Industrials, Manufacturing & Trade News
More newsCritical minerals, critical choices: Navigating US tariffs, Chinese dominance and African sovereignty
The global landscape for critical minerals has undergone a fundamental transformation in 2025–2026, shifting from speculative interest to entrenched resource nationalism and intense geopolitical competition. Central to this shift is the Group of Twenty (G20) Critical Minerals Framework, adopted at the 2025 Johannesburg Summit, which seeks to reconcile the Global North’s urgent demand for energy-transition minerals with the industrial ambitions and sovereignty of the Global South. For South Africa and Namibia, the framework represents a precursor to far-reaching legislative overhauls mandating local beneficiation and strengthening national development objectives.
South Africa remains an industrial titan, but the trajectory has shifted
The African Development Bank’s 2025 Africa Industrialisation Index (AfDB Index) has produced a result that deserves more nuance than most commentary has given it. For the first time since the index was launched in 2010, Morocco has edged past South Africa to claim the top ranking. The margin was negligible – a difference of 0.0019 points – but the trend it reflects should not be dismissed on that basis
From ambition to execution: reflections from DEVAC 2026
Nearly two weeks on from the DEVAC Infrastructure Summit, one theme continues to standout: The challenge is no longer identifying infrastructure opportunities - it is delivering them at scale.





