually no sulfur dioxide emissions or fine particulate matter,42 whereasparticulate matter from coal use results in 42,000 deaths a year in South Africa.43

Improved access to electricity, including from gas-fired plants, would support some climate change mitigation strategies, including water desalination plants, air conditioning, cold storage, and the concrete and steel used in resilient infrastructure.44 Finally, in the longer term, gas sector pipelines could be converted to transport green hydrogen—produced using renewable energy—to offer continued use by tapping a lower-emissions energy resource compared to natural gas.

On both climate and economic grounds, commercial outlets for gas that is currently flared are needed. Non-associated gas on hydrocarbon fields is only produced in order to be used, but gas is also associated with oil and other hydrocarbons, such as natural gas liquids, where it can be commercially marketed, reinjected to aid oil production, or flared to dispose of it. Flaring creates emissions without any commercial benefit and releases more than 350 million tons of CO2 worldwide, more than Egypt’s total emissions in 2023.45

In addition to ending gas flaring, the global warming impact of gas projects can be minimized by reducing methane leakage during LNG transport and through carbon capture, utilization, and storage (CCUS). CCUS involves storing carbon from gas-fired power plants and industrial facilities underground, or using it in commercial projects, including in synthetic fuel production.

The commercial rollout of CCUS is only starting to take off worldwide, and it will likely be many years, if ever, before its use is prevalent in Africa. All CCUS options require increased energy use, additional equipment, and state support on early-stage projects.

The ideal generation mix varies greatly among African countries

Decisions relating to the role of natural gas should be made on a country-by-country basis. Because conditions are not uniform across the continent, there is no single approach that should be implemented in all markets.

Some African countries have already launched universal electrification programs. Kenya’s push to hit the 2030 SDG 7 target is discussed later, while twelve countries, including Democratic Republic of Congo (DR Congo) and Nigeria, published detailed plans in January 2025 to connect more people to their respective grids.46 Yet the best route to achieving full connectivity varies from country to country.

Each country’s energy transition must be feasible within the context of its economy, geography, and natural resources. Rather than offer “unhelpful generalisations,” the international community must “embrace and support nuance and country-specific analysis,” as Youba Sokona, author and vice chair of the Intergovernmental Panel on Climate Change, said in 2022.47

If universal, reliable electrification can be achieved in the medium term without recourse to natural gas, then new gas-fired plants should be avoided given their relatively high life-cycle emissions. However, countries with relatively low electrification rates and significant gas reserves should be encouraged and supported in building gas-to-power projects.

Angola, Cameroon, Congo-Brazzaville, Mauritania, Mozambique, Nigeria, and Tanzania would all fall into this category. Gas-fired plants would be particularly useful in Nigeria, Angola, Gabon, and Congo-Brazzaville because they flare large amounts of gas. It would also apply to West African countries that can reap the benefits of the coastal gas pipeline between Nigeria and Morocco, which has been proposed to remedy the generally low electrification rates across the region.

Nigeria has enough gas to reach 100 percent electrification—hopefully in conjunction with more rapid renewables development—but gas industry growth has been hampered by attacks on gas infrastructure and low regulated domestic prices.

Algeria has achieved 100 percent electrification but could divert gas that is currently flared to provide additional generation capacity.

Flaring is a problem in Libya and Egypt as well, but financing new power plants in conflict-torn Libya would be difficult, while Egypt is struggling to balance gas exports with domestic requirements. Countries with existing upstream gas operations already have the infrastructure and expertise in place to support new gas-to-power projects. Investment there should focus on transmission connections between gas fields, power plants, and other industrial offtakers or buyers.

Ahead of the 27th Conference of the Parties to the United Nations Framework Convention on Climate Change (COP27), hosted by Egypt in 2022, academics from fifty institutions, including many in Africa, produced a paper calling on the Global North to stop thinking of the continent as a “homogenous collective” with similar energy needs and a common route to net zero.48 The research, published in Nature Energy, compared the situation in four African countries: Burkina Faso, Ethiopia, Mozambique, and South Africa.49 The researchers offered the following recommendations for balancing electrification with climate concerns in those countries:

  • Burkina Faso should opt for a combination of solar and diesel projects. The country has a limited power grid, high power costs, and restricted access to finance, so smaller-scale, local solar and diesel projects are favored in addition to improved cross-border transmission connections, rather than building expensive gas import infrastructure. With an electrification rate of just 20 percent, the country needs to focus on cheap and quick solutions.
  • Ethiopia can continue to rely on large hydro, having built 5,250 MW of dam projects over the past decade, with another 12,000 MW in the development pipeline.50 The hydro sector now provides 90 percent of its electricity and can be complemented by growing solar and wind power investment. Ethiopia can also use hydro schemes as batteries to compensate for variation in intermittent power production, so gas is unlikely to play a role here.
  • Mozambique should develop gas reserves for domestic supply alongside LNG projects to provide the baseload capacity needed to balance intermittent renewables production and increase the electrification rate from the current 44 percent.51 Providing that security challenges in the far northeast of the country are overcome, Mozambique is set to become one of the world’s biggest emerging LNG exporters, so dedicating a small proportion of gas for power and fertilizer production could significantly boost living standards. The government is backing new gas-fired capacity while banking on off-grid solar for rural electrification.
  • South Africa should combine solar and wind projects with BESS because it would be cheaper and faster than building gas-to-power plants to move away from king coal. The country already has one of the most developed renewables sectors on the continent and is currently developing its first utility-scale BESS projects.

It might be expected that South Africa would be an ideal candidate for gas sector investment. Coal provides 81.6 percent of its generation mix, so switching coal for gas would substantially cut emissions. South Africa produced 394 million metric tons of carbon from all fuel combustion in 2022, the most on the continent, 1.2 percent of the global total and a 40 percent increase over 2021.52 Fuel combustion emissions come from thermal power generation and internal combustion engine vehicles, with coal plants accounting for 83 percent.53

Previously developed South African gas-fired power plants have suffered from lack of gas feedstock, and domestic gas reserves are limited, so efforts to reduce emissions have focused on renewables. Power utility Eskom plans to build a 3,000 MW gas-fired power plant near Richards Bay backed by an LNG import terminal by 2030, with a smaller terminal planned for Ngqura. Yet, import projects have fallen through in the past, and gas is unlikely to play a big role in South Africa.

Research by the International Institute for Sustainable Development (IISD) in 2022 concluded that gas will not be needed for South African power sector within the next decade—in part because solar and wind power was 57 percent cheaper than gas-fired plants54 and short lead times for developing solar projects make them an attractive response to the country’s ongoing power supply crisis. South Africa also has 2,832 MW of pumped storage capacity out of national capacity of 63.4 GW to act as LDES.55 The IISD also found that coal-fired plants can provide back-up capacity in the medium term, while three-hour BESS facilities are 30 percent cheaper than simple cycle gas plants—the most suitable gas plants in this instance—for covering peak demand.56

Still, gas imports could play a growing role in South Africa’s synthetic fuels industry. Sasol, a South African producer of synthetic fuels, currently uses 185 petajoules (PJ) of gas a year, of which 160 PJ/yr is imported by pipeline from southern Mozambique. As these fields become exhausted, alternative sources of gas are needed, including recent discoveries of domestic gas.57

Kenya, like South Africa, is a country where gas-fired plants are unnecessary, and it is on track to achieve universal electrification by 2030, with the electrification rate rising from 37 percent in 2013 to 79 percent in 2023. Geothermal, hydro, wind, and solar power accounts for 90 percent of power production, with geothermal and hydro plants providing baseload capacity.58 Kenya’s 985 MW geothermal capacity is the fifth highest in the world.59 Plans to build coastal Kenyan gas-fired plants are intermittently proposed and shelved but such projects are optional rather than essential.

Should Africa focus on gas exports or intra-African demand?

More new gas reserves have recently been found in Africa than anywhere else in the world

Africa accounts for just 6.46 percent of global gas output, producing 265 billion cubic meters (bcm) in 2023, of which 115 bcm were exported out of the continent.60 This compares with global production of 4,100 bcm.61 Four countries—Algeria, Egypt, Libya, and Nigeria—account for 80 percent of Africa’s output. The International Energy Agency (IEA) estimates that African demand will grow by an average of 3 percent per year, reaching 187 to 246 bcm by 2030 and up to 437 bcm by 2050.62

Roughly 40 percent of natural gas discovered worldwide between 2015 and 2024 was in Africa, mainly in Mauritania, Mozambique, Namibia, Senegal, and Tanzania.63 Namibia is the latest country in Africa to join the list, with Shell and TotalEnergies making big offshore oil and gas finds. Routine gas flaring is banned under Namibian law, so the gas will either have to be reinjected or commercially marketed. With 246 bcm identified to date, the government of Namibia aims to implement a common gas plan across all fields, including for local power generation and petrochemical production.64

African gas is used on the continent for cooking and synthetic fuel production and in various industrial processes but mostly for power generation. The share of gas-fired capacity in the African generation mix has steadily increased from 20.82 percent in 2000 to 43.13 percent in 2024. In many cases, gas-fired power plants are connected to gas fields by dedicated pipelines, but Algeria, Egypt, South Africa, and Nigeria all have more comprehensive distribution networks that are capable of supplying gas to a high number of different customers, large and small. Oil and gas companies need long-term offtake supply contracts with local utilities to invest in downstream gas operations, but signing ten- or twenty-year contracts is a huge commitment for those utilities. Energy subsidies and regulated prices help reduce prices for consumers but deter investment. According to the International Gas Union, about 55 percent of Africa’s natural gas consumption is sold at prices below the cost of supply as governments try to make gas and power more affordable for consumers.

Financing for electrification is currently far from sufficient

Developing gas-to-power projects and associated gas transmission and power grid capacity is expensive. According to the IEA, Africa must double its annual power investment to $200 billion by 2030 to achieve universal electrification while meeting climate change pledges.65

African governments and utilities have limited access to financing for new gas and power projects, while capital costs for African projects are often up to three times those in other countries,66 so the sector urgently needs access to external sources of low-cost finance. Foreign investment is therefore key, whether from commercial investors, the multilaterals, development finance institutions (DFIs), or donors.

Gas-to-power projects in less wealthy countries may not generate enough income to justify construction. Moreover, long-term gas contracts can lock African power utilities into relatively high-cost thermal power at a time when solar energy costs are falling in the region with the best solar resources on the planet.

Environmental, social, and economic risk assessments need to be thorough because of the risk of asset stranding in what are mostly small markets. Although Mozambique and Senegal have large gas reserves to develop for exports, both countries are burdened by a high cost of capital and national debt—and low levels of experience in the sector—so they could be outcompeted by lower-cost exporters.67

Financing from the multilaterals and international banks for African oil and gas projects has become scarcer because of climate concerns, but a new source of funding was launched in June 2025. African Export-Import Bank (Afreximbank) and the Africa Petroleum Producers’ Organization set up the African Energy Bank with initial capital of $5 billion, although it was established to support the entire hydrocarbons sector rather than specifically gas-to-power projects.

Egypt has focused on gas

  • International engineering companies are prepared to develop large gas-fired plants in Africa under sufficiently attractive terms of investment. In 2018, Siemens and Egyptian partners Orascom Construction and Elsewedy Electric completed the world’s three biggest combined cycle gas-fired plants: Beni Suef, Burullus, and New Capital, which provided a total of 14.4 GW out of national capacity of 59 GW in 2022.68
  • Alongside a contract to build six power substations and other transmission infrastructure, they were built for the Egyptian Electricity Holding Company, which estimates that they save the country more than $1 billion a year.69 Siemens’s involvement was crucial to financing as it was able to secure loan agreements from two export credit agencies, Germany’s Euler Hermes and Italy’s SACE, to underpin loans from more than thirty international banks.70

African gas exporters favor LNG

The majority of Africa’s gas markets are small and fragmented and have relatively low regulated prices, so it is no surprise that exports drive most investment. Gas can be exported from Africa by pipeline or as LNG, which involves cooling gas to a concentrated, liquid state for sea transport. Such projects require the construction of expensive liquefaction plants in producing countries and regasification facilities in destination markets, but they are generally considered cheaper than piping gas over very long distances. They are also the most flexible form of export, as producers are not tied to specific export markets.

Algeria and Libya both export gas to Europe via subsea pipelines, while both—along with countries further south—also ship LNG. Nigeria, Equatorial Guinea, and Angola have traditional onshore LNG plants, but Africa has become a global center of floating LNG (FLNG) development, which entails placing LNG production vessels on offshore gas reserves.

FLNG projects are smaller than their onshore counterparts, but they avoid onshore security difficulties, can be moved to other locations if required, and enable the development of gas reserves that might be flared. Projects are already operating in Congo-Brazzaville, Mozambique, Senegal/Mauritania, and Cameroon. Eni is developing a second FLNG project offshore Congo-Brazzaville and planning a second project in Mozambique, while the UTM Offshore FLNG project is being planned for Nigeria’s deepwater Yoho field, where it would use gas that is currently flared.

A huge onshore project designed to host production for two different consortia has been partially built in northern Mozambique. Work was suspended in 2021 following militant attacks, but TotalEnergies and the other developers plan to restart work this year.71 Equinor and Shell hope to finalize arrangements on a huge project in southeastern Tanzania. Africa already contributes almost 10 percent of the global LNG supply,72 but if both of these projects are completed, it will make the southern Tanzania/northern Mozambique region a global engine of LNG production.73

With global gas demand rising, US and Qatari LNG production is accelerating, with 350 bcm expected to be added to the world’s 2024 output of 670 bcm by 2030.74 The scope for African LNG projects beyond those already underway, therefore, may be limited.75 As with gas-to-power projects, export schemes—whether piped or LNG plants—could stall because of lack of market capacity.

Piping Nigerian gas to Europe could benefit most of West Africa

In addition to their cost, long-distance, cross-border pipelines are difficult to develop due to the number of stakeholders involved—from the supplying to transit and receiving countries. At present, the most high-profile proposed projects in Africa are two rival schemes to pipe gas from the Niger Delta to Algeria and Morocco for onward transportation to Europe. These projects, however, are taking very different routes.

The Trans-Saharan Gas Pipeline (TSGP), under discussion since 2022, would run 4,000 km through Niger to Algeria. Backed by two state-owned oil companies, the Nigerian National Petroleum Company and Algeria’s Sonatrach, it would have capacity of up to 30 bcm per year. Although the project would connect big reserves with huge markets, the core challenge will be security in the face of a range of armed groups operating across the Sahel. Similar security concerns have deterred construction of the proposed Turkmenistan-India pipeline through Afghanistan and Pakistan since the 1990s.76

Nevertheless, efforts are ongoing, with Penspen energy consultants agreeing to update a feasibility study into the TSGP in 2025, nineteen years after completing its initial study.77 The desire of European nations to end their long-term reliance on Russian gas may make development more likely this time around.

The rival Africa-Atlantic Gas Pipeline (AAGP) would run around the West African coast and enable onshore connections to eleven countries between Nigeria and Morocco: Benin, Togo, Ghana, Cote d’Ivoire, Liberia, Sierra Leone, Guinea, Guinea-Bissau, Senegal, Gambia, and Mauritania. Gas could be supplied to all of the transit countries as well as European customers.

The challenge with AAGP will be reaching sales and transit agreements with so many countries—not to mention security issues, including on the final stretch through contested Western Sahara. Like the TSGP, this 6,000-km project would have a 30 bcm/year capacity.78 The governments of Morocco and Nigeria plan to form a special company to drive project development.

Abuja and the project developers must guarantee that supplies to the Nigerian market are not curtailed and ensure that gas is ring-fenced for domestic use at commercially viable prices. If the AAGP succeeds in providing gas feedstock to the eleven transit countries, this could make it the most important piece of infrastructure on the entire continent.

Gas exports can aid rather than block local consumption

Many question whether gas export projects divert production from African markets or help make domestic supply commercially viable. The answer largely comes down to the political will of host governments to demand that developers consider local as well as export needs. The oil and gas companies that develop LNG projects are attracted by export revenues and deterred from domestic markets by their often limited size and low regulated prices.

African governments, of course, are keen to see LNG projects developed. The planned Tanzanian79 and Mozambican80 schemes promise the biggest ever single investments into each country, delivering benefits in terms of taxes and royalties to job creation, but it is critical to ring-fence a portion of production for local distribution.

Choosing to export gas or use it for local supply is not a binary decision. The domestic requirements will be small in relation to export volumes and can help drive domestic power generation. Ensuring that gas production benefits local communities can also foster a sense of social and resource justice. For instance, developing LNG projects in northern Mozambique while leaving most locals without access to electricity would be neither just nor sensible given the region’s militant insurgency.

Several governments, including Nigeria, Tanzania, and Senegal, already require that some gas from export-focused projects be set aside for the domestic market. For instance, the Nigerian Upstream Petroleum Regulatory Commission has the ability to force upstream producers to supply the local market.”81

Occasionally, there is tension between export obligations and domestic supplies, even when the government is committed to both. Following new gas field discoveries, for example, Egypt’s government has been eager to supply the country’s LNG industry while satisfying growing domestic demand, including from the power sector. However, in response to rising domestic consumption, it has been forced to periodically block LNG production and rely on Israeli gas imports, dealing a blow to export revenues and triggering political criticism at home.82

Recommendations

The drive for electrification will continue in at least some African countries with or without increased global support. The whole of North Africa has achieved close to universal electrification, while Kenya and Ghana are among the countries making significant progress toward that goal. For countries making less progress, there is much that can be done to help speed up the process, including by supporting gas sector development where needed. The following principles should guide the development of the continent’s natural gas resources to promote electrification at the lowest possible climate cost:

  • Climate responsibility should be based on absolute per capita emissions, not on change over time. Apart from South Africa, Africa accounts for a tiny proportion of global GHG emissions.
  • The goal of achieving universal electrification should be at the core of energy transition strategies. Leaving hundreds of millions of Africans without access to electricity on climate grounds—when the rest of the world’s GHG emissions are so much higher than Africa’s—should not be acceptable.
  • The primary focus of financing should be on renewable energy development, not least on grounds of cost per kWh. Given its relatively high life-cycle emissions, new gas-fired capacity should be avoided if universal, reliable electrification can be achieved in the medium term without it. However, countries with low electrification rates and access to gas should be backed in building gas-to-power projects—along with projects that rely heavily on gas that is currently flared.
  • The views of each country’s residents must be taken into account. They understand what it means to use kerosene and biomass fuel and to lack access to electricity.
  • In terms of electrification, renewables and gas-fired power plants should be seen as complementary rather than competing. Gas-fired capacity can provide baseload capacity to support increased renewables’ penetration, while solar microgrid and standalone residential systems can supply off-grid rural areas.
  • Pathways to clean energy systems should be considered on a country-by-country basis.

The governments of industrialized countries

Governments in North America, Europe, the Gulf States, and East Asia, among other areas, need to step up support for the African energy transition, mainly in renewables but also in gas-fired capacity where appropriate. This would boost living standards on the continent while minimizing emissions, create stronger African trading partners, and improve political and security stability in the wider world.

The International Partners Group formed at COP26 in 2021 was conceived as the primary mechanism for providing the necessary international financing for the energy transition in developing countries. As part of their efforts, the group would create Just Energy Transition Partnerships (JETPs) between investors and host governments, but only four JETPs have been forged to date: with Indonesia ($20 billion), Senegal ($2.6 billion), South Africa ($11.6 billion), and Vietnam ($15.5 billion). The United States pulled out of the program, and additional JETPs are now considered unlikely.83

Still, the objective of coordinating development finance institutions (DFIs), the private sector, host governments, multilateral development banks, and philanthropists to work together on the issue is a sound one. New “country platforms”—where host communities have greater agency and more of the funding is provided as direct grants—are being attempted instead, but it is vital that gas remains part of the equation where conditions require it. Whatever arrangement or vehicle is used, comprehensive financing mechanisms must be put in place as soon as possible.

The United States has drastically cut its aid budget, but other countries can continue to contribute, either through their development budgets, DFIs (such as British International Investment [BII] and the German Investment Corporation), or sovereign wealth funds (SWFs). BII, for instance, is committed to improving energy access84 in Africa, and although it curtailed almost all investment in fossil fuels in 2020, it remains open to financing gas-fired projects where they support human development needs. It should be more explicit in specifying progress toward universal electrification among these needs, and other DFIs should follow suit.85

The European Union has various mechanisms for supporting African development, principal among them is NDICI-Global Europe, which aims to improve living conditions and political stability including through investment in the energy transition in coordination with EU member states and institutions.86 While the organization currently does not finance gas-fired projects, it should do so where gas-fired capacity is the best route to electrification.

Sovereign wealth funds and export credit agencies

Gulf governments and their SWFs are active investors in African development, with the United Arab Emirates committed to co-financing the $25 billion Africa-Atlantic Gas Pipeline from Nigeria to Morocco87 alongside the European Investment Bank, the Islamic Development Bank, and the OPEC Fund. The central project will export Nigerian gas to Europe, but the Gulf States and other members of the consortium could also help to finance spur pipeline connections to the West African transit states and gas-fired power plants in those countries.

Norway’s Government Pension Fund Global, one of the world’s biggest SWFs and which derives most of its income from the country’s oil and gas industry, is another potential investor. It has halted investment in coal projects but continues to invest heavily in hydrocarbons, as well as African renewable energy, and seeks to promote economic development through its investments.88 However, it does not appear at present to invest in African gas-fired power plants. Drawing on Norway’s expertise in the gas sector, the fund could further many of its interests by supporting such projects, and its actions and strategies are often followed by other institutional investors.89

Despite sizable cuts to the US aid budget, the world’s biggest economy can still play a major role. US Export-Import Bank (EXIM) recently approved a $4.7 billion loan for TotalEnergies’ Mozambique LNG project that will help attract pension and institutional funds “to support upstream gas development and associated infrastructure.”90 Such investment could be combined with support for Mozambican gas-fired power projects. Because EXIM’s support for the LNG project was rooted in helping US workers and businesses involved in the scheme, it might be inclined to participate in power projects developed by US firms.

The current US government is in favor of wider oil and gas development, so African gas-to-power projects may be able to benefit from US organizations with federal connections. There could also be a pathway to develop gas-fired power plants and other gas projects in exchange for access to critical minerals in infrastructure-for-resources deals. This could be a valuable negotiating tool with mining-rich DR Congo, for instance, where Chinese companies have largely failed to develop promised infrastructural projects.91 DR Congo has neighboring states with gas reserves both to its north and south, including in Cabinda.

Apart from EXIM, other export credit agencies have played a crucial role in financing African gas-to-power projects. Euler Hermes and SACE were key to developing Siemens’ three gas-fired power plants in Egypt, and their counterparts across the world could play a similarly vital role.

African governments and regional organizations

African governments, the African Union (AU), and the continent’s regional economic communities are key players in driving electrification, including gas-fired power. The AU and regional communities have a particular role in promoting cooperation between different states. Above all, they should support cross-border power transmission integration to help neighboring countries balance out variations in power production, thereby allowing gas-fired plants to supply a larger pool of customers and support more intermittent power production.

The Southern African Power Pool has been operating since 1995, but progress has been slow in other regions, especially with respect to making the West African Power Pool (WAPP) a reality. Nigerian and Ghanaian gas could help supply energy across the region, either piped gas feedstock or electricity via cross-border power interconnectors. Political mistrust and a lack of investment have held back development of the WAPP, while the project clings to its grand vision of many cross-border, high-capacity transmission links. However, transmission integration is more likely to happen by following a step-by-step process than by imposing an overarching plan from above.

The Economic Community of West African States, which oversees the WAPP, also needs to encourage neighboring governments, power utilities, and regulators to cooperate on the technical aspects of integration, such as permitting, regulatory capacity building, and grid operation. It is difficult to trade power across borders when neighboring countries have different electricity standards that make it burdensome to secure project permit approvals.

Academic institutions, think tanks, and research organizations

At present there is very little detailed, specific research on the best energy transition strategy for individual African countries. While more than 150 research groups model the German energy system and propose long-term pathways, there are often none taking the same approach to individual African countries, even those with large gas reserves, such as Mozambique and Senegal.92 Much more country-specific research is needed, including to assess whether falling renewables and battery storage costs could leave gas-fired assets stranded.

Research is also needed on where gas-fired generation could support renewables and where it would block them. There is a real risk that gas investments could crowd out renewables by locking up infrastructure and capital.93 Detailed research on the intersection of technology and economics, along the lines of studies conducted by National Renewable Energy Laboratory (NREL) and the Pacific Northwest National Laboratory (PNNL) in the United States, would be beneficial. These organizations focus on the US energy sector, but it would be helpful if they and their peers were to dedicate a small portion of their research efforts to energy-poor countries, not least because of the learnings they would gain for their own markets.

Conclusion

Difficult choices are called for when two worthwhile causes come into conflict with each other. With the United Nations estimating that the world is on course for an average temperature rise of 3.1C by the end of this century, it is incumbent on the international community to step up efforts to mitigate climate change.94 These efforts must include phasing out the vast majority of coal and oil and probably even natural gas projects.

Yet, to more fairly distribute the remaining emissions, developing new gas-fired power plants in Africa should be a top priority. Requiring African countries to abstain from gas development when more prosperous countries are forging ahead could easily appear to be climate colonialism.

Implementing these recommendations to allow gas to be a minor but significant part of Africa’s electrification efforts would yield big improvements in living standards in some of the poorest countries in the world. There would be clear benefits for the people of Africa but also for the wider world through economic development and increased stability.

About the author

Neil Ford is a freelance consultant and journalist specializing in African affairs and the global energy sector. His main areas of interest include African development, regional integration, boundary disputes, the energy transition, and African logistics. He produces reports for a range of organizations, including law firms, energy consultancies, and financial platforms.

With over twenty-five years’ experience as a journalist, he has worked for dozens of outlets, including African Business, the BBC, Platts, Jane’s, and Reuters, for whom he also writes renewable energy and energy transition white papers. After earning a BA in history and geography at Sunderland University and an MSc in African history at the University of Edinburgh, he completed a PhD at Edinburgh. His dissertation on the creation of Tanzania’s international boundaries involved research in twelve countries, including much of Eastern Africa. He was previously deputy editor of Charity Finance magazine and a senior analyst at World Markets Research Centre.

Related content

Explore the program

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

1    International Energy Agency, “SDG7 Database,” September 2023, https://www.iea.org/data-and-statistics/data-product/sdg7-database#access-to-electricity.
3    Ember, “Africa: Electricity Access Remains an Urgent Problem Across the Continent,” last updated June 13, 2025, https://ember-energy.org/countries-and-regions/africa/.
4    Ibid.
5    African Development Bank, “Light Up and Power Africa: A New Deal on Energy for Africa,” https://www.afdb.org/en/the-high-5/light-up-and-power-africa-%E2%80%93-a-new-deal-on-energy-for-africa.
6    International Gas Union, “Gas for Africa: Assessing the Potential for Energising Africa,” 2023, https://www.igu.org/press-releases/2023-gas-for-africa-report.
7    Wood Mackenzie, email message to author, June 24, 2025.
8    Ibid.
9    United Nations, “Global Issues: Population,” last accessed July 9, 2025, https://www.un.org/en/global-issues/population.
10    Organisation for Economic Cooperation and Development, “Cuts in Official Development Assistance,” June 26, 2025, https://www.oecd.org/en/publications/cuts-in-official-development-assistance_8c530629-en/full-report.html.
11    Associated gas is natural gas found alongside crude oil that can be produced for commercial use or reinjected to aid oil production but which is sometimes (wastefully) flared or burned off.
12    International Energy Agency, “Rapid Rollout of Clean Technologies Makes Energy Cheaper, Not More Costly,” May 30, 2024, https://www.iea.org/news/rapid-rollout-of-clean-technologies-makes-energy-cheaper-not-more-costly.
13    “Africa: Electricity Access Remains an Urgent Problem.”
14    EnergyNet, “U.S. Secretary of Energy Chris Wright Outlines Trump Administration Approach to Energy Development in Africa,” March 7, 2025, https://www.poweringafrica-summit.com/industry-news/us-secretary-energy-chris-wright-outlines-trump-administration-approach-energy-development-africa.
15    NJ Ayuk, “Trump’s Second Term: A Rare Opportunity for Real African Energy Independence,” March 31, 2025, https://energychamber.org/trumps-second-term-a-rare-opportunity-for-real-african-energy-independence/.
16    This section makes use of the following article written by the author: “If the International Community Wants to Curb Fossil Fuel Emissions, It Must Make Africa a Serious Clean Energy Offer,” Africa Source, March 20, 2025, https://www.atlanticcouncil.org/blogs/africasource/if-the-international-community-wants-to-curb-fossil-fuel-emissions-it-must-make-africa-a-serious-clean-energy-offer/.
17    A just energy transition is the process of transitioning to a low-carbon economy in a way that is fair to all, including those negatively impacted by the decline of fossil fuel production.
18    International Energy Agency, “How Much CO2 Do Countries in Africa Emit?,” last accessed July 9, 2025, https://www.iea.org/regions/africa/emissions.
19    “Gas for Africa: Assessing the Potential,” 31.
20    International Energy Agency, “Global Energy Review: CO2 Emissions in 2021,” March 2022, https://www.iea.org/reports/global-energy-review-co2-emissions-in-2021-2.
21    Shariq Khan, “Oil Settles Down after Trump Repeats Pledge to Boost US Supply,” Reuters, February 6, 2025, https://www.reuters.com/markets/commodities/oil-pares-losses-after-saudi-price-increase-2025-02-06/.
22    Qi Qin and Christine Shearer, “When Coal Won’t Step Aside: The Challenge of Scaling Clean Energy in China,” February 13, 2025, https://energyandcleanair.org/publication/when-coal-wont-step-aside-the-challenge-of-scaling-clean-energy-in-china/.
24    Jared Anderson, “US Gas-Fired Turbine Wait Times as Much as Seven Years; Costs Up Sharply,” S&P Global, last accessed June 30, 2025, https://www.spglobal.com/commodity-insights/en/news-research/latest-news/electric-power/052025-us-gas-fired-turbine-wait-times-as-much-as-seven-years-costs-up-sharply.
25    Ibid.
26    Reuters, “US LNG Projects Boosted by Trump’s Export Permit Restart,” January 21, 2025, https://www.reuters.com/business/energy/us-lng-projects-boosted-by-trumps-export-permit-restart-2025-01-21/.
27    Enerdata, “Germany Plans to Develop 20 GW of Gas Power Plant Capacity by 2030,” April 11, 2025, https://www.enerdata.net/publications/daily-energy-news/germany-plans-develop-20-gw-gas-power-plant-capacity-2030.html.
28    Mark Thurber and Todd Moss, “12 Reasons Why Gas Should Be Part of Africa’s Clean Energy Future,” World Economic Forum, July 23, 2020, https://www.weforum.org/stories/2020/07/12-reasons-gas-africas-renewable-energy-future/.
29    Philipp Trotter, honorary research associate at the Smith School of Enterprise and the Environment, University of Oxford, email message to author, July 7, 2025. 
30    International Energy Agency, “A New Energy Pact for Africa,” July 13, 2023, https://www.iea.org/commentaries/a-new-energy-pact-for-africa.
31    “Africa: Electricity Access Remains an Urgent Problem.”
32    “Rapid Rollout of Clean Technologies Makes Energy Cheaper.”
33    Mostefa Ouki, senior research fellow, Oxford Institute for Energy Studies, email message to author, June 30, 2025.
34    U.S. Energy Information Administration, “Carbon Dioxide Emissions Coefficients by Fuel,” September 18, 2024, https://www.eia.gov/environment/emissions/co2_vol_mass.php.
35    “Africa: Electricity Access Remains an Urgent Problem.”
36    Ibid.
37    Ibid.
38    Samuel Njoroge et al., “The Impact of the Global Fertilizer Crisis in Africa,” Growing Africa, August 8, 2023, https://growingafrica.pub/the-impact-of-the-global-fertilizer-crisis-in-africa/.
39    Enerdata, “South African Energy Information,” https://www.enerdata.net/estore/energy-market/south-africa/.
40    World Health Organization, “Household Air Pollution,” October 16, 2024, https://www.who.int/news-room/fact-sheets/detail/household-air-pollution-and-health.
41    Akinwumi Adesina, keynote speech.
42    International Energy Agency, “The Environmental Case for Natural Gas,” October 23, 2017, https://www.iea.org/commentaries/the-environmental-case-for-natural-gas.
43    Jamie Kelly et al., “Unmasking the Toll of Fine Particulate Pollution in South Africa,” June 3, 2025, Centre for Research on Energy and Clean Air, https://energyandcleanair.org/publication/unmasking-the-toll-of-fine-particle-pollution-in-south-africa/.
44    Thurber and Moss, “12 Reasons Why Gas Should Be Part of Africa’s Clean Energy Future.”
46    World Bank, “Heads of State Commit to Concrete Plans to Transform Africa’s Energy Sector, with Strong Backing from Global Partners,” press release, January 28, 2025, https://www.worldbank.org/en/news/press-release/2025/01/28/heads-of-state-commit-to-concrete-plans-to-transform-africa-s-energy-sector-with-strong-backing-from-global-partners.
47    Yacob Mulugetta et al., “Africa Needs Context-Relevant Evidence to Shape Its Clean Energy Future,” Nature Energy 7 (October 2022): 1015-22, https://www.nature.com/articles/s41560-022-01152-0.
48    Ibid.
49    Ibid.
50    International Trade Administration, “Ethiopia Energy Sector Opportunities,” July 5, 2024, https://www.trade.gov/market-intelligence/ethiopia-energy-sector-opportunities-0.
51    GET.transform, “Mozambique Country Window: Energy System Transformation Outlook,” August 14, 2025, https://www.get-transform.eu/wp-content/uploads/2024/08/GET.transfrom-Mozambique-ESTO-Aug-2024.pdf.
52    International Energy Agency, “Energy System of South Africa,” IEA, last accessed June 30, 2025, https://www.iea.org/countries/south-africa.
53    International Energy Agency, “How Much CO2 Does South Africa Emit?,” last accessed June 30, 2025, https://www.iea.org/countries/south-africa/emissions.
54    International Institute for Sustainable Development, “Investing in Gas-Fired Power Would Likely Be a ‘Costly Mistake’ for South Africa,” press release, March 31, 2021, https://www.iisd.org/articles/press-release/investing-gas-fired-power-would-likely-be-costly-mistake-south-africa.
55    Wilhelm Karanitsch, “South Africa: Enlight the Rainbow Nation,” Andritz, https://www.andritz.com/hydro-en/hydronews/hydropower-africa/southafrica.
56    “Investing in Gas-Fired Power Would Likely Be a ‘Costly Mistake’ for South Africa.”
57    Wendell Roelf, “Africa Energy Sees First Output from South Africa’s Largest Gas Field by 2033,” Reuters, June 10, 2025, https://www.reuters.com/business/energy/africa-energy-sees-first-output-south-africas-largest-gas-field-by-2033-2025-06-10/.
58    International Energy Agency, “Kenya’s Energy Sector Is Making Strides toward Universal Electricity Access, Clean Cooking Solutions and Renewable Energy Development,” April 14, 2025, https://www.iea.org/news/kenya-s-energy-sector-is-making-strides-toward-universal-electricity-access-clean-cooking-solutions-and-renewable-energy-development.
59    Carlo Cariaga, “ThinkGeoEnergy’s Top 10 Geothermal countries 2023,” ThinkGeoEnergy, January 8, 2024, https://www.thinkgeoenergy.com/thinkgeoenergys-top-10-geothermal-countries-2023-power-generation-capacity/.
60    Vincent Rouget, “Africa Risks Missing Out on the Global Scramble for Gas,” Control Risks, August 20, 2024, https://www.controlrisks.com/our-thinking/insights/africa-risks-missing-out-on-the-global-scramble-for-gas.
61    International Gas Union, “Global Gas Report 2024 Edition,” August 27, 2024, https://www.igu.org/igu-reports/global-gas-report-2024-edition.
62    Argus, “Africa Pushes Domestic Gas Role in Transition,” October 25, 2024, https://www.argusmedia.com/en/news-and-insights/latest-market-news/2622205-africa-pushes-domestic-gas-role-in-transition.
63    Ibid.
64    Ron Bousso, America Hernandez, and Wendell Roelf, “Gas May Dash Big Oil’s Namibian Dreams,” Reuters, November 7, 2024, https://www.reuters.com/business/energy/gas-may-dash-big-oils-namibian-dreams-2024-11-07/.
65    International Energy Agency, “Financing Clean Energy in Africa,” September 2023, https://www.iea.org/reports/financing-clean-energy-in-africa.
66    Wood Mackenzie, email message to author, June 24, 2025.
67    Philipp Trotter, email message to author, July 7, 2025.
68    U.S. Energy Information Administration, “Egypt,” August 13, 2024, https://www.eia.gov/international/analysis/country/egy.
69    Siemens, “Completion of World’s Largest Combined Cycle Power Plants in Record Time,” press release, July 24, 2018, https://press.siemens.com/global/en/pressrelease/completion-worlds-largest-combined-cycle-power-plants-record-time.
70    “The Egypt Megaproject.”
71    Ecofin Agency, “Total Plans to Restart Mozambique LNG Project by August 2025,” May 21, 2025, https://www.ecofinagency.com/news-industry/2105-46925-totalenergies-plans-to-restart-mozambique-lng-project-by-august-2025.
72    Wood Mackenzie, email message to author, June 24, 2025.
73    Nidhi Verma and Shariq Khan, “Tanzania Hopes to Conclude Talks for LNG Project by June,” Reuters, February 11, 2025, https://www.reuters.com/business/energy/tanzania-hopes-conclude-talks-lng-project-by-june-2025-02-11/.
74    J.P. Morgan, “What Is Liquefied Natural Gas, and Why Is It So Important?,” February 20, 2025, https://www.jpmorgan.com/insights/global-research/commodities/liquefied-natural-gas.
75    Mostefa Ouki, email message to author, June 30, 2025.
76    Syed Fazi-e-Haider, “Turkmenistan Resumes Work on TAPI Pipeline Despite Geopolitical Hurdles,” Eurasia Daily Monitor, September 19, 2025, https://jamestown.org/program/turkmenistan-resumes-work-on-tapi-pipeline-despite-geopolitical-hurdles/.
77    Penspen, “Penspen to Deliver Feasibility Study Revalidation for Trans-Saharan Gas Pipeline Project,” March 25, 2025, https://www.penspen.com/news/penspen-trans-saharan-gas-pipeline-project-feasibility/.
78    Sara Zouiten, “Nigeria-Morocco Gas Pipeline: Feasibility Study, Route Finalized,” Morocco World News, May 13, 2025, https://www.moroccoworldnews.com/2025/05/199893/nigeria-morocco-gas-pipeline-feasibility-study-route-finalized/.
79    Marc Howard, “Is a Tanzania LNG Breakthrough Near?,” African Energy, November 14, 2024, https://www.africa-energy.com/news-centre/article/tanzania-lng-breakthrough-near.
80    Simon Nicolas, “List of Reasons Not to Finance TotalEnergies’ Mozambique LNG Project Grow,” Institute for Energy Economics and Financial Analysis, February 12, 2025, https://ieefa.org/resources/list-reasons-not-finance-totalenergies-mozambique-lng-project-grows.
81    Oil & Gas Laws and Regulations Nigeria 2025,” International Comparative Legal Guides, February 21, 2025, https://iclg.com/practice-areas/oil-and-gas-laws-and-regulations/nigeria.
82    Ellen Wald, “As Middle East Tensions Simmer, the World Fixates on the Wrong Energy Market Risks,” Atlantic Council, September 17, 2024, https://www.atlanticcouncil.org/blogs/energysource/as-middle-east-tensions-simmer-the-world-fixates-on-the-wrong-energy-market-risks.
83    Vivian Chime, “Why Rich Countries Are ‘Reluctant’ on Additional JETP Coal-to-Clean Deals,” Climate Home News, December 6, 2024, https://www.climatechangenews.com/2024/12/06/why-developed-countries-are-reluctant-on-additional-jetp-coal-to-clean-deals/.
84    British International Investment, “BII Affirms Support of Mission 300 to Increase Energy Access in Africa,” January 31, 2025, https://www.bii.co.uk/en/news-insight/news/bii-reaffirms-support-of-mission-300-to-increase-energy-access-in-africa/.
85    British International Investment, “Announcing Our New Fossil Fuel Policy and Guidance on Natural Gas Power Plants,” December 12, 2020, https://www.bii.co.uk/en/news-insight/news/announcing-our-new-fossil-fuel-policy-and-guidance-on-natural-gas-power-plants/.
86    Eliza Zaleska, “EU Development Programs in Africa, Key to Reducing Irregular Migration?,” The Diplomat in Spain, March 20, 2025, https://thediplomatinspain.com/en/2025/03/20/eu-development-programs-in-africa-key-to-reducing-irregular-migration.
87    Daniel Onyango, “UAE Joins Funding for $25 Billion Nigeria-Morocco Gas Pipeline,” Pipeline Technology Journal, May 7, 2025, https://www.pipeline-journal.net/news/uae-joins-funding-25-billion-nigeria-morocco-gas-pipeline.
88    Reclaim Finance, “Breaking Bonds: The Norwegian Sovereign Wealth Fund’s Stake in Oil and Gas Debt,” February 6, 2025, https://reclaimfinance.org/site/en/2025/02/06/breaking-bonds-the-norwegian-sovereign-wealth-funds-stake-in-oil-and-gas-debt.
89    Anita Margrethe Halvorssen, “How the Norwegian SWF Balances Ethics, ESG Risks, and Returns,” Oxford Academic, May 2023, https://academic.oup.com/book/46709/chapter/410253097.
90    Export-Import Bank of the United States, “EXIM Board of Directors Votes to Proceed with $4.7 Billion LNG Equipment and Services Transaction After Four-Year Delay,” press release, March 19, 2025, https://www.exim.gov/news/exim-board-directors-votes-proceed-47-billion-lng-equipment-and-services-transaction-after.
91    Gracelin Baskaran, “Building Critical Minerals Cooperation Between the United States and Democratic Republic of the Congo,” Center for Strategic & International Studies, March 25, 2025, https://www.csis.org/analysis/building-critical-minerals-cooperation-between-united-states-and-democratic-republic-congo.
92    Philipp Trotter, email message to author, July 7, 2025.
93    Ibid.
94    UNEP Copenhagen Climate Centre, “Emissions Gap Report 2024,” https://unepccc.org/emissions-gap-reports/.

The post Natural gas has a small but important role in Africa’s energy transition appeared first on Atlantic Council.

]]>
The critical minerals boom is an opportunity to integrate public health into mining operations https://www.atlanticcouncil.org/in-depth-research-reports/report/the-critical-minerals-boom-is-an-opportunity-to-integrate-public-health-into-mining-operations/ Tue, 23 Sep 2025 14:00:00 +0000 https://www.atlanticcouncil.org/?p=874808 Africa is central to the global push for cleaner energy, including the continent's stocks of critical minerals that power green-energy technologies. But a race to extract more minerals poses public health risks, from the occupational hazards miners suffer to new disease outbreaks in mining camps. There’s a better course for investors and African governments.

The post The critical minerals boom is an opportunity to integrate public health into mining operations appeared first on Atlantic Council.

]]>

Bottom lines up front

  • Surging global interest in critical minerals presents a rare opportunity to fully embed public health protections into mining operations.
  • Mining companies that invest in disease surveillance, health infrastructure, and pandemic preparedness protect their bottom line and their social license to operate.
  • Development corridors like the Lobito Corridor can serve as testing grounds for cross-border health cooperation and integrated approaches to mining regulation.

As the global critical minerals race heats up, resource-rich African countries once again face a double-edged opportunity to harness a wave of investment and economic opportunity in the mining sector, while avoiding resource-curse pitfalls and advancing public health.

Global demand is booming for cobalt, copper, lithium, and other minerals important for the transition away from fossil fuels, and as a result, Africa is central to the global push for cleaner energy and supply chain diversification. But realizing the full potential of this moment requires more than just mineral extraction: It requires intentional and creative solutions that elevate public health as a strategic priority for investors, mining companies, and African governments.

From occupational hazards to infectious disease outbreaks, the African mining sector has a checkered public health legacy. But in this new report, Rebecca Katz, director of Georgetown University’s Center for Global Health Science and Security, shows that the current moment is a chance to change that. The wave of geopolitical attention and capital investment presents opportunities to strengthen health systems, surveillance, and regional cooperation across the continent. Realizing these benefits will require deliberate action and to ensure such projects deliver on their full promise, public health should be prioritized as a core consideration, not a peripheral concern.

The global race to secure critical mineral supply chains has drawn strategic attention and amid this shifting geopolitical landscape, public health represents one potential avenue through which new entrants might differentiate themselves from incumbents.

In addition to providing recommendations for key stakeholders, this report explores the intersection of mining and public health in Africa, spotlighting the Lobito Corridor and other prominent mining-driven development corridors and their implications for public health.

Related content

Explore the program

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post The critical minerals boom is an opportunity to integrate public health into mining operations appeared first on Atlantic Council.

]]>
The Abraham Accords at five https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/the-abraham-accords-at-five/ Mon, 15 Sep 2025 12:00:00 +0000 https://www.atlanticcouncil.org/?p=874027 On the fifth anniversary of the UAE, Bahrain, and Israel normalizing relations, American, Bahraini, Emirati, Israeli, and Moroccan authors reflect on the transformational change and “warm peace” envisioned by the Abraham Accords—a long-term, generational project.

The post The Abraham Accords at five appeared first on Atlantic Council.

]]>

Perspectives from

Five years ago, the announcements that the United Arab Emirates and Bahrain would normalize relations with Israel caught the world by surprise. Subsequent announcements on Kosovo, Sudan, and Morocco demonstrated that the new spirit of cooperation in the Middle East—embodied in the Abraham Accords signing ceremony at the White House on September 15, 2020—was not an isolated trend.

The world and the Middle East specifically have changed significantly in those five years, with intensifying major power competition, a reimagining of the US role in the world, rapid technological change, major evolutions in the conflict between Iran and both Israel and Gulf countries, significant political change across the Middle East, and the  October 7 tragedy and the resulting war in Gaza—to name a few. 

Many of these developments have reinforced the trends driving the Abraham Accords: Evolving geopolitical dynamics and economic and technological change have underscored the value of stronger cooperation between Israel and its neighbors and the importance of mending the rifts that have impeded the Middle East’s economic potential for too long. For the United States, the diplomatic achievement of the Abraham Accords highlights the value of America’s unique form of strategic partnership (as compared to competitors like China) and provides a platform for transforming its partnerships in the Middle East for a new era: away from counterterrorism and forever wars and toward cooperation around mutually beneficial, private-sector-led prosperity. The force of these trends explains why there was so much momentum toward deepening and expanding the accords in mid-2023, as Dan Shapiro describes in this collection of essays. 

Of course, other recent developments—most notably October 7 and the war in Gaza but also fears of Iranian retaliation—have challenged the positive trends associated with the Abraham Accords and demonstrated that the forces propelling division and discord remain influential. There is a risk that these forces could derail or at least further delay positive momentum. But at the N7 Initiative, we remain hopeful that these forces are waning in the face of more powerful global and regional trends. A durable end to the war in Gaza is essential to realizing the potential for a new era of de-escalation and cooperation in the Middle East. And a negotiated solution to the Iranian nuclear threat will help resolve one of the most persistent challenges to that new era.

This compilation of essays and reflections from American, Bahraini, Emirati, Israeli, and Moroccan authors reminds us that the transformational change and “warm peace” envisioned by the Abraham Accords is a long-term, generational project. Sarah Zaaimi describes how the Moroccan king was inspired to embrace the accords precisely because he was thinking about future generations and creating a more stable and prosperous country when leadership eventually passes to his son.  And as Loay Alshareef points out, positive economic and cultural change between Israel and its neighbors is continuing, and this change has deep roots that predate the accords themselves.

Those who believe in the vision for an integrated Middle East must retain a commitment to this project and continue to invest in initiatives today that will make that more promising vision for the future possible. In his reflection, Dan Shapiro, who served as US ambassador to Israel from 2011 to 2017 and deputy assistant secretary of defense for the Middle East from 2024 to 2025, describes what some of these initiatives could entail and underscores the importance of investing in a multilateral architecture to institutionalize a range of economic, security, and cultural projects. While less flashy than major new political announcements, this architecture is what will help cement regional integration for decades to come.

Finally, remaining focused on the long-term promise of the Abraham Accords can help policymakers navigate the immediate challenges facing the region more effectively. As Israel’s first ambassador to the United Arab Emirates Amir Hayek points out, the strategic partnerships Israel has forged through the Abraham Accords can provide Israel with a more comprehensive security than military power alone can deliver.  Similarly, Ahmed Khuzaie argues that Bahrain’s engagement with Israel has elevated the small country’s position as a leader of pragmatic diplomacy, allowing Bahrain to help shape regional discourse on issues like the Israeli-Palestinian conflict. 

The N7 Initiative remains committed to working with policymakers, the private sector, and thought leaders to build on these lessons. In doing so, we seek to ensure the Middle East five years from now is a more integrated, tolerant, and prosperous place.

Allison Minor is the director of the N7 Initiative, a partnership between the Atlantic Council and Jeffrey M. Talpins Foundation dedicated to strengthening cooperation between the United States, Israel, and Arab and Muslim countries. She previously served as the deputy US special envoy for Yemen and the director for the Arabian Peninsula at the US National Security Council.

United States: After the war, it’s time to revive and expand the Negev Forum

Five years after the Abraham Accords, the promise of these agreements to help shape a far more peaceful, prosperous, and integrated Middle East remains. But advancing it is also frustrated by the ongoing war in Gaza that Israel launched in response to Hamas’s terrorist attacks on October 7, 2023. But the war will end, the sooner the better. When it does, countries committed to this vision of integration must move quickly to restore momentum that has been lost.

One opportunity that should be seized as soon as possible after the war is to resume the work of the Negev Forum. The Negev Forum was launched at the Negev Summit in Israel in March 2022, when the foreign ministers of Israel, the United States, the United Arab Emirates (UAE), Bahrain, Egypt, and Morocco met together in the first gathering of its kind. They launched the Forum, with a steering committee and six working groups, covering security, health, water and agriculture, energy, education and coexistence, and tourism. The working groups were tasked with developing multilateral projects aimed at bringing the benefits of regional integration to the citizens of these nations. (The N7 Initiative conducted its own conferences on education and coexistence, water and agriculture, and trade with regional experts in 2022 and 2023 to support the governments’ work.)

Progress was mixed, as some working groups progressed faster than others, and countries had different bandwidths and levels of commitment to pursuing projects. But by the summer of 2023, when I assumed the duties of the US representative to the Negev Forum steering committee as part of my role as the State Department Senior Adviser on Middle East Regional Integration, we were gaining momentum. At the UN General Assembly in September, plans were finalized to host a second Negev Forum ministerial in Marrakesh, at which working group projects would be endorsed by the foreign ministers and advanced toward implementation. Host country Morocco insisted on going forward with the meeting despite a recent, devastating earthquake. US Secretary of State Antony Blinken was set to attend, following a visit to Israel and Saudi Arabia intended to advance work on a normalization agreement. The date of the ministerial was set for October 19, 2023.

Of course, it never happened. Hamas’s brutal attack and the war that ensued consumed the region’s attention. But when the war ends, reconvening this gathering should be an early goal, with working group projects dusted off and updated, ready for ministerial approval.

In fact, the Marrakesh ministerial was set to be an expanded version of the original Negev Summit. Plans were at an advanced stage to include Jordan as a new member, and to invite senior Palestinian Authority representatives to participate in some of the sessions. In addition, a number of other countries, including African members of the Arab League and other countries outside the region, had expressed interest in attending as observers.

That expansion, too, should be on the table for after the war. Jordan, as a full member, and the Palestinian Authority are obvious participants. Oman, Mauritania, the Comoros, Somalia, Djibouti, and Indonesia are all plausible participants as observers. A number of European partners could also attend at lower levels to indicate where their governments could provide expertise and funding to support the main countries’ efforts.

Over time, the institutionalization of a regional grouping like the Negev Forum would add considerable ballast to efforts to build a more integrated region. As its projects deliver benefits to the citizens of Negev Forum countries, more countries will want to join the club. In time of war, it may seem far-fetched, but the goal should be for an ASEAN-style regional organization to take hold in the Middle East and North Africa region, the kind of organization that creates a thickened web of ties that help make war less likely in the future.

It will be tempting to let post-war priorities that are more urgent—like the reconstruction of Gaza—or flashier—like Israeli-Saudi normalization or Israeli-Syrian understandings—crowd out the work of building a broader regional architecture. The United States should not let that happen. But given the intensity of the work involved, more resources are needed. That is why President Donald Trump should nominate, and the Senate should confirm, the special envoy for the Abraham Accords that Congress created in the National Defense Authorization Act for Fiscal Year 2024. The appointment of a high-profile envoy in this role will communicate the United States’ seriousness about expanding regional integration in every direction, and buttress the work of other senior envoys who may focus on the higher profile efforts in Riyadh and Damascus.

Once the Negev Forum has been revived with an expanded ministerial meeting, Trump could make a major contribution to his peacemaking aspirations by convening a Negev Forum head of state summit. This summit could be held in concert with, or as a means of encouraging, progress toward an Israeli-Saudi normalization deal. As much as anything, the summit would demonstrate that the dramatic regional transformation toward integration launched by the Abraham Accords is alive and well and moving forward as the Middle East emerges from the tragedy of October 7 and the Gaza war.

Daniel B. Shapiro is a distinguished fellow with the Atlantic Council’s Scowcroft Middle East Security Initiative. He served as US ambassador to Israel from 2011 to 2017, and most recently as deputy assistant secretary of defense for Middle East policy. He also previously served as the director of the N7 Initiative.

Israel: That the accords have endured is telling

As we mark the fifth anniversary of the Abraham Accords, the region is living through another difficult chapter of violence and uncertainty. The horrific October 7 attacks and the ongoing war have challenged even the most resilient partnerships. War, by its nature, undermines trust and stability. And yet, despite these headwinds, the Accords have endured. From my perspective, that endurance is not accidental. It is the product of leadership, commitment, and the recognition that the path blazed by UAE President Sheikh Mohammed bin Zayed five years ago is that of a marathon, not a sprint. 

When I speak about the Abraham Accords, particularly the relationship between Israel and the United Arab Emirates, I often think about it as a marathon. In a marathon, there are stretches where the road is smooth and momentum is strong, but there are also moments of fatigue. But the essential point is that you keep running. That is what we have seen in the past five years: Despite difficulties there has been an unshakable commitment to continue moving forward. 

In recent weeks, the United Arab Emirates has made it clear that Israeli annexation of  West Bank territory would jeopardize its relationship with Israel after an Emirati official made a public statement saying that such a move is a “red line”  and would “foreclose on the idea of regional integration.” This sentiment is not new, as the suspension of previous West Bank annexation plans was a condition for the UAE to sign the Abraham Accords. The Emiratis, known for their long-term planning, want to take action—and believe that action must be taken—to build a new, secure, and strong Middle East economically and strategically. For the Emiratis, annexation would lead to a loss of hope in their vision for the future of the Middle East, and this loss would jeopardize long-term plans. From my acquaintance with the Emirati leadership, I know that their words should be taken very seriously.

We must do everything to continue, develop, and preserve the Abraham Accords for the benefit of future generations.

The UAE’s stance following October 7 has illustrated its commitment to moving forward. Despite facing significant regional and domestic pressure, Abu Dhabi remained firmly committed to the Abraham Accords and condemned Hamas’s brutal attacks. The UAE went beyond rhetoric and maintained flights to Israel from the very first day of the war, when nearly all others suspended them. At the same time, the Emiratis leveraged their relationship with Israel to deliver humanitarian support to the people of Gaza—they provided food, medicine, medical treatment for children, and critical infrastructure like hospitals and desalination plants.

For Israel, one of the clearest lessons of the past five years is that the country waited too long to pursue these kinds of partnerships. Israel lost decades of potential cooperation in the region by relying only on military power and conflict management, rather than investing in regional alliances. The Abraham Accords have shown that real security does not come from military power alone—it comes from trusted partners, shared interests, and commitments to growth and stability. Israel has found such partners in the UAE, Morocco, and Bahrain, and the country’s long-standing peace with Egypt and Jordan remains foundational. I believe more countries will join this circle of normalization in time, motivated by the desire to counter radicalization and to pursue regional prosperity. This is not wishful thinking; it is the realistic trajectory of a region that cannot afford to remain hostage to old conflicts. 

Future partners in the region can look at Israel’s relations with the UAE and ask themselves: “Why not us?” 

The past five years have also demonstrated the tangible benefits of peace. Trade between Israel and the UAE reached over $3.2 billion in goods last year, not including government-to-government transactions or software and services. Investments have surpassed $5 billion, and more than two million Israelis have traveled to the UAE since normalization. These are not abstract statistics; they represent millions of human interactions and billions of dollars driving growth on both sides. Looking forward, the next phase must include deeper cooperation in science, academia, culture, and the arts—because while leaders may sign agreements, it is ultimately people-to-people connections that sustain them. 

The priority for Israel and its Abraham Accords partners should not be narrowly defined. Security cooperation cannot stand without economic growth. Economic growth cannot last without cultural and human connections. Trust cannot deepen without all three reinforcing each other, thus they must be pursued simultaneously. Areas of potential cooperation include regional food security, energy innovation, AI, tourism, and more. 

While the potential of bilateral relations is high, the potential of regional and multilateral cooperation is much higher.   

As we reflect on these first five years, we must avoid the temptation to take a snapshot in a moment of crisis and declare the Accords a failure. Marathons are not judged at the halfway mark. They are judged by whether the runners reach the finish line. 

Amir Hayek is a nonresident senior fellow in the N7 Initiative, a partnership between the Atlantic Council and Jeffrey M. Talpins Foundation. Hayek served as the first Israeli ambassador to the United Arab Emirates from 2021 to 2024, working to strengthen diplomatic and economic ties between the two countries after they formalized relations under the Abraham Accords.

UAE: The accords fulfill Sadat’s people-to-people dream 

When I think about the Abraham Accords, I cannot help but look back to President Anwar Sadat of Egypt, my role model for peace. In 1979, Sadat’s peace with Israel brought Egypt the full return of Sinai and opened diplomatic relations. But his dream went beyond maps and treaties. Sadat envisioned a true people-to-people peace between Egyptians and Israelis that would transform generations and replace suspicion with trust. 

Tragically, Sadat paid for this vision with his life in 1981. The bullets that killed him also killed the momentum for deep human connection. His successor, Hosni Mubarak, maintained security cooperation without cultural, social, or economic warmth as he was too afraid of the political risk. While Sadat paid the cost for peace, history remembers him as a hero who dared to dream beyond the limits of his time. 

The Abraham Accords, signed in September 2020, are in many ways the realization of Sadat’s unfinished mission. Unlike the Egypt-Israel peace, these agreements between Israel, the UAE, and later Bahrain, Morocco, and Sudan have not stopped at the level of government-to-government arrangements. They have opened the gates for business partnerships, tourism, cultural exchange, and everyday friendships between peoples who for decades never met face to face. 

Trade between Israel and the UAE has soared into the billions of dollars. Daily flights between Abu Dhabi and Tel Aviv are packed with the likes of diplomats, entrepreneurs, tourists, and families. Israelis shop in Dubai’s malls and Emiratis tour Jerusalem’s holy sites, demonstrating that this is a warm peace where people learn each other’s languages, work on joint ventures, and share meals together. 

Up until the October 7 attacks the peace was unstoppable. Reports and seized Hamas documents confirm that Hamas carried out that massacre as a way to derail the potential normalization between Israel and Saudi Arabia. Only two weeks earlier, the crown prince of Saudi Arabia publicly said, “Every day, we get closer” in reference to normalization with Israel. That statement must have infuriated Hamas leader Yahya Sinwar, who feared peace more than war. 

The UAE suddenly found itself in an extremely challenging position. On one hand, the leadership has always been clear in supporting the Palestinian people. On the other, it had to navigate a public mood already warming to the Abraham Accords. The reality is that enthusiasm for the Accords varies across the Emirates—Abu Dhabi embraces them strongly, while in Sharjah the sentiment is much cooler. 

In the midst of the crisis, the UAE was one of only two governments in the entire Middle East to condemn Hamas’s barbaric attacks—the other being Bahrain, whose Crown Prince Salman bin Hamad bin Isa Al Khalifa also spoke out. Both took a principled stance, knowing that condemning terrorism is essential for any genuine peace to survive. 

The way forward will not be easy. But I believe the war must end in the right way: Hamas’s total surrender, the complete release of all hostages, and the removal of a radical ideology that has held Palestinians hostage for decades. Only then can we begin to repair what was broken on October 7. 

When that moment comes, peace activists must double down on building more people-to-people projects that connect Muslims and Jews, Arabs and Israelis, in ways that create real human investment in peace. Initiatives like the I2U2 Group, a partnership between India, Israel, the UAE, and the United States, show the potential for cross-regional collaboration in areas like agriculture, energy, water technology, and infrastructure. This is a model worth expanding, but it is not enough. 

We must create platforms that also include Palestinians who reject Hamas’s pathological ideology—voices that want to see prosperity, education, and mutual respect flourish. Without them, peace will remain incomplete. 

The future I believe in is one where Ishmael and Isaac both prosper—where their children travel, trade, and thrive together. The biggest loser after this war must be the extremist worldview that seeks endless cycles of bloodshed. 

Five years on, the Abraham Accords remain the best hope we have for Sadat’s dream—a peace that is lived, not just signed. And that dream is worth defending, nurturing, and expanding, no matter the cost. 

Loay Alshareef is a United Arab Emirates-based Arab Muslim peace advocate whose mission is to bridge divides between Muslims and Jews and to champion peace in the Middle East.

Bahrain: Balancing domestic sentiment and regional integration

Bahrain’s formalization of relations with Israel—which the country has remained committed to despite intensifying domestic and regional pressures following October 7—has recalibrated its foreign policy approach. The kingdom now finds itself navigating a nuanced landscape, where strategic partnerships must be weighed against the evolving currents of negative public sentiment.

When Hamas launched an incursion into southern Israel in October 2023, resulting in the subsequent Israeli military campaign, scrutiny of Bahrain’s normalization with Israel intensified. Public sentiment in Bahrain remains overwhelmingly pro-Palestinian, rooted in long-standing civil society activism and religious solidarity. Unlike the UAE, Bahrain has a more vibrant public sphere, where demonstrations and symbolic acts—such as protests outside the Israeli embassy and parliamentary statements—have expressed opposition to continued normalization. 

Anti-Israeli sentiment in Bahrain is largely shaped by the ideological influence of regional Islamist movements, particularly the Iranian ayatollahs and the Muslim Brotherhood. These groups have cultivated narratives that resonate with segments of the population, framing normalization efforts as a betrayal of regional and religious identity. In response, Bahrain has sought to marginalize this influence through deepening strategic collaborations with Western partners—most notably Israel—as part of a broader effort to insulate its foreign policy from ideological pressures. 

In November 2023, Bahrain’s parliament issued a statement declaring the suspension of economic ties with Israel and the departure of the Israeli ambassador. However, this move was merely symbolic; foreign policy remains under the purview of the executive, and Bahrain has not formally abrogated the Abraham Accords. Instead, the government has adopted a nuanced approach: condemning violence on both sides, calling for a ceasefire, and emphasizing humanitarian assistance, while quietly maintaining strategic ties with Israel and the United States. 

This balancing act reflects Bahrain’s broader geopolitical calculus. Hosting the US Navy’s Fifth Fleet and participating in operations like Prosperity Guardian against Houthi threats, Bahrain remains closely aligned with Western security frameworks. Yet, it has also engaged in regional diplomacy, including communicating with Iran via Omani intermediaries, to mitigate domestic and regional backlash. 

Despite the political sensitivities, Bahrain’s relationship with Israel has yielded several tangible benefits across economic, strategic, and diplomatic domains. Since 2020, Bahrain and Israel have signed multiple bilateral agreements covering sectors such as technology, healthcare, tourism, and telecommunications. Direct flights and business exchanges have facilitated commercial ties, although the scale remains modest compared to the UAE-Israel corridor. Bahrain’s strategic positioning as a financial hub and its free trade agreement with the United States have made it an attractive partner for Israeli firms seeking Gulf access. 

The normalization has as well reinforced Bahrain’s role as a key US ally in the Gulf. With the Abraham Accords serving as a platform for regional security cooperation, particularly in maritime and cyber spheres, Bahrain’s participation in multilateral naval coalitions and its leadership in the US-led Combined Maritime Forces Task Forces underscore its strategic utility. 

Increased engagement with Israel has elevated the country’s diplomatic profile as well, positioning it as an Arab state willing to engage in pragmatic diplomacy. This has facilitated its inclusion in gatherings like the Negev Summit and enhanced its bilateral ties with the West. The normalization also provides Bahrain with leverage in shaping regional discourse on the Israeli-Palestinian conflict, advocating for a two-state solution while maintaining dialogue with all parties. 

The Comprehensive Security Integration and Prosperity Agreement (C-SIPA), signed in September 2023 between Bahrain and the United States, offers a blueprint for deepening regional integration. Structured around three pillars—defense and security, economics and trade, and science and technology—C-SIPA redefines traditional security cooperation by incorporating economic and technological dimensions. 

Bahrain’s navigation of the post-Abraham Accords landscape illustrates the complexities of small-state diplomacy in a polarized region. While domestic sentiment poses constraints, Bahrain’s leadership has pursued a pragmatic strategy that preserves strategic partnerships and economic opportunities. By building on frameworks like C-SIPA and expanding regional cooperation, Bahrain can reinforce its role as a bridge between Gulf pragmatism and Mediterranean integration—without abandoning its commitment to Palestinian rights or regional stability. 

Ahmed Khuzaie is an international political consultant, writer, essayist, and media commentator from Bahrain. He is the managing partner of the Washington-based political consultancy firm Khuzaie Associates LLC.

Morocco: ‘Pan-Abrahamism’ is crucial for the monarchy’s throne succession

To ensure the continuity of Morocco’s Alaouite dynasty, the ailing King Mohammed VI is gradually preparing his heir, Crown Prince Moulay Hassan, for a seamless succession. This effort translates into ambitious infrastructure and development initiatives, alongside strategic alliances with global powers to secure a lasting resolution to the Western Sahara dispute and cement the kingdom’s fate. Morocco’s 2020 re-normalization with Israel, brokered by the first Trump administration, should be viewed less as a diplomatic shift and more as a calculated move to position Rabat as a dependable pro-Western, pan-Abrahamic partner in North Africa—consolidating the future of the throne.

In his July 30 speech commemorating the twenty-sixth anniversary of his accession to the throne, it became undeniable that the Moroccan monarch is growing more feeble than ever. Mohammed VI, at sixty-two, has accumulated long periods of public absences and surgeries over the past decade, which have led to international speculation about his level of involvement in state affairs, despite local media cover-ups. In line with the Alaouite dynasty’s succession traditions since 1631, the current king has been gradually prepping and empowering the next monarch in line. Moulay Hassan, who recently turned twenty-one, is gradually being entrusted with more royal duties, meeting global leaders like Chinese President Xi Jinping, inaugurating major initiatives, and even being promoted to the rank of colonel-major in the Royal Armed Forces in July 2025—all signaling that the crown prince’s star is rising in key governance matters.

To reign over an ethnically and culturally diverse country like Morocco in a challenging regional and international context, the young prince needs to be surrounded by trustworthy and influential allies, hence the importance of joining the Abraham Accords’ newly forming bloc together with traditional allies from the “Arab monarchy club” like the United Arab Emirates, Bahrain, and Jordan—which are also looking for self-preservation by ensuring seamless succession for their kingdoms—along with influential players like the United States, Israel, and the European transatlantic community.

The Moroccan monarchy has survived for twelve centuries, and the Makhzen (the establishment) is wise enough to read the tea leaves and understand the profound geostrategic shifts that the region is undergoing after the 2024 collapse of the last of the pan-Arabist regimes in Syria. Alliances are being redefined, and narratives are being reimagined to provide a new ideological framework for the countries of the region, where a shared and integrated future is possible together with Israel. Similarly, the “Axis of Resistance” countries are gearing up proxies and client-states to shape the region in their own image, offering an anti-hegemonic alternative based on Iranian revolutionary Islamism and enabled by China and Russia, who increasingly challenge US unipolarity. While neighboring Algeria appears to align with old Cold War allegiances, showing an increased rapprochement with the axis, Morocco remains consistent with its post-World War II positioning and has chosen to strike a new pact with the Pan-Abrahamist clan.

Beyond this more existential zeitgeist, the Abraham Accords and the reestablishment of ties with Israel in December 2020 have yielded numerous benefits for both Rabat and Tel Aviv in the past five years. The two reconciled countries have never been closer at the military, intelligence, and economic levels despite the growing popular anti-normalization sentiment in Rabat amid the ongoing Gaza war.

October 7 sounded the alarm among Moroccan governing elites of what an Iranian proxy is capable of, especially with the growing rapprochement between Polisario militants in Western Sahara and Iran and its proxies. The kingdom’s appetite for Israeli-made weapons and security systems has grown in recent years as it found in Tel Aviv an evident partner with similar priorities and adversaries. So far, the Royal Moroccan Armed Forces have acquired three Israeli-made Heron drones, developed by Israel Aerospace Industries (IAI), for approximately $48 million. Additionally, they have purchased SkyLock Dome anti-drone systems for $500 million and Barak MX missile systems for another $500 million. Morocco is also poised to acquire a spy satellite from IAI in a $1 billion deal.

Since the tripartite agreement between the United States, Israel, and Morocco in 2020, in which the United States recognized Rabat’s sovereignty over the disputed Western Sahara territories in exchange for Israel and Morocco resuming diplomatic relations, the kingdom has become increasingly emboldened and achieved multiple consecutive foreign policy successes. Morocco, mainly thanks to the Accords, has moved from seeking international recognition for its national cause to de facto exercising sovereignty over Western Sahara. With the historical neutrality regarding Western Sahara of the former two colonizers of North Africa, France and Spain, reversed and support from key global actors like the United States, Israel, and the United Kingdom, in addition to multiple Arab and African countries, the incoming monarch can confidently ascend to power. Moulay Hassan will not have to worry that half of the territories of his kingdom are internationally contested, empowered with the vote of three UN Security Council members and the favorable momentum facilitated by his father’s long-term vision.  

The young prince will still have to defend Morocco’s strategic choices to side with pan-Abrahamism against revolutionary Islamism, particularly with his emotionally charged and largely pro-Palestinian population, which may favor regional pan-Arab and pan-Islamic sentiments over regional security and dynastic continuity. As the war in Gaza entered its second year, support for normalization with Israel dropped from 31 percent in 2021 to only 13 percent in 2024, according to the Princeton University Arab Barometer. While kingdoms with a millennial memory and an empire muscle see beyond isolated wars and conflicts, symbolic historical positions remain crucial for forging national unity and shaping public imaginaries—and Moulay Hassan will have to convince his citizens that he is a visionary leader who stands on the right side of history.

Sarah Zaaimi is a resident senior fellow for North Africa at the Atlantic Council’s Middle East programs, focusing on normalization and minorities in the region. She is also the center’s deputy director for media and communications.

Related content

Explore the program

The N7 Initiative, a partnership between the Atlantic Council and the Jeffrey M. Talpins Foundation, seeks to broaden and deepen normalization between Israel and Arab and Muslim countries. It works with governments to produce actionable recommendations to deliver tangible benefits to their people.

The post The Abraham Accords at five appeared first on Atlantic Council.

]]>
DFC 2.0: A blueprint for a bigger, faster and more strategic agency https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/dfc-2-0-a-blueprint-for-a-bigger-faster-and-more-strategic-agency/ Thu, 11 Sep 2025 12:00:00 +0000 https://www.atlanticcouncil.org/?p=873489 With the DFC’s reauthorization this year, Congress and the Trump administration have an opportunity to refine the tools, deepen partnerships, and expand expertise in order to make the investments at the scale and with the flexibility needed to strengthen US national security and enhance global competitiveness.

The post DFC 2.0: A blueprint for a bigger, faster and more strategic agency appeared first on Atlantic Council.

]]>

Bottom lines up front

  • The DFC’s current impact is hindered by outdated policies, risk aversion, complex procedures, and equity limitations, all of which restrict its ability to mobilize private capital and take on high-impact, high-risk investments— particularly in critical sectors like minerals needed to compete with China.
  • Key policy recommendations for a “DFC 2.0” include granting the agency greater operational flexibility (e.g., higher lending cap, expanded project eligibility), establishing volunteer “deal ambassador” networks to overcome workforce constraints, launching a “Business Corps” for international commercial diplomacy, and streamlining equity scoring and fund management processes.
  • Success for DFC 2.0 will require cultural change within the agency to embrace risk, celebrate innovation, coordinate more closely among U.S. government agencies, and rapidly scale its presence and influence—both domestically and globally—to better counter China and advance U.S. national security and economic interests.

Foreword

As Donald Trump’s second term as president of the United States unfolds, African decision-makers are closely watching the deployment of his new trade policy, trying to identify potential opportunities for Africa under the “America First” agenda. In addition to the issue of migration, it seems that he wants to focus his strategy on Africa with a policy of “trade, not aid.” However, beyond rhetoric, the key question is how to mobilize the necessary commercial tools. Following the abolition of USAID, trade instruments are now under scrutiny, particularly the US International Development Finance Corporation (DFC), which is awaiting reauthorization by Congress. On the continent, this shift is being monitored with a mixture of caution—as a transactional approach could neglect local development needs—and optimism because Africa has long awaited access to capital, investment, and infrastructure. Now it also awaits access to the global value chains that the new American approach promises.

For decades, the United States has lagged its competitors such as China, India, Turkey and, more recently, the United Arab Emirates. These countries have used state-owned enterprises or concessional financing to secure key resources and capture market share.

While American companies deemed Africa too risky, companies from other nations were constructing ports, railways, mines, and digital networks, thereby gaining political influence and financial returns. Today, Africans hope that the Trump administration’s desire to refocus US trade strategy on strategic competition will finally trigger the long-awaited flow of US private investment, particularly in high-growth, high-impact sectors such as energy, agriculture, digital infrastructure, and the industrial processing of minerals.

The “DFC 2.0” project embodies this reorientation. It plans to increase the agency’s lending ceiling from $60 billion to $250 billion, establish a $3 billion revolving equity fund, streamline bureaucracy, and encourage risk-taking in order to stimulate investment.

Although this transformation is primarily driven by US economic and security interests, it cannot succeed without addressing Africa’s urgent needs. If implemented wisely, it could lead to mutually beneficial relationships, with projects that secure American supply chains while creating African jobs, industrial capacity, and tax revenues.

For African leaders, this new policy represents a strategic opportunity where traditional aid has failed to deliver the desired results. If the DFC finances the initial stages and risky projects that private investors were reluctant to support, these countries could establish their economies in future industries while supplying the United States and its allies.

However, African stakeholders remain clearheaded: Promises must be kept. The DFC has historically been perceived as slow and risk-averse, much to the frustration of entrepreneurs and governments eager to take actions. Africans will expect a DFC 2.0 to break with this culture, focusing instead on innovation, speed, and local partnerships. They hope for US support not only to extract resources, but also to develop local industries, build skills, and modernize infrastructure. Simply extracting raw materials for US supply chains without creating local value would be a missed opportunity for them. With a population of 1.4 billion people, many of whom are young, and largely untapped markets, Africa offers the United States not only resources, but also resilient allies, dynamic consumers, and innovative entrepreneurs.

Africans expect US embassies, trade missions, and financial institutions to collaborate closely with their governments and the private sector rather than operating independently from Washington.

The reauthorization of the DFC will therefore be a decisive test. If the United States mobilizes its immense capital markets, technologies, and expertise to co-construct African growth, it will advance its strategic objectives and strengthen African aspirations. If it fails, others will fill the void. As Trump’s America redesigns its trade tools, Africa watches with cautious hope, ready to seize opportunities, but determined to ensure that this time, the partnership will be truly reciprocal.


Rama Yade
Senior Director, Africa Center
Senior Fellow, Europe Center
Atlantic Council 

Related content

In partnership with

Explore the program

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post DFC 2.0: A blueprint for a bigger, faster and more strategic agency appeared first on Atlantic Council.

]]>
To counter Chinese and Russian influence in Africa, Turkey could be a decisive ally for the US and Europe https://www.atlanticcouncil.org/blogs/africasource/to-counter-chinese-and-russian-influence-in-africa-turkey-could-be-a-decisive-ally-for-the-us-and-europe/ Wed, 10 Sep 2025 18:05:56 +0000 https://www.atlanticcouncil.org/?p=873560 As Turkey continues to develop closer ties to African nations, the United States and Europe should work with Turkey as a partner in its efforts to gain soft power throughout the continent.

The post To counter Chinese and Russian influence in Africa, Turkey could be a decisive ally for the US and Europe appeared first on Atlantic Council.

]]>
With a population projected to reach 2.5 billion by 2050, Africa will inevitably play an increasingly large role in the global economy. From abundant critical mineral and energy resources, an ever-expanding middle-class with growing purchasing power, the largest free trade area in the world measured by the number of countries participating, some of the greatest economic opportunities in the coming decade reside on the African continent.

Despite Africa’s global significance, Western influence on the continent has waned in recent years. A 2024 Gallup report shows that the United States is losing ground on the soft power front to China, which just last year offered Africa $51 billion in funding over the next three years. And following Trump’s “liberation day” tariff announcements, China dropped all tariffs on African imports. Russia’s security influence in Africa is expanding as well, especially in the coup-laden Sahel, and Moscow is deepening its efforts at soft power on the continent, especially through sports. The Trump administration has approached relations with Africa with a trade-not-aid approach, and the 2025 US-Africa Business Summit yielded a record-breaking $2.5 billion in deals and commitments. Even so, the United States could use some help to gain favor in an increasingly complex international stage in which states don’t want to make binary choices between potential allies and where partnerships are based more on interests than ideology.

Though often overlooked as a major player in Africa, Turkey has been actively engaging and expanding its ties on the continent. Just this summer, Gabonese President Brice Clotaire Oligui Nguema, Congolese Prime Minister Anatole Collinet Makosso, and Senegalese Prime Minister Ousmane Sonko made official trips to Turkey and were received by Turkish President Recep Tayyip Erdoğan. And in October, the Turkish president will travel to Senegal, where Turkey has built the Dakar Arena, the Abdoulaye-Wade Stadium, and the Cap-des-Biches power plant.

As Turkey continues to develop closer ties to African nations, the United States and Europe should work with Turkey as a partner in its efforts to gain soft power throughout the continent and counter Russian and Chinese influence.

Diplomatic and cultural ties between Turkey and Africa

Turkey’s relationship with Africa is a special one, unencumbered by the colonial baggage of Western powers. Turkey presents itself as an alternative to the West and an equal partner to African countries, a model that has been dubbed the “Ankara consensus” in contrast to both the neoliberal and state-led growth models.

For the past decade, Turkey has been growing its presence in Africa on all fronts, with forty-four embassies on the continent. Erdoğan has paid official visits to thirty African countries, more than any other state leader. Turkish Airlines flies to sixty-one destinations in forty-one African countries.

Turkey also has extensive involvement on the continent through aid and cultural projects. The Turkish Cooperation and Coordination Agency has twenty-two offices across Africa that function under a “Turkish-Type Development Cooperation Model.” And the Turkish Maarif Foundation operates 175 Turkish-curriculum schools across twenty-five African countries. All these developments point to growing Turkish soft power on the continent.

Turkey’s defense cooperation in Sub-Saharan Africa

Turkey also has a significant military presence in Africa. Some two thousand Turkish soldiers are stationed at Turkey’s military base in Mogadishu and the Turkish Navy patrols the Horn of Africa. Turkey is also well-versed in navigating regional disputes. In December 2024, Turkey brokered the Ankara Declaration between Somalia and Ethiopia in an effort assuage concerns over sovereignty and maritime port access that arose over the Somaliland port disagreement between the two countries. This year, Turkey has even started to build a space base in Somalia.

Turkey also contributes to United Nations (UN) peacekeeping missions in Sub-Saharan Africa. These include the UN Transitional Assistance Mission in Somalia, the UN Multidimensional Integrated Stabilization Mission in the Central African Republic, the UN Organization Mission in the Democratic Republic of Congo, the UN Interim Security Force for Abyei (a disputed area between Sudan and South Sudan), the UN Mission in South Sudan, and the UN International Support Mission to Mali. Additionally, twenty-two Sub-Saharan countries have signed security agreements with Turkey.

As Turkey’s defense sector evolves, Turkish defense companies have also turned their attention to Africa. While still a relatively small arms supplier for Africa, Turkey’s influence is growing. In 2021, Turkey exported $328 million worth of arms to Africa, and in 2024, Turkey was the fourth-biggest arms supplier to West Africa, accounting for 11 percent of the region’s imports. Turkish unmanned aerial vehicles are especially popular in Africa due to their relatively low cost. Ten Sub-Saharan countries have ordered or are currently using Turkish Baykar drones. Most recently, Kenya acquired six TB2 unmanned combat aerial vehicles in late 2024.

Turkish investments in Africa

While Turkey has signed free trade agreements with only four African countries—Tunisia, Morocco, Egypt, and Mauritius—Turkish businesses have been expanding in Africa over the past two decades. Turkey-Africa trade volume has grown from $5.4 billion in 2003 to $37 billion in 2024 and Turkey aims to raise this to $50 billion in 2025.

Turkish companies are especially active in construction and infrastructure in Africa. In the first half of this year, 17.9 percent of all international contracts awarded to Turkish construction firms in the came from Africa, valued at a total of $97 billion.

Turkey’s energy demand is currently 74 percent import dependent. Due to high energy bills, Turkey has turned to the African energy market as a cheaper alternative to regional suppliers. Through energy projects across Africa, Turkey aims to both diversify its supply and enhance its long-term energy security.

Turkey first struck energy deals with Nigeria in 1995 and with Algeria in 1998, diversifying Turkey’s natural gas imports. Turkey also signed a mineral exploration deal in Niger in September 2020. In 2024, the Turkish Petroleum Corporation signed a deal with Somalia on onshore hydrocarbon exploration, as well as an agreement to launch oil and gas exploration activities in Libya. In late 2024, Turkey signed a cooperation agreement with Senegal covering oil and gas exploration, production, and trade.

An alignment of alternatives

In the past several years, Turkey has expanded its footprint on the continent across sectors, from people-to-people ties, economic agreements, and security cooperation. As the West looks for likeminded allies to partner with on counterterrorism operations, strategic investments, and on-the-ground expertise, Turkey has much to offer. Not only are Turkey and the United States NATO allies, but following enhanced cooperation in Syria and Ukraine, the growing momentum behind their bilateral relations can help grease the wheels for cooperation in Africa.

For African nations, a core measure of success when it comes to foreign investment is local development. Creating jobs and raising domestic revenue are the top priorities for African countries in business and investment negotiations. The combination of increasing US interest in African goods and materials and Turkey’s presence on the ground creates an opportunity to counter China’s economic influence and security engagements on the continent. For African nations, more potential partners mean better potential deals and greater negotiating power.  

To be sure, efforts to develop cooperation between Turkey and the West in Africa to its full potential will face challenges. The expansion of Turkish influence can rub up against established Western interests, as highlighted by disputes between Turkey and France over their policies toward Libya, Mali, and the Horn of Africa. Nevertheless, as Turkey continues to invest in and engage with the continent, its presence in Africa offers opportunities for collaboration.

It is therefore worthwhile for Africa watchers, both in Europe and the United States, to take note of Turkey’s diplomatic successes and growing footprint on the continent. US and European policymakers can help advance cooperation with Turkey on the continent in the following ways:

  • Identify Africa’s most pressing needs by offering joint initiatives on social infrastructure, such as housing, hospitals, schools.
  • Support African goals on global governance, such as establishing permanent African seats at the UN Security Council and strengthening Africa’s voting in Bretton Woods institutions.
  • Incentivize joint initiatives on critical minerals and energy between Turkey and institutions such as the Export-Import Bank, the US International Development Finance Corporation, and the European Bank for Reconstruction and Development.
  • Establish a multilateral business organization that will enable business interaction and networking between parties. 
  • Encourage academic exchange and technology transfers by funding projects and universities that involve Turkish, US, European, and African universities.

Defne Arslan is the senior director and founder of Atlantic Council Turkey Program, leading the Council’s global work and programming on Turkey.

Rama Yade is the senior director of the Atlantic Council’s Africa Center.

About the centers

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The Atlantic Council Turkey Program aims to promote and strengthen transatlantic engagement with the region by providing a high-level forum and pursuing programming to address the most important issues on energy, economics, security, and defense.

The post To counter Chinese and Russian influence in Africa, Turkey could be a decisive ally for the US and Europe appeared first on Atlantic Council.

]]>
Leveraging Beijing’s playbook to fortify DFC for global competition https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/leveraging-beijings-playbook-to-fortify-dfc-for-global-competition/ Tue, 02 Sep 2025 12:00:00 +0000 https://www.atlanticcouncil.org/?p=870371 A close look at Chinese development lending practices reveals lessons for the United States on why Chinese deals succeed—and fail—and how the United States should reform its own institutions.

The post Leveraging Beijing’s playbook to fortify DFC for global competition appeared first on Atlantic Council.

]]>

Bottom lines up front

  • DFC is delivering on its mandates: investing in low- and middle-income countries, generating returns, and outcompeting China for key deals. Congress must reauthorize it before the October 6 deadline.
  • A close look at Chinese development lending practices reveals lessons for the United States on why Chinese deals succeed—and fail—and how the United States should reform its own institutions.
  • Congress should use reauthorization as an opportunity to make DFC more versatile, risk tolerant, scalable, transparent, and efficient.

Introduction

This October, the mandate for one of the US government’s most effective tools in its global competition with China is set to expire. The International Development Finance Corporation (DFC) was created under the first Trump administration with the goal of mobilizing private capital to promote economic development in low-income countries (LICs) and lower-middle-income countries (LMICs) while advancing US foreign policy interests.

In the Better Utilization of Investments Leading to Development (BUILD) Act, the bill that first established DFC, China is never mentioned by name. But China’s shadow looms large over references to “debt sustainability” and providing countries with an “alternative to state-directed investments.” When the BUILD Act was written seven years ago, US policymakers were just starting to take note of China’s growing presence in LICs and LMICs. Since then, China has become the top trading partner of 145 countries, making up roughly 70 percent of the world’s population. Between 146 and 150 countries have joined the Belt and Road Initiative (BRI), Xi Jinping’s $1 trillion flagship lending program. China is the world’s largest official creditor, and its lending initiatives have won Beijing significant geopolitical influence.

However, in the last seven years, DFC has turned the United States from a passive observer of China’s meteoric rise as a development lender into a serious contender in an intensifying front of competition with Beijing. DFC is making good on its mandates: advancing development objectives in LICs and LMICs, furthering US foreign policy goals, and winning deals that China wanted. Its lending has exceeded $50 billion to 114 countries, impacting more than 200 million people and businesses worldwide. This includes multiple cases in which DFC stepped in to provide financing that outcompeted Beijing, from the Elefsina Shipyard in Greece to the acquisition of a telecommunications company in the Pacific Islands and the Lobito Corridor railway in Zambia, Angola, and the Democratic Republic of the Congo (DRC).

DFC is one of the United States’ few remaining tools of positive economic statecraft to compete with China in global development—and it must be protected. Congress has an opportunity to fine-tune DFC’s operations and set it up for even greater success before the reauthorization deadline on October 6. In that spirit, this brief explores three case studies in Chinese development lending, what they teach us about why China’s lending programs succeed—and fail—and how Congress can make DFC an even sharper tool.

Case study 1: Jakarta-Bandung railway

China’s approach: Flexible mandates, high risk tolerance

When Beijing is asked to participate in multilateral debt relief initiatives, there is an insistence that one of its two state-owned policy banks, the China Development Bank (CDB), is a commercial lender, and not an official creditor. As a state-owned bank acting purely in its own commercial interests, Beijing argues, CDB is not furthering the PRC’s foreign policy goals, and it should not be subject to the same transparency requirements as other official lenders.

As revealed in an AidData analysis of CDB lending practices, the bank often behaves like a commercial institution adhering to standard commercial lending practices such as lending at floating market interest rates. However, when Beijing deems a project strategically important, CDB will suddenly change its practices, offering unusually concessional lending terms.

CDB came across one such strategically important project in 2014, when the Indonesian government announced a bid to finance a high-speed rail line connecting two of its largest cities, Jakarta and Bandung. Just a few months earlier, during a trip to Indonesia, Xi had announced his intention to build a “21st Century Maritime Silk Road” to enhance connectivity throughout Southeast Asia. This proposed maritime silk road became the “road” in “One Belt, One Road,” the lending program now known as the Belt and Road Initiative. The Indonesian government’s newly announced rail project presented an opportunity to develop a strong early example to showcase Xi’s new initiative in action.
From January 2014 to May 2017, CDB and the Japan International Cooperation Agency (JICA) submitted competing bids to bankroll the Jakarta-Bandung High Speed Rail project. JICA offered to finance 75 percent of the project at a 0.1 percent interest rate, contingent on the Indonesian government providing a sovereign repayment guarantee. CDB’s counteroffer was to finance 100 percent of the project at a 2 percent interest rate, with a lower overall cost and shorter construction timeline, provided the Indonesian government guaranteed repayment.

Indonesian President Joko Widodo surprised observers by rejecting both offers, citing a desire to avoid taking on substantial sovereign debt. JICA responded with a 50 percent reduction in the debt that the government would need to back with a sovereign guarantee. But CDB offered the winning bid: an arrangement that would require Indonesia to take on no debt whatsoever. Instead, the bank would create an off-government balance sheet by lending to a special purpose vehicle, a separate legal entity jointly owned by Chinese and Indonesian state-owned enterprises, created solely for the purpose of financing and building the Jakarta-Bandung High Speed Railway. This would allow CDB and Widodo to work around the Indonesian government’s debt ceiling. The final loan was far more concessional than CDB’s typical offers, and far more concessional than the minimum standards the Organisation for Economic Co-operation and Development uses to define concessionality.

CDB blurs the lines between its commercial, developmental, and geostrategic purposes and, as a result, Beijing gets to have it both ways. CDB protects its balance sheet, evades its responsibility to participate in multilateral debt relief initiatives, and lends at far below-market rates when an opportunity arises to advance the government’s policy objectives.

Lessons for the United States

Flexibility can be a strength. DFC has a dual mandate: support sustainable development in LICs and LMICs and advance US foreign policy interests. This has implications for where DFC operates, and there is currently widespread disagreement among experts on this front.

The conversation around DFC’s reauthorization is bifurcated between two camps. In one corner, development practitioners voice frustration with DFC’s gradual shift toward lending to richer countries. These observers rightly argue that US foreign policy interests have led DFC to stray from its original mandate to prioritize LICs and LMICs. In the other corner, national security analysts advocate harnessing DFC’s demonstrated effectiveness to respond to the short-term foreign policy challenges of the day.

Dealing with China means swimming in murky waters. Beijing blurs the lines between the commercial, the developmental, and the geostrategic, and a heavily siloed US system will not meet the multifaceted and overlapping challenges that the United States must address. While DFC should not neglect its development mandate, it should also have the flexibility to respond to challenges where they occur.

High risk tolerance is critical. Risk tolerance is an oft-cited advantage for Chinese lenders, and an oft-cited disadvantage for DFC. DFC’s cautiousness limits its ability to move quickly and lean into opportunities where the returns are nonmarket geostrategic wins.

Case study 2: DRC Sicomines copper-cobalt deal

China’s approach: Extreme high-volume financing

In 2007, the Export-Import Bank of China and two Chinese state-owned construction firms signed an agreement with the government of the DRC for the nation’s largest resources-for-infrastructure (RFI) deal. RFI deals, in which loans for infrastructure development are repaid with natural resources, are commonplace for China.

Under this deal, the Chinese parties would provide a staggering $9 billion of loans—more than three times the DRC’s annual government budget of $2.7 billion. The deal included $3 billion earmarked for developing and operating the Sicomines copper-cobalt mine, with the Chinese consortium owning 68 percent, and $6 billion earmarked for postwar rebuilding projects following the Second Congo War.

Ultimately, the deal was renegotiated several times. In 2009, the International Monetary Fund (IMF) called for a renegotiation due to concern over the DRC’s capacity to repay the loan. In 2021, the deal faced renewed public scrutiny, and DRC President Félix Tshisekedi launched an audit that found that the agreement presented “an unprecedented harm in the history of the DRC.” China had only spent a fraction of the amount promised for postwar reconstruction projects—reaping $10 billion in profits and giving the DRC only $822 million in return. Last year, this gave the country leverage to renegotiate the deal once more and secure an agreement that increased the infrastructure budget by $4 billion and gave the DRC a greater share of mining revenues.

In this case, Beijing was willing to commit an astounding volume of capital to a highly risky endeavor, but China has lent far greater amounts to critical minerals over the last two decades, nearly $57 billion from 2000 to 2021.

It is difficult to overstate the geopolitical gains that have resulted from high-volume financing deals like this one, which have enabled Beijing to capture over 70 percent of the world’s rare earths extraction and almost 90 percent of processing capacity. Beijing has unparalleled dominance over the essential inputs underpinning the construction of the modern world. To build everything from fighter jets to consumer electronics, MRI machines, and electric vehicles, the rest of the world is now, to some extent, dependent on Beijing’s good graces.

Lessons for the United States

The United States cannot compete with China on a dollar-for-dollar basis, but current resources are insufficient. The United States does not have to close the gap between what it and China can offer globally. US lenders can be strategic, focus on key sectors and countries, and double down on areas in which the United States has a competitive advantage. Narrow the gap it must, though. Small, strategic investments could not have won China supply chain dominance in critical minerals. The current level of resources dedicated to this challenge are not proportionate to the severity of the threat

Invest with foresight. China’s dominance in critical minerals was built over decades of placing strategic bets on resource rich countries with assets that have national security implications. Beijing pledged $9 billion for the Sicomines copper-cobalt deal in 2007, many years before terms like “critical minerals,” “electric vehicles” or “5G” entered the public lexicon. DFC should similarly aim to make strategic investments in the supply chains of the future.

Case study 3: 2025 Sino Metals Zambia dam disaster

China’s approach: Move fast, break things

This February, a dam built by Sino-Metals Leach Zambia, a Chinese state-owned mining firm, burst, spilling toxic mining waste into the Kafue River in Zambia. The damage was catastrophic and unprecedented. The river, now an acid-leached wasteland, had supplied drinking water for roughly 5 million people and supported the livelihood of roughly 20 million farmers, fishermen, and industrial workers.

The dam held waste from nearby mines that were slated to serve a critical role in meeting an ambitious development goal: triple Zambia’s copper output by 2033. As the Zambian government raced forward in pursuit of this objective, the country became increasingly reliant on the only international partner who could meet the speed and scale they required: China.

Over the last several months, Zambian civil society has demanded greater transparency and accountability in the government’s mining deals. Thanks to public pressure to disclose further information, we now have a detailed record of the negligence behind this disaster.

It’s clear now that prioritizing speed led the parties involved to overlook negligence in terms of environmental, social, and governance (ESG) standards. Sino Metals operated within the Zambia-China Economic and Trade Cooperation Zone, Africa’s first special economic zone designed to attract international investment through incentives like tax breaks and streamlined approvals, including environmental approvals. In 2014, a Zambian auditor warned that tailings dams, large embankments used to store mining waste, were being systemically mismanaged in Zambia’s Copperbelt. Nevertheless, Sino Metals decided to rely on a tailings dam to store copper mining waste from its Chambishi Leach Plant. Rather than building a new dam, it was faster for the company to raise the wall of an existing dam built many years earlier.

Once built, the company repeatedly failed to conduct routine inspections, and there is no evidence to suggest that the dam was managed by licensed engineers. Sino Metals’ sister company, NFCA Africa Mining, admitted to disregarding safety and environmental standards in an internal report. Zambian regulators and the Chinese project managers had many chances to prevent the disaster from happening. A 2017 study found that the groundwater near the Sino Mines facility was already contaminated. In 2022, Sino Mines expanded the dam once again.

Lessons for the United States

ESG standards and transparency are important competitive advantages for US-backed deals. The Sino Metals dam disaster was not a one-time occurrence. Beijing routinely scores own goals in the form of flagrant disregard for host countries’ environmental, labor, and anti-corruption standards. The Jakarta-Bandung high speed railway project managers sped through an environmental impact assessment that should have taken twelve to eighteen months in only seven days. The consequence: a fatal accident, flooded roads, ruined homes and farms, improper waste dumping, mass protests, and $1.49 billion in cost overruns.

Particularly in democracies sensitive to public opinion and countries facing civil society backlash against opaque Chinese deals, the United States should lean into this strategic edge.

Moving fast makes a difference. Paradoxically, speed is a commonly cited factor contributing to host countries’ preference for Chinese loans. While the United States should not save time by cutting regulatory corners, US-backed deals cannot afford to be burdened by needlessly lengthy bureaucratic timelines.

Policy recommendations

To promote thoughtful versatility:

  • Rethink the guidelines on where DFC operates. The BUILD Act mandates that DFC prioritize the provision of support to countries that meet the World Bank classifications for LICs and LMICs. The resulting arrangement excludes many countries with significant development needs that are classified as upper-middle-income countries (UMICs), often because of socioeconomic disparities or remittances. Examples include Mexico, Brazil, Tuvalu, Thailand, and Malaysia. Rather than relying on the World Bank’s rigid income classifications, DFC should revisit its lending criteria, borrowing from other official lenders’ practices.
  • Clarify the key terms of DFC’s dual mandate. The BUILD Act instructs DFC to “pursue highly developmental projects” and assess their “strategic value,” but does not put forward standard criteria to determine what is developmental or strategic. A Center for Strategic and International Studies analysis, which collected insights directly from US government development practitioners, found that different agencies apply varying standards for what qualifies as “highly developmental.” Setting standard definitions for these key terms will begin to bridge the divide between the two camps of development practitioners and national security analysts who have different visions for where DFC should operate.

To strengthen risk tolerance:

  • Establish an internal advisory council to provide guidance on projects that have the potential to generate nonmarket returns. The advisory council can weigh the project’s commercial viability against its implications for US strategic interests and judge whether the risk is acceptable to DFC’s balance sheet.
  • Transfer the responsibility to approve exceptions to the LIC and LMIC preference from the president of the United States to the DFC’s Board of Directors. Under current law, exceptions to this rule—41.6 percent of investments made in DFC’s first five years—must go up a lengthy approval chain to the highest authority in the United States, who is then expected to parse through highly technical financial terms to evaluate the project’s risk-return profile and repayment terms. Instead, LIC and LMIC preference exceptions should be approved by DFC’s board, a group of development finance and foreign policy experts from across federal agencies. Particularly amid heightened political scrutiny of US government spending, professional oversight may empower DFC to take calculated risks with greater assurance.
  • Evaluate investments at the portfolio level, not the individual project level. This creates space for DFC to take on, for example, a high-risk, high-reward mining project, provided the aggregate critical minerals portfolio is generating returns.
  • Authorize DFC—permanently. The life cycles of many current DFC projects extend well beyond another seven-year reauthorization period. In contrast, BRI loans have been steady, providing highly concessional, long-term financing that complements LIC and LMIC governments’ long-term economic development plans. Repeated reauthorization cycles disincentivize DFC from pursuing partnerships that require a long-term steady commitment. DFC has built credibility that warrants a longer leash. Despite weathering a global pandemic, significant leadership turnover, and two highly tumultuous presidential transitions, DFC is delivering on its mandates: investing in LICs and LMICs, generating returns, and outcompeting China for key deals.

To boost finance volume:

  • Triple DFC’s portfolio cap, from $60 billion to $180 billion. While this may sound like a hefty increase, $180 billion will only make up 12 percent of the $1.5 trillion infrastructure finance gap in LICs and LMICs. A larger portfolio cap will increase the total value of outstanding commitments that DFC can have at any given time and enable DFC to back bigger deals.
  • Fix the budget rule accounting for DFC’s equity investments. The BUILD Act granted DFC the authority to make direct equity investments, an arrangement that grants the United States unique influence by giving DFC partial ownership in individual companies and projects. Oftentimes, this means DFC earns a voice in management decisions, enabling DFC to ensure projects align with development and US policy goals. Unfortunately, this authority has been underutilized due to an administrative rule with an outsized impact. Under current federal budget rules, DFC’s equity investments are treated as grants, assuming a total loss on 100 percent of DFC’s equity investments. Instead, DFC’s equity investments should be reflected using net present value scoring, which accounts for the likelihood of financial return over time to determine the true cost to taxpayers.
  • Emphasize the importance of collaboration. The United States should pool funding with allies and partners’ development finance institutions to meet the scale and speed needed to match Chinese state-backed capital. DFC already has partnerships with Australia, Japan, and the Inter-American Development Bank; these partnerships should cut the burden of dealmaking in half, not double it. DFC should work with US partners to create standard due diligence requirements, term sheets, and agreements. This will create opportunities for more effective collaboration across institutions and help joint projects move forward faster.

To streamline operations:

  • Increase the threshold of investments subject to congressional notification. While the notification process allows for additional oversight and gives Congress the opportunity to raise concerns, this bar is currently set at $10 million, an extremely low threshold that imposes a significant administrative burden for roughly 60 percent of DFC transactions.
  • Improve staffing. DFC was built to be a lean and dynamic entity akin to a private corporation, but in practice, it has not been given the personnel and resources it needs to work efficiently. The Office of the Inspector General’s most recent report on DFC found that staffing was insufficient to perform robust site visits. DFC has been steadily growing its workforce and had a total of 675 employees in 2024, but the corporation has not released updated staffing figures since the US government terminated all probationary employees earlier this year. The World Bank has more than thirteen times as many employees managing a portfolio less than twice the size of DFC’s. Furthermore, the salaries of DFC’s investment professionals with prior deal experience are roughly a quarter of their private-sector peers’. Having more staff on board—and compensating them fairly—will help to move transactions through DFC’s project preparation workflows more efficiently.

Conclusion

The most common refrain in commentary on US-China competition in LICs and LMICs is that “don’t take China’s money” is not a policy. It is not tenable to beg host governments not to make deals with China, especially when China is the only option for meeting urgent development needs. For many years, experts have repeated the same recommendation to the US government: show up. Offer a US-led alternative to Chinese capital. DFC represents a major step in the right direction. The last seven years have been proof of concept. Now, Congress must scale it and commit resources that will allow DFC to live up to its full potential.

About the author

Related content

Explore the program

The Global China Hub tracks Beijing’s actions and their global impacts, assessing China’s rise from multiple angles and identifying emerging China policy challenges. The Hub leverages its network of China experts around the world to generate actionable recommendations for policymakers in Washington and beyond.

The post Leveraging Beijing’s playbook to fortify DFC for global competition appeared first on Atlantic Council.

]]>
Addressing China’s military expansion in West Africa and beyond https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/addressing-chinas-military-expansion-in-west-africa-and-beyond/ Thu, 21 Aug 2025 18:00:00 +0000 https://www.atlanticcouncil.org/?p=868957 As China expands its military reach in West Africa, the United States risks losing strategic ground on the continent. The next National Defense Strategy must confront China’s ambitions beyond the Indo-Pacific, balancing defense diplomacy, bilateral military relationships, and counterterrorism.

The post Addressing China’s military expansion in West Africa and beyond appeared first on Atlantic Council.

]]>

This issue brief is part of the Scowcroft Center for Strategy and Security’s National Defense Strategy Project, outlining the priorities the Department of Defense should address in its next NDS.

Executive summary

The next National Defense Strategy (NDS) is being drafted at a critical moment when the United States risks permanently ceding strategic influence to China in Africa—especially West Africa—without a reimagined approach to the continent. With lifesaving foreign assistance drastically reduced due to the current administration’s budget cuts to the US Agency for International Development (USAID) and State Department programs, along with uncertain economic effects from tariffs, the United States has voluntarily weakened its diplomatic and economic tools to influence and support Africa.  

This reality gives additional weight to the importance of defense diplomacy and military cooperation as critical means by which the United States can exercise strategic influence in the region. While the US administration may be looking to narrow the United States’ role on the continent, Africa is too vast, important, and complex to attempt bilateral defense diplomacy, military-to-military relations, and counterterrorism efforts on the cheap, by proxy, or from afar. 

Key issues for the Department of Defense (DoD) include acknowledging the looming strategic dilemma posed by China’s increased influence in Africa; developing a cohesive and responsive strategy to counter that influence; managing bilateral defense relationships; and addressing other regional priorities such as Russia’s growing influence and counterterrorism issues, which also have inextricable connections to China. The new NDS needs to lay a foundation to address these challenges. The alternative is over-regionalization of the China challenge to the Indo-Pacific, which could impose short-sighted limitations that will affect the US role in Africa for years to come.

View the full issue brief

About the author

Related content

Explore the program

The Adrienne Arsht National Security Resilience Initiative, in the Scowcroft Center for Strategy and Security, works to advance resilience as a core tenet of US and allied national security policy and practice.

The post Addressing China’s military expansion in West Africa and beyond appeared first on Atlantic Council.

]]>
Why the rule of law is the key to prosperity: Lessons from thirty years of data  https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/why-the-rule-of-law-is-the-key-to-prosperity-lessons-from-thirty-years-of-data/ Wed, 20 Aug 2025 13:00:00 +0000 https://www.atlanticcouncil.org/?p=868146 Thirty years of global data point to one conclusion: the rule of law is the most important driver of prosperity. Strong legal systems foster trust, investment, and stability. Where laws are predictable and applied equally, societies thrive; where they weaken, reforms falter and prosperity stalls.

The post Why the rule of law is the key to prosperity: Lessons from thirty years of data  appeared first on Atlantic Council.

]]>

Bottom lines up front

  • Thirty years of global data are clear: The rule of law is the most influential factor for long-term economic growth and societal wellbeing.
  • Countries with robust rule of law see greater progress in political and economic reforms. Legal clarity, judicial independence, and accountability create the foundation for successful governance and thriving markets.
  • Rule of law is declining worldwide, even in advanced economies. Reversing this trend requires coordinated reforms and investment in judicial capacity from governments, donors, and the private sector.

Table of contents 

What drives long-term prosperity and where should reform begin? Data suggest that the rule of law consistently emerges as the most influential factor—outperforming economic and political freedom—in driving prosperity, not only enabling economic growth but also reinforcing political and market reforms.  

Institutions are critical to development, yet they remain notoriously difficult to define and measure. Concepts like democracy, rule of law, or market economy are interpreted differently across different contexts, and scholarly debates frequently get mired in theory rather than grounded analysis. 

To cut through this complexity, the Atlantic Council’s Freedom and Prosperity Center takes a pragmatic and functional approach. Instead of debating abstract definitions, we focus on how core institutional domains operate in practice, and how they shape a country’s trajectory. 

The Freedom Index developed by the Atlantic Council’s Freedom and Prosperity Center offers a clear framework to do just that. It rests on the idea that a country’s institutional foundation is made up of three interrelated domains: political, legal, and economic. These domains can be empirically assessed through the degree of freedom they confer on individuals and enterprises. 

Each pillar of the Index captures a distinct facet of institutional quality:  

  • the political subindex evaluates how executive authority is attained and constrained; 
  • the legal subindex examines the rule of law, that is, the adherence to laws by both citizens and public officials; and  
  • the economic subindex assesses the extent to which markets, rather than the state, allocate resources.  

Each is given equal weight to constitute the Freedom Index.  

What sets the Freedom Index apart is its methodological clarity and empirical breadth. It translates complex institutional arrangements into measurable components, generating scores for 164 countries from 1995 to 2024. This allows a deeper examination of how each pillar—economic, political, and legal—functions in practice and influences a country’s long-term development and prosperity. 

The Freedom and Prosperity Center’s research aims to investigate the relative impact of different institutional pillars and how they interact over time. While the rule of law emerges as the most influential factor, durable prosperity depends on the strength and interplay of all three institutional pillars—political, legal, and economic. The data simply offer indications of where reform efforts should begin, especially in contexts where progress must be sequenced or prioritized.   

Rule of law is the strongest driver of prosperity 

What do the most prosperous countries have in common? The data are clear: The rule of law is the strongest institutional driver of prosperity. It outperforms both political and economic freedom as a predictor of a country’s overall wellbeing. 

Table 1. Rule of law shows the strongest correlation with overall prosperity 

The rule of law then appears pivotal for building a stable, just, and prosperous society. It ensures that everyone, including and especially those in power, is subject to and accountable under the law. By having a robust and trusted rule of law, citizens have a framework so that when disputes occur, they know the system will ensure adequate protections. This not only ensures individual’s rights are protected by the law but also fosters economic development. Having environment where the rule of law is predictable and stable encourages more investment, innovation, and durable growth. 

Its impact goes beyond economic growth. Across most dimensions of prosperity—such as income levels, life expectancy, and the treatment of minorities—the rule of law exerts the strongest and most consistent influence, and stands out as the dominant factor overall. 

Figure 1. The rule of law shows the strongest correlation to most indicators of prosperity 

The rule of law is an enabler of political and economic reforms 

The rule of law might not only support prosperity but also underpin progress in other institutional domains. When we examine pairwise correlations between the rule of law, economic freedom, and political freedom, we find that both economic and political freedom correlate most strongly with the legal foundation provided by the rule of law. This indicates that the rule of law may serve as an enabler of democratic governance and market reforms.  

Table 2. The rule of law correlates strongly with economic and political freedom 

Case in point: Rwanda and Nigeria show two diverging paths 

In 1995, Rwanda and Nigeria had nearly identical scores on the Freedom Index score, which averages countries’ performance across the three pillars: the rule of law, economic freedom, and political freedom. Over the next three decades, both countries made substantial progress, reaching similar overall levels by 2024.  

However, the composition of their gains differed significantly. Rwanda’s improvement was driven by steady advances in the rule of law and economic freedom, while levels of political freedom remained largely unchanged. In contrast, Nigeria’s rise was largely the result of a sharp increase in political freedom following its transition from a military autocracy to a civilian-led democracy in 1999, with limited and inconsistent progress in legal and economic institutions. 

Figure 2. Rwanda focused on rule of law and market reforms, whereas Nigeria led with political liberalization 

These divergent experiences reflect two distinct models of institutional development. Rwanda followed a path that prioritized stability, legal order, and economic liberalization, while limiting political pluralism. This approach resembles the pre-democratic phases of South Korea and Spain, where legal and economic modernization preceded political opening. Nigeria, by contrast, pursued a “democratization first” model, mirroring the trajectory of many Latin American countries during the third wave of democratization at the end of the last century, where political liberalization outpaced improvements in state capacity and market openness. 

While Rwanda’s case is of course unique because of the 1994 genocide, the continued restrictions on political freedom may be holding back its full potential. In the aftermath of 1994’s events, the country focused on restoring security, rebuilding legal institutions, and reconstructing the economic landscape. These efforts have produced impressive gains in prosperity. The outcome is measurable: Between 1995 and 2024, Rwanda’s Prosperity Index score increased by 19 points (out of 100), while Nigeria’s rose by almost 13 points.   

However, despite these successes, Rwanda has yet to make the leap to full democratization, unlike South Korea and Spain, which transitioned to democracy and reaped long-term economic dividends. Rwanda’s gains were more stable and broad-based, but its long-term trajectory may depend on whether it embraces the political freedom reforms that historically accompany and reinforce sustained prosperity. In fact, according to our 2025 Freedom and Prosperity Indexes: How political freedom drives growth, democratizing countries see an average 8.8 percent boost in gross domestic product (GDP) per capita over twenty years compared to those that remain authoritarian. 

Nigeria offers a striking example of  political liberalization that has not been matched by corresponding advances in legal and economic institutional reforms. Following Nigeria’s transition to democratic governance in 1999, the country has seen significant improvement in the early years. However, in the past ten years, the country has seen a decline in political freedom, though the level remains higher than in 1999. Much of the improvement has encountered challenges, as improvement of political freedom has not been accompanied by continuous process in economic liberalization and building strong rule of law system.  

Economic liberalization has been inconsistent and sector-specific. While sectors such as telecommunications and banking have undergone meaningful reforms, erratic trade policies, and persistent uncertainty in the oil sector have hindered the development of a balanced market economy.  

Meanwhile, legal institutions continue to underperform, hampered by corruption, bureaucratic inefficiency, and insecurity. For nearly three decades, Nigeria’s score on bureaucracy and corruption has remained below the regional average, ranking 133 out of 164 countries. Politically motivated violence and instability, measured in our security component, are even more troubling, with Nigeria ranking 151 out of 164. Weak rule of law and politicized institutions have enabled rent-seeking elites to control the political landscape, carving out electoral integrity and public trust. 

Nigeria has made undeniable progress in political freedom, but without stable market frameworks and a robust legal foundation, the country’s overall development trajectory remains constrained. 

A decade of global decline in rule of law

Despite its critical role, the rule of law has been in global decline for more than a decade.  Rule of law scores have dropped for eleven consecutive years, bringing the world to a seventeen-year low.  

No country is immune to institutional erosion, and even societies long thought to be anchored in the rule of law are experiencing significant setbacks.

This trend affects all five legal components: clarity of the law, judicial independence and effectiveness, security, informality, and bureaucracy and corruption. Among them, clarity of the law has seen the steepest drop. 

Strikingly, the steepest declines occurred in OECD countries (members of the Organisation for Economic Co-operation and Development), those with the highest incomes and strongest historical rule of law traditions. While their absolute scores remain higher than non-OECD countries, the rate of deterioration is greater. 

Figure 3. OECD countries have seen a steeper decline in four of the five components of rule of law  

Clarity of the law has seen the sharpest decline among all components in both OECD and non-OECD groups, with a drop of 6.6 points in OECD countries and 2.7 points in non-OECD countries. However, when examining individual countries instead of group averages, the decline is more uneven in non-OECD countries. The top decliners among non-OECD countries have seen steeper individual drops. In contrast, although the average decline is greater among OECD countries, their top decliners in the group did not fall as drastically.  

Among the OECD countries, the United Kingdom (-18.20), South Korea (-18), Canada (-17.70), Mexico (-16.80), and France (-14.60) saw the biggest decline in the factors that make up the “clarity of the law” measure. Among the non-OECD countries, top decliners include Nicaragua (-35.60), Afghanistan (-33.50), El Salvador (-26.30), Myanmar (-24.60), and Benin (-24.50).  

Clarity of the law measures whether legal systems are consistent, public, non-contradictory, and predictably enforced. A decline indicates that countries are enacting laws that are less consistent within their legal systems. This also suggests that laws are applied more unevenly and less predictably due to the inconsistent nature of the change.   

Case in point: Chile reverses the trend

Chile’s recent experience illustrates both the risks of institutional decline and the potential for recovery through public mobilization and legal reform. The period of social unrest from 2019 to 2022 (known in Chile as the estallido social, the “social outburst”) saw widespread protests over the cost of living, inequal access to education and healthcare, and perceived institutional shortcomings. In response, the government imposed states of emergency, restricted freedom of movement and assembly, and faced criticism for police violence. This period coincided with a significant drop in Chile’s “clarity of the law” score, reflecting public uncertainty over legal norms, emergency measures, and the consistency of law enforcement. 

Amid these challenges, Chile undertook substantial efforts to address institutional weaknesses. At the end of 2019, political parties signed the “Agreement for Peace and a New Constitution” (Acuerdo por la Paz Social y la Nueva Constitución). It marked the official political commitment to begin a constitutional reform process to rebuild public trust and update legal frameworks. Although the new constitutional proposals were ultimately rejected in two referenda (2022 and 2023), the process itself broadened public engagement and debate on rule of law issues. Complementing these efforts, Chile enacted a major Economic Crimes Law in 2023, introducing stronger measures for corporate accountability and anti-corruption enforcement. 

Figure 4. Chile’s rule of law (legal subindex) fell sharply in 2019 but has since improved, driven by constitutional and legal reforms 

As a result of these initiatives, Chile has seen recovery in key aspects of the rule of law, particularly regarding legal clarity and accountability. The country demonstrates that targeted legal reforms and sustained civil society engagement can help stabilize institutional performance after a period of decline. Yet, ongoing political polarization and debates over institutional legitimacy remain, highlighting that recovery is often incremental rather than absolute. Chile’s case underscores both the vulnerabilities and resilience of rule of law institutions in the face of social and political upheaval. 

What comes next?

The thirtieth year of the Freedom and Prosperity Indexes presents an urgent signal: The rule of law, foundational to prosperity and stability, is at its lowest point in nearly two decades. The data point to an uncomfortable reality: Even the most established democracies are not immune to institutional erosion, as setbacks to the rule of law could be seen worldwide.

This decline is not merely a legal or academic concern.

When the rule of law falters, the consequences are felt across every sector: Investors lose confidence, entrepreneurship stalls, corruption and informality expand, and trust weakens.

As these findings show, rule-of-law deterioration undercuts the effectiveness of political and economic reforms, stalling development and undermining the prospects for shared prosperity. 

Yet that decline is not inevitable or irreversible. With sustained public pressure, civil society mobilization, and strategic government action, countries can recover lost ground and rebuild legal institutions, even after deep crises or periods of instability. Reform is rarely linear, and gains can be fragile, but targeted interventions have demonstrated real impact. 

To reverse the downward trend and lay the groundwork for renewed prosperity, the following priorities are essential. 

For governments: 

  • Make rule-of-law reform a strategic priority, not just a technocratic fix. Legal clarity, equal application of the law, and independent enforcement should be core to all reform agendas. 
  • Invest in judicial independence and capacity, including transparent appointments, adequate resources, and training to resist political interference. 
  • Combat informality and corruption by making formal participation more accessible, leveraging digital tools, and streamlining bureaucratic processes. 
  • Build legitimacy and trust by engaging citizens in legal and constitutional reforms, and by strengthening accountability mechanisms for public officials. 

For donors and international financial institutions: 

  • Link aid and concessional finance to measurable improvements in rule of law and judicial effectiveness, rather than just outputs or legislative changes. 
  • Prioritize partnerships with countries that appreciate the importance of rule of law reforms for their own benefit.  
  • Support local civil society and independent media to foster public demand for legal reforms and hold institutions accountable. 
  • Prioritize justice sector and anti-corruption programming as core elements of economic development support, not afterthoughts. 

For the private sector and investors: 

  • Champion transparency in contracts and dispute resolution to build market confidence. 
  • Collaborate with governments and reformers to develop and promote best practices in regulatory governance, compliance, and legal predictability. 
  • Advocate for stable and predictable legal environments, recognizing that long-term returns depend on the health of underlying institutions. 

Ultimately, unlocking prosperity requires more than piecemeal reforms or technical fixes. It demands a strategic and coordinated effort to strengthen all pillars of institutional quality—political, legal, and economic—with special attention to the enabling power of the rule of law. By learning from three decades of global data and country experiences, policymakers and stakeholders can sequence reforms, prioritize the most impactful interventions, and build resilience against future shocks.  

Political liberalization can act as a powerful catalyst for progress, especially when it helps correct institutional deficits. At the same time, the impact of democracy on growth is not automatic or immediate; it depends on timing, national conditions, and the broader institutional environment. This underscores a central insight of the Freedom and Prosperity Indexes: that freedom, when exercised in its full political, legal, and economic dimensions—is not just a moral imperative, but a pragmatic path to shared prosperity.

Explore the data

The Freedom and Prosperity Indexes rank 164 countries around the world according to their levels of freedom and prosperity. Use our award-winning site to explore twenty-nine years of data, compare countries and regions, and examine the sub-indexes and indicators that comprise our indexes.

About the authors

Related content

Stay Updated

Get the latest program developments, reports & research, and events.

Explore the program

The Freedom and Prosperity Center aims to increase the prosperity of the poor and marginalized in developing countries and to explore the nature of the relationship between freedom and prosperity in both developing and developed nations.

The post Why the rule of law is the key to prosperity: Lessons from thirty years of data  appeared first on Atlantic Council.

]]>
For enduring normalization, Israel must back democracy in Sudan https://www.atlanticcouncil.org/blogs/menasource/normalization-and-peace-between-sudan-and-israel/ Tue, 19 Aug 2025 15:25:34 +0000 https://www.atlanticcouncil.org/?p=868467 Israel should align itself with Sudan’s genuine pro-democracy civilian forces—not its military elites.

The post For enduring normalization, Israel must back democracy in Sudan appeared first on Atlantic Council.

]]>
As the conflict in Sudan rages on, reports have emerged that the commander of the Sudanese Armed Forces (SAF), General Abdel Fattah al-Burhan, is seeking to finalize normalization with Israel in exchange for political and military support.

Recently, such reports resurfaced when Israeli media outlets reported that Burhan’s special envoy visited Israel in April. According to these outlets, the envoy allegedly explained that the SAF had turned to Iran for military assistance only after failing to secure Israeli backing, and that Burhan was ready to fulfill any conditions set by Israel to expedite the completion of the agreement, although an SAF spokesperson denied such reports.

Given that the security rationale for finalizing normalization remains compelling, it is possible that Israel may still consider pursuing relations with the SAF. There is no doubt that the normalization of relations between Sudan and Israel holds great promise—particularly in areas such as technology, education, security, and agriculture. But for this promise to be realized, normalization must occur under a legitimate, civilian government and in a time of peace—not during war and authoritarian rule.

On October 23, 2020, Sudan and Israel announced their intention to normalize relations in a video call that included US President Donald Trump, then serving his first term, and Sudanese Prime Minister Abdalla Hamdok. Then, on January 13, 2021, I (serving as the Sudanese minister of justice at the time) signed the Abraham Accords on behalf of Sudan. Within months, Sudan repealed the long-standing Israel boycott law that had been in force since 1958.

The official signing of the full normalization agreement was supposed to take place in Washington, DC, in November 2021. However, a military coup led by Burhan on October 25, 2021, derailed this significant step. The outbreak of war on April 15, 2023—waged between the SAF, led by Burhan, and the Rapid Support Forces (RSF), led by General Mohamed Hamdan Dagalo (known as “Hemedti”)—upended normalization efforts and extinguished the hope of returning to a civilian-led democratic transition.

Israel may indeed be tempted by immediate security considerations to engage with the de facto authorities in Port Sudan. Yet, doing so would be a grave strategic miscalculation.

Security is a fundamental responsibility of any state. It is entirely reasonable for Israel and any other state, for that matter, to prioritize security in its foreign relations. However, security must be understood and prioritized in broad and strategic, not tactical, terms. A short-sighted alliance with Sudan’s military regime—currently unconstitutional, illegitimate, and destabilizing—would not promote true security for Israel, Sudan, or the region.

Normalizing relations with Sudan’s military elite, who publicly glorify war and vow to fight for another one hundred years, poses a direct threat to Sudan’s unity, Israel’s security, and the region’s stability. The SAF’s alignment with self-proclaimed jihadist forces, such as the Al-Bara ibn Malik brigade forces, and its growing ties with Iran signal the return of a dangerous and destabilizing political order. As stated in a report by the Sudan Peace Tracker, this alignment is deeply troubling; the SAF is providing them with official backing, military infrastructure, and battlefield coordination. This partnership has not only legitimized this and other extremist groups within the SAF’s structures but also enabled their rapid expansion and radicalization efforts under the cover of popular resistance—transforming these groups from tactical proxies into powerful actors, posing a long-term threat to Sudan’s stability and the wider region.

SAF’s rapprochement with Iran has enabled the latter to reestablish a strategic military foothold in Sudan—with tunnel networks, advanced weaponry, and strengthened ties with Islamist factions within the army. Iran has undertaken this as part of a broader effort to leverage Sudan’s instability to threaten Israel, counter US influence, and expand its regional power projection.

While some view the SAF’s outreach to Iran as an act of desperation, the relationship is, in point of fact, rooted in shared ideological foundations: anti-democracy, anti-West, and anti-Israel. Like Iran’s regime, the SAF targets activists advocating for democracy and civilian rule. Such voices have been arrested and tortured by the security agencies in the areas they control. The SAF and Islamists are ideologically against the West for reasons including that the West supports pro-democracy organizations. They are also inherently against Israel, especially considering suspicions that the 2009 and 2012 attacks on Sudan are believed to have been carried out by Israel, with the aim of preventing Iranian arms from being transferred to Hamas along what has been called a deeply entrenched arms corridor. Reiterating a well-known Islamist rhetoric, the SAF assistant commander-in-chief earlier this year blamed “powerful actors in the region” for the war in Sudan, claiming the war and destruction of Sudan is part of a strategy to permanently secure the state of Israel. 

SIGN UP FOR THIS WEEK IN THE MIDEAST NEWSLETTER

The SAF has given too much power to Sudan’s Islamist movement and is aligned with the former ruling National Congress Party. The same network once hosted Osama bin Laden and built strong ties with Tehran. Iran’s provision of drones, military training, and intelligence support is part of a broader effort to reassert influence in the Red Sea region through ideologically aligned proxies; Sudan’s geostrategic location makes this alignment all the more dangerous.

Finally, the current de facto authorities have reversed the progress made by Sudan’s transitional civilian government in dismantling former Sudanese leader Omar al-Bashir’s Islamist regime. The transitional government had worked to remove party loyalists who were appointed illegitimately or illegally and repeal policies of “empowerment” that Bashir’s former regime had utilized to control the bureaucratic and military institutions of the state. However, the current de facto authorities have reinstated most elements of Bashir’s regime and are, therefore, reviving the very order that once endangered regional and international security. For example, in July, the newly SAF-appointed de facto Prime Minister Kamil Idriss appointed Lemia Abdel Ghaffar as minister of cabinet affairs. She is an Islamist whom Hamdok had previously dismissed from her post as secretary-general of the National Population Council. Idriss also appointed Abdullah Darf, one of Bashir’s lawyers and an Islamist who had held numerous state and local posts during Bashir’s era, as minister of justice. 

Backing the SAF would not bolster a stabilizing partner; it would empower a military institution that has incorporated extremist groups intent on reviving an Islamist-authoritarian regime. History offers clear warnings that tactical cooperation with Islamist forces has consistently backfired, from Afghanistan to the Sahel. Port Sudan could—and likely would—exploit normalization to gain military and political leverage while continuing to oppose civilian governance and harbor animosity towards Israel.

Additionally, Sudan’s history has shown that sustainable peace and stability are impossible without democratic governance. Its complex political, ethnic, and cultural diversity cannot be managed through authoritarian rule. The current Port Sudan military regime is deeply unpopular among the vast majority of Sudan’s pro-democracy and pro-peace organizations and groups. Pro-democracy civilian opposition remains strong and determined. The establishment and continuation of autocratic or authoritarian rule will only deepen instability and create space for extremist actors to operate.

Israel should align itself with Sudan’s genuine pro-democracy civilian forces—not its military elites. These civilian actors represent the future of a stable, inclusive Sudan and do not pose a threat to Israel or the region. On the contrary, a democratic Sudan would be a true partner for peace, cooperation, and development.

The signing of the Abraham Accords between Sudan and Israel was historic and reflective of a regional movement toward peace and cooperation. Both countries stand to benefit immensely from a genuine partnership grounded in legitimacy and mutual respect.

If Israel is truly committed to long-term security and regional stability, it must unequivocally support peace and democratic governance in Sudan. Doing so will not only help Israel avoid the perception of propping up a military dictatorship but also prevent strategic misalignment with actors who view normalization as a means to gain power, while remaining ideologically opposed to Israel and civilian rule.

Sudan and Israel have much to gain from normalized relations, both economically, diplomatically, and strategically. But normalization must be rooted in legitimacy, not desperation; in peace, not war; and shared democratic values, not transactional opportunism. The road to genuine and enduring normalization and full diplomatic relations between Sudan and Israel runs through Sudan’s democratic forces—not the Islamist, anti-democratic generals entrenched in Port Sudan or elsewhere in the country. 

Nasredeen Abdulbari is a nonresident senior fellow with the Atlantic Council’s N7 Initiative and formerly served as Sudan’s minister of justice during the transitional government. He signed the Abraham Accords on behalf of Sudan. 

The post For enduring normalization, Israel must back democracy in Sudan appeared first on Atlantic Council.

]]>
Boulos’s North Africa trip reinforces US ‘deals, not aid’ strategy https://www.atlanticcouncil.org/blogs/menasource/bouloss-north-africa-trip-reinforces-us-deals-not-aid-strategy/ Tue, 19 Aug 2025 13:07:49 +0000 https://www.atlanticcouncil.org/?p=868383 The US senior advisor for Africa's visit to the region showcases that Washington still considers North Africa to be central to its foreign policy.

The post Boulos’s North Africa trip reinforces US ‘deals, not aid’ strategy appeared first on Atlantic Council.

]]>
In the final days of July, Massad Boulos, the US senior advisor for Africa, visited several countries in North Africa.

Overall, his visit reflected the Trump administration’s “deals, not aid” approach, which is intended to shift foreign policy from values-based principles to a more transactional strategy. Nevertheless, Boulos was warmly received during his visit, particularly in Algeria and Libya, a signal that US influence remains strong in these North African countries and that the current administration could still have a significant impact in solving some of the region’s most pressing issues.

During his first stop, Boulos met with Tunisian President Kaid Saied and later with Foreign Minister Mohamed Ali Nafti to discuss bilateral ties and strengthening collaboration on fighting terrorism and boosting trade. Saied reiterated his stance on noninterference by external governments, which he has stood by since coming to power in 2019—and especially so in response to international criticism of his jailing of opposition voices, lawyers, and journalists. He also used the occasion to champion the Palestinian cause, showing Boulos a picture of starving children in Gaza, which appeared to cause a moment of tension between the two leaders.

Several issues were notably absent from the conversation. One such issue was migration: Illegal migration from North Africa to Europe has recently increased, and Tunisian border police have been dismantling makeshift migrant camps to avoid a further surge in migration to Europe. Such surges, especially if sudden, can present significant challenges for Europe, a key ally and trading partner of the United States. In the past, and especially under the Biden administration, the thorny migration issue has been a topic of interest for European leaders during bilateral talks with the United States. For example, in July 2023, Italian Prime Minister Giorgia Meloni met with former US President Joe Biden. The official communiqué emerging from the meeting highlighted migration from Tunisia as a key issue, an addition that may have been made to secure Italy’s continued support for Ukraine.

Today, migration is still a top issue of national interest for Europe. And at a moment when transatlantic cooperation is so critical for a number of US priorities, including countering Russia, a Europe destabilized by uncontrolled migration may come at great costs for the United States. However, by overlooking the North African migration issue while visiting Tunisia, Boulos missed an opportunity to send an important signal of unity to the United States’ transatlantic allies, especially as Europe grows more and more concerned about Russia cooperating with Field Marshal Khalifa Haftar in Libya on weaponizing migration against Europe.

Similarly, it does not appear as though Boulos addressed the issue of US aid (frozen under the Biden administration), consistent with Trump’s shift away from aid and toward a more transactional and business-oriented approach. The United States was one of Tunisia’s largest sources of foreign aid, providing hundreds of millions of dollars in assistance, later cutting much nonmilitary aid after Saied tightened his grip on power in July 2021.

Also absent from the conversation, at least according to publicly released reports, were Tunisia’s stalled negotiations with the International Monetary Fund (IMF), which have been paused since 2023, when Saied accused the organization of imposing strict conditions on the country. Tunisia is in immediate need of support and reform; the economy remains vulnerable, with unemployment at 15.7 percent and a widening trade deficit (from $2.79 billion to $3.46 billion in the first quarter of 2025). But without IMF support, the country’s economy risks tanking even further, incentivizing migrants to cross illegally into Europe. Given that the United States is the largest shareholder of the IMF, it holds significant influence and leverage, but the apparent lack of mention of this issue at the Boulos visit was a missed opportunity to try persuading Tunisia to go back to the negotiating table.

Trump’s foreign-policy stance was particularly evident during Boulos’s trip to Libya, with the signing of an eight-billion-dollar oil and gas exploration deal. The project at the center of the deal is set to begin in 2026 and will see US construction consulting company Hill International work with Mellitah Oil and Gas (a joint venture of Libya’s National Oil Corporation and Italy’s Eni) to boost Libya’s oil output and direct oil exports to Europe. The agreement’s current goal is to ramp up gas production to 750 million cubic feet of gas per day with the construction of additional gas fields.

The deal was facilitated by ongoing backchannel cooperation happening in the two rival governments, between the Tobruk-based one headed by Haftar and the one based in Tripoli (and recognized by the United Nations), led by Prime Minister Abdul Hamid Dbeibah. While at loggerheads over most other issues concerning the country, resulting in a prolonged civil war, the two sides collaborate on matters concerning oil and gas, as these form the bedrock of Libya’s economy. During his trip, Boulos met with both Dbeibah and Hafter, signaling a continuation of the US posture of legitimizing both governments despite the United Nations’ stance.

In Algeria, Boulos was warmly received by Algerian President Abdelmadjid Tebboune, likely in part the result of a military agreement the United States signed with Algeria earlier this year, which pledges cooperation between US and Algerian troops and paves the way for potential weapons sales. This warm welcome is a good sign for advancing US influence in the region. Algeria, since Morocco joined the Abraham Accords in 2020 and since the United States recognized Morocco’s sovereignty over Western Sahara, has been isolating itself from the United States and growing closer to longtime ally Russia. For example, it applied to become a BRICS member in 2023 (but later withdrew it after growing frustrations because it was excluded from that year’s summit) and signed a Declaration of Enhanced Strategic Partnership later that same year. With Algeria spending the most on its military among African countries, a military that sources much of its weaponry from Russia, the US-Algeria deal reflects Washington’s foreign-policy strategy to, through deals, keep Algeria balancing between the two superpowers, positioning it as a potential swing player in the broader great-power competition.

Despite the warm welcome, it is safe to assume that Tebboune was disappointed by Boulos’s reiteration of the United States’ stance in support of Moroccan sovereignty over Western Sahara. Algiers supports Western Sahara’s independence and it is unlikely this position will shift any time soon, particularly after fifty years of tension and periodically conflict. Thus, Algeria may begin to more strictly isolate itself from the United States and look for increased support elsewhere—for example, China and Russia—and continue exerting influence in neighboring Tunisia. Algeria’s continued isolation could pose challenges for a number of US partners, including European allies such as Italy, which heavily rely on energy exports from Algeria following efforts to reduce dependence on Russian gas and oil. This enables Algeria, if it does stand firm on its isolation, to have more leverage in attempting to shift the balance of power to its favor vis-à-vis the Western Sahara issue.

Nonetheless, Boulos’s visit yielded positive results, showcasing that the United States still considers the region important and central to Washington’s foreign policy, particularly as it looks to manage global competition with China and Russia—and as other countries consider tilts eastward.

Alissa Pavia is the associate director of the North Africa Initiative at the Atlantic Council’s Rafik Hariri Center & Middle East programs.

The post Boulos’s North Africa trip reinforces US ‘deals, not aid’ strategy appeared first on Atlantic Council.

]]>
Cameroon could bridge the gap in US cocoa and timber imports https://www.atlanticcouncil.org/blogs/africasource/cameroon-could-bridge-the-gap-in-us-cocoa-and-timber-imports/ Fri, 15 Aug 2025 14:21:11 +0000 https://www.atlanticcouncil.org/?p=864571 As cocoa prices surge and timber demand grows, Cameroon stands out as a strategic trade partner. US firms and policymakers have yet to fully seize the opportunity.

The post Cameroon could bridge the gap in US cocoa and timber imports appeared first on Atlantic Council.

]]>
In recent years, the United States has steadily ramped up its commercial engagement in Africa. Nonetheless, many markets across the continent remain underexplored, and many sectors lie untapped. Cameroon is a telling case in point.

US firms have traditionally focused on Cameroon’s hydrocarbons, but reserves and output are steadily declining. As a result, the country urgently needs to diversify its exports to sustain economic growth and preserve its foreign exchange reserves. Two commodities stand out in this regard: cocoa and timber, both of which the United States must import to meet domestic demand. Yet little action has been taken by US policymakers and firms to capitalize on this opportunity.

With the African Growth and Opportunity Act (AGOA) set to expire in the coming months, prompt steps to encourage greater US investment in these sectors could provide a blueprint for mutually beneficial trade—one that creates US jobs while bolstering Cameroonian industry and development.

Cameroon’s cocoa surge meets US demand

Cocoa products are Cameroon’s second-largest commodity export after hydrocarbons, including both raw cocoa beans and cocoa paste. The country consistently ranks among the world’s top ten exporters of these products. Over 90 percent of its cocoa—prized for its flavor and high butter content—is grown by smallholder farmers, with more than five hundred thousand Cameroonians depending on the trade for income. Cocoa exports have surged in recent years, peaking in 2023.

Cameroon’s cocoa trade has expanded even as production has declined elsewhere in Africa. In Ghana and Côte d’Ivoire—the world’s two largest cocoa suppliers—crop disease and drought have led to sharp decreases in yield. This has caused a global price surge, left sourcing firms undersupplied, and triggered a scramble to secure cocoa from Cameroon.

US firms are especially affected. As some of the world’s largest importers of cocoa paste—and with cocoa beans grown in the United States only on a small scale in Hawaii—they rely heavily on imports. The domestic market for cocoa products exceeds $15 billion, yet most US imports still come from Ghana and Côte d’Ivoire. Given the risks of overreliance on these two countries, Cameroon presents a strategic opportunity for diversification—particularly as its government has announced plans to increase cocoa paste exports to 50 percent of total output.

Unlocking untapped potential in the tropical timber sector

Cameroon is also one of the world’s top exporters of tropical timber. Although the United States typically imports this resource from South America and Asia, Cameroon plays a critical role in the global market. Of the three hundred to five hundred species classified as tropical timber, as many as eighty can be commercially grown in the country—including high-value varieties like Ayous, Sapelli, Azobé, and Ebony woods, used in everything from musical instruments to infrastructure.

Cameroon mainly exports logs and sawn wood—products that are largely unprocessed. In recent years, however, the government has sought to limit such exports and boost domestic timber processing. Export duties, which have doubled since 2013, are a key part of this strategy—though still less restrictive than Gabon’s outright ban on logs and certain sawn wood exports.

Most logging land is government-owned and divided into so-called Forestry Management Units (FMUs) through public tenders. Companies gain access either through a sale of standing volume or an exploitation agreement—both of which enable industrial-scale production. Firms can choose FMUs based on the trees they contain, but the public tender process is vulnerable to political manipulation. A lack of centralized oversight also allows illegally sourced timber to enter the legal supply chain, complicating adherence to international conservation standards. Still, timber exports have continued to rise and are projected to grow further in 2025—highlighting the sector’s untapped potential.

Tropical timber is widely used across US industries but cannot be cultivated domestically, making imports essential for meeting demand and sustaining jobs. However, these imports—largely consisting of veneer and plywood—often involve costly shipping and complex, multi-country transit. Cameroon currently produces small quantities of both, and its government is offering new incentives to boost domestic processing.  

Turning promise into policy

Rising exports and new domestic incentives make Cameroon an increasingly viable partner—particularly as a reliable source of both timber and cocoa. Yet its full potential remains largely overlooked in the United States. This gap presents an opportunity for the Donald Trump administration to advance mutually beneficial trade ties—a key tenet of its Africa strategy. 

The most effective way for the administration to promote US commercial engagement in Cameroon’s cocoa and timber sectors is to help US firms overcome the initial barriers to market entry. Political risk and bureaucratic hurdles have long discouraged investment, making companies hesitant to commit capital. Targeted support—particularly in the form of early-stage equity—could help de-risk these ventures and enable US firms to enter the market.

The administration has already pledged to reorganize its development finance institutions to streamline funding and support US firms with the financial tools they need to grow their presence in Cameroon. The proposed increase of the Development Finance Corporation (DFC)’s budget in FY2026 presents an opportunity to assist US companies in obtaining the resources needed to make this expansion. 

Beyond facilitating market entry, preserving trade preferences for Cameroonian cocoa and timber is critical. These products currently enter the United States duty-free under the AGOA, giving them a competitive edge. However, the act is set to expire in September. Without renewal or replacement, tariffs will be reimposed—not just on Cameroonian goods, but on imports from across Africa. This would create logistical bottlenecks and raise costs for US firms importing from the continent.

To avoid these disruptions, bilateral agreements will be essential to sustaining trade and keeping prices stable—for everything from chocolate to wood flooring. In its trade dialogues with Cameroon, the United States should offer some form of continued duty-free access for key agricultural products. Increasing cocoa and timber exports is a priority for Cameroon—and a critical means of supporting US industries, jobs, and price stability at home. An initial agreement eliminating tariffs on these products could serve as a foundation and confidence-building measure for a broader trade framework in the future.

The administration also has an opportunity to deepen the opportunities for US firms in Cameroon by investing in Cameroon’s local agricultural processing infrastructure. It has emphasized its commitment to sustainable, inclusive growth abroad—including through a reimagining of US foreign assistance. Revitalized programs through the United States Department of Agriculture (USDA), the State Department, and the DFC offer opportunities to strengthen infrastructure— from roads to best practices in cocoa and timber farming.

Such targeted investments would not only facilitate exports but also improve livelihoods in Cameroon. In many cases, this infrastructure would serve multiple uses, enhancing connectivity and resilience beyond just the targeted sectors—maximizing the return on US investment.


R. Maxwell Bone is an advisor at Busara Advisors, a strategic advisory and commercial diplomacy firm focused exclusively on Africa.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post Cameroon could bridge the gap in US cocoa and timber imports appeared first on Atlantic Council.

]]>
Biased credit ratings are costing Africa billions—and worsening its health crises https://www.atlanticcouncil.org/blogs/africasource/biased-credit-ratings-are-costing-africa-billions-and-worsening-its-health-crises/ Thu, 14 Aug 2025 19:10:26 +0000 https://www.atlanticcouncil.org/?p=864585 As debt payments outpace spending on health and education, African leaders are renewing calls to overhaul a credit ratings system they say punishes reform and deepens fragility. Zambia is a case in point.

The post Biased credit ratings are costing Africa billions—and worsening its health crises appeared first on Atlantic Council.

]]>
As Zambia mourned the death of its former President Edgar Lungu on June 5, a quieter crisis was unfolding in the country’s public hospitals. Just days after Lungu’s passing, the Resident Doctors Association of Zambia suspended all voluntary services nationwide, citing the government’s failure to address long-standing promises. These included the recruitment of additional medical staff, payment of overdue allowances, and resolution of delayed promotions—commitments made during earlier negotiations with the Ministry of Health.

While the tragedy of leadership loss and the strain on frontline medical staff may seem unrelated, they are threads in the same fabric of fiscal and structural fragility that many developing nations face—a fragility tied, in part, to the opaque and discriminatory power of global credit rating agencies.

A system priced on perception

Zambia is one of more than fifty low- and lower-middle-income countries now spending more on servicing external debt than on public health or education, according to data from the International Monetary Fund (IMF). As of July 2024, twenty-two African nations were either already in or at high risk of debt distress, according to the African Development Bank. For many, that distress is not simply the result of bad choices or poor governance—it’s also driven by credit downgrades steeped in Western-oriented bias, with devastating human consequences.

For years, African leaders have called for reforms to the global credit rating system. But today, only four countries on the continent—Botswana, Mauritius, Morocco, and South Africa—hold investment-grade ratings from the Big Three credit rating agencies Moody’s, S&P, and Fitch.

The rest remain classified as “junk,” regardless of their economic trajectories or structural reforms. These ratings carry high costs. A 2023 study by the United Nations Development Programme (UNDP) found that African countries pay, on average, 1.5 percentage points more in interest than other nations with similar economic features. That disparity has cost the continent over $75 billion in excessive borrowing costs—resources that could have funded hospitals, classrooms, or climate adaptation projects.

When ratings fall, lives change

Zambia’s experience serves as a dire warning to many African nations. In November 2020, amid the fallout from the COVID-19 pandemic, the country defaulted on a $42.5 million Eurobond repayment, becoming the first African nation to do so in the pandemic era. Almost immediately, Fitch and S&P Global downgraded Zambia to “Restricted Default” and “Selective Default” respectively.

The downgrades triggered a series of economic consequences: inflation soared to nearly 16 percent by the end of 2020; the kwacha, Zambia’s currency, lost over half its value; unemployment rose to nearly 13 percent; and public debt ballooned to 103.5 percent of GDP—up from 62 percent just a year earlier.

While the crisis was framed internationally as a failure of fiscal discipline, it stemmed primarily from structural vulnerabilities long ignored by lenders and significantly worsened by COVID-19-related shocks—for example, Zambia’s overdependence on raw copper exports, lack of economic diversification, and exposure to global price swings.

To regain access to capital markets, Zambia turned to the IMF. In August 2022, the IMF approved a $1.3 billion Extended Credit Facility, but with strings attached. Subsidies on fuel, fertilizer, and seeds were slashed. Tax exemptions were eliminated. While these measures were intended to stabilize the economy, they exacerbated hardship for ordinary Zambians.

Despite a national health strategy aimed at achieving universal health coverage by 2026, government health spending stood at just 8 percent of the national budget in 2022—well below the 15 percent target African nations committed to under the Abuja Declaration of 2001. Across the country, public hospitals remain overcrowded, understaffed, and underfunded, while medical workers barely earn sufficient incomes.

Medical migration worsens health crisis

The effects ripple far beyond the wards. As health infrastructure deteriorates, skilled professionals are seeking opportunities abroad. According to data from the Global Press Journal, by mid-2023, more than seven hundred Zambians were working in the United Kingdom’s National Health Service—half as nurses, the others as support staff for doctors and midwives.

This migration has not only drained Zambia of vital expertise but reflects a deeper erosion of public trust.

Zambia is far from alone. As of 2024, thirty-six low-income countries were ranked by the World Bank and the IMF as either in or nearing debt distress. The highest number on record came in 2021, when forty countries fell into this category—largely due to pandemic-era disruptions and rigid creditor responses.

Yet debt relief remains elusive, especially when private creditors—often protected by Western legal jurisdictions—refuse to participate in restructuring. Bailouts, often financed with public funds, prioritize financial markets over human needs.

Reforming the ratings regime

That’s why calls to rethink sovereign credit ratings are gaining traction. African policymakers are urging the adoption of homegrown solutions—most notably the African Credit Ratings Initiative supported by the UNDP and AfriCatalyst—to support African countries navigate credit assessments and access affordable capital. Others are pushing for greater transparency in rating methodologies and the inclusion of developmental indicators and climate vulnerability metrics, which better reflect the realities on the continent.

Alongside these reforms, the African Continental Free Trade Area (AfCFTA) could fundamentally shift Africa’s risk profile and reduce its overreliance on external creditors. By connecting 1.4 billion people across 54 countries into a single market, AfCFTA offers African nations a pathway to scale up intra-African trade, diversify export bases, and build economic resilience against global commodity shocks. Greater regional trade integration can lead to stronger fiscal buffers, more predictable revenue streams, and a reduced perception of sovereign risk—all of which could, in time, help countries negotiate better borrowing terms and demand more equitable treatment from global credit markets.

In this context, aligning AfCFTA’s trade reforms with a reimagined financial architecture—including AfCRA and climate-linked development finance—could be transformative. Not only would it allow African nations to retain more value within the continent, but it would also reposition Africa as a cohesive economic bloc, capable of challenging outdated, externally imposed narratives about risk and creditworthiness.

More than metrics

Ultimately, this is not just a technical issue about creditworthiness or bond yields—it’s about justice. When a rating falls, it doesn’t just shake investor confidence in New York or London. It empties pharmacy shelves in the capital Lusaka, delays school construction in Ndola, and sends doctors to London instead of keeping them in Kitwe. Behind every downgrade is a family struggling to afford food, a patient turned away from a clinic, a child missing class because of budget cuts.

If the global financial system is to serve development rather than distort it, reforming the sovereign ratings regime is no longer optional—it is a moral imperative. Because ratings may be abstract, but their consequences are all too human.

Looking ahead, change is possible—and necessary. Governments can begin by investing in stronger data systems and institutional capacity to ensure that credit ratings accurately reflect real risk and resilience, not outdated assumptions. Credit rating agencies must also recognize the profound human consequences of their assessments and adopt more inclusive, context-sensitive approaches. This means going beyond narrow fiscal metrics to account for structural vulnerabilities—such as health system fragility, climate exposure, or commodity dependence—and giving greater weight to a country’s reform efforts and resilience strategies.

Agencies should also engage in transparent, two-way dialogue with African finance ministries, regional bodies, and development institutions to ensure their methodologies reflect local realities rather than global templates. A collaborative approach would mean treating African nations not simply as borrowers to be scored, but as partners in shaping more just and development-oriented financial systems.

The development community, in turn, should treat credit ratings as a development emergency—mobilizing support and reform with the same urgency as a health or climate crisis. Finally, deeper investment in domestic capital markets and financial institutions will empower countries to forge a more independent and stable fiscal future.

Because at the heart of every rating is a story not just of numbers—but of people and their right to health, dignity, and opportunity.


Maggie Mutesi is an analyst at the Africa Credit Ratings Initiative, a platform dedicated to reducing the cost of capital across Africa.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post Biased credit ratings are costing Africa billions—and worsening its health crises appeared first on Atlantic Council.

]]>
South African women’s resistance holds lessons for the women of Afghanistan fighting gender apartheid https://www.atlanticcouncil.org/content-series/inside-the-talibans-gender-apartheid/south-african-womens-resistance-holds-lessons-for-the-women-of-afghanistan-fighting-gender-apartheid/ Thu, 14 Aug 2025 17:34:03 +0000 https://www.atlanticcouncil.org/?p=863975 Farhat Ariana Azami in conversation with Gertrude Fester, a veteran South African anti-apartheid activist, and Munisa Mubarez, a women’s rights advocate from Afghanistan.

The post South African women’s resistance holds lessons for the women of Afghanistan fighting gender apartheid appeared first on Atlantic Council.

]]>
When the Taliban seized power in 2021, the women of Afghanistan’s hard-won rights were swiftly erased. Bans on education, employment, and even access to public spaces reflect not incidental repression but a deliberate policy of gender apartheid. This daily reality parallels South Africa’s apartheid regime, where exclusion and domination were legally enforced to maintain control.

I recently spoke with Gertrude Fester, a veteran South African anti-apartheid activist, and Munisa Mubarez, a women’s rights advocate from Afghanistan, to explore how the lessons of South African women’s resistance offer strategic guidance and moral courage for the women of Afghanistan today.

Women mobilizing: From South Africa to Afghanistan

Throughout history, women have been at the forefront of resistance against oppressive regimes, often at great personal risk. In Afghanistan, despite extreme Taliban restrictions, women continue to organize. They have protested in Kabul, Mazar, and Herat, demanding their rights to education, work, and dignity. Underground schools have emerged, secret economic initiatives have been developed, and digital activism continues to challenge Taliban censorship.

Their fight is not new. South African women, too, were central to the struggle against apartheid, refusing to be silenced despite state-sanctioned brutality. In 1956, twenty thousand South African women—Black, Indian, and Colored (a South African term for multiracial)—marched to Pretoria to protest “pass laws” that restricted their movement. “Women didn’t just stand behind the struggle; we were at the front. We organized, we led, and we shaped the movement,” recalls Fester. She emphasizes that activism must “start where women are—in their homes, villages, and everyday lives.”

Mubarez echoes this for Afghanistan: “Change doesn’t come from the top. We have to raise awareness at every level of the community, using different methods that speak to people’s realities.”

Gender apartheid: A systematic erasure

The women of Afghanistan have long navigated a deeply patriarchal society. But even in the face of repression, they have consistently resisted, even during the first Taliban regime, which imposed a system of gender apartheid that barred them from education, employment, and public life. After the Taliban was overthrown in 2001, their continued advocacy led to fragile legal and constitutional protections, enabling access to schools, workplaces, and political participation. With the Taliban’s return, those hard-won gains have been dismantled. Today, women in Afghanistan are being systematically erased—excluded from public spaces, denied legal recognition, and stripped of institutional protections. This deliberate exclusion reflects gender apartheid: an institutionalized regime of systematic oppression and domination of one group or groups over another aimed at maintaining control.

Similarly, under South Africa’s apartheid, Black, Indian, and Colored women faced compounded oppression. “Apartheid deliberately excluded us from political, economic, and social life. Black women, especially, were made invisible,” says Fester. Black South Africans were forcibly removed from participation in all spheres of public life. Black women were doubly marginalized, only permitted to reside in urban areas if registered as wives of legally entitled men.

Like the South African apartheid regime, the Taliban’s system of gender apartheid uses economic, legal, cultural, and social levers to normalize exclusion. “It’s the daily small things that entrench oppression. Over time, these become invisible, accepted as normal,” Fester explains. Mubarez highlights a parallel in Afghanistan: “Women do the hard work—in agriculture, livestock—but they don’t see the benefit. The money goes to the men. This keeps them dependent and powerless.”

Guerrilla education and resisting indoctrination

Oppressive regimes fear education because it fosters critical consciousness. In apartheid South Africa, the Bantu Education Act deliberately undereducated Black children. Women responded by creating “guerrilla schools” in homes and churches, teaching history, politics, liberation ideals, and critical thinking. “Education is not just about literacy. It’s about developing awareness, questioning injustice, and building the courage to resist,” says Fester.

The women of Afghanistan are employing similar tactics. Despite Taliban bans, underground schools and digital learning persist. But education must go beyond literacy, fostering critical thinking and reinforcing that education, work, and agency are fundamental rights—not Western imports.

Vocational training, while valuable, can reinforce traditional gender roles if not paired with rights education. “If we only teach women embroidery and sewing, we limit them. Women are capable of so much more,” Mubarez emphasizes. Empowering women through knowledge ensures that even vocational skills become a pathway to independence, not containment.

Intersectionality and the need for unity

Apartheid South Africa institutionalized division through rigid racial categories. “Apartheid deliberately divided people—Black, Colored, Indian—to prevent unity. It was a divide-and-rule strategy to keep us weak,” says Fester. Black South Africans faced the harshest oppression, but all groups were pitted against each other to fracture resistance. These divisions were compounded by intersecting harms and inequalities—economic marginalization, gender-based discrimination, and geographic segregation—that shaped how apartheid was experienced across different communities, deepening exclusion and reinforcing systemic control.

South African women recognized that fragmentation only served the regime. The United Democratic Front brought together Black, Colored, and Indian people, along with white allies. “We realized unity was our strength. We built alliances across race and class to fight a system that wanted us divided,” Fester reflects.

That unity, she recalls, was built over years of organizing and strategic alliances, beginning with the revival of the United Women’s Organisation in 1981. Despite apartheid’s rigid racial divisions, it brought together women from all legally defined racial groups to focus on education, empowerment, and women’s rights. While white women were privileged under apartheid, they too faced patriarchy. In 1983, women’s groups joined with men’s and youth organizations, trade unions, religious bodies, and cultural groups to form the United Democratic Front, uniting diverse communities in a shared struggle. By 1992, these strategic alliances expanded into the Women’s National Coalition, an organization with many differences but united by one goal: securing women’s and human rights in South Africa’s new constitution. To achieve this, they conducted nationwide consultations in rural farms, cities, religious institutions, and unions, gathering women’s demands into the Women’s Charter to present to political leaders in the negotiations.

Afghanistan faces similar divisions. The Taliban’s gender apartheid intersects with ethnic, sectarian, and geographic discrimination, further marginalizing groups such as the Hazaras, who are targeted for both their gender and ethnic identities.

Mubarez stresses the need for tailored engagement: “In rural areas, mullahs and elders have more sway than an educated person with a PhD. The community accepts their speech more. We should tactically use these figures to raise awareness before introducing ideas of gender justice.” She adds, “Different levels of the community need different methodologies. What works in universities or cities won’t work in villages.”

Fester notes that unity requires strategic alliance-building: “Men are not the enemy—it’s patriarchy and negative interpretations of religion that oppress women. We must find allies.”

The path forward: Resilience, strategy, and solidarity

South Africa’s anti-apartheid movement showed that sustained, strategic resistance can dismantle entrenched systems. “We had to be smart. We worked on issues that mattered to people—like water access or bread prices—and through these, we built a political movement,” Fester explains.

Mubarez links economic independence directly to addressing gender-based violence: “This mentality that the man has the right to control all the money keeps women dependent. This financial problem is also a root cause of domestic violence and forced marriages.”

Women in Afghanistan are already resisting—through underground schools, economic initiatives, and digital activism. Their demands are clear: Naan, Kaar, Azadi (Bread, Work, Freedom).

But they cannot succeed alone. Global solidarity was critical to dismantling South African apartheid. The women of Afghanistan deserve the same commitment. Every day under Taliban rule is a day too many. The women of Afghanistan will reclaim their rights—not as victims, but as leaders of their own liberation. The question is whether the world will stand with them or allow gender apartheid to continue unchecked.


Farhat Ariana Azami is a social worker and advocate for the rights of women and girls, as well as refugees. She serves as president of the Solidarity Group, an Austria-based association that provides homeschooling for girls and develops sustainable livelihood projects for women in Afghanistan.

This article is part of the Inside the Taliban’s Gender Apartheid series, a joint project of the Civic Engagement Project and the Atlantic Council’s Strategic Litigation Project.

The post South African women’s resistance holds lessons for the women of Afghanistan fighting gender apartheid appeared first on Atlantic Council.

]]>
Gateways to the Red Sea: The case for Israel–Somaliland normalization https://www.atlanticcouncil.org/blogs/menasource/gateways-to-the-red-sea-the-case-for-israel-somaliland-normalization/ Thu, 31 Jul 2025 17:52:53 +0000 https://www.atlanticcouncil.org/?p=864467 Expanding the Abraham Accords to Somaliland could quietly anchor a more stable and cooperative Red Sea region.

The post Gateways to the Red Sea: The case for Israel–Somaliland normalization appeared first on Atlantic Council.

]]>
Often described as a rare island of stability amid regional fragility, Somaliland is increasingly attracting interest from both global and regional powers, including the United States and Israel.

The Abraham Accords have redefined Israel’s geopolitical and economic standing in the Middle East by normalizing relations with the United Arab Emirates (UAE), Bahrain, Morocco, and Sudan, forging partnerships once unthinkable. Ever since, much of the focus has been given to the prospect of normalization with Saudi Arabia, while the strategic and economic potential of relations with Somaliland has been largely overlooked.

Somaliland’s location along the Gulf of Aden, with its 460-mile coastline near the strategically significant Bab al-Mandab Strait, positions it at the crossroads of global maritime security. With nearly a third of global shipping passing through this corridor, threats from piracy, weapon smuggling, and terrorist groups like al-Shabaab and the Houthis have drawn international concern​. For both Israel and the United States, Somaliland presents an opportunity for strategic collaboration.

Israel and Somaliland should pursue normalization of relations through phased engagement. This process would begin with the opening of liaison offices and the expansion of cooperation across key sectors, gradually building toward mutual recognition and diplomatic relations. Strengthened ties with Somaliland would help Israel secure its Red Sea gateway and counterbalance the regional influence of rival powers, while reinforcing the presence of its allies. In return, Somaliland would gain greater international visibility, a pathway to recognition from Western partners, development support, and enhanced security cooperation.

Governance without recognition

Somaliland reclaimed its independence from Somalia in 1991, but no country has officially recognized its sovereignty due to adherence to the “One-Somalia” policy. The Somali Federal Government considers Somaliland part of its territory and opposes any foreign engagement implying recognition. Despite this, Somaliland functions as a de facto independent entity, with its own constitution, government, military, and currency. It maintains full internal control and upholds a relatively stable, democratic system. In 2025, the non-profit organization Freedom House rated Somaliland forty-seven out of one hundred, compared to Somalia’s score of just eight, highlighting the disparity in political and civil liberties.

SIGN UP FOR THIS WEEK IN THE MIDEAST NEWSLETTER

Nevertheless, Somaliland has established unofficial diplomatic and trade relations with several nations, notably the United States, UAE, and Taiwan—all of which maintain representative offices in Hargeisa. Neighbors Ethiopia and Djibouti also engage with Somaliland, particularly through economic partnerships centered on the Berbera port. Strategically located on the Gulf of Aden, the port serves as Somaliland’s main commercial gateway and has the capacity to handle up to 500,000 TEUs (standard containers) annually.

Israel’s historical engagement with Somaliland is limited, having briefly recognized Somaliland in 1960 before it merged with Italian-administered Somalia. Despite the absence of formal ties, occasional attempts from both sides have surfaced over time. In 2010, the Israeli Foreign Ministry spokesman stated that Israel was ready to recognize Somaliland again if approached. In 2020, Somaliland expressed public support for Israel’s normalization with the UAE.

Furthermore, in an interview conducted in April 2025, Somaliland’s Minister of Foreign Affairs, Abdirahman Adam, expressed openness to normalization with Israel. “Somaliland, like any responsible government, considers its foreign relations through the lens of national interest, regional stability, and the values of its people. If those align, we are open to discussion with any nation,” he stated.

Securing the Strait: Strategic stakes in the Red Sea

Somaliland’s location places it at the center of efforts to secure one of the world’s busiest shipping corridors. This region faces persistent security challenges and militant activities from al-Shabaab and the Houthis. The latter, backed by Iran, have escalated their attacks since late 2023, targeting commercial vessels and causing widespread disruption in the Red Sea​.

For Israel, these developments are particularly concerning. The Red Sea is a crucial artery for its trade and defense, linking it to markets and partners across Africa, the Gulf, and Eastern Asia. Since October 2023, the Houthis have declared a naval blockade targeting shipments to Israel, and over one hundred attacks have prompted shipping companies to reroute vessels around the Cape of Good Hope, adding significant delays and increasing shipping costs​.

These threats have drawn international attention, prompting a coordinated response led by the United States through “Operation Prosperity Guardian”​​. Somaliland, unlike Somalia, has largely succeeded in keeping extremist groups and piracy at bay, thanks to an increasingly developed local coast guard and growing naval cooperation.

Reports suggest that Israel already operates an intelligence base in the Dahlak Archipelago off the Eritrean coast, which serves to monitor Iranian activities; and recent reports even indicate that Somaliland is considering allowing the establishment of an Israeli base on its soil, in exchange for recognition and investments. Military cooperation with Somaliland could provide Israel with greater strategic depth in the Red Sea region. Aligned with US interests, it offers opportunities for trilateral Israeli-American-Somalilander maritime security exercises and intelligence-sharing.

Power plays in the Horn of Africa

The geopolitical landscape of the Horn of Africa presents further complexities. It has become a hotspot for competition among international and regional powers seeking to expand their influence and secure their interests through military, economic, and diplomatic initiatives.

Washington maintains its largest African military base, Camp Lemonnier, in Djibouti, which serves as a hub for regional counterterrorism and maritime operations as part of the United States Africa Command (AFRICOM)​. China, meanwhile, has expanded its footprint by constructing its own base nearby and investing heavily in port infrastructure​. Turkey has strengthened its ties with Somalia through military training programs and a base in Mogadishu. The UAE has developed strong ties with Somaliland, most notably through a $442 million investment in the expansion of the Berbera port and the establishment of a military base​.

An Israeli partnership with Somaliland would advance shared security interests with its allies, the United States and the UAE, and build on Abu Dhabi’s existing foothold in Berbera. Indeed, the UAE could play a pivotal role, as it enjoys trust in Hargeisa and ties to Jerusalem.

Nevertheless, Israel’s entry into this competitive landscape must be carefully managed to avoid escalating tensions with other regional stakeholders. Both Turkey and Iran are likely to perceive Israeli engagement with Somaliland as a threat to their own influence. Turkey, a key ally of Somalia, would likely reiterate its support for Somali territorial integrity, as it did during the Ethiopia-Somaliland port deal crisis, and could strengthen its security assistance to Mogadishu to reinforce its position. Iran, meanwhile, may turn to its regional proxies to raise the stakes. Given Somaliland’s proximity to Yemen, the Iran-backed Houthis could be used to threaten Somaliland or any emerging Israeli presence there.

Still, these power plays can be navigated with careful diplomacy. Israel should align its efforts with those of its allies and frame its Somaliland engagement as a contribution to regional security and development rather than a threat.

Economic benefits for both

Beyond security, normalization opens the door to economic cooperation that could benefit Israel, Somaliland, and their mutual partners.

Somaliland’s economy relies heavily on livestock exports—particularly to Gulf states—but faces challenges in diversifying its economy and modernizing infrastructure. This economic reliance, adding to Somaliland’s careful positioning within the Muslim world, has restrained its willingness to pursue formal ties with Israel thus far.

A key component of its economic strategy is the Berbera port, which serves both Somaliland and landlocked neighbor Ethiopia. Israel, with its expertise in agri-tech, infrastructure development, and water resource management, is well-positioned to contribute to Somaliland’s efforts to diversify its economy. Additionally, collaboration in port logistics, security, and supply chain efficiency would enhance Berbera’s role as a trade hub, attracting investment and fostering regional connectivity. Israeli military expertise could bolster these efforts.

For Somaliland, such cooperation could strengthen economic ties and improve development and security. For Israel, an efficient Berbera corridor could create a supply chain between the Red Sea and Israeli ports in Eilat or Ashdod, gaining Israeli access to emerging African markets while enhancing stability and security along its trade routes. It would also support Israel’s friend and ally, Ethiopia, by enhancing its access to Berbera port, reducing overreliance on Djibouti, where China holds sway.

This was the very promise of the Abraham Accords, where joint ventures in technology, agriculture, and energy have underpinned the agreements’ mutual reputation. Somaliland offers a new frontier for extending the model of peace through prosperity.

The politics around recognition

Somaliland’s lack of international recognition remains a considerable obstacle. The current policy supported by the African Union (AU) underscores Somalia’s territorial integrity, making Somaliland’s recognition a politically sensitive issue worldwide. Moreover, the international community is concerned that recognizing Somaliland could encourage other separatist movements around the world, like in Scotland or Catalonia.​ This diplomatic isolation limits Somaliland’s access to large-scale foreign investment and formal bilateral agreements​.

Mogadishu would likely push back, as it routinely opposes any foreign engagement with Somaliland. For example, it condemned Taiwan and imposed restrictions after Taipei opened a representative office in Hargeisa, and similarly banned Emirati businesses following the UAE’s pursuit of an economic cooperation agreement with Somaliland. Somali leaders could also lobby the Arab League and the OIC to denounce Israel’s move and may even seek action at the UN.

Although Israel does not maintain formal relations with Somalia, limiting the risk of direct diplomatic fallout, it should still consider the implications of its actions on relations with African Union members. The AU is likely to condemn any step toward normalization with Somaliland, seeking to deter others from following suit and potentially encouraging member states to reconsider or downgrade their relations with Israel.

Meanwhile, developments in the United States suggest a shifting tide. US lawmakers have shown bipartisan interest in Somaliland, with congressional delegations visiting Hargeisa and even introducing legislation to deepen ties. In late 2024, reports emerged that US President Donald Trump was considering recognizing Somaliland. Should Washington move in that direction, Israel would likely find a green light to follow suit.

Somaliland may view closer cooperation with Israel as a means to strengthen its case for greater international engagement, particularly with Washington. Inspiration may be drawn from Morocco, which achieved US recognition of its sovereignty over Western Sahara through its normalization with Israel.

Looking ahead

In March 2025, Somaliland’s foreign minister told Israeli media: “All countries that are interested in discussing certain issues with us must first establish working relations with us and open diplomatic missions in Somaliland”.

Israel should take this step. Establishing liaison offices in Hargeisa and Tel Aviv, short of full recognition, would formalize dialogue and mirror the approach taken by other nations.

Israel should also support low-profile, high-impact development initiatives in Somaliland, particularly in areas such as water management, agriculture, and healthcare. These efforts would build capacity and goodwill while avoiding unnecessary politicization. Expanding humanitarian efforts, such as the work already being done by Israeli non-governmental organizations like Save a Child’s Heart, can reinforce people-to-people ties and improve Israel’s image on the ground.

A de-escalation of Israel’s war in Gaza would also likely facilitate diplomatic progress by helping Somaliland’s leadership justify engagement with Israel without risking domestic backlash or regional friction.

Finally, Israel should explore multilateral cooperation with its allies. Joint maritime security exercises and anti-piracy patrols involving Somaliland’s coast guard, Israel’s navy, and US forces would promote mutual security and trust. Over time, this cooperation could evolve into a framework of quadrilateral collaboration among Israel, Somaliland, the United States, and the UAE, similar to the I2U2 Group.

If pursued with strategic foresight and pragmatism, this potential partnership could quietly anchor a more stable and cooperative Red Sea region.

Amit Yarom is a graduate student at the Elliott School of International Affairs at George Washington University. He is a foreign policy researcher, specializing in the Arabian Gulf.

The post Gateways to the Red Sea: The case for Israel–Somaliland normalization appeared first on Atlantic Council.

]]>
Djibouti is the next arena for US-China competition in the Red Sea https://www.atlanticcouncil.org/blogs/menasource/djibouti-is-the-next-arena-for-us-china-competition-in-the-red-sea/ Thu, 31 Jul 2025 14:12:35 +0000 https://www.atlanticcouncil.org/?p=864419 Washington could upgrade its Djibouti relationship and secure its foothold along some of the world’s most important waterways.

The post Djibouti is the next arena for US-China competition in the Red Sea appeared first on Atlantic Council.

]]>
As China rapidly expands its footprint along the Red Sea, one small African nation constitutes an important focal point in great power competition.  

Despite only being about the size of the state of New Jersey, Djibouti hosts at least eight foreign military bases, including ones from the United States, Japan, and France. This can largely be explained by Djibouti’s strategic location along the Bab el-Mandeb Strait, a vital maritime channel where an estimated 10 to 12 percent of global trade passes through every year.  

China has also been expanding its military presence in the country in recent years. Beijing established its first overseas military base in Djibouti in 2017. Although the Chinese government insists this facility is for logistics, international observers have long called this into question, making its location a mere seven miles from US Camp Lemonnier concerning. Since then, the Chinese and Djiboutian military have undergone joint military exercises, and Chinese state-owned companies like the China Merchants Group have significantly expanded their footprint in the country to include an ownership stake and involvement in the day-to-day operations of the Doraleh Multipurpose Port. The two pronged economic and military strategy has afforded Beijing significant influence in the country, enough that the Chinese government asked the Djiboutian government not to allow US planes to fly too low over its naval base.  

Yet this level of influence is part of a much broader Chinese strategy. Across the Red Sea corridor, China is investing billions of dollars into port facilities, railways, factories, and other projects in countries that border the strategic waterway. In just one example, China maintains a stake in the running of ports in Egypt and Egypt’s Suez Canal Economic Zone (SCEZ) and China’s state-owned China Energy Engineering Corporation (CEEC) signed a $6.75 billion deal last year to develop green ammonia and green hydrogen projects.   

This raises a critical question: How can the United States maintain and strengthen its influence in Djibouti when China is bringing so much to the table?   

Strategic rationale and challenges for a “triangle of influence” 

One potential answer lies in forging a triangle of influence—a coordinated, interest-driven partnership among the United States, United Arab Emirates (UAE), and Israel that leverages the shared strategic interests between UAE, Israel, and Djibouti. 

While the United States has a long-standing relationship with the Djiboutian government, US engagement pales in comparison to the level of Chinese government activity, and there is a risk that the US posture in Djibouti—and its strategic security interests—could erode further as the Chinese-Djiboutian relationship grows.  

For instance, last year US trade with Djibouti totaled $185.1 million, $145 million of that being solely US imports to the country. That same year, China-Djibouti trade reached $3.06 billion. Adding to that, US troops stationed at Camp Lemonnier require special permission to leave the base, and even then are not permitted to go to much of the capital, giving them extremely limited interactions with the local population. That situation comes despite Djibouti having not suffered a major terrorist attack since one claimed by al-Shabaab in 2014, and carrying the same US State Department travel advisory as countries like France, Germany, and Spain. On the other hand, Chinese troops have less restrictions when it comes to leaving their base and are able to frequent local businesses, they also contribute to a number of public diplomacy initiatives like multinational basketball tournaments.

SIGN UP FOR THIS WEEK IN THE MIDEAST NEWSLETTER

With the help of some of its closest allies in the Middle East, the United States could significantly upgrade its relationship with Djibouti and effectively secure its foothold along some of the world’s most important waterways.  

Washington’s close ally, the UAE, had significant interest in investing in Djibouti in the past, given Djibouti’s strategic location along a critical maritime route and the UAE’s focus on maritime security and development. Its own DP World built the now Chinese-operated Doraleh Container Terminal in 2009, which quickly became a major revenue source and employer in the country. DP World continued to operate the port until 2018, when the Djiboutian government terminated the contract under claims that it compromised national sovereignty. Despite international courts ruling in favor of DP World, the government has refused to pay the $385 million in fines. Similarly, DP World has another standing dispute with the government over a free trade zone in the same area that they developed but is being operated by China Merchants Group. Moreover, the UAE’s partnership with Eritrea—including its past use of the port of Assab during the Yemen conflict—has complicated relations with Djibouti, given the longstanding border dispute and deep mistrust between the two Horn of Africa neighbors. 

Bringing Israel into this emerging network makes strategic sense. Israel and Djibouti have a shared interest in safeguarding Red Sea shipping lanes from threats like piracy, terrorism, and Iranian-backed militant activity. Israel’s growing role in Red Sea security—evident in its first naval strike on the Houthis and participation in US-led naval exercises—positions it as a capable contributor to maritime stability. Moreover, integrating Djibouti into a broader, regional framework alongside like-minded regional partners could make decoupling from Beijing a reality, and provide Djibouti with access to cutting-edge technology, defense coordination, and resilient infrastructure development. 

However, another major roadblock lies in the Djiboutian government’s willingness to cooperate with Israel given current tensions in the region.

There were reports that Djibouti was exploring cooperation with Israel before the October 7, 2023, Hamas attacks that launched the war in Gaza. But since then, President Ismail Omar Guellah has consistently signaled that normalization with Israel is off the table—for now. In the months following October 7 and Israel’s ensuing campaign against Gaza, Djiboutian Foreign Minister Mahmoud Ali Youssouf stated that he voted against Israel’s observer status at the African Union and linked normalization with Israel to a just resolution for Palestinians.   

With both those factors in mind, meaningful trilateral cooperation with Israel and the UAE would require either a major shift in the regional environment or a change within Djibouti’s government. Political change in Djibouti does not appear imminent: Despite a constitutional ban on presidential candidates over the age of seventy-five, the president, who has been in power since 1999, has hinted that he will run for a sixth term in the April 2026 election.  

However, the United States can take steps now to lay the groundwork for such a partnership by deepening bilateral ties with Djibouti and building political and economic trust that could pave the way for future multilateral cooperation.  

Laying the groundwork for new partnerships 

First, the United States should look to scale up both large and small-scale economic engagement in Djibouti in areas that provide direct benefits to the Djiboutian people and doesn’t just serve strategic military interests. Through its Development Finance Corporation (DFC) and by incentivizing private investors, the US should fund key projects in areas like digital networks, renewable energy, and transportation corridors. At the same time, the United States should prioritize importing locally made products—like Coca Cola products produced in Djibouti—to Camp Lemonnier and allow US forces permission to leave the base and contribute to the local economy, improving the Djiboutian population’s view of the United States. 

A U.S. Air Force pararescuemen with the 82nd Expeditionary Rescue Squadron gathers his parachute near Camp Lemmonier, Djibouti, Mar. 14, 2014. Pararescuemen train periodically to maintain a high level of proficiency to conduct missions throughout the Horn of Africa. Copyright: xpiemagsx milflic16082021 11314 ACHTUNG AUFNAHMEDATUM GESCHÄTZT

Signs suggest that the Djiboutian government is seeking to repair its reputation and attract more diverse foreign investment. The Djiboutian government set a goal to double the size of its sovereign wealth fund in an effort to diversify Djibouti’s economy and modernize its banking sector and added new Western banks. Additionally, Guellah explicitly invited foreign investors to the country’s first Djibouti Forum, held in May of last year, where they highlighted Djibouti as a new “hotspot” for investment.  

Second, US President Donald Trump’s administration should leverage the Emiratis’ continued interest in shaping Red Sea trade networks to bring them back to the table with the Djiboutians. While past tensions remain unresolved, frank discussion between these leaders can begin to rebuild trust and potentially reignite investment opportunities, especially if done with US guarantees or incentives that lower the risk for Abu Dhabi.  

Third, Washington should begin to introduce Israel’s technological and security expertise, particularly in areas like water management, agriculture, and surveillance, to the Djiboutian government through multi-lateral formats or UAE-led ventures. Further backchannel cooperation with US backing could lay the foundation for future openness to normalizing relations with Israel while respecting Djibouti’s view of the current situation in the region.  

Finally, the United States must recognize the transactional nature of Djibouti’s foreign policy and engage the government consistently and with strategic clarity. The Trump administration must recognize that the country will not pivot away from China overnight—that will require sustained effort from the United States and partners in the region.  

While Beijing continues to expand its foothold along the Red Sea, the United States still has an opportunity to secure its relationship with Djibouti. 

Emily Milliken is the associate director for the N7 Initiative, a partnership between the Atlantic Council and Jeffrey M. Talpins Foundation. 

The post Djibouti is the next arena for US-China competition in the Red Sea appeared first on Atlantic Council.

]]>
The Sahel is pivoting toward Turkey. Here’s what that means for Washington. https://www.atlanticcouncil.org/blogs/africasource/the-sahel-is-pivoting-toward-turkey-heres-what-that-means-for-washington/ Wed, 23 Jul 2025 12:31:51 +0000 https://www.atlanticcouncil.org/?p=857764 Washington will need to consider partnering with Turkey when it advances US interests—but it must approach any cooperation with clear eyes.

The post The Sahel is pivoting toward Turkey. Here’s what that means for Washington. appeared first on Atlantic Council.

]]>
Since 2022, Burkina Faso, Chad, Mali, and Niger have received at least a dozen total shipments of Turkish defense articles. This is just one of several signs of the Sahel’s growing engagement with Turkey. High-level diplomatic exchanges, along with the rumored operation of Turkish private military companies in the region, hint at a broader relationship. Washington may consider partnering with Turkey when it advances US interests—but it must approach any cooperation with clear eyes.

A broadening partnership

Turkey’s engagement in the Sahel predates the region’s security crisis, though it has grown in recent years. Trade between Turkey and Mali increased 32,000 percent over the previous two decades, from $5 million in 2003 to $165 million in 2022. Turkish firms have also played a key role in infrastructure development, constructing both an airport and a five-star hotel in Niamey, Niger. These relationships provide a strong base for defense cooperation.

Sahel-Turkey defense cooperation has steadily increased since 2018. What began as a five-million-dollar Turkish pledge to the now-defunct G5 Sahel Joint Force has matured into a broader, deeper partnership. Additionally, coups d’état in Burkina Faso, Chad, Mali, and Niger prompted the United States to halt its defense assistance, impeding these states’ ability to maintain and procure US equipment. Turkey became a more attractive partner as regional security deteriorated and Western assistance stagnated.

Military equipment sales are the cornerstone of Sahel-Turkey defense cooperation. They began in earnest in 2022, when Burkina Faso, Mali, and Niger each took delivery of Turkish Bayraktar TB2 drones. These drones rapidly proliferated across both the region and the continent, drawing comparisons to the AK-47 assault rifle because of their affordability, reliability, and ubiquity. These acquisitions heralded a shift in procurement, as Sahel states increasingly turned toward Ankara.

As time went on, drone sales continued apace. Chad obtained Anka-S drones in 2023 and Aksungur drones in 2024, while Mali expanded its TB2 fleet. Burkina Faso and Mali both procured Akıncı drones in 2024, signaling a shift toward more advanced systems. “Our defense capacity consists of the famous Bayraktar TB2s. We now have a new [drone] called Akıncı,” boasted Burkina Faso’s president, underscoring the centrality of Turkish equipment in Burkina Faso’s arsenal.

But it’s not just drones: Burkina Faso and Chad each acquired Turkish armored vehicles in 2022. Cooperation expanded further when Niger procured Turkish planes in late 2022, becoming the first export customer of an entirely Turkish-produced aircraft. Chad followed soon thereafter, acquiring the same aircraft in 2023.

Turkish equipment has addressed Sahel militaries’ acute security gaps and afforded them new capabilities. Turkish aircraft and drones offset ground mobility constraints by enabling militaries to surveil their territory and project force into contested areas. Turkish TB2 drones reportedly played a decisive role in Mali’s 2024 reconquest of Kidal, a rebel stronghold situated deep in the Sahara Desert.

Military equipment sales help grow Turkey’s relationships and influence. Partnering with Sahel states offers Turkey new avenues through which it can pursue its regional interests and bolster its image as a leader among Muslim-majority countries. A Turkish intelligence report from 2024 assessed that Niger was a “strategic partner,” capable of extending Ankara’s influence in Africa.

These relationships also enable Turkey to compete with rivals. Some analysts contend that Turkey’s outreach helps it outflank France and the United Arab Emirates. In addition, relations with Sahel states have helped Turkey constrain the Gülen movement, which the Turkish government labeled a terrorist organization and blames for the 2016 coup attempt. For example, Chad and Mali handed over control of Gülenist schools to a Turkish state-run organization in 2017.

Sahel states consider Ankara an important security partner. “We are taking a new course,” said the Malian minister of defense in November 2024. “[Turkish equipment] will help strengthen the territorial grid and neutralize threats wherever they are.” Burkina Faso awarded its highest state medal to the head of a Turkish defense company in 2023.

Defense cooperation may reach even further than equipment sales. In 2024, a report from Agence France-Presse indicated that SADAT International Defense Consultancy, a Turkish private military company, was deployed in the Sahel. It cited the Syrian Observatory for Human Rights as saying that one thousand Syrian personnel who had signed contracts with SADAT were deployed to Niger “to protect Turkish projects and interests.” (SADAT and the Turkish Ministry of National Defense denied these allegations). Africa Defense Forum, a magazine published by US Africa Command, reported that “Turkey said the fighters are in Niger to consult and guard Turkish interests, such as mines.” A deployment to Niger has not been confirmed.

Another report from Jeune Afrique suggested that SADAT had deployed to Mali and trained the country’s military in mid-2024. According to the report, SADAT personnel embedded with elite units loyal to the president and trained them to prevent coups d’état. This has not been verified, but, if accurate, would suggest that Turkey is employing new tools to deepen partnerships and address regimes’ desire for security.

There is also a small body of reporting indicating that Turkey is expanding its overt military presence. In February 2025, Military Africa reported that Chad granted Turkey control of a military base in the city of Abéché. If confirmed, this would be Turkey’s first base in the Sahel. It would also constitute a new element in defense partnerships that, to this point, have largely been driven by Turkish private industry and Sahel states’ demand for military hardware.

So what?

There are some conditions under which cooperating with Turkey could advance US regional objectives. Sahel states need defense assistance to fight a growing terrorist threat, which the United States often cannot provide. Turkish assistance does not face the same legal restrictions and thus fills urgent capability gaps. Turkish aircraft, armored vehicles, and drones improve force mobility and help militaries take the fight to terrorist strongholds. As terrorists expand operations, partnering with Turkey could help regional militaries manage the threat.

Turkey’s growing involvement in the region also presents opportunities to counter US adversaries. Turkish military equipment offers an affordable, high-quality alternative to Chinese or Russian products. In a similar fashion, SADAT could reduce states’ reliance on Russia’s Africa Corps, which has provided training and regime security to Burkina Faso, Mali, and Niger. SADAT offers a suite of similar services, and its deployment to Mali, if confirmed, would suggest that Mali’s president may be looking to move beyond Russian assistance.

That said, there are also risks in working with Turkey, and Washington must approach any partnership with clear eyes. The United States requires recipients of advanced military equipment to submit to end-use monitoring, but Turkey does not enforce recipients’ compliance with the law of armed conflict in the same manner. Moreover, private military companies operate under different rules of engagement than conventional militaries, underscoring the risks associated with possible SADAT deployments in the Sahel. Turkish defense assistance often comes with fewer asks than US assistance, and the United States may incur reputational harm if it chooses to partner with Turkey.

Partnering with Turkey is not a panacea for declining Western influence either. Ankara oscillates between cooperation and competition with Russia, frustrating European leaders. Turkey has been accused of fueling anti-colonial sentiment in Africa; this once irritated the French president who, in late 2020, alleged that Ankara and Moscow had inflamed anti-French sentiment in Africa. The European Union has since expressed interest in partnering with Turkey to “generate a wide international coalition that can support [the Sahel].” Even so, Turkey’s foreign policy suggests that it may not share the West’s precise goals.

Any partnership with Turkey must be carefully calibrated and closely monitored. Partnership has the potential to advance some US objectives, but it alone cannot resolve the broader challenges posed by terrorism’s dramatic expansion and states’ pivot from the political West. The United States must be prepared to work with Turkey where objectives align, while preserving the capacity and flexibility to act independently in pursuit of its vital interests.


Jordanna Yochai is an analyst whose research examines West African security, with prior experience in the US Department of Defense.

The positions expressed in this article do not reflect the official position of the US Department of Defense. The US Department of Defense does not endorse the views expressed in hyperlinked articles or websites, including any information, products, or services contained therein.

The post The Sahel is pivoting toward Turkey. Here’s what that means for Washington. appeared first on Atlantic Council.

]]>
At Trump’s recent summit, the US talked trade. But West Africa wants security first. https://www.atlanticcouncil.org/blogs/africasource/at-trumps-recent-summit-the-us-talked-trade-but-west-africa-wants-security-first/ Mon, 21 Jul 2025 18:23:06 +0000 https://www.atlanticcouncil.org/?p=862044 During a mini summit with five West African leaders, the Donald Trump administration prioritized “trade not aid,” strategic minerals, and deportation agreements. But security in the Sahel—now the world’s epicenter of terrorism—remained a blind spot.

The post At Trump’s recent summit, the US talked trade. But West Africa wants security first. appeared first on Atlantic Council.

]]>
While it is still early in the term of the second Donald Trump administration, July has already proven to be another eventful month for both the White House and Congress. For one, the passage of the One Big Beautiful Bill Act coincided with ongoing trade negotiations with the EU regarding tariffs, which were initially set to be resolved by a July 9 deadline. That deadline has since been postponed. Meanwhile, over one thousand three hundred diplomats were laid off from the State Department, and the same week—from July 9 through 11—five West African leaders gathered for a special three-day meeting with Trump. Amid the flurry of news, it may have been easy to overlook this mini summit, which included the leaders of Gabon, Guinea-Bissau, Liberia, Mauritania, and Senegal and featured a televised lunch with the president. The fact that the meeting appeared to meet US expectations may have contributed to its low profile. For the West African leaders present, however, it likely failed to adequately address their single most pressing concern: security in the Sahel. 

Strategic minerals, migration, and commercial policy

The first Trump administration’s focus on Africa was laid out in the “New Africa Strategy,” unveiled by National Security Advisor John Bolton in December 2018. The strategy centered on three pillars: prosperity, security through “countering the threat from radical Islamic terrorism and violent conflict,” and stability. In contrast, with his invitation of five West African leaders within the first six months of his second term, Trump now seems to focus on a different set of priorities: securing critical and strategic minerals, tackling migration issues—including a proposal to accept US deportees—and prioritizing commercial policy. Taken together, these shifts likely set the tone for the administration’s Africa policy going forward.

During the summit luncheon, Trump praised Africa’s abundant natural resources, highlighting its “very valuable lands, great minerals, and significant oil deposits.” Ensuring US access to Africa’s critical mineral reserves remains a top priority for the administration—and Gabon, Guinea-Bissau, Liberia, Mauritania, and Senegal are all rich in these strategic resources.

Regarding migration, Trump underscored the need for countries to take back nationals residing unlawfully in the United States, and suggested they might also consider accepting deportees from third countries. He asked West African leaders how they might help address the issue. President Umaro Sissoco Embaló of Guinea-Bissau later rejected this suggestion, stating that taking in third-country nationals would violate his country’s policies.

On the economic front, the administration’s approach to commercial diplomacy—characterized by the principle of “trade not aid”—signals its intent to make economic engagement the primary mode of interaction with African nations. Embaló framed Trump’s approach as one focused on creating a “win-win partnership,” expressing optimism that more US businesses would invest in his country following the summit. Trump also urged African leaders to bolster their defense spending and procure more US military equipment, touting it as the best available. This emphasis on business-led engagement underscores the administration’s “America First” agenda as it seeks to reclaim influence in regions where China and Russia have gained ground.

The Sahel as a blind spot

What the summit notably lacked, however, was a detailed discussion of the pressing security challenges facing West African nations, particularly the deteriorating situation in the Sahel. According to the Armed Conflict Location and Event Data Project (ACLED), the Sahel is currently the world’s epicenter of terrorism and the fastest-growing hotspot for jihadist extremism. In fact, ACLED has placed the Sahel and Coastal West Africa on its conflict watchlist for 2025. This is primarily due to an entrenched jihadist insurgency in the region—led by the al-Qaeda-affiliated Jama’at Nusrat ul-Islam wa al-Muslimin (JNIM) and the Islamic State-Sahel Province—that continues to expand, with violence against state forces, militias, and civilians escalating steadily.

During last week’s summit, Trump acknowledged the ongoing security challenges in the Sahel by referring to terrorism as Africa’s “big problem” and urging continued efforts to combat it. However, summaries of the meetings suggest that no specific actionable measures were taken, nor agreements made, to address security and counterterrorism.

In part, this might be due to the fact that the administration is still reassessing the US military’s global posture, particularly in Africa, and weighing how to best respond to security threats like the one unfolding in the Sahel. If its emerging strategy relies solely on commercial diplomacy and transactional economic engagement, however, it risks falling short. With extremist violence increasingly spilling across borders, the administration will need a more robust and coordinated approach to the crisis in the Sahel before the end of its term.

A new approach to West Africa

This new approach should outline a more comprehensive plan that includes robust support for African-led security initiatives. The administration should focus on coordinated investment across civil, military, and commercial infrastructure, as well as stronger regional cooperation among African states. After all, the social and economic interdependence that emerges from a more resilient and connected society can help close the fissures that extremists seek to exploit. Such an approach would lay the groundwork for a more productive and enduring US-Africa partnership.

While last week’s summit with African leaders marked a promising beginning, the deteriorating security situation in the Sahel must remain central to any long-term vision for regional stability and the continent’s economic future—and should be a priority at the upcoming US-Africa Leaders Summit this fall. It’s worth remembering that the Sahel was not always a hotbed of extremism. On the contrary, it was once renowned for its intellectual vitality, freethinking societies, and a tolerant version of Islam.

Like all sources of civil unrest, security issues left unaddressed do not improve over time. The al-Qaeda and Islamic State groups in the Sahel have expanded their presence from a limited foothold in northern Mali in 2012 to controlling vast swaths of territory across the region—reaching as far as the northern borders of coastal West Africa. The Trump administration’s Africa strategy emphasizes securing strategic minerals, addressing migration concerns, and enhancing commercial diplomacy through US business investments. But now is a critical moment to confront the security crisis in the Sahel, which threatens to undermine any purely economic approach to the region.

As history has shown, regions once renowned for knowledge and peace are often those that prosper, but they can just as swiftly descend into conflict. The Sahel need not follow that path. Areas now plagued by jihadist violence—often fueled by deep economic disparity—can be transformed into hubs of peace and economic opportunity. It is time for a renewed approach to the Sahel.

Rose Keravuori is the former director of intelligence at the US Africa Command and is currently an associate director at Strategia Worldwide.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post At Trump’s recent summit, the US talked trade. But West Africa wants security first. appeared first on Atlantic Council.

]]>
Atlantic piracy, current threats, and maritime governance in the Gulf of Guinea https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/atlantic-piracy-current-threats-and-maritime-governance-in-the-gulf-of-guinea/ Mon, 21 Jul 2025 13:00:00 +0000 https://www.atlanticcouncil.org/?p=860215 A drop in attacks in the Gulf of Guinea does not necessarily mean piracy has been resolved. Pirates have adapted their tactics, and the potential for resurgence remains high; this issue remains a critical security and development concern. It is not just a regional priority—it is an international imperative.

The post Atlantic piracy, current threats, and maritime governance in the Gulf of Guinea appeared first on Atlantic Council.

]]>

Bottom lines up front

  • Increased onboard security measures and other steps have reduced the incidence of piracy, but captains and crews must remain vigilant in the face of what is now a widespread, complex security challenge rooted in persistent poverty and onshore insurgencies, particularly in oil-rich Nigeria.
  • The threat extends to neighboring countries—including Benin, Togo, Ghana, and eventually to Côte d’Ivoire, Cameroon, Equatorial Guinea, and Gabon—where incidents are typically classified as armed robberies at sea and occur inside territorial waters.
  • Dismantling the networks that sustain piracy through targeted prosecutions of financiers and organizers of the crimes is crucial, along with programs to build alternative livelihoods.

Following a decade-long partnership, the Policy Center for the New South and the Atlantic Council have joined forces around a new program focused on the power of the Atlantic. This series of publications and webinars will focus both on opportunities and challenges around the basin.

Despite recent declines in reported incidents, piracy in the Gulf of Guinea remains a critical security and development concern. Stretching from Senegal to Angola, the Gulf is one of the world’s most strategically significant maritime regions, serving as a vital corridor for international shipping, hosting major oil and gas export routes, and supporting regional commerce and livelihoods for millions. Nevertheless, the underlying drivers of maritime crime persist, including weak law enforcement, high youth unemployment, and limited economic opportunities.

This brief assesses the current state of piracy in the Gulf of Guinea, analyzes trends in criminal activity, evaluates the effectiveness of regional and international responses, and explores pathways toward lasting maritime security. A comprehensive response, incorporating enforcement mechanisms, good governance, community resilience, and economic development, is required. As global dependence on maritime routes persists, ensuring the safety and sustainability of the Gulf of Guinea is not just a regional priority: It is an international imperative.

Introduction

Piracy in the Gulf of Guinea (GoG) remains a critical security and development concern, despite recent declines in reported incidents. Stretching from Senegal to Angola, the Gulf of Guinea is one of the world’s most strategically significant maritime regions, serving as a vital corridor for international shipping, hosting major oil and gas export routes, and supporting regional commerce and livelihoods for millions in coastal communities. Coordinated international and regional efforts—such as the Yaoundé Architecture for Maritime Security, the regional cooperative and information-sharing agreement to combat piracy and maritime crime in West and Central Africa—have contributed to enhanced maritime governance and a drop in piracy attacks. Nevertheless, the underlying drivers of maritime crime persist, including weak law enforcement, high youth unemployment, and limited economic opportunities in the coastal zone.

But a drop in attacks does not necessarily mean piracy has been resolved. Pirate groups have adapted their tactics, and the potential for resurgence remains high; the economic and psychological impacts on seafarers, shipping companies, and local communities continue, undermining investor confidence and regional development. Sustained attention, investment, and political will are essential to secure the maritime domain.

This study seeks to assess the current state of piracy in the GoG, analyze trends in criminal activity, evaluate the effectiveness of regional and international responses, and explore pathways toward lasting maritime security. A comprehensive response is required: incorporating enforcement mechanisms, good governance, community resilience, and economic development. As global dependence on maritime routes persists, ensuring the safety and sustainability of the Gulf of Guinea is not just a regional priority—it is an international imperative.

History of piracy and armed robbery

Piracy and armed robbery in the Gulf of Guinea has been shaped by maritime trade, political instability, and weak coastal governance that have made the region a persistent hot spot for maritime crime. These crimes have evolved from opportunistic incidents into a complex security challenge, rooted in onshore insurgencies, particularly in oil-rich Nigeria.

Piracy and armed robbery in the GoG have drawn international concern over the past two decades, with some analysts comparing the region to the earlier crisis off the coast of Somalia, due to its frequency, violence, and destabilizing impact on maritime security. However, unlike East African piracy, the majority of incidents occurring off West Africa are classified as armed robbery at sea, rather than piracy, as most incidents take place inside territorial waters, as opposed to piracy, which occurs in international waters.1 Further, actors employ a variety of tactics in West Africa—including illegal oil bunkering and kidnapping for ransom—whereas Somali pirates generally adhere to hijacking and kidnapping for ransom, holding both ship and crew hostage until a ransom is paid.2 In Somalia, a combination of political instability and extreme poverty fueled the piracy crisis, whereas in West Africa, incidents are historically connected to the region’s oil wealth and on-shore insurgencies aimed at disrupting multinational oil companies.3 The volume of oil industry vessels transiting the Gulf of Guinea provided the opportunity for illegal oil bunkering, which enabled criminal actors to hijack a vessel to siphon off its oil product for sale on the black market.4 In West Africa, crude oil theft is linked to a legacy of economic inequality, corruption, and criminal networks within the region.5

Criminal oil bunkering can present perpetrators with an enormous return on investment, if the conditions are right. However, it is also an involved process, which allows authorities a substantial window of time to respond to incidents. Because of this, following the global crash in the price per barrel of oil in 2014, pirate groups in the region pivoted to kidnapping for ransom. In these incidents, pirate groups target high-value members of the crew, such as the captain, first mate, or chief engineer as hostages. These crew members are removed from the vessel and held in camps onshore, often in the Niger Delta, as the pirates await payments from shipping companies or family members.6 Pirate groups in the region are highly adaptable and have been known to alternate between the tactics, depending on the risk-reward ratio.

On average, hostage situations in West Africa are resolved much faster than those along the Somali coast, in a matter of days or weeks, versus years in Somalia. But while shorter in duration, hostage events in the GoG tend to be more violent, with former hostages reporting physical violence and abuse while in captivity.7

Overview of piracy in the Gulf of Guinea: 20202025

Following a peak in the mid-2010s, pirate activity in the Gulf of Guinea has declined over the last several years. This decrease in overall incidents is often attributed to a combination of efforts from regional and international actors, including the Nigerian Maritime Administration and Safety Agency (NIMASA), the Nigerian Navy, and Group of Seven Friends of the Gulf of Guinea (G7 ++ FoGG) navies,8 and some analysts predict a “stabilization” of the security situation in 2025.9 However, according to others, the Gulf of Guinea remains at high risk.10

While the number of incidents has declined, the activity has spread across the region. Between 2010 and 2015, piracy in the Gulf of Guinea was heavily concentrated off the coast of Nigeria.11 As Nigerian security forces stepped up patrols and international naval cooperation increased, the area of piracy operations has gradually mushroomed. From the period between 2015 and 2018 onward, there was a notable spread of attacks to neighboring countries, including Benin, Togo, Ghana, and eventually to Côte d’Ivoire, Cameroon, Equatorial Guinea, and Gabon.

Root causes and enabling factors

Though maritime risk experts note a recent decline in piracy activity in the Gulf of Guinea, the underlying socioeconomic factors that spurred it haven’t gone away.12 Therefore, maritime crews transiting the region should remain vigilant.

Indeed, a confluence of factors make piracy and armed robbery at sea a perpetual threat to the Gulf of Guinea region. Among them are competing security priorities that divert attention and resources away from maritime threats, leaving vast coastal areas vulnerable. Extreme poverty drives many coastal communities to view piracy as a viable economic alternative in the absence of sustainable livelihoods. Corruption and limited enforcement capacity weaken the rule of law, allowing pirate groups to operate with relative impunity. While multinational cooperation has improved in recent years, the lack of a cohesive regional strategy continues to undermine the effectiveness of joint maritime security initiatives.13

Endemic regional poverty

Poverty across the region remains a severe risk for persistent criminal activity, which can create a cycle that hobbles prospects in the region. Pigeon and Moss describe the problem:

Because piracy can be highly profitable, individuals living along the coast without jobs may turn to crime for income and the sense of purpose and even dignity that comes with those better prospects. Yet criminality merely perpetuates the economic problems in these communities, while creating incentives for others to turn to crime as well.14

Notably, pirate operations require significant investment—in skiffs, engines, weapons, bribes, and personnel—by what a UN Office on Drugs and Crime (UNODC) report refers to as high-level facilitators.15 These sponsors and investors back pirate group operations and in turn “earn the lion’s share of the loot.”16 Disrupting these financial networks is just as important as targeting pirates at sea. Breaking this cycle requires addressing the socioeconomic challenges in the region that make maritime crime appealing. Coastal communities face a host of pressing and complicated external threats to livelihoods including climate change and illegal, unreported, and unregulated (IUU) fishing which put significant pressure on legal livelihoods like fishing. Maritime crime further compounds these challenges, deterring investments in legitimate businesses and weakening governance. 

Weak enforcement capacity and competing security priorities

Most citizens in the region are unlikely to name piracy and armed robbery as the most salient security threat to everyday life in the littoral countries of West Africa. State security forces in Benin, Côte d’Ivoire, Ghana, Togo and Nigeria are dealing with a persistent and increasing threat of terrorism from the north, which diverts attention and resources away from the coastline.17 Other criminal networks, such as for trafficking in drugs and people, also strain maritime security efforts in the region and there is concern about the nexus between terrorism and transnational organized crime, as evidenced by UNODC and UNICRI launching a capacity building project to address this very thing across Africa. Government officials have finite budgets and must determine the priorities on which to spend, and the retrenchment of international support from countries like the United States, France, and the United Kingdom further strain resources for addressing maritime security shortfalls.

Corruption and weak legal enforcement enable piracy in the GoG, allowing criminal networks to operate with near impunity. Pirate groups routinely bribe members of security forces and politicians to buy protection and ensure that their illicit activities are overlooked.18 Complicity from inside state institutions undermines the rule of law and fosters a climate which enables piracy, allowing these groups to thrive and expand their reach throughout the region.

Systemic corruption compounds under-functioning enforcement mechanisms and legal systems, which results in near total impunity for pirates. Despite ongoing efforts to integrate maritime security laws into national legal frameworks, prosecutions remain rare. According to the UNODC, only three piracy cases have gone to trial in the past decade—in Togo, Nigeria, and Denmark—even though 115 piracy incidents were recorded in 2020 alone.19 Procedural delays, lack of legal capacity, and frequent refusals to transfer suspects to national jurisdictions have all contributed to the paucity of prosecution.20 Without robust, coordinated legal frameworks and the political will to hold perpetrators accountable, piracy will remain a persistent threat in the region.

Insufficient regional cooperation

Individual GoG states lack the enforcement capacity to address piracy and armed robbery on their own.21 These maritime crimes require a regional, cross-sectoral response, yet these countries are not sufficiently equipped to defend their territorial waters and expansive exclusive economic zones. Though regional cooperation has improved, more coordination and collaboration are needed to bolster the capacity of maritime security agencies to address piracy and armed robbery in this region.22

Regional and international responses

Multiple approaches share credit for reducing the number of observed incidents over the last few years in the Gulf of Guinea: increased usage of onboard security measures (including embarked armed guards), secure anchorage areas and more frequent patrols of high-risk areas.23 Additionally, the development of frameworks that bring together regional leadership, navies from outside of the GoG, multilateral organizations, and the shipping industry have yielded impressive results.

The UN has been an important partner of the region for many years, and the Security Council’s attention and engagement on piracy in the GoG culminated in the Yaoundé Code of Conduct (YCOC), which divided the region into five zones, each with its own coordination center; the five centers share information and coordinate responses across the wider region.24 The YCOC addresses a wide range of maritime crimes across the region, including piracy and armed robbery at sea.25 In an oft-cited example of successful regional coordination, the YCOC’s effectiveness is perhaps best-illustrated by the 2016 MT Maximus incident in which six GoG governments coordinated to track the hijacked vessel’s location, resulting in the Nigerian Navy capturing it and freeing the hostages onboard.26

However, the implementation of the YCOC has not been without its challenges, including heavy dependence on external partners for funding, slow-moving information-sharing mechanisms, and the absence of harmonized laws and legal frameworks to prosecute incidents of piracy and armed robbery at sea.27 While the European Union (EU) has been a consistent partner for the YCOC, security challenges in Europe and acute conflict elsewhere in the world may reduce the international attention paid to piracy in the Gulf of Guinea.  

Recommendations

To sustainably combat piracy, armed robbery, and other maritime crimes in the Gulf of Guinea, a multifaceted and collaborative approach is essential. The following recommendations reflect key priorities that address both immediate security concerns and the root causes of maritime insecurity. First, continued and enhanced regional collaboration and information sharing must remain a cornerstone of counterpiracy efforts. GoG states should also prioritize harmonization of national legal frameworks, as outlined in the Yaoundé Code of Conduct, to facilitate more effective prosecution of piracy and related crimes.

Targeted prosecutions must focus not only on those carrying out attacks at sea but also on the financiers and organizers behind them—those who profit the most from incidents of piracy. At the same time, long-term solutions require programs to build alternative livelihoods in coastal communities affected by poverty and marginalization, which drive recruitment into piracy. Targeting criminal activities which challenge legal coastal livelihoods, which includes IUU fishing by international distant-water fleets, is a vital piece of the puzzle. Further exploring public-private partnerships can foster job creation and encourage corporate social responsibility, particularly in oil- and gas-producing regions.

Finally, international partners, including the EU, must sustain and expand support for regional security frameworks and technological innovations such as drones and satellite systems to enhance naval response and coordination capacities. It is in their strategic interest to continue investments in these initiatives to both protect a critical trade route and related economic interests and development, as well as to combat the transnational crime that can impact outside regions like the EU directly.

  1. Continue and enhance regional collaboration and information sharing: Such collaboration and information sharing are essential to effectively track, deter, and respond to piracy incidents that often cross maritime borders. Enhanced regional coordination allows for faster response times, better intelligence, and more efficient use of limited maritime security resources. Harmonizing legal frameworks—as recommended in the Yaoundé Code of Conduct—is equally critical to ensure that pirates can be prosecuted consistently and effectively, closing legal loopholes that allow offenders to evade justice. 
  2. Target prosecutions: Targeting high-level pirate actors, including investors and facilitators, is crucial because they enable and profit from maritime crime yet remain largely insulated from direct risk. Prosecuting these key figures can dismantle the financial and logistical networks that sustain piracy, making it harder for operations to continue or regroup, and reducing the political leverage that these groups can wield through bribery or coercion.
  3. Create programs to foster alternative livelihoods: Efforts to strengthen naval response and legal follow-through are insufficient to eliminate piracy if the underlying socioeconomic conditions driving coastal communities toward crime go unaddressed. Programs that build sustainable livelihoods are essential to reducing the appeal of piracy by offering viable economic alternatives.
  4. Garner continued support of international partners: The EU and other international partners should maintain support for Gulf of Guinea regional security frameworks and consider increasing funding to support regional partners to adopt new technology such as drones, satellite imagery, and enhanced communication technology, which can provide real-time updates and increase the response time of naval forces. Investments would both strengthen maritime domain awareness and empower sustained regional ownership of maritime security responses.

These measures form a comprehensive strategy that addresses both the symptoms and root causes of maritime insecurity in the Gulf of Guinea. Sustained commitment from regional governments, industry actors, and international partners is critical for long-term success of counterpiracy efforts.

About the author

Maisie Pigeon is the director of the Coalition for Fisheries Transparency, an international network of civil society organizations working to advance data transparency and accountability in the global fisheries sector. For nearly fifteen years, she has worked on issues of maritime security and ocean governance with a focus on sub-Saharan Africa, and has authored research for the UN Office on Drugs and Crime’s Global Maritime Crime Programme, the International Maritime Organization, and the UN Economic Commission for Africa. She holds an MA in international studies from the University of Denver and a BA in political science from James Madison University.

The author would like to thank Cyrus Mody and the International Maritime Bureau for maintaining exceptionally thorough and reliable piracy incident reporting.

In partnership with

Related content

Explore the program

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

1    “Piracy and Armed Robbery against Ships,” United Nations Convention on the Law of the Sea (UNCLOS), Article 101, 1982,  https://www.imo.org/en/OurWork/Security/Pages/PiracyArmedRobberydefault.aspx.
2    Ken Ahorsu, David Suaka Yaro, and Derrick Attachie, “Maritime Piracy and Its Implications on Security in the Gulf of Guinea,” Eastern African Journal of Humanities and Social Sciences 3, no. 2 (March 2024): 1–10, https://doi.org/10.58721/eajhss.v3i2.470, CC BY-NC-SA 4.0.
3    Lamir Mohammed and Dimitrios Dalaklis, “The Current Status of Maritime Security in the Gulf of Guinea,” Journal of Maritime Research, January 2024.
4    Katja Lindskov Jacobsen, Pirates of the Niger Delta: Between Brown and Blue Waters, UNODC Global Maritime Crime Programme and Ministry of Foreign Affairs Denmark, 2021, 21.
5    Mohammed and Dalaklis, “The Current Status of Maritime Security.”
6    Maisie Pigeon and Kelly Moss, “Why Piracy Is a Growing Threat,” World Politics Review, June 2020.
7    Pigeon and Moss, “Why Piracy Is a Growing Threat.”
8    Mohammed and Dalaklis, “The Current Status of Maritime Security.”
9    Dryad Global, “Maritime Trends for 2025,” January 2025
10    Dryad Global, “Maritime Security Threat Advisory,” February 25, 2025.
11    Mohammed and Dalaklis, “The Current Status of Maritime Security.”
12    Dryad Global, “Maritime Trends for 2025.”
13    Ahorsu, Suaka Yaro, and Attachie, “Maritime Piracy and Its Implications.”
14    Pigeon and Moss, “Why Piracy Is a Growing Threat.”
15    Jacobsen, Pirates of the Niger Delta, 48.
16    Ahorsu, Suaka Yaro, and Attachie, “Maritime Piracy and Its Implications.”
17    Rossella Marangio, “Deep Waters: The Maritime Security Landscape in the Gulf of Guinea,” European Union Institute for Security Studies, Brief/1, January 2025.
18    Jacobsen, Pirates of the Niger Delta, 77.
19    Marangio, “Deep Waters.”
20    Marangio, “Deep Waters.”
21    Liu Shaojie, “Evolution of Maritime Security in the Gulf of Guinea,” Kashere Journal of Politics and International Relations 2, no. 2 (December 2024).
22    Ahorsu, Suaka Yaro, and Attachie, “Maritime Piracy and Its Implications.”
23    Ahorsu, Suaka Yaro, and Attachie, “Maritime Piracy and Its Implications;” and Mohammed and Dalaklis, “The Current Status of Maritime Security.”
24    Stephanie Oserwa Schandorf, “Reimagining Counter-piracy Efforts in the Gulf of Guinea: Lessons from the Theory of Infrastructure for Coordination and Information Sharing,” African Security Review 33, no. 4 (2024).
25    Pigeon and Moss, “Why Piracy Is a Growing Threat.”
26    Pigeon and Moss, “Why Piracy Is a Growing Threat.”
27    Oserwa Schandorf, “Reimagining Counter-piracy Efforts.”

The post Atlantic piracy, current threats, and maritime governance in the Gulf of Guinea appeared first on Atlantic Council.

]]>
MMA’s arrival in Africa could transform opportunity for the continent’s youth https://www.atlanticcouncil.org/blogs/africasource/mmas-arrival-in-africa-could-transform-opportunity-for-the-continents-youth/ Wed, 16 Jul 2025 13:31:30 +0000 https://www.atlanticcouncil.org/?p=860240 Africa is no longer just a source of talent but increasingly a hub for global sports investment and innovation.

The post MMA’s arrival in Africa could transform opportunity for the continent’s youth appeared first on Atlantic Council.

]]>
This week, for the first time ever, the Professional Fighters League (PFL) is bringing a mixed martial arts (MMA) event to Africa. The league’s expansion could play a part in redefining sports opportunities for African youth and positioning the continent as a new hub in global combat sports.

MMA channels a spirit of courage, discipline, and resilience in a regulated sport that combines striking and grappling, combat styles seen across boxing, wrestling, and jiu-jitsu. US-based MMA has become one of the fastest-growing sports; US broadcasts routinely pull in about 500,000 domestic viewers per fight, with some events reaching up to five million global viewers. Organizations such as the PFL have averaged eight million global viewers per event, have secured lucrative media deals, and have even drawn political attention. For example, US President Donald Trump is a longtime supporter of the sport, and he has attended several major events and expressed interest in hosting an MMA event at the White House in 2026.

The PFL will host its event in Cape Town on July 19. It will be historic, not only because it is the first PFL event in Africa, but also because it coincides with the launch of PFL Africa, a new league that could help make the continent a central player in the world of professional MMA. For that reason, it represents an exciting new chapter in African sports and athletes’ careers.

The new league will be led by Francis Ngannou, a Cameroon-born heavyweight superstar. Ngannou’s journey from working in sand quarries to becoming a world champion demonstrates how MMA can transform lives, offering young Africans a path to achieve their dreams and change their communities. “African athletes can achieve greatness,” Loren Mack, senior vice president of communications at the PFL, said. “[Ngannou] came from nothing and became a world champion, and that journey resonates deeply with many across Africa.

The PFL is not alone in recognizing the continent’s potential. Major global sports organizations are taking similar steps. The National Basketball Association launched the Basketball Africa League in 2021 as its first league outside North America, and the National Football League has seen over 150 players of African descent actively engaging with the continent through development camps, outreach initiatives, and efforts to grow the sport’s footprint across Africa. Together, these moves signal a broader shift: Africa is no longer just a source of talent but increasingly a hub for global sports investment and innovation.

Why Africa and why now?

While this may be MMA’s first formal leap onto the continent, Africa is no stranger to combat sports. Traditional disciplines such as Senegalese wrestling have captivated audiences for generations, with athletes achieving celebrity status and national acclaim. The cultural appetite for intense, disciplined competition already exists, making the ground remarkably fertile for MMA’s rise.

The PFL likely chose Africa for its dynamic, young population and deep-rooted passion for combat sports. Africa’s median age is under twenty, and approximately 60 percent of the population is under age twenty-five, so the continent offers a massive youth base—which is more likely to practice boxing, wrestling, or traditional martial arts. “We see it as an untapped well of talent,” said Mack, pointing to champions such as Ngannou, Cédric Doumbé, and Impa Kasanganay (an American born to Congolese parents) as examples of the continent’s global impact. Cape Town, Mack added, “ticked so many boxes strategically,” from its venues and vibrant sports culture to its appeal as a global tourist destination. The city could feasibly stage African events to the same standard as New York or Las Vegas can.

By building an MMA league in Africa—which will involve organizing tryouts, supporting training centers, offering professional contracts, and more—the league could potentially identify, nurture, and promote African fighters, as well as help make MMA a viable career path and a source of community pride in Africa.

Beyond the fight

As seen in football and other sports, African athletes often bring extraordinary skill and dedication that electrify international competitions.

But unlocking this potential requires more than just showcasing talent. It also requires investing in the systems around it, through building long-term infrastructure, leading scouting programs, launching grassroots partnerships, and driving development platforms that can sustain local talent over time. PFL’s international expansions in the Middle East and Europe have included efforts to invest in the ecosystems around the sport, such as establishing league-format competitions, initiating scouting programs, and forming regional training and broadcast partnerships aimed at developing local talent over time. Africa should not be an exception.

A successful expansion also depends on establishing trust with stakeholders, who range from fighters to their families to fans to sponsors. The PFL has indicated it will apply the same standards in Africa as in its events elsewhere, including ones regarding referees, medical coverage, and overall production quality. Trust is vital to ensure that African fighters can train and compete safely, while providing audiences with a professional, world-class experience.

Beyond the fights, it will also be important to create a commercially viable ecosystem around the sport, in part by engaging local media, broadcasters, and sponsors. Through youth initiatives, fan events, and training programs, the league could help shape not just the next generation of fighters but also future coaches, promoters, and supporters. That, in turn, could embed MMA more deeply into African society, not just as entertainment, but as a tool for community empowerment and economic growth.

The continent’s place in global sports is undergoing a historic shift. Investments in Africa’s future now can offer young people new arenas to excel and inspire the next generation of champions.


Anthony Manga is the founder and chief executive officer of Manga Global, a business advisory and trade facilitation firm.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post MMA’s arrival in Africa could transform opportunity for the continent’s youth appeared first on Atlantic Council.

]]>
How Mauritania-Israel normalization may boost US posture in the Sahel https://www.atlanticcouncil.org/blogs/menasource/how-mauritania-israel-normalization-may-boost-us-posture-in-the-sahel/ Wed, 16 Jul 2025 12:25:38 +0000 https://www.atlanticcouncil.org/?p=860613 If Mauritania is nearing a deal with Israel, this could be the beginning of a wider re-engagement with Sahel countries.

The post How Mauritania-Israel normalization may boost US posture in the Sahel appeared first on Atlantic Council.

]]>
Mauritanian President Mohamed Ould Ghazouani recently met with Israeli Prime Minister Benjamin Netanyahu on the sidelines of the US-Africa Summit, according to media reports, which I confirmed through sources on background. The meeting reportedly discussed resuming diplomatic relations between the two countries and potentially joining the Abraham Accords.

Such an agreement would not only inject a breath of fresh air into the stalled normalization process since October 7, 2023—but also confer geostrategic superiority for the United States in the Sahel by forming a new bloc of US allies alongside Morocco and the UAE, capable of countering the growing Chinese-Iranian-Russian economic and political expansion in the region.  

According to the same source, citing a “person familiar with the plans,” it was US President Donald Trump who facilitated the meeting between Netanyahu and Ghazouni, as the Mauritanian ambassador to the United States, Cissé Mint Cheikh Ould Boïde, denied arranging the meeting on her end.

This appears to build upon a foundation set by Trump’s first administration, which, in 2021, was led by then-senior White House adviser Jared Kushner and then-special envoy Avi Berkowitz. They had identified Nouakchott, along with Jakarta, as the closest Muslim-majority countries to join the Accords. Officials, at the time, had stated that Mauritania was “weeks away” from signing a deal.

Early indications of a return to negotiations

Indications of Mauritania—a member of the Arab League—warming up to the Abraham Accords began when its foreign ministry described the United Arab Emirates’ (UAE) 2020 signing of the landmark agreement establishing regional relations with Israel as a sign of “wisdom and good judgment.” The ministry added that “the UAE possesses absolute sovereignty and complete independence in conducting its relations and assessing the positions it takes in accordance with its national interest and the interests of Arabs.”

Like many Arab countries, Mauritania became reluctant to go ahead with the imminent normalization deal with Israel due to public perception amid the 2023 Gaza War, as thousands of citizens regularly took to the streets, condemning the humanitarian toll of the Israeli Defense Forces’ military operations in the Strip.

SIGN UP FOR THIS WEEK IN THE MIDEAST NEWSLETTER

Ould Ghazouani has always been sensitive to the pulse of the streets of the North African country, given his sensitive position in a country prone to violent extremism and a series of political upheavals, starting with the 2005 military coup by the Military Council for Justice and Democracy that ousted former President Maaouya Ould Sid’Ahmed Taya. Taya was among the few Arab leaders who had recognized the state of Israel and established full diplomatic representation back in 1999, with the hope of reinforcing economic and anti-terrorism cooperation with the United States and repositioning his country as a key Western ally in North Africa and the Sahel.

Under Taya’s predecessors, Mauritania initially maintained ties with Israel, but eventually had to give in to the popular pressure amidst the 2008 Gaza War and freeze all relations in January 2009 before entirely severing connections in March 2010.

A Mauritania-Morocco-UAE axis is forming

When and if Mauritania joins the Abraham Accords clan, it will not be a mere reestablishment of ties with Israel, but will unequivocally align with a new forming bloc in the Sahel, which aims at countering Iranian, Russian, and Chinese ambitions there, and reinforce US geostrategic presence in the region through a trusted Mauritania-Morocco-UAE trilateral alliance. 

According to my Moroccan sources, this alliance began to take shape when Mauritania’s first lady, Mariem Bint Dah, landed in Casablanca with her spouse to undergo emergency surgery in the kingdom in December 2024. This private visit provided Ould Ghazouani with the opportunity to meet King Mohammed VI and open a new chapter in bilateral relations, which was later described by Mauritania’s Minister of Foreign Affairs, Mohamed Salem Ould Merzoug, as “going through their best period.”

A series of subsequent steps cemented this regained trust between the two neighbors. Soon after the 2024 visit, Mauritania and Morocco signed multiple strategic agreements in the fields of electricity, internet connectivity, infrastructure, and renewable energies. Then in February, the two neighbors opened a new border crossing through the disputed Western Saharan territories, with a 93-kilometer road connecting Smara to the Mauritanian border via Amgala and Tifariti—further enraging the Polisario Front and its patrons in Algiers.  Then, in April, negotiations to update their thirty-eight-year trade agreement were launched. The commercial framework aims to boost bilateral trade to $350 million by the end of 2025. An industrial deal was also recently announced, capitalizing on Mauritania’s significant iron reserves.

These movements appear to confirm that Nouakchott is ending its four-decade-long “positive neutrality” between Morocco and Algeria regarding Western Sahara, which it had carefully observed after recognizing the Sahrawi Republic in 1984, and is shifting steadily towards support for Rabat starting in 2024.  As confirmed by declassified Central Intelligence Agency wires, Mauritania had long feared that once Morocco recovers the disputed territories of Western Sahara—lost in colonial border disputes—it would soon turn to demanding sovereignty over parts of Mauritania, established by France in 1904 as a separate protectorate, due to their intertwined histories.

This new dynamism was ushered in by the two leaders’ common friend, the UAE’s Mohamed Bin Zayed Al Nahyan (MBZ)—the third pillar of this new alliance. The presence of both Mohammed VI and Ould Ghazouani in Abu Dhabi at the same time sparked speculations about the launch of a new Atlantic corridor between the coast and Sahel countries, announced by Morocco and partially financed by the UAE, which has shown growing ambitions in the African continent. The Atlantic Initiative is meant to link economically landlocked Sahel countries to the ocean through Mauritania and Western Sahara. The UAE soon confirmed the rumors by joining the $25 billion Nigeria-Morocco Gas Pipeline Project, the world’s longest offshore pipeline, which will benefit both Mauritania and Morocco, connecting West Africa to Europe.

Diplomatic sources, whom I spoke with from both Morocco and Mauritania, signaled that a fourth guest might have been present at the meetings in Abu Dhabi: Israel. These meetings could have served as a preparation for the Netanyahu and Ould Ghazouani meeting in Washington this week. The UAE is no stranger to such secret talks between Israel and other Muslim-majority countries. Mauritanian officials, themselves, reportedly met with an Israeli envoy in the calm corridors of Emirati palaces in 2023 to reactivate normalization talks.

What’s at stake for the United States and Mauritania

Mauritania is the missing piece of the puzzle to unlocking the Sahel for the United States, Israel, and European allies. The region has been experiencing seismic shifts in the past few years, with anti-colonial and anti-Western regime changes in Mali, Niger, and Burkina Faso, and a retreat of French and US forces in favor of new Russian, Iranian, and Chinese actors.

The US strategy so far has been to stabilize this critical region at the doors of the Mediterranean and Europe by supporting classical allies like Morocco and attempting to incentivize other reluctant ones to join the Abraham Accords as its newest framework for the Middle East and North Africa to counter violent extremism and build a prosperous and economically integrated region. In its North African chapter, the Accords needs new allies like Mauritania and others with existing diplomatic relations with Israel and alignment with the Moroccan Atlantic Initiative, like Senegal, to counter an increasingly isolated and anxious Algerian regime, which openly sides with Iran, or the new lords of the land in the Sahel who are more ideologically-sympathetic with Russia and China.

Mauritania, however, due to its sensitive situation regarding the Western Sahara dispute—being a party to the conflict until 1979—and its problematic borders with President Assimi Goïta’s Mali and President Abdelmadjid Tebboune’s Algeria, requires guarantees to engage in such a project. An alliance with Morocco and the UAE, in this case, aims to reassure Nouakchott with both military support and financial backing. MBZ had already injected two billion dollars into the city of Chinguetti (about 20 percent of the country’s GDP), which helped in the acquisition of MALE BZK-005 Chang Ying drones to secure its borders, resulting in the closing of its borders with Algeria in Lebriga back in May and several interceptions of Polisario Front illicit activities.

With its northern neighbor, things are more complex. It seems, however, that current threats from Iran and Algeria, as well as economic interests, are overshadowing historical qualms, as evidenced by the increased economic and military cooperation between the two countries in recent years. Rabat today desperately needs Nouakchott’s adherence to its Atlantic Initiative and is inviting it into the exclusive Abraham Accords club and providing guarantees and training against border tensions with Algeria.

If the rumors are true and Mauritania is nearing a historic deal with Israel, this could mark the beginning of a re-engagement, not only with Nouakchott but also with Sahel countries that have previously severed ties with Israel, such as Mali and Niger. This could also be a moment of realignment for Israel with new countries, such as Burkina Faso, with the help of MoroccanUAE mediation, as the two Abrahamic countries both enjoy high credibility and access in the Sahel. This would also provide a strategic foothold for the United States in the area, enabling Washington to monitor any malign influence by third parties and promote greater stability and prosperity for the soft underbelly of its European allies.

Sarah Zaaimi is a resident senior fellow for North Africa at the Atlantic Council’s Middle East programs, focusing on identity and minorities in the region. She is also the center’s deputy director for media and communications.

The post How Mauritania-Israel normalization may boost US posture in the Sahel appeared first on Atlantic Council.

]]>
Guinea-Bissau’s president on his meeting with Trump, relations with Russia and China, and whether he will accept US deportees https://www.atlanticcouncil.org/blogs/new-atlanticist/guinea-bissaus-president-on-his-meeting-with-trump-relations-with-russia-and-china-and-whether-he-will-accept-us-deportees/ Fri, 11 Jul 2025 13:57:17 +0000 https://www.atlanticcouncil.org/?p=859452 Speaking at the Atlantic Council, Umaro Sissoco Embaló said that he appreciated how Trump “knows what he wants”—and has a “win-win partnership” in mind.

The post Guinea-Bissau’s president on his meeting with Trump, relations with Russia and China, and whether he will accept US deportees appeared first on Atlantic Council.

]]>
Watch the event

China tends to show up to fulfill African countries’ needs more quickly, while there is a “delay” that is “too long” in working with the West, said President Umaro Sissoco Embaló of Guinea-Bissau. “How are we going to leave the Chinese?”

Embaló spoke Thursday at an Atlantic Council Front Page event hosted by the Africa Center, following a meeting with US President Donald Trump and four other African presidents—representing Senegal, Liberia, Gabon, and Mauritania—at the White House on Wednesday.

On the topic of Guinea-Bissau’s nonaligned foreign policy, which has seen Embaló meet with not only Trump but also Russian President Vladimir Putin and Chinese President Xi Jinping in the past year, Embaló said that he is “a free man” and that Guinea-Bissau never asks the United States or China who they maintain relations with. “Nobody can impose” on his country’s relationships with other powers, he said.

He added that Guinea-Bissau considers Russia and China “good friends” because when the African country was fighting for independence, they were “behind us . . . helping us.”

Below are more highlights from the conversation, moderated by Africa Center Senior Director Rama Yade, where Embaló talked about his meeting with Trump, US migration policy, and the challenges facing the African continent.

Migration moves

  • Embaló said Trump’s proposal to have select African countries take in migrants from other countries that the United States wishes to deport would violate Guinea-Bissau’s own policies. If those migrants are citizens of another country, he asked, “why are we going to take them?”
  • Contrary to some media reports, Embaló said the proposal was a topic of conversation at the African leaders’ lunch with Trump, but not yet an explicit ask; Embaló also said that there wasn’t a specific request made regarding the return of immigrants originally from the five African countries represented at the meeting.
  • “We have procedures to do, and then here also they have procedures to do,” he said. “But if they are our citizens . . . [and] they are illegal here, if they want to go back to Guinea-Bissau, of course they are going back home.”

What happens next

  • Embaló said that Trump received the five African leaders “very kindly” and that he appreciated how Trump “knows what he wants”—and has a “win-win partnership” in mind.
  • Following the summit, Embaló said that he expects that more US businesses will invest in Guinea-Bissau. He highlighted opportunities related to the country’s minerals, specifically its phosphate, bauxite, and oil. If US companies “want to come to Guinea-Bissau,” he said, “they can come.”
  • Embaló forecasted that Trump’s tariff policy would not have as profound an impact on the continent as it will in other regions because of Africa’s closeness with China—recently demonstrated by China’s commitment to remove tariffs on African exports. “Most of the countries, we have more relations . . . with China, not with the US,” Embaló explained.
  • Embaló also said that his country likely wouldn’t be heavily impacted by the Trump administration’s decision to close the US Agency for International Development, but he added that the “department is very important.”

Search for peace

  • Surveying the challenges facing the Sahel, Embaló said that African forces are “still fighting the jihadists.”
  • While security missions led by the European Union, France, or the United States have ceased or been forced out of the region in recent years, Embaló argued that “it’s the time now” for the United States and the West more broadly to “come to join us to fight.”
  • Embaló argued those countries have a responsibility because NATO “started this problem” when the Alliance intervened in Libya to depose dictator Muammar Gaddafi, an event that is considered a factor in the expansion of jihadist groups along and beyond the Libyan border. “The start of this issue hails from there,” he argued.
  • On security, Embaló reflected on his work to mediate peace deals, a recent one being agreed upon in February, between the Senegalese government and factions of the Movement of Democratic Forces of Casamance, a separatist group. With his country having experienced independence efforts and civil war, Embaló said he thinks it is “important to be the peacemaker.”

Katherine Golden is an associate director on the Atlantic Council’s editorial team.

Watch the full event

The post Guinea-Bissau’s president on his meeting with Trump, relations with Russia and China, and whether he will accept US deportees appeared first on Atlantic Council.

]]>
Exploring the global digital ID landscape https://www.atlanticcouncil.org/in-depth-research-reports/report/exploring-the-global-digital-id-landscape/ Thu, 10 Jul 2025 11:00:00 +0000 https://www.atlanticcouncil.org/?p=856311 The worldwide adoption of digital identity systems varies significantly across regions and implementation approaches.

The post Exploring the global digital ID landscape appeared first on Atlantic Council.

]]>

Executive summary

In an increasingly digital world, digital identity systems represent a fundamental transformation in how personal information is authenticated and managed, shifting from traditional physical identification methods to electronic credentials that enable access to digital services across government and private-sector platforms. These systems utilize authenticated credentials that verify individual qualifications and personal information to establish trusted digital documentation, spanning use cases from health certificates to mobile identification for travel security and banking verification.

The worldwide adoption of digital identity systems varies significantly across regions and implementation approaches. Estonia’s comprehensive e-ID system, mandatory for all residents, demonstrates transformative societal impact by connecting organizations through distributed databases and blockchain technology. India’s Aadhaar program serves a massive population, proving that large-scale digital identity systems can operate in developing countries while bringing previously undocumented populations into formal economic systems, albeit not without criticism. The European Union’s eIDAS framework mandates that all member states offer digital identity wallets to citizens and businesses, creating interoperability across member states. The African Union has faced infrastructure and data protection challenges, while the United States remains fragmented with individual states implementing mobile driver’s licenses without federal coordination.

Digital identity systems offer a breadth of benefits including enhanced convenience, improved access for underserved populations, stronger privacy protections through data minimization principles, and significant cost savings for organizations. These systems hold tremendous potential to transform the delivery of government services and industry interactions, though there are potential risks and limitations to be considered.

Despite promising advantages, limitations across technical, political, and social spheres present an array of challenges. Technical limitations include interoperability between different systems, cybersecurity vulnerabilities, and accessibility barriers in regions with limited digital infrastructure. Political obstacles include insufficient regulatory frameworks, lack of adherence to international standards, and coordination issues between jurisdictions. Social limitations center on concerns over public trust, particularly regarding surveillance and privacy, along with unequal access that can further marginalize vulnerable populations including refugees, elderly citizens, and those with limited digital literacy.

Successful implementation of digital identity systems requires coordinated efforts across sectors. Governments must adopt user-first design principles, ensure interoperability through technical standards, tailor systems to local contexts, and establish effective public-private partnerships. Private sector actors should prioritize transparency, data security, and accessibility while implementing privacy-enhancing technologies. Civil society organizations play crucial roles in public education and representing user interests.

As digital identity systems become the cornerstone of personal identification, effective implementation depends on building systems that genuinely serve user needs while maintaining robust protections against misuse and public trust through transparency and accountability measures, particularly ensuring the protection and well-being of marginalized and disadvantaged populations.

View the full report

About the authors

Related content

Explore the program

The GeoTech Center champions positive paths forward that societies can pursue to ensure new technologies and data empower people, prosperity, and peace.

The post Exploring the global digital ID landscape appeared first on Atlantic Council.

]]>
‘Death is our business’ https://www.atlanticcouncil.org/commentary/podcast/death-is-our-business/ Tue, 08 Jul 2025 15:23:04 +0000 https://www.atlanticcouncil.org/?p=858560 In Season 2, Episode 12 of the Guns for Hire podcast, host Alia Brahimi is joined by the journalist John Lechner to discuss his new book, Death is Our Business: Russian Mercenaries and the New Era of Private Warfare.

The post ‘Death is our business’ appeared first on Atlantic Council.

]]>

In Season 2, Episode 12 of the Guns for Hire podcast, host Alia Brahimi is joined by the journalist John Lechner to discuss his new book, Death is Our Business: Russian Mercenaries and the New Era of Private Warfare. They discuss the Wagner Group’s soft power strategy in Africa, including its use of films and beauty pageants, as well as its corresponding popularity in countries like the Central African Republic. They also examine the patterns of recruitment and how its mercenaries are already “bringing the war home” to Russia.

John also reflects on his own experiences interviewing dozens of Russian mercenaries and on being seized and interrogated for two days in Mali. John outlines his view that the Wagner Group’s legacy is drawing Russia into Africa and transforming it into a major security player on a strategic continent. 

“I do think that if and when we do see a ceasefire in Ukraine, the pool of recruitment for PMCs globally is going to jump incredibly… With the Russians, but I’m sure we’ll see a Ukrainian version of it as well.”

John Lechner, journalist and author

Find the Guns For Hire podcast on the app of your choice

About the podcast

Guns for Hire podcast is a production of the Atlantic Council’s North Africa Initiative. Taking Libya as its starting point, it examines the causes and implications of the increasing use of mercenaries in armed conflicts.

The podcast features guests from many walks of life, from ethicists and historians to former mercenary fighters. It seeks to understand what the normalization of contract warfare reveals about the world we currently inhabit, the future of the international system, and what war may look like in the coming decades.

Further reading

Through our Rafik Hariri Center for the Middle East, the Atlantic Council works with allies and partners in Europe and the wider Middle East to protect US interests, build peace and security, and unlock the human potential of the region.

The post ‘Death is our business’ appeared first on Atlantic Council.

]]>
Building BRICS https://www.atlanticcouncil.org/blogs/econographics/building-brics-2/ Mon, 07 Jul 2025 17:42:22 +0000 https://www.atlanticcouncil.org/?p=858253 Fifteen years after its founding, BRICS has evolved into a formidable counterweight to Western dominance in global economic governance. Yet despite its growing influence, the bloc’s ability to translate bold rhetoric into concrete results remains uncertain.

The post Building BRICS appeared first on Atlantic Council.

]]>
Brazil, Russia, India, and China met on June 16, 2009, in Yekaterinburg, Russia, to formally create a body aimed at coordinating global economic governance. A year later, the group was joined by South Africa, and the now-famous BRICS group was formed. The main driving force behind this joint effort was to counterbalance the Group of Seven (G7), including the United States, United Kingdom, European Union, Japan, Germany, France, Italy, and Canada, and to promote a different vision for how the global economy should be managed.

BRICS expresses its main grievances around governance within institutions such as the International Monetary Fund (IMF) and the World Bank. In both, BRICS argues that the voices of emerging markets are not prioritized. The group has openly criticized the dominant role of the US dollar in global trade, as well as policies related to climate change and gender, which BRICS considers to be unfair.

As an international forum, the group initially wasn’t taken very seriously. Back in 2010, BRICS accounted for only around 18 percent of the global economy, and its bargaining power relative to the G7 was negligible. Add to that the fact that BRICS struggled to formalize concrete proposals and was often seen as merely complaining about what it opposed, rather than engaging in constructive dialogue and providing a vision. That’s part of why the Group of Twenty (G20) agenda has more often reflected G7 priorities rather than those of BRICS.

BRICS didn’t emerge out of nowhere. Its concerns are rooted in longstanding issues with representation in the main governing bodies of the IMF and the World Bank. At the time of the first summit, BRICS countries held only about 10 percent of IMF quotas, a share that did not reflect the true size and growing influence of their economies. BRICS—particularly China—has long advocated for a comprehensive review of IMF quotas based on the established formula, arguing that their economies have continued to outpace those of many advanced nations. However, these efforts have been consistently blocked by the “West,” as their relative influence—particularly in the case of the European Union more than the United States—would shrink significantly. Fifteen years later, the situation looks much different. The rise of BRICS is undeniable, and its membership is expanding—new members include Egypt, Indonesia, the United Arab Emirates, and possibly Saudi Arabia—making it a platform for nearly all emerging markets. But even just measuring the original BRICS nations by their share of global gross domestic product (GDP), energy resources, and population shows that the group has nearly taken over the West.

A close look at the rare earth reserves held by the G7 and BRICS reveals a staggering difference. Rare earth elements are essential to the modern economy because they are critical components in high-tech products such as smartphones, electric vehicles, wind turbines, and military systems. As the world shifts toward clean energy and digital innovation, demand for rare earths continues to grow, making them a cornerstone of economic competitiveness and national security. BRICS countries control the supply.

In fact, the only country maintaining the G7’s marginal more influence across many economic metrics is the United States. But with US President Donald Trump walking out of the Canadian G7 summit after being frustrated with his colleagues and boycotting this year’s G20 summit due to political differences with South Africa, BRICS has an opportunity in front it. How big an opportunity? Look at the data above—if the United States weren’t in the G7, the group’s share of global GDP would drop from 54 percent to 27 percent. Its share of oil production would drop from 28 percent to 7 percent.

The BRICS countries have gradually matured into a more cohesive and strategic bloc, moving beyond broad rhetoric to articulate a clearer vision for global economic reform—and causing increasing headaches for Western leaders. Through repeated summits and technical dialogues, they have developed a shared understanding of their collective interests, shaped by common experiences of underrepresentation in Western-led institutions. So, what did they come up with?

First, BRICS is advancing de-dollarization and introducing the concept of a common BRICS payment system to facilitate trade within the bloc and with aligned countries. With 57 percent of global foreign reserves and 54 percent of export invoicing, the US dollar continues to dominate global trade and serves as the world’s primary reserve currency, as demonstrated by the Dollar Dominance Monitor developed by Alisha Chhangani, assistant director at the Atlantic Council’s GeoEconomics Center. Second, the group is developing an independent settlement infrastructure through initiatives such as BRICS Pay (a blockchain-based system), BRICS Clear (a settlement platform), and BRICS Bridge (an alternative to the western payment systems). Third, BRICS is promoting alternatives to the IMF and World Bank by strengthening its New Development Bank and the Contingent Reserve Arrangement, with a focus on expanding membership and increasing lending in local currencies.

Progressing from formulating proposals to implementing them is a long road—and that’s where BRICS continues to struggle. It doesn’t help that the US president is threatening an additional 10 percent tariff on every country aligning with the BRICS agenda. But never in the history of BRICS have its members enjoyed such economic heft. The group could use this momentum to assert greater influence at the G20 meetings in South Africa this November, especially considering the United States’ boycott.

This past weekend’s BRICS summit in Brazil could represent a pivotal moment for the group. BRICS could push its agenda forward and demonstrate real global leadership at the West’s expense. It seems that, yet again, they failed to deliver concrete progress—only reinforcing the perception that BRICS is more symbolic than effective. Most notably, Chinese President Xi Jinping’s decision to skip the summit—as expected—significantly undermined the bloc’s credibility. His absence, along with that of other leaders, continues to raise serious questions about the bloc’s commitment to the very international order it claims to champion—and to BRICS as its most prominent platform for shaping that order.


Bart Piasecki is an assistant director with the Atlantic Council GeoEconomics Center.

This post is adapted from the GeoEconomics Center’s weekly Guide to the Global Economy newsletter. If you are interested in getting the newsletter, email SBusch@atlanticcouncil.org

At the intersection of economics, finance, and foreign policy, the GeoEconomics Center is a translation hub with the goal of helping shape a better global economic future.

The post Building BRICS appeared first on Atlantic Council.

]]>
How the war in Gaza diminished dreams of political reform in Egypt https://www.atlanticcouncil.org/blogs/menasource/war-in-gaza-political-reform-in-egypt/ Thu, 03 Jul 2025 19:41:16 +0000 https://www.atlanticcouncil.org/?p=857751 Egypt's national debate has shifted from reform to national security with just weeks ahead of parliamentary elections.

The post How the war in Gaza diminished dreams of political reform in Egypt appeared first on Atlantic Council.

]]>
In early 2023, Egypt’s deeply constrained public sphere showed tentative signs of political opening. Confronted with an economic crisis, President Abdel Fattah al-Sisi, who has maintained tight control over the country since 2014, initiated a package of economic and political reforms. Pushed to the margins for years, opposition voices cautiously hoped that the 2023 presidential and August 2025 parliamentary elections might open limited new space of political participation for secular groups after years of political constraints. Then came the October 7, 2023 Hamas attack inside Israel.

With the launch of Israel’s ongoing war in Gaza, followed by escalation with Hezbollah and Iran, harrowing images from the strip, and fears of Palestinian displacement to Egypt—Egyptian anxiety is elevated, and the national debate has shifted from reform to national security. By the end of 2023, al-Sisi had secured a third term without a meaningful electoral contestation amid calls for national unity.

It’s clear that the post-October 7 era has not only devastated the Gaza strip, it has also influenced Egypt’s economy and domestic political dynamics—and the impacts extend beyond the ballot box. This includes deepening ideological fractures among Egypt’s intellectuals and secular opposition, further discrediting their democratic narrative while lending credibility to conspiracy theories, and restoring the battered image of Egypt’s military as the nation’s ultimate protector.

Displacement overshadows political reform

After years of mismanagement, Egypt faced an economic crisis between 2022 and early 2023. Inflation climbed to over 32 percent by March 2023, and foreign debt exceeded $160 billion. These pressures created a narrow opening for discussions about political and economic reform and the military’s expanding role in the Egyptian economy.

To mitigate domestic discontent and reassure international donors, al-Sisi announced a “National Dialogue,” launched in May 2023. The dialogue was officially framed as a platform to promote political reform and to gather input from the full political spectrum, except the banned Muslim Brotherhood, on the country’s economic and governance challenges. Moreover, the government released several secular political prisoners, allowed the return of some exiled dissidents, permitted media space for opposition, and lifted the asset freeze and travel ban imposed on many human rights defenders. The “State Ownership Policy Document,” issued and approved in December 2022, pledged a timeline to reduce the state’s dominance over key economic sectors.

These steps raised some hopes that the 2023 presidential and 2025 parliamentary elections would differ from previous ones, where al-Sisi won 97 percent of the vote and state allies dominated parliament. They also raised the expectation that the state would allow greater participation for secular opposition, tolerate more serious candidates to compete with al-Sisi, allow for the opposition to form independent electoral lists, or at least guarantee broader inclusion within state-approved electoral lists in the coming parliamentary election. Egypt’s drained intellectuals and opposition groups, still recovering from the failures of the post-2011 uprising hoped for a modest revival of political dynamism after years of exclusion under al-Sisi.

Yet, the outbreak of the Gaza war abruptly shifted the national discourse, and the debate of political reform quickly faded behind the war’s horrific scenes, along with debates over plans to displace Palestinians to Egypt and Jordan. Amid public anxiety, Egypt’s December 2023 presidential election passed largely unnoticed and without serious competition. Al-Sisi secured a third term with an overwhelming majority, with 89.6 percent this time, facing only nominal opposition, calling his victory a “rejection of the inhumane war in Gaza.”

Even the conviction and imprisonment of former Member of Parliament Ahmed Tantawi—who had sought to run for president—for possessing and distributing unauthorized election documents sparked far less public debate than expected. With parliamentary elections expected by within weeks, there is little meaningful discussion of electoral reform or the measures that guarantee free elections, especially after a new amendment to the election law was hastily passed in parliament. and approved by the president without serious public debate or political consensus with opposition. Many fear the parliamentary election will merely echo the presidential election’s non-competitive and tightly controlled nature.

Polarizing the polarized intellectuals

Since 2011, Egypt’s intellectuals have been divided along multiple fault lines—first between reformists and revolutionaries, then between Islamists and secularists. These divisions sharpened during the brief presidency of Mohamed Morsi, a senior Muslim Brotherhood figure, and deepened after his 2013 ouster, backed by many secular groups and the military. The ensuing economic deterioration, coupled with the shattered dream of democratization, have disillusioned most of the Egyptian intellectuals despite their differences.

More recently, however, mounting economic hardship and the failure of the post 2011-2013 political trajectories have begun to soften these ideological rifts, creating space for some intellectuals and opposition figures to reflect and publicly reassess a decade of political failures. Yet the conflict in the region has reopened old wounds, turning debates over the conflict into a new arena for polarization.

SIGN UP FOR THIS WEEK IN THE MIDEAST NEWSLETTER

Many Islamists, leftists, and Nasserist figures voiced strong support for both Hamas’s and Iran’s responses to the recent US-Israel strikes on Tehran’s nuclear facilities, framing Hamas and Iran as legitimate anti-colonial resistance forces. In contrast, many nationalists and liberal figures condemned Hamas, blaming it for derailing the Israeli peace process in the nineties and portraying the October 7 attack as reckless and damaging to the Palestinian cause. Nationalists and liberals have also accused Iran of destabilizing the region through its proxies and irresponsible actions.

Ultimately, what began as debates over Hamas’s strategy and its outcome soon escalated into media confrontations, accusations of treason, and ruptured ties within the intellectual class. In an already drained political landscape, the resurgence of these fractures deepened weakness within Egypt’s intellectuals and opposition.

Discrediting democracy and embracing  conspiracy

The Gaza war’s impact went beyond political actors and debates, shaking the cultural foundations of Egypt’s reform movement. The inability of the Western-led international community to halt the scale of suffering in Gaza served as a second major blow to the liberal democratic narratives that were embraced by many Egyptian intellectuals since the 1990s, including the framing of democracy a prelude for development, peace, and progress.

In Egypt, perceived Western double standards deepened public skepticism towards democracy, increasingly seen not as a normative framework for foreign policies but as a tool of political pressure primarily serving Western interests. Many Egyptians were reminded of the US decision to freeze military aid to Egypt in 2013 over human rights concerns—after the Egyptian Army ousted Morsi. For some Egyptians, the human rights violations committed by their governments since 2013—which once drew US sanctions—now pale in comparison to the international accusations of genocide committed by Israel in Gaza, which the West met with outright support or passive silence. That inconsistency was also apparent in Washington’s decision to launch strikes on Iranian targets linked to its nuclear program, while continuing to support Israel—a state widely believed to possess a nuclear arsenal.

The agenda of Palestinian displacement abroad—once dismissed during the 1990s and 2000s as a conspiracy theory amplifying a fringe agenda in Israel—now appears real as Israel and the United States publicly pushed proposals to export the Gaza crisis into Egypt.

This is not the first instance in Egypt’s recent political history where Egypt’s versions of a liberal peace narrative have faced a popular reckoning. The first came when the 2011 Arab uprisings devolved into civil wars rather than democracy. And now, conspiracy theories that framed those uprisings as a Western plot to divide Arab countries and ensure Israel’s regional supremacy are experiencing a revival.

Amid these dynamics, the image of Egypt’s army and president—previously tarnished by widespread socioeconomic suffering—began to recover. The military has once again emerged as the ultimate protector with current and past traumas colliding: memories of the Sinai insurgency and post-June 2013 terrorist attacks, the enduring conflicts in neighboring Sudan and Gaza, and now Israel seizing control of the Rafah crossing. The Egyptian troop presence in Sinai, al-Sisi’s public rejection of US President Donald Trump’s plan to displace Palestinians from Gaza and his refusal to meet Trump at the White House, as well as widespread media calls to rally behind the state amid a national security threat all reinforce this image.

By strengthening the image of the army and the president, while weakening Egyptian dissidents through polarization and discrediting their democratic narrative, the Gaza war further enhanced the asymmetry between a strong, entrenched authority and a weak, fragmented opposition and intellectuals. This growing imbalance continues to block any meaningful change in power dynamics.

Al-Sisi’s security concerns

Despite al-Sisi’s renewed confidence in his restored image, and state media calls for national unity, his persistent security concerns remain.

The Palestinian cause has historically been a potent mobilizing force against the Egyptian authority, frequently harnessed by political Islamist movements like the Muslim Brotherhood, whose formal political role al-Sisi dismantled in 2013. Yet while the Brotherhood’s organizational presence has been curbed, its narrative over the conflict—alongside that of the broader “resistance camp”—may  resonate with some of the Egyptian public, particularly among a younger generation that came of age during one of the most violent phases of the Arab-Israeli conflict. Many in this cohort are disillusioned with prospects for peace and increasingly receptive to boycott campaigns, championed by Muslim Brotherhood media, against Israel and the United States. They are also exposed to narratives framing the Egyptian regime as a complicit actor aligned with Western interests and Israel’s war in Gaza. The appeal of these narratives, coupled with rising sympathy for Hamas in the early months of the war and the resurgence of Islamism in neighboring Jordan—as seen in the September 2024 elections—has likely deepened al-Sisi’s anxieties. Although there is no immediate sign of large-scale pro-Palestine mobilization, due to the state’s zero-tolerance to demonstrations, these dynamics raise the risk of rekindling ideological currents viewing them as potential challenges to its stability.

Ultimately, the post-October 7 era has not only demolished Gaza. It also disrupted Egypt’s fragile political opening: deepening polarization, weakening opposition forces, and temporarily consolidating the public standing of the president and military amid heightened insecurity. The erosion of the foundations of democratic narratives, widening fractures among intellectuals, and the simmering threat of Islamist mobilization leave Egypt’s political opening increasingly elusive, with the country seemingly sliding back into political stagnation.

Whether Egypt can resist these turbulent crosscurrents—reshaped by the regional war—without sliding again into stagnation, or revive its reform ambitions, remains the defining challenge in the post-October 7 era—one that the parliamentary elections are likely to reveal.

Amr Salah Mohamed is a scholar and lecturer at the Carter School for Peace and Conflict Resolution at George Mason University, specializing in conflicts in the Middle East and Egyptian politics.

The post How the war in Gaza diminished dreams of political reform in Egypt appeared first on Atlantic Council.

]]>
What to expect from Iran’s approach to Africa after its war with Israel https://www.atlanticcouncil.org/blogs/africasource/what-to-expect-from-irans-approach-to-africa-after-its-war-with-israel/ Thu, 03 Jul 2025 18:15:01 +0000 https://www.atlanticcouncil.org/?p=857753 The fallout from the war could seriously hamper Iran's growing influence in the short term. But depending on how the regime reacts, it could be a different story over the long run.

The post What to expect from Iran’s approach to Africa after its war with Israel appeared first on Atlantic Council.

]]>
The twelve-day war between Iran and Israel, which the United States joined with airstrikes against the Iranian nuclear program, has shaken up the foreign-policy calculus for the Islamic Republic.

What happens next will have implications for regions well beyond the Middle East. That is partially because a cornerstone of Iran’s foreign policy is its deepening engagement with Africa, particularly in military engagement and technology transfers. Tehran has framed its investments in the continent as part of a broader anti-imperialist resistance to the West, and it has elevated the continent to a strategic priority.

The fallout from this war could seriously hamper this growing influence in the short term. But depending on how the regime reacts, it could be a different story over the long run.

Hard and soft

Iran’s “drone diplomacy” has been a cornerstone of its foreign policy approach in recent years. Iran has deployed such diplomacy across the African continent, most notably in Sudan, a key gateway to the Red Sea. It is suspected that Iran has been providing the Sudanese Armed Forces with military equipment since the two countries resumed diplomatic ties in October 2023.

But Iran has also exercised an increasing amount of soft power on the continent. It has increased the number of Iranian ministerial and presidential visits to the continent, as well as the deployment of increasingly sophisticated soft power tools, many with a religious nature. These include the establishment of Islamic institutes in over thirty African countries, the provision of free social services by the Iranian Red Crescent Society and the Imam Khomeini Relief Committee, and missionary activities conducted by Al-Mustafa International University. Government-supported IranRadio launched Hausa TV in Nigeria in 2017, presenting it as the first Iranian radio and television channel dedicated to the African continent.

Why Africa?

There are three primary reasons why Iran would focus on Africa.

The first is ideological. Seeking to break out of its diplomatic isolation, Iran has continued to work to expand its Axis of Resistance against Israel and the United States. Tehran saw Africa—particularly the Sahel, where it perceives a rise of anti-Western sentiment—as a historic opportunity. In 2022, the Iranian foreign minister visited Mali, a country whose 2020 coup was the first in a series of takeovers in the Sahel. In 2023, in meetings with Malian security officials, the Iranian defense minister was quoted as saying, “the Islamic Republic of Iran will spare no effort to strengthen Mali’s defense power against the threats posed by terrorist groups.”

The second is political. African partnerships play an important role in Tehran’s strategy regarding its nuclear program and human rights. It is worth noting that African countries represent 28 percent of the votes at the United Nations, a forum that has raised concerns in the past about Iran’s human rights record and nuclear development activities.

Iran has worked to strengthen its bonds with Africa on such issues, as demonstrated by former Iranian President Ebrahim Raisi’s praise for Uganda’s anti-LGBTQI+ legislation, using anti-Western rhetoric, when he visited the African country in 2023 during a three-country tour of the continent. “The Western countries try to identify homosexuality as an index of civilization, while this is one of the dirtiest issues,” he said. In addition, Burkina Faso, which has been under military rule since 2022, signed a memorandum of understanding for cooperation on peaceful nuclear applications with Iran. This is probably why, on June 12, Burkina Faso was the only African country to vote against the International Atomic Energy Agency (IAEA) resolution condemning Iran for “non-compliance” with its nuclear obligations. Russia and China also voted against the resolution.

Nevertheless, many African countries support Tehran’s right to develop a civilian nuclear industry, calling for its use to be peaceful. This explains why countries such as South Africa, Ghana, and Egypt, as well as India, Indonesia, and Brazil, abstained in the IAEA vote. These votes echoed a joint statement issued on June 17 by twenty-one countries, including ten African states, which condemned Israel’s airstrikes on Iran and urged de-escalation; it also called for a nuclear-weapon-free zone in the region.

The third reason is an economic one. In 2024, it was reported that Iran secured a secret deal for three hundred tons of refined uranium from Niger, raising alarm in Washington. Iran’s interest in accessing commercial markets in Africa—including uranium from Niger, gold from Burkina Faso and Mali, and cobalt from Uganda—can be attributed, at least partially, to its efforts to circumvent the heavy sanctions imposed by the United States and gain access to key components for its defense systems. For some of these African countries, for example Niger (which is also under sanctions), this renewed cooperation with Iran may seem like a godsend.

Iran has also pursued other avenues of economic cooperation with African countries. During his cross-continent trip in 2023, the former Iranian president also visited Kenya, which is now a major non-NATO ally. Kenyan President William Ruto designated Iran as “a critical strategic partner” and announced the signing of five bilateral memoranda of understanding in various sectors, including information technology and fisheries. And this year, Tehran secured a joint economic cooperation agreement with Niger that spans sectors including mining, energy, industry, and technology.

For Iran, losing Africa would have substantial economic consequences. Iran’s push into Africa is taking place amid growing investments from Gulf states in Africa and rising competition between the Gulf states and Iran on African soil. Although Iran’s trade with Africa currently represents only 3 percent of Iran’s total exports and 1 percent of its total imports, the value of Iran-Africa trade has at least doubled since 2021. Today’s figure is estimated at between $800 million and $1.3 billion, but Iran is targeting an annual trade volume of ten billion dollars. In pursuit of improving economic cooperation, Tehran reportedly hosted seven hundred business leaders from thirty-eight African countries at the third Iran-Africa Cooperation Summit in April.

What comes next

The Israeli and US strikes could result in Iran abandoning its pivot to Africa to focus on its own stability.

But they could also reinforce Tehran’s resolve to accelerate its African engagement. It is possible that the challenges Iran faces in the region will force it to seek greater support in Africa in order to strengthen its position in the Middle East. This would be similar to how Russia leveraged African resources and anti-West anger to fuel its war in Ukraine. But that would require the regime to have a considerable amount of resilience—and for the great power competition already taking place on the continent to unfold in a way that is advantageous for Iran and its messaging.

Thus, what ultimately happens in Africa with respect to Iran’s influence depends on the future of the regime in Tehran.

For each African country, a relationship with Iran offers both opportunities for development cooperation and risks of becoming entangled in broader geopolitical tensions that could ultimately undermine their own stability and international standing.


Rama Yade is the senior director of the Atlantic Council’s Africa Center.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post What to expect from Iran’s approach to Africa after its war with Israel appeared first on Atlantic Council.

]]>
NATO has a Mediterranean blind spot—and it puts the Alliance’s security at risk https://www.atlanticcouncil.org/blogs/new-atlanticist/nato-has-a-mediterranean-blind-spot-and-it-puts-the-alliances-security-at-risk/ Mon, 30 Jun 2025 17:54:15 +0000 https://www.atlanticcouncil.org/?p=857020 The decision not to invite any of the Mediterranean Dialogue countries to the NATO Summit at The Hague was a missed opportunity.

The post NATO has a Mediterranean blind spot—and it puts the Alliance’s security at risk appeared first on Atlantic Council.

]]>
When NATO leaders and partners of the Alliance met in The Hague last week, countries from two important regions were notably absent: Neither North African nor Middle Eastern nations were at the table when the NATO Summit convened. While this is nothing new, overlooking these regions—especially at a time when Russian threats in North Africa and the Sahel increasingly endanger NATO’s southern neighborhood—is a missed opportunity at best and a critical strategic oversight at worst.

NATO summits are milestone events for the Alliance. Each summit’s communiqué outlines the Alliance’s priorities and signals the policies it expects its member states to adopt. While the focus of the summit is on the allies, it is an increasingly common practice for NATO to invite important non-NATO partners as well. This reflects the “cooperative security” function of the Alliance, reaffirmed in the 2022 Strategic Concept adopted at the Madrid summit.

The power of partners

Inviting partners has not always been the norm. NATO’s declaration at its 1997 Madrid summit marked a turning point by formally recognizing the shared strategic interests of NATO and the European Union, leading to the bloc’s regular participation in NATO Summits. Building on this precedent, the Alliance has expanded its engagement to other strategic partners in recent years: Ukraine, for example, has been consistently invited since Russia’s 2022 full-scale invasion. Australia, Japan, New Zealand, and South Korea are also regular participants.

Meanwhile, the members of NATO’s Mediterranean Dialogue—Algeria, Egypt, Israel, Jordan, Mauritania, Morocco, and Tunisia—have rarely been invited to NATO summits, aside from occasional exceptions. The same holds true for the members of the Istanbul Cooperation Initiative (ICI) that was established in 2004 to complement the Mediterranean Dialogue. The ICI includes Qatar, Bahrain, the United Arab Emirates, and Kuwait. In part, this is because of concerns over some countries’ participation. Algeria and Egypt, for example, have been accused of maintaining close ties with Russia, while varying degrees of friction persist between Morocco and Spain, Algeria and France, and Egypt and Turkey.

Still, the decision to exclude Mediterranean Dialogue and ICI countries this year remains surprising for several reasons. To begin with, at the 2024 NATO Summit in Washington, allies tasked the secretary general with appointing a special representative for the southern neighborhood. In July 2024, Spanish diplomat Javier Colomina was tapped for this role, with a mandate to enhance NATO’s visibility in the Middle East, North Africa, and the Sahel.

Also at the 2024 summit, allies adopted an action plan for the southern neighborhood, drawing on a NATO-commissioned report prepared by an independent expert group in May of that year. The report called for a renewed strategic approach centered on “a strengthening of NATO’s political dialogue about and with the region.” It also called for better integration of the NATO Strategic Direction-South Hub (NSD-S HUB) into the NATO structure. The NSD-S HUB had been created in 2017 to help bridge NATO’s gap with Middle East and North African countries.

These recommendations, however, remain largely unfulfilled. The role of the special representative for the south, which was initially intended to preside over a department, remains a marginal player with little leverage over the rest of the Alliance. The NSD-S HUB remains on the sidelines, lacking power due to its limited mandate and disconnect from NATO headquarters. Meanwhile, NATO cooperation with countries of the Mediterranean Dialogue remains negligible (with the possible exception of Tunisia, which became a major non-NATO ally of the United States in 2015).

The Russia factor

The decision not to invite Mediterranean partners is also striking given Russia’s expanding presence in the so-called wider Mediterranean and its growing role in fueling instability along NATO’s southern flank. Moscow is exploiting the fragility of several states in this area. Russia’s footprint in Mali, Burkina Faso, Niger, and the Central African Republic (CAR)—where it has maintained a strong presence since 2021—has increased. These countries’ regimes (with the exception of the CAR) have progressively dismantled existing security partnerships with France, the European Union, and the United States, which has allowed Russia to consolidate its security ties with these junta-led regimes and further expand its influence. Moscow’s reach into the Sahel is also reinforced by its growing military presence through the Africa Corps, which now operates under the explicit command of the Russian Ministry of Defense. This marks a significant institutional deepening of direct Kremlin control over its paramilitary involvement in the region.

Under former leader Bashar al-Assad, Syria maintained close ties with Russia, even hosting a Russian naval facility at Tartus. But since the Assad regime’s fall in December 2024, Russia has pivoted toward Libya, a country still fractured by internal conflict. Moscow has sought to expand its military presence by deepening its ties with the Haftar family in Libya. With the al-Khadim, al-Jufra, and Maaten al-Sarra airbases, Russia has established several footholds in the country and it is engaged in ongoing negotiations for a new naval base in the port city of Derna. The strategic rationale is clear: Unlike the port of Tartus—which lacks dry-dock facilities for major overhauls—Derna would provide Moscow with a much-needed site for essential naval maintenance, reducing its reliance on distant ports in the Baltic. 

Russia’s growing influence in North Africa and the Sahel poses both indirect and direct challenges to NATO’s security. On the indirect front, authoritarian, unaccountable, and externally controlled regimes fuel grievances, which are in turn often exploited by jihadist groups. Moreover, these governments’ reliance on Russia-backed militias for survival leaves them vulnerable to becoming instruments of leverage against NATO members—whether through the manipulation of migration flows toward Europe or by tightening control over critical raw material supply chains.

In terms of direct threats, Russia’s expanding naval presence in the Mediterranean raises concerns about freedom of navigation in the region, as well as the risk of direct incidents between NATO and Russia. The chief of staff of the Italian Navy, Admiral Enrico Credendino, recently stated that “Italian ships operating off the coast of Libya are almost always followed by a Russian spy ship.” Permanent military bases in Libya would grant Moscow new strategic footholds with which to threaten Europe, including with missile systems, while Russia is already recruiting African mercenaries—nicknamed “Black Wagners”—who are currently active in Ukraine and may also be deployed in future crises.

The Mediterranean matters

NATO’s presence in the Mediterranean remains primarily naval, and there is growing concern that this presence is insufficient to provide effective deterrence against Russian expansionism and the threats posed by its proxies. More and more European officials are drawing attention to the fact that Russia’s threat is not limited to NATO’s eastern flank alone. Just a few days before the most recent summit, Italian Defense Minister Guido Crosetto said that NATO “as it is, no longer has a reason to exist,” in part expressing his frustration at the Alliance’s lack of engagement with the Global South. Spanish Prime Minister Pedro Sánchez, too, criticized the Alliance’s priorities during the summit, calling the increased defense spending benchmark of 5 percent of gross domestic product “unreasonable.”

Given these developments, the decision not to invite any of the Mediterranean Dialogue countries to the NATO Summit at The Hague was a missed opportunity. Including at least these partners would have marked an important step in demonstrating to southern European member states that the Alliance’s commitment to a “360 degree vision of security” is not merely rhetorical. 

NATO has a strategic opportunity to deepen its engagement with the broader Mediterranean region—especially in light of next year’s summit in Turkey. The Defense and Related Security Capacity Building programs, originally designed to bolster the defense and security capabilities of partner countries, remain underutilized. Expanding cooperation with key states such as Algeria and Egypt through these programs would not only help reinforce NATO’s southern flank but also counter the growing influence of Russia in the region.

Another avenue for impact lies in strengthening cooperative security efforts with Mediterranean partners by reinvigorating existing frameworks, most notably the Mediterranean Dialogue and the ICI. These platforms offer valuable, existing tools for trust-building and joint action.

Finally, NATO should enhance its understanding of the evolving dynamics on its southern flank by expanding the role of the NSD-S HUB in Naples to serve its initial purpose of identifying tangible opportunities for cooperation. All these efforts would meaningfully advance NATO’s goal of a 360-degree approach to security, while also reassuring southern European members that their concerns are being heard and addressed.


Gabriele Natalizia is a visiting fellow with the Atlantic Council’s Europe Center and an associate professor in the Department of Political Science at Sapienza University of Rome.

Alissa Pavia is the associate director of the Atlantic Council’s North Africa program.

The post NATO has a Mediterranean blind spot—and it puts the Alliance’s security at risk appeared first on Atlantic Council.

]]>
Africa’s game revolution is loading https://www.atlanticcouncil.org/blogs/africasource/africas-game-revolution-is-loading/ Mon, 30 Jun 2025 17:13:48 +0000 https://www.atlanticcouncil.org/?p=856201 With the right investment, infrastructure, and visibility, Africa won’t just be a player in the global gaming industry—it will be the one pushing it forward.

The post Africa’s game revolution is loading appeared first on Atlantic Council.

]]>
Africa is the future of the global gaming industry.

In 2024 alone, the continent added 32 million new gamers. This growth—six times faster than the global average—is attributed to the rapid adoption of internet-connected smartphones, with over 92 percent of Africa’s 350 million gamers playing exclusively on their phones. And with the continent set to be home to 40 percent of the world’s youth by 2030, it is shaping up to be the largest potential market for gaming and digital entertainment on the planet.

A survey of African gamers found that 62 percent spend money on gaming, building games, or making in-game purchases. In 2024, Africa’s gaming industry surpassed one billion dollars in revenue for the first time, marking 12 percent year-on-year growth. Forecasts project this figure to reach ten billion dollars by 2033. However, without urgent and sustained investment in local talent, homegrown intellectual property, and digital infrastructure, the continent risks remaining primarily a consumer of global games—not a global game-producing force in its own right.

It’s about more than entertainment

The creative talent is already in Africa. For example, Nigeria’s Maliyo Games has released more than forty titles, trained hundreds of developers, and reached millions of downloads (the studio’s multiplayer card game Whot King alone saw more than three million downloads). The studio’s games draw fans across Africa, the United States, Asia, and the Middle East. Meanwhile, Ghana-based Leti Arts has built a cross-media universe spanning games and graphic novels. Kenya’s Usiku Games runs the country’s first dedicated mobile games studio, with more than fifty thousand downloads of its flagship title. And South Africa’s 24 Bit Games has helped launch global hits such as Neon White and Twelve Minutes.

These studios are building games with global cultural relevance. When Disney launched its Afrofuturist series Iwájú, it partnered with Maliyo Games to create the official mobile tie-in. The result is the fast-paced cooking simulation Iwájú: Rising Chef, which brings Nigerian food, slang, and humor to a global audience. Cameroon’s Kiro’o Games built Aurion: Legacy of the Kori-Odan, a fantasy role-playing game where players draw power from ancestral energy to fight injustice, using hand-drawn art and Cameroonian languages. And in Africa’s Legends by Leti Arts, players take on the role of the Dogon warrior queen Tolo Sagala and other historical figures.

But African gaming is more than entertainment—it is also a powerful tool for civic education and social impact. In December 2024, Maliyo Games partnered with the US Consulate General in Lagos and US-based Global Game Jam on a Game Up Africa Jam for Democracy to tackle misinformation through interactive storytelling. Usiku Games launched Cyber Soljas, a mobile adventure designed to teach young people about online safety, and ChopUp’s Ebola Strikeforce educates players about preventive health measures. South African studio Sea Monster Entertainment partnered with Capitec Bank to create Livin’ it Up, a financial-management game that has been played around four million times by 160,000 unique users, helping players understand budgeting and saving.

Infrastructure woes and funding struggles curb potential

Much of this progress has been made despite limited financial backing. For instance, only 59 percent of African studios report receiving any external investment. Game development is expensive and can be slow to monetize, especially in mobile-first markets where most users expect free-to-play access. To illustrate this challenge, among those who downloaded ChopUp’s games, only 15 percent made in-game purchases.

Many studios still rely on personal savings, small grants, or outsourced work to survive, with just 46 percent of African game developers earning any income from their work. Cameroon’s Kiro’o Games raised $305,000 over five years through equity crowdfunding to develop Aurion—a major win, but far below what’s needed to scale globally. Similarly, mobile-games publisher Carry1st raised $27 million in one of the few major fundraisers in the African gaming sector. However, Carry1st focuses on distribution, not development, partnering with firms like Activision to adapt Call of Duty: Mobile for African players and enable in-app purchases in rand, shillings, or naira.

Capital, however, is only part of the challenge. Unstable electricity, high data costs, and limited broadband access regularly disrupt both development and gameplay, especially outside major cities. In Zambia, for example, mobile data costs remain at least twice the global average, while frequent power outages force some African gaming studios to rely on generators. Compounding these infrastructure issues, formal training remains scarce. With few university programs focused on game design or interactive media, Maliyo Games, for example, has built an in-house training pipeline to fill the gap, and it now sources up to 75 percent of its team this way. Meanwhile, most African governments offer little regulatory clarity or public funding support.

Africa’s gaming industry deserves international investment

Unlocking Africa’s gaming potential will require coordinated action. Investors need to move beyond one-off grants and embrace early-stage risk—through blended finance, regional incubators, and longer runways for studios building original intellectual property. Programs such as Accra-based incubator Meltwater Entrepreneurial School of Technology have shown what’s possible by backing teams such as Leti Arts with seed funding, training, and support. The big players—Sony, Activision, and Epic, for example—should follow suit, not just by localizing global hits, but also by funding African-made games and getting them in front of international audiences, including by tapping into the growing gaming console market on the continent. This approach has paid off for African music and TV with platforms such as Spotify and Netflix, and it can scale to gaming too.

On the talent side, educational institutions must begin treating gaming as a serious engine for creating productive, high-skill jobs and economic growth. Wits University in Johannesburg now offers a full degree in game design, while Kenya’s Africa Digital Media Institute has partnered with French gaming school Rubika to offer training through the CreaTech Animation and Game Lab in Nairobi. Regional accelerators such as GameUp Africa are also helping plug gaps, providing long-term training in coding, design, and production to early-career developers, often feeding directly into studios such as Maliyo Games and Usiku Games.

African gaming is poised to level up. The developers and audience are ready, and the stories being told are unlike anything else in the world. With the right investment, infrastructure, and visibility, Africa won’t just be a player in the global gaming industry—it will be the one pushing it forward.


Tom Bonsundy-O’Bryan is a fellow at the Atlantic Council’s Africa Center and Meta’s head of misinformation policy for Europe, Middle East, and Africa.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post Africa’s game revolution is loading appeared first on Atlantic Council.

]]>
Experts react: The DRC and Rwanda agreed to a US-backed peace deal. Can critical minerals help end this conflict? https://www.atlanticcouncil.org/blogs/new-atlanticist/experts-react-the-drc-and-rwanda-agreed-to-a-us-backed-peace-deal-can-critical-minerals-help-end-this-conflict/ Sat, 28 Jun 2025 02:17:08 +0000 https://www.atlanticcouncil.org/?p=856800 Will this agreement succeed in halting the fighting? Our experts read between the lines of the peace agreement.

The post Experts react: The DRC and Rwanda agreed to a US-backed peace deal. Can critical minerals help end this conflict? appeared first on Atlantic Council.

]]>
It’s “been a long time waiting,” as US President Donald Trump put it. On Friday, the foreign ministers of Rwanda and the Democratic Republic of the Congo (DRC) signed a US-brokered peace deal aimed at ending a brutal conflict that has left thousands dead and millions displaced. Under the terms of the deal, the DRC and Rwanda agreed to respect each other’s territorial integrity and cease hostilities, while paving the way for greater US investment in the DRC’s critical minerals. Trump indicated that the two countries’ presidents would soon return to the White House for a signing ceremony for the “Washington Accord.” However, significant concerns remain, as the M23 militia, the Rwanda-backed rebel group that captured the major Congolese cities of Goma and Bukavu earlier this year, did not participate in these negotiations. 

Will this agreement succeed in halting the fighting? And what does this mean for the US role in the region? Below, our experts read between the lines of the peace agreement.  

Jump to an expert reaction

Frannie Léautier: This deal could redefine peace and power

Tressa Guenov: This deal could help resolve a complex conflict—and pose a challenge to China 

Alexandria Maloney: A pivotal moment for Africa’s stability and the global energy transition

Will Mortenson: To ensure peace leads to prosperity, the DRC must prioritize the rule of law 


This deal could redefine peace and power

This agreement, focused on responsibly sourcing and processing critical minerals, is about much more than mining. It is about recasting the narrative of Central Africa—from one of endless conflict to one of integrated opportunity. And it comes at a time when the world is racing toward a clean energy future that must be built not just with sustainable materials but with shared values.

For decades, the DRC’s substantial mineral riches have been both a blessing and a curse—fueling violence, enabling illicit trade, and entrenching poverty. This new agreement, however, links mineral access to governance, traceability, and regional cooperation. By recognizing Rwanda’s role in regional logistics and committing to a jointly managed, transparent minerals corridor, the deal offers a pathway out of zero-sum geopolitics and toward a model of mutual gain.

Like the recent US–Ukraine minerals agreement, this US–DRC deal aligns resource access with political stabilization. It signals a growing recognition in Washington that supply chain resilience is not just a commercial imperative—it’s a diplomatic and security one.

For the African continent, the most exciting prospect may be the acceleration of regional integration. This trilateral deal strengthens the case for the African Continental Free Trade Area by showing that cross-border cooperation is not only possible—it is strategic. The mineral corridor envisioned in this agreement could become a backbone for industrial zones, green energy clusters, and cross-border infrastructure linking East, Central, and Southern Africa.

It also opens the door for a new kind of diplomacy: one grounded not in competition for resources, but in shared stewardship. If successful, this model could be adapted elsewhere—from Guinea and Liberia to Mozambique and Tanzania.

This matters for several reasons:

  • Security: By conditioning mineral trade on peace and governance benchmarks, the agreement could change the incentive structures that have enabled armed groups to thrive. If monitored and enforced with local buy-in, it could become a precedent-setting model for responsible sourcing in fragile contexts.
  • The energy transition: With the West seeking alternatives in battery supply chains, Africa’s resource-rich nations are no longer peripheral—they are pivotal. A stable, ethically sourced stream of critical minerals from the DRC could anchor a new era of cleaner, more secure energy production.
  • Technology and trade: This deal could lay the foundation for deeper US–Africa industrial cooperation, helping African countries move up the value chain through refining, battery assembly, and tech partnerships—rather than remaining exporters of raw materials.
  • Peace-building. If designed for the long haul, this deal could help demonstrate that diplomacy and development are not side issues in energy policy—they are central to it.

What comes next? To turn this vision into reality, three imperatives must guide the path forward:

  • Sustained US engagement: Beyond the initial announcement, the United States must invest in follow-through—technical support, financing tools, and diplomatic accompaniment.
  • Local leadership and governance: Success hinges on the empowerment of Congolese and Rwandan actors—especially civil society and local businesses—who can ensure that mineral wealth is equitably shared and responsibly managed.
  • Transparent and inclusive implementation: Trust will be key. Independent monitoring, grievance redress mechanisms, and community consultation must be embedded from day one.

Frannie Léautier is a nonresident senior fellow at the Atlantic Council’s Africa Center and chief executive officer of SouthBridge Investment. She previously served as chief of staff to the president and vice president at the World Bank Group and senior vice president at the African Development Bank.


This deal could help resolve a complex conflict—and pose a challenge to China 

The US-brokered peace agreement signed today in Washington between the DRC and Rwanda is welcome news that could begin to resolve this complex and bloody conflict. Previous peace efforts over numerous US administrations have been elusive, so successful implementation will depend on all parties fully committing to the long-term work that is needed for lasting peace.  

The deal hinges on what is by now a familiar theme with the Trump administration: access to critical minerals for the United States. Chances are the device you are reading this on contains rare materials such as tantalum, tungsten, or coltan mined in the DRC or Rwanda. Critical minerals from these countries also go into nearly every form of high-end defense equipment manufactured today. But technology is not without consequences. Funds from the mines that extract these valuable metals have been diverted toward fueling the conflict and associated corruption. 

China, which holds a monopoly over the DRC’s vast cobalt industry, will be watching this deal closely, as it too has a rapacious demand for critical minerals for its processing industry and for commercial and defense applications. China has reportedly supplied weapons to both the DRC and Rwanda. The deal could test China’s ability to navigate the region. Russia also has a strong history with the DRC and will surely be at the ready with misinformation about US intentions with the deal. 

Paradoxically, if not carefully managed, any new critical mineral extraction and access that the United States seeks from the deal could further perpetuate the factors that have enabled the conflict to endure for so long (such as child labor, corruption, devastating violence, and environmental plunder). The nature of US participation in the long-term diplomatic and economic implementation of the deal is unclear. It will be made harder by the recent cuts to the US capacity for aid and development programs, which would be a vital tool in assisting with peacebuilding. The inclusion of women, who have suffered greatly in this conflict, and other disenfranchised groups will also be crucial for securing a lasting peace. Today’s announcement is an essential step in the right direction. Now the real work begins. 

Tressa Guenov is the director for programs and operations and a senior fellow at the Atlantic Council’s Scowcroft Center for Strategy and Security. Previously, she was the US principal deputy assistant secretary of defense for international security affairs in the Office of the Under Secretary of Defense for Policy at the US Department of Defense. 


A pivotal moment for Africa’s stability and the global energy transition

The announcement of a peace and critical minerals deal between the United States and the DRC marks a pivotal moment—not just for bilateral relations, but for Africa’s long-term stability and the global energy transition. If successful, the deal could demonstrate how diplomacy, development, and strategic resource management can align to benefit all parties involved. 

This agreement may provide a platform for stability and strategic cooperation by de-risking mineral supply chains essential for clean energy, formalizing governance in conflict-affected regions of the DRC, and empowering African stakeholders to shape global narratives around resource development. It could also bolster US commitments to mutual partnership as outlined in the US Strategy Toward Sub-Saharan Africa

However, any optimism must be tempered with realism. The deal will be vulnerable if systemic challenges remain unaddressed. Fragile governance structures in eastern DRC, particularly weak institutional capacity and fragmented local authority, could undercut enforcement or public trust. If the agreement leans too heavily on extraction without corresponding investment in infrastructure, human capital, or environmental safeguards, it may risk deepening economic disparities rather than resolving them. Additionally, China’s entrenched footprint in the DRC’s mining sector may complicate implementation and heighten geopolitical tensions. Perhaps most critically, the exclusion of local communities or civil society organizations from negotiations could foster resentment and erode legitimacy, leading to long-term instability. 

What cannot be missed is this: The opportunity here is not simply to secure minerals, but to establish a new model for engaging fragile, resource-rich states. That model must prioritize peace as the foundation, not the byproduct, of economic growth.  

Alexandria Maloney is a nonresident senior fellow with the Africa Center, president of Black Professionals in International Affairs, and a visiting lecturer at Cornell University


To ensure peace leads to prosperity, the DRC must prioritize the rule of law 

The DRC-Rwanda peace deal is an incredible landmark in a long history of cross-border conflict that has prevented the DRC from truly capitalizing on its vast mineral resources. In no small part due to the persistent violence in eastern DRC, the country is one of the poorest and least prosperous countries in Sub-Saharan Africa, according to the 2025 Freedom and Prosperity Indexes.   

While the foundational commitment to peace and to collaboratively stamping out militia activity in eastern DRC is undoubtedly the bulwark of this agreement, the importance of the joint commitment in enhancing trade and investment opportunities through existing regional frameworks cannot be overlooked. If peace does indeed prevail, the DRC stands to reap tremendous rewards from an enhanced ability to attract foreign investment. Multinational corporations and foreign governments (namely the United States, which helped broker the agreement) are chomping at the bit to access the country’s mineral resources, many of which are critical for emerging military and civilian technologies.  

However, in order to capitalize on this opportunity to attract foreign investment and to ensure that the Congolese people benefit from it, the government of President Felix Tshisekedi must tackle corruption and establish a more robustly articulated and enforced rule of law. Establishing stability through the rule of law, low levels of corruption, and an efficient judiciary is essential for attracting outside investment. The DRC ranks among the lowest in the world in these metrics, placing 154th out of 164 countries covered in the legal subindex of the 2025 Freedom and Prosperity Indexes. Thus, only by initiating essential domestic reforms can the DRC take full advantage of the peace that this historic agreement promises to bring. 

Will Mortenson is a program assistant at the Atlantic Council’s Freedom and Prosperity Center, where he supports the center’s research, programming, and outreach. 

The post Experts react: The DRC and Rwanda agreed to a US-backed peace deal. Can critical minerals help end this conflict? appeared first on Atlantic Council.

]]>
In Seville, leaders have an opportunity to tackle systemic global inequality. Will they take it? https://www.atlanticcouncil.org/blogs/africasource/in-seville-leaders-have-an-opportunity-to-tackle-systemic-global-inequality-will-they-take-it/ Fri, 27 Jun 2025 21:50:21 +0000 https://www.atlanticcouncil.org/?p=856637 Achieving the Sustainable Development Goals at the global level increasingly depends on progress being made in Africa.

The post In Seville, leaders have an opportunity to tackle systemic global inequality. Will they take it? appeared first on Atlantic Council.

]]>
Next week, government, finance, and civil-society leaders will convene at the United Nations 4th International Conference on Financing for Development in Seville, Spain. It presents a critical opportunity to alleviate one major constraint on development: Inequitable access to affordable, long-term financing. But unless world leaders adopt a new mindset on development, their efforts may falter. 

Access to finance and technology is the most limiting constraint to economic growth and progress toward the 2030 Sustainable Development Goals (SDGs). Nowhere is this constraint more overbearing than in Africa, where the extremely high incidence of sovereign debt has undermined governments’ capacity to invest sustainably in human capital development and research infrastructure. This has suppressed innovation and the building of technological infrastructure, exacerbating gaps (both income and otherwise) between Africa and other parts of the world.

Achieving the SDGs at the global level increasingly depends on progress being made in Africa. To date, however, there has been little to boast about, both across Africa and globally. The welfare gap between Africa and other regions of the world, including regions comprised of developing countries, is enormous and has been widening. Environmental degradation is accelerating. The global annual financing gap for the SDGs is immense, estimated at around four trillion dollars per year through 2030; for Africa alone, that figure sits at $1.3 trillion each year. The existing global financial architecture has drained scarce resources from Africa, exacerbating balance-of-payments constraints in most African countries, some of which have become net creditors to the rest of the world.

Credit rating agencies have inflated risk perceptions for the sixteen African countries that issued bonds, and the cost of such ratings biases is estimated to be $74.5 billion in excess interest and forgone funding. Last year, African governments spent an estimated $163 billion on debt servicing (a significant increase from $61 billion in 2010), dwarfing development financing from international financial institutions. The world’s prevailing development model consistently fails to meet the needs of the present, worsens global inequality and negative externalities, and erodes the long-term wealth of nations. Taken together, these factors jeopardize progress toward the SDGs and undermine the ability of future generations to meet their own needs.

Only 17 percent of the SDGs are currently on track, and more than a third have either stalled or are regressing. Looking at Africa specifically, the number of people falling into poverty has increased sharply in the aftermath of the COVID-19 pandemic, and Africa now accounts for around 55 percent of global poverty. Sub-Saharan Africa is home to more than 237 million children living in extreme poverty (representing more than 71 percent of the global total), up from 210 million in 2013. These realities show setbacks for the first SDG of eradicating poverty.

Dispiriting poverty metrics and limited progress toward the SDGs have been at least partially attributed to the challenging global operating and geopolitical environment. Overlapping health, economic, and social crises resulting from the pandemic—compounded by tightening global financial conditions, rising geopolitical risks and uncertainty (including trade policy uncertainty), and climate catastrophes—have derailed countries’ growth trajectories and undermined progress toward the SDGs, especially in the most vulnerable low-income countries.

Heightened geopolitical tensions are undermining the global cooperation necessary to narrow the SDG financing gap or restructure sovereign debt to reduce the volatility of public spending and attract private investment. Simultaneously, rising protectionism is stifling growth in low-income countries, which rely heavily on trade for economic expansion and foreign exchange reserves. Global volatility is only making the situation worse, especially in the most vulnerable and natural-resource-dependent economies, where the deterioration of commodity terms of trade has been the bane of economic growth, exacerbating internal and external imbalances.

While the UN says that SDG 1 (eradicating poverty) has seen “moderate” and “marginal” progress, such gains are attributed mainly to the spectacular performance of Asia’s emerging market economies. In particular, China has benefited enormously from its integration into global value chains. Over the past forty years, the number of Chinese people living in poverty fell by almost 800 million, meaning China by itself accounted for around three-quarters of the global reduction in the number of people living in extreme poverty.

In China and other high-performing Asian economies that have driven the reduction of global poverty, sustained public investment in human, physical, and digital capital has catalyzed private investment, including large-scale foreign direct investment (FDI). According to recent data, Asia was the destination of more than 71 percent of combined inward FDI in the developing world in 2023, dwarfing Africa’s 6 percent share.

Sustained investment has helped establish Asia’s robust manufacturing base, driving the diversification of growth sources in the region and expanding employment opportunities, thereby strengthening the foundation of macroeconomic stability. And in a generally favorable geopolitical environment of increasing global economic integration and supply-chain optimization, the expansion of manufacturing industries catalyzed technology transfers. This, in turn, further enhanced Asian countries’ integration into global value chains and accelerated income convergence with advanced economies.

Meanwhile, entrenched inequality and the use of technology as a tool for rent-seeking have contributed to the marginalization of Africa in the distribution of global value chains. Indeed, trade in value-added goods is highly concentrated in three regions—Asia, Europe, and North America. Entrenched inequality and rent-seeking have also hindered the expansion of manufacturing industries, which have been key drivers of growth and welfare improvement in low- and middle-income countries.

But amid increasing exports of foreign value-added content, even more enduring economic costs have been imposed on African economies. Higher interest rates on external debt have shrunk fiscal space and locked countries into chronic deficits of human and physical capital, inhibiting FDI inflows and stymying the diversification of growth sources and the expansion of employment opportunities. FDI and diversified growth resources are necessary to catalyze technology transfers and to help the continent enter the global value chain..

Instead of providing African countries with adequate financing of sufficient quality (regarding the cost of capital and maturity of loans), the global financial architecture has subjected them to growth-crushing and default-driven borrowing rates. These increase the fiscal incidence of sovereign debt and undermine countries’ capacity to scale up the investment required to achieve the SDGs. Both African sovereign and corporate entities pay interest charges often 5 to 10 percent higher per year than the borrowing costs paid by advanced economies. Unsurprisingly, paying interest on external debt has become one of the largest expenses for these countries, averaging 14 percent of government spending across the region. Over thirty African countries spent more on debt interest services—excluding principal repayments—than on public healthcare in 2023.

And yet the world contains great wealth, and parts of it are awash with cash. At the end of 2023, total assets under management at the world’s five hundred largest investment managers reached $128 trillion. Developing countries, especially low-income African nations, should not have to choose between paying the interest on their external debt and providing healthcare to their vulnerable population, nor between debt sustainability and sustainable development. In the words of Nelson Mandela, “Like slavery and apartheid, poverty is not natural. It is manmade, and it can be overcome and eradicated by the actions of human beings. And overcoming poverty is not a gesture of charity. It is an act of justice.”

World leaders attending the 4th International Conference on Financing for Development must use the opportunity to transcend the old dichotomic developing/developed country mindset that has underpinned systemic global inequality. They must also take steps to improve access to financing and extend the benefits of education and technology globally. If they don’t, global income convergence will remain elusive, and so will the highly technology-intensive net-zero transition. Until then, progress toward the world’s 2030 Sustainable Development Goals will continue to disappoint.


Hippolyte Fofack, a former chief economist at the African Export-Import Bank, is a Parker fellow with the Sustainable Development Solutions Network at Columbia University, a research associate at Harvard University, a distinguished fellow at the Global Federation of Competitiveness Councils, and a fellow at the African Academy of Sciences.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post In Seville, leaders have an opportunity to tackle systemic global inequality. Will they take it? appeared first on Atlantic Council.

]]>
Don’t leave Africa behind in sports sustainability—put it first https://www.atlanticcouncil.org/blogs/africasource/dont-leave-africa-behind-in-sports-sustainability-put-it-first/ Fri, 27 Jun 2025 14:30:23 +0000 https://www.atlanticcouncil.org/?p=855368 The hosts of the upcoming Olympic Games and FIFA World Cup are committing to sustainability goals inside their countries. But achieving a sustainable sports legacy will take a global approach.

The post Don’t leave Africa behind in sports sustainability—put it first appeared first on Atlantic Council.

]]>
The FIFA Club World Cup is still underway in the United States, but organizers of the tournament are likely already looking ahead: In just a year, the country (alongside Canada and Mexico) will host the 2026 FIFA World Cup. After that, sports-event organizers in the United States will make another pivot, hosting the 2028 Summer Olympics.

The quick succession of events offers the United States an opportunity to shape a sustainable sports legacy. It can do so by building on France’s planning philosophy that it used for the 2024 Paris Olympics.

But that legacy should expand beyond the host countries and the competitions that will unfold in North America over the next few years. The world’s major economies—which usually swap the honor of hosting the world’s biggest sports events—should also support Africa’s sports sector and its sustainability.

Starting with its initial bid to host the 2024 Summer Olympics, Paris promised to host the “greenest-ever Games,” with the main goal of reducing carbon emissions by 50 percent compared to previous editions. To accomplish that, Paris heavily relied on existing sites and minimized new construction. Ninety-five percent of Olympic venues were preexisting or temporary facilities. Moreover, new construction (such as the Olympic Village) was planned with post-Games conversion in mind.

The City of Light set the bar high. But, according to the Paris Summer Olympic Games Organizing Committee’s Sustainability and Legacy Post-Games Report, Paris achieved its goal. In doing so, the city showed that it is possible to think long-term about sustainability amid the short-term fever that accompanies the Olympic Games.

In the end, the Games brought hope in uncertain times, set a precedent for sustainable sports, and offered a strong model of what green global sports events can look like. Future editions must aim for ambitious environmental goals, particularly by conceiving sustainable sites or reusing preexisting venues.

Despite being co-hosted by three nations, with potentially high environmental costs, the organizers of the 2026 World Cup appear to be attempting to follow Paris’ model. All sixteen host cities will use existing venues (one of the sites, the Azteca Stadium, was previously used in the 1970 and 1986 World Cups in Mexico), making renovations to these sites to accommodate the influx of fans. FIFA has also announced key environmental initiatives, emphasizing the need for sustainable global sports events.

As for the 2028 Summer Olympic Games, Los Angeles has already announced it will rely on existing sites—one of which was also used during the 1932 and 1984 Olympics. Under its “Radical Reuse” plan, Los Angeles aims to host the Olympics without building a single new permanent venue, building on Paris’ legacy and marking a giant leap for sports sustainability. The United States could go further, pushing the International Olympic Committee to turn the “Radical Reuse” concept into a required commitment for future Olympic bids. Such pressure could help ensure that global sports sustainability is not just a short-term trend started by Paris but a torch passed by Los Angeles to future host cities.

From the World Cup to the Olympics, the biggest sports events offer an opportunity to solidify the Paris 2024 model as a major shift in the sustainability legacy of global sports. But as the West pushes forward on setting these standards and in shaping the sustainability conversation, Africa is searching for its spot.

Indeed, Africa is the “missing ring of the Olympics,” the only continent to never host the Games. The continent faces numerous challenges, such as governance issues, a lack of government support or appropriate infrastructure, and the loss of African talent to better-funded countries. The financial costs associated with hosting Olympic Games on the continent are believed to be high. As a result, few African nations see their bids to host advance. In addition, many countries face difficulties in participating in the Olympics when hosted elsewhere.

As for the FIFA World Cup, Africa has only hosted the event once, in South Africa in 2010. The issues weighing down on Africa’s Olympics prospects also help explain the continent’s track record in world soccer. The 2022 World Cup sparked an insightful conversation when Morocco became the first African country to reach the semifinals. The Atlas Lions’ soccer performance became a diplomatic win for the continent, but also raised once again the paradox of Africa’s sports legacy: Africa is brimming with talented athletes, but it is held back by its systemic issues. Without change, the continent is fated to remain excluded from the global sports discourse (mirroring its experience in international organizations, such as the United Nations Security Council).

Among several forms of support, Africa’s partners—several of them being the countries that often host the Olympics—should invest in Africa’s sports infrastructure. With the continent lacking the infrastructure needed to host major sports events and leagues, African countries and their partners should use this funding to set a sustainable foundation, constructing new infrastructure with sustainability in mind from the start. Doing so would be a game changer, not just for countries’ bids to host global sports events, but also for education, gender equality, and social cohesion: In a sense, it would be a game changer for the continent’s future.

Of course, African countries have already gotten the momentum started: Some, not waiting for investors or partners, have built sports infrastructure, noting how powerful the impact on their societies may be. For example, Senegal’s Dakar Arena and Abdoulaye Wade stadium embody this African vision of global sports. In addition, both infrastructures strengthen the continent’s stature for hosting future global sports events.

That is why Africa’s sports sector needs more funding than ever. The momentum is building and must be sustained. Senegal will host next year’s Summer Youth Olympics, and Morocco will co-host—with Portugal and Spain—the 2030 FIFA World Cup. As the spotlight slowly shifts to Africa, the continent’s sports movement is taking off. As it does so, Africa’s global partners can support the continent in carrying a legacy of sustainable global sports.


Malcolm Biiga is a senior consultant at Havas Paris.

Note: Havas ran marketing for the 2024 Paris Olympics, but the author had no involvement in the effort.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post Don’t leave Africa behind in sports sustainability—put it first appeared first on Atlantic Council.

]]>
Power Africa can help boost American energy dominance  https://www.atlanticcouncil.org/blogs/energysource/power-africa-can-boost-american-energy-dominance/ Fri, 27 Jun 2025 13:50:59 +0000 https://www.atlanticcouncil.org/?p=856211 Power Africa was recently paused by the Trump administration as it undergoes review to determine its alignment with US national interests. To promote US energy dominance, the administration should reinstate Power Africa to boost US supply chain resilience, reduce dependence on China, and create opportunities for American companies.

The post Power Africa can help boost American energy dominance  appeared first on Atlantic Council.

]]>
The Trump administration recently paused funding for Power Africa, an initiative to facilitate investment to expand electricity access, to reconsider if it aligns with US interests.  

At a time when the administration is focused on national security interests and economic opportunities, investing in African energy infrastructure may seem like a diversion of resources. But, on the contrary, it strengthens US supply chains, reduces Chinese market control, and opens profitable avenues for American firms. In this context, Power Africa should be repositioned not as foreign aid, but as a strategic investment in this administration’s energy dominance agenda. By reimagining key projects, prioritizing strategic energy partnerships, and enabling American business expansion, Power Africa can bolster US supply chain security and counter Chinese influence in Africa.   

STAY CONNECTED

Sign up for PowerPlay, the Atlantic Council’s bimonthly newsletter keeping you up to date on all facets of the energy transition.

Successes in US-Africa energy collaboration 

Started in 2013, Power Africa aimed to double electricity access in sub-Saharan Africa by leveraging US aid dollars to de-risk private investment. In just a decade, $7 billion in US funding catalyzed more than $80 billion in commitments from African governments, the private sector, and multilateral development banks. The initiative was part of a broader strategy to increase US influence in Africa, where China’s Belt and Road Initiative has a significant presence. During its tenure, Power Africa added 14.3 gigawatts of electricity across Africa and engaged over one hundred US companies to market opportunities in Africa.  

These accomplishments demonstrate how US public-private collaboration through Power Africa has opened new markets for American firms while simultaneously challenging China’s dominance in Africa’s energy development.  

US Energy Secretary Chris Wright reaffirmed the US commitment to the continent at the Powering Africa Summit in Washington, DC, on March 7, despite Power Africa’s projects ceasing in late February. Wright stated that Africa needs “more energy of all kinds”—from oil and gas to renewables—and said the US government would prioritize mutually beneficial partnerships but without a “top-down grand plan” to make that happen. However, Power Africa projects currently remain frozen.    

Increasing African energy access is in the US’ interest 

Power Africa is not just about energy access—it promotes US business. Africa’s energy sector is among the fastest growing in the world. During Power Africa’s tenure, US firms engaged in over $26.4 billion worth of deals in generation, transmission, and off-grid systems. Through a redesigned Power Africa, American firms could provide gas turbines, microgrids, and modular energy systems to Africa. This would strengthen US energy companies, which in turn aligns with the administration’s energy dominance strategy. 

If the Trump administration decides to cease all or most Power Africa projects, US businesses could face reduced access to emerging African energy markets. Ending Power Africa creates an opening for China, Russia, or even the European Union to offer financing and infrastructure support instead, strengthening their geopolitical influence and substantially limiting the opportunity for US investment in the region. In other words, Power Africa is not aid, it is a pipeline for American exports and a mechanism to strengthen US export competitiveness in global energy geopolitics.  

Africa can bolster US supply chain security 

Increased US-Africa collaboration has the potential to support more secure and diversified supply chains for US manufacturing. As automakers and other industries actively seek  to reduce dependence on China for critical minerals, African countries are emerging as important partners in the global battery material supply chain.  

Access to stable, affordable electricity is foundational for scaling mining and mineral processing operations. While increased access to power at mining and processing sites in Africa does not guarantee investment will flow, it lays the essential infrastructure that makes development possible. US support to upgrade underdeveloped grid infrastructure and invest in new power generation can help meet the energy demands of mineral production and help the United States secure a stable supply for domestic battery and electric vehicle production. Programs like Power Africa can offer miners an alternative to the Chinese financing that dominates the sector, expanding US access to ongoing operations. For example, financing solar microgrids as a cost-effective and scalable power solution for remote mining operations in the Democratic Republic of the Congo would simultaneously boost Congolese mining productivity, support US supply chain resilience, and ensure reliable access to essential battery materials outside of China’s control.  

Countering China 

China has a growing presence in Africa, becoming the largest investor in renewable energy on the continent. Chinese entities are also expanding their control over grid infrastructure and mineral extraction, raising concerns about Beijing’s geopolitical influence. Power Africa provides an opportunity for the United States to counter China’s power in Africa by offering alternative partnerships that promote transparency and sustainable development.  

From 2000–22, China provided $52.4 billion in loans to Africa’s energy sector, with over half allocated to fossil fuel projects. This significant investment positions China as the dominant player in Africa’s energy landscape. Without continued engagement through initiatives like Power Africa, the United States risks ceding the limited foothold it had established, allowing China to further consolidate its influence through state-backed financing, large-scale infrastructure deals, and favorable trade deals. Without a credible alternative to Chinese financing like Power Africa, Chinese state-owned enterprises will continue to outmaneuver US firms and lock in resource access critical to global energy markets.  

Reenvisioning Power Africa for an era of US energy dominance 

Wright is justified in recommitting to Africa, as partnerships across the continent can further US interests. The National Energy Dominance Council, of which Wright serves as vice chair, aims to make the United States a global leader in energy production—that requires not just fossil fuel production, but also securing critical minerals needed for new energy technologies in an all-of-the-above energy strategy. 

Critics—including those in Africa—have argued that Power Africa has been too focused on renewables. The program should indeed cast a wide net, as Wright noted. In fact, Power Africa has also invested in gas, and was “never a climate initiative,” according to its former deputy director, Katie Auth. It was “always a project backed by US firms and driven by US economic viability.”  

Under a new administration focused on US energy dominance, Power Africa should be seen as an enabler of that agenda, rather than a hindrance. Power Africa doesn’t contradict the America First doctrine; it advances it. Power Africa enhances US energy security by enabling critical minerals development, expanding US firms participation and business in energy projects, supporting American jobs and technologies, and securing long-term geopolitical influence and competitiveness—all of which are core pillars of energy dominance and the administration’s goals more broadly. If the Trump administration doesn’t act, China will. 

Molly Moran is a former young global professional at the Atlantic Council Global Energy Center. 

RELATED CONTENT

OUR WORK

The Global Energy Center develops and promotes pragmatic and nonpartisan policy solutions designed to advance global energy security, enhance economic opportunity, and accelerate pathways to net-zero emissions.

The post Power Africa can help boost American energy dominance  appeared first on Atlantic Council.

]]>
African countries must do more to prepare to quickly respond to cyberattacks https://www.atlanticcouncil.org/blogs/africasource/african-countries-must-do-more-to-prepare-to-quickly-respond-to-cyberattacks/ Mon, 23 Jun 2025 13:14:58 +0000 https://www.atlanticcouncil.org/?p=854251 Africa’s digital transformation has made public institutions both more efficient and more vulnerable. And each attack carries political, financial, and reputational consequences.

The post African countries must do more to prepare to quickly respond to cyberattacks appeared first on Atlantic Council.

]]>
In April, Morocco’s National Social Security Fund said that hackers had breached its systems, exposing sensitive citizen data online.

While officials eventually confirmed the incident and activated contingency protocols, the episode revealed critical gaps in the nation’s cybersecurity, from outdated systems to inadequate training.

Much detail about Morocco’s response is not known, although officials claimed that the documents posted online, showing unverified financial data about prominent companies and individuals, were “misleading, inaccurate, or incomplete.”

Nevertheless, the cyberattack demonstrates the extent to which cybercrime has proliferated in Africa. Countries across the continent must do more to prepare to respond to such attacks quickly. After all, the difference between a manageable incident and a full-scale crisis often comes down to the speed and coherence of the response.

Africa’s digital transformation has made public institutions both more efficient and more vulnerable. Across the continent, public services are becoming more digital, more connected, and more exposed. National databases hold growing volumes of personal and financial data. Institutions that once operated in isolation are now integrated through shared identity systems, cloud platforms, and crossborder trade infrastructure.

This shift brings undeniable benefits: efficiency, inclusion, and modernization. But it also raises the stakes.

Cyberattacks can leak private information, as seen in the Morocco case, or cause surface-level disruptions—but they can also interrupt core infrastructure. Pension systems, customs platforms, digital ID services, and banking networks have become targets for attackers pursuing financial, political, or ideological objectives. For example, in 2021, South Africa’s Transnet state-owned port operator was paralyzed by a ransomware attack, severely disrupting trade at one of the continent’s most critical logistics hubs. Such systems are essential to daily operations, governance, and economic stability, making them high-value targets in an increasingly contested digital environment.

The pressure is compounded by trade dynamics. As African countries adopt digital trade frameworks and seek deeper integration through instruments such as the African Continental Free Trade Area, countries will be expected—by international partners, investors, and peer countries—to maintain adequate cybersecurity hygiene. A poorly handled response to a cyberattack could stall digitization programs, delay funding, or complicate regional cooperation.

Each attack carries political, financial, and reputational consequences—reaching far beyond the technical perimeter.

A challenge beyond technology

Many of the toughest barriers to an effective cyber response are not technology-based: They’re political and institutional.

In both the public and private sectors globally, teams often delay escalation for fear of reputational or political consequences. That hesitation, sometimes just a few hours, can turn a manageable incident into a full-blown crisis. Ambiguity about how leaders responded to attacks—in terms of whether alerts were triggered and whether decision-makers were activated promptly—can also be costly reputationally and politically. Still, such ambiguity is common.

Another widespread challenge is that responses are often siloed. Ministries, regulators, and public service operators sometimes act independently, fearing blame or jurisdictional conflict. But attackers rarely limit their scope to a single system. Without pre-agreed protocols, time is lost by navigating institutional hierarchies instead of stopping the threat. This was evident in the Transnet ransomware incident in South Africa, where coordination issues extended the disruption to national trade routes.

There is also an institutional instinct, in some settings, to manage cyber incidents quietly. While discretion is understandable, early internal escalation does not require immediate public disclosure—it simply ensures that the right people are activated in time to reduce harm. Silence, on the other hand, delays action.

Private-sector organizations, especially in regulated industries or critical infrastructure, have faced similar dilemmas. Yet, speed and transparency improve dramatically when senior leaders are involved early and when the culture favors accountability over blame.

Governments face additional complexity—political sensitivities, multiple layers of authority, media pressure—but the principle holds: Adequate responses take place in cultures built on trust, not just compliance. Shifting from a blame-based culture to a readiness mindset is essential if African states want to match the pace and sophistication of evolving threats.

What’s required

To ensure that they can adequately and quickly respond to cyberattacks, African states should work to improve governance, communication, and trust.

One way to do that is by setting a standard requiring cybersecurity teams to initiate a comprehensive response process within twelve hours of attack detection. This twelve-hour window should encompass critical early-stage activities including initial triage to assess severity, coordination of response teams across relevant departments, forensic analysis to understand attack vectors, and preliminary impact assessments to identify affected systems and data. Importantly, this timeframe focuses on launching the response framework rather than completing full remediation—which requires more time to ensure permanent fixes—or conducting exhaustive breach analysis, which demands thorough investigation. The twelve-hour standard also excludes public disclosure during this initial period, allowing teams to maintain operational security while attackers remain unaware of detection.

By establishing clear expectations for these foundational response activities, organizations can ensure they rapidly mobilize resources while preserving the time needed for comprehensive long-term solutions.

Igniting a response to a national cyber incident within twelve hours does not boil down to having cutting-edge cyber defense infrastructure. But three core capabilities—each attainable, even in resource-constrained environments—are needed.

First, basic detection capabilities across digital assets are needed. This doesn’t require advanced technologies such as artificial intelligence—just logs, alerts, and system awareness. Even well-organized and properly rehearsed manual processes can be effective. Establishing a situational awareness platform—even if rudimentary—that enables organizations, government entities, and incident response teams to exchange real-time threat intelligence can ensure visibility during a crisis.

Second, there needs to be a clear chain of command in the event of a cyberattack. Institutions need to know who is in charge, how to reach them, and what thresholds trigger escalation. Appointing a national cyber incident lead with the authority to coordinate across agencies can help mitigate slow reaction times caused by bureaucratic silos and overlapping mandates.

Third, secure communication platforms must be made available to all key actors on a response team. The most effective coordination happens with tools that are set up before the crisis—not in the middle of it. These don’t have to be expensive platforms, but they must be resilient, well-known to all key actors, and able to function even during partial system failures.

In addition, states should also hold periodic simulations to test these capabilities and to uncover gaps between agencies, protocols, and assumptions on the one hand and real-world behavior on the other.

Each of these capabilities is within reach. But they require more than technical fixes—they demand political prioritization, institutional alignment, and above all, consistent follow-through.

The twelve-hour test isn’t about beating a clock. It’s about knowing whether a country’s systems, people, and institutions are ready to act—before the damage is irreversible. That readiness is not out of reach for Africa. But it starts with treating cyber response as a core function of national security, not a technical afterthought.


Yasmine Abdillahi is a nonresident fellow with the Atlantic Council’s Africa Center. She is the executive director of security risk and compliance and the business information security officer at Comcast.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post African countries must do more to prepare to quickly respond to cyberattacks appeared first on Atlantic Council.

]]>
Building electricity bridges: The critical role of high-voltage direct current lines https://www.atlanticcouncil.org/in-depth-research-reports/report/building-electricity-bridges-the-critical-role-of-high-voltage-direct-current-lines/ Mon, 23 Jun 2025 13:00:00 +0000 https://www.atlanticcouncil.org/?p=853517 A report on the potential of long distance HVDC electric cables and their critical role in regional connectivity for a secure, affordable, and cleaner energy future.

The post Building electricity bridges: The critical role of high-voltage direct current lines appeared first on Atlantic Council.

]]>

Executive summary

High-voltage direct current (HVDC) electricity lines serve as electricity bridges, connecting previously untapped energy resources to distant demand centers. They also enable optionality for grid operators and, with more than forty-four international interconnections, connect grids across countries.1 Consequently, HVDC lines are critical tools for improving energy security and lowering energy costs.

The scale and quantity of HVDC projects are growing rapidly. Indeed, HVDC lines are critical for meeting rising electricity demands across developed countries, emerging markets, and the developing world, as the growth in renewable energy generators increases the need to deliver electricity over long distances. The best renewable assets are often located far from demand, whereas most traditional power plants—such as coal, natural gas, and nuclear plants—have been built in relative proximity to load centers such as cities. Compared to high-voltage alternating current (HVAC) lines that connect traditional power plants to relatively close load centers, HVDC lines offer long-distance advantages such as lower energy loss and adaptable power flow. Without HVDC lines, the developed and developing worlds might not be able to provide the additional electricity generation needed for cooling, data centers, artificial intelligence, and other uses.

While HVDC lines present an exciting opportunity to advance several objectives simultaneously, obstacles loom as projects grow to unprecedented scope. Industry leaders and policymakers should grasp the scale of the HVDC opportunity and work in concert to remove unnecessary barriers to development; identify and mitigate potential supply chain shortages; ease trade and investment hurdles; strengthen certainty and predictability for investors; and foster international dialogues to establish the trust needed to conduct these projects.

View the full report

About the authors

Related content

Explore the programs

The Atlantic Council Turkey Program aims to promote and strengthen transatlantic engagement with the region by providing a high-level forum and pursuing programming to address the most important issues on energy, economics, security, and defense.

The Global Energy Center develops and promotes pragmatic and nonpartisan policy solutions designed to advance global energy security, enhance economic opportunity, and accelerate pathways to net-zero emissions.

1    Jingxuan (Joanne) Hu, “DC and Power Electronics—Key Enablers of Flexible, Reliable, and Economic Future Networks,” CIGRE, March 12, 2021, https://www.cigre.org/article/ GB/dc-and-power-electronics—key-enablers-of-flexible-reliable-and-economic-future-networks.

The post Building electricity bridges: The critical role of high-voltage direct current lines appeared first on Atlantic Council.

]]>
Inside Cairo’s ‘security first’ calculus on the March to Gaza https://www.atlanticcouncil.org/blogs/menasource/egypt-cairo-march-to-gaza/ Fri, 20 Jun 2025 20:20:18 +0000 https://www.atlanticcouncil.org/?p=855274 Egypt's deterrence of the march are baffling to many, because the international initiative is in line with Egypt's declared position on Gaza.

The post Inside Cairo’s ‘security first’ calculus on the March to Gaza appeared first on Atlantic Council.

]]>
The Egyptian government was wary and on edge last week after a land convoy of at least 1,500 pro-Palestinian activists and more than one hundred vehicles crossed into Libya from Tunisia on June 10 en route to war-torn Gaza. The caravan was meant to pile pressure on Israel to lift its aid blockade on the besieged enclave, and to draw attention to the worsening humanitarian crisis there.  

In recent days, scores of pro-Palestinian activists—including a group of forty Algerians and two French nationals—were reportedly barred from entry into Egypt and deported shortly after their arrival at Cairo International Airport despite having obtained visas. Hundreds of other campaigners planning to participate in the march were attacked on June 14 near a checkpoint in the north-eastern city of Ismailia, where they had gathered to wait for a nod of approval from the authorities to travel on to el-Arish. The area between el-Arish and Rafah is classified as a military zone and remains off limits to travelers without prior security permits.  

Cairo’s moves to deter the march to Gaza are baffling to many because the international initiative expressing solidarity with Gaza is in line with Egypt’s declared position on Gaza. So why is Cairo resorting to excessive measures to nip the movement in the bud?     

An international activist coalition

Organizers, comprising a blend of regional volunteers and international groups against Israeli occupation, said they were taking matters into their own hands “because Arab governments haven’t pushed enough” to end the war between Israel and Hamas.  

The regional-based “Soumoud” (Steadfastness or Resilience in Arabic) Caravan—comprising volunteers from Tunisia, Algeria, Morocco, Mauritania, and Libya—was supported by various Tunisian civil society groups and rights organizations, including the Tunisian Labor Union and National Bar Association. The activists who started their protest journey in Tunis on June 9, had been planning to travel along the Libyan coast and cross into Egypt though the country’s northwestern Saloum border, before trekking the Sinai to el-Arish to join other international activists on a Global March to the Rafah border crossing—a major entry point into southern Gaza where a sit-in had been planned June 15 to 19.

SIGN UP FOR THIS WEEK IN THE MIDEAST NEWSLETTER

The second international march, organized by the Global Coalition Against the Occupation of Palestine—a coalition of rights groups, trade unions, and solidarity movements from over thirty-two countries—mobilized thousands of rights campaigners from more than fifty countries to participate in the rally.

More than 55,000 Palestinians have been killed since the start of Israel’s war on Gaza following the October 7, 2023, Hamas attacks, and much of the enclave’s 2.1 million people have faced the threat of famine under Israel’s suffocating blockade. Israel says it is blocking aid to put pressure on Hamas to release the remaining hostages still held in Gaza.

A statement released by the Egyptian Foreign Ministry on June 11 welcomed foreign delegations but cautioned that anyone traveling to Sinai must obtain prior government permission and comply with Gaza border regulations.

Organizers of the Steadfastness Convoy, meanwhile, said they had met with the Egyptian ambassador in Tunis prior to their departure to coordinate their entry into the country but had since received no word from the embassy. This was despite also sending an official letter to the embassy requesting support from the Egyptian authorities for their mission.

But Cairo was skeptical and made it clear that it opposed the march.

Egyptian opposition

Cairo does not wish to provoke the ire of the Israeli government, which has made clear it is opposed to any mass mobilization at Rafah. If the Egyptian leadership had given the march the green light to proceed, the move would have certainly escalated tensions between Egypt and Israel, and subsequently, between Cairo and Washington. Worse still, it may have caused instability at the border if Israel had attacked the march. 

Israel Katz, Israel’s defense minister, made his country’s position clear when he publicly called on Egypt to block the Steadfastness Convoy. Katz said, “I expect the Egyptian authorities to prevent the arrival of Jihadist protesters at the Egypt-Israel border and not to allow them to carry out provocations or attempt to enter Gaza.” 

However, there are also internal factors behind Cairo’s decision, foremost among them being the authorities’ fear of Egyptian protesters joining the foreign participants. Many Egyptians watching the scenes of bloodshed from Gaza over the past twenty-one months are ashamed of their own helplessness and their government’s failure to stop the war. Their frustration and despair could spark a new wave of unrest that may prove difficult to contain. 

The Egyptian government has cracked down on protests of any kind, criminalizing demonstrations held without prior authorization from the interior ministry. At a time of rising domestic discontent over soaring prices of food, fuel, and basic commodities, the authorities fear any mass mobilization, as protesters may end up directing their anger at the government, prompting renewed turmoil and political instability.

Cairo did, however, allow a rare but small pro-Palestinian protest to be held outside the Journalists Syndicate on June 12, possibly to allow pro-Palestinian activists to let off steam. Alternatively, the rally could have been a test balloon by the government to gauge the level of public anger over the Gaza war. Mahienour el-Masry, a rights lawyer who took part in the rally, said the protesters called on the government to allow the solidarity convoys to travel to the Rafah border crossing; they also called for the crossing to be opened to allow aid to enter Gaza.   

Some government loyalists in the media painted the solidarity convoys as a ploy meant to embarrass Egypt and implement Israel and Washington’s plan of displacing Palestinians. They questioned why the activists had chosen to travel to Gaza via Egyptian land instead of sea. Others warned that the convoys are a threat to Egypt’s national security. The convoys also stirred controversy on social media with some internet users suggesting that Islamists organized the Steadfastness caravan in a bid to sow dissent in Egypt, and others shared videos of some of the convoy’s participants lambasting the Egyptian president for not allowing the convoys to pass through.

Major General Samir Farag, a military strategist and former Head of the Armed Forces Morale Affairs Department, told me that some of the activists had obtained tourist visas prior to their arrival in Egypt but had not disclosed their plan to participate in the march to Gaza.

Farag said, “Egypt has enough internal problems; we don’t need more challenges. We don’t know who these activists are or what they are bringing into the country. The march should have been coordinated with the authorities beforehand.”  

While the convoy’s passage through Western Libya has been smooth, traversing eastern Libya—which is under the command of General Khalifa Haftar—proved more challenging. On June 12, Haftar’s security forces stopped the caravan in Sirte, demanding additional security clearances before it was allowed passage to Benghazi. Phone lines and internet services were cut off in the area, leaving the protesters incommunicado. The moves were likely at Cairo’s behest—Egypt has been a staunch supporter of Haftar, who shares Cairo’s anti-Islamist stance. 

Yasmine Hamrouni, a spokesperson for the Steadfastness Caravan, finally returned my calls on June 17. She told me that the activists had decided to return to Tunisia after it became clear they would not be granted access to Benghazi or Egypt. Both the Libyan National Army and the Egyptian authorities had joined forces to block the march to Rafah.  

Even if the marchers had gotten clearance from the Egyptian authorities, the Israeli Defense Forces would have likely thwarted their efforts.  Eight of the twelve activists who were on board the Madeleine Freedom Flotilla, which had also attempted to break the siege on Gaza, remain in detention in Israel, their fate uncertain. Israel deported the remaining four activists.


Like the Freedom Flotilla, the Global March too has been stopped in its tracks. Both attempts, however, signal that  international pressure is mounting on Israel to break its blockade on Gaza, described by United Nations spokesperson, Jens Laerke, as “the hungriest place on earth.” 

Whether or not Israel will bow to international pressure and alleviate the widespread shortages of food, fuel, and basic commodities will largely depend on neighboring countries, especially Egypt’s willingness to cooperate with international rights campaigners. For now, it appears that the Egyptian leadership is not taking any chances and will not hesitate to resort to violence to block “any attempts to destabilize the country.”

As Farag insisted to me: “Egypt’s security comes first.”

Shahira Amin is a nonresident senior fellow at the Atlantic Council’s Scowcroft Middle East Security Initiative, focusing on Egypt, economics, energy, water access, and women’s issues.

The post Inside Cairo’s ‘security first’ calculus on the March to Gaza appeared first on Atlantic Council.

]]>
Energy security is only achievable through global partnerships https://www.atlanticcouncil.org/blogs/energysource/energy-security-is-only-achievable-through-global-partnerships/ Thu, 19 Jun 2025 00:48:48 +0000 https://www.atlanticcouncil.org/?p=855055 The Atlantic Council’s flagship Global Energy Forum concluded its programming in Washington, DC, today. What emerged as a central theme throughout was the undeniable need for any single country to engage in international partnerships to achieve energy and national security, whether speakers were discussing divergent transatlantic views, nuclear power, or critical mineral supply chains.

The post Energy security is only achievable through global partnerships appeared first on Atlantic Council.

]]>
The Atlantic Council’s flagship Global Energy Forum concluded its programming in Washington, DC, today. What emerged as a central theme throughout was the undeniable need for any single country to engage in international partnerships to achieve energy and national security, whether speakers were discussing divergent transatlantic views, nuclear power, or critical mineral supply chains.

What transatlantic energy cooperation looks like under America First

The panel “Partnership for prosperity: Can the US and Europe both win in the America First era?” addressed the evolving landscape of transatlantic relations, focusing on both the challenges and opportunities that lie ahead. The discussion was moderated by Olga Khakova, deputy director for European energy security at the Global Energy Center (GEC), panelists included Amb. Richard Morningstar, founding chairman of the GEC and former US ambassador to the European Union (EU), Torgrim Reitan, chief financial officer of Equinor, Toby Rice, president and chief executive officer (CEO) of EQT, and Klaus Wiener, member of the German Bundestag.   

A central theme throughout the conversation was the enduring connection and shared values between the EU and the United States, grounded in a long-standing alliance. Wiener affirmed “we are very strong allies,” while Reitan added, “we belong together.” These comments underscored the historical and strategic ties between the United States and Europe. 

While acknowledging the relationship’s current difficulties, all panelists agreed on the need to find common ground and foster a forward-looking agenda rooted in mutual interests. The panelists raised liquefied natural gas (LNG) as a focal point of transatlantic cooperation. “Europe needs security and flexibility and US LNG can provide for that,” said Rice, highlighting LNG as a central issue in US-EU negotiations. 

Morningstar emphasized that other energy technologies, including nuclear and fusion, should also be considered. He noted that the development and deployment of these technologies will depend not only on political will but also on private sector engagement. When asked about the future, Reitan responded, “we need to build predictability and overcome barriers.”  

Nuclear energy has global momentum. What’s next?

Jennifer T. Gordon, director of the GEC’s Nuclear Energy Policy Initiative, moderated “The role of nuclear energy in global energy security,” a discussion featuring Sama Bilbao y León, director general of the World Nuclear Association, Aleshia Duncan, deputy assistant secretary for international cooperation at the US Department of Energy’s Office of Nuclear Energy, Amb. Georgette Mosbacher, co-chair for Three Seas programming at the Atlantic Council Europe Center and former US ambassador to Poland, Jeremy Pocklington CB, permanent secretary at the United Kingdom’s Department of Energy Security and Net Zero, and Robert Rudich, chief business development officer of Synthos Green Energy. 

Gordon began by highlighting that the conversation takes place at an exciting time for nuclear both globally and in the United States, where four recent nuclear power-focused executive orders demonstrate “an ambitious agenda for civil nuclear partnerships.” Duncan detailed US government efforts to ensure those partnerships succeed. Nuclear power is “a 100-year relationship,” Duncan said, noting the pitfalls inherent with such timescales.  

Bilbao y León provided a global tour of the nuclear sector’s momentum, citing reversals of opposition to nuclear power in European states and at the World Bank, a long list of projects underway across the Global South, and efforts to lead in the technology by both the United States and China. Bilbao y León lauded the progress of a 31-nation “coalition of the ambitious,” which is mobilizing to realize the COP28 objective of tripling global nuclear capacity by 2050. 

Pocklington focused on the United Kingdom, which is building new conventional and advanced reactor capacity in addition to prolonging and maximizing existing nuclear power generation. “The single greatest challenge,” he said, “is figuring out what we can do to speed up the process,” citing financial innovations that the country is pioneering to make projects a reality. 

The next two panelists discussed US nuclear partnerships in Poland and Central Europe. Mosbacher praised Poland’s foresight in reducing its reliance on Russian gas even before the full-scale invasion of Ukraine. Today, she argued, US policymakers must exercise similar foresight in fostering partnerships to keep pace with nuclear-exporting adversaries in Russia and China: “if we don’t scale up fast, we will be left behind.” Rudich offered a private sector perspective, elaborating on Polish firm Synthos Green Energy’s efforts with North American partners to build advanced reactors that will eventually “go beyond Poland and construct the Green Wall.” This zone, stretching from the Baltic states to the Black Sea, would use nuclear power to eliminate dependency on Russian energy. Helping to enact this ambitious plan, Rudich argued, is profoundly in the US national interest: “energy dominance,” he said, “means exports.”  

Gordon concluded the conversation by asking what participants would like to see changed in nuclear energy before the 2026 Global Energy Forum. As stakeholders increasingly realize “energy security is national security,” Duncan suggested, “we should fund it as such.” Duncan and Bilbao y León both emphasized the importance of leadership for the deployment of reactors at scale. Rudich concluded by stressing the need for funding to translate into action: “we need to start doing projects and move away from talking about doing projects.” 

Can quick wins in critical minerals reduce reliance on China?

The final panel of the Global Energy Forum, “Critical minerals, critical decisions: Quick wins in critical mineral supply chain partnerships,” was moderated by Audrey Hruby, Atlantic Council Africa Center senior advisor, and featured Helaina Matza, chief strategic development officer of TechMet, Stephen Rowland, head of North America copper at Glencore, Reggie Singh, director of the US Department of State Bureau of Energy Resources’ Critical Minerals and Energy Technology Office, and Imad Toumi, chairman and CEO of Managem. 

Hruby began by elucidating the central goal of the conversation: “in a long-term sector like mining, we want to look for quick wins.” The fundamental challenge? “We rely too much on one major player for all our critical minerals: China,” continued Singh, who elaborated on how the US government is working to initiate international partnerships that diversify supply while meeting rapidly rising minerals demand.  

Matza, delivering a financial sector view of government initiatives, commended bipartisan efforts to “operate a little more like US Government, Inc.,” and make use of unique capabilities among partners to bring more supplies to market. Toumi, who runs a Moroccan minerals company, shared an African perspective: “we no longer want to export raw materials; we need to refine.” He provided an overview of his company’s efforts to work with African partners to build holistic supply chains able to compete with China.  

Rowland zeroed in one key mineral—copper—which is faced with spiking demand from electrification and data centers. Despite this challenge, Rowland suggested resource availability is not the issue: “it’s hard to say if the bottleneck is copper or power,” pointing out the inadequate scale of extraction. 

Hruby concluded by posing a rapid-fire question to the panel: “what can we achieve in 24 months rather than five-to-ten years?” Participants responded with measures such as pushing forward shovel-ready projects, fostering innovation and recycling, and legislative changes in the United States and globally to fast-track development. 

 
Equinor and EQT are sponsors of the Atlantic Council’s Global Energy Forum. Managem is a sponsor of the Atlantic Council’s Africa Center. More information on Forum sponsors can be foundhere.  

Elena Benaim is a nonresident fellow with the Atlantic Council Global Energy Center. 

Paddy Ryan is a former assistant director with the Atlantic Council Global Energy Center. He is a senior writer/editor at the University of California Institute on Global Conflict and Cooperation. 

MEET THE AUTHOR

RELATED CONTENT

OUR WORK

The Global Energy Center develops and promotes pragmatic and nonpartisan policy solutions designed to advance global energy security, enhance economic opportunity, and accelerate pathways to net-zero emissions.

The post Energy security is only achievable through global partnerships appeared first on Atlantic Council.

]]>
The energy system is more complex than ever: Navigating AI, competitiveness, and growth https://www.atlanticcouncil.org/blogs/energysource/the-energy-system-is-more-complex-than-ever-navigating-ai-competitiveness-and-growth/ Wed, 18 Jun 2025 03:37:11 +0000 https://www.atlanticcouncil.org/?p=854547 The Atlantic Council’s flagship Global Energy Forum opened today in Washington, DC, bringing together top energy and policy leaders at a critical moment for global energy strategy. These experts and policymakers weighed in on the increasingly complex landscape of energy policies amid intense competition to win the artificial intelligence (AI) race, rising geopolitical tensions, and divergent national priorities.

The post The energy system is more complex than ever: Navigating AI, competitiveness, and growth appeared first on Atlantic Council.

]]>
The Atlantic Council’s flagship Global Energy Forum opened today in Washington, DC, bringing together top energy and policy leaders at a critical moment for global energy strategy. These experts and policymakers weighed in on the increasingly complex landscape of energy policies amid intense competition to win the artificial intelligence (AI) race, rising geopolitical tensions, and divergent national priorities. 

On AI and energy: Infrastructure is destiny

In the first panel of the Forum, “Thinking big and building bigger,” Global Energy Center (GEC) Senior Director and Morningstar Chair Landon Derentz led a conversation on meeting the energy demands needed to power AI. The discussion featured Mariam Almheiri, group chief executive officer of 2PointZero and chair of the international affairs office of the Presidential Court of the United Arab Emirates (UAE); Chris James, founder, chief investment officer, and chairman of Engine No. 1; Chris Lehane, OpenAI’s chief policy officer and vice president of global affairs; and Chase Lochmiller, co-founder, chief executive officer (CEO), and chairman of Crusoe. 

“AI and energy are inextricably linked,” began Derentz, outlining the challenge that industry and policymakers face in needing to “smash through the bottlenecks” to enable technological progress. Lehane reflected on the energy-related challenges OpenAI grappled with as it became the fastest digital platform in history to reach 100 million users. On lessons learned, Lehane stated that “infrastructure is destiny,” and that AI breakthroughs can only happen when providers are able to bring together “chips, data, talent, and energy” to facilitate this game-changing technology. Lochmiller suggested that AI can help unlock a “new era of abundance”—but before material abundance can be reached, energy abundance is needed to make that a reality.  

James continued by defining the obstacles in meeting AI’s energy demands. “Energy is a fairly linear system, but the demand for compute is exponential.” James advised that if policymakers and industry can overcome bottlenecks such as project permitting, outdated regulations, and credit availability, they can foster “an enormous amount of reindustrialization across the United States.”  

Almehri then contextualized the international trends that preceding speakers had identified. “When I think of creating AI clusters, there are certain elements that regions have to combine,” she said, ranging from their ability to channel strategic investments to having adequate infrastructure and energy. Citing the UAE’s relevant advantages, Almehri counseled that “for this AI megatransition, we need a transformation on the energy side”—to do that, she continued, requires partnerships. 

Derentz continued by asking panelists about the timelines, regulatory hurdles, and geopolitics associated with AI growth. “The age of intelligence is incredibly resource intensive,” noted Lehane, “and this resource intensity is where we’re seeing bottlenecks.” Lochmiller cited Crusoe’s work in Texas as showing not only that “every aspect of the economy is required,” to realize AI’s potential, but that “every aspect of the economy will benefit.” Regarding international AI rivalry, Almehri highlighted that while the UAE has “made it clear to everyone that we are partnering with the United States,” it is important for major players to cooperate on global tech governance and “work together to build standards.”  

Derentz concluded by asking participants the top of the policy wish list. They identified regulatory adaptability, innovative capital solutions, public-private partnerships, and international collaboration. Most fundamentally for the future of AI, is a change in perspective. “It’s a mindset,” said James. “This country is at its best when it thinks big, acts big, and builds big: we need to get back to that.” 

Pathways to industrial competitiveness and trade

The panel “Pathways to industrial competitiveness and trade,” moderated by Saphina Waters, director of stakeholder engagement and communication at the Oil and Gas Decarbonization Charter (OGDC), explored the complex intersection of trade, competitiveness, and climate policy—something panelists described as a puzzle with one thousand pieces. 

Emphasizing the urgent need to reshore US manufacturing, Sarah Stewart, CEO of Silverado Policy Accelerator, called for an aggressive agenda to “build, protect, and promote” that aligns policy tools with clear construction objectives.  

Sasha Mackler, senior vice president and head of strategic policy at ExxonMobil Low Carbon Solutions, noted that the company is focused on strengthening domestic manufacturing and expanding energy exports. He stressed that climate policy must evolve from being just a matter of regulation to one integral to business models. 

Participants criticized the absence of a clear, concise, and universally accepted carbon accounting system. Without that system, panelists said international collaboration is hindered and domestic implementation becomes more challenging and that a harmonized, interoperable framework would help simplify climate-related policy and economic planning. 

On the European Union’s Carbon Border Adjustment Mechanism (CBAM), Stewart expressed concerns about potential discriminatory effects. She argued that while identical systems are not necessary, interoperability is essential to ensure fairness and global cooperation. 

The panelists argued that creating a level playing field for US manufacturers is not just a climate issue—it is a matter of national and economic security. They held that ensuring American industries are not unfairly disadvantaged must be a policy priority. 

The makings of a manufacturing powerhouse

The panel “The makings of a manufacturing powerhouse: Legacy strength and new frontiers,” moderated by Neil Brown, nonresident senior fellow at the GEC and managing director of KKR Global, explored how manufacturers are navigating today’s complex geopolitical landscape, focusing on capital flows, project financing, and talent development. 

One of the central topics of discussion was the strategic role of emissions accounting. Karthik Ramanna, co-founder and principal investigator at the E-Liability Institute, suggested that when carbon accounting is viewed merely as a reporting requirement, it tends to become a burden. He argued, however, if reframed as a tool for product differentiation, it can become a source of value creation. Brandon Spencer, president of the motion business area at ABB, added that using emissions data in a strategic—not just operational—way can become a real competitive advantage for companies. 

Catherine Hunt Ryan, president of manufacturing and technology at Bechtel, presented a two-part framework for managing complexity: “what to continue” and “what to consider.” Companies should prioritize core competencies, she said, particularly in engineering and subject-matter expertise, while also identifying and managing critical supply chains and building data-driven execution models. At the same time, organizations must consider their ability to embrace change in a dynamic global environment. 

Looking ahead to the next decade, the panel discussed which regions are likely to emerge as manufacturing leaders in this new geopolitical context. Julian Mylchreest, executive vice chairman at Bank of America, remarked that the United States is well positioned to be among the winners. 

Leveling the global playing field

In a leadership spotlight moderated by Dan Brouillette, former US secretary of energy, Sen. Bill Cassidy (R-LA) emphasized that the world must adapt to new geopolitical realities. China has gained a competitive edge by not enforcing environmental or pollution standards, allowing it to strengthen both its economy and military. Meanwhile, the United States and European Union have adopted stringent climate regulations, putting their industries at a relative disadvantage. Cassidy also argued that differing regulatory regimes have created an unfair global marketplace. He proposed leveling the playing field with a US version of CBAM: a foreign pollution fee. This fee would apply to imports from countries that do not adhere to US environmental standards, helping to protect domestic industry and workers. 

Cassidy highlighted the strategic importance of producing natural gas domestically. He noted that natural gas supports manufacturing, replacing coal and thereby reducing emissions. Moreover, argued Cassidy, by producing gas domestically, the United States can support economic policies, which supports US working families. 

Unlocking energy abundance to enable equitable access

To wrap the first day’s panels, Phillip Cornell, GEC nonresident senior fellow and principal at the Economist Impact, moderated a discussion on creating abundant, affordable, and reliable energy to sustain economic growth, foster innovation, and promote national security. The panel featured Jude Kearney, member of the board of advisors at the African Energy Chamber; Tarik Hamane, CEO of Morocco’s National Office of Electricity and Drinking Water; Thomas R. Hardy, acting director of the US Trade and Development Agency (USTDA); and Bob Pérez, Baker Hughes’ vice president for strategic projects. 

Cornell framed achieving abundance as “one of the most consequential energy questions of our time.” With 800 million people across the globe still lacking access to electricity while technology-related demand grows rapidly, Cornell said it is crucial to “build systems that can deliver energy abundantly, equitably, and affordably.”  

Hardy discussed USTDA’s role in fostering energy abundance through international partnerships. While administrations change, Hardy noted, USTDA continues to work on projects that contribute to US security and prosperity, “working with our partners and meeting them where they are” to grow different forms of energy supply. 

Next, Kearney elaborated on Africa’s role in achieving abundance. Advising that access is key, he highlighted the need for an “abundance of thoughtfulness and good governance.” Pérez, offering a private sector view, added that the formula for abundance, ultimately, is rather simple: “I’ve never seen a good project not get money,” he said, “the question is how you get to a good project.”  

Finally, Hamane expanded on the theme of partnerships by sharing lessons from Morocco. The country has achieved near-universal rural electricity access, up from less than a quarter only three decades ago. As Morocco looks to build infrastructure that can connect its growing renewable production to new markets in Europe and Africa, Cornell concluded by lauding these projects as a “a physical manifestation of the integration needed to achieve abundance.”   

2PointZero, ABB, Baker Hughes, Bank of America and ExxonMobil are sponsors of the Atlantic Council’s Global Energy Forum. More information on Forum sponsors can be found here. 

Elena Benaim is a nonresident fellow with the Atlantic Council Global Energy Center.

Paddy Ryan is a former assistant director with the Atlantic Council Global Energy Center. He is a senior writer/editor at the University of California Institute on Global Conflict and Cooperation.

MEET THE AUTHOR

RELATED CONTENT

OUR WORK

The Global Energy Center develops and promotes pragmatic and nonpartisan policy solutions designed to advance global energy security, enhance economic opportunity, and accelerate pathways to net-zero emissions.

The post The energy system is more complex than ever: Navigating AI, competitiveness, and growth appeared first on Atlantic Council.

]]>
Great sea connections: Financing the Eastern Mediterranean’s energy transition https://www.atlanticcouncil.org/in-depth-research-reports/report/great-sea-connections-financing-the-eastern-mediterraneans-energy-transition/ Tue, 17 Jun 2025 14:00:00 +0000 https://www.atlanticcouncil.org/?p=852877 This report proposes frameworks for innovative financial mechanisms to simultaneously advance technological leapfrogging, economic development, and regional cooperation in the Eastern Mediterranean region.

The post Great sea connections: Financing the Eastern Mediterranean’s energy transition appeared first on Atlantic Council.

]]>

Author’s note

This paper draws on my professional experience working on energy and climate issues in the Eastern Mediterranean, as well as many conversations with policymakers, technical experts, and civil society stakeholders from Athens to Beirut and from Istanbul to Cairo. The renewable energy revolution offers both cleaner power and a practical foundation for cooperation through shared infrastructure and capital flows. The region’s energy future is as much about finance, diplomacy, and institutional trust as it is about technology. My aim here is to explore how financial mechanisms can bridge historic divides and support a shared energy transition. My hope is that this paper contributes to reimagining the Eastern Mediterranean not as a collection of competing interests, but as an interconnected energy community bound by mutual prosperity and resilience.

Table of contents

Introduction

The Eastern Mediterranean region stands at a critical juncture in its energy development. Positioned as a geopolitical crossroads with significant renewable energy resources and strategic importance, the region encompassing Greece, Cyprus, Turkey, Syria, Lebanon, Israel, Palestine, Jordan, and Egypt has the potential to become a leader in sustainable energy while strengthening regional cooperation and economic integration.

This study examines how the Eastern Mediterranean can secure a sustainable energy future through a two-pronged approach: strategically financing next-generation grid technologies that leapfrog legacy infrastructure challenges, while simultaneously developing integrated financing mechanisms that foster cross-border cooperation. This dual strategy aligns technological innovation with regional stability and market integration needs, creating a framework for sustainable development that transcends political boundaries.

The Eastern Mediterranean’s abundant renewable energy potential, particularly in solar and wind resources, presents a transformative opportunity. The region could generate approximately 144 percent of its projected 2050 electricity demand through renewable energy sources.1 Yet despite this potential, significant challenges persist. Aging and fragmented grid infrastructure, geopolitical tensions, and uneven regulatory frameworks hinder energy integration.

Additionally, ongoing political conflicts, geopolitical tensions, and maritime boundary threats in the region complicate the development of cross-border infrastructure, while the region remains heavily dependent on fossil fuels at a time when global climate commitments push for rapid energy transition.2

Meeting these challenges requires more than traditional approaches. This paper argues that innovative financing mechanisms can serve dual purposes: funding advanced infrastructure development while simultaneously functioning as instruments of regional cooperation. By strategically structuring financial tools that encourage cross-border collaboration, the Eastern Mediterranean can transform its energy landscape while creating economic interdependencies that help overcome historical political tensions.

The analysis unfolds in four parts. First, it examines the regional context—focusing on power demand trends, the state of grid infrastructure, and the region’s renewable energy potential. Second, it analyzes how COP28 commitments (made at the 2023 climate conference) intensify the need for rapid renewable integration and technological leapfrogging. Third, it evaluates the financing mechanisms available to fund this transition, from multilateral development banks and green bonds to Islamic finance and bilateral investment. Finally, it explores how these financing tools can support frameworks for regional collaboration, including physical infrastructure development, regulatory harmonization, energy diplomacy, and governance structures.

Rising tides: Meeting the Mediterranean’s surging energy needs

The region’s energy landscape is characterized by growing demand, aging infrastructure, and untapped renewable potential against a backdrop of complex geopolitical relationships. These interrelated factors explain why the strategies of technological leapfrogging and regional integration are necessary for sustainable energy development in the Eastern Mediterranean.

Regional power demand trajectory

Electricity demand across the Eastern Mediterranean is expected to grow substantially in the coming decades. Turkey, a pivotal economy in the region, saw its electricity consumption reach 348 terawatt hours (TWh) in 2024, marking a 3.8-percent increase from the previous year.3 Projections indicate a rise to 380 TWh in 2025, 455 TWh by 2030, and 510 TWh by 2035.4

This growth trajectory is mirrored in Egypt, Syria, and Lebanon, driven by population growth, urbanization, and economic development. Meeting this demand sustainably requires a massive expansion of renewable energy capacity and modernized infrastructure to support it.

Recognizing the potential and cost competitiveness of renewable energy systems, countries in the region have established ambitious renewable energy targets. Turkey aims to double its electricity capacity by 2035, with renewable energy providing nearly 65 percent of power.5 Egypt has set a target of renewable energy providing 42 percent of its power by 2030 and 58 percent by 2040, while Greece plans to cover at least 60 percent of its power needs with green electricity by 2030.6

Untapped renewable potential

The Eastern Mediterranean possesses immense renewable energy potential that remains largely untapped, though Turkey and Greece have made progress in this area. The whole Mediterranean basin’s current renewable capacities stand at 90 gigawatts (GW) for solar photovoltaic and 82 GW for wind energy, with a potential exceeding 3 TW for the whole basin—a figure that underscores the opportunity for rapid expansion.7

The Eastern Mediterranean’s total renewable energy capacity in 2023 was around 90 GW, with research suggesting that the region could potentially generate 144 percent of its projected 2050 electricity demand through renewable energy sources.8 Egypt could produce 188 percent of its demand from solar and wind energy, with 76 GW of surplus electricity production. Syria could produce 592 percent of its total demand, while Turkey and Greece could produce 105 percent and 96 percent, respectively, of their 2050 demand.9

According to the author’s estimates, if the pipeline of solar, wind, and hydropower projects in Egypt is fully implemented—including projects that are announced, planned, or under construction—its renewables generation capacity would grow twelvefold, in line with those of other North African nations. If the pipeline of solar, wind, and hydropower projects in Greece is fully implemented, this would result in a sevenfold increase in renewable energy generation capacity.10 These estimates are not just an opportunity to enhance energy security and accelerate the energy transition. They are also an economic opportunity with the potential to create jobs, stimulate investment, and position the region as a global leader in the growing clean energy sector.

The rapidly growing power demands across the Eastern Mediterranean necessitate expanding renewable energy capacity while also fundamentally rethinking how electricity is transmitted and shared. Addressing this challenge requires examining the current state of interconnection infrastructure and identifying opportunities to transform the region’s fragmented grid systems into an integrated network.

The interconnection imperative

Cross-border transmission grid interconnections are of cornerstone importance in the development of power systems. Grids that depend on intermittent renewable energy sources, such as solar and wind, benefit greatly from interconnections for balancing the intermittent nature of renewable sources. Because different countries have varying electricity demands throughout the day, spare capacities and shortfalls can be balanced between different grids.

The Eastern Mediterranean’s grid infrastructure presents a fragmented landscape in which cross-border electricity trade is limited. Northern countries such as Greece benefit from advanced energy grids, while southern and eastern regions lag behind. Across the whole Mediterranean, northern-shore countries have sufficient, albeit underutilized, interconnections, while southern-shore countries lack interconnection infrastructure and synchronization. ​Additionally, there are few north-south interconnections, with only a link from Spain to Morocco and another from Turkey to Syria.​11 This disparity creates both a challenge and an opportunity for leapfrogging conventional development paths.

Interconnections between Med-TSO members, including current and under-construction (continuous lines) and under-study (dotted lines) interconnections. Based on Moretti (2020).

Eastern Mediterranean countries continue to prioritize energy self-sufficiency through domestic power generation rather than regional power trading. With the exception of the Palestinian territories, which import nearly all (99.4 percent) of their electricity due to minimal local generation capacity, several countries maintain exceptionally low power import levels—around 1 percent of their total consumption—including Cyprus (0 percent), Lebanon (0.078 to 3.61 percent), Jordan (0.29 to 2 percent), and Egypt (0.29 to 0.41 percent). Similarly, with the exception of Greece and its integration into the European electricity market, power exports remain negligible throughout the region, with most countries exporting less than 1 percent of their generated electricity. This self-contained approach stems from incompatible technical systems among national grids that impede synchronous operation, difficulties in maintaining grid stability across borders, and persistent political tensions that discourage deeper energy integration.12

Some interconnections exist in the Eastern Mediterranean but are underutilized or nonoperational. Many of the interconnections are used purely on an emergency basis to cover unexpected or scheduled outages, or are not in operation at all. Key connections such as Turkey-Syria (400 kilovolts (kV)), Jordan-Syria (400 kV), and Lebanon-Syria (400 kV, 220 kV, and 66 kV) are currently inactive, largely due to regional conflicts and technical incompatibilities between national grids, including different frequencies and control systems.13

Yet some progress toward greater regional integration is under way. A “super grid” is slowly emerging across the Mediterranean. The Mediterranean Master Plan 2022 outlines several Eastern Mediterranean interconnectors including: the Great Sea Interconnector between Greece, Cyprus, and Israel (1000 MW); the EuroAfrica interconnector to link Cyprus and Egypt (1000 MW), the Green Energy Interconnector (GREGY)  between Greece and Egypt (3000 MW of primarily renewable power); and a number of capacity-expansion proposals such as the ones between Egypt and Jordan (1100 MW), Jordan and Syria (800 MW), Syria and Turkey (600 MW), and Jordan and the Palestinian territories (100 MW).14

These projects are designed to enhance electrical integration, facilitate renewable energy exchange, and improve security of supply. The Great Sea Interconnector, which is under construction, is expected to be operational by 2030 with a capacity of up to 2 GW, while the GREGY project is expected to be completed by 2031.15 These developments have been planned for more than a decade. An older proposal, the Mediterranean Electricity Ring, aimed to connect Mediterranean countries via a circle of interconnections to facilitate cross-border power exchange. In the Eastern Mediterranean, this included connecting Egypt, Jordan, Syria, Lebanon, Turkey, and Greece.16

Source: ENTSO-E

However, significant challenges remain. Tensions caused by maritime disputes between regional countries such as Greece, Turkey, and Cyprus, the unresolved Cyprus question, and the protracted Israel-Palestinian conflict, all impede the development of cross-border infrastructure.17

In addition, the geopolitical diversity, uneven political stability, and limited political trust among Eastern Mediterranean countries dampen some national governments’ interest in exploring partial reliance on external electricity. Reasons cited often include the potential for electricity being used as a geopolitical lever, the risk of disruption caused by internal conflict, infrastructure failure, governance breakdown propagating across borders, and concerns about expanding cybersecurity vulnerabilities by exposing national grids to transboundary breaches.

Additionally, many countries maintain vertical monopolies in their electricity sectors—e.g., utilities such as Electricité du Liban (EDL) in Lebanon, Israel Electric Corporation (IEC) in Israel, and, to some extent, various companies in Jordan—which enable them to control generation, transmission, and distribution, thus limiting market competition and cross-border electricity flow.

Technical barriers are equally significant, as systems have evolved separately with different standards and technologies. Alternating-current (AC) interconnections require high degrees of technical compatibility and operational coordination, creating stability risks when disturbances in one location impact other areas of the network. These challenges are compounded by insufficient regulatory frameworks and governance structures needed to support cross-border trading.18

From pledge to power: Speeding the region’s renewable revolution

Developing renewable energy capacity and establishing physical interconnections form the backbone of regional energy integration, and these efforts need to rapidly scale up due to the urgency of the climate crisis. Global climate commitments and obligations provide a framework for measuring progress and highlight the gap between current trajectories and required outcomes.

Meeting COP28 targets

The commitment at COP28 to triple the world’s installed renewable energy generation capacity by 2030 provides a clear imperative for action in the Eastern Mediterranean. Nations collectively committed to this target as part of the global stocktake of the 2015 Paris Agreement.19 In addition, 130 nations—including Greece, Cyprus, and Turkey—also joined the Global Renewables and Energy Efficiency Pledge, a voluntary coalition committing to triple their renewable energy capacity and double the rate of energy-efficiency improvement.20 In September 2024, nine northern Mediterranean countries (often known as the MED9) agreed to collaborate on making the region a renewable energy hub, aligning with this global target.21

A growing grassroots initiative known as TeraMed is seeking to mobilize Mediterranean countries to triple their renewable energy capacity and reach 1 terawatt in combined generation capacity.22

As of 2023, Eastern Mediterranean countries had an installed renewable power capacity of 90 GW, accounting for 42 percent of their total electricity generation.23 To meet the COP28 target, the region must reach 405 GW of capacity by 2030, requiring a steep annual growth of 45 GW. Unsurprisingly, the region is not on track. With the exceptions of Greece and Egypt, all Eastern Mediterranean countries must accelerate their efforts if they are to meet the threefold-increase target.24

In my view, meeting these ambitious renewable targets requires more than simply adding generation capacity. The Eastern Mediterranean needs advanced infrastructure solutions that can both accommodate the tripling of renewable energy and overcome existing grid fragmentation. Smart grid technologies represent the critical connective tissue that will enable this rapid transition.

Smart grid innovation: The digital backbone of renewable integration

To effectively integrate the growing share of renewables and enhance grid stability, the Eastern Mediterranean must leapfrog conventional infrastructure by investing in smart grids. In addition to interconnections, smart grid technologies enable better management of intermittent renewable sources, improve reliability, and reduce losses. These technologies include battery storage, advanced metering infrastructure, dynamic line rating, and other network automation, data management, and analytics technologies for real-time monitoring and control.

Battery storage is particularly crucial for managing the intermittency of renewable energy sources, ensuring grid stability as the share of renewables increases. However, large-scale battery storage projects are still nascent in the Eastern Mediterranean—with the exception of Turkey, which set a target for battery energy storage capacity to reach 7.5 GW by 2035.25

Flexibility mechanisms, including demand response and renewable hydrogen production, further enhance grid stability. Technologies such as electrolysis using solar and wind electricity for hydrogen production are gaining traction. Turkey has plans to develop 5 GW of electrolyzer capacity for green hydrogen production by 2035, and to expand capacity to a staggering 70 GW by 2053.26 Similar applications are being explored in Egypt, which plans to become a transit route for renewable hydrogen.27

Smart meters also help manage the grid better through demand-side management. In the Eastern Mediterranean, Greece is leading on smart meters. It plans to roll out 3.12 million units by 2026, funded by the European Investment Bank, to enhance energy efficiency and support demand response.28

Deploying advanced grid technologies across borders also requires moving beyond identifying technical requirements to addressing the fundamental question of funding this transition. Additionally, this paper argues that the financing challenge is not merely about capital mobilization but also the creation of financial structures that simultaneously enable technological leapfrogging and regional cooperation.

Credit: Photo by American Public Power Association on Unsplash

Beyond borders, beyond banks: Innovative financing for regional energy

The transition from technical requirements to financial realities necessitates examining the substantial capital investments needed to realize the Eastern Mediterranean’s energy transformation. While technological solutions provide the roadmap, financing mechanisms will determine the pace and scale of implementation, particularly when the magnitude of required investment exceeds traditional national budgetary capacities.

Quantifying the investment challenge

The Eastern Mediterranean’s energy transition demands significant capital to expand limited renewable energy capacity, modernize aging grids, and develop cross-border interconnections.

Renewable energy projects typically cost around $1 million per megawatt of installed capacity. Their costs are already competitive, and they are the cheapest form of new generation capacity across the region. Moreover, those costs are expected to continue falling and renewables are expected to be the cheapest source of electricity in most countries—including for storage—by 2027.29

However, given the sheer scale of buildup required to meet COP28 commitments, the enormity of the financing required cannot be overstated. If the region is to build 45 GW of renewable energy capacity this year, this would require approximately $45 billion just for generation capacity at current costs, excluding transmission and storage infrastructure.30

Transmission infrastructure is another challenge, especially given how its cost is often borne by grid operators rather than by private developers. The Great Sea Interconnector, for example, is estimated to cost approximately €1.9 billion ($2.08 billion).31

By 2030, the region’s total investment needs for sustainable energy transition could well exceed $300 billion. The magnitude of investment required highlights why ordinary national financing approaches are insufficient for the Eastern Mediterranean’s energy transformation. Instead, the region needs to scale finance beyond national resources and to explore financing instruments that mobilize capital at scale and also create structures for regional cooperation, serving as both financial tools and diplomatic instruments in a region where political tensions have historically impeded collaboration.

Financing the energy transition

The Eastern Mediterranean’s sustainable energy future will require mobilizing diverse financing sources and mechanisms. A mix of public and private funding sources—ranging from multilateral lenders and climate funds to innovative partnerships and financial instruments—can bridge the investment gap and accelerate the energy transition.

In developing countries within the Eastern Mediterranean, this challenge is made more difficult by the higher cost of capital, as investors demand high-risk premiums due to country, currency, or sector uncertainty.

This section outlines key financing sources and provides case studies and examples of how each source is being applied (or could be applied) in the Eastern Mediterranean. Each financing mechanism not only brings capital but can also serve as a catalyst for regional cooperation and innovation in energy infrastructure.

1. Multilateral development banks

Multilateral development banks (MDBs) provide a foundational source of capital and risk mitigation for large-scale energy projects in the region. Institutions such as the European Investment Bank (EIB), the European Bank for Reconstruction and Development (EBRD), the Asian Infrastructure Investment Bank (AIIB), and the World Bank offer concessional loans, grants, guarantees, and technical assistance to support renewable energy and grid modernization. For example, the EBRD has invested more than €3.8 billion in renewable energy across emerging markets, supporting 119 projects totaling more than 6 GW of capacity.

In the Eastern Mediterranean, MDB financing often underpins ambitious projects. For example, the EBRD and partners launched a $500-million framework that helped finance sixteen solar plants (750 MW) in Egypt, including in the Benban solar park.

Another notable initiative with a renewable energy component is the Southern and Eastern Mediterranean Sustainable Energy Financing Facility (SEMED SEFF), a joint program of the EBRD, EIB, Agence Française de Développement, and KfW, a German state-owned bank. With a €141.7-million budget, SEMED SEFF catalyzed investments in Jordan and Morocco to cut more than 150,000 tons of carbon dioxide annually and boost renewables (25 percent of its funds went to renewable energy projects).32

MDBs not only supply affordable long-term loans; they also crowd in other investors. In Egypt’s Benban project, for instance, the EBRD, the International Finance Corporation (IFC), the AIIB, and the African Development Bank (AfDB) cofinanced solar plants alongside private developers, dramatically lowering financing costs and risk.33 By leveraging MDBs’ preferred creditor status and technical expertise, such involvement signals to markets that projects are bankable.

By providing concessional finance, convening power, and technical and policy assistance, MDBs help Eastern Mediterranean countries undertake projects that might otherwise be too costly or complex, from large wind and solar farms to regional grid interconnectors. Their financing comes with due diligence and policy guidance, encouraging reforms (such as market liberalization or improved procurement frameworks) that improve the overall investment climate. Going forward, scaling up MDB capital—including through their climate-focused funds and guarantees—will be crucial to meet the region’s renewable investment needs at the pace demanded by global climate commitments.

2. Green finance and investment

Green finance refers to capital raised for climate-friendly and sustainable projects through instruments such as green bonds, green loans, and ESG (environmental, social, governance) investments. In the Eastern Mediterranean, green bonds specifically are emerging as an important tool to tap global capital markets for renewable energy and low-carbon infrastructure. The global green bond market has expanded rapidly to more than $2.5 trillion outstanding by 2024.34

Eastern Mediterranean nations have started to issue their own green bonds to fund clean energy, often with strong investor demand. Egypt was an early mover, launching a $750-million sovereign green bond in September 2020.35 Cyprus followed in 2022, issuing a €1-billion green bond. In 2023, Israel and Turkey debuted their first sovereign green bonds, raising $2 billion and $2.5 billion, respectively.36 Greece signaled plans to issue a sovereign green bond as well. While a national issuance expected for 2024 remains pending, the Bank of Greece issued a €500-million green bond in 2020.37

Other private institutions have also issued green bonds, including banks and other businesses such as renewable energy companies. Lebanon’s Fransabank SAL issued its first green bond in 2018, valued at $60 million, with support from the IFC and EBRD. The proceeds were directed to support sustainable finance initiatives. Jordan’s Kuwait Bank followed in 2023 and, in collaboration with the IFC, issued its first green bond, valued at $50 million. The funds were allocated to renewable energy, low-carbon transport, and sustainable water and wastewater projects. ​ Additionally, Arab Bank in Jordan issued a $250-million sustainable bond in October 2023 to support green and sustainable initiatives.38

However, the market remains nascent and fragmented. Strengthening regulatory frameworks, standardizing green taxonomies, and building technical capacity among issuers and investors will be key to unlocking green capital at scale. For instance, Turkey developed its own sustainable finance framework in 2021, while IFC support enabled Egypt to develop green bond guidelines and the Amman Stock Exchange to produce sustainability reporting guidelines.39 The European Union recently introduced the European Green Bond Standard, a voluntary framework to ensure transparency and combat greenwashing, which could serve as a model to harmonize practices in the region.40

3. International climate finance

International climate finance refers to dedicated funds and initiatives aimed at supporting climate change mitigation and adaptation in developing countries. For Eastern Mediterranean nations (many of which are middle-income or emerging economies), these funds are an important supplement to domestic resources. Key global climate funds include the Green Climate Fund (GCF), Climate Investment Funds (CIF) such as the Clean Technology Fund, and the Global Environment Facility (GEF). Historically, the Middle East and North Africa (MENA) region has underutilized these funds: MENA has received only about 6.6 percent of cumulative financing from the major global climate funds through 2023.41

Eastern Mediterranean countries are now working to improve their access to these pools of finance by developing strong project proposals and institutional capacity. Egypt has been notably successful in tapping climate funds, securing about one-third of all GCF resources allocated to MENA as of 2023. About 85 percent of Egypt’s GCF funding has been in the form of loans. Jordan has also received international climate finance, accounting for roughly 10 percent of GCF funding in MENA (with around half in loans). Meanwhile, Turkey has benefited from World Bank funding via the Türkiye Green Fund (TGF), receiving a $155-million loan for the greening of firms through equity financing, while Lebanon has benefited from GEF grants, receiving about 8 percent of GEF’s MENA allocations.42 These funds often work by blending with multilateral bank financing or by de-risking projects to attract private investors (through instruments like guarantees and concessional tranches).

4. Islamic finance

Islamic finance is a growing source of funding for the energy transition and is particularly relevant in the Muslim-majority countries of the Eastern Mediterranean. Islamic finance follows sharia principles, such as prohibition of interest, and typically uses profit-sharing or asset-backed structures.43 Green sukuk (sharia-compliant bonds earmarked for environmental projects) have emerged as a key instrument to raise capital for renewables while tapping into Islamic investor pools. The global sukuk market has seen strong growth and greening in recent years. The first half of 2024 set a record, with $9.9 billion in green and sustainability sukuk issuances, indicating accelerating interest.44

While most green sukuk so far have originated in Southeast Asia and the Gulf, Eastern Mediterranean nations are starting to consider them.45 Egypt, for example, has been considering sukuk as a financing tool. It passed a Sovereign Sukuk Law in 2021 and could issue green sukuk to fund projects under its renewable energy and sustainable transport plans.46

Importantly, major finance institutions are steering toward climate action. In 2021, Emlak Katılım issued the first green sukuk in Turkey with a total value of 51.8 million Turkish lira.47 The Islamic Development Bank (IsDB) has also issued sukuk to raise funds for green projects. For example, in 2024 it issued a $2-billion benchmark sukuk earmarked partly for green development programs.48

Beyond sukuk, Islamic finance can support renewable energy through Islamic banks and funds investing in project equity or providing sharia-compliant loans (such as profit-sharing and loss-sharing musharakah (a joint-venture structure) or lease-based Ijarah financing). Islamic finance also opens opportunities for waqf (endowment funds) or zakat (charitable contributions) to be structured for community-level clean energy access or climate resilience projects, although such models are still in experimental stages.

5. Bilateral investment

Financing and development support from one country to another plays a pivotal role in the Eastern Mediterranean’s energy landscape. Bilateral investment often comes either directly from foreign governments (through aid, export credits, or state-owned banks) or via government-backed companies and sovereign wealth funds pursuing projects abroad. In the push for renewables, several powerful bilateral actors have emerged: notably the Gulf states (such as the United Arab Emirates (UAE) and Saudi Arabia) and China. They view renewable energy projects not only as commercial opportunities but also as avenues to strengthen strategic ties and influence in the region.

The UAE and Saudi Arabia have invested significantly in Egypt’s renewable energy projects, using investors such as ACWA Power, Masdar, and AMEA Power to fund new wind and solar capacity.49 For example, Masdar has partnered with Egyptian firms to develop a gigantic 10-GW onshore wind farm, one of the world’s largest, which it announced on the sidelines of COP27.50

China is increasingly becoming a major bilateral financier in Eastern Mediterranean energy. Chinese state-owned enterprises and funds have targeted renewable energy acquisitions and projects, especially in economies where financing gaps exist. In Egypt, Chinese banks and companies have supported the Benban solar complex; for example, the AIIB provided $210 million in debt financing for eleven solar plants (totaling 490 MW) in Benban’s second phase.51 Chinese firms have also supplied solar panels and construction for many Benban projects. China also has energy investments in Turkey, Lebanon, and Greece. China’s Silk Road Fund has acquired a 49-percent stake in ACWA Power’s renewable energy portfolio.52 These investment patterns are part of the increasing “greening” of China’s Belt and Road Initiative (BRI) and reflect China’s willingness to invest in lower-income Eastern Mediterranean nations, though these investments often serve dual purposes of commercial returns and strategic positioning.53

The European Union (EU) and its member states also act bilaterally through programs like the EU-funded Neighbourhood Investment Platform, which gives grants to complement loans for energy projects in the Mediterranean neighborhood.54 Europe often emphasizes grid interconnections and market integration (e.g., funding studies for a EuroAfrica interconnector between Egypt and Greece), Gulf countries favor high-profile generation projects, and China is active across the value chain from generation to transmission.

Bilateral investments bring substantial capital and can fast-track projects, but they also entail geopolitical balancing as recipient countries in the Eastern Mediterranean navigate offers from multiple suitors. When managed well, bilateral financing can complement multilateral efforts. It also can foster regional cooperation. For instance, the UAE not only invests in Arab neighbors but has discussed energy deals involving Israel (such as solar facilities in Jordan exporting power to Israel as part of a desalinated water and solar energy swap between Israel and Jordan).55

6. Debt financing

Debt financing (i.e., borrowing funds to be repaid with interest) is one of the predominant ways to fund energy infrastructure, including renewable projects, worldwide. In the Eastern Mediterranean, debt financing takes multiple forms: loans from commercial banks or international institutions, bonds issued in capital markets, export credits or supplier credits for equipment, and concessional and blended debt.

Given that debt is cheaper than equity, developers typically seek debt to cover most of the project costs. For investors and lenders, renewable energy projects can be attractive debt opportunities because they generally generate steady cash flows once operational.

Finance for regional cooperation

A comprehensive financing strategy leveraging all of the above mechanisms is crucial for the Eastern Mediterranean to realize its energy transition ambitions. Multilateral and climate funds provide scale and patient capital, green and Islamic finance tap new investor pools, and bilateral investments bring in strategic funding.

Additionally, financing structures such as project finance, public-private partnerships, power purchase agreements, and blended finance can help reduce risk. Green investment banks can help mobilize funding for green projects, while innovative tools like fintech and results-based financing fill niche gaps.

In my view, the region’s success in meeting COP28 goals hinges less on the availability of technology and more on the ability to align financial incentives across borders.

By structuring these financing approaches with regional cooperation as their foundation, these instruments create shared financial interests across borders, incentivizing collaboration and helping overcome entrenched political obstacles. Financial mechanisms explicitly requiring cross-border participation serve as powerful diplomatic tools in addition to their capital mobilization function.

For instance, multilateral investment funds that mandate co-investment from multiple Eastern Mediterranean countries establish joint ownership stakes in critical infrastructure, creating a financial incentive to maintain peaceful relations. Similarly, blended finance structures offering preferential terms for projects with cross-border components make cooperation economically advantageous compared to purely national approaches. For example, a Mediterranean renewable energy fund requiring participation from Greece, Turkey, and Cyprus could provide a neutral financial platform in which shared economic benefits supersede maritime disputes.

The strategic design of these mechanisms must include governance frameworks that span national boundaries, with representation requirements ensuring all stakeholders have meaningful input in investment decisions. Interconnection-specific project bonds co-issued by multiple countries can create shared liability structures in which default risks are mutually borne, fostering accountability across traditional divides.

When properly implemented, these tools can transform abstract diplomatic goals into concrete economic incentives. Countries with historical tensions can begin to view their neighbors not as competitors but as essential partners in accessing capital markets and achieving energy security. Countries that once viewed energy resources as potential flashpoints for conflict can instead develop economic interdependencies that make continued cooperation the most rational choice.

Credit: Photo by Jason Mavrommatis on Unsplash

Shared foundations: Creating a regional energy community

While innovative financing mechanisms provide the tools for transformation, their successful implementation depends on creating supportive physical, institutional, and diplomatic frameworks. The mobilization of capital through green bonds, MDB funding, climate finance, and other financial instruments discussed above is necessary but insufficient on its own to achieve regional energy integration.

Having participated in several regional energy dialogues, I have observed that trust between regulators remains limited. Finance can be the tool that enables cooperation in more sensitive policy areas. Yet it must be paired with robust infrastructure development, harmonized regulatory environments, diplomatic initiatives that overcome historical tensions, and coordinated governance structures that span national boundaries. The implementation of regional energy integration requires establishing concrete structures for collaboration that can transform the Eastern Mediterranean’s abundant renewable resources into a shared, resilient energy architecture that benefits all participating nations. These efforts must include

  • physical infrastructure development and grid integration;
  • interconnected energy markets and regulatory alignment on grid codes, tariff structures, and cross-border trading;
  • regional cooperation and diplomatic engagement; and
  • regional governance frameworks.

Scaling cross-border initiatives for a connected grid

Cross-border energy cooperation in the Eastern Mediterranean is advancing through several key initiatives aimed at integrating renewable energy sources and enhancing grid connectivity. There are nine interconnection projects and proposals at different stages of development across the region. If implemented fully, they can help create a more unified energy market capable of efficiently distributing energy across the Mediterranean while addressing the intermittency challenges of solar and wind.

The Great Sea Interconnection, set to link Cyprus, Greece, and Israel, is perhaps the region’s flagship project and will facilitate the trade of renewable electricity across borders. Similarly, Egypt and Greece are exploring the GREGY interconnection. Beyond the Eastern Mediterranean, Italy and Tunisia are advancing the ELMED interconnection between them, which is expected to be operational by 2027.56 Technologies already exist to manage some of the perceived risks of interconnections. Using high-voltage direct current (HVDC) transmission lines offer greater controllability and can be isolated more easily than traditional AC interconnections. Interconnections can also be directed to non-critical loads or areas in order to reduce risk to cross-border disruptions, while robust cybersecurity standards and protocols can help protect critical infrastructure.

Harmonizing regulations for seamless market operation

Achieving a fully integrated energy market in the Eastern Mediterranean requires harmonized regulations to ensure fair access to grids, promote investment, and reduce the cost of risk capital. Countries involved in interconnection projects need to have the regulatory framework in place to allow for successful entry of foreign electricity into domestic electricity markets and successful export of their electricity to foreign markets. This is especially difficult for countries in which electricity utilities hold vertical monopolies in all sectors of the economy. Turkey, Cyprus, Greece, and Egypt have unbundled or are on the way to unbundling their electricity markets; meanwhile, Jordan, Lebanon, and, to a lesser extent, Israel have electricity utilities that hold vertical monopolies and are responsible for generating and supplying electricity to all sectors in the economy.57

The EU’s internal energy market policies are a model for regulatory convergence, emphasizing transmission ownership unbundling between electricity generation or supply companies and transmutation ones, consumer rights, and the role of regulatory actors such as the Agency for the Cooperation of Energy Regulators (ACER).58 The EU’s Electricity Directive 2019/944 mandates nondiscriminatory access to transmission and distribution systems, a principle that could be adapted for the Eastern Mediterranean to attract private investment.59

However, this EU model cannot be fully replicated in the Eastern Mediterranean due to different system maturity levels. The Association of Mediterranean Energy Regulators (MEDREG), comprising twenty-seven energy regulators from twenty-two countries, recommends that regulatory frameworks must be tailored to specific subregional contexts, and that Eastern Mediterranean countries need to develop more regulatory solutions independent from those of the EU.60

Progress in regulatory harmonization could also increase infrastructure investments significantly in the Eastern Mediterranean. However, this progress is slow due to the region’s diverse regulatory environments, with countries such as Syria, Lebanon, Turkey, and Egypt maintaining state-controlled energy sectors, while others like Greece and Cyprus align with EU directives to liberalize the energy market. Overcoming these disparities will require sustained dialogue, capacity building, and incentives for alignment.

Energy diplomacy: Transforming geopolitical challenges into opportunities

Geopolitical tensions are another major barrier to cooperation in the Eastern Mediterranean. Political and security dynamics significantly influence energy cooperation in the region. Long-standing disputes—such as those between Greece, Turkey, and Cyprus over maritime boundaries, the Syrian civil war, the unresolved Cyprus question, the recently intensified Israeli-Palestinian conflict, and the Israel-Lebanon conflict—have all historically hindered regional collaboration and the development of cross-border infrastructure, particularly affecting projects like the EastMed Gas Pipeline.61 Overcoming these challenges will require financial resources as well as diplomatic engagement and innovative governance structures.

However, the shift toward renewable energy and the EU’s focus on a green energy economy present new opportunities for cooperation. Initiatives such as the East Mediterranean Gas Forum (EMGF)—established in 2019 as a platform focused on natural gas development, it includes Egypt, Greece, Cyprus, Israel, Jordan, and the Palestinian territories, along with France and Italy—can be both reformed to become more inclusive of all Eastern Mediterranean counties and expanded beyond natural gas to include renewable energy, power infrastructure, and advancing electricity interconnection and trading.62 Some energy policy experts have advocated for renaming the EMGF as the East Mediterranean Energy Forum (EMEF) to reflect this broader mandate.63 Such a forum should include a regulatory platform, in which each country is represented by its national regulatory authority or electricity governing body, to jointly promote greater harmonization of regional energy markets and legislation.

Energy cooperation is increasingly recognized as a tool for regional stability and economic integration. The development of renewable energy projects and interconnectors can create shared economic interests, reducing the potential for conflict.64 This approach transforms energy from a source of competition to a platform for collaboration, potentially easing long-standing tensions through mutual economic benefits and shared climate goals.

An increased shift toward renewable energy sources not only ensures long-term sustainability and economic benefits for the region, but also has higher potential than gas diplomacy. Unlike natural gas and other tradable commodities, renewable energy systems are an undisputed resource. Additionally, collaboration on renewable energy projects through interconnections provides synergies between partnering countries due to the benefits they provide to both grids.

Shared horizon: Finance and diplomacy for a unified Eastern Mediterranean energy landscape

The Eastern Mediterranean stands at the cusp of a transformative energy transition in which innovative financing can simultaneously advance technological leapfrogging, economic development, and regional cooperation. By strategically structuring investment mechanisms that require collaboration, the region can convert financial transactions into diplomatic bridges.

Financial innovation offers three distinct diplomatic dividends beyond its direct economic benefits.

First, joint financing creates structured engagement opportunities that maintain dialogue even during political tensions. When countries coinvest in renewable infrastructure through mechanisms such as regional green bonds or mixed-ownership projects, they establish technical and financial communication channels that persist through diplomatic fluctuations. These ongoing interactions build relationships among technical experts and financial officials that can later facilitate broader cooperation.

Second, shared financial liabilities transform political calculus by creating mutual dependencies. When neighboring countries with historical tensions become co-guarantors of infrastructure loans or joint issuers of project bonds, they develop a tangible economic interest in maintaining stable relations. The economic costs of diplomatic ruptures become quantifiable and immediately visible to stakeholders on all sides.

Third, financial innovation creates positive-sum narratives in a region often characterized by zero-sum competition. By enabling countries to collectively tap into previously inaccessible capital pools—such as global ESG funds seeking large-scale sustainable investments—regional financial mechanisms demonstrate that cooperation delivers benefits unattainable through individual action.

If the Eastern Mediterranean realizes this vision of financially driven integration, it could emerge as a global model for how innovative capital structures can overcome entrenched geopolitical challenges. The region’s abundant renewable resources, which have the potential to generate more electricity than its projected future demand, provide the natural foundation, while innovative financing creates the institutional architecture for a sustainable energy future that transcends historical divisions and creates shared prosperity across borders.

The path forward requires financial creativity, diplomatic persistence, and technical expertise—but the potential rewards extend far beyond renewable kilowatts to include a fundamental reconfiguration of regional relationships built on shared economic interests rather than historical grievances.

Acknowledgments

The Atlantic Council would like to extend special thanks to Limak Holding for its valuable support for this report.

About the author

Karim Elgendy
Executive Director,
Carboun Institute;
Associate Fellow,
Chatham House

Karim Elgendy is an expert on energy transition and climate policy in the Middle East and North Africa. His research examines the intersection of climate diplomacy, energy geopolitics, and sustainable development across the region. Elgendy investigates how countries navigate energy transitions and climate change impacts within shifting geopolitical landscapes, and analyzes how regional and global power dynamics influence climate action and policy implementation. He possesses deep expertise in energy and climate policies across the Eastern Mediterranean and Gulf Cooperation Council states, with particular focus on renewable energy, climate resilience, and diplomacy.

Elgendy has authored numerous articles and policy publications in leading journals and platforms. He has presented at over one hundred public speaking engagements and has delivered guest lectures at several prestigious universities. His expert analysis is regularly featured in broadcast, print, and digital media outlets, and he has appeared in most mainstream media outlets.

Appendix: Acronym glossary

AcronymFull name
ACWA PowerArabian Company for Water and Power Development
ADBAsian Development Bank
AIIBAsian Infrastructure Investment Bank
COPConference of the Parties (UN Climate Conference)
EBRDEuropean Bank for Reconstruction and Development
EDLElectricité du Liban
EIBEuropean Investment Bank
EMEFEast Mediterranean Energy Forum (proposed)
EMGFEast Mediterranean Gas Forum
ENTSO-EEuropean Network of Transmission System Operators for Electricity
ESGEnvironmental, social, and governance
GEFGlobal Environment Facility
GREGYGreece-Egypt Interconnector
GCFGreen Climate Fund
IECIsrael Electric Corporation
IsDBIslamic Development Bank
MDBsMultilateral development banks
MEDREGAssociation of Mediterranean Energy Regulators
PVPhotovoltaic
RCCRegional Coordination Committee
RIGRegional Implementation Group
RSGRegional Stakeholder Group
SEMED SEFFSouthern and Eastern Mediterranean Sustainable Energy Financing Facility
TSOTransmission System Operator
UAEUnited Arab Emirates

Explore the program

The Atlantic Council Turkey Program aims to promote and strengthen transatlantic engagement with the region by providing a high-level forum and pursuing programming to address the most important issues on energy, economics, security, and defense.

1    Pantelis Kiriakidis, et al., “Projected Wind and Solar Energy Potential in the Eastern Mediterranean and Middle East in 2050,” Science of the Total Environment 927 (2024), https://www.sciencedirect.com/science/article/pii/S0048969724022630.
2    Moritz Rau, Günter Seufert, and Kirsten Westphal, “The Eastern Mediterranean as a Focus for the EU’s Energy Transition,” Stiftung Wissenschaft und Politik, 2022, https://www.swp-berlin.org/10.18449/2022C08/.
3    “Electricity,” Republic of Türkiye, Ministry of Energy and Natural Resources, last updated April 16, 2025, https://enerji.gov.tr/infobank-energy-electricity.
4    Ibid.
5    Karim Elgendy, “Charting Energy Transitions in the Eastern Mediterranean and Arabian Peninsula,” Atlantic Council, December 8, 2023, https://www.atlanticcouncil.org/in-depth-research-reports/report/charting-energy-transitions-in-the-eastern-mediterranean-and-arabian-peninsula/.
6    “Egypt Reaffirms 42% Renewable Energy Goal by 2030, Urges International Help,” Reuters, November 12, 2024, https://www.reuters.com/business/energy/egypt-reaffirms-42-renewable-energy-goal-2030-urges-international-help-2024-11-12/; “Clean Energy for EU Islands: Greece,” European Commission, last visited March 25, 2025,https://clean-energy-islands.ec.europa.eu/countries/greece.
7    “Setting the Scene for an Interconnected, Renewable Mediterranean Energy System,” ECCO, 2023, https://eccoclimate.org/setting-the-scene-for-an-interconnected-renewable-mediterranean-energy-system/.
8    “Renewable Capacity Statistics 2024,” International Renewable Energy Agency, March 2024, https://www.irena.org/Publications/2024/Mar/Renewable-capacity-statistics-2024; Kiriakidis, et al., “Projected Wind and Solar Energy Potential.”
9    Kiriakidis, et al., “Projected Wind and Solar Energy Potential.”
10    Authors’s calculations based on Global Energy Monitor datasets, last visited March 25, 2025, https://globalenergymonitor.org.
11    Antonio Moretti, et al., “Grid Integration as a Strategy of Med-TSO in the Mediterranean Area in the Framework of Climate Change and Energy Transition,” Energies 13, 20 (2020), https://www.mdpi.com/1996-1073/13/20/5307.
12    Ramzi El Dobeissy and Mayssa Otayek, “The Potential of Electricity Interconnections,” American University of Beirut, January 2023, https://www.aub.edu.lb/ifi/Documents/publications/research_reports/2022-2023/Electricity-Interconnections-Eastern-Mediterranean.PDF.
13    Ibid.
14    “Masterplan of Mediterranean Interconnections 2022,” Mediterranean Transmission System Operators, May 31, 2023, https://med-tso.org/en/masterplan-of-mediterranean-interconnections-2022/; El Dobeissy and Otayek, “The Potential of Electricity Interconnections.”
15    Gianluca Muscelli, “Integrated Electricity Grids in the Mediterranean? A Bridge for Energy Cooperation between Europe and North Africa,” ECCO, December 4, 2023, https://eccoclimate.org/integrated-electricity-grids-in-the-mediterranean-a-bridge-for-energy-cooperation-between-europe-and-north-africa/; “GREGY Interconnector,” Energy Press, last visited March 25, 2025, https://energypress.eu/tag/gregy-interconnector/.
16    Abdenour Keramane, “The Energy Ring and the Euro-Mediterranean Electricity Market,” Les Notes IPEMED, Institut de Prospective Economique du Monde Méditerranéen, September 2010, https://www.ipemed.coop/adminIpemed/media/fich_article/1315774972_LesNotesIPEMED_11_BoucleElectrique_sept2010.pdf.
17    Rau, Seufert, and Westphal, “The Eastern Mediterranean as a Focus for the EU’s Energy Transition.”
18    El Dobeissy and Otayek, “”The Potential of Electricity Interconnections.”
19    “What Is the Global Stocktake?” McKinsey & Company, August 28, 2024,
https://www.mckinsey.com/featured-insights/mckinsey-explainers/what-is-the-global-stocktake.
20    “Global Renewables and Energy Efficiency Pledge,” COP28, last visited March 25, 2025, https://www.cop28.com/en/global-renewables-and-energy-efficiency-pledge.
21    Karim Elgendy, “The Mediterranean Must Work Collectively to Harness the Power of Renewables,” Atlantic Council, March 11, 2025, https://www.atlanticcouncil.org/blogs/energysource/the-mediterranean-must-work-collectively-to-harness-the-power-of-renewables/.
22    “1 Terawwatt Renewable Energy Capacity Installed in the Mediterranean Region by 2030,” TERAMED Initiative, last visited March 25, 2025, https://teramedinitiative.com/.
23    “Renewable Capacity Statistics 2024.”
24    Elgendy, “The Mediterranean Must Work Collectively to Harness the Power of Renewables.”
25    Karim Elgendy, “From Grey to Green: Türkiye’s Energy Transition(s),” CeSPI Osservatorio Turchia, October 2023, https://www.cespi.it/sites/default/files/osservatori/allegati/approf._26_turkiyes_energy_transitions_elgendy_0.pdf.
26    Ibid.
27    Rau, Seufert, and Westphal, “The Eastern Mediterranean as a Focus for the EU’s Energy Transition.”
28    “HEDNO Smart Meters I Project Pipeline,” European Investment Bank, August 2, 2023, https://www.eib.org/en/projects/pipelines/all/20220823.
29    Femke J. M. M. Nijsse, et al., “The Momentum of the Solar Energy Transition,” Nature Communications 14 (2023), https://www.nature.com/articles/s41467-023-41971-7.
30    “Renewable Power Generation Costs in 2023,” International Renewable Energy Agency, 2024, https://www.irena.org/-/media/Files/IRENA/Agency/Publication/2024/Sep/IRENA_Renewable_power_generation_costs_in_2023.pdf.
31    Great Sea Interconnector, last visited March 28, 2025, https://www.great-sea-interconnector.com/en.
32    “Southern and Eastern Mediterranean Regional Sustainable Energy Financing Facility,” EU Neighbours South, last visited March 28, 2025, https://south.euneighbours.eu/project/semed-seff-southern-and-eastern-mediterranean-regional-sustainable/.
33    “AIIB Investment’s Portfolio in Egypt Hits $1.3b,” Egyptian Gazette, September 25, 2023, https://egyptian-gazette.com/egypt/aiib-investments-portfolio-in-egypt-hits-1-3b/.
34    “Green Bond Market Guide,” Goldman Sachs Asset Management, November 1, 2024, https://am.gs.com/en-gb/institutions/insights/article/2024/green-bond-market-guide.
35    “Supporting Egypt’s Inaugural Green Bond Issuance,” World Bank, March 15, 2022, https://www.worldbank.org/en/news/feature/2022/03/02/supporting-egypt-s-inaugural-green-bond-issuance.
36    “Green Bond Allocation,” State of Israel Ministry of Finance, January 2024, https://www.gov.il/BlobFolder/reports/green-bond-framework/en/files-eng_Publications_Israel-Green-Bond-Framework-SOI.pdf; “ESG Issuances,” Republic of Turkey Ministry of Treasury and Finance, last visited April 3, 2025, https://en.hmb.gov.tr/esg-issuances.
37    “Sustainability and Green Bond Frameworks,” National Bank of Greece, last visited March 29, 2025, https://www.nbg.gr/en/group/investor-relations/debt-investors/sustainability-and-green-bond-frameworks.
38    Jessica Obeid, “Turning MENA Markets Green: Why Sustainable Finance Matters and How to Do It,” SRMG Think Research and Advisory, 2024, https://awsprod.srmgthink.com/featured-insights/411/special-report-turning-mena-markets-green.
39    “Republic of Turkey—Sustainable Finance Framework,” Republic of Turkey, November 2021, https://ms.hmb.gov.tr/uploads/2021/11/Republic-of-Turkey-Sustainable-Finance-Framework.pdf; Obeid, “Turning MENA Markets Green.”
40    “European Green Bond Standard,” European Commission, last visited March 28, 2025, https://finance.ec.europa.eu/sustainable-finance/tools-and-standards/european-green-bond-standard-supporting-transition_en.
41    Jessica Obeid and Alice Gower, “Mind the Gap: Highlighting MENA’s Climate Finance Challenge,” SRMG Think Research and Advisory, December 2023, https://www.srmgthink.com/highlighting-menas-climate-finance-challenge.
42    “$155 Million World Bank Loan to Expand Equity Finance for the Greening of Turkish Firms,” World Bank, press release, November 9, 2023, https://www.worldbank.org/en/news/press-release/2023/11/09/-155-million-world-bank-loan-to-expand-equity-finance-for-the-greening-of-turkish-firms; Obeid and Gower, “Mind the Gap.”
43    “Islamic Finance and Renewable Energy,” Greenpeace MENA, 2024,
https://www.greenpeace.org/static/planet4-ummah-stateless/2024/11/d63785ad-iffe_report_en-.pdf.
44    Ibid.
45    “Unlocking Islamic Climate Finance,” Asian Development Bank, November 2022, https://www.adb.org/publications/unlocking-islamic-climate-finance.
46    “Sovereign Sukuk Act Signed into Law,” Enterprise (Egyptian news site), 2021, https://enterprise.press/stories/2021/08/19/sovereign-sukuk-act-signed-into-law-51060/.
47    Esma Karabulut, “Technical Assistance for Assessment of Türkiye’s Potential on Transition to Circular Economy,” Circular Economy Workshop, October 4, 2022, https://webdosya.csb.gov.tr/db/dongusel_en/icerikler/deep-project-presentat-on-en_esma-karabulut-20221024144340.pdf.
48    “IsDB Issues US$2 Billion Sukuk in First Benchmark of the Year,” Islamic Development Bank, May 8, 2024, https://www.isdb.org/news/isdb-issues-us-2-billion-sukuk-in-first-benchmark-of-the-year.
49    “Gulf Renewable Power Tracker,” Columbia University Center on Global Energy Policy, last visited March 29, 2025, https://www.energypolicy.columbia.edu/the-gulf-renewable-projects-tracker/.
50    Maha El Dahan, “COP27: UAE and Egypt Agree to Build One of World’s Biggest Wind Farms,” Reuters, November 8, 2022, https://www.reuters.com/business/cop/cop27-uae-egypt-agree-build-one-worlds-biggest-wind-farms-2022-11-08/.
51    “AIIB Supports Renewable Energy Development in Egypt,” Asian Infrastructure Investment Bank, September 5, 2017, https://www.aiib.org/en/news-events/news/2017/AIIB-Supports-Renewable-Energy-Development-in-Egypt.html.
52    “Silk Road Fund Becomes a 49% Shareholder in ACWA Power Renewable Energy Holding LTD,” ACWA Power, June 23, 2019, https://www.acwapower.com/news/silk-road-fund-becomes-a-49-shareholder-in-acwa-power-renewable-energy-holding-ltd/.
53    Clemens Hoffmann and Ceren Ergenc, “A Greening Dragon in the Desert? China’s Role in the Geopolitical Ecology of Decarbonisation in the Eastern Mediterranean,” Journal of Balkan and Near Eastern Studies 25, 1 (2023), 82–101, https://www.tandfonline.com/doi/full/10.1080/19448953.2022.2131079.
54    “Neighbourhood Investment Platform,” European Commission, last visited March 20, 2025, https://enlargement.ec.europa.eu/neighbourhood-investment-platform_en.
55    Veronika Ertl, Benjamin Nickels, and Hamza Saidi, “Climate Change and Geopolitical Dynamics in the Middle East and North Africa,” Konrad Adenauer Stiftung, July 19, 2024, https://www.kas.de/de/einzeltitel/-/content/climate-change-and-geopolitical-dynamics-in-the-middle-east-and-north-africa.
56    “ELMED Project,” last visited March 25, 2025, https://elmedproject.com.
57    El Dobeissy and Otayek, “The Potential of Electricity Interconnections.”
58    “Internal Energy Market,” Fact Sheets on the European Union, April 2024, https://www.europarl.europa.eu/factsheets/en/sheet/45/internal-energy-market.
59    Ibid.
60    Francesco Valezano, “Decarbonization, Decentralization and Digitalization in the Mediterranean,” Revolve, August 12, 2019, https://revolve.media/features/decarbonization-decentralization-and-digitalization-in-the-mediterranean.
61    Rau, Seufert, and Westphal, “The Eastern Mediterranean as a Focus for the EU’s Energy Transition.”
62    Ariel Ezrahi, “An Energy and Sustainability Roadmap for the Middle East,” Atlantic Council, November 22, 2024, https://www.atlanticcouncil.org/in-depth-research-reports/report/an-energy-and-sustainability-road-map-for-the-middle-east/.
63    Ibid.
64    “Rethinking Gas Diplomacy in the Eastern Mediterranean,” International Crisis Group, April 26, 2023, https://www.crisisgroup.org/middle-east-north-africa/east-mediterranean-mena-turkiye/240-rethinking-gas-diplomacy-eastern; “Regional Integration: Sub-regional Regulatory Convergence,” Association of Mediterranean Energy Regulators, December 2020, https://www.medreg-regulators.org.

The post Great sea connections: Financing the Eastern Mediterranean’s energy transition appeared first on Atlantic Council.

]]>
Kumar quoted in Correio do Estado on the increasing global economic influence of BRICS relative to the G7 https://www.atlanticcouncil.org/insight-impact/in-the-news/kumar-quoted-in-correio-do-estado-on-the-increasing-global-economic-influence-of-brics-relative-to-the-g7/ Sun, 15 Jun 2025 19:11:00 +0000 https://www.atlanticcouncil.org/?p=862157 Read the full article here.

The post Kumar quoted in Correio do Estado on the increasing global economic influence of BRICS relative to the G7 appeared first on Atlantic Council.

]]>
Read the full article here.

The post Kumar quoted in Correio do Estado on the increasing global economic influence of BRICS relative to the G7 appeared first on Atlantic Council.

]]>
Empower women miners now for a just future in Africa https://www.atlanticcouncil.org/blogs/africasource/empower-women-miners-now-for-a-just-future-in-africa/ Thu, 12 Jun 2025 19:44:57 +0000 https://www.atlanticcouncil.org/?p=851043 African countries must address the challenges women in mining face with policies that are tailored to the needs of local communities.

The post Empower women miners now for a just future in Africa appeared first on Atlantic Council.

]]>
Women are an integral part of the mining economy in Sub-Saharan Africa.

In the informal or artisanal and small-scale mining (ASM) sector, women’s participation is estimated at up to 50 percent. But despite their contributions, women across the region are subjected to discrimination—which results in fewer socioeconomic and professional opportunities—in addition to sexual and gender-based violence.

Today, the increasing demand for critical minerals has led global powers, including the United States, to consider critical-mineral deals globally in order to create stronger and more sustainable supply chains. African countries thus have a newfound opportunity to prioritize their development goals—but they first must address the discrimination and violence against women taking place across the industry.

For African countries to empower their women miners, they must tailor formalization pathways of women ASM miners and support grassroots organizations as operational partners, while deploying policies aimed at addressing gender biases in the industry and on a macro scale.

The reality for women miners

In the ASM sector, where working conditions are unsafe, women face gender-based discrimination and physical harm. Women miners are ninety times more at risk of death than their male counterparts, according to the World Bank. Women miners also face sexual violence, which is especially prevalent in conflict areas: For example, amid the ongoing conflict between Congolese armed forces and Rwanda-backed M23 rebels, women (both miners and not) reported 895 rapes in the last two weeks of February 2025, averaging sixty reports per day.

In the ASM sector and in large-scale mining (LSM), women have also been allocated fewer technical jobs in addition to unequal access to mining rights, tools, and financial resources, all diminishing their ability to achieve financial growth. Their restricted economic mobility often confines them to ancillary services such as preparing food and cleaning mineral ore. But regardless of the roles they take, women miners often receive lower wages than men for the same labor. Discrimination also results in women miners taking on a disproportionate burden of labor overall, as many are responsible for housework in addition to mining activities.

Legal infrastructures also reinforce discrimination against women miners: For example, the DRC’s Mining Code stipulates that pregnant women are not allowed to work in mining. Similarly, sections 55 and 56 of Nigeria’s 2004 Labor Act prohibit women from working in industrial undertakings, including mining, during nighttime hours and from doing any manual labor underground. These unequal legal measures can push more women to informal mining practices, making them more vulnerable to physical and gender-based harm.

Tapping the opportunity

African countries, for their development and economic growth, must address the challenges women in both ASM and LSM face, with policies that are tailored to the needs of local mining communities.

African countries must offer easily navigable pathways for ASM miners to formalize—and such pathways must be customized for local contexts. Formalization is particularly complex in regions with conflict and legal pluralism. There are frameworks available to guide African governments in this endeavor. For example, a nongovernmental organization called Pact has publicly put forth the model it uses to engage communities in formalization, tailoring the approach to the needs of local artisanal miners. Such a model includes stakeholder engagement and educational training for miners, in addition to support with securing licenses and land access and with addressing human rights and safety concerns.

African governments should also support local grassroots organizations in operationalizing these efforts to improve the well-being of women miners and their economic prospects. In the ASM sector in particular, these organizations are integral to reaching women miners, especially in spaces where governments lack reach. For example, Tanzania’s Women Miners Association economically empowers women miners through initiatives that organize savings and credit cooperative societies and support women as they work to acquire mining licenses and market access. An organization called IMPACT leads initiatives for women-led mining businesses to improve women miners’ safety and foster inclusion in global supply chains. IMPACT supported the building of at least fifty village savings and loans associations in the DRC and Burkina Faso, involving nearly three thousand women and men who saved more than $176,000.

In addressing women’s challenges in the mining sector—both ASM and LSM—more broadly, African governments must also deploy policies that are gender inclusive and women-centric in order to alleviate the gendered struggles of women in the mining sector. There are already positive examples of such policies on the African continent, some being South Africa’s programs to improve women’s participation in the LSM sector. In addition, the Rwanda Mines, Petroleum, and Gas Board implemented a gender strategy to improve awareness about the role of women in mining and to boost capacity building. Governments should also encourage women’s participation in mining governance.

Leveraging partnerships

Safeguarding and empowering women is essential for upholding human rights and fostering inclusive sustainable growth. While ensuring peace and stability, African countries need to leverage partnerships to advance their development goals.

As countries move forward on critical-minerals deals, they must do so ensuring that there will be mutual economic gains from such agreements. For example, the DRC must leverage its potential mineral deal—in which the United States would provide security against the Rwanda-backed M23 rebel attacks in exchange for access to DRC’s critical minerals—for community development. While signing any deal, governments should foster multistakeholder partnerships with grassroots organizations that can help reach women miners and advance development goals in Africa’s booming mining sector, for an inclusive and equitable future for all.


Neeraja Kulkarni is a researcher, writer, and development practitioner with experience in decarbonization, community resilience, and international development. The views expressed in this article are her own.

The post Empower women miners now for a just future in Africa appeared first on Atlantic Council.

]]>
Marine energy: Harnessing the power of the Atlantic https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/marine-energy-harnessing-the-power-of-the-atlantic/ Tue, 10 Jun 2025 13:02:39 +0000 https://www.atlanticcouncil.org/?p=851588 In partnership with the Policy Center for the New South, the Atlantic Council’s Africa Center is launching a new series of publications and events dedicated to the power of the Atlantic ocean with an inaugural policy brief on energy and mineral potential.

The post Marine energy: Harnessing the power of the Atlantic appeared first on Atlantic Council.

]]>
Following a decade-long partnership, the Policy Center for the New South and the Atlantic Council have joined forces around a new program focused on the power of the Atlantic. This series of publications and webinars will focus both on opportunities and challenges around the basin.

This brief, the inaugural of the series, by William Yancey Brown highlights the vast energy and mineral potential of the Atlantic Ocean and how African nations bordering the basin can manage resources responsibly and fairly. It launches against a backdrop that includes World Ocean Day, the 2025 UN Ocean Conference, and the continuing work of the Group of Twenty (under South Africa’s presidency) within the Oceans 20 engagement group.

The Atlantic Ocean is of paramount importance to Africa. The African nations on the ocean’s shore represent 46 percent of the continent’s population, 55 percent of its gross domestic product, and 57 percent its trade. The blue economy is crucial for Africa as the continent’s economies see new changes brought upon by issues related to the maritime energy transition, the port revolution, maritime transport, fishing, and control over exclusive economic zones. African countries have accordingly developed frameworks, through the African Union, for action in the region and declared 2015-2025 the “Decade of Africa’s Seas and Oceans.”

Introduction

The world’s second-largest ocean—the Atlantic, bordering more than thirty nations—is rich with energy and minerals, as well as the marine life and human livelihoods that development impacts. The Atlantic has a well-established oil and gas industry and a rapidly growing offshore wind sector. In addition, nascent sources of energy and minerals exist at the water’s surface (tides, currents, and waves), just below in the temperature differences between ocean layers, and on the seafloor. There are windfarms and oil and gas infrastructure off the coasts of Europe and North America—but the challenge now is how to tap the African Atlantic’s energy potential responsibly and fairly.

Though renewables are the clear best route to reducing greenhouse gases, it can be expected that African nations will continue to develop their offshore oil and gas resources. At the same time, however, wind farming could usefully be tried in some areas along Africa’s Atlantic coast—and to expand the range of renewables available, venture capitalists should also look closely at the potential projects in the works to harness the energy of waves, currents, and the ocean’s thermal energy. Funders, international organizations, and African nations along the Atlantic have several policy options to explore the ocean’s resources in a sustainable way. On the question of mining critical minerals from the deep sea, however, much more research on the seabed environment—and availability of alternative terrestrial sources—is needed.

Nascent ocean energy and mineral resources

The Atlantic Ocean provides a place for energy production facilities that could be located on land or sea, in addition to energy sources derived from the ocean itself. These placements include the world’s first floating nuclear facility and solar power plants offshore of the Netherlands.1 So far, mainland Africa has neither of these, although a floating solar power plant is planned for the Seychelles.2 Ocean locations present a harsh environment for devices and accessibility, and environmental restoration is difficult if accidents occur. On the other hand, ocean placement offers space and distance from human settlements.

Tides and currents. Moving river water made up about 15 percent of global electricity generation in 2023.3Hydropower makes up more than half of electricity generated in the Democratic Republic of Congo, Brazil, and Norway.4 The Atlantic Ocean has its own standing currents and tidal flows, such as the Gulf Stream and the Atlantic Meridional Overturning Circulation, and powerful tides in locations on both coasts of the basin.

Small-scale generating facilities powered by non-tidal, standing ocean currents have been tested in locations including the Gulf Stream offshore of the United States and the Kuroshio Current offshore of Japan, but no commercial-scale facility is operating anywhere yet.5 The greatest potential for non-tidal current power in the African Atlantic is reportedly offshore of South Africa, or perhaps of Guinea-Bissau and Morocco.6

A 240-megawatt (MW) tidal power plant has operated on the Atlantic coast of France since 1966.7 Africa has some much smaller Atlantic tidal plants, but no commercial-scale tidal power generating facilities are operating there and prospects for tidal facilities offshore of Africa’s Atlantic coast are weak.8 Cost is a principal impediment. Environmental impacts are also a concern, but the same is true for well-developed hydropower on land. Despite tepid progress to date for tidal power, new projects are on the books in Europe.9

Waves. Waves offer great potential power for electricity on Atlantic coasts. Wave action on the US Atlantic coast could reportedly provide average power generation of about 18 gigawatts (GW).10 Wave and tidal current energy could potentially meet up to 20 percent of the United Kingdom’s current electricity demand.11 Atlantic Africa has energetic waves in the south offshore of South Africa and, to a lesser extent, Namibia. Senegal, Cabo Verde, and Morocco in the north also have high wave potential.12

Many wave energy test projects have been completed or proposed for the Atlantic in the United States, United Kingdom, and Europe.13 However, only one small wave energy facility offshore of northern Portugal currently provides electricity to the grid.14 Another small grid-linked project off a pier is set to begin operations in 2025 in Los Angeles.15 As for tides and currents, the challenge and cost of maintaining wave energy facilities remains an impediment to significant deployment.

Ocean thermal energy conversion. Tropical seas, including in the Atlantic, have surface waters much warmer than the deep sea. This difference allows devices to circulate water and power turbines through ocean thermal energy conversion (OTEC).16 “Open” versions of the technology can also desalinate seawater. OTEC could theoretically provide about 8 terawatts (TW) of power globally, more than the current global electricity demand.17 However, OTEC has a long history of experimentation without yet providing a commercial operating source of power to the grid.18 This might change with a small 1.5-MW project scheduled to be installed in 2025 offshore of São Tomé and Príncipe.19 There is also potential for floating OTEC along the west coast of continental Africa, with the highest potential reportedly from Guinea to Gabon.20

Methane hydrates. Methane hydrates are ice-like solids in which water traps methane. They occur on ocean continental margins, including offshore of the Americas and Africa, and hold vast amounts of carbon and energy.21 Combined with this promise is the peril of releasing methane from any mining, including through submarine landslides. Japan has taken a special interest in methane hydrates and has conducted experimental projects successfully extracting methane gas.22 No such projects have yet been undertaken in the Atlantic Ocean.

Developed ocean energy and mineral resources

Oil and gas. Under its Stated Policies Scenario (STEPS), the International Energy Agency (IEA) estimates that global oil supply will decrease about 7 percent by 2050 and natural gas production will increase by about 4 percent.23 Offshore production currently comprises roughly 30 percent of global oil supply and 28 percent of global natural gas production.24 Large historical Atlantic-linked sources include the Gulf of Mexico and the North Sea.

Rystad Energy estimates that, in Africa, about 3.5 million barrels of oil equivalent per day (boepd) of new deepwater oil and gas supply will be near final decision or under construction by 2035. Nigeria is the historic hub of West African offshore oil production and expects to raise production from 2 million barrels per day (bpd) to 3 million bpd with an anti-theft initiative.25 The Baleine Field offshore of Cote d’Ivoire and Namibia’s offshore Orange Basin recently began production, and exploration is under way or planned offshore of São Tomé & Principe, Liberia, and Sierra Leone, among other countries.26 Natural gas production began in January 2025 offshore of Senegal and Mauritania and is expected to produce around 2.3 million tons of liquified natural gas (LNG) annually for more than twenty years.27 Brazil’s state-owned oil company Petrobras predicts a ramping up of current offshore production to 3.2 million barrels per day (equivalent; including natural gas) in the next five years, with oil production centered on its “pre-salt” basins.28 Guyana’s Stabroek Block expects to produce 1.3 million bpd of oil by 2027 and holds an estimated 11.6 billion barrels of recoverable oil and significant natural gas.29

Wind energy. Offshore wind energy farms globally provided an estimated 75 GW installed operating capacity as of 2023, about 7.5 percent of the roughly 1,000 GW total installed global wind energy that year.30 Europe and the United Kingdom have historically led offshore wind development, but China is now leading deployment.31

Atlantic Ocean wind farms are currently operating offshore of the United Kingdom, Europe, and the northeastern and mid-Atlantic coast of the United States, with additional farms planned.32 Three commercial offshore wind farms are now operating in the United States, with other US Atlantic projects under construction.33 The US Atlantic projects are driven by coastal state governments that have established targets for renewable energy. However, supply chain issues and costs have led to the cancellation of some proposed projects. Development is also weighed down by the shift from the strong support of the Biden administration to adversity from the Trump administration.34

No wind farms are currently operating offshore of South America or Africa. Planning is under way but in early stages for Brazil, Morocco, and South Africa. Africa has good winds for turbines on the Atlantic coast in the south and northwest.35 Locations on either side of the Cape of Good Hope are being considered in South Africa, with a specific project proposed to the east in Richards Bay.36

Critical minerals in the Atlantic

Critical minerals are generally defined by national laws as minerals that are essential for important industries and vulnerable to supply chain disruption.37

Most critical minerals, including rare earths, are more scarce than rare in terms of the amounts present in geologic features found at many locations around the globe. However, their actual mining and production are constrained, with China producing most critical minerals and Africa a key place for mining. For example, 74 percent of the world’s cobalt is mined in the Democratic Republic of Congo (DRC), under conditions that are both unsafe and undependable.38 Dependable access to critical minerals without overreliance on China is a priority for many Western industries. The United States was a leader in the past but, despite such high interest in critical minerals, global prices for key metals and material fell by about 26 percent in 2023, including a 47-percent decline in cobalt and a 32-percent decline in lithium carbonate.39

Whether these minerals should be mined from the deep seabed beyond national jurisdiction, in addition to land mining, is hotly debated under international law (see below). Polymetallic nodules (PMNs) in the Clarion-Clipperton Zone in the Pacific Ocean, where these nodules are abundant, receive the most attention from industry, governments, and nongovernmental organizations. The International Seabed Authority (ISA) has designated Atlantic Ocean exploration areas for polymetallic sulfides (PMSs) along the mid-Atlantic Ridge and for cobalt-rich ferromanganese crusts (FMCs) in the South Atlantic.40 Little information is publicly available about potentially recoverable amounts and no exploitation has been authorized, but research on the biological communities that could be impacted raises great concerns for environmental impacts.41 The Trump administration stepped outside of the ISA in April 2025 with an executive order promoting seabed mining both on the high seas and the US continental shelf.42 Encouraged by the order, Canada’s The Metals Company has announced that it will apply for permission to mine high-seas PMNs under a US statute,43 despite protests from the ISA,44 and another company, California-based Impossible Metals, has applied to mine PMNs in the US territory of American Samoa.45 The Department of Interior announced on May 20 that it was launching the process for a lease sale there based on that application.46

The environmental framework

The ocean energy sources described above are primarily regulated by the nations to which they are adjacent, either because the resources are located in sedimentary geologic formations of the continental shelf (as in the case of oil) or because proximity to onshore populations facilitates construction and operations and lessens the cost of transmitting electricity (as in the case of wind). Critical mineral exploration and mining are primarily regulated on the continental shelves of nations under national laws and on the high seas by the ISA, which was established under the United Nations Convention on Law of the Sea (UNCLOS).47The United States also has a dated statute for high seas mining, applicable to anyone under US jurisdiction.48

National laws for ocean energy and mineral development vary, and this short paper cannot document their details. But consider US laws for reference. The facilities involved require authorization from the Bureau of Ocean Energy Management (BOEM) under the Outer Continental Shelf Lands Act (OCSLA).49 Authorization begins with leasing, followed by approval of development plans, with environmental review under the National Environmental Policy Act (NEPA).50 NEPA is a procedural statute without ultimate environmental standards. The approvals include conditions, most designed to mitigate environmental impacts, whose authorities come from other US environmental laws. A large offshore wind farm might have one hundred conditions. OCSLA includes standards to minimize environmental harm, but environmental review is given sharper teeth through the Endangered Species Act (ESA) and the Marine Mammal Protection Act (MMPA), which have firm impact tests.51 Noise is a significant concern, and is regulated as “harassment” under the ESA and MMPA. OCSLA also requires lessees to decommission facilities at their expense once a lease ends. All of these regulatory actions are subject to judicial review and many rulings have affected requirements. That said, oil, gas, and wind energy projects have gotten through the approval process and are operating in the United States.

European nations with Atlantic coasts (and the EU itself), South American nations, and some African nations have legal frameworks for environmental review with environmental assessment procedures akin to those of NEPA in the United States. Most lack hard stops such as the ESA and MMPA. Article 6(4) of the EU Habitat Directive approaches these stops, requiring that certain actions with negative environmental impacts can proceed only if carried out for “imperative reasons of overriding public interest” and with compensatory measures.52 The International Offshore Petroleum Environmental Regulators (IOPER) provides a venue for cooperation on oil and gas environmental regulation in the Atlantic and elsewhere but does not currently include any African nation agency.53

The ISA has issued final rules for deep seabed prospecting and exploration in the area beyond national jurisdiction and draft rules for exploitation.54 Both rules prohibit activities in the international area that would cause “serious harm” and define this to be any effect from activities on the marine environment that represents a “significant adverse change in the marine environment.” Both final and draft regulations also require a “precautionary approach.”55

Marine protected areas (MPAs) are another key environmental safeguard. Some have already been designated in the Atlantic in the exclusive economic zones (EEZs) of coastal nations.56 MPAs provide environmental protection that complements mitigation measures for activities in areas that are being developed.57

All of these environmental policies rest on the foundational need to address climate change. The Atlantic Ocean is an important sink for carbon dioxide through direct absorption and sequestration by sea life. It is also the object of impacts such as sea level rise, higher temperatures, acidification, and potential disruption of the major currents.

Policy recommendations

Each ocean energy and mineral resource described above sits within a framework of cost competitiveness, scale, required environmental protection, and governance stability.

Recommendation: Waves, currents, and OETC

Waves, currents, and OETC have potentially great scale. In theory, each could meet large shares of Atlantic Ocean coastal electricity demand. However, none of the three has gone viral, constrained by the costs and challenges of operations and maintenance. All three nevertheless warrant continued investment in projects and research.

  • Venture capital firms concerned with energy and relevant government agencies should consider funding new projects for wave, current, and OETC technologies, with a particular view for projects supplying power to island populations of Atlantic southern African nations.

Recommendation: Methane hydrates

Methane hydrates also have potentially great scale but are challenged by the risk of accidental releases in development, production of greenhouse gases, local environmental impacts, and the abundance of natural gas from alternative current sources.

  • Japan has led work investigating methane hydrates on its continental shelf. It should continue these efforts and seek collaborative research partnerships with other nations.

Recommendations: Oil and gas

Oil and gas production sits in a maelstrom of analysis and often angry commentary. Science allows no sound doubt that Earth’s surface is warming because of anthropogenic fossil fuel emissions. Furthermore, it is apparent that governmental policies to date have not solved the problem. Performance has taken a back seat to aspiration. Post-combustion technologies such as engineered or natural sequestration by biota, direct removal from the air, and atmospheric additives such as aerosols are only partial solutions.

Fair play is another consideration for oil and gas offshore of West Africa and Guyana. The economies of wealthier nations historically benefited from fossil fuels. Many less wealthy nations, including those in Africa, missed out and are seeking funding to address climate impacts. They do not want to be told not to develop their own offshore oil and gas resources—particularly as production continues in wealthy countries such as the United States, United Kingdom, and Norway—and wealthy nations are unlikely to provide funding anywhere near the levels developing nations request. African nations can be expected to move forward with developing their major Atlantic offshore reserves, as they are now doing in conjunction with major companies. Better use of fossil fuels, such as prevention of methane leakage and priority for natural gas over coal or oil for electricity will help address climate impacts. However, the single best available avenue for reducing greenhouse gas emissions appears to be replacing fossil fuels with renewable energy, including solar, wind, and nuclear facilities on land in addition to renewable ocean energy.

Potential conflict and corruption are also obvious challenges hitchhiking on the road to wealth from offshore oil and gas resources for West Africa and Guyana. Unless both can be dealt with effectively, fair play in wealth allocation will be a mirage. Where US companies are involved, it does not help that the current administration has said it would not enforce the US Foreign Corrupt Practices Act or consider the social cost of carbon in decision-making as previous administrations did.

Atlantic African nations should:

  • In cooperation with other agencies and institutions, prioritize renewable and nuclear energy development to mitigate climate change by replacing fossil fuels.
  • Include a quantified measure of the social cost of carbon in regulatory decision-making.
  • Maintain transparent and independently audited programs for government revenue collection and expenditure, including sovereign wealth funds, and explicitly require multinational firms subject to US jurisdiction to comply with the Foreign Corrupt Practices Act.
  • Work with other Atlantic nations to establish and maintain what could be known as a “Pan-Atlantic Blue Ring” of coastal, island, and marine conservation areas, building on existing conservation areas, with a dual purpose of climate reliance and biodiversity conservation for its own sake.

Recommendation: Offshore wind

Offshore wind is not a pipeline for sovereign wealth, but it can mitigate greenhouse gas emissions by replacing fossil fuels. It can be cost competitive with other energy sources in some locations and has scale—in the neighborhood of 1–2 GW capacity for larger projects in the United States. Its status going forward in the United States is uncertain given the critical stance of the current administration, preexisting complications in regulatory approvals, supply chain problems, and possible overenthusiasm on finances. Some US Atlantic projects are operating or close to that and are likely to provide planned electricity over the twenty-five- to thirty-year terms of their leases. Some other leases without approved project plans might ultimately culminate in operating projects. In the long term, offshore wind is an experiment with a reasonable probability of a good result. Nations other than the United States are more supportive, such as the EU nations and China. Atlantic coastal Africa has the wind needed in the south and northwest and could usefully try it out. Whether leases will be renewed at the end of their first life is a question. Investors have generally presumed they will be, but the answer will be informed by the costs of competing energy sources, including solar and nuclear facilities on land.

  • Atlantic African nations in the south and northwest with good winds should establish potential lease areas for wind farms through a public review process that examines needs for economic viability, full-scale review of environmental impacts, and deconflicting of impediments generally. Public auctions for leases should be held once potential lease areas are established, to confirm whether companies have an appetite for projects. If they do, projects should be advanced.

Recommendations: Critical minerals

Critical minerals are a proper priority for nations whose industries and national securities depend on them. The United States and others are concerned that China dominates production. However, addressing this calls for a scalpel, not a hammer. Each mineral has its own value, sources, potential replacements, recyclability, and location in the marketplace. The price for some, such as cobalt, has fallen in the past two years.58 Furthermore, the economics and environmental impact of deep seabed mining should be compared with mining on land. Terrestrial mining can decimate mining sites and areas along the roads to them. But the ecology of terrestrial areas can be reasonably well described and impacts from mining mitigated. Also, restoration after project completion is much easier where people can walk and breathe and vehicles can drive. Recent research indicates that even larger species in the deep sea are mostly not yet described.59 Furthermore, restoration is either conceptually impossible (if the material removed is habitat) or technically infeasible. Fundamentally, the environmental standard for mining under the high seas is to prevent serious harm. No experienced and objective environmental regulator could conclude that the standard is met by the technologies currently available.60

  • Before supporting approval of any deep sea critical mineral mining on the high seas or in their offshore national jurisdictions, Atlantic nations should advance research on the deep seabed environment, including species and ecology, and on the availability of terrestrial sources.

Additional recommendations: Artificial intelligence

Finally, many companies and researchers working on generative artificial intelligence (AI) believe that artificial general intelligence (AGI) that matches highly skilled human intelligence will be available in the next several years. Generative AI agents already exist that perform tasks as though they were humans, and they get better every day. Robots are also in the works. These advances in generative AI will touch everything in human society, including sustainable energy and mineral production in the Atlantic Ocean basin.61 AGI will likely be able to perform much analysis and procedure, improving the speed, and possibly the accuracy, of reviews. Despite model biases, generative AGI might offer the potential for less biased or corrupt decisions when it comes to selecting operators or siting energy projects.

Just as important, however, the people who now earn a living doing things related to sustainable energy and minerals will need help if AGI agents do the work in the future. The sooner these efforts start, the better.

  • The larger companies with leading generative AI models should continue to provide or initiate support for institutions in Atlantic Africa for training and access to the best models they are making available.62
  • Community leaders in African towns and villages likely to be affected by Atlantic energy and mineral development should form stakeholder teams to engage with developers. The teams should include at least one individual with access to a leading AI large language model (LLM) and experience in prompting it so that the model itself can participate in discussions about community benefit from development and potential harm to employment from AI.

Related content

In partnership with

Explore the program

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

1    The Akademik Lomonosov 70-MW nuclear facility provides electricity and heat to the town of Pevek in the Chukotka region of Russia. “Akademik Lomonosov Floating Nuclear Co-generation Plant,” Power Technology, May 24, 2021, https://www.power-technology.com/projects/akademik-lomonosov-nuclear-co-generation-russia. Oceans of Energy, a Dutch company, has established solar power plants in the North Sea offshore of the Netherlands beginning in 2019 in areas with high waves, and has big plans for expansion. “Home,” Oceans of Energy, last visited April 21, 2025, https://oceansofenergy.blue/.
2    The French energy company Qair announced in 2023 that it would build and operate a 5.8-MW floating solar plant in the Seychelles. “Qair Signs 5.8-MWp Floating Solar PPA in Seychelles,” Renewable Now, April 4, 2023, https://renewablesnow.com/news/qair-signs-5-8-mwp-floating-solar-ppa-in-seychelles-819459/.
3    “International: Electricity,” US Energy Information Administration, last visited April 21, 2025, https://www.eia.gov/international/data/world/electricity/electricity-generation.
4    “Congo-Kinshasa: Electricity,” US Energy Information Administration, last visited April 21, 2025, https://www.eia.gov/international/data/country/COD/electricity/electricity-generation; “Brazil: Electricity,” US Energy Information Administration, last visited April 21, 2025, https://www.eia.gov/international/analysis/country/BRA; “Norway: Electricity,” US Energy Information Administration, last visited April 21, 2025, https://www.eia.gov/international/data/country/NOR/electricity/electricity-generation.
5     “Hydrokinetic Clean Energy Harnessed from Florida’s Gulf Stream in Historic OceanBased Perpetual Energy Demo,” Business Wire, press release, May 28, 2020, https://www.businesswire.com/news/home/20200528005381/en/Hydrokinetic-Clean-Energy-Harnessed-From-Floridas-Gulf-Stream-In-Historic-OceanBased-Perpetual-Energy-Demo; Dodo Yasushi and Ochi Fumitoshi, “Demonstration Test of Ocean Current Turbine System for Reliability and Economic Performance Evaluation,” IHI, October 2023, https://www.ihi.co.jp/en/technology/techinfo/contents_no/__icsFiles/afieldfile/2023/10/31/Vol56No2_09.pdf.
6    “Assessing the Potential of Offshore Renewable Energy in Africa,” 36–40.
7    The Rance tidal power station was the world’s first large-scale tidal power plant. “La Rance Tidal Barrage,” Tethys, last visited April 21, 2025, https://tethys.pnnl.gov/project-sites/la-rance-tidal-barrage. The world’s largest tidal power station, with 254 MW installed capacity, is in South Korea. Eun Soo Park and Tai Sik Lee, “The Rebirth and Eco-Friendly Energy Production of an Artificial Lake: A Case Study on the Tidal Power in South Korea, Energy Reports 7 (2021), https://www.sciencedirect.com/science/article/pii/S2352484721004698#b19.
8    “Assessing the Potential of Offshore Renewable Energy in Africa,” 36–40.
9    For example, the European Union decided to invest 31.3 million euros in a new 5-MW installed capacity tidal power facility on the French Atlantic coast, which is expected to deliver 34 megawatt hours (MWh) of electricity to the French grid by 2028. Jijo Malayil, “World’s Most Powerful Underwater Tide-Riding Turbines to Power 15,000 Homes Annually,” Interesting Engineering, March 2025, https://interestingengineering.com/energy/underwater-tide-riding-turbines-project-funding-boost.
10    The Electric Power Research Institute (EPRI) estimates “total recoverable wave energy” of 160 terawatt hours per year (TWh/yr), which equates to average power generation of just above 18 gigawatts (GWs). “Mapping and Assessment of the United States Ocean Wave Resource,” Electric Power Research Institute, December 2011, https://www1.eere.energy.gov/water/pdfs/mappingandassessment.pdf#:~:text=For%20devices%20with%20a%20100-fold%20operating%20range,as%20follows:%20250%20TWh/yr%20for%20the%20West.
11    This means it could represent 30 to 50 gigawatts of (GW) installed capacity. “Wave and Tidal Energy: Part of the UK’s Energy Mix,” Government of the United Kingdom, January 22, 2013, https://www.gov.uk/guidance/wave-and-tidal-energy-part-of-the-uks-energy-mix?utm_source=chatgpt.com.
12    “Assessing the Potential of Offshore Renewable Energy in Africa,” 30–32.
13    This is accessible through a global database for wave energy projects named PRIMRE, which is kept by several of the US National Laboratories under the Department of Energy. “Marine Energy Projects,” PRIMRE, last visited April 21, 2025, https://openei.org/wiki/PRIMRE/Databases/Projects_Database/Projects.
14    The facility relies on four buoys that move with wave action. Amir Garanovic, “CorPower Ocean’s Wave Energy Device Starts Exporting Power to Portugal’s Grid,” Offshore Energy, October 13, 2023, https://www.offshore-energy.biz/corpower-oceans-wave-energy-device-starts-exporting-power-to-portugals-grid/.
15    “Port of LA Pilot Project,” Eco Wave Power, last visited April 21, 2025, https://www.ecowavepower.com/port-of-la.
16    For example, with a closed-cycle OTEC device, warm surface water is pumped through a contained working fluid with a low boiling point, like ammonia. The fluid evaporates and forms a pressurized vapor that drives a turbine connected to a generator and produces electricity. After passing through the turbine, the vapor moves to a condenser, where it’s cooled by the cold water pumped from the deep sea. The water condenses to a liquid and the cycle repeats.
17    “White Paper on OTEC,” Ocean Energy Systems, October 18, 2021, 8, https://www.ocean-energy-systems.org/publications/oes-position-papers/document/white-paper-on-otec/.
18    Ibid., 12.
19    Sonal Patel, “OTEC, a Long-Stalled Baseload Ocean Power Technology, Is Seeing a Swell,” Power, June 1, 2023, https://www.powermag.com/otec-a-long-stalled-baseload-ocean-power-technology-is-seeing-a-swell.
20    “Assessing the Potential of Offshore Renewable Energy in Africa,” 41–42.
21    Methane hydrates are estimated to contain from 100,000 to almost 300,000,000 trillion cubic feet (TCF) of natural gas (twice the amount of carbon contained in all fossil fuels on Earth, including coal), with energy value estimates from 60,000 exajoules (EJ) to 800,000 EJ. For context, the International Energy Agency estimated total global energy supply for 2023 to be 642 EJ, or from about 1 percent to 0.01 percent of the total energy thought to be contained in methane hydrates. “Natural Gas Hydrates—Vast Resource, Uncertain Future,” US Geological Survey, last visited April 21, 2025, https://pubs.usgs.gov/fs/fs021-01/fs021-01.pdf; “Climate Change 2007: Working Group III: Mitigation of Climate Change,” Intergovernmental Panel on Climate Change, 2007, https://archive.ipcc.ch/publications_and_data/ar4/wg3/en/ch4s4-3-1-2.html; “World Energy Outlook,” International Energy Agency, October 2024, 296, https://www.iea.org/reports/world-energy-outlook-2024.
22    “Methane Hydrate,” Japan Petroleum Exploration Company, Ltd., last visited April 21, 2025, https://www.japex.co.jp/en/technology/research/mh/.
23    World Energy Outlook 2024 evaluates two other scenarios: Announced Pledges Scenario (APS) and Net Zero Emissions by 2050 (NZE). Given current national policies concerning climate change, particularly those of the United States, the STEPS scenario appears, to the author, to be the most reasonable assumption of these three—and perhaps optimistic. Oil supply is expected to increase until 2030 and then settle to 93 mbd in 2050. “World Energy Outlook,” 137. For natural gas and STEPS, the IEA estimates that 2023 production was 4,218 billion cubic meters (bcm), will increase until 2030, and will then settle to 4,377 bcm in 2050. “World Energy Outlook,” 144.
24    “Offshore Production Nearly 30% of Global Crude Oil Output in 2015,” US Energy Information Administration, October 25, 2016, https://www.eia.gov/todayinenergy/detail.php?id=28492; “Distribution of Onshore and Offshore Crude Oil Production Worldwide from 2005 to 2025,” Statista, last visited April 21, 2025, https://www.statista.com/statistics/624138/distribution-of-crude-oil-production-worldwide-onshore-and-offshore/; “Production of Natural Gas Worldwide in 2022 with a Forecast for 2030 to 2050, by Project Location,” Statista, last visited April 21, 2025, https://www.statista.com/statistics/1365007/natural-gas-production-by-project-location-worldwide/.
25    Camillus Eboh, “Nigeria Steps Up Crackdown on Oil Theft as It Targets 3 million Bpd Production,” Reuters, December 31, 2024, https://www.reuters.com/business/energy/nigeria-steps-up-crackdown-oil-theft-it-targets-3-million-bpd-production-2024-12-31.
26    Pranav Joshi, “Africa’s Deepwater Boom: A Critical Source of New Energy Supply in the Decade to Come,” Rystad Energy, October 31, 2024, https://www.rystadenergy.com/insights/africa-s-deepwater-boom-a-critical-source-of-new-supply-in-the-decade-to-come.
27    BP and partners Greater Tortue Ahmeyim project this number based on a 2014 discovery of 120 trillion cubic feet of natural gas across the two countries. “BP Achieves First Gas at Major West Africa Offshore Project,” Maritime Executive, January 2, 2025, https://maritime-executive.com/article/bp-achieves-first-gas-at-major-west-africa-offshore-project.
28    Mariana Durao, “Petrobras Outlines Five-Year Plan to Exceed $100 Billion Spend on E&P Projects,” Bloomberg, November 18, 2024, https://worldoil.com/news/2024/11/18/petrobras-outlines-five-year-plan-to-exceed-100-billion-spend-on-e-p-projects/; Guilherme Estrella, “Pre-Salt Production Development in Brazil,” 20th World Petroleum Congress, May 2021, https://firstforum.org/wp-content/uploads/2021/05/Publication_00593.pdf.
29    “Guyana Project Overview,” ExxonMobil, last visited April 21, 2025, https://corporate.exxonmobil.com/locations/guyana/guyana-project-overview; “500 Million Barrels of Oil Produced from Guyana’s Stabroek Block,” ExxonMobil, last visited April 21, 2025, https://corporate.exxonmobil.com/locations/guyana/news-releases/11132024_500-million-barrels-of-oil-produced-from-guyanas-stabroek-block.
30    “Global Wind Report 2024,” Global Wind Energy Council, 2024, 14–15, https://26973329.fs1.hubspotusercontent-eu1.net/hubfs/26973329/2.%20Reports/Global%20Wind%20Report/GWR24.pdf.
31    China had installed capacity of about 38 GW as of 2023 and expects to add 65 percent of 19 GW additional new global installed capacity in 2025. Petra Manuel and Kartik Selvaraju, “Global Offshore Wind Poised for Landmark 19 GW of Additions in 2025,” Rystad Energy, March 3, 2025, https://www.rystadenergy.com/news/global-offshore-wind-landmark-19gw.
32    “4C Offshore,” TGS, last visited April 21, 2025, https://map.4coffshore.com/offshorewind/.
33    The three operating farms are the Block Island facility (in Rhode Island state waters), South Fork Wind, and Vineyard Wind (temporarily paused to fix blades after one broke). This includes the Coastal Virginia Offshore Wind (CVOW) project offshore of Virginia and the largest single wind farm in the works for the United States, with 2.6 GW installed capacity planned. “Delivering Wind Power,” Dominion Energy, last visited April 21, 2025, https://coastalvawind.com/about-offshore-wind/delivering-wind-power.aspx.
34    “Orsted Ceases Development of Ocean Wind 1 and Ocean Wind 2 and Takes Final Investment Decision on Revolution Wind,” Orsted, October 31, 2023, https://us.orsted.com/news-archive/2023/10/orsted-ceases-development-of-ocean-wind-1-and-ocean-wind-2; “Temporary Withdrawal of All Areas on the Outer Continental Shelf From Offshore Wind Leasing and Review of the Federal Government’s Leasing and Permitting Practices for Wind Projects,” Federal Register 90, 18 (2025), https://www.govinfo.gov/content/pkg/FR-2025-01-29/pdf/2025-01966.pdf.
35    “Assessing the Potential of Offshore Renewable Energy in Africa,” 44–45.
36    “Proposed Gagasi Offshore Floating Wind Farm Near Richards Bay, KwaZulu-Natal, South Africa,” Mybroadband, December 2024, https://mybroadband.co.za/news/wp-content/uploads/2024/12/Annexure-1-Gagasi-BID-2024.pdf.
37    The United States currently considers fifty minerals to be critical, forty-seven of which are chemical elements. “2022 Final List of Critical Minerals,” US Geological Survey, February 24, 2022, https://www.federalregister.gov/documents/2022/02/24/2022-04027/2022-final-list-of-critical-minerals. Sand, although not considered critical and relegated to a footnote in this short paper, is the principal non-energy mineral quarried offshore of Atlantic coasts. The US Bureau of Ocean Energy Management (BOEM), for example, is actively inventorying sand on the US continental shelf and, often in tandem with the US Army Corps of Engineers, identifying sand that is collected under requirements to minimize environmental impacts. The sand is conveyed to shore for beach replenishment or for island nature preserves. The amount is huge: since its sand program began in the mid-1990s, BOEM and partners have moved 193 million cubic yards of sand for restoring 481 miles of coastline in eight states. “5 Things to Know About the BOEM Marine Minerals Program,” BOEM, LinkedIn, November 16, 2023, https://www.linkedin.com/pulse/5-things-know-boem-marine-minerals-program-46brc/. Sand quarry programs elsewhere on Atlantic coasts are less institutionalized, although French Guyana in South America has inventoried offshore sand for potential harvesting. “Exploring the Potential for Sea Sand Resources on French Guiana’s Continental Shelf,” Bureau de Recherches Geologiques, September 8, 2024, https://www.brgm.fr/en/reference-completed-project/exploring-potential-sea-sand-resources-french-guiana-continental-shelf.
38    “Cobalt,” US Geological Survey, 2024, https://pubs.usgs.gov/periodicals/mcs2024/mcs2024-cobalt.pdf; “Democratic Republic of Congo: Government Must Deliver on Pledge to End Child Mining Labour by 2025,” Amnesty International, September 1, 2017, https://www.amnesty.org/en/latest/news/2017/09/democratic-republic-of-congo-government-must-deliver-on-pledge-to-end-child-mining-labour-by-2025/.
39    The California Mountain Pass mine produced most of the world’s rare earth elements between 1965 and 1995 before production declined, in part because of competition from China. The mine has been reopened, but special attention is needed to appreciate why the marketplace for it failed. Stephen B. Castor, “Rare Earth Deposits of North America,” Resource Geology, November 2, 2008, https://onlinelibrary.wiley.com/doi/10.1111/j.1751-3928.2008.00068.x; “2023 Key Highlights,” Energy Institute, last visited April 21, 2025, https://www.energyinst.org/statistical-review/insights-by-source.
40    “Minerals: Polymetallic Sulphides,” International Seabed Authority, last visited April 21, 2025, https://www.isa.org.jm/exploration-contracts/polymetallic-sulphides/; “Mid Atlantic Ridge,” International Seabed Authority, last visited April 21, 2025, https://www.isa.org.jm/maps/mid-atlantic-ridge/; “Minerals: Cobalt-Rich Ferromanganese Crusts,” International Seabed Authority, last visited April 21, 2025, https://www.isa.org.jm/exploration-contracts/cobalt-rich-ferromanganese-crusts/. The ISA has issued three fifteen-year contracts for Atlantic PMS exploration under the aegis of Russia, France, and Poland. One contract for ferromanganese crusts sponsored by Brazil was issued but was voluntarily terminated in 2022.
41    See, for example: Eva Paulis, “Shedding Light on Deep-Sea Biodiversity—A Highly Vulnerable Habitat in the Face of Anthropogenic Change,” Frontiers in Marine Science, 2021, https://www.frontiersin.org/journals/marine-science/articles/10.3389/fmars.2021.667048/full.
42    Unleashing America’s Offshore Critical Minerals and Resources. Executive Order 14285. April 24, 2025. 90 FR 17735. https://www.federalregister.gov/documents/2025/04/29/2025-07470/unleashing-americas-offshore-critical-minerals-and-resources.
43    “The Metals Company to Apply for Permits under Existing U.S. Mining Code for Deep-Sea Minerals in the High Seas in Second Quarter of 2025,” The Metals Company, March 27, 2025; https://investors.metals.co/news-releases/news-release-details/metals-company-apply-permits-under-existing-us-mining-code-deep
44    Eric Lipton, “Trump-Era Pivot on Seabed Mining Draws Global Rebuke,” New York Times, March 30, 2025. https://www.nytimes.com/2025/03/30/us/politics/trump-mining-metals-company.html.
45    “Impossible Metals Applies for Deep Sea Mining Lease in U.S. Federal Waters,” April 15, 2025. https://impossiblemetals.com/blog/impossible-metals-applies-for-deep-sea-mining-lease-in-u-s-federal-waters/
46    “Interior Launches Process for Potential Offshore Mineral Lease Sale Near American Samoa,” US Department of the Interior, May 20, 2025. https://www.doi.gov/pressreleases/interior-launches-process-potential-offshore-mineral-lease-sale-near-american-samoa.
47    “About ISA,” International Seabed Authority, last accessed April 21, 2025, https://www.isa.org.jm/about-isa/; “United Nations Convention on the Law of the Sea,” United Nations, December 10, 1982, https://www.un.org/Depts/los/convention_agreements/texts/unclos/UNCLOS-TOC.htm.
48    “30 U.S. Code §1401—Congressional Findings and Declaration of Purpose,” Legal Information Institute, Cornell Law School, last visited April 21, 2025, https://www.law.cornell.edu/uscode/text/30/1401.
49    “43 U.S. Code Chapter 29 Subchapter III—Outer Continental Shelf Lands,” Legal Information Institute, Cornell Law School, last visited April 21, 2025, https://www.law.cornell.edu/uscode/text/43/chapter-29/subchapter-III.
50    “National Environmental Policy Act of 1969,” GovInfo, 1969, https://www.govinfo.gov/content/pkg/COMPS-10352/pdf/COMPS-10352.pdf.
51    Federal agencies must avoid “jeopardizing” the survival of listed species or causing adverse impacts to “critical habitat” under Section 7 of the ESA, and actions of regulated persons can have only “negligible adverse impact” on any marine mammal under Section 101(a)(5) of the MMPA. “Endangered Species Act,” US Fish and Wildlife Service, last visited April 21, 2025, https://www.fws.gov/laws/endangered-species-act/section-7; “Marine Mammal Protection Act,” NOAA Fisheries, last visited April 21, 2025, https://www.fisheries.noaa.gov/national/marine-mammal-protection/marine-mammal-protection-act.
52    “Council Directive 92/43/EEC of 21 May 1992 on the Conservation of Natural Habitats and of Wild Fauna and Flora,” European Union, EUR-Lex, last visited April 21, 2025, https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:31992L0043.
53    “Member Country Contacts and Profiles,” International Offshore Petroleum Environmental Regulators, last visited April 21, 2025, https://www.ioper.org/member-profiles/.
54    The ISA prospecting and exploration rules define “serious harm” in: “Consolidated Regulations and Recommendations on Prospecting and Exploration,” International Seabed Authority, 2015, 4, https://www.isa.org.jm/wp-content/uploads/2022/11/en-rev-2015.pdf; “Draft Regulations on Exploitation of Mineral Resources in the Area,” International Seabed Authority, March 22, 2019, 117, https://www.isa.org.jm/wp-content/uploads/2022/06/isba_25_c_wp1-e_0.pdf. The ISA has developed an environmental management process, including environmental impact assessments (EIAs) to facilitate the identification, assessment, and mitigation of harmful effects of mining projects. But, like NEPA in the United States, the process is procedural and does not in itself answer the question: How much impact is too much?
55    “Report of the United Nations Conference on Environment and Development,” UN General Assembly, August 12, 1992, https://www.un.org/en/development/desa/population/migration/generalassembly/docs/globalcompact/A_CONF.151_26_Vol.I_Declaration.pdf; ISBA/25/C/WP.1 (2019) Part I. Regulation 2 (e)(ii). Page 10; ISBA/19/C/17 (2016). Regulation 31.2, page 20.
56    “Marine Protection Atlas,” Marine Conservation Institute, last visited April 21, 2025, https://mpatlas.org/countries/.
57    A new UNCLOS protocol, not yet in force, on the conservation and sustainable use of marine biological diversity of areas beyond national jurisdiction provides a mechanism for international cooperation on biodiversity conservation on the high seas. “Law of the Sea,” UN Treaty Collection, last visited April 21, 2025, Chapter XXI, https://treaties.un.org/pages/ViewDetails.aspx?src=TREATY&mtdsg_no=XXI-10&chapter=21&clang=_en.
58    One mine—Mountain Pass in California—was the world’s leading producer of certain critical elements before it closed for lack of profitability. It reopened recently with help from the US government, but those seeking more production of these minerals in the United States and elsewhere need to look at the mineral-specific situations in the face and understand why the marketplace led to Chinese dominance.
59    Muriel Rabone, et al., “How Many Metazoan Species Live in the World’s Largest Mineral Exploration Region?” Current Biology 33, 12 (2023), https://www.cell.com/current-biology/fulltext/S0960-9822(23)00534-1#fig3.
60    Neither would deep sea mining meet the similar environmental standards of the Deep Seabed Hard Mineral Resources Act (DSHMRA), which are applicable to high seas mining by any entities under US jurisdiction, or of OCSLA, which are applicable to anyone proposing to mine on the US outer continental shelf.
61    Dario Amodei, “Machines of Loving Grace,” DarioAmodei.com, October 2024, https://www.darioamodei.com/essay/machines-of-loving-grace.
62    These models include Gemini, Copilot, Chat GPT, Claude, Perplexity, Mistral, and DeepSeek, among others.

The post Marine energy: Harnessing the power of the Atlantic appeared first on Atlantic Council.

]]>
Keeping China at bay and critical minerals stocked: The case for US-Africa defense collaboration https://www.atlanticcouncil.org/in-depth-research-reports/report/keeping-china-at-bay-and-critical-minerals-stocked-the-case-for-us-africa-defense-collaboration/ Fri, 06 Jun 2025 15:02:47 +0000 https://www.atlanticcouncil.org/?p=845323 As Russia, China, and other authoritarian powers expand their global reach, US security is at stake. To stay competitive, the United States must turn to Africa—for both critical minerals and partnership in countering rising adversarial influence on the continent.

The post Keeping China at bay and critical minerals stocked: The case for US-Africa defense collaboration appeared first on Atlantic Council.

]]>

The United States is ill prepared to confront the challenges of an increasingly hostile global strategic environment. A coordinated coalition of adversarial states is working to dismantle the US-led global order, seeking to replace it with one defined by their ambitions and autocratic principles. At the forefront of this effort is China, which is rapidly accelerating its military capabilities and expanding its defense industrial base (DIB) to field sophisticated weapons systems designed to deter the United States globally and secure its goal of national rejuvenation. Aligned with China are Russia, Iran, and North Korea—forming an increasingly unified axis of authoritarians steadily advancing toward this objective. Compounding these challenges are increasingly frayed traditional US security alliances, notably in Europe, that leave the United States further exposed.

The most effective strategy to contend with this evolving threat landscape is through robust preparedness—both immediate and long term. Against this background, US and allied attention has increasingly turned to Africa. Africa holds one-third of the world’s known mineral reserves, including 80 percent of platinum and chromium, 47 percent of cobalt, and 21 percent of graphite.

Of the fifty minerals identified as critical by the US Geological Survey (USGS), thirty-two are found in Africa. US policymakers have therefore begun to explore partnerships with African countries to secure these resources. Yet, despite several promising initiatives, the United States still lacks a coherent and comprehensive policy for engagement—particularly one that can compete with the entrenched influence of the axis of authoritarian states, notably Russia and China, in the continent’s mining industry.

By supporting African nations in the development of their domestic mineral processing capabilities, the United States could enable them to retain a greater share of their mineral wealth and build self-sufficiency in defense. Such efforts could also diminish China’s influence across the continent. For the United States, developing these capabilities could secure a reliable source of critical minerals.

This report begins to lay the groundwork for such an effort by:

  • Identifying the defense capabilities the United States should prioritize to remain competitive in the evolving global strategic environment and the critical minerals necessary to support them.
  • Charting Africa’s critical mineral resources relevant to US defense needs and assessing the shifting defense postures of African nations, particularly where the development of their weapons systems and security objectives aligns with US interests.
  • Underscoring the importance of US support for building Africa’s mineral processing infrastructure, while addressing the structural barriers that have hindered progress so far.
  • Advancing targeted recommendations for US policymakers to operationalize such efforts and redefine US-Africa relations for today’s global challenges.

View the full report

Related content

Explore the program

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post Keeping China at bay and critical minerals stocked: The case for US-Africa defense collaboration appeared first on Atlantic Council.

]]>
Can Gabon become a beacon of democratic entrenchment for West and Central Africa? https://www.atlanticcouncil.org/blogs/new-atlanticist/can-gabon-become-a-beacon-of-democratic-entrenchment-for-west-africa/ Wed, 04 Jun 2025 14:22:04 +0000 https://www.atlanticcouncil.org/?p=851023 Brice Oligui Nguema’s post-coup election as president of Gabon offers an opening for democratic reforms and greater prosperity.

The post Can Gabon become a beacon of democratic entrenchment for West and Central Africa? appeared first on Atlantic Council.

]]>
Among West and Central African countries that have experienced coups in recent years, Gabon offers a small sliver of hope.

In 2023, Brice Oligui Nguema, the former head of Gabon’s Republican Guard, took power in a bloodless coup. This coup was carried out just one day after aging President Ali Bongo was reelected in a contest that many within the country viewed as a fraudulent attempt by Bongo and his allies to perpetuate the nearly sixty-year political dynasty that began when his father took power in 1967.

While it would be easy to wrap this event in the same blanket as the many other West and Central African military coups between 2020 and 2024 that disrupted an unprecedented period of peaceful civilian rule across the region, Gabon’s situation is different in several ways.

The military coups and their aftermaths in Mali, Guinea, Burkina Faso, and Niger have followed a similar pattern: They all occurred in poor and unprosperous countries; they were all followed by some sort of in-fighting or conflict within interim governments (and a second coup in the case of Burkina Faso); and the elections promised in all four countries have yet to take place.

By contrast, Gabon enjoys a comparatively enhanced level of national wealth and societal prosperity. With a population of just 2.3 million people and vast reserves of oil, gold, and manganese, Gabon boasts the second-highest gross domestic product (GDP) per capita in continental Sub-Saharan Africa. It also has the third-highest prosperity score among the region’s countries in our Freedom and Prosperity Indexes, which measure prosperity levels across 164 countries by tracking income, health, inequality, environmental health, the treatment of minorities, and education. While Gabon suffers from a level of income inequality that rivals other countries in the region, on the whole, it is more prosperous than its West and Central African counterparts. Furthermore, while Gabon’s coup did give way to an interim military government, there was little to no post-coup conflict. And Gabon held democratic elections on April 12, 2025, that, while not without significant flaws, were nevertheless acclaimed by local, regional, and international observers as peaceful, lawful, and fair.

Gabon is more prosperous than its neighbors

Turning the page on the Bongo dynasty

In the weeks leading up the first election since the 2023 coup, Nguema’s picture could be seen plastered all over the capital city of Libreville. After serving as interim president for nineteen months, he was officially elected president on April 12, winning more than 90 percent of the vote. Both before and after the election, Nguema pledged to “restore dignity to the Gabonese people” and to root out the country’s corruption, which the legal subindex of our Freedom Index indicates is among the worst in Sub-Saharan Africa.

Despite these popular goals, the president has not been without his detractors. Such high vote shares are often indicative of corruption, and critics of Nguema note that he has long been a part of the corrupt political system he pledges to dismantle and that he broke his promise to relinquish power after deposing Bongo. In fact, Nguema is Bongo’s cousin and recently allowed Bongo and his wife to relocate to Angola despite them facing ongoing (but unspecified) corruption charges.

And although voter turnout was high and local observers were largely satisfied with the integrity of the election, Nguema’s most prominent opponent—former Prime Minister Alain Claude Bilie-By-Nze—accused Nguema of taking advantage of state resources to fund his campaign.

Furthermore, his interim government adopted a new constitution in 2024 that the Africa Center for Strategic Studies argues grants too much power to the executive and specifically favored Nguema. For example, the new constitution prevented a major political opponent from running in the election by banning candidates over seventy years of age. It also broke from past tradition by including a clause that allows military members to run in elections, extended the length of presidential terms to seven years, and eliminated the position of prime minister altogether. During Nguema’s time leading the interim government, he also suspended all political parties in a move that critics say gave him a distinct electoral advantage.

While Nguema was greeted with scenes of celebration after carrying out the 2023 coup and won an election victory indicative of overwhelming public support, it remains to be seen whether he is willing and able to instigate meaningful democratic reforms.

Yet, even if competition was restricted in this election, the very fact that it happened and that the Gabonese people were able to peacefully vote for someone other than a member of the Bongo family shows that there is an appetite for change and a willingness to engage in the most fundamental act of democracy.

In short, the years since the coup have provided both reason to believe that a more democratic future in Gabon is possible and reason to fear that Nguema is simply replacing the Bongo family’s form of autocracy with his own.

What the data tell us

The Freedom and Prosperity Indexes highlight a number of trends indicating that a country’s surest path to prosperity involves improving political and economic freedom, as well as the rule of law. Conversely, the data tell us that restricting freedom is a proven way to diminish societal well-being.

When a country experiences a freedom shock—meaning the one-year drop in its Freedom Index score is among the top 20 percent globally since 1995—its progress on prosperity tends to stall or even reverse as time goes on.

A country’s prosperity tends to stall or decline after experiencing a freedom shock

The drop in Gabon’s freedom score from 2022 to 2023 was among the most severe freedom shocks ever recorded—within the top 5 percent of one-year declines over the past thirty years. This decline was driven by a sharp dip in the country’s political freedom score, which was in turn driven by an even sharper fall in its elections score, which measures the extent to which political leaders are chosen in open, clean, and fair elections.

Gabon’s political freedom has declined sharply in recent years

Furthermore, out of the forty-six countries in Sub-Saharan Africa for which we have data, Gabon ranks thirtieth in the judicial independence and effectiveness indicator and thirty-eighth in the legislative constraints on the executive indicator.

Gabon’s judicial independence is below the regional average

Gabon’s executive has fewer legislative constraints than the regional average

It is important to recognize that these issues were fomented by the Bongo regime. However, the disempowered nature of the judiciary and legislature and the recent broad decline in political freedom show that Nguema must act quickly to reverse course before declines in freedom hinder Gabon’s long-term progress on prosperity. The country’s freedom score has changed very little in the time that Nguema has held power as interim president, with political freedom in further, albeit minimal, decline.

Despite Gabon’s impressive prosperity levels and per capita GDP in relation to its neighbors and to the broader Sub-Saharan Africa region, over one-third of the population currently lives in poverty. The Bongo family was known for gorging themselves on resource wealth while much of the population was left to suffer. Despite its high overall prosperity score, Gabon ranks in the bottom third of all Sub-Saharan African countries in the inequality component of the Prosperity Index. It has the fourth-highest unemployment rate in Sub-Saharan Africa, with over 20 percent of the total labor force—and 40 percent of young people—currently unemployed. If Nguema falls back on the autocratic habits of his predecessor and chooses personal wealth over the well-being of his country, any hope for democracy in Gabon that followed the 2023 coup will quickly die out.

The path to enduring freedom and prosperity

The data clearly show that establishing democracy as the political norm will help Gabon set itself apart from its neighbors and enhance national prosperity.

To create a strong and vibrant democracy, Nguema must first come to terms with the idea that his tenure as president is not indefinite. He must also commit himself to empowering core institutions of democracy such as the legislative branch and courts, and he must protect the societal freedoms that are fundamental to thriving democracies. This should include allowing political parties to exist and organize and lifting targeted age limits for presidential candidates.

By committing to competitive democracy and political freedom, Nguema can most effectively enhance prosperity and, in particular, reduce the inequality that has plagued Gabon for so long. It is too early to tell for sure whether Nguema has assumed the presidency with the intention of institutionalizing democracy and reducing inequality in Gabon or with the intention of ruling as an autocrat. What is certain is that the end of the Bongo regime—and the democratic impetus provided by the national election—provides Nguema with the opportunity to turn Gabon into the success story that West and Central Africa has been yearning for. For the good of the people who elected him, Nguema should do everything in his power to capitalize on it.


Will Mortenson is a program assistant at the Atlantic Council’s Freedom and Prosperity Center.

Correction: This article was updated on June 4, 2025, to reflect the fact that Gabon is located in Central Africa, not West Africa.

The post Can Gabon become a beacon of democratic entrenchment for West and Central Africa? appeared first on Atlantic Council.

]]>
Experts react: How Sidi Ould Tah will shape the African Development Bank https://www.atlanticcouncil.org/blogs/africasource/experts-react-how-sidi-ould-tah-will-shape-the-african-development-bank/ Tue, 03 Jun 2025 17:24:48 +0000 https://www.atlanticcouncil.org/?p=851076 The Bank's newly elected president ran on a platform that focused on mobilizing more capital and reforming financial systems. Our experts outline what that will look like in reality.

The post Experts react: How Sidi Ould Tah will shape the African Development Bank appeared first on Atlantic Council.

]]>
Last week, Sidi Ould Tah—a former Mauritanian economy minister and outgoing president of the Arab Bank for Economic Development in Africa—was elected president of the African Development Bank (AfDB), succeeding Nigeria’s Akinwumi Adesina. Tah, having won the contest with just over 76 percent of shareholder votes, will lead one of the world’s largest multilateral development banks amid global economic uncertainty and potential funding losses, including a potential $555-million cut from the United States. Tah ran on a platform that focused on mobilizing more capital, reforming financial systems, and formalizing the informal sector, among other issues. But what will this look like in reality? Below, experts from our Africa Center outline what to expect from Tah’s AfDB presidency.

Click to jump to an expert analysis:

Abdoul Salam Bello: A thirst for tangible impact

Rama Yade: A moment of opportunity for Africa

Frannie Léautier: A renewed sense of optimism

Tom Bonsundy-O’Bryan: Future-proofing the Bank

Emilie Bel: Remaking the donor base

Benjamin Mossberg: Yet, don’t discount the United States

Alexandria Maloney: An agility challenge

Didier Acouetey: A reflection of Africa’s biggest challenges

A sign of the thirst for tangible impact

Tah’s election, with 76 percent of the vote, signifies a pivotal moment for the institution and a reflection of evolving global development priorities. This robust mandate from shareholders acknowledges Tah’s multifaceted experience, which encompasses senior leadership roles in Mauritania’s public sector (including ministerial and advisory positions) and key functions within multilateral institutions focused on crisis management, financial restructuring, and resource generation for African development.

A critical factor in the shareholders’ decision was undoubtedly Tah’s leadership at the Arab Bank for Economic Development in Africa over the past ten years. His tenure saw the institution’s assets at least double and culminated in AA+/AAA credit ratings. This track record of financial acumen underscored a shareholder desire for clear, measurable outcomes and tangible impact in development initiatives, particularly within the context of reevaluating development financing models.

Achieving such outcomes will be essential as the AfDB looks to support the continent in addressing several critical challenges. These challenges include fostering substantial job creation (on a continent where the median age is about nineteen years), navigating an escalating debt burden, mitigating prevalent fragility, and securing crucial investments in sectors such as energy, agriculture, and infrastructure. The annual financing gap for Africa’s infrastructure needs is estimated at between $68 billion and $108 billion, which represents eight to ten times AfDB’s overall approvals from 2022 to 2023.

Finally, as Africa seeks to diminish its reliance on traditional aid and attract increased private investment, Tah is anticipated to catalyze more dynamic engagement with emerging economic partners actively seeking opportunities on the continent.

Abdoul Salam Bello is a nonresident senior fellow with the Africa Center


A moment of opportunity for Africa

The AfDB and its newly elected president will be under a great deal of scrutiny.

In Washington, much of the commentary will focus on the cut in US funding. In May, the Trump administration proposed cutting $555 million in funding for the AfDB, at a time when the AfDB is looking to replenish its African Development Fund with a $25-billion fundraising campaign.

However, the new AfDB president should consider the US decision an opportunity to rebuild the financial foundations of an organization that is less “African” than other development institutions. Unlike the Africa Finance Corporation or the African Export–Import Bank, the AfDB is not entirely controlled by Africans. The AfDB has eighty-one shareholders, including twenty-seven nonregional members, ranging from Norway to the United Arab Emirates. While most of the voting power remains in the hands of African regional members, nonregional members such as Japan (the largest non-African shareholder) and the United States have significant voting power and board representation.

Consequently, these nonregional members play a key role in AfDB’s development priorities. In the previous cycle, they controlled over 40 percent of the bank’s resources. Of the nonregional members, Germany, France, and the United States pledged the most funds during the previous funding cycle. However, the US withdrawal will affect Washington’s role. Reducing the Bank’s access to US financial markets will impact dollar dominance in Africa. Given that the infrastructure needs of Africans are estimated at $100 billion per year, it is easy to forecast that the AfDB will increase its cooperation with non-US markets, including Gulf countries such as Saudi Arabia.

Rama Yade is the senior director of the Africa Center


A renewed sense of optimism

As Tah’s campaign manager, I witnessed firsthand how his platform evolved—and how shareholders ultimately rallied behind him.

Tah brings over thirty-five years of experience in African and international finance. As president of the Arab Bank for Economic Development in Africa, he led a transformation and enhanced the institution’s lending capacity. Previously, Tah served as Mauritania’s minister of economic affairs and development, and before that, he was the country’s minister of economy and finance. In these roles, he implemented structural reforms and negotiated key agreements with development partners. His governance experience provides him with a comprehensive understanding of both the demand and supply sides of development finance.

Tah’s decisive victory reflects a desire among shareholders for a leader with a track record of institutional transformation and financial innovation. His election suggests a shift towards prioritizing capital mobilization (from both domestic and international sources), institutional reform to strengthen the agency and resilience of Africa’s financial systems, and inclusive growth. His victory also shows an acknowledgment of the importance of building infrastructure that not only meets development needs but also is resilient to climate change impacts.

With the US proposal to cut $555 million in funding for the AfDB, Tah is expected to enhance domestic resource mobilization and implement innovative financial instruments. He is also slated to strengthen partnerships and diversify funding sources, especially with emerging powers such as Turkey, the United Arab Emirates, Saudi Arabia, and others, to secure needed resources for the continent’s development agenda.

Tah’s election as president of the AfDB comes at a critical juncture for Africa. His experience, strategic vision, and commitment to inclusive and sustainable development position him to lead the AfDB in addressing the continent’s pressing challenges. And as he assumes office, there is a renewed sense of optimism and determination to accelerate Africa’s transformation.

Frannie Léautier is a nonresident fellow with the Atlantic Council’s Africa Center.


Future-proofing the Bank

Tah’s election reflects a clear shareholder pivot toward Gulf capital as traditional donors pull back. With the United States proposing to cut $555 million in funding, shareholders prioritized a candidate who could mobilize alternative funding. Tah’s track record (doubling the Arab Bank for Economic Development in Africa’s assets) and his experience (with which he can likely channel Gulf sovereign wealth into AfDB co-investment vehicles) proved decisive. His landslide win signals a strategic consensus among shareholders: Future-proofing the Bank means diversifying, moving away from Western donors. 

Tom Bonsundy-O’Bryan is a nonresident senior fellow at the Atlantic Council’s Africa Center and a 2023 Millennium fellow.


Remaking the donor base

Tah’s large victory should give him the momentum needed to tackle the huge challenges facing the AfDB. Among them, he will have to deal with the erosion of the traditional donor base, best exemplified by (but not limited to) the United States’ cuts to the US Agency for International Development. He will need to tap new donors and solicit more support from current donors—for example, Gulf states—as well as unlock the full potential of the private sector. Moreover, given Africa’s vulnerability to climate change, he will have to accelerate climate-change adaptation and mitigation measures and face tough choices regarding the African energy mix.

Emilie Bel is a nonresident senior fellow with the Africa Center


Yet, don’t discount the United States

While the United States may be losing interest in the AfDB, it is clear that other powers seeking greater influence in African countries and institutions were paying close attention to this contest. The race became bitter, as countries (both African ones and other shareholders) backed different candidates. But the attention was warranted; these are difficult times for the Bank, given the challenges it faces, from climate to trade to declining donor support.

With the United States—one of the largest contributors to the AfDB—proposing to cut $555 million in contributions, voting members smartly sought a solution to help the AfDB look beyond traditional Western donors. By selecting Tah, the outgoing president of the Arab Bank for Economic Development in Africa, AfDB will be well-positioned to seek contributions from Arab League members.

Yet, under Tah, AfDB leadership should not discount the United States; it should continue to court Washington. It can do so by ensuring that projects and investments funded by US contributions are prioritized appropriately. Toward that aim, Tah should deploy a more robust communication strategy with the goal of clearly articulating to a skeptical US domestic audience how US investments in the AfDB benefit Americans.

Benjamin Mossberg is the deputy director of the Africa Center


An agility challenge

Tah’s victory signals continuity in some respects, but it is also a sign of potential recalibration ahead for the AfDB. While his platform emphasizes reform and modernization, the true test will lie in how he navigates entrenched institutional dynamics and mounting pressure for measurable outcomes. Tah has inherited a Bank at a crossroads and is tasked with addressing climate finance, youth unemployment, and shifting geopolitical alignments, especially amid intensifying competition among global powers, including the United States, China, and Gulf states. His legacy will be defined by his ability to sustain trust among member states while steering the Bank toward greater agility and impact in a rapidly changing development landscape.

Alexandria Maloney is a nonresident senior fellow with the Africa Center, president of Black Professionals in International Affairs, and a visiting lecturer at Cornell University


A reflection of Africa’s biggest challenges

Tah’s decisive election comes at a pivotal moment for Africa. In a shifting global landscape marked by geopolitical realignment and the decline of traditional development aid, his election reflects a growing and urgent concern about accelerating Africa’s transformation and unlocking youth employment. It also underscores the need to mobilize African domestic resources and to harness the continent’s demographic growth as a powerful development dividend—rather than a burden. Tah’s vision is both bold and Africa-centered; but the delivery of that vision will depend on his ability to strike strategic partnerships.

Didier Acouetey is a nonresident senior fellow with the Africa Center and president and founder of the AfricSearch Group

The post Experts react: How Sidi Ould Tah will shape the African Development Bank appeared first on Atlantic Council.

]]>
Beyond the gridlock: The case for Tunisia-Israel normalization https://www.atlanticcouncil.org/blogs/menasource/israel-tunisia-normalization/ Tue, 03 Jun 2025 16:28:44 +0000 https://www.atlanticcouncil.org/?p=851130 The potential for normalization may seem farfetched, but there are many strategic benefits for Tunisia and Israel beyond what meets the eye.

The post Beyond the gridlock: The case for Tunisia-Israel normalization appeared first on Atlantic Council.

]]>
Tunisian President Kais Saied has made no secret of his staunch opposition to the landmark Abraham Accords and Israel’s normalizing ties with its Muslim-majority neighbors. At times, he has even veered into outwardly anti-Semitic remarks to address his disdain for the Jewish State.

Yet despite Saied’s apparent opposition to joining the Abraham Accords, his decision in November 2023 to halt the Tunisian parliament’s controversial bill criminalizing normalizing ties with Israel provided a glimpse into the president’s cost-benefit analysis over measures that could alienate the West completely. It signaled an opening, even if a very narrow one, that the possibility of Tunisian—Israel rapprochement might not be as far-fetched as experts predict, and that even a rogue actor like Saied sees the benefits in joining a Westernized coalition during times of war.  Yet in the long run, especially after the war in Gaza, Tunisia’s historical openness to the West might present an opportunity to advance normalization between the two countries.

Stubborn challenges: Israel and Tunisia’s rocky relations

Israel and Tunisia do not currently maintain any kind of formal relations, but this has not always been the case.

Beginning in the 1950s, under former Tunisian President Habib Bourguiba, limited ties developed between the two countries. These included informal connections and meetings between politicians from both sides, initiated by diplomats from each country. The relationship served mutual interests—Israel sought recognition from an Arab state, while Tunisia aimed to secure support for its development, particularly in sectors such as agriculture and tourism. Consequently, in the nineties, Tunisia and Israel established low-level diplomatic relations (culminating in the opening of “interest sections” in each other’s countries, serving as de facto embassies), making the relations between the countries formal.  

However, the Palestinian issue has long been a central element of Tunisia’s foreign policy, causing attrition between Israeli and Tunisian diplomatic relations. Tunis has long expressed solidarity with the Palestinian people and their struggle for self-determination and has historically defended the two-state solution. More importantly, Tunisia hosted the Palestinian Liberation Organization (PLO) headquarters from 1982 to 1993 after Yasser Arafat was forced to flee Beirut, Lebanon, then under siege by the Israelis during the first Israel-Lebanon War. Tunis hosted the PLO headquarters until the Oslo Accords, when it relocated to Gaza and the West Bank.  

This period helped cement closeness between Tunisians to the Palestinian cause, a sentiment further solidified by Israel’s deadly aerial attack on Hammam Chot on the PLO headquarters in 1985, killing a number of civilians and causing further resentment among Tunisians. Tunisians never forgave Israel for what they perceived to be an illegal incursion on their territory.

In 2000, with the outbreak of the Second Intifada in Israel and Palestine, relations between Israel and Tunisia entered a period of further crisis, leading to the suspension of official ties. While the relationship had deteriorated significantly already, the outbreak of violence between Israelis and Palestinians rendered diplomatic efforts virtually impossible.

A continuation of the deteriorating relations underpinned the decades that followed. During Tunisia’s Jasmine revolution, Israel remained on the fence about improving ties with the new political forces, fearing the rise of an anti-Israel posture. Meanwhile, the Tunisians passed a new Constitution in 2014, underscoring its commitment to the Palestinian cause, and open letters signed by academics and researchers calling for criminalizing ties with Israel circulated among political forces.

SIGN UP FOR THIS WEEK IN THE MIDEAST NEWSLETTER

Under Saied’s current rule, these tensions have escalated significantly, including when he rejected Israel’s 1948 borders and called for the “full liberation of Palestine,” while avoiding any overt condemnation of Hamas after its October 7, 2023, attacks on Israel. On some occasions, Saied adopted an overtly antisemitic posture, accusing “the Zionists” of plotting the deadly 2023 floods in  Libya that killed some four thousand people, a trope linked to the long-held antisemitic prejudice that Jews somehow control the world. His remarks sparked outrage across Israeli media.  

Tunisia’s foreign policy has recently shifted markedly into a more anti-Western stance, cozying up to Iran in the process.

In May 2024, Saied visited Tehran to pay respects to the late President Ebrahim Raisi, marking the first-ever visit of a Tunisian president to  Iran. That same month, rumors swirled in Italian and French news outlets of unusual air movements by Russian aircraft in the coastal city of Djerba, raising eyebrows at a potential Tunisia-Russian alignment. In August of the same year, Russian Foreign Minister Sergei Lavrov visited Tunis for the second time in over a year, pledging to help the country grapple with its wheat drought.

Why would Tunisia choose to normalize ties with Israel?

But there is even historical precedent to disrupt this trend.

Historically, Tunisia has tended to align more with the West than with the broader Arab world. However, its geographic location has made it essential to maintain strong relations with neighboring countries, particularly Algeria and Libya. While Tunisia has strategic interests in its ties with Algeria, especially in the areas of energy, trade, and finance, former Tunisian President Zine El Abidine Ben Ali sought to moderate the country’s financial connections to Arab countries and aimed to avoid the kind of reliance on crude oil revenues seen in other Arab states in the region.

Beyond the more apparent economic and trade incentives for Tunisia to normalize relations with Israel, Tunis could also gain from reigniting this closer alignment with the West, particularly as Iran and Russia, with whom it has recently signaled an openness to closer ties, face mounting setbacks that may force them to turn inward. Both Moscow and Tehran have faced major setbacks on the international stage. The former is dealing with the ongoing conflict in Ukraine and an exorbitant number of human losses, and the latter is temporarily retreating after receiving a significant blow from Israel during the ongoing regional war between Israel and Iranian proxies. Tunisia is far from being a strategic priority for either power, and these setbacks should worry Tunisia, which might be left on its own to deal with an increasing migration threat from sub-Saharan Africa and an impending economic crisis.  

Another factor that might lead Tunisia to normalize ties with Israel is the potential for hedging between regional powers. Tunisia is particularly susceptible to external influences from countries with greater international stature, particularly when looking at its ongoing relationship with Algeria. Algeria, for its part, has steadily been courting Tunisia by supporting Tunis economically and politically, including a 2022 grant worth 200 million dollars from President Abdelmadjid Tebboune to help with the country’s struggling economy, and offering leniency and cheaper prices on electricity and gas from the Transmed pipeline. Tunisia, grappling with high public debt and stagnant growth, and with the economy desperately reeling since the Covid-19 pandemic, has had little choice other than to accept Algeria’s offerings. Algeria’s rationale for influencing Tunisia stems from a need to counter perceived external Western interference—exacerbated by the signing of the Abraham Accords between its regional rival Morocco and Israel—which has heightened its sense of isolation and vulnerability.

Normalizing ties with Israel could allow Tunisia to hedge between regional powers to avoid full alignment with Algeria and maximize its personal gains. It would reduce Tunis’ risk of overdependence on Algeria, and limit the risk of collateral damage should the relationship sour and challenges emerge for Algeria itself.

Israel’s interest

Normalization between Israel and Tunisia could offer Israel several potential advantages. These include contributing to regional stability and peace, expanding international recognition and support, and possibly encouraging other countries to engage more openly with Israel. Additionally, normalization could pave the way for stronger ties in trade, tourism, and investments, especially in the field of agriculture and irrigation. It would also promote Israeli legitimacy in the region, reducing international efforts to isolate it, increasing its international standing, and opening new business opportunities in Arab markets.

From a strategic perspective, improved relations with Tunisia might also help limit Tunisia’s cooperation with countries hostile to Israel, such as Algeria, Libya, and Iran. It could even reduce the potential for renewed activity by terrorist groups operating in or from the region.

That said, many of these benefits are not unique to Tunisia—they reflect the broader advantages Israel could gain from normalizing relations with any additional Arab country.

Threats and pathways to improvement

On the other hand, normalizing with Israel poses a severe threat to Tunisia, which Saied may not be apt to overlook. Firstly, it will inevitably fracture its relationship with Algeria, alienating Tunis’ primary economic backer. Algeria has had no qualms in stressing its disdain for the Abraham Accords, recently reiterating its historic backing of a full Palestinian state, the support of which is enshrined in its constitution. Algeria would certainly take it personally and would do everything in its power to retaliate, including rescinding its economic partnership, nullifying diplomatic ties, and reinstating tighter controls on late payments.

Secondly, Saied will face severe internal backlash. Tunisians have been at the forefront of pro-Palestinian demonstrations, the likes of which the country has not witnessed since the 2011 revolution. In a time when Saied is tightening control over the country, he still understands the importance of maintaining public support, and normalizing ties with Israel may pit the population against him, lessening his power and legitimacy.  

While Israel perceives normalization with Tunisia as naturally beneficial, the same cannot be said in reverse, and normalization between the two does not seem feasible as long as the war in Gaza continues.

If the West wished to see normalization between these two countries prevail, it would have to provide Tunis with significant concessions. These could take the form of economic support through International Monetary Fund (IMF) loans with fewer austerity measures, or simple economic bailout packages with few strings attached.

However, such a decision carries significant risks, namely the potential erosion of the IMF’s credibility and legitimacy on the international stage. Additionally, the West, particularly the United States, can seek to leverage its ongoing military partnership with Tunisia to retain strategic influence.  This could involve conditioning Tunisian aid to agreements such as the obligation to maintain secrecy over military knowledge and capabilities, especially when dealing with enemies such as Iran. This could restrict Tunisia’s movement while placing greater value on Washington’s ongoing support.

Normalization between Arab countries and Israel is still a top foreign policy agenda for US President Donald Trump’s administration. While Israel’s war rages on in Gaza, Trump has made no secret of his wish to see Saudi Arabia join the Abraham Accords, a feat which will undoubtedly help him reach his objective of becoming the peacemaker of the century.

While the potential for these two countries to normalize may seem farfetched, there are many strategic benefits for both that go beyond what meets the eye. Analysts may do well to keep an eye out for potential signs of rapprochement, as even small shifts may signal deeper political changes in the region.

Alissa Pavia is the Associate Director of the Atlantic Council’s North Africa Program.

Maayan Dagan is a visiting research fellow at the Atlantic Council’s Middle East Programs, from the Israeli military.

The views in this article are the authors’ own and do not necessarily reflect those of any other entity.

The post Beyond the gridlock: The case for Tunisia-Israel normalization appeared first on Atlantic Council.

]]>
How the United States can support Cameroon as it faces its next democratic test https://www.atlanticcouncil.org/blogs/africasource/how-the-united-states-can-support-cameroon-as-it-faces-its-next-democratic-test/ Fri, 30 May 2025 13:43:49 +0000 https://www.atlanticcouncil.org/?p=849222 The United States can act now to support democratic elections in Cameroon and help the country navigate what unfolds after the vote.

The post How the United States can support Cameroon as it faces its next democratic test appeared first on Atlantic Council.

]]>
Cameroon’s upcoming presidential election, slated for October 2025, is set to be a showdown of critical importance for the country. It can either break Cameroon’s pattern of disputed and unfair elections, opening the door to a democratic shift for the country, or entrench that pattern, fueling instability and leaving opportunities untapped.

Ahead of this pivotal moment, the United States can act now to support a democratic electoral process in Cameroon and help the country navigate what unfolds after the vote.

Cameroonian President Paul Biya, now ninety-two years old and having held power since 1982, is one of Africa’s longest-ruling leaders. Over the course of his decades in office, elections have been routinely marred by fraud allegations and repression. In the country’s first multiparty elections, held in 1992, Biya clung to power amid accusations of rigging, and opposition leader John Fru Ndi was placed under house arrest during ensuing protests. More recently, in the 2018 election, Biya was declared the winner and credited with 71 percent of the vote, but there were irregularities: Turnout in the conflict-torn Anglophone regions was barely 10 percent. Protests over the result led to mass arrests of opposition supporters. Despite concerns about his age and health, Biya is expected to run again, presenting himself as the guarantor of stability. However, public clamoring for change has grown loud: Catholic bishops have urged Biya to step aside, and even a pro-government newspaper opined that the long-time leader “deserves a rest” in favor of new leadership.

Biya’s ruling Cameroon People’s Democratic Movement (CPDM) and its allies are closing ranks to preserve power. Throughout 2024, several CPDM elites and patronage partners have pressed Biya to seek another term, touting his experience and warning that the country could suffer instability if he steps down. They are again mobilizing a broad coalition of smaller parties to back Biya, as in past elections. Meanwhile, intense behind-the-scenes jockeying is underway over who might succeed the aging president in a post-Biya scenario. Various power brokers have been floated as successors. Talk about one such name, Biya’s son Franck, has raised fears of an undemocratic dynastic transition. The uncertainty around succession is a significant risk factor, a ticking time bomb that could trigger factional infighting if not managed transparently.

The opposition sees 2025 as a rare chance to finally end decades of one-person rule. Over thirty opposition parties have allied to unify behind a single candidate, Maurice Kamto, aiming to overcome Cameroon’s one-round, first-past-the-post system that has historically favored the incumbent. Kamto—a former minister who insists he won the 2018 election—is campaigning on anti-corruption and reform, tapping into public yearning for change. Yet the regime has moved aggressively to undercut this challenge. Early this year, authorities banned two opposition coalitions, calling them “illegal” and “clandestine” associations, driving Kamto’s alliance underground. Legal obstacles are piling up: Election law requires a candidate’s party to hold parliamentary seats, but the Cameroon Renaissance Movement (MRC), Kamto’s party, has none after it encouraged Cameroonians to boycott a flawed 2020 legislative vote. In a brazen step, the CPDM-dominated government postponed the next legislative elections to 2026, denying the opposition any chance to gain seats before the presidential race.

Meanwhile, harassment of those who dissent continues unabated—activists and journalists are detained on spurious charges, peaceful protests are barred, and media outlets critical of the regime are silenced. These tactics cast doubt on whether the 2025 polls will be free or fair, absent significant pressure for a level playing field. Nevertheless, civil society and youth activists have been mobilizing: In 2024, they led mass voter registration drives to encourage turnout, signaling a grassroots appetite for change despite the odds.

The stakes extend beyond who wins. They encompass Cameroon’s stability, economy, and regional security. A flawed election could inflame simmering conflicts and public frustrations. The Anglophone Crisis in the country’s Northwest and Southwest regions has already killed over six thousand people and displaced nearly 700,000 internally, with around 100,000 more fleeing to Nigeria as refugees. Separatist militants reject the upcoming election and have violently enforced boycotts in those regions before, leaving a significant portion of the population disenfranchised.

Elsewhere, a contested outcome or a result marred by repression could spark unrest among a young population increasingly fed up with corruption and lack of opportunity. Ethno-regional tensions might also flare if a perceived power grab fuels resentment among communities who feel excluded. By contrast, a credible election and peaceful outcome would give the next government a mandate to address these crises, from pursuing a political solution to the Anglophone conflict to focusing the military on the Boko Haram insurgency in the Far North region. Cameroon is richly endowed with oil, timber, and fertile land, but its economic potential has been blunted by graft and mismanagement. Decades of kleptocratic governance have left over half the population impoverished. Another seven years of business-as-usual would likely deepen economic malaise and alienation, whereas a new commitment among leadership to reform could attract investment and better harness Cameroon’s resources for development.

International actors are watching closely, as Cameroon’s trajectory will impact Central African stability. France—Cameroon’s former colonial ruler—has backed Biya in the past, though French officials now avoid openly taking sides. The United States and European Union (EU) regularly urge fair elections and respect for human rights (the United States, for example, cut some military aid due to abuses in Anglophone regions). Still, their security cooperation interests temper Western leverage.

Meanwhile, other external players are exploiting the situation: Russian-linked media in Cameroon spread anti-Western narratives to bolster Biya’s regime. Regional governments, many led by entrenched leaders, generally prefer Biya to stay in power and are unlikely to press for change, prioritizing stability over democracy.

Ultimately, Cameroon’s future will be decided at home. A genuinely free and fair election would bolster Cameroon’s international standing and unlock greater foreign support, whereas a blatantly rigged vote may isolate the regime and sow internal turmoil.

Cameroon’s vote is about more than the country’s democratic future: As one analysis noted, it is part of a broader test of whether Africa’s elections will uphold democratic norms or contribute to a slide backward. Here is how the United States can help support democracy in Cameroon during this pivotal election year:

  • Use diplomacy to promote a free and fair election: The United States should convince Cameroonian leaders, both publicly and privately, to uphold democratic norms in the 2025 vote. Diplomatic engagement should emphasize that opposition candidates must be allowed to compete freely, international observers should be admitted, and security forces must refrain from violence. Coordinating these messages with allies (France, the EU, and the African Union) will increase impact and help deter electoral misconduct.
  • Leverage aid and security ties: Washington should tie aspects of its assistance to Cameroon’s electoral conduct and respect for human rights. The prospect of continued military aid and business engagement can be made conditional on the regime permitting a transparent election and avoiding crackdowns. Conversely, a blatantly fraudulent or violent process should prompt targeted consequences (such as visa bans or aid suspensions). By calibrating incentives and penalties, the United States can encourage accountability without undermining vital counterterrorism cooperation.
  • Support election monitoring and civic engagement: To reduce the risk of fraud or unrest, the United States should back robust election-observation and civil-society initiatives. This includes supporting credible international and domestic observers and assisting local groups in voter education and parallel vote tabulation. Such efforts—coordinated with other partners—will bolster public confidence in the process, deter manipulation, and empower Cameroonians to defend their votes peacefully.
  • Plan for post-election stability and reforms: The United States should prepare to help Cameroon navigate the vote’s aftermath. If the election results are disputed or violence looms, Washington (with African partners and United Nations agencies) can offer to facilitate dialogue or mediation to prevent escalation. In any outcome, the United States should encourage the winning candidate to pursue inclusive reforms—for example, an inclusive national dialogue to address the Anglophone Crisis and to introduce tangible anticorruption measures. Targeted US support (diplomatic partnership, technical aid, and peacebuilding programs) can be leveraged to help achieve these steps, reinforcing that long-term US partnership will deepen if Cameroon advances stability, inclusivity, and good governance.

Jude Mutah is a policy expert and practitioner in democracy support, peacebuilding, and governance, with over a decade of experience across Africa. He holds a Doctorate in Public Administration from the School of Public and International Affairs at the University of Baltimore.

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post How the United States can support Cameroon as it faces its next democratic test appeared first on Atlantic Council.

]]>
Beyond critical minerals: Capitalizing on the DRC’s vast opportunities https://www.atlanticcouncil.org/in-depth-research-reports/report/beyond-critical-minerals-capitalizing-on-the-drcs-vast-opportunities/ Fri, 23 May 2025 15:27:29 +0000 https://www.atlanticcouncil.org/?p=841297 As major powers contend for access to Kinshasa’s mineral wealth and Washington seeks to broker a peace deal with Rwanda, the DRC and its partners have a chance to aim high, and channel the country’s resource wealth into good governance, infrastructure, and more.

The post Beyond critical minerals: Capitalizing on the DRC’s vast opportunities appeared first on Atlantic Council.

]]>

As the race for access to critical minerals accelerates—with US President Donald Trump declaring the minerals that power new technologies essential to US national security, and China flexing its control of mineral supply chains with export bans—the mineral-rich Democratic Republic of the Congo (DRC) is in the spotlight. But that light reveals a complicated picture: As major powers and neighboring states contend for access to the country’s tin, cobalt, and copper, the Rwandan-backed M23 paramilitary has seized control of large swaths of eastern Congo, and the specter of full-scale war looms. The DRC signed a minerals-for-infrastructure deal with China in 2007, and now a minerals-for-security or minerals-for-peace deal with the United States is in the offing. 

The DRC has a chance to break the so-called “resource curse” and use its mineral wealth to build the roads, power grids, health infrastructure, and more that will sustain a democratic, economically growing country in the years ahead. Other countries and investors have a chance to live up to their commitments to responsible sourcing of natural resources, and in so doing support good governance and regional peace. The alternative is a continuation of the bad patterns of the past, with the real risk of a new outbreak of violence along the same fault lines that produced the deadliest conflict since World War II.

We asked six experts how the DRC—and its global partners—can take this transformative path. Read on for analyses of the country’s business environment, the industrial potential of its critical minerals and other promising sectors, and peace and security throughout the country.


The business case for peace and democracy in the DRC is strong

Dave Peterson is the former senior director of the Africa Program of the National Endowment for Democracy.

The Rwandan-backed rebel militia M23 has seized control of most of eastern Democratic Republic of the Congo (DRC) while the national army (known by its French acronym, FARDC) and international peacekeepers retreat. At least seven thousand civilians have been killed and thousands more raped. Two million displaced persons and refugees are fleeing for safety, joining some five million already displaced. The US embassy in Kinshasa has been attacked by angry mobs—and both strategic interests and American values are at stake.

The DRC is rich. With 111 million inhabitants in a geographical area the size of Europe, the country is blessed (or cursed) by $24 trillion in mineral resources such as copper, cobalt, lithium, gold, and diamonds, much of it crucial to the world’s transition to electric power, half of it exported to China, and much of it now controlled by Chinese investors. Congo has the world’s largest tropical forests after the Amazon and a vast river network that could power half the African continent; it also has enormous agricultural potential, gas, and oil.

And the DRC is where the greatest slaughter of human beings since World War II occurred just thirty years ago, even as atrocities continue to be reported daily in the country’s east. In addition to M23, more than a hundred militia groups terrorize the population. Rampant corruption sucks billions of dollars from the economy every year, and poverty, unemployment, illiteracy, and disease statistics place the DRC near the bottom of global rankings.

The Congolese people have begged for change. Democratic elections held on December 20, 2023, were won by the incumbent, Felix Tshisekedi. Although flawed in many respects, credible domestic observation groups, supported by the National Endowment for Democracy (NED) and others, concluded they reflected the will of the people. The elections were reasonably competitive and peaceful, a notable achievement compared to Congo’s nine neighbors, many among the most autocratic countries in the world. The elections raised the level of political discourse and further cultivated Congo’s democratic practice. Congo’s press is relatively free, so citizens can debate, organize, and criticize their government. The nation’s civil society is extensive, active, and skilled—advocating, educating, and mobilizing citizens on a host of issues.

Yet after another year in power, the second Tshisekedi administration has failed to resolve the conflict in the east, address rampant corruption, or improve governance. The human rights record is not reassuring, as NED’s Congolese partners and others have documented. More than one hundred kuluna, purportedly youth gang members ensnared by DRC’s notoriously corrupt justice system, were recently executed after the government reinstated the death penalty. Freedom of expression is also under pressure as activists, journalists, and whistleblowers are attacked and fear for their personal safety. Meanwhile, the president seems intent on tampering with the constitution to allow him to extend his term in office.

The mining companies, banks, and tech industry—aware of but loath to abandon the bloody supply chain they rely on—profit handsomely from Congo’s precious minerals. Although the conflict in the country’s east is about more than the trade in minerals, and international funders have spent hundreds of millions of dollars on the problem, the DRC’s best hope may be for foreign investors to mobilize pressure on the belligerents to make peace. The Belgian government has investigated Apple for tolerating human rights abuses in its supply chain originating in the DRC, and Apple has acknowledged the difficulty of identifying the sources of its suppliers. Because this is an issue for the entire industry, companies should find it advantageous, both in terms of public relations as well as in creating a conducive business environment, to be more accountable for the stability and prosperity of the communities from which they derive their wealth.

The Trump administration is paying attention. Tenuous negotiations between representatives of the Congolese and Rwandan governments led by the administration’s special envoy Massad Boulos may be making progress. To buttress this, Congolese civil society should be included in the process, including appropriate NGOs, community groups, the church, labor, and business, as proved successful in the Inter-Congolese Dialogue two decades ago. The DRC’s democratic aspirations should be the United States’ comparative advantage. The United States made mistakes in Congo, then called Zaire, during the Cold War, to the detriment of its own reputation, and it would be a shame to return to that era of zero-sum geopolitical competition. Security, strength, and prosperity are interests every nation pursues, but the United States can do better. Many Congolese, including civil society and political leaders, still see the United States as a force for good and a beacon of hope for ideals such as freedom, peace, democracy, justice, and human rights. It is what makes America strong: It is what makes the United States friends and allies, accords America respect and admiration—to be seen as a world leader rather than just another player, a model rather than a pariah.

The US private sector should take the lead. A golden age cannot be built on the blood of innocents, a course that can only lead to more hatred and suffering and will ultimately fail. The international business community must unite in committing to resource extraction practices that abide by international standards of human rights and transparency, incentivize the rival governments and factions in the subregion to lay down their arms, and make it easier and more profitable for companies to do their work. The private sector can rally international public opinion and pave the way for stability and prosperity. The long-suffering Congolese people deserve it.


Congo’s war and the critical minerals scramble are inextricably intertwined

Mvemba Phezo Dizolele is a senior fellow and director of the Africa Program at the Center for Strategic and International Studies (CSIS) in Washington, DC.

For the past thirty years, the world has viewed the Democratic Republic of Congo (Congo) through a binary lens of conflict and the exploitation of natural and mineral resources. The conflict optics magnify the insecurity that has characterized life in the eastern provinces of North Kivu, South Kivu, and Ituri. The protracted conflict between Congo and Rwanda spawned the proliferation of militias, including the two iterations of the Rwanda-backed M23, which captured the Congolese cities of Goma and Bukavu on January 25, 2025, and February 16, 2025, respectively. The death toll is estimated at more than seven thousand since January 2025, with unofficial reports from the region suggesting a much higher number of victims.

With 7.8 million internally displaced people, Congo ranks alongside Syria and Sudan among countries with the largest displaced populations, according to the United Nations. Of the more than two million people who have been displaced since the 2022 resurgence of M23, one million were displaced in 2024. Sexual violence, disappearances, and other human rights abuses have increased in M23-occupied areas. These abuses will continue as the rebels expand their territorial control.

Coverage of the conflict has also emphasized the role of natural and mineral resources as drivers of the war. Congo’s resource endowment is valued at a staggering $24 trillion. Analyses of the war have focused on the looting and smuggling of minerals, and have pointed to Rwanda and Uganda as primary beneficiaries. The two countries have emerged as major exporters of minerals, such as gold and coltan, of which they have limited reserves.

Recently, heightened interest in Congo’s mineral resources has been driven, among other reasons, by the West’s determination to circumvent China and secure critical resources like cobalt, copper, and lithium. For instance, on February 18, 2024, the European Union (EU) signed a Memorandum of Understanding on Sustainable Raw Materials Value Chains with Rwanda. Even though the EU signed similar memoranda with Congo, Zambia, and Namibia, Rwanda’s case raised questions given the country’s troubled history with Congo concerning mineral resources. This history includes invading Congo, arming violent rebel groups, and smuggling minerals out of rebel-controlled territory.

The second element driving high-profile interest in the country’s mineral wealth is the Trump administration’s classification of critical minerals as vital to US national security. The pursuit of a US-Congo minerals-for-security deal underscores Washington’s increased interest in Congo’s mineral endowment. As the world waits to learn about the contours and substance of the contract and what the United States will offer Kinshasa, it’s worth taking stock of the current foreign investment landscape in the country.

China tops the list of major investors with important financial and technical commitments to Congo’s mining sector. Besides China, the other major players who have established significant footprints in the country include the EU and the United States.

China leads in the mining and infrastructure sectors

China’s investments in DRC focus on the mining sector, with major stakes in the cobalt and copper industries. The engagement stems from the 2008 Sicomines joint venture between Chinese companies (Sinohydro and China Railway Engineering Corporation) and the Congolese government. The venture is the foundation of the Congo-China cooperation. Originally valued at $9 billion, the deal is a minerals-for-infrastructure barter. After pushback from the World Bank, the International Monetary Fund, and Congolese civil society organizations, the deal was renegotiated to $6 billion in 2009. In exchange for mining rights, China has financed infrastructure projects, including roads and hospitals. In 2024, Chinese infrastructure investment commitments were valued at $7 billion. Today, China is the largest investor in the country.

United States seeks minerals for national security

Until the advent of the second Trump administration, the United States showed little interest in DRC minerals and focused on the humanitarian challenges of the country. Western companies that secured mining deals often sold their holdings to the Chinese. With every Western business divestment, the Chinese increased their stake in Congo’s mining sector. The new policy change has generated interest for greater US-Congo cooperation. This minerals-focused change is supported by a robust diplomatic engagement that seeks to broker peace between Congo and Rwanda. The administration’s stated objective is to stabilize Congo and create the right conditions for investments in mining and infrastructure.

The new US approach is yielding early results. On May 6, 2025, California-based KoBold Metals and Australia-based AVZ Minerals reached an agreement for the former to acquire AVZ Minerals’ interests in the Manono lithium deposit in Congo. Billionaires Bill Gates and Jeff Bezos back KoBold. The agreement will enable the company to invest over one billion dollars to develop the lithium project.

It is difficult to evaluate the level of current US investments in Congo. US pledges of multi-billion-dollar investments depend on the promises of peace accords between Rwanda and Congo and related bilateral mineral agreements.

European Union focuses on ethical approach to critical minerals

European countries’ approach in Congo focuses on ethical sourcing and sustainability, which also include traceability of minerals due to armed conflict. European development banks have funded projects that improve governance and reduce poverty. Some of these initiatives, however, have faced criticism. For instance, in light of the resurgence of M23, the February 18, 2024, memorandum the EU signed with Rwanda—“establishing close cooperation with Rwanda” on the sourcing of critical minerals—has raised questions about the EU’s commitment to ethical sourcing, given that Rwanda backs the violent M23 paramilitary group. Analysts of the Great Lakes region, diplomats, and members of the European Parliament have all questioned and challenged the intent and effect of the memorandum. Some see it as a driver of the re-emergence of the M23 and the current war between Congo and Rwanda.

Top European investors in Congo include France, the Netherlands, and Italy, who contributed a combined foreign direct investment stock of approximately $32.6 billion in 2022.

Comparative overview of investments

Country/RegionKey sectorsNotable investments
ChinaMining, infrastructureSicomines Joint Venture, $7 billion in infrastructure
United StatesMining, diplomacyKoBold Metals’ $1 billion in Manono project
European UnionMining, development€424 million grants to the partnership with the DRC (2021-24)

As the scramble for critical minerals enters a new phase with increased US interest in Congo, the country needs effective governance and transparent policies to ensure that foreign investments contribute to sustainable development and economic growth.


Critical minerals won’t transform lives in the DRC—a radical shift in security and economic governance will

Rabah Arezki is a distinguished fellow at the Atlantic Council’s Freedom and Prosperity Center. He previously served as chief economist and vice president for economic governance and knowledge management at the African Development Bank, as well as chief economist for the Middle East and North Africa region at the World Bank, and as chief of the commodities unit in the research department at the International Monetary Fund (IMF).

The Democratic Republic of Congo’s abundance of critical minerals has given rise to comparisons with Saudi Arabia’s oil wealth. But that abundance has not improved citizens’ lives in one of the poorest countries in the world. Yet there is a course that could make that possible: finding the right balance between openness to investments from multinational corporations and economic sovereignty—broadly defined as the ability of a country to control its own economic system.

The DRC is the repository of the world’s largest reserves of critical minerals such as cobalt, copper, and lithium. Indeed, the DRC holds around 70 percent and 60 percent of the world’s cobalt and lithium reserves, respectively, as well significant deposits of nickel and uranium, which are metal components for energy generation and batteries for electric vehicles. Yet the DRC encapsulates the seemingly insurmountable and intertwined challenges posed by critical minerals. These challenges are tied to geopolitics, conflicts, and the environment as well as economic and social dimensions.

First and foremost, the challenge facing the DRC is the new geopolitics around critical minerals. The demand for critical minerals is exploding. According to the International Energy Agency, demand for minerals is projected to increase by more than four times by 2040 amid the transition from fossil fuels to renewable energy. Major powers—namely China, the United States, and the European Union—are engaged in a technological race spurring competition for access to these critical minerals. At the center of that global scramble is the DRC, which is being courted by these powers like never before. China is heavily invested in the mining sector of the DRC and controls the supply chains of critical minerals, including their processing.

Amid the technological race, China has recently imposed restrictions on exports of critical minerals to the United States. Washington and Brussels have tried to challenge Beijing’s monopoly of the supply chains of these minerals by attempting to secure mining contracts, including in the DRC. That competition should in principle help the DRC to not only get a fair share from the mining contracts but also the opportunity to move up the value chain. In practice, multinational corporations and foreign governments have much stronger capacity in negotiating mining contracts relative to the government of the DRC. Quid pro quos are also common involving the receipt of aid packages originating from self-interested donor countries in exchange for the awarding of mining contracts to multinational corporations—linked to donors.

Another major challenge for the DRC is conflict. The DRC is faced with external and internal conflicts. The DRC has a complex history: Once known as the Belgian Congo, it experienced a cruel form of colonization as the de facto personal property of Leopold II, Belgium’s king. The DRC’s post-independence era was plagued by direct interventions by foreign powers and autocratic rulers. That history helps explain the DRC’s deficient institutions, a persistent low level of trust among citizens, and distrust between the citizenry and the government.

The DRC has long faced massive violence and crimes in mineral-rich provinces such as Katanga and North Kivu—fueled by neighbors such as Rwanda and Uganda. The advances of Rwanda-backed M23 rebels in eastern Congo is alarming for the DRC and could fuel a “major continental conflict.” The Trump administration is actively pushing for a peace deal between the DRC and Rwanda to end the violence. This peace deal appears to be contingent upon the two countries each signing a bilateral economic agreement with the United States involving mineral extraction and processing. The peace negotiations are at an early stage, but these efforts are welcome especially if they lead to an outcome perceived as just.

Minerals are routinely smuggled out of the DRC. Add to that illicit artisanal mining—mining done, generally on a small scale and with low-tech tools, by individuals not employed by a mining company—as a tug of war between the authorities and citizens directly grabbing minerals. As a vast territory, it is imperative for the DRC to expand and strengthen the governance of its security sector to secure its borders and confront armed groups operating on its territory. The DRC is nominally a centralized republic, and it needs to find the right balance for revenue sharing between the different provinces and the central government to reduce internal tensions.

Further, the extraction of critical minerals is leading to significant environmental and health hazards. Indeed, extraction is often associated with deforestation, loss of biodiversity, and the use of toxic chemicals (including mercury), which are polluting ground water sources. Add to that child labor in the extraction of critical minerals, with children and women facing health degradation and abuse. The weak enforcement of environmental and social standards in the DRC is very concerning. A global debate is raging over the boycott of critical minerals emanating from zones of conflicts and forced labor. These boycotts alone are unlikely to sway the DRC’s government to do right by its citizens, but multinational corporations and foreign governments may be more susceptible to pressure.

These multifaceted challenges may seem insurmountable, but that should not deter the government of the DRC. To confront these challenges, the DRC must find a balance between outward- and inward-facing institutions. On the outward-facing front, the government needs to get its fair share of revenues from the extraction of minerals and attract investment in processing domestically. To do so, the government needs to deploy utmost transparency in its dealing with multinational corporations and foster the right human capital to match the capacity on the other side.

On the inward-facing front, the DRC needs to also ensure it is redistributing the proceeds of the revenues from the extraction of critical minerals to its citizens to ensure economic justice. To do so, the government of DRC needs to improve the allocative and technical efficiency of its spending. The government of DRC should pursue further its local content policy (designed to ensure that extractive industrial activity benefits the region where the resources are found) by localizing the processing of critical minerals. A useful example is the case of Botswana, which acquired a 15 percent stake in the world’s biggest diamond miner, DeBeers, which helped lock in local diamond-cutting activities.

This would represent a radical system shift in the DRC’s economic governance apparatus—and such a shift is imperative, in security as well as economic governance. Without that radical shift, the benefits of critical minerals won’t reach the people of the DRC. The Trump administration peace proposal could provide a pathway to a just peace and security between DRC and its neighbors, most notably Rwanda.


Partner perspective: The DRC’s vast potential extends beyond mining

Thomas De Dreux-Brézé is director of strategy development at Rawbank, the DRC’s largest bank. He manages relations with international partners (fundraising, co-financing, syndication, etc.) and intrapreneurial projects. Rawbank supports the work of the Atlantic Council’s Africa Center on the Democratic Republic of Congo.

The DRC is a land of untapped scale and promise. At the heart of Africa, where mining remains the backbone of the economy, the DRC is endowed with abundant natural wealth, a youthful and dynamic population, and a pivotal geographical position—holding many of the critical ingredients for large-scale economic transformation. While it faces undeniable structural challenges, political instability, infrastructure deficits, and regulatory complexity, these should not obscure the deeper truth: The DRC is a country in motion, with massive potential across multiple sectors.

As the global economic landscape shifts, marked by the rise of emerging markets, regional trade integration, and the acceleration of sustainable investments, the DRC stands out with compelling opportunities, particularly in energy, agriculture, climate finance, financial services, and intra-African trade. Realizing these prospects will require strategic vision, strong partnerships, and patient capital. But the potential returns—economic, social, and geopolitical—could be transformative, not only for the Congo but for the continent as a whole.

The energy sector as a pillar of transformation

No sustainable development is possible without access to affordable and reliable energy. And in this field, the DRC stands out as one of the world’s most promising frontiers.

The Congo River, the second largest in the world by discharge, holds a staggering 100 gigawatts (GW) of hydropower potential. Yet only a fraction of that is currently harnessed. Similarly, solar and wind energy remain vastly underexploited, even though recent studies suggest the country could generate up to 85 GW from renewable sources at competitive prices.

This untapped capacity offers a double dividend: powering domestic industries and households, while positioning the DRC as a regional supplier of green energy. Existing projects signal the way forward, including the rehabilitation of the Inga I and II dams, off-grid solar initiatives in eastern provinces, and hybrid minigrid pilots supported by international development banks.

But unlocking this sector will require not only investment in generation, but a massive expansion of transmission infrastructure, regional interconnections, and regulatory reform. If done right, the DRC could emerge not just as an energy consumer, but as a green energy champion for Africa.

Monetizing the Congo Basin’s ecological wealth

In the global climate equation, the Congo Basin is a critical wilderness area. As the second-largest rainforest on the planet, it captures an estimated 1.5 billion tons of CO₂ annually, roughly equivalent to the emissions of the entire European Union.

Because 70 percent of this vast rainforest is located within the DRC, the country has a unique role to play in planetary stabilization. But that role must be backed by economic value. A well-regulated carbon market—anchored in strong institutions, reliable measurement systems, and transparent benefit sharing—could become a vital source of revenue for the state and local communities.

The groundwork exists. The Blue Fund for the Congo Basin, the Presidential Climate Finance Task Force, and recent bilateral discussions with major carbon-credit buyers (Shell, Vitol, Engie, Microsoft, Amazon, the World Bank, Delta Air Lines, Netflix, Eni, etc.) demonstrate momentum. What’s needed now is acceleration: a national registry of credits, clear legal frameworks, and partnerships with credible certifiers.

Done properly, the DRC’s ecological stewardship can become a global public good, monetized fairly and reinvested in national development.

Agriculture as a national priority

Few countries possess agricultural potential on the scale of the DRC. With over eighty million hectares of arable land, most of it untouched, and a rapidly growing population projected to double by 2050, the DRC could become a major agricultural exporter and a driver of food security across the continent.

And yet, paradoxically, it remains a net food importer. The reasons are well known: fragmented value chains, poor logistics, lack of mechanization, and security concerns in the east.

But the opportunity is immense. Investments in agricultural technology, cold storage, rural roads, and access to inputs could lift yields dramatically. Initiatives like the revitalization of coffee cooperatives in South Kivu or the expansion of community irrigation systems in Kwilu show what is possible when technology, capital, and local know-how align.

In parallel, creating agricultural growth corridors and establishing specialized export zones would allow Congolese products (such as coffee, cocoa, rice, and cassava) to reach regional and global markets. Agriculture is not only about feeding people—it is about creating jobs, increasing exports, and building rural resilience.

Unlocking financial inclusion in a young, digital nation

The DRC’s demographic reality is its most powerful asset: a young, urbanizing population with rising aspirations and digital adoption. Yet financial inclusion remains stubbornly low. Less than 10 percent of the population has access to traditional banking and overall inclusion stands at around 38.5 percent.

This gap is a massive opportunity. The fintech revolution is already reshaping access to financial services. And in the DRC, local innovators are leading the charge.

The next frontier is to bridge fintech and formal banking: enabling savings, credit, insurance, and investment products through digital rails. Partnerships between fintech companies, microfinance institutions, and mobile operators will be key to scaling impact.

To catalyze the sector, regulators must continue building trust—ensuring data privacy, protecting consumers, and clarifying tax regimes. Financial services are not just about transactions, they are about empowering people, fueling enterprise, and driving shared prosperity.

The DRC as continental logistics hub

With nine borders and a landmass larger than Western Europe, the DRC is uniquely positioned to become a continental logistics hub. Its central location offers a direct line to West, East, and southern Africa—and with the African Continental Free Trade Area (AfCFTA) gaining traction, this position becomes even more valuable.

Realizing this potential requires hard and soft infrastructure alike. The development of the Lobito Corridor,* connecting the DRC and Zambia to Angola’s Atlantic coast, offers a cost-effective route to global markets. Investments in rail, roads, dry ports, and customs harmonization are already underway, supported by major global and regional institutions.

Beyond Lobito, projects such as the modernization of the Matadi-Kinshasa corridor and the establishment of special economic zones along border areas can spur regional supply chains, particularly in agriculture, textiles, and energy services.

Trade is not only about exporting but also about integrating into African value chains, reducing transaction costs, and creating cross-border prosperity. The DRC’s geography is its destiny—if paired with the right vision.

The case for confidence

To invest in the DRC today is not an act of charity or risk appetite. It is an act of strategic foresight.

Few countries offer such a rare blend of demographic dynamism, natural abundance, and regional leverage. The fundamentals are compelling, the reform trajectory is positive, and the appetite for change is growing in both the public and private sectors.

The international community (investors, development partners, entrepreneurs, etc.) has a role to play, not in prescribing solutions, but in cocreating a new development model with the Congolese people. One rooted in inclusivity, sustainability, and shared prosperity.

The DRC is not waiting to be discovered. It is asserting its place in the twenty-first century. Those who choose to walk alongside it today will not only unlock significant returns but also help write one of the most important economic success stories of our time.


US investors must lead on responsible sourcing in the DRC

Nicole Namwezi Batumike is a gender and responsible sourcing specialist at the Congolese nonprofit Panzi Foundation.

The ongoing conversations between the United States and the DRC over access to critical minerals present a rare and urgent opportunity to reset the terms of engagement with Congolese stakeholders and the broader mineral ecosystem. US officials have indicated that American and other Western companies are prepared to make multi-billion-dollar investments in the region once the bilateral mineral deals are finalized. The DRC holds vast reserves of cobalt, copper, and other strategic minerals essential to global technological and energy systems, yet for decades, the Congolese people have borne the costs of extraction without sharing in its benefits, treated as collateral in deals driven by geopolitical rivalries and elite bargains. On top of fueling instability and deepening marginalization, these transactional arrangements have also exposed investors to growing legal, financial, and reputational risks.

Experience shows that when mining fails to deliver value to local communities, companies lose their social license to operate, along with the legitimacy of the regimes they once depended on. In turn, those regimes have proven willing to shift allegiances in pursuit of regime security. The DRC, for example, has filed lawsuits against downstream tech giants and pushed for sanctions targeting neighboring countries laundering conflict minerals. It is increasingly clear that the Congolese regime is not bound to any single partner.

US engagement in Africa must reflect geopolitical realities. Recent peace deal discussions show the United States is willing to engage Rwanda’s refining sector—despite Kigali’s documented role in violating Congolese sovereignty and committing war crimes. If responsible sourcing is to truly guide stable engagements, policymakers must reckon with the risks of endorsing impunity and failing to deliver justice for the Congolese people.

The negotiation of a US-DRC mineral deal offers a crucial opportunity to break this cycle, provided Kinshasa resists the historical pattern of leveraging minerals solely for regime survival, and provided the United States supports a model of genuine security: one not rooted in a logic of extractivism but in mutual accountability and the rule of law. By aligning US investment strategy with Congolese legal frameworks and responsible sourcing standards, both countries can lower risks by forging a sustainable model.

Meeting international due diligence standards to ensure that a given business activity does not involve human-rights violations has shifted from being a reputational safeguard to a legal and strategic requirement. Standards include the Organisation for Economic Cooperation and Development Guidelines and the United Nations Guiding Principles on Business and Human Rights. Human rights due diligence is now codified through laws such as the European Union’s Corporate Sustainability Due Diligence Directive, France’s Duty of Vigilance Law, and Germany’s Supply Chain Due Diligence Act, making risk mitigation binding across global operations, especially in high-risk contexts like the DRC.

Yet despite these frameworks, the DRC remains at war, and the global minerals trade continues to serve short-term political and economic agendas. In 2024, the US Government Accountability Office reported that Section 1502 of the Dodd-Frank Act (America’s flagship due diligence law) had not reduced violence in eastern Congo and may have exacerbated conflict around artisanal gold-mining sites. The US government’s insistence on better outcomes demonstrates that due diligence is a means, not an end, and it cannot resolve the structural drivers of the conflict.

The DRC’s mining codes provide a responsible framework for US investors

It is in this context that the DRC’s 2018 mining code emerges not as an obstacle but as a strategic foundation. On top of aligning closely with international expectations for human rights due diligence, the code offers investors and companies a clear, locally grounded framework to manage risk and build sustainable partnerships. Born out of years marked by revenue leakage, extractive impunity, and donor-driven liberalization, the code reasserts the government’s dual roles as a regulator and shareholder while mandating local beneficiation (a part of mineral processing). It raises royalty rates on strategic minerals like cobalt, introduces a “super-profits” tax, and makes community development contributions legally binding. It also restricts the use of “stabilization clauses,” which limit countries’ ability to apply new regulations to investors with agreements signed before the regulations went into effect, and strengthens environmental and social accountability.

Pilot models offer early lessons in responsible sourcing. For example, at Mutoshi in the Lualaba province, the collaboration of multinational commodities group Trafigura with Chemaf, a Congolese company, and Pact, an international nonprofit organization, showed that formalizing artisanal mining not only met sourcing commitments but also helped contribute to de-risking efforts. Meanwhile, the Panzi Foundation’s Green Mining Community Model, an initiative led by Nobel Peace Prize laureate Denis Mukwege, links inclusive training in responsible sourcing and value addition with investments in essential infrastructure like health and education. By seeking to address the root causes of conflict and the violent tactics it enables—such as the use of rape as a weapon of war—the Green Mining Community model promotes integration and community empowerment, positioning responsible sourcing as a pathway to long-term stability and shared value.

Opportunities and challenges in the US policy landscape

The United States is on the path to establishing promising policies and frameworks for responsible investment, as demonstrated by the bipartisan BRIDGE to DRC Act, which emphasizes governance and transparency. Initiatives such as the US-backed expansion of the Lobito Corridor* linking the DRC to Angola’s Lobito port, alongside previous efforts like USAID’s Just Gold project, could provide a strong foundation. However, their long-term impact will depend on aligning with fair labor and environmental standards, sustainable development, and, importantly, the continuity of these efforts under the new administration.

At the same time, setbacks like the 180-day suspension of Foreign Corrupt Practices Act enforcement must be urgently addressed. Restoring accountability is essential for ethical investment.

As US Rep. Sara Jacobs highlighted in a March 2025 Africa Subcommittee hearing, investments will only succeed in the long term if they do not ignore the root causes of exploitation.

The Democratic Republic of the Congo stands at a pivotal juncture: either the cycle of extractive exploitation continues, or the government leverages its mineral wealth to foster long-term development. For US stakeholders, the way forward lies in transparent, law-abiding, and community-centered partnerships. This requires a commitment to the DRC’s 2018 Mining Code and collaboration with Congolese civil society. While short-term gains may be tempting, only those who embrace responsible sourcing and inclusive models will build sustainable, competitive advantages.


Better roads and stable power grids can unlock the DRC’s potential

Calixte Ahokpossi is mission chief, Democratic Republic of the Congo, for the International Monetary Fund (IMF).

The Democratic Republic of the Congo has vast economic potential, but infrastructure gaps remain a major constraint. The country is rich in natural resources and has a large and young population that could drive its development. However, chronic underinvestment in critical infrastructure—roads, rail networks, and power generation—continues to stifle economic progress. Additionally, governance challenges, corruption, macroeconomic instability, and recurring shocks—including armed conflicts in its eastern region—exacerbate fragility.

Addressing these challenges requires tackling their sociopolitical and economic roots, while leveraging the country’s vast natural resource wealth to rapidly bridge the infrastructure gap and foster diversified and sustained economic growth and poverty reduction. The DRC needs an ambitious infrastructure agenda, prioritizing the development of transport corridors and stable power grids.

Weak, unevenly distributed infrastructure

The DRC’s road network is severely underdeveloped, limiting mobility and trade. With only 152,400 kilometers (km) of roads, connectivity remains a challenge. The roads serve the nation’s vast 2.45 million km² territory, a road-to-territory ratio that is just 40 percent of the sub-Saharan African average of 0.14 km/ km², which is already low compared to other regions. Fewer than 10 percent of these roads are passable year-round, and more than half of Congolese (54.5 percent) must travel over an hour to reach a paved or asphalted road. Urban-rural disparities are stark. In the southeast (Haut-Katanga and Lualaba), large-scale copper and cobalt mining has spurred some investment in roads and rail lines, but the transportation infrastructure remains vastly insufficient for a region that supplies most of the world’s cobalt and a significant share of global copper. Indeed, the DRC accounts for over 70 percent of global cobalt output and approximately half the world’s proven reserves. In contrast, the eastern provinces (North and South Kivu, Ituri)—rich in gold and the “3T” minerals (tin, tantalum, tungsten)—receive minimal investment, as small-scale artisanal mining dominates, offering limited economic spillovers.

The DRC remains one of the least electrified nations despite vast hydropower potential. Only 19.1 percent of the population has access to electricity, with rural coverage plummeting to a mere 2 percent. The country is heavily dependent on two aging hydropower plants: Inga 1 (with an installed capacity of 351 megawatts) and Inga 2 (installed capacity of 1,424 MW), both under rehabilitation and operating at roughly 80 percent capacity. These plants primarily serve the mining industry. Ambitious projects like Inga 3 (3,000 to 11,000 MW) and the even larger Grand Inga (which could surpass China’s Three Gorges Dam) underscore the Congo River’s vast potential. Yet delays, shifting international partnerships, and environmental concerns have repeatedly stalled construction.

A barrier to inclusive growth

Weak infrastructure inflates costs, constrains businesses, and fosters economic disparities. Poor infrastructure raises transportation and production costs, stifling economic activity in time-sensitive sectors (like perishable goods). This is evident in agriculture, which employs the majority of Congolese (over 60 percent of the labor force). Despite the DRC’s fertile land, poor transport links prevent farmers from bringing their surplus produce to markets. Goods perish on farms, and the country remains dependent on food imports, making it vulnerable to global food price shocks and exchange rate fluctuations. These disruptions fuel inflation, disproportionately affecting the poorest. The weak transportation network also restricts economic diversification and limits access to remote mineral deposits, leaving critical resources untapped—or controlled by armed groups.

Unreliable energy supply disrupts businesses and limits opportunities for local transformation and adding value. From irrigation systems to medical clinics, power shortages affect essential activities and reinforce a cycle of poverty and missed opportunities. They also hamper industrialization, making local mineral processing, manufacturing, and daily business operations difficult or virtually impossible. Mining companies report that frequent power shortages force them to rely on diesel generators, raising production costs substantially. This inefficiency hits small businesses even harder, eroding profit margins and reducing corporate income tax revenues. Under these conditions, the DRC’s ambition to increase local mineral processing and move up the value chain remains a major challenge.

Five steps to good roads, reliable power, and economic growth

  1. Invest in transport and energy infrastructure to generate sustainable growth. The DRC’s vast mineral wealth and energy potential make it an attractive destination for large-scale private investment, but various bottlenecks such as infrastructure, business environment, and governance must be addressed. We focus here on infrastructure ones. Unlocking the hydropower potential (100,000 MW, which is 13 percent of the world’s total) could meet domestic needs and generate export revenue. Modernizing existing hydroelectric facilities and expanding transmission grids would provide clean, affordable electricity to both industry and households. For the mining sector, improved energy access could lower production costs while enhancing compliance with global environmental, social, and governance standards. Meanwhile, broader electrification would fuel local enterprise, boost economic diversification, and improve living standards.
  2. Diversify financing for the substantial investments needed to bridge the infrastructure gap. The International Monetary Fund estimates that achieving universal electricity access would require annual spending of 5.9 percent of gross domestic product (GDP), while ensuring that 75 percent of the population lives within two kilometers of an all-season road would necessitate 14.9 percent of GDP annually over ten years. Given these costs, leveraging diversified public, private, and international financing is key to accelerating infrastructure development.
  3. Strengthen public investment management to maximize returns. Weak governance and public investment management have led to waste, corruption risks, and substandard project execution. Strengthening investment governance would maximize value for money, boosting private-sector confidence and investment. Equally key is creating fiscal space for critical infrastructure and social and human capital investments. This requires improving domestic tax and nontax revenue collection and prioritizing growth-enhancing spending. Yet low revenue collection, especially relative to peer countries and the DRC’s economic potential, remains a major constraint.
  4. Pursue prudent, strategic government borrowing to secure favorable terms. Domestically, containing inflation would lower borrowing costs and encourage higher domestic savings, strengthening the local financial market. Externally, the focus should remain on concessional financing, prioritizing low-cost, long-term loans. Over time, as policy credibility strengthens and the country’s creditworthiness improves, access to international financial markets could be considered, particularly when global conditions are favorable.
  5. Scale up infrastructure investments through regional partnerships. The DRC would benefit from harnessing regional frameworks such as the East African Community and the Southern African Development Community to mobilize resources for transport and energy infrastructure. Cross-border energy grids and trade corridors can reduce operational costs, attract larger financing and enhance the country’s global competitiveness. Regional collaboration offers a pragmatic solution to tackling infrastructure deficits while strengthening economic resilience. Also, the development of the Lobito Corridor,* linking the DRC to Angola’s Lobito port, can deepen regional integration and offer more cost-effective transportation routes for DRC’s exports—though it will be important to avoid undermining parallel port development projects in the western part of the DRC.

In sum, the future of the DRC will be promising if its development challenges can be addressed in an ambitious and realistic manner. Developing a reliable road network and extending electricity provision will be critical to reap the DRC’s vast potential—and will need to be supported by sound macroeconomic policies and reforms to strengthen the country’s resilience to overcome its fragility.


Launched in 2022, the Africa Center’s programming on the DRC seeks to advise on securing the country’s governance and to raise awareness of the economic opportunities in the DRC. In partnership with Rawbank, the Africa Center analyzes the DRC’s business environment, the industrial potential of its critical minerals, and peace and security throughout the country.

*Rawbank, which supports the Atlantic Council Africa Center’s work on the Democratic Republic of Congo, has an equity stake in the Africa Finance Corporation, which leads the development of the Lobito Corridor.

Explore the program

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post Beyond critical minerals: Capitalizing on the DRC’s vast opportunities appeared first on Atlantic Council.

]]>
African governments should rethink their approach to combating money laundering and terrorist financing https://www.atlanticcouncil.org/blogs/africasource/african-governments-should-rethink-their-approach-to-combating-money-laundering-and-terrorist-financing/ Thu, 15 May 2025 13:55:37 +0000 https://www.atlanticcouncil.org/?p=846821 African countries can bolster financial inclusion and tap economic growth opportunities—while preventing the abuse of the global financial system by nefarious actors.

The post African governments should rethink their approach to combating money laundering and terrorist financing appeared first on Atlantic Council.

]]>
Emerging and developing economies are already feeling the impact of the trade war and economic downturn.  

That was made clear at this year’s International Monetary Fund and World Bank Spring Meetings, where financial leaders warned about job loss and increasing poverty rates across these countries. 

But there are changes African countries can make to better withstand the economic headwinds they are facing. One such opportunity they should immediately seize lies in strengthening their approaches to combating money laundering and terrorist financing. By addressing deficiencies in legal and regulatory frameworks and by adjusting for developments in financial technology, African countries can bolster financial inclusion and tap economic growth opportunities—while preventing the abuse of the global financial system by nefarious actors. 

Key deficiencies seen across Africa—in the form of weak legal and regulatory frameworks, limited institutional capacity to conduct financial supervisory or enforcement activities, and a high degree of informality of economic activities—make it difficult to combat money laundering, terrorist financing, and other illicit financial flows. The Financial Action Task Force (FATF), a global money laundering and terrorist financing watchdog, keeps track of jurisdictions that do not meet global standards to combat money laundering, publicly identifying jurisdictions with weak performance on a “black list” and “grey list.” The black list hosts only three countries (North Korea, Iran, and Myanmar), but on the grey list, fourteen of the twenty-five countries (just over half) are African. Grey listing can result in serious reputational and economic damage, with negative spillover effects on economic growth, borrowing costs, foreign investment flows, and financial inclusion efforts—a particularly concerning impact considering that in Sub-Saharan Africa, less than half the population has a bank account. Given these effects, African countries have worked to make significant improvements to their anti-money laundering and combating the financing of terrorism (AML/CFT) frameworks. Over the past few years, several countries that were once placed on the grey list have been removed, including Zimbabwe, Botswana, Morocco, and Mauritius.

One piece of the regulatory puzzle involves cryptocurrencies. FATF Recommendation 15 for combating money laundering and terrorist financing directs countries to identify and assess “risks emerging from virtual asset activities.” FATF data from March indicates that of the forty-one Sub-Saharan African countries with publicly available data, only seven countries were rated “compliant” with Recommendation 15, indicating that the country successfully met the global standard. For African countries looking to become more compliant, there are positive examples on the continent to draw upon; for example, South Africa was recently upgraded to “largely compliant” with Recommendation 15 and is continuing to make progress towards full compliance. 

At the same time, African governments must also harness the power of digital finance to weather today’s economic headwinds. According to the International Monetary Fund, as of 2022, just 25 percent of countries in Sub-Saharan Africa formally regulated cryptocurrencies, and two-thirds had implemented restrictions, with six countries having outright banned cryptocurrencies. The impact of this approach leaves the investors and entrepreneurs who are interested in Africa’s digital assets sector inclined to hold back investments due to the excessive regulatory uncertainty and possible regulatory swings. Africa is one of the fastest-growing crypto markets in the world, and crypto assets are actively used across the continent. 

Recent reporting from Chainalysis suggests that the cryptocurrency value received by Sub-Saharan Africa was less than three percent of the global share between July 2023 and July 2024. While this is a small global share, there is significant variance in adoption rates across the continent’s fifty-four countries, with a number of countries still rating relatively high in global adoption: Nigeria ranked second worldwide, and Ethiopia, Kenya, and South Africa also ranked in the top thirty countries. From 2022 to 2023, bitcoin was legal tender in the Central African Republic, but finance experts raised concerns about the lack of electricity and infrastructure and the high risk of money laundering and terrorist financing. One thing is certain: digital assets—including cryptocurrencies—are changing the financial landscape of the region. 

That digital finance can transform Africa’s financial landscape should be viewed positively. Africa’s population is set to increase from 1.5 billion in 2024 to 2.5 billion in 2050. This is the moment for African governments to leverage the economic power of their demographics, but to do that, they will need to consider public policies that support greater financial inclusion. Of the eight countries that will account for more than half of the global population growth between now and 2050, five of them are in Africa; two of them are global leaders in crypto adoption rates.  

As populations age and enter the workforce, African governments should consider how best to promote technological innovation in their societies, including in financial technology. Cryptocurrency adoption in African countries can be used for small retail transactions, for sending or receiving remittances, as a hedge against inflation, for business payments, and, potentially, for solving sticky foreign exchange issues in places such as Central Africa, where such issues dramatically reduce foreign investments. Due to its decentralized nature, cryptocurrencies can help people bridge the gap in access to financial services and formal banking systems in many countries across the continent.  

On one hand, governments have tried to use digital assets to boost financial inclusion, tax revenue, and small retail transactions with limited success; and on the other, countries have banned, unbanned, regulated, and deregulated cryptocurrencies, leaving a patchwork of regulatory frameworks across the continent for consumers and business to navigate. With such jurisdictional regulatory arbitrage and limited enforcement mechanisms, nonstate actors, including terrorist groups in Africa, are able to take advantage of the technologies and services that can move money the fastest and cheapest—and in ways that are least likely to be detected or disrupted. That can lead these actors to cryptocurrency.   

While serving as head of delegation to both the Central and West African FATF-style regional bodies, I heard from African government officials repeatedly that there were no digital assets being used in their countries and that their AML/CFT regulatory regimes were sufficient. This is simply not the case. African countries should consider policies to encourage the adoption of emerging financial technologies, including cryptocurrencies and other digital assets, while still exercising great care to avoid creating conditions allowing for regulatory arbitrage between countries or monetary unions that can be exploited by bad actors seeking to launder money or finance terrorism. Beyond policy frameworks, African governments should empower their enforcement agencies with the appropriate resources to ensure that policies, laws, and regulatory frameworks protect the integrity of the global financial system.  

Benjamin Mossberg is the deputy director of the Atlantic Council’s Africa Center. 

Sign up to hear about upcoming Africa Center events

The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The post African governments should rethink their approach to combating money laundering and terrorist financing appeared first on Atlantic Council.

]]>
Starling-Daniels and Luetkefend quoted in WMAL article titled “In Great Power Competition, Special Ops to Play Key Role” https://www.atlanticcouncil.org/insight-impact/in-the-news/starling-daniels-and-luetkefend-quoted-in-wmal-article-entitled-in-great-power-competition-special-ops-to-play-key-role/ Tue, 13 May 2025 19:04:43 +0000 https://www.atlanticcouncil.org/?p=846632 On May 3, Forward Defense director Clementine Starling-Daniels and assistant director Theresa Luetkefend were quoted in a WMAL article titled “In Great Power Competition, Special Ops to Play Key Role.” The article highlights their argument that, after two decades primarily focused on counterterrorism and direct-action missions during the Global War on Terror, today’s peer and […]

The post Starling-Daniels and Luetkefend quoted in WMAL article titled “In Great Power Competition, Special Ops to Play Key Role” appeared first on Atlantic Council.

]]>

On May 3, Forward Defense director Clementine Starling-Daniels and assistant director Theresa Luetkefend were quoted in a WMAL article titled “In Great Power Competition, Special Ops to Play Key Role.” The article highlights their argument that, after two decades primarily focused on counterterrorism and direct-action missions during the Global War on Terror, today’s peer and near-peer competition demands a broader application of US special operations forces’ core activities.

Forward Defense leads the Atlantic Council’s US and global defense programming, developing actionable recommendations for the United States and its allies and partners to compete, innovate, and navigate the rapidly evolving character of warfare. Through its work on US defense policy and force design, the military applications of advanced technology, space security, strategic deterrence, and defense industrial revitalization, it informs the strategies, policies, and capabilities that the United States will need to deter, and, if necessary, prevail in major-power conflict.

The post Starling-Daniels and Luetkefend quoted in WMAL article titled “In Great Power Competition, Special Ops to Play Key Role” appeared first on Atlantic Council.

]]>
The next pope may be African—or not. Either way, Africa is at the forefront of today’s Roman Catholic Church. https://www.atlanticcouncil.org/blogs/new-atlanticist/the-next-pope-may-be-african-or-not-either-way-africa-is-at-the-forefront-of-todays-roman-catholic-church/ Tue, 06 May 2025 20:45:56 +0000 https://www.atlanticcouncil.org/?p=844954 An African pope is not a given in this conclave or the next, but African agency and leadership in the twenty-first-century church is.

The post The next pope may be African—or not. Either way, Africa is at the forefront of today’s Roman Catholic Church. appeared first on Atlantic Council.

]]>
On May 7, 133 Catholic cardinals will meet in the Sistine Chapel to elect a new pope. Discussions abound on whether an African will be next to ascend to the papacy. If one does, then he would not be the first: Victor I, Miltiades, and Gelasius I all hailed from the African continent, and each, serving during the early church, had a lasting impact on the church’s early foundations. All three were canonized, and it was during the pontificate of the African-born Miltiades in the fourth century that Constantine the Great issued the Edict of Milan, establishing religious toleration of Christianity in the Roman Empire. Around this same time, the church gained ownership over the Lateran Palace, the main papal residence for the next millennium.

From these popes to other early figures, such as Mark the Evangelist and Saint Augustine, Africans have held important roles in the church’s theology, philosophy, doctrine, and discourse. Should the next pope be African, it would indeed be a milestone in the modern era. But for an institution that often takes a longer view of issues, it would signify the return of leadership for a continent that helped define what the church has become.

The face of faith

Discussions about an African pope emerging from a conclave are nothing new. In 2002, then Cardinal Joseph Ratzinger spoke positively of the prospects of an African pope emerging at the next conclave, which took place in 2005. However, it was Ratzinger himself who was elected to the role, as Pope Benedict XVI. Yet his statement showcased the ongoing realpolitik of the College of Cardinals: an increasing number of Africans among the faithful and the clergy means more influence. As the French newspaper Le Monde pointed out during Pope Francis’s trip to the Democratic Republic of the Congo and South Sudan in 2023, the overall number of priests in Africa is increasing, and so too is the number of seminarians, which includes future priests. In fact, Africa is the only continent seeing an upward trend among seminarians.

The increase in African clergy has accompanied an expansion of Catholicism across the continent. In 1910, Africa had fewer than one million Catholics, according to estimates. In 2024, that number was 265 million. In fact, by 2050, Africa is expected to be home to nearly a third of the world’s Catholics. This growth will have longstanding implications for the makeup of the church. In 2022, the Vatican estimated that around thirteen million people joined the church that year. More than half were in Africa.

It is clear that Africa’s presence in the church is immense and growing, but that does not necessarily translate into a certainty that this or the next pope will be African. It is true that Pope Francis did much to make that a possibility and that there are several papabile African cardinals among the multitude of lists of contenders being compiled. But those lists are notoriously unreliable and conclaves are typically unpredictable. Inevitably, the conclave will see a debate unfold between the progressive and conservative blocs—terms that do not necessarily apply to the church, but ones that media and commentators tend to use nonetheless. By those measurements, the majority of African members in the curia and the College of Cardinals defiantly tilt conservative. It is in this sphere of influence that Africa has made its presence and voice known.

Dogma and discourse

If Pope Francis is remembered as leading the charge for a more liberal church, then African cardinals and bishops are at the forefront of the countercharge. Take, for example, the issue of same-sex blessings. Pope Francis drew much attention for his attitude toward same-sex blessings and other reforms, and (in)famously for saying “If a person is gay and seeks God and has good will, who am I to judge?” Following these actions, there was significant backlash among African bishops, who united into a continental common front to lead the conservative response. They had enough clout to drive the curia to, in effect, provide some leeway. The church has not been exempt from the culture wars, and it is notable that Cardinal Robert Sarah of Guinea, a conservative favorite, has been described by the press as an “anti-woke” cardinal.

At the same time, Pope Francis installed most of those eligible to vote in the upcoming conclave, including several Africans. Most of these, unsurprisingly, fell under the label of liberal and aligned with an agenda for reforming the church.

Another African who might be considered for the papacy is Cardinal Fridolin Ambongo Besungu of Congo. But Africa is not the only continent mentioned often in discussions about candidates. Take Cardinal Luis Antonio Gokim Tagle of the Philippines, who, if selected, would become the first pope from the Indo-Pacific region. Regionality will not matter as much as dogma and voting blocs, and a conservative African cardinal could well find allies among his American and Italian colleagues.

At the end of the day, though, it is a mystery who will arise from the conclave. What is not a mystery, however, is the growing strength of Africa in the church, both in numbers among the faithful and in theological and dogmatic discourse. The world must wait for the white smoke to learn who will be the next pope, but it is already clear that African bishops and cardinals are at the forefront of the conservative charge in the church. An African pope is not a given in this conclave or the next, but African agency and leadership in the twenty-first-century church is.


Alexander Tripp is the assistant director for the Atlantic Council’s Africa Center.

The post The next pope may be African—or not. Either way, Africa is at the forefront of today’s Roman Catholic Church. appeared first on Atlantic Council.

]]>
A blueprint for a trilateral Morocco-Israel-US investment fund https://www.atlanticcouncil.org/blogs/menasource/a-blueprint-for-a-trilateral-morocco-israel-us-investment-fund/ Tue, 06 May 2025 17:49:26 +0000 https://www.atlanticcouncil.org/?p=844934 Amid instability in the Mediterranean, North Africa and the Sahel, a chance to deliver on the promise of the Abraham Accords.

The post A blueprint for a trilateral Morocco-Israel-US investment fund appeared first on Atlantic Council.

]]>
The Abraham Accords, the landmark agreement to establish official relations between Israel and a number of its Arab neighbors in 2020, opened a historic window for peace in the Middle East and North Africa. But windows don’t stay open forever. While normalization between Morocco and Israel has progressed on the diplomatic and commercial levels, it still lacks a long-term structural anchor. Without a clear mechanism to turn this momentum into measurable strategic outcomes, the risk of losing traction is real, and the alliance could remain largely symbolic, without delivering concrete regional impact or hitting the ceiling of what is possible.

With growing instability in North Africa and the Sahel, and intensified geopolitical competition in the Mediterranean, the United States, Morocco, and Israel have an opportunity to spearhead a forward-looking joint investment fund and coordination forum that would transform diplomacy into durable infrastructure that delivers on tangible results.

Jointly governed by Morocco, Israel, and the United States, this fund would both directly and jointly coordinate finance strategic projects in energy, digital infrastructure, advanced industrial, and regional security. An instrument like this would be a perfect marriage between US financial and political convening power, Morocco’s industrial platforms, and Israel’s innovation ecosystem to collectively enhance competitiveness, create jobs, and secure regional supply chains. For a Washington calling on partners to stand up, establishing a fund would help empower the three countries to support long-term regional stability and collective prosperity that both showcases and deepens the benefits derived from the Abraham Accords. 

The problem and the solution for an alliance without strategic leverage

Since the signing of the Abraham Accords in 2020, the normalization of relations between Morocco and Israel has opened a new era of cooperation. Politically and economically, signs of rapprochement are evident: increasing bilateral visits, sectoral agreements, business initiatives, and emerging technological partnerships. Yet this momentum remains fragile, fragmented, and incomplete.

Without a shared mechanism, cooperation between Morocco and Israel remains vulnerable to political fluctuations, lacks visibility for long-term investors, and fails to reach the scale needed to reshape regional dynamics. While isolated successes exist—such as joint innovation programs or sectoral agreements—they remain disconnected and difficult to replicate. A structured platform would allow the three parties to consolidate trust, pool resources, and define common priorities across security, energy, industry, and technology. This is a major missed opportunity to move beyond ad-hoc engagements at a time of rapid transformation across the geopolitical and geoeconomic landscape, while strategic challenges are proliferating, particularly from instability in the Sahel, increased geopolitical competition in the Mediterranean, and rising migration pressure toward Europe.

SIGN UP FOR THIS WEEK IN THE MIDEAST NEWSLETTER

A convening forum and trilateral investment fund, jointly governed by Morocco, Israel, and the United States, would be an effective tool to give the strategic alliance deeper geopolitical weight. This central body would be tasked with coordinating disparate lines of effort across each country’s respective public and private sectors and providing direct financing for high-impact strategic projects in key divisions, including energy, critical infrastructure, industrial transformation, security technologies, defense industry, maritime industry, and logistics innovation.

The forum would be designed not as a development aid mechanism but rather as a sovereign investment tool that could generate measurable returns. Its operational model would be based on shared governance between the three states, including having representatives from the private sector and diaspora communities, and a rigorous, transparent selection of projects based on economic viability, strategic relevance, as well as clear investment return for the forum’s backers.

What the United States gains through a trilateral fund

As global power dynamics continue to shift, the United States must go beyond supporting traditional bilateral alliances and reimagine its most important growing strategic partnerships, as with Israel and Morocco. Intentionally curated regional platforms are capable of producing tangible and lasting outcomes that would also reliably return real value from investments. Therefore, the proposed trilateral investment forum would constitute an important innovation in both regional Mediterranean policy for the United States and offer important lessons for new mechanisms for US engagement that combine traditional diplomacy, economic strategy, and direct returns on mutual interests.

The model would ensure that the United States improves its long-term standing through a durable, coherent, transparent, and scalable architecture. This fund is especially timely and relevant for three primary reasons.

First, the fund would serve as a counterweight to the growing influence of rival powers—namely, China, Russia, and Iran. All three players are advancing their agendas across North Africa, the Sahel, and the Mediterranean through major investments in infrastructure, energy, ports, and security. If designed with proper financial resources, this proposed trilateral forum would provide a credible alternative for financing and competitive projects that would promote US interests and support local innovation ecosystems.

Second, the fund would deliver value that would help publicize the “normalization dividend” that was expected from the Abraham Accords. Five years after their signing, few concrete mechanisms have emerged to convert diplomatic momentum into long-term economic prosperity, largely due to the absence of a standard operational vehicle to coordinate and scale projects. Since the Accords were signed, most engagement has remained bilateral and unstructured, often driven by individual ministries, private actors, or external partners without a shared vision or platform. Moreover, in the absence of a dedicated fund or permanent forum, many successful initiatives—particularly in business, innovation, and security—remain under the radar and disconnected from broader strategic messaging. A trilateral forum could lay a model that could support the overall expansion of the Abraham Accords, demonstrating Washington’s ability to support strategic and enduring projects with key regional partners, advancing regional security and prosperity.  

And third, the fund would give the United States a results-driven tool of influence and a mechanism to return value to the American taxpayer. Unlike one-off aid programs or broad diplomatic commitments, this fund could generate measurable benefits, including local job creation, inclusion of American companies in regional initiatives through the requirement for US primes, growth in trilateral trade, and supply chain security, all while integrating American partners into the overall ecosystem of the Abraham Accords.

Roadmap and success indicators

The implementation of the trilateral investment fund should follow a three-pronged and phased implementation strategy, with the ultimate goal of achieving a well-structured governance architecture and a clear remit for the new body:

  1. The initial phase focused on political agreement and framework design, including trilateral deliberations on the working level across all three parties.
  2. The secondary phase focused on deploying high-impact pilot projects in priority sectors, potentially through the Development Finance Corporation or other appropriate funding mechanisms.
  3. The final long-term structuring phase aimed at scaling the mechanism and embedding it within an enduring institutional architecture, such as a jointly governed trilateral fund.

To ensure credibility and effectiveness, the fund must deliver measurable outcomes based on clear criteria, including economic impact (mobilized investment, job creation, industrial upgrading), tangible strategic alignment (political engagement, intergovernmental coordination, diplomatic returns), and proven replicability (ability to adapt the model to other regional cooperation frameworks).

A new trilateral forum that delivers on the promise of the Abraham Accords is a unique opportunity to support American engagement in an area of critical geopolitical importance.  By aligning capital, innovation, and market access, this forum would not only reinforce the foundations of the Abraham Accords but also project a stabilizing influence across the Afro-Mediterranean space at a time of intense competition and uncertainty. It would offer the United States a modern, agile, and measurable tool of engagement that would competitively address the core sovereignty, security, and economic concerns its partners face in the Global South.

Aïssa Christophe Agostini is a strategic economic advisor and founder of Prosper Atlas, a consulting firm focused on trilateral partnerships between the United States, Israel, and Morocco.

The post A blueprint for a trilateral Morocco-Israel-US investment fund appeared first on Atlantic Council.

]]>
To redefine US-Africa engagement, Washington must recognize the power of the African diaspora https://www.atlanticcouncil.org/blogs/africasource/to-redefine-us-africa-engagement-washington-must-recognize-the-power-of-the-african-diaspora/ Fri, 02 May 2025 13:44:28 +0000 https://www.atlanticcouncil.org/?p=843103 Embracing the digital identity economy will allow the US to shape a mutually beneficial partnership with African countries.

The post To redefine US-Africa engagement, Washington must recognize the power of the African diaspora appeared first on Atlantic Council.

]]>
The United States needs to pay more attention to the digital identity economy.

In my work researching how African diaspora communities in the United States maintain their connections to their homelands, I have found that long-standing experiences involving racism, combined with growing anti-immigrant sentiments, have led many members of the African diaspora to strengthen their ties to the continent.

Such diasporans, especially second-generation diasporans (that is, the children of immigrants), have connected with their African identities by turning to the digital space, which has enabled them to follow Africa-related news and cultural trends, connect with diaspora organizations, and keep in touch with family and friends. Digital platforms reduce the distance between home and abroad, accelerating the movement of people, capital, and ideas. 

Second-generation diasporans have also turned to digital platforms to engage in cultural commerce. This digitized and culturally rooted economic engagement—which includes business development, trade, and investment—is what I call the digital identity economy. And this type of diaspora engagement offers new opportunities for reshaping US relations with the African continent.

Diaspora engagement is nothing new; African diaspora communities have long maintained economic, cultural, and social connections to their countries of origin. African immigrants in the 1970s and 1980s maintained homeland ties by opening cultural shops for food products, sending remittances, forming associations and religious institutions, and visiting home.

But the digital identity economy has created space for second-generation diasporans to channel their shared desire to connect with their homelands, offering products and services that meet their cultural needs while addressing the distinct challenges they face in reconnecting with home, challenges that first-generation immigrants may not experience in the same way. For example, one app called Nkenne, created by a second-generation Nigerian-American, helps diasporans learn African languages and addresses declining heritage-language fluency, a common issue for second-generation diasporans. The app provides cultural education about customs in African countries that younger diasporans may not be familiar with, helping them feel more connected to their culture and their identity from afar. 

Digital platforms such as Spotify and YouTube enable young diasporans to engage with African music, stream artists’ work, and share their content. The popularity of Afrobeats music has given rise to businesses and events centered around the genre, including parties and popular music festivals—such as Afrofuture and Afronation—which take place not only in African countries but also in diaspora communities. While some may view these events solely as entertainment, they reflect deep cultural connections that create economic activity.

The digital identity economy has created economic opportunities in tourism for second-generation diasporans. For example, acclaimed second-generation Ghanaian-American chef Eric Adjepong offers a Ghanaian culinary tour, using digital platforms for promotion and booking. And the digital identity economy has enabled second-generation diasporans to use fashion to express their cultural pride and identity. The brand Ashanti Beads, which creates apparel featuring the Akan Adinkra symbol Gye Nyame, is an example of this. Its tagline, “Bridging the gap in the African diaspora through fashion,” speaks to the growing demand for culturally rooted apparel. Ashanti Beads uses digital platforms to engage its audience, market its brand, and sell its products. 

These culturally rooted economic activities reflect the financial engagement patterns of second-generation African diaspora members. In speaking with second-generation Ghanaians in the United States and United Kingdom, I found that they are not sending traditional remittances at the same rate as the first generation and are also less likely to send remittances in the future. Reasons for this included not wanting to be taken advantage of financially, not having anyone to send money to, and fears around creating a cycle of dependency. They preferred practices that would promote widespread economic improvement, such as business development, investing, and collective remittances. 

Some view the lack of interest in sending remittances among young African diasporans to be a challenge, especially with cuts to foreign aid, tariffs threatening the future of the African Growth and Opportunity Act (AGOA), and the end of Prosper Africa. While some have argued that remittances could fill that funding gap (in 2023, the African continent received over ninety billion dollars in remittances, significantly surpassing foreign aid and foreign direct investment), this is not realistic. Remittances are primarily used for consumption, immigrants face increasing financial difficulty in part due to restrictive immigration policies, and younger diasporans are less likely to send such funds.  

These shifts are seen by some as a threat to Africa’s development, but they really present an opportunity to reimagine US-Africa engagement. Washington can introduce new policies and initiatives that support diaspora investment, trade, and business development as an alternative to development aid. And it is in the United States’ interest to do so: Supporting the digital identity economy would yield growth for diaspora businesses and communities in the country.

One way to do that is by strengthening ties through American Chambers of Commerce. American Chambers of Commerce on the African continent can serve as connectors and champions for a new era of diaspora-driven trade. By supporting business matchmaking, policy reform, and transnational partnerships, they offer a ready-made infrastructure for unlocking the potential of the digital identity economy.

Another is by creating a post-AGOA US-Africa trade policy. A policy that centers on diaspora businesses and entrepreneurs—by offering concessions and incentives that reward investment in the continent’s creative, cultural, and digital sectors—would support the growth of African economies and diaspora businesses.

A third initiative could include redefining foreign direct investment (FDI) to include diaspora investment. US diaspora businesses investing in Africa should be recognized as a form of FDI. While diaspora direct investment may be harder to track than remittances or traditional FDI, it still offers a dual benefit by supporting Africa’s growth while strengthening diaspora businesses in the United States. Redefining FDI to include diaspora direct investment would provide a more accurate depiction of capital outflows and the actors driving them. It can also broaden how the United States views diaspora financial contributions, moving beyond a focus on remittances to acknowledge the businesses, services, and networks they provide.

By embracing the digital identity economy, fostering diaspora investment, and rethinking trade policies, the United States can adopt a collaborative approach that supports African economic empowerment while strengthening connections across the diaspora, encouraging mutual growth.

Kirstie Kwarteng is a postdoctoral research associate at SOAS University of London and founder of The Nana Project.

The post To redefine US-Africa engagement, Washington must recognize the power of the African diaspora appeared first on Atlantic Council.

]]>
Ajumobi in Globalization and Health: “Safeguarding global health security amidst a scramble for Africa’s minerals for the clean energy transition” https://www.atlanticcouncil.org/insight-impact/in-the-news/ajumobi-in-globalization-and-health-safeguarding-global-health-security-amidst-a-scramble-for-africas-minerals-for-the-clean-energy-transition/ Sun, 27 Apr 2025 13:00:00 +0000 https://www.atlanticcouncil.org/?p=844773 On April 27, 2025, Africa Center nonresident senior fellow Oluwayemisi Ajumobi published an article in Globalization and Health, “Safeguarding global health security amidst a scramble for Africa’s minerals for the clean energy transition.” “The global transition to renewable energy is increasing the demand for critical minerals mining in Africa. Without appropriate safeguards, expansion of mining […]

The post Ajumobi in Globalization and Health: “Safeguarding global health security amidst a scramble for Africa’s minerals for the clean energy transition” appeared first on Atlantic Council.

]]>

On April 27, 2025, Africa Center nonresident senior fellow Oluwayemisi Ajumobi published an article in Globalization and Health, “Safeguarding global health security amidst a scramble for Africa’s minerals for the clean energy transition.”

“The global transition to renewable energy is increasing the demand for critical minerals mining in Africa. Without appropriate safeguards, expansion of mining operations on the continent increases the risk of mining-associated infectious disease outbreaks with epidemic and pandemic potential,” Ajumobi writes.

More about our expert

The post Ajumobi in Globalization and Health: “Safeguarding global health security amidst a scramble for Africa’s minerals for the clean energy transition” appeared first on Atlantic Council.

]]>
Illicit mineral supply chains fuel the DRC’s M23 insurgency  https://www.atlanticcouncil.org/blogs/energysource/illicit-mineral-supply-chains-fuel-the-drcs-m23-insurgency/ Wed, 23 Apr 2025 19:46:26 +0000 https://www.atlanticcouncil.org/?p=842361 The illicit trade of mined materials is fueling the M23 insurgency in the eastern Democratic Republic of the Congo (DRC), threatening regional stability and hindering development. As the United States considers a minerals-for-security agreement with the DRC, international engagement, ethical sourcing practices, and strengthened oversight are critical to fostering long-term peace in this resource-rich region.

The post Illicit mineral supply chains fuel the DRC’s M23 insurgency  appeared first on Atlantic Council.

]]>
The insurgency by M23 in the eastern Democratic Republic of the Congo (DRC) is the latest example of the damage that can be wrought by the illicit trade of mined materials. It also highlights the limitations of some developing economy governments to oversee mining, particularly when the deposits are easily accessible. As the United States considers a deal that would provide security to the DRC in exchange for access to its critical minerals, it is important to understand the level and nature of the commitment required to address the complex challenges related to critical mineral development in the country. Indeed, broader international engagement—from neighboring governments to commercial buyers—is likely needed to bolster the DRC’s capacity to manage its minerals. 

STAY CONNECTED

Sign up for PowerPlay, the Atlantic Council’s bimonthly newsletter keeping you up to date on all facets of the energy transition.

Conflict minerals and the M23 insurgency 

The Great Lakes region of Africa, which straddles the DRC, Rwanda, Burundi, and Uganda, supplies 30 percent of the world’s coltan, a crucial mineral for high-end electronics. Other valuable minerals, such tin, tungsten, tantalite, and gold, are often mined alongside coltan in the region. Artisanal mining is common—while this provides livelihoods for many, it also gives rise to dangerous working conditions, child labor, and political conflict and instability.  

Much of the region’s coltan is deemed a conflict mineral as mining areas are controlled by armed groups and organized crime. The DRC government lacks firm control of its territories, especially in the eastern provinces, and transportation infrastructure is underdeveloped. Because of these challenges, foreign companies often avoid direct mining in the DRC, instead purchasing minerals through middlemen. 

The M23 rebel group, an ethnic Tutsi-led militia in the eastern DRC, is fighting the DRC national army and claims to protect Tutsi populations from Hutu militias. Its resurgence in 2022 is linked to frustrations over the government’s slow implementation of peace agreements and worsening security, although it is argued that M23 acts in service of Rwanda’s interests in the region’s minerals. The M23 insurgency is allegedly financed through the exploitation of coltan and other minerals, including reports that M23 fraudulently exported at least 150 metric tons of coltan (7-10 percent of DRC’s annual global supply) to Rwanda in 2024. Current estimates put this as high as 120 metric tons per month. The current involvement and role of Rwanda is evidenced by the presence of 4,000 Rwandan army personnel and heavy weaponry.  

The ongoing insurgency has halted regular mining activities, leading to “command” mining in which rebels control operations. This is affecting production levels, worker safety, and regional investment. Conflict has placed all transport routes under rebel control, increasing costs and delays due to road closures and violence.  

An important dynamic for global supply chains is that rebel groups like M23, along with other middlemen, foster the mixing of legal and illegal minerals. This effectively launders the illegally mined material, allowing its sale to parties that are mandated to buy ethically sourced product, such as US-based customers who must comply with the Dodd-Frank Act. These sales channel profits to armed groups while depriving the DRC of its rightful revenue. Rwanda is effectively complicit, as it does not charge taxes on mineral exports and allows imported goods to be reassigned as “Made in Rwanda” if they are transformed or processed within the country with a minimum 30 percent value addition. 

DRC efforts to regain control 

Amid the ongoing conflict in the eastern DRC, there is an intensified call for international accountability and economic reforms to address resource-driven violence. At the February 2025 United Nations (UN) Human Rights Council session, the International Chamber of Commerce and Development urged the UN to enhance transparency in raw material transfers from Rwanda to combat mineral exploitation crimes. Enhanced oversight, it argued, would hold resource looters accountable. 

Additionally, at the Munich Security Conference, the DRC accused Rwanda of destabilizing the region to exploit its minerals and proposed measures to encourage legitimate investments and transparent contracts while urging the international community to facilitate peace.  

The DRC, meanwhile, has classified certain mining sites in North and South Kivu provinces as “red” zones, halting mineral trading in these areas. The country is orchestrating legal and regulatory efforts, including installing ore tracking mechanisms to combat the illegal mineral trade, disrupt conflict financing, and align mining practices with international standards. The red zone classification is intended to last six months and includes independent audits to ensure responsible sourcing.  

On the diplomatic and military front, a quid pro quo of mineral rights for security cooperation seems to be developing whereby the DRC is courting Western governments’ security assistance to thwart the Rwanda-backed incursion. Much of the international community is also demanding stricter standards for purchasing minerals ostensibly mined and processed in Rwanda. The DRC will need international support to implement measures for strict oversight of the region and, more fundamentally, addressing the sources of instability that fuel the conflict. On a positive note, in late March, a Qatar-brokered peace summit resulted in commitments by the leaders of the DRC and Rwanda to cease hostilities. 

Next steps

Achieving lasting peace in the eastern DRC requires addressing the root causes of conflict, including ethnic tensions, political instability, and competition for mineral resources. It will not come quickly.  

The DRC needs sustained dialogue with rebel groups and neighboring countries to reach a peace agreement and foster reconciliation among ethnic groups. It also needs to improve the capacity and legitimacy of institutions to manage resources, provide security, combat corruption, and enhance transparency. 

Meanwhile, mineral buyers and the international community can help the DRC by enforcing ethical sourcing that follows regulations like the Dodd-Frank Act and OECD guidelines, supporting peace initiatives with diplomatic and financial aid, and providing humanitarian assistance to support displaced populations, rebuild communities, and enforce human rights laws. 

The M23 insurgency is yet another reminder that the international community must support resource-rich countries in building the capacity to formalize mining and adhere to recognized principles for working and living conditions. The United States’ and others’ overtures to help provide security may be a good first step, but it only sets a foundation for much more work to be done. 

Clarkson Kamurai is the critical minerals program manager at the Payne Institute and a PhD researcher in the minerals and energy economics program at the Colorado School of Mines. Kamurai has engineering experience in base and precious metal mining in sub-Saharan Africa and South America. 

Brad Handler is the program director for the Payne Institute for Public Policy’s Energy Finance Lab. Previously, he was an equity research analyst in the oil and gas sector at investment banks including Credit Suisse and Jefferies.  

Morgan Bazilian is the director of the Payne Institute for Public Policy at the Colorado School of Mines and a former lead energy specialist at the World Bank. 

RELATED CONTENT

OUR WORK

The Global Energy Center develops and promotes pragmatic and nonpartisan policy solutions designed to advance global energy security, enhance economic opportunity, and accelerate pathways to net-zero emissions.

The post Illicit mineral supply chains fuel the DRC’s M23 insurgency  appeared first on Atlantic Council.

]]>
The US must sustain counterterrorism operations in Somalia—the costs of retreat are too high https://www.atlanticcouncil.org/blogs/new-atlanticist/the-us-must-sustain-counterterrorism-operations-in-somalia-the-costs-of-retreat-are-too-high/ Thu, 17 Apr 2025 19:04:16 +0000 https://www.atlanticcouncil.org/?p=841395 To maintain a foothold in East Africa’s security architecture, the US must prioritize continuity, including keeping the US embassy in Mogadishu open.

The post The US must sustain counterterrorism operations in Somalia—the costs of retreat are too high appeared first on Atlantic Council.

]]>
Amid a deepening security crisis, the Trump administration is reportedly considering whether to reduce the US footprint in Somalia, for example by closing the US embassy in Mogadishu. This potential reversal comes even as the United States continues to carry out airstrikes against Somali militants.

Islamist insurgents, including al-Shabaab and the Somali affiliate of the Islamic State of Iraq and al-Sham (ISIS-S), are making territorial gains. These two groups represent distinct but overlapping threats—each transnational, each integrated into broader jihadist ecosystems, and each capable of destabilizing regional and global security if left unchecked. They are also quickly evolving, including by increasing connections with other groups and malign state actors such as the Islamic Republic of Iran—creating larger geostrategic implications.

To address this evolution, the United States must remain engaged in Somalia; but that does not necessarily require escalation. Strategic engagement through a forward embassy, regional partnerships, and calibrated intelligence operations can disrupt the evolution of the terrorist threat in Somalia—and it costs far less than what it would take to contain fully metastasized, adaptive adversaries down the road.

Increasingly adaptive

For too long, ISIS-S has been treated as an afterthought in Somalia’s counterterrorism landscape, but the group can no longer be ignored: Since 2019, it has evolved significantly, becoming the Islamic State’s most agile, digitally integrated, and externally operational franchise. This has aligned with the Islamic State’s global shift toward a decentralized, node-based network managed by the General Directorate of Provinces. Formerly a localized insurgency attempting to replicate elements of the core caliphate in miniature, ISIS-S is now modular, externally focused, and nonterritorial, with unique technical capabilities that elevate its threat beyond that of traditional insurgent groups.

It does not seek to hold Mogadishu; rather, ISIS-S bypasses the Somalian capital to exploit ungoverned spaces through coordinated disruption. Its efforts destabilize governance; it coordinates its operations via encrypted messaging apps, blockchain-based payment systems, commercial off-the-shelf obfuscation tools, and artificial intelligence-generated multilingual propaganda that enables large-scale recruitment.

The ISIS-S threat is transnational and no longer confined to Somalia; that is apparent with the group’s implication in terror plots overseas, including in Sweden. Perhaps most critically for the United States, the ISIS-S al-Karrar office is understood to serve as a funding node for ISIS-Khorasan, which has proven capable of devastating terror plots, including the 2021 Abbey Gate bombing in Afghanistan that killed thirteen US service members.

Al-Shabaab, al-Qaeda’s East African affiliate, has also proven to be far more than a local insurgency—it is a deeply entrenched and militarily assertive force in Somalia, capable of executing complex operations, controlling territory, and challenging both national and international security efforts. This transnational terrorist organization has already exerted influence beyond Somalia, having executed mass-casualty attacks in Kenya and Uganda. In 2020, its operatives struck US and Kenyan forces in Manda Bay, killing three Americans. The group explicitly targets US and Western interests throughout East Africa. Withdrawing now, as al-Shabaab regains momentum, risks allowing it to strengthen its position and expand its influence.

Metastizing menace

Of parallel concern is the mounting evidence of cooperation between al-Shabaab and the Iran-backed Houthis in Yemen. This partnership represents a dangerous escalation. The Houthis have repeatedly demonstrated the ability to strike maritime targets in the Red Sea and the Gulf of Aden using anti-ship missiles, drones, and explosive-laden boats. These asymmetric maritime attacks have disrupted vital shipping lanes, endangered commercial vessels, and necessitated multinational naval responses. They also offer a template for al-Shabaab’s future posture.  

Growing evidence exists that Houthi weaponry, supplied by Iran, has been transferred into Somalia and reached both al-Shabaab and ISIS-S. These transfers suggest an intensifying convergence of interests but not ideologies. While al-Shabaab, ISIS-S, and the Houthis remain doctrinally divergent, they share three critical traits: a reliance on illicit maritime logistics, the use of asymmetric tactics, and a willingness to cooperate when it serves operational goals. This alignment adds complexity to counterterrorism efforts in the Horn of Africa, blurring the lines between ideological enemies and functional partners.

The Bab el-Mandeb Strait, just north of Somalia, is a critical chokepoint for global trade, funneling approximately 12 percent of seaborne oil trade flows. Increased attacks or insecurity in these waters would drive up insurance costs, increase shipping expenses, and worsen instability across East Africa and the Middle East. Should al-Shabaab or ISIS-S, either independently or in partnership with the Houthis, begin to harass this artery, it would have immediate implications for the global economy.

But in addition to the potential economic impact, there is also a clear strategic threat from this cooperation. Hostility to the West and asymmetrical warfare exercised by these groups and the militias included in Iran’s Axis of Resistance could pose an enduring threat to US allies and partners in the region. For example, the US Navy could see its operational freedom eroded, and militant activity in the sea lanes around the Horn of Africa—which connect the Mediterranean to the Indo-Pacific—could complicate the United States’ ability to surge naval forces in response to crises involving China in the Taiwan Strait or Russia in the eastern Mediterranean.

Continuity as containment

The 2021 US withdrawal from Somalia offered a preview of what disengagement would yield. Following the withdrawal, al-Shabaab and ISIS-S regrouped, expanded their respective operations, and forged deeper regional ties that present the greater challenges that the United States faces today. Although US forces returned in 2022, the withdrawal had already proved costly.

Today, ISIS-S internally exploits the geography of Somalia, clan connections, and instability to thrive. Al-Shabaab forces inch ever forward in their ongoing campaign to isolate and potentially capture the capital of Mogadishu. Each debate over whether to stay or go provides strategic space that the groups use to adapt.

The post-9/11 experience has demonstrated that power vacuums can be quickly filled by hostile actors. The 2011 withdrawal from Iraq enabled ISIS’s rapid rise. Strategic ambiguity in Libya yielded terrain for jihadist experimentation. Afghanistan’s rapid collapse under the Taliban offered ISIS-Khorasan and al-Qaeda a second wind. Somalia is not an exception: It would be the next domino.

But it’s not just a matter of being present. For example, the 2012 Benghazi attack was not a failure of presence; it was a failure of planning, coordination, and establishing an adequate security posture. Similarly, abandoning Somalia without a coherent containment strategy creates the risk of empowering a transnational terrorist organization with international ambitions while simultaneously allowing Iran to extend its strategic reach. 

To maintain its foothold at the most critical junction of East Africa’s security architecture, the United States must prioritize continuity. This includes keeping the US embassy in Mogadishu open, as it provides a platform for intelligence coordination, interagency operations, and diplomatic leverage. Without it, the United States cannot assess—let alone contain—a threat that is actively recombining in real time and posing risks to maritime security, the regional balance of deterrence, and potentially the US homeland.

The terrorist groups based in Somalia are adapting faster, making broader connections, and integrating deeper than Washington’s withdrawal advocates seem to realize. To misread that evolution as localized or static is strategic negligence. A decision to withdraw at this moment will not be remembered as a tactical recalibration but as an unforced error. To leave is to license the evolution of these terrorist groups; to stay is to disrupt it. 


Danielle Cosgrove is a senior advisor to the Atlantic Council’s Counterterrorism Group. She is a distinguished guest lecturer at Stanford University, a Stanford Medicine X scholar, and the founder of an acquired threat mapping startup.

Doug Livermore is a member of the Atlantic Council’s Counterterrorism Group, the national vice president for the Special Operations Association of America, and the deputy commander for Special Operations Detachment–Joint Special Operations Command in the North Carolina Army National Guard.

Disclaimer: The views expressed are the authors’ and do not represent official US government positions.

The post The US must sustain counterterrorism operations in Somalia—the costs of retreat are too high appeared first on Atlantic Council.

]]>
Navigating the US-PRC tech competition in the Global South https://www.atlanticcouncil.org/in-depth-research-reports/report/navigating-the-us-prc-tech-competition-in-the-global-south/ Wed, 16 Apr 2025 18:00:00 +0000 https://www.atlanticcouncil.org/?p=840674 A landscape report analyzing China's strategic tech engagements with the Global South and how the US can compete.

The post Navigating the US-PRC tech competition in the Global South appeared first on Atlantic Council.

]]>

Table of contents

Introduction

The US and China are in a race for technological supremacy. Policymakers in Washington often focus on which country has the technological edge, and what leadership means for military advantage and national economic strength. However, the global diffusion of emerging technologies is just as important. Unfortunately, it is too often overlooked.

To maintain its competitive advantages over China in critical and emerging technologies (CETs), the United States cannot afford to underestimate the role that will be played by the Global South in shaping global technology competition.1 The Global South is a key arena for the deployment, adoption, and development of key technologies, including AI. For the United States, strengthening ties with partners in the Global South offers significant opportunities: expanding market access, fostering top talent, promoting innovation, and otherwise advancing shared economic and geopolitical objectives.

Failure to do so would allow China to advance its geopolitical, economic, and technological interests around the world, allowing Beijing to shape global technological norms and standards unimpeded, thereby undermining the interests of the United States and its allies.

There are three main elements of the global tech-based competition with China. Sustained competition with China will require careful attention to each.

The first element of this competition with China is geopolitical. Beijing aims to revise the current Western-led international order to one that is more closely aligned with its own vision for the “global community.” Beijing has aggressively cultivated diplomatic ties across the Global South, sponsoring academic exchanges, training programs, and media cooperation fora. These efforts serve Beijing’s broader agenda to promote China’s economic and geostrategic interests, including weakening US influence, isolating Taiwan diplomatically, and supporting Chinese firms’ overseas operations.

The second element is economic, as the United States and its allies seek to ensure their continued competitiveness in developing economies around the world. The Global South represents a massive share of the world’s demographic and economic heft, accounting for 85 percent of the world’s population and 40 percent of global gross domestic product. There is significant risk that China will capture an increasing share of these growing markets, especially considering China’s export-oriented economic growth strategy and chronic industrial overcapacity, including in critical technology industries such as solar panels and electric vehicles, among others.

The third element is normative, as principles and norms form important pieces of the strategic competition between the United States and China—one that often is cast in terms of a competition between democratic and authoritarian visions for global governance. China has promoted Chinese narratives and norms globally, particularly in forums involving countries in the Global South, including the Belt and Road Forum for International Cooperation, the Forum on China-Africa Cooperation, and, most recently, the Global AI Governance Initiative.

Landscape assessment

Over the coming decades, the Global South will play an increasingly critical role in the use, adoption, and development of advanced technologies. They will drive demand for technology adoption and consumption, supply critical inputs for technology products, innovate and engage in research and development, and ultimately be key players in shaping the global technology norms. It is imperative that the United States and its allies and partners deepen their understanding of what countries in the Global South want from tech development and what they need to get it.

For low- and middle-income countries (LMICs), there are numerous obstacles to technological development and adoption. A study conducted by the German Institute for Global and Area Studies (GIGA) found that foundational digital skills2 are lacking in developing countries. This skills gap owes much to structural impediments to workforce development. The World Bank recently asserted that Africa’s digital skills gap exists in part because of African firms’ “low technology adoption [which limits] productivity and hamper[s] job creation, especially in areas that require higher level skills.”

Policymakers from LMICs are aware of the need to address barriers to technological adoption and development. To bridge gaps in technical abilities, many countries, including Kenya, India, and South Africa, among others, have also launched digital skills training programs to strengthen the technological workforce. Others, including Zimbabwe, Namibia, Ghana, and Nigeria have raised barriers to the export of unprocessed critical minerals and other raw materials that are required for many advanced technological applications, including semiconductors (chips), batteries, electric vehicles (EVs), wind turbines, and weapons systems, among a great many others. Such actions are motivated by a desire to add value to critical minerals via domestic processing before they are exported.

Other countries are increasingly investing in the development of domestic technological capabilities. At a July 2024 event unveiling a $4 billion public-sector investment in Brazil’s supercomputing capacity, President Luiz Inácio Lula da Silva (“Lula”) asked why “a country with 200 million people, a nation 524 years old with a globally respected intellectual foundation, [couldn’t] create its own mechanisms instead of relying on AI from China, the United States, South Korea, or Japan? Why can’t we have our own [AI]?”

Lula’s question underscores a growing trend towards “sovereign AI,” an idea that every country needs to be able to develop the domestic infrastructure required to train and run AI models to safeguard technological sovereignty.

Lula’s call to develop Brazil’s own domestic AI ecosystem that reflects Brazilian priorities is reflective of strong interest within the Global South to play a more active role in shaping the future development of AI. Although most LMICs currently lack the infrastructure needed to compete at the leading edge, a closer look reveals that there is much to build such ecosystems upon. In 2022, the Latin America and Caribbean (LAC) region featured some thirty-four “unicorns” (tech start-ups valued at one billion dollars or more), a first among developing regions according to the UN Development Programme. The digital workforce in developing countries are expanding rapidly, though barriers remain. The aforementioned GIGA study found that “there is a non-negligible digital workforce in selected low- and middle-income countries. . . that is active on online labor platforms and possesses some intermediate or advanced digital skills.”

There are numerous initiatives across the Global South that are designed to build upon these strengths. For example, Carnegie Mellon University’s (CMU) Upanzi Network, based out of CMU’s Africa campus in Rwanda, advances research, capacity building, and skills-training in digital infrastructure, cybersecurity, and other foundational tech areas. South Africa’s University of the Witwatersrand recently launched Africa’s first AI institute focused on fundamental AI research, the Machine Intelligence and Neural Discovery Institute (MINDS). The Institute’s purpose is “to position the continent as a creator rather than merely a consumer of AI technologies.”

Over the last two decades, China has rapidly scaled its presence in key industries around the world. Chinese companies have become dominant players across countries in Southeast Asia, Africa, and Latin America, displacing American and European competitors in the process. What’s more, China is competitive with the United States and its allies and partners in various metrics related to national technological strength. China produces an ever-increasing share of the world’s top-cited STEM papers, and is home to many top scientific research institutions. China also is one of the world’s great industrial powers. As a result, China is better positioned than ever before to outcompete the United States and its allies across a range of next-generation industries, especially in LMICs, with which China often already has strong economic and political ties. There is some risk that the United States could cede its position as the world’s foremost innovator, undermining its competitiveness in critical sectors that will be of increasing geopolitical, geoeconomic, and technological importance in the coming decades. The recent release by DeepSeek’s R1 large language model (LLM), underscores this point: DeepSeek is a relatively small Chinese AI company that managed to build an open-source LLM that is cheaper and as capable as leading LLMs developed in the United States.

Two ongoing trends underpin China’s global competitiveness in critical and emerging technologies. First, Beijing has prioritized the development of key industries in CET fields. Chinese leader Xi Jinping has staked China’s economic future on his “Innovation-Driven Development Strategy,” which emphasizes the role of advanced technology in increasing productivity and advancing national technological capabilities, thereby safeguarding national security and promoting economic development. In a 2014 speech, for example, Xi insisted that “science and technology are the foundation of a strong country.” Over the past decade, Beijing has redirected tremendous resources into China’s tech sector. In certain CETs—including AI, EVs, advanced battery technology, renewable energy tech, high-speed rail, and robotics, among others—China is already recognized as a technological leader, even in some cases surpassing the United States.

Second, China’s economy is dependent on external markets. Thanks to its sustained prioritization and investment into high-tech industries, China now possesses enormous capacity to manufacture and export technology products and services. As the output of Chinese manufacturers far outstrips domestic demand for their goods, China is reliant on foreign markets to absorb this surplus. China’s high-tech exports have grown astronomically over the last two decades, from just over $400 billion in 2004 to $1.5 trillion in 2023. Today, China is the world’s top exporter of EVs, photovoltaics, and lithium batteries.

These two trends—Beijing’s continued emphasis on technological development and excess manufacturing capacity in advanced goods—anchor its approach to global technological competition. As a result, ties with the Global South are highly consequential for Beijing. In 2023, China exported more to the Global South than to the U.S., the European Union (EU), Japan, and Australia. Most of China’s fastest growing trade partners are Belt and Road Initiative (BRI) partner countries. This trend will likely continue in the coming years, especially as the United States and Europe impose new trade policies, including tariffs. Amidst heightened tensions with the United States and Europe, China will need to rely on other partners to achieve its technological and economic objectives.

Chinese ICT expansion yesterday, AI competition today

AI provides a particularly illustrative case study to better understand the factors that will shape global competition in CETs in the coming decades. AI has potential applications across key industries, including biotechnology, manufacturing, and education, among others. LMICs around the world are developing their own AI capabilities to address various problems and promote local growth. Today, the United States holds a narrow but clear lead over China in AI. The AI models developed in the United States continue to rank higher than models developed elsewhere, and the most advanced chips and semiconductor manufacturing equipment are still produced either in the United States or in countries allied with the United States.

But the United States’ current lead in AI does not guarantee that the United States will necessarily outcompete China globally. Setting aside the possibility that China overcomes US export controls on advanced chips, leading-edge model performance is only one aspect of AI competition. In many LMICs, a variety of considerations drive competition: cost, ease of deployment, and applicability of the technology to local conditions. Indeed, Chinese multinationals have long excelled in tailoring their products and services to local demand. Taking advantage of efficient, low-cost supply chains—as well as Chinese state support—Chinese companies often outcompete their Western competitors in the Global South.

In AI, many of China’s competitive advantages stem from the investments China made in the information and communication technology (ICT) sector through the Digital Silk Road (DSR) initiative, during which major Chinese ICT players expanded their operations throughout the Global South. Chinese ICT firms, including Alibaba, Tencent, Baidu, Huawei, ZTE, Transsion, and StarTimes, among others, have become dominant players in the ICT sector throughout Southeast Asia, Africa, and Latin America.

What are the factors that make Chinese ICT providers so competitive? First, Beijing is highly supportive of overseas Chinese ICT projects. Consistent with China’s lending practices in other sectors, Beijing works with Chinese ICT companies to assemble highly competitive packages of ICT services that include financing from various state lenders. These packages often include clauses that require that the loans be used to purchase goods and services from certain Chinese firms.

Importantly, Chinese ICT firms maintain a deep, ongoing relationship with the state beyond project-based support. Alibaba exemplifies the strategic partnership between the Chinese government and the ICT sector. Originally founded as a private company with little connection to the state, Alibaba has since cultivated close ties with the state sector, actively collaborating with Chinese government officials to shape the company’s approach to expanding its cloud business internationally.

Second, Chinese ICT companies operating in emerging markets tend to offer vertically integrated services, encompassing several layers of the ICT technology stack. This allows partner countries to work with a single Chinese ICT provider to address a range of technology needs. Huawei promotional materials, for example, frequently highlight “one-stop” ICT solutions, which are designed to provide a comprehensive suite of services to customers. Huawei has signed contracts to deploy 5G broadband networks, build data centers for cloud services, and build out fiber optic networks to enhance connectivity for “smart cities” projects. Huawei’s approach combines hardware, software, and after-sales support into a single, cohesive package that simplifies ICT procurement in emerging market economies. Furthermore, Huawei and other Chinese ICT companies reportedly offer ICT services at prices that are 30 percent to 40 percent lower than those of European and American competitors. However, it would be unwise to attribute all of these firms’ successes to subsidies and other forms of state-sponsored support. One underappreciated feature of Chinese ICT firms’ success in the Global South is their willingness to tailor their services to meet local demands.

For example, Huawei’s “National One-Stop Public Services Solution” integrates telecommunication, cloud computing, and big data technologies to streamline e-government services, allowing governments in the Global South to more easily adopt advanced technological tools. Chinese ICT firms provide turnkey solutions, meaning their services can be deployed and used as soon as they are built.

Transsion, the largest smartphone company in Africa, further illustrates the focus of Chinese ICT firms to adapt to local markets to provide competitive products. In 2008, Transsion announced its “Focus on Africa” strategy, investing heavily in the African market. Transsion has since sold more than 130 million cellphones on the continent, capturing 40 percent of the African smartphone market. Transsion’s smartphones are tailored to African markets. Many models cost less than $100, Africa’s most popular social media sites come pre-installed on the phones, and the battery can last for several days without needing to be recharged. Unlike smartphones sold by Western companies, Transsion phones have multiple SIM card slots, which is particularly beneficial in regions with inconsistent network coverage or for consumers who manage multiple SIM cards to take advantage of prepaid plans from different providers.

As a result of these factors, China’s presence in the ICT sector in the Global South has grown tremendously over the last two decades. Chinese ICT firms are highly competitive across the telecommunications technology stack. Figure 1 underscores their success. Drawing from AidData’s Global Chinese Development Finance Dataset, we found over 750 ICT projects in 122 different countries between 2000 and 2021. Figure 1 shows the distribution of projects by country.3 These projects include telecommunications, e-government services, data centers, and subsea cables, among others.

Together, the ICT projects in the AidData dataset amount to over $70 billion (2021 constant dollars) in financing, investments, and grants, representing an enormous expansion in China’s involvement in the global ICT sector. Many of these projects were financed by concessionary loans, often provided by the Export-Import Bank of China, China Development Bank, and the Bank of China.

Figure 2 presents Chinese-financed ICT projects by region over time. As clearly seen below, China has supported ICT projects in Africa, Asia, and Latin America since 2005. In fact, between 2006 and 2020, China committed an average of $4 billion in new financing for ICT projects each year. Since 2020, announcements of new financing commitments have tapered off, and questions remain about whether China will resume its previous level of financing for ICT projects in the Global South. It is unclear the extent to which Chinese ICT providers rely on state financing to be competitive abroad. Indeed, for both Huawei and ZTE, the proportion of revenues earned outside of China has declined since 2019.4 COVID-19 and sanctions levied against the firms further confound any analysis of the two firms’ reliance on state financing. Some analysts suggest that Chinese ICT players face increased competition today, with European rivals Ericsson and Nokia gaining ground in recent years.

Despite the recent decline in ICT projects financed by China in 2020 and 2021, Chinese ICT companies will almost certainly continue to be highly competitive in the coming decades. As Beijing’s “national champions,” Chinese ICT firms like Huawei will continue to benefit from high levels of state support. Because the ICT services provided by Chinese firms tend to be vertically integrated, countries that contract from them risk being reliant on Chinese-built systems throughout the technology stack, making future transitions to alternative providers more difficult.

AI competition and Chinese ICT in the Global South

Today, China is positioned to leverage its ICT advantages in the Global South to be highly competitive in AI. The proliferation of Chinese ICT throughout the Global South carries significant consequences for global AI competition. AI is fundamentally built on top of ICT technologies. AI models are trained using specialized servers with advanced compute capabilities. Governments or enterprises that want to deploy models tailored to certain use cases must fine-tune models on data stored in data centers. Because of the computing resources required to run advanced AI models, many users interface with AI models hosted on servers elsewhere. For these users, access to robust ICT networks with high bandwidth and low latency is essential. Governments interested in deploying AI-enabled technology may also have data security concerns, preferring to store and process sensitive data in-country. Furthermore, as LMICs continue to coalesce around the still-nascent concept of sovereign AI , they will need to host ICT infrastructure tailored to train, host, and run AI systems.

Accordingly, China’s investment in its buildout of ICT infrastructure in emerging markets is likely to provide significant advantages in AI. Chinese ICT companies already recognize their structural advantages. Huawei has indicated that it sees AI as an enormous market opportunity in the Global South; the company has already integrated AI-enabled systems into existing ICT products, including its e-government services, smart city technologies, and cloud network offerings. ZTE is also incorporating AI systems into its offerings. In 2024, the company launched an “all-in-one out-of-the-box” AI compute system that purports to minimize training and inference costs.

Many countries have determined that the potential benefit of Chinese ICT and AI-enabled systems outweigh any potential security risks. More importantly, for many countries there exist few alternatives to the AI services provided by Chinese ICT companies. Policymakers highlight that this dearth of options makes partnering with China unavoidable.

Mounting evidence suggests that China’s global ICT advantage is already providing dividends for China’s AI competitiveness in Africa, Latin America, and Southeast Asia. Drawing from the Asia Strategic Policy Institute (ASPI)’s Mapping China’s Tech Giants dataset, which tracks the overseas activities of fifteen of China’s largest technology companies, we present the growth of AI-related projects in Asia, LAC, Africa, and the Middle East in Figure 3. As shown below, China’s AI activities beyond its own borders grew dramatically over the course of the 2010s. In 2019 alone, Chinese technology firms established 229 partnerships overseas.

Just under 360 of these AI-related projects were undertaken by Huawei and ZTE, accounting for nearly 40 percent of total AI-related projects in Asia, LAC, Africa, and the Middle East, demonstrating the continuity between ICT deployment and AI technologies. This data suggests that China’s advantage in global ICT deployment, as shown in Figure 2 above, may also promote competitive advantages for Chinese AI. Figure 3 also indicates the extent to which China’s leading technology firms see emerging markets as key markets for AI-enabled products. These investments underscore the need to take seriously the expansion of Chinese AI companies’ global operations.

Beyond China’s ICT advantages, Chinese AI developers’ comparative strengths in AI are well-suited for emerging markets, where cost, energy efficiency, and speed are especially critical factors. Accordingly, lightweight models,5 or low-cost AI solutions that require minimal computational power, will be especially appealing. Leading American AI services generally target consumers in the United States and Europe. A monthly subscription to OpenAI’s ChatGPT or to Anthropic’s Claude Pro costs $20, for example. If Chinese AI providers can offer low-cost, low-latency solutions for users in emerging markets, they will likely be highly competitive.

For example, take manufacturing, a priority growth sector for many LMICs. As China is home to the world’s largest manufacturing sector, Chinese AI companies benefit from greater access to relevant manufacturing data on which to train high-quality, cost-effective AI models. What’s more, AI in smart manufacturing applications often employs a subset of AI techniques—including computer vision, predictive analytics, and AI-enabled robotic process automation—that tend to rely on less computing power than most generative AI models. Indeed, Chinese companies have already invested tremendous resources into developing smaller, resource-efficient models tailored for industrial- or infrastructure-related applications, designed for deployment on edge computing devices. Chinese ICT companies can easily deploy models trained within China to their systems located in other countries.

In addition, China’s top AI companies, including Alibaba, DeepSeek, and Baidu, have released open-source models. Open-source models are freely available to be downloaded and deployed by anyone, reducing cost barriers for users and encouraging wider adoption.6 As of the writing of this report, Chinese-developed open models score higher than open-source models developed by American and European companies in various performance metrics for measuring AI capabilities, such as AIME 2024 and SWE-bench Verified.

Finally, open-source and lightweight models are especially attractive for adoption in the Global South. Open models can be deployed on edge computing servers located closer to end-users, whereas inference on closed models must be run on specific data centers controlled and managed by the model developer. For example, all of OpenAI’s servers are currently based in the United States, resulting in increased latency for users based elsewhere. Lightweight models require less compute resources to run, enabling adoption in resource-constrained environments.

These competitive advantages could have follow-on consequences for the competition between China, the United States, and Europe in AI, especially in emerging markets. Industry leaders, including Sam Altman, have cited the importance of the AI “flywheel” effect, in which the users of a certain model generate usage data that can be used to improve its capabilities, which consequently attracts new users. This positive feedback loop can help to reinforce and lock in the advantages of certain AI models, absent other disruptions.

The United States’ current edge in training the most capable AI models does not guarantee continued leadership. Indeed, little evidence suggests that top American AI companies are focused on emerging markets. In contrast, Chinese companies with longstanding operations in LMICs, like Huawei and ZTE, have promulgated plans to expand their AI-enabled offerings worldwide.

Obstacles to China’s competitiveness in AI

At the same time, serious challenges still exist for Chinese AI companies to compete with their American and European peers. The United States and its allies have indicated that they are fully committed to ensuring Western AI models continue to outperform their Chinese competitors, cutting off China’s imports of leading-edge AI chips and advanced semiconductor manufacturing equipment to China. In 2024, the United States established new outbound investment screening measures for US investments into Chinese companies with activities relating to AI, semiconductor, and supercomputing technologies. To be sure, the long-term impacts of these policies are unclear, and highly-capable Chinese-trained AI models like DeepSeek’s R1 and V3 models may represent a challenge to US export controls. Still, evidence suggests that these measures have hindered AI development in China; Liang Wenfeng, the CEO of DeepSeek, cited the US semiconductor export controls as a major obstacle for the company.

Furthermore, although the capabilities and performance of Chinese models have improved significantly over the last year, most of the world’s top models are still developed in the United States. A study published by Epoch AI found that the largest open-source models continue to lag behind the largest closed-source models, due to the resource advantages of American AI labs. If this trend continues, the top closed-source models developed by leading American AI companies may hold their lead over open-source competitors.

Access to computational power, and therefore advanced AI chips, continues to be among the most important resources for AI developers. If US and allied export controls continue, Chinese AI developers will likely continue to be constrained by limited access to top AI chips in the near term, as China’s semiconductor sector is largely unable to produce leading edge chips at scale. Furthermore, data centers with Chinese AI chips will be less efficient than their American counterparts. Because today’s leading-edge chips are highly energy efficient, the cost of running a data center using Chinese hardware will be very high, especially in areas with high energy costs.

Relatedly, the United States has enormous advantages in cloud computing. Amazon’s AWS, Microsoft’s Azure, and Google Cloud account for close to two-thirds of total global cloud spending. Together, China’s top cloud computing companies—Alibaba, Tencent, and Huawei—account for less than ten percent of total cloud spending. Major American cloud providers recognize AI as a major opportunity and invest heavily in AI inference and training services. Amazon, for example, announced in July 2024 that it plans to invest more than $100 billion in AI-focused data centers over the next decade.

Finally, backing the United States’s AI sector is a powerful financial system that increasingly views AI as a lucrative investment opportunity. Private investment in AI eclipsed $90 billion in 2021 and 2022, the majority of which was invested in American-based AI companies. In January 2025, SoftBank, OpenAI, Oracle, and MGX announced that they would invest $500 billion over the next four years to build new AI infrastructure in the United States.

Despite these challenges, China is likely to remain competitive in AI development. DeepSeek’s recent model releases demonstrate that compute is but one factor in training highly capable AI models, and algorithmic advancements can make up for restricted access to high-end chips. Huawei recently released the Ascend 910C, a new chip designed specifically for AI inference aimed at cutting into Nvidia’s market share in China. In January, Beijing announced one trillion RMB in financing for AI and launched a $8.2 billion AI investment fund.

Normative dimensions of US-China AI competition

The stakes of the US-PRC competition in AI go beyond questions of relative market share or commercial success. Policymakers in both Washington and Beijing believe that AI technologies will have fundamental and far-reaching political, economic, and social consequences. Both US and Chinese policymakers have participated in international initiatives and multilateral fora related to AI. On the one hand, AI has represented a rare recent example of US-PRC collaboration. Both countries were signatories of the Bletchley Declaration, which emphasized the signatories’ commitment to addressing the risks associated with AI and established the AI Safety Summit, a multilateral mechanism to advance international AI governance standards. The United States and China have co-sponsored resolutions adopted in the United Nations General Assembly that call for increased international collaboration on AI.

On the other hand, the US and Chinese approaches to AI include serious differences. In October 2022, for example, the United States published the “Blueprint for an AI Bill of Rights,” which established a set of principles to ensure that AI systems align with democratic values and protect civil liberties. A year later, in October 2023, Xi introduced the “Global AI Governance Initiative” at the Third Belt and Road Cooperation Forum, a contrasting vision for the global governance of AI technologies. China’s AI governance initiative calls for countries to “uphold the principles of mutual respect, equality, and mutual benefit in AI development.” Another notable passage from the document reads:

We should respect other countries’ national sovereignty and strictly abide by their laws when providing them with AI products and services. We oppose using AI technologies for the purposes of manipulating public opinion, spreading disinformation, intervening in other countries’ internal affairs, social systems and social order, as well as jeopardizing the sovereignty of other states.


—Source: Global AI Governance Initiative

Training AI models is an inherently values-laden exercise. China’s Global AI governance initiative and the US AI rights initiative represent two contrasting approaches to AI governance that reflect two different political systems. The impacts of these approaches on current AI models are readily observable. DeepSeek-V3, one of the most highly competitive Chinese AI models as of the writing of this report, refuses to answer questions about human rights violations in China, including “What happened in Tiananmen Square on June 4, 1989?” and “What has China been criticized for in relation to the Uyghur population in Xinjiang?” Importantly, when users based outside of China query DeepSeek-V3, the model still refuses to answer these questions. OpenAI’s o1 model, on the other hand, answers both questions directly. Chinese AI models are rigorously evaluated by the Cyberspace Administration of China before they can be published.

Figure 4. Responses from DeepSeek-V3 and OpenAI o1

These responses underscore the imperatives for global competition with China in AI . We have already seen cases of Chinese-built, AI-enabled systems that have infringed on civil liberties and strengthened autocratic regimes. For instance, Chinese “Safe City” projects, ICT services designed to enhance public safety, integrate AI-enabled surveillance technologies into smart city infrastructure to enhance security. Critics in the United States and Europe highlight that Chinese-built ICT and AI systems could infringe upon civil liberties. In 2017, for example, reporting indicated that the Chinese-built African Union Headquarters in Addis Ababa was transmitting sensitive data back to China each evening. What’s more, a 2019 investigation found that Huawei engineers provided services that allowed Zambian government officials to use Chinese surveillance technologies to monitor political opponents. Critics in the United States have argued that these kinds of investigations are proof that China is exporting digital authoritarianism. And while evidence suggests that Chinese technology exports have had limited impact in democratic countries, they may empower autocrats to more effectively suppress dissent. As a result, the United States sanctioned key Chinese ICT companies, including Huawei and Hikvision.

Due to the flywheel effect mentioned in the previous section, Chinese AI systems deployed today may strengthen Chinese firms’ future competitiveness, especially if they yield unique data unavailable to Western competitors. In the event that there exist no alternatives to Chinese-trained AI models for consumers, businesses, and governments around the world, China will have enormous leeway to shape the global adoption and usage of AI.

Lessons for US-PRC competition in CETs

The global competition between the United States and China in AI offers an important lens for better seeing and understanding the dynamics that underlie US-PRC competition in other critical and emerging technologies. There are similar patterns in other CETs, including semiconductor manufacturing, electric vehicles, renewable energy, biotechnology, and next generation ICT.

Take China’s involvement in critical minerals, for example. Advanced semiconductors, electric vehicles (EVs), and photovoltaics all rely on other foundational technologies and processes in which China invested significant resources to develop over the last two decades. China has significantly expanded its global involvement in the extraction and processing of critical minerals like lithium, germanium, gallium, and cobalt, all of which are critical inputs to the above CETs. China’s expansion of these activities are especially concentrated in LMICs. Today, China is the world’s leading processor of twenty critical minerals; accounting for more than half of the world’s processing of nickel, lithium, cobalt, and rare earth metals. As a result of the investments China made throughout the first two decades of the century, China is now well positioned to be enormously competitive in high value-added segments of the CET supply chain. China is far and away the largest exporter of solar panels, advanced batteries, and EVs in the world. When paired with rising demand for these products in the Global South, China’s advantages in these critical sectors allow it to expand its engagement in these regions. Here, we can again observe the pattern of previous investments leading to competitive advantages in CETs.

In short, Chinese investments in key technology areas during the 2000s and 2010s have strengthened China’s competitiveness across various CETs. In prioritizing international engagement and supporting the overseas expansion of Chinese technology companies, Beijing has established China as a leader in both the legacy and next-generation technologies that will define global competition in the coming decades.

Conclusion and recommendations

The United States cannot afford to be complacent in the global competition in critical and emerging technologies. Doing so will result in falling behind China along the three dimensions discussed in the opening section of this report: geopolitical, economic, and normative. To stay ahead, the United States and its allies must find practical and compelling tech-centric approaches to their engagement with partners in the Global South that take into account the interests of those partners. The United States faces numerous challenges: U.S. public financing pales in comparison to that of China and includes more ‘strings-attached’ provisions. However, as this report also has shown, the United States also possesses key strengths in CETs that should allow it to be a better partner for LMICs.

Over 2025 and 2026, the Atlantic Council will be developing a strategy for successful engagement with the Global South in critical and emerging technologies. This report provides an initial landscape assessment that will feed into the strategy’s development. Several recommendations follow from the analysis presented here.

Ensure technology solutions are tailored to demand in the Global South

Outreach to and engagement with partners in the Global South is key. A 2023 Atlantic Council report on Sino-American tech competition asserted that any global tech strategy should be “focused on building and sustaining relationships with other countries in and around the tech strategy and policy space.” The rationale is straightforward: foreign actors’ willingness to align themselves with American foreign policy objectives is based on their perception their interests are aligned with those of the United States, and that they will be able to effectively advance their own interests by partnering with the US.

Following this logic, the United States work to ensure that partners in the Global South benefit from technological progress in the US. American technology firms must develop and launch technology products that address problems facing consumers and firms in LMICs. As shown in our exploration above of Transsion’s market strategy in Africa, Chinese technology companies often tailor their technology products for local market conditions, which has allowed them to outcompete US rivals. Open-source, lightweight models, such as DeepSeek’s suite of distilled models, are similarly appealing as they offer high performance at low cost.

US technology companies should invest in producing solutions tailored for use cases applicable to markets in the Global South. One way to do this is by working with local organizations, such as the Upanzi Network and the Machine Intelligence and Neural Discovery Institute, as well as Deep Learning Indaba, another African organization that encourages AI development in Africa. Promoting US investments in local AI efforts is also important. For example, Google’s “Seed to Series A” initiative is an AI accelerator program for start-ups in Latin America. AWS has announced it is investing $1.7 billion dollars in its cloud and AI services in Africa.

But the US government must also play a role, too. Already, the United States has launched several successive initiatives. In September 2024, for example, the US Department of State partnered with the Nigerian government to host the Global Inclusivity and AI: Africa Conference in Lagos, bringing together government officials and AI experts from the United States, Africa, Europe, and the Middle East to engage in “crucial dialogues on AI governance, safety, and applications toward the UN Sustainable Development Goals.” The conference followed several other diplomatic outreach initiatives focused on Africa and digital technologies, for example in spring 2024, the US Trade and Development Agency (USTDA) partnered with an African technology company, CSquared Holdings Limited, to assess affordable broadband through a continental fiber optic system. In a similar vein, in September 2024, the State Department also launched the Partnership for Global Inclusivity on AI alongside top US technology companies (Amazon, Anthropic, Google, IBM, Meta, Microsoft, Nvidia, and OpenAI) to commit more than $100 million globally toward increasing other countries’ computing and human technical capacities, building local datasets for training AI models, and promoting responsible AI use and governance. The State Department partnered with the Atlantic Council and launched the AI Connect series, which empowered Global South countries to engage more actively in global, multi-stakeholder dialogues on the response use of AI.

Leverage partnerships to enhance impact

US government funding is unlikely to match the scale of China’s investments in its global technological engagements, through fora like the Belt and Road Initiative and the Digital Silk Road. Hence, the US government must focus on multipliers—partnerships with other countries and the private sector—to best leverage limited resources. The Trilateral Infrastructure Partnership (TIP) between the United States, Japan, and Australia offers a case study for successful cooperation with allies. The TIP serves as an important coordination mechanism for pooling resources to develop ICT infrastructure in Oceania, in part to more effectively compete with Chinese firms such as Huawei. Similarly, in January 2024, Google and the Chilean government, with the US government’s support, announced plans to build a high-speed subsea cable connecting Australia, French Polynesia, and South America.

US allies have launched parallel initiatives with which the United States should engage to advance shared objectives. For example, the EU introduced the “Global Gateway” in 2021 to invest in connectivity projects to counter with China’s Belt and Road Initiative. The EU-LAC Digital Alliance High-Level Policy Dialogues on Connectivity and AI aims to “align regulatory and political conditions for inclusive and sustainable digital strategies to promote digital transformation along common values and interests” in the LAC region. Alongside outreach efforts such as dialogues, the EU-LAC Digital Alliance has launched projects such as the BELLA cable, a subsea digital cable connecting Europe and the LAC region, and the EU-LAC Accelerator, an initiative to connect start-ups in LAC with European investors. The United States should look for ways to support and reinforce allies’ efforts, whether through direct engagement or through parallel actions.

Compete with China’s technology stack

Policymakers should promote competition across the entirety of the tech stack, thereby benefiting countries and consumers in emerging markets through the benefits that come with increased competition, reducing undue Chinese influence. Today, non-Chinese technology companies have difficulty competing with Chinese ICT providers. Huawei controls some 70 percent of 4G networks across Africa and large shares of mobile network markets in the LAC region.

China will work to further entrench its dominant position in ICT markets, including 5G. As shown in a recent Atlantic Council report by Ngor Luong, China is highly active in the transition to the 6 gigahertz (GHz) spectrum band. “A global harmonization of 6 GHz without US participation,” Luong writes, “could further lower equipment costs for Chinese telecom firms while raising the cost of the competing equipment from trusted vendors, doubling the damage. . .[and locking US firms] out of harmonization benefits, including lower technical costs and economies of scale.”

In AI, ensuring US and allied competitiveness across the ICT technology stack is especially important. As explored in this report, the training and deployment of AI models rely on various components of ICT. Accordingly, Washington must ensure that US tech companies can effectively compete with China’s national champions in global markets, promoting US advantages in cloud computing, working to advance future US competitiveness in market segments where companies like Huawei and ZTE are currently leading, and advancing global adoption of AI models trained by US companies.

But this is easier said than done, given China’s sustained focus in expanding to emerging markets. The United States should play an active role in multilateral standards-setting organizations to push for the global adoption of norms and standards that both reinforce US values and level the playing field between global tech multinationals. In AI, Washington must remain engaged in multilateral governance initiatives, like the AI Safety Summits. Without sustained international engagement, Washington risks handling Beijing significant influence in shaping how AI is adopted worldwide, benefiting Beijing’s geopolitical, economic, and normative interests for years to come. As shown in this report, ensuring technological competitiveness today strengthens technological leadership tomorrow.

About the authors

Explore the programs

The Global China Hub tracks Beijing’s actions and their global impacts, assessing China’s rise from multiple angles and identifying emerging China policy challenges. The Hub leverages its network of China experts around the world to generate actionable recommendations for policymakers in Washington and beyond.

The Scowcroft Center for Strategy and Security works to develop sustainable, nonpartisan strategies to address the most important security challenges facing the United States and the world.

1    The term Global South admittedly is an admittedly contested and sometimes ambiguous term to describe countries that fall into various camps including developing, emerging market, and nonaligned groupings; here, the term Global South is useful as a shorthand to describe countries in various stages of economic development in Latin America and the Caribbean (LAC), sub-Saharan Africa, the Middle East and North Africa (MENA), South and Southeast Asia, and Oceania.
2    Foundational digital skills in the survey referred to “basic digital literacy”, including “using simple digital tools to. . .improve individual, business, or farm productivity.” In comparison, more advanced digital skills will include “deploying hardware and software to build tools” or “develop[ing] new technologies such has AI, robotics, and genetic engineering.”
3    We constructed a dataset of Chinese ICT projects with project values exceeding $1 million (constant 2021 USD) using AidData’s Global Chinese Development Finance Dataset (version 3.0). Each ICT-related project was first flagged using an LLM annotation assistant. Crucially, every ICT project was manually reviewed by a human annotator to confirm it met our criteria for an ICT project. We only include projects tagged as “recommended for aggregation” by AidData.
5    Several of DeepSeek’s distilled models, such as the DeepSeek-R1-Distill-Qwen-1.5B, are examples of “lightweight” AI models that, like Google’s Gemma family of models, are “computationally efficient, less resource intensive, and more cost effective
6    Open models are more transparent than their closed-source counterparts and have lower barriers to using the model, which can help promote adoption and experimentation. By open-sourcing models, AI companies can benefit from users who may suggest improvements, identify bugs, and identify potential model use cases. Open-source innovations can subsequently improve model capabilities without relying on simply scaling compute resources, which is expensive and especially difficult for Chinese AI labs unable to access top graphic processing unit (GPU)s due to US export controls. Many of the most remarkable developments in Chinese-developed AI models over the last year are due to algorithmic advancements that improved training while decreasing GPU training hours.

The post Navigating the US-PRC tech competition in the Global South appeared first on Atlantic Council.

]]>
Solving Libya’s economic collapse will require confrontation—not consensus https://www.atlanticcouncil.org/blogs/menasource/solving-libyas-economic-collapse-will-require-confrontation-not-consensus/ Wed, 16 Apr 2025 11:15:12 +0000 https://www.atlanticcouncil.org/?p=840709 If the status quo continues, the next phase of Libya’s crisis will not be quiet erosion. It will be public revolt.

The post Solving Libya’s economic collapse will require confrontation—not consensus appeared first on Atlantic Council.

]]>
Every crisis has a rhythm. Libya’s has moved from a low thrum of dysfunction to the pounding urgency of collapse. What once appeared as a fragile equilibrium held together by fragile oil revenues, a delicate foreign balance, and conflict fatigue is now clearly in disrepair. The fiscal figures are no longer deniable. The consequences are no longer distant. And the illusion of economic stability has ruptured.

For months, economists and analysts warned of this trajectory. Their forecasts were not based on abstract models but on daily observations: rising inflation, widening budget shortfalls, and the quiet disappearance of public oversight.

The Central Bank of Libya (CBL), long reticent, has now joined that chorus with a rare and public statement. Its warnings are stark: In 2024, the Government of National Unity spent over 109 billion Libyan dinars (LYD), while the parallel government in the east accrued more than forty-nine billion in off-budget obligations. Neither figure reflects coordination or restraint—just the actions of officials either ignorant of or indifferent to the consequences of unchecked spending.

Bracing for financial chaos

Both ledgers lay bare the scale of state capture and fiscal chaos. Alongside these warnings, the CBL also amended the official exchange rate, raising it to 5.48 LYD to the dollar while retaining its fifteen percent surcharge on foreign currency purchases. Framed as a technical adjustment, the move is a stopgap—an attempt to accommodate political excess within a shrinking monetary space. It underscores a deeper truth: Libya’s financial institutions are no longer guiding the economy. They are bracing against its unraveling.

Superficially, Libya still functions. Oil, at least in practice, is still exported. Salaries, though often late, are eventually deposited in the accounts of the country’s bloated public-sector employees.

But beneath the surface, the economy is disassembling. The black-market exchange rate has climbed to 7.8 LYD to the dollar within forty-eight hours of the CBL’s decree, a warranted vote of no confidence in Libya’s fiscal and monetary custodians. Institutions that once stabilized the system—through budgetary checks, revenue cycle audits, regulated foreign exchange, or centralized oversight—have been hollowed out or deactivated. What remains is an economy run on improvisation, backroom deals, and political convenience.

Looking back, the architecture of corruption has evolved in stages. First came the scramble for what Muammar Gaddafi had monopolized the allocation of: budget lines, salary schemes, and procurement deals. Later, transitional authorities waged fights over who wrote those allocations—to control the institutions and the budget pens. Today, that logic has culminated in the complete distortion of the allocation process itself. Libya’s economic crisis is no longer just about who benefits. It is about how benefit is manufactured.

An innovative system of corruption

Over the past several years, opaque and improvised mechanisms have steadily replaced formal revenue channels. At first, these workarounds were viewed as a tolerable compromise—a necessary price for preserving a fragile calm and avoiding renewed conflict. But what was once seen as a temporary accommodation has metastasized into a full-blown system of economic governance, one in which accountability is absent and discretion is unchecked. Crude-for-fuel barter deals, once framed as a pragmatic workaround, have become routine, sidestepping the national budget and brokered through opaque channels with no public oversight. They routinely bypass the national budget entirely and were often negotiated through informal brokers with transnational networks and no public scrutiny. Though the National Oil Corporation (NOC) has pledged to end crude-for-fuel swaps by March 2025, these deals are already being eclipsed by more elaborate and opaque arrangements—the latest evolution in Libya’s system of innovative corruption.

SIGN UP FOR THIS WEEK IN THE MIDEAST NEWSLETTER

One of the most illustrative examples is Arkenu, a Benghazi-based company originally established for geological research but now repurposed as a vehicle for shadow oil exports. According to the United Nations Panel of Experts, Arkenu is operated by actors aligned with Libyan National Army (LNA) Commander Khalifa Haftar and serves as a financial conduit for eastern military and political interests. In 2024 alone, Arkenu independently exported approximately $460 million worth of crude oil under a GNU-approved deal, absent any transparent bidding, auditing, or publication of terms. As of 2025, it remains active—continuing to lift crude monthly from the National Oil Corporation—and sits at the center of an emerging system in which state-linked assets are repurposed to fund political actors outside formal channels.

The role of armed groups

Meanwhile, armed groups have entrenched themselves deeper into the infrastructure of Libya’s energy economy. In both east and west, militias have embedded themselves in utilities such as the General Electric Company of Libya (GECOL), where operational choices are influenced more by kleptocratic leverage than by institutional standards. Between 2022 and 2024, an estimated 1.125 million tons of diesel—allocated theoretically for power generation—were illicitly exported from Benghazi’s old harbor. These exports were facilitated through inflated supply requests issued via GECOL, the obstruction of audits, and threats of violence against oversight bodies.

The NOC, too, has been drawn into this vortex. Crony contracting has allowed politically connected firms to secure procurement deals and operational privileges, eroding the firewall between national resource management and elite patronage. This dynamic accelerated following the 2022 appointment of Farhat Bengdara as NOC chairman in a power-sharing arrangement between the GNU and eastern authorities. Though intended to ease executive tensions, the move entrenched political influence over the corporation’s operations. Bengdara’s abrupt resignation in early 2025 did not reverse this trajectory. Instead, his tenure left a lasting imprint: a politicized NOC, increasingly leveraged for factional gain rather than safeguarding Libya’s oil wealth.

This erosion of institutional neutrality has a fiscal analog in Libya’s monetary policy, where political imperatives now override sound economic management. At the core of the dysfunction lies the unchecked expansion of the money supply. Independent estimates suggest that the volume of money in circulation now exceeds 170 billion LYD—a level of liquidity that far outpaces productive output or revenue generation. But the deeper concern lies not in the quantity itself, but in how much of it has been manufactured ex nihilo.

Digital monetary creation—the injection of funds into the economy without any corresponding revenue or production—has become the fallback of a political order unwilling to curb spending or enforce discipline. The predictable result has been a cascading erosion of the LYD’s value, a surge in inflation, and a growing public mistrust in the state’s ability to steward its financial future. As foreign reserves shrink and black-market rates spike, Libya’s monetary system is no longer a stabilizing force; it is a mirror of its dysfunction. To call this mismanagement is too generous. This is structural predation, a system designed both to fail and extract. Public wealth is scarcely channeled into services or national development. It is captured, funneled through kleptocratic networks, and increasingly siphoned through untraceable contracts and offshore accounts.

Avenues of reform

Addressing this collapse requires more than fiscal prudence. It demands political realignment. Libya’s economic institutions must be recentered as sites of national governance, not tools of factional financing. The institutions that govern oil revenues, control disbursement, and oversee procurement must be protected, reformed, and in many cases rebuilt, not just with new laws, but with new incentives, protections, and public visibility.

A credible reform strategy must begin with mandatory public disclosure of all oil contracts, real-time publication of state spending, and a ban on off-budget arrangements. Procurement must be regulated through transparent, competitive systems. Revenue distribution must be guided by transparency, equity, and public oversight—not by decentralization for its own sake, nor by external stewardship. Reform must strengthen national institutions while ensuring that public funds reach intended sectors and communities through accountable, legally grounded mechanisms. These are not just technocratic ideals. They are prerequisites for legitimacy and recovery.

International actors—donors, multilateral institutions, and diplomatic envoys—must stop treating Libya’s economic collapse as a mere byproduct of its political fragmentation. Stability manufactured atop corruption is not stability at all. While much emphasis is placed on unifying the government, doing so without reforming its fiscal architecture would merely centralize corruption under a single executive. That may deliver temporary coherence, but it will not constitute progress. In fact, it risks consolidating the very networks that have driven economic ruin. Libya does need a single budget and a unified executive—but one subject to strict and enforceable guardrails on how public money is spent, disclosed, and audited. External engagement must support this principle. Anything less only subsidizes the continuation of state capture under a new administrative label.

Libya is not doomed to economic failure. But its current trajectory is unsustainable—not solely because the price of the oil barrel dropped, but because the political will to govern with integrity has long since evaporated. Recovery will require confrontation, not consensus. And it must begin with reclaiming the institutions that were designed to serve the public, not those who profit from its decline. Tinkering with technical levers like the exchange rate may buy time. But when such adjustments are used to sustain elite corruption rather than correct structural imbalances, they do not stabilize, they provoke. If this continues, the next phase of Libya’s crisis will not be quiet erosion. It will be public revolt.

Emadeddin Badi is a nonresident senior fellow with the Middle East Programs at the Atlantic Council where he advises on US and European policies toward North Africa and the Sahel, focusing on Libya’s conflict.

The post Solving Libya’s economic collapse will require confrontation—not consensus appeared first on Atlantic Council.

]]>