Diplomatic Context and Strategic Proposal
On October 3, 2025, President Félix Tshisekedi of the Democratic Republic of the Congo (DRC) proposed a new security-for-resources framework to the United States, offering privileged access to the country’s cobalt reserves in exchange for expanded U.S. assistance in stabilizing the volatile eastern provinces. The proposal was reportedly presented during bilateral discussions in Kinshasa, where Tshisekedi emphasized that sustainable peace and industrial
investment are “mutually reinforcing objectives.” The plan seeks U.S. logistical and intelligence support to combat armed groups operating in North Kivu and Ituri, while inviting American companies to participate in joint ventures and processing facilities under the DRC’s emerging cobalt quota regime.
Economic and Geopolitical Dimensions
The initiative comes as the DRC consolidates its position as the world’s leading cobalt supplier, accounting for over 70% of global output critical to electric vehicle batteries and energy storage technologies. Tshisekedi’s government aims to diversify partnerships beyond China, which currently dominates local refining and offtake operations. The proposal signals Kinshasa’s intent to balance its alliances, attracting Western investment that adheres to higher environmental and labor standards while reinforcing state control over strategic resources. U.S. officials reportedly expressed preliminary interest, viewing the initiative as aligned with the Minerals Security Partnership (MSP) and broader efforts to secure responsible critical mineral supply chains.
Implications for Security and Global Supply Chains
Analysts interpret the move as a bid to link resource diplomacy with regional stabilization, positioning the DRC as a pivotal player in both African security and global decarbonization strategies. If formalized, the arrangement could enhance U.S. influence in Central Africa, counterbalance China’s entrenched role, and open new channels for ethical cobalt sourcing. However, observers caution that success will depend on effective governance, transparent contract management, and credible oversight mechanisms to prevent the militarization of mining zones. The DRC’s offer thus underscores the emerging intersection between security assistance and critical minerals geopolitics, where peacebuilding and supply chain diversification increasingly converge.