Critical minerals have turned the Lobito power gap into a strategic asset
The United States’ focus on energy constraints along the Lobito Corridor shows that copper and cobalt logistics cannot scale without equally serious investment in power.
A Cabanga Africa Publication
Africa Thinks Here
On-the-ground business intelligence in Botswana and Lesotho, since July 2019.
The United States’ focus on energy constraints along the Lobito Corridor shows that copper and cobalt logistics cannot scale without equally serious investment in power.
Claims of economic resilience become useful to business only when they can be traced to sectors, foreign-exchange capacity, investment flows and the ability to absorb external shocks.
S&P’s B-/B affirmation points to higher hydrocarbon and mining production, infrastructure investment and services—but the same concentration that supports growth also defines the frontier-market risk.