It is often said that Africa holds close to a third of the world’s known reserves of the minerals essential to the energy transition and emerging industrial technologies. The figure appears so frequently in policy papers and investor decks that it has become almost rhetorical, a shorthand for potential rather than a measure of realised strategy. But that is beginning to shift, at least at a discernibly faster pace.
Over the past year, policymakers across several of the continent’s major producers…
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