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Eric Olander on China in the Global South

Sinica Podcast

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High Expectations, Low Movement

High expectations surrounding battery metals and critical minerals often lead to disappointment, as significant investment and progress are lacking in Western contexts compared to Chinese operations in Africa. Despite extensive discussions and commitments from U.S. political leaders, actual developments in the sector remain slow and insufficient, particularly when contrasted with the scale of Chinese investments, such as the $2 billion investment in the Tenki Fungu Runga mine. It's also important to note that while Chinese mining activities are frequently perceived as dominating in Africa, they only account for 8% of total mining output compared to entities like Anglo-American, which alone represents 16% of the total. The Chinese presence is concentrated in specific minerals within select regions, highlighting a nuanced landscape rather than a blanket dominance in African mining.

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