
Landslide at Eastern DRC Coltan Pits Kills Over 200, Exposes Supply and Safety Risks
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M23 Reignites Fight Over DRC Mineral Zones
Violence has surged again in eastern DRC as national forces, local militias and M23 units clash over lucrative mining belts; a separate catastrophic slope collapse at artisanal coltan/tantalum workings near Rubaya — an area under M23 control — has killed more than 200 people and underscored both humanitarian and supply-chain vulnerabilities.

Congo Export Curbs Drive Global Cobalt Shortage Through 2030
Export restrictions by the Democratic Republic of Congo have tightened cobalt flows, creating a projected supply gap that could persist through 2030 and strain EV and battery supply chains. Traders and downstream buyers are accelerating stockpiles, alternative chemistries, and recycling strategies as price volatility and sourcing risk surge.

M23 Drone Strike in Goma Kills French UN Aid Worker
A drone strike in Goma hit a residential compound, killing a French United Nations aid worker and damaging an expatriate house near Lake Kivu . The incident sharpens operational risks for humanitarian programs and highlights rapid militarization of small drone arsenals in eastern Democratic Republic of Congo.

U.S.-backed consortium moves to buy 40% of Glencore copper and cobalt assets in the DRC
Glencore and the Orion Critical Mineral Consortium have signed a non-binding MoU that would give Orion CMC a 40% interest in Glencore’s Mutanda and Kamoto Copper Company operations in the Democratic Republic of Congo, implying a combined enterprise value near $9 billion. The deal would grant the consortium governance rights over board representation and the ability to direct the sale of its share of production under the U.S.-DRC strategic framework, while Glencore would continue operating the sites pending approvals and due diligence.
U.S. Officials Press AVZ Minerals to Transfer DRC Lithium Stake to American Buyer
Senior U.S. officials met with executives of Perth-listed AVZ Minerals to press for the sale of its interest in the Manono lithium deposit in the Democratic Republic of Congo to a U.S. company. The intervention fits a broader pattern—seen in recent U.S.-backed proposals for copper and cobalt assets—that uses public-private arrangements and non-binding memoranda to steer strategic mineral supplies toward Western buyers, raising questions about sovereignty, contract stability and investor confidence.
Codelco signals prolonged lower throughput at El Teniente after fatal collapse
Codelco forecasts that production at its El Teniente copper complex will stay below prior levels for roughly five years following a deadly collapse that closed part of the mine. Management expects about 301,000 metric tons of copper output this year and says limited recoveries are possible but a full return to previous throughput will be slow.

DR Congo establishes U.S.-backed copper route to Saudi Arabia and the UAE
The Democratic Republic of Congo has agreed to route copper shipments to Saudi Arabia and the UAE via a U.S.-backed vehicle tied to a non-binding memorandum that would give the consortium rights over a 40% economic interest in two Glencore DRC assets. The proposed arrangement — linked to Orion Critical Mineral Consortium and subject to due diligence and approvals — aims to lock in dedicated copper and cobalt flows for Western partners while diversifying buyers beyond traditional Asian traders.

Zimbabwe Lithium Export Ban Tightens Global Supply
Zimbabwe halted lithium concentrate exports, sparking a sharp rally in lithium carbonate futures and lifting Australian miner stocks. The move tightens near-term battery-material supply and forces downstream buyers to scramble for alternatives.