Mining & Minerals

Kamoa-Kakula Copper Complex

One of the world's largest and highest-grade copper complexes, with power supply and export logistics as the defining constraints.

Capacity

Multi-phase concentrator capacity; see operator disclosures

Status

Operating with phased expansion and on-site smelter

Simandou Iron Ore

High-grade iron ore development integrating a mine with roughly 600 km of new railway and a deepwater port, transforming Guinea's logistics base.

Capacity

High-grade iron ore; see operator disclosures

Status

Mine, trans-Guinean railway and port under development

Balama Graphite Operation

One of the world's largest natural graphite operations, supplying feedstock into the battery anode value chain.

Capacity

Natural flake graphite; see operator disclosures

Status

Operating with production rates managed to market conditions

Kansanshi S3 Expansion

Expansion of Zambia's largest copper mine through a new processing train, central to national copper output growth targets.

Capacity

New processing train raising throughput; see operator disclosures

Status

Expansion executing

Kabanga Nickel Project

One of the largest development-stage nickel sulphide deposits worldwide, paired with a planned in-country hydrometallurgical refinery.

Capacity

To be verified

Status

Development stage

Husab Uranium Mine

Large open-pit uranium mine supplying the nuclear fuel cycle, exporting through Walvis Bay.

Capacity

To be verified

Status

Operating

Tenke Fungurume

One of the largest copper-cobalt operations in the world, central to global cobalt supply.

Capacity

Major copper and cobalt output; see operator disclosures

Status

Operating

Copper

The core electrification metal. African supply is concentrated in the Central African Copperbelt across the DRC and Zambia.

Cobalt

Battery cathode input produced largely as a copper by-product in the DRC, which accounts for the majority of world mine supply.

Bauxite

Guinea is the world's largest bauxite exporter; the strategic question is how much value is captured through domestic alumina refining.

Iron Ore

Simandou introduces a new high-grade supply source into the seaborne market, with rail and port capacity as the critical path.

Gold

Ghana, South Africa, Mali, Tanzania and Burkina Faso anchor African gold output across large-scale and artisanal production.

Graphite

Anode feedstock. Mozambique and Tanzania hold some of the largest natural flake graphite resources outside China.

Lithium

Zimbabwe, Mali, Namibia and Ghana have moved African hard-rock lithium from exploration into production and concentrate export.

Uranium

Namibia and Niger are the principal African suppliers into the nuclear fuel cycle.

Nickel

Kabanga in Tanzania is one of the largest development-stage nickel sulphide deposits globally.

Africa's critical minerals: concentrate exporter or materials producer?

Graphite, lithium, nickel and cobalt endowments are established. Processing location is the open question that determines value capture.

African copper growth is a power and logistics problem

Grade is not the constraint in the Central African Copperbelt. Firm electricity and export corridor capacity are.

Why bauxite value addition keeps stalling

Alumina refining is capital-heavy and energy-intensive; the economics turn on long-term power price, not on ore availability.

Country intelligence: Mozambique resource economy

Gas, graphite, coal, heavy sands and aluminium in one economy — and the infrastructure that determines whether they connect.

From molecules to metal: can Mozambique convert gas into industry?

Mozambique's strategic question is not whether it can export LNG, but whether any of those molecules become domestic industrial capacity.

African liquefaction capacity: what is actually under construction

Separating announced capacity from sanctioned, financed and physically progressing capacity across Nigeria, Mozambique and Egypt.