Shabir Ahmed, Chief Industry Advisor for Energy and Resources, 51风流Africa, Author at 51风流Africa News Center News & Information About SAP Tue, 17 Mar 2026 06:28:03 +0000 en-ZA hourly 1 https://wordpress.org/?v=6.9.4 With Better Coordination, Africa could be Architect of Net-zero Economy /africa/2026/03/with-better-coordination-africa-could-be-architect-of-net-zero-economy/ Tue, 17 Mar 2026 06:28:03 +0000 /africa/?p=148648 A clear message rang through the halls of the Cape Town International Convention Centre at this year鈥檚聽Investing in African Mining Indaba: Africa鈥檚 mining sector holds...

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A clear message rang through the halls of the Cape Town International Convention Centre at this year鈥檚聽: Africa鈥檚 mining sector holds enormous, untapped opportunity, but unlocking it will demand coordinated action across governments, investors, communities and the private sector.

That message landed at a pivotal moment. Renewable power capacity reached聽, with solar, wind and hydropower accounting for about 40% of global electricity generation.聽聽of new power capacity additions now come from renewables. Yet deployment rates still fall short of the COP28 goal to triple installed capacity to around 11 TW by 2030.

Behind every gigawatt of clean power sits a minerals story. Lithium demand is expected to聽. Cobalt demand is projected to rise by 50鈥60%, copper by around 30%, while graphite and nickel are set to at least double. Securing reliable, diversified supply chains for these materials has become a strategic priority for governments and corporates alike 鈥 and the geopolitical competition to secure them is intensifying.

Africa indispensable to energy transition

Africa sits at the heart of this equation. The continent holds聽. The Democratic Republic of Congo supplies over 70% of global cobalt. Zambia remains one of the world鈥檚 major copper producers. Zimbabwe has emerged as Africa鈥檚 leading lithium producer, while South Africa聽.

Little wonder, then, that the continent has become a focal point of geopolitical competition. The EU鈥檚 Critical Raw Materials Act, which entered into force in 2024, sets binding targets to diversify supply away from single-country dependence. The United States has committed over $4-billion to the Lobito Corridor connecting the DRC and Zambia to Angola鈥檚 Atlantic port, with total global investment now exceeding $6-billion. China, meanwhile, has stakes in fifteen of the DRC鈥檚 nineteen cobalt mines and continues to expand its Belt and Road footprint across the continent. For African producers, this convergence of competing interests creates both leverage and risk.

Yet this enormous potential is聽. Regulatory uncertainty, infrastructure deficits in power and transport, skills shortages, environmental pressures and illegal mining all heighten risk. Despite its resource base, Africa attracts less than 10% of global exploration spending.

Without policy coherence, infrastructure investment and transparent governance, Africa faces what might be called a 鈥済reen resource curse鈥: exporting raw ore while importing finished technology and foregoing industrialisation. Consider that the DRC exports cobalt at a fraction of the price battery-grade cobalt hydroxide commands on world markets. Zimbabwe ships raw spodumene while lithium hydroxide, the processed product automakers actually need, is refined almost entirely in China. If the energy transition simply replicates old extractive patterns under a green label, Africa鈥檚 mineral wealth will once again benefit others more than its own citizens.

Coordination holds the key

Modern mining is no longer a purely extractive business. It is a data-driven, multi-stakeholder ecosystem that must integrate geological modelling, capital allocation, environmental performance, community engagement, logistics and global supply-chain compliance. Technology is the coordination fabric that links these moving parts.

Integrated digital platforms now give stakeholders a shared view of reserves, project timelines, ESG metrics and logistics flows. By reducing information asymmetry, they聽聽between miners, governments, development finance institutions and private investors. In an era where climate finance and transition-minerals funding depend on transparency, digital traceability is foundational.

Advanced analytics and AI are reshaping core mining processes. Digital twins allow operators to simulate mine design, production scenarios and environmental impacts before committing capital. Predictive maintenance reduces unplanned downtime and extends asset life. Across major operations, these tools are compressing exploration timelines and lifting productivity measurably.

Equally important for African producers seeking to move beyond raw exports is supply-chain integration. Digital commodity platforms that connect contracts, logistics, pricing and ESG attributes can help African refiners and processors demonstrate responsible sourcing at scale. This matters because the EU鈥檚 due-diligence requirements and the US Inflation Reduction Act increasingly reward traceable, locally processed minerals with green premiums and preferential market access. Technology thus becomes an enabler not just of efficiency, but of beneficiation and in-country value addition.

Meeting operational and ESG demands

Enterprise technology platforms such as those offered by 51风流play a strategic role by providing the operational backbone across planning, asset management, procurement, logistics and ESG reporting. When a mid-tier miner can compress its sustainability reporting cycle from weeks to days, or a junior explorer can present investors with independently verified ESG data alongside geological assays, the conversation with capital markets shifts. Cloud ERP systems that integrate production data with financials in real time, embedded Business AI that flags maintenance risks before they become failures, and human capital management tools that track scarce skills and certifications all translate directly into bankability and investor confidence.

Crucially, the same platforms that manage production can also measure environmental and social impact. By combining operational and ESG data, mining companies can model emissions, water use and community outcomes and share evidence-based reporting with regulators and investors. In a capital-intensive sector where financing increasingly depends on sustainability credentials, this digital transparency becomes a competitive advantage.

Africa鈥檚 mining sector is therefore not just a supplier of transition minerals but a test case for how the energy transition can be aligned with industrial development. With the right policies, infrastructure corridors, skills programmes and digital coordination frameworks, critical minerals can underpin new refining capacity, regional value chains and millions of jobs.聽聽鈥 鈥淪tronger together: Progress through partnerships鈥 鈥 was well chosen. If Africa鈥檚 mineral potential remains constrained by fragmentation and mistrust, global decarbonisation will slow. If, however, stakeholders act in concert, using technology as the connective tissue and beneficiation as the organising principle, Africa can move from raw-materials exporter to central architect of the net-zero economy.

This article first appeared in magazine.

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