A three-year investigation by the Environmental Investigation Agency (EIA) and Congolese NGO Premi Congo uncovered severe health consequences for communities living near the Tenke Fungurume Mine (TFM) in the Democratic Republic of Congo, the world's largest copper-cobalt mine.
Residents report nosebleeds, coughing up blood, and a troubling rise in stillbirths, all linked to high levels of sulfur dioxide emitted by a processing plant at TFM operated by Chinese mining giant CMOC Group.
Luke Allen, a senior African program campaigner and one of the authors of the report, joins Eric & Géraud to discuss how the investigation also exposed major problems in corporate certifications that are supposed to call out this kind of environmental harm, but instead gave cover to the very companies causing it.
📌 Topics Covered in this Episode:
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Chinese Vice President Han Zheng was in Kenya this week, where he oversaw the first shipment of agricultural products that will enter the Chinese market duty-free. There's a lot of excitement across the continent about China's removal of all import tariffs for goods from 53 African countries.
But Yan Liang, an economics professor at Willamette University, argues it's not going to make much of a difference to reduce the swelling trade deficit that most African countries now have with China. Yan joins Eric to discuss a recent paper she wrote that explores China's evolving economic relationship with Africa and how the continent's lack of industrial capacity, among other factors, will keep the trade relationship between these two regions largely intact.
📌 Topics Covered in this Episode
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While the Trump administration has taken a hard line toward Africa through aid cuts, travel bans, and pressure on governments like South Africa, it has also generated more investor excitement in Washington than we've seen in years. Donald Trump's new transactional foreign policy for the continent is prompting newfound enthusiasm from U.S. mining, oil, and security companies.
But translating that enthusiasm into actual engagement won't be easy. The majority of U.S. companies taking the first steps into the continent's critical minerals sector, for example, are small, inexperienced, and lag far behind their Chinese competitors.
Maureen Farrell, a non-resident senior fellow at The Atlantic Council, is in the midst of co-writing a six-part series of recommendations for U.S. policymakers to bolster U.S. security and economic engagement in Africa. Maureen joins Eric & Géraud to explain why Guinea, Libya, and Mozambique are of particular interest.
📌 Topics Covered in this Episode
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X: @ChinaGSProject | @eric_olander | @christiangeraud
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For decades, the United States was the dominant provider of aid and humanitarian assistance to African countries. That changed last year with the closure of USAID. Washington now says it wants to prioritize trade over aid and is pursuing a more transactional approach to development assistance, linking support to mining access and data-sharing agreements.
China, by contrast, has never been a major aid provider by traditional standards. Beijing argues that its support for African countries comes primarily through concessional financing and infrastructure development. Like the United States, China is frequently accused of using assistance as a tool to advance broader geopolitical interests.
Obert Hodzi, a senior lecturer at the University of Liverpool and a leading China–Africa scholar, and Santino Regilme, a lecturer at Leiden University, recently published a new book comparing U.S. and Chinese aid strategies in Africa. They join Eric and Cobus to discuss why the two approaches may appear similar at first glance but remain fundamentally different.
📌 Topics Covered in this Episode
• African countries push back on new U.S. aid deals • Washington's shift from aid to trade and strategic partnerships • China's infrastructure-focused development model • Aid as a tool of geopolitical competition • Growing African agency in negotiating foreign assistance • Key differences between U.S. and Chinese aid strategies
Show Notes:
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X: @ChinaGSProject | @eric_olander | @stadenesque
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The U.S., Japan, and other G7 countries are scrambling to secure critical minerals to end their reliance on Chinese-controlled supply chains. Every week, there's news of another mining deal for cobalt, lithium, and other resources essential to powering 21st century technology.
But the race to control critical resources may already be over. Decades before countries in the Global West recognized the importance of these minerals and metals, China quietly built out a vast network of mining and refining operations.
Nicholas Niarchos, author of the new bestselling book "The Elements of Power: A Story of War, Technology, and the Dirtiest Supply Chain on Earth," joins Eric & Géraud to discuss the history of the battery metal competition and why China's early moves in this space may have given it an insurmountable lead.
📌 Topics Covered in this Episode:
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For more than a decade, the dominant Western narrative about Chinese lending to African countries has focused on the purported "debt trap."
But the data tells a very different story.
David McNair, executive director of Global Policy at ONE.org, joins Eric & Cobus to discuss a new report on African debt that challenges many popular assumptions.
While African countries owe $708 billion in total external debt, only about 11.5% is owed to China. Meanwhile, private bondholders hold the largest share, often at significantly higher interest rates. More importantly, China has shifted from being a major lender to becoming a major debt collector, as loans from the Belt and Road that surged a decade ago now come due.
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Shenzhen-based Transsion Holdings is now a massive Chinese technology company that few people outside of Africa and certain parts of Asia have heard of. Even in China, the brand, now the world's 5th-largest mobile phone producer, remains largely unknown.
Transsion gained notoriety after it entered the African market in 2006. Back then, the world's largest phone brands all but ignored African consumers, selling low-end, late-model devices designed primarily for Western and Asian consumers.
The Chinese company saw an opportunity and tweaked the software on its phones to optimize photos for darker skin tones, and added a suite of features like dual SIM cards, dustproofing, and longer battery life to sell sub-$100 phones to Africa's booming youth market. That formula worked, and the company's three brands, Tecno, Infinix, and iTel, have dominated the market for more than a decade.
But little is known about how Transsion achieved its success in Africa. Lu Miao, an assistant professor at Lingnan University in Hong Kong, joins Eric & Cobus to lay out the company's strategy and why it was so effective in a market that others largely ignored.
Purchase the book: The Transsion Approach: Translating Chinese Mobile Technology in Africa by Lu Miao: https://a.co/d/04AKaajZ
📌 Topics covered in this episode:
• Why rural-first strategy beat Silicon Valley-style scaling • How African distributors helped shape product design and marketing • The importance of dual SIM cards, long battery life, and localized features • The role of Carlcare repair centers in building long-term loyalty • The shift from feature phones to smartphones and rising competition • Growing patent lawsuits and the next phase of AI-driven competition
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Donald Trump has never thought very highly of Africa, famously referring to the continent as a place of "sh**hole countries." While there's no indication that sentiment has changed, he's recognized that African resources are essential if he wants the U.S. to decouple from Chinese dominanted critical mineral supply chains.
In February, the administration unveiled an ambitious new critical minerals sourcing initiative in which African countries, in particular, play an outsized role. But the Chinese have a 20+ year head start sourcing and refining these minerals and metals, so displacing them is not going to be easy.
For some perspective on this burgeoning U.S.-China rivalry, Eric & Géraud are joined by two of the top editors at the online news site Semafor. Yinka Adegoke is Semafor's Africa Editor, and Andy Browne is the outlet's Managing Editor, who will oversee Semafor's new China newsletter.
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China is rapidly expanding its military engagement with African countries through a combination of joint exercises, growing arms sales, officer training programs, and deeper security cooperation under its Global Security Initiative.
This widening footprint is generating unease in the United States, where policymakers and analysts are particularly worried about unsubstantiated claims that the PLA is seeking to build a base somewhere along Africa's Atlantic coast.
Paul Nantulya, a research associate at the Africa Center for Strategic Studies in Washington, and Paa Kwesi Wolseley Prah, a post-doctoral fellow at Lingnan University in Hong Kong, join Eric & Géraud to explain why Chinese security outreach is getting so much traction across Africa.
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The United States wants to build a new global critical minerals supply chain through a new alliance that aims to stabilize prices and reduce dependence on China. Africa sits at the center of this shift, particularly the Democratic Republic of the Congo, where geopolitics is increasingly shaping mining deals and partnerships.
CGSP Africa Editor Géraud Neema joins Eric & Cobus to break down the U.S. proposal and why China's dominance in refining and processing remains a major constraint, raising doubts about whether a minerals strategy focused mainly on extraction can succeed.
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The collapse of the post-war international system now underway will have a disproportionate impact on African countries that rely heavily on multilateral bodies like the UN. Beyond a pull-back of aid and humanitarian assistance, African countries must also contend with an increasingly hostile United States.
Dozens of African countries have been targeted by the Trump administration for visa restrictions, trade sanctions, and regularly denigrated by the president himself. At the same time, U.S. diplomats across the continent were ordered by the State Department in January to remind African governments to express more gratitude to the U.S. for its "generosity."
Judd Devermont, the former top Africa strategist at the White House during the Biden administration and now an operating partner at Kupanda Capital in Washington, joins Eric & Cobus to discuss the future of U.S.-Africa relations and China's expanding presence on the continent.
📌 Topics covered in this episode:
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Join the Discussion:
X: @ChinaGSProject | @eric_olander | @stadenesque
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