Big moves happening in African resource diplomacy. The US president just inked deals with Rwanda and DRC leadership—covering both peace initiatives and mineral access rights. Why does this matter for our space? Those mineral reserves could reshape supply chains for mining hardware and tech infrastructure. Think rare earth elements, cobalt, and other materials crucial for computing power. When major powers lock in resource agreements like this, it often signals shifts in global manufacturing dynamics. Keep an eye on how this might trickle down to hardware costs and mining operations over the next quarters. These geopolitical chess moves don't happen in isolation—they ripple through every tech-dependent industry, including ours.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
14 Likes
Reward
14
3
Repost
Share
Comment
0/400
ContractSurrender
· 12-05 05:49
The price of cobalt is probably going to rise this time. The US is making a big strategic move.
View OriginalReply0
SignatureAnxiety
· 12-05 05:45
Cobalt prices are about to take off. What about the hardware costs for mining machines... This is a really big game.
View OriginalReply0
PebbleHander
· 12-05 05:39
NGL, that move was pretty ruthless. Cobalt and rare earths are directly locked up. Once the mining agreement is signed, it's really hard to say how chip costs will go.
Big moves happening in African resource diplomacy. The US president just inked deals with Rwanda and DRC leadership—covering both peace initiatives and mineral access rights. Why does this matter for our space? Those mineral reserves could reshape supply chains for mining hardware and tech infrastructure. Think rare earth elements, cobalt, and other materials crucial for computing power. When major powers lock in resource agreements like this, it often signals shifts in global manufacturing dynamics. Keep an eye on how this might trickle down to hardware costs and mining operations over the next quarters. These geopolitical chess moves don't happen in isolation—they ripple through every tech-dependent industry, including ours.