Safiya Mbeki, Africa region analyst at Worldwise Analytica

Safiya Mbeki

Navigating Africa's Complexities with Insight and Integrity

Diplomatic Tensions, Security Crises, and Resource Sovereignty: Africa's Shifting Geopolitical Landscape on February 3

The Democratic Republic of Congo (DRC) remains the focal point of Africa's most pressing security crisis, as M23 rebels consolidate their control over Goma and push further into South Kivu. The worsening humanitarian toll, with nearly 800 bodies reported in morgues, highlights the catastrophic impact of Rwanda's alleged military involvement. The Congolese government's diplomatic counteroffensive, urging Western firms to cut ties with 'Visit Rwanda' sponsorships, signals an attempt to internationalize the crisis. However, with global attention divided, Kinshasa's ability to secure meaningful action remains uncertain.

South Sudan's intercommunal violence resurged, with 35 people killed and 46 wounded in an attack on cattle camps in Eastern Equatoria. The incident underscores the fragile state of South Sudan's post-civil war reconciliation efforts, as competition over scarce resources continues to drive conflict. The proliferation of small arms, weak governance, and unresolved ethnic grievances threaten to unravel the country's fragile peace process.

Donald Trump's decision to suspend U.S. funding to South Africa over alleged 'land confiscations' has triggered economic fallout, with the rand plummeting nearly 2% and investor confidence wavering. The dispute, rooted in South Africa's Expropriation Act, reflects broader geopolitical tensions as Trump's administration seeks to realign U.S. foreign aid. The suspension, while largely symbolic given South Africa's limited reliance on U.S. funding, signals potential disruptions in bilateral relations, especially in trade and investment.

Botswana has finalized a landmark diamond sales agreement with De Beers, extending its mining licenses and increasing its share of diamond revenues to 50% over the next decade. This deal marks a significant shift in Africa's resource governance, with Botswana setting a precedent for negotiating stronger terms with multinational corporations. However, balancing revenue maximization with long-term investor confidence will be crucial to ensuring sustainable benefits.

Zambia and the DRC's evolving copper trade model continues to reshape global commodity markets, with both countries seeking greater control over their exports. As copper remains critical for AI, green energy, and electric vehicles, Africa's ability to assert itself in global supply chains is increasing. However, questions remain over execution, regulatory stability, and whether the new approach will effectively capture value for local economies.

Goma's displacement crisis worsens, as civilians fear returning home due to M23's control. Reports of mass rapes and extrajudicial killings have intensified fears, underscoring the UN's warnings of severe human rights violations. The international community's inaction risks normalizing impunity in the conflict, further destabilizing the Great Lakes region.

Strategic Implications: February 3 highlights the precarious balance between Africa's security crises, economic sovereignty, and diplomatic challenges. The DRC's conflict continues to escalate, South Sudan's violence threatens regional stability, and Trump's aid suspension to South Africa exposes geopolitical rifts. Meanwhile, Botswana's diamond deal and Zambia-DRC's copper trade reforms signal Africa's increasing leverage in resource negotiations. Navigating these complex dynamics requires a blend of robust governance, regional diplomacy, and strategic economic planning to safeguard Africa's long-term stability.

Geopolitical Risk Assessment for the Africa
(03-02-2025)

Africa's geopolitical landscape on February 3, 2025, is marked by deepening conflicts, economic realignments, and mounting diplomatic tensions. The escalating crisis in the DRC, South Sudan's intercommunal violence, and the fallout from Donald Trump's aid suspension to South Africa highlight the continent's fragile security and political environment. Meanwhile, resource governance remains a key issue, with Botswana securing a major diamond deal and Zambia-DRC reconfiguring copper trade. As Africa navigates these turbulent shifts, strengthening regional cooperation, diplomatic engagement, and economic resilience will be essential to mitigating long-term instability.

Geopolitical Risk Index

Developments to Follow for the Africa (See All Global)