Abstract:
African governments are entering the geopolitical competition over critical raw materials with a growing sense of strategic confidence. While the AU-EU Summit in Luanda in November 2025 reaffirmed political commitments on both sides, European initiatives continue to lose ground. It is true that the Critical Raw Materials Act has expanded the EU's diplomatic footprint; however, its limited project pipeline and fragmented financing under the Global Gateway have left the bloc unable to match the speed and scale of competing offers notably from China, the Gulf States and the US. African partners expect cooperation on industrial projects and deeper integration into value chains. With stronger internal coordination and increased financing under the next Multiannual Financial Framework, the EU can strengthen both its ability to deliver and its credibility.