Ascendance Strategies

Championing the US-DRC Strategic Partnership Agreement—Everywhere!

[Ascendance Strategies @AscenStrategies]

What the US-DRC SPA does not do!

[Ascendance Strategies @AscenStrategies]

🔴 An LOI or a tender consortium.

You need the framework read properly inside the bid. Then you need it read again when the thresholds decline, the clock runs, and the counterparty changes hands.

We hold one instrument and we hold it closely.

https://t.co/BIJMiIBzbZ

[Ascendance Strategies @AscenStrategies]

🔴 The Factory Floor Offer:

How #DRC’s Mines Minister Courted Beijing Without Selling It a Mine

https://t.co/FEzZ3kOVEG

[Ascendance Strategies @AscenStrategies]

🔴 For eleven months, Louis Watum Kabamba has made the same proposal to #Chinese capital in three cities: come to #Kolwezi, build processing plants, obey the #Mining Code.

https://t.co/FEzZ3kOVEG

[Ascendance Strategies @AscenStrategies]

🔴 9/11 at 25: Can the #DRC Help #America Fight Terror?

https://t.co/fxkEvdn9mF

[Ascendance Strategies @AscenStrategies]

🔴 9/11: Twenty-Five Years After, Can the #DRC Help #America Fight Terror as It Supported Its Previous Major World Engagements?

https://t.co/fxkEvdn9mF

[Ascendance Strategies @AscenStrategies]

🔴 Here is a serious problem that does not exist yet, but will.

https://t.co/p2ZfokUir1

Washington. Paris. Kinshasa.

[Ascendance Strategies @AscenStrategies]

🔴 The money moves through 3 doors.

The decisions wait behind 1, and it has met once.

The #Washington Roster, every #US institution on the Congo, is live.

https://t.co/LEOzCjO1a9

Washington. Paris. Kinshasa.

[Ascendance Strategies @AscenStrategies]

🔴 #Kinshasa built the quota to squeeze #Chinese operators. It made them richer.

CMOC mined 65,305 tonnes of cobalt in the first half of 2026.

It sold 5,700 tonnes. Profit rose 86 percent.

New Update.

https://t.co/71Nz6C2zrL

[Ascendance Strategies @AscenStrategies]

What the US-DRC SPA does not do!

[Ascendance Strategies @AscenStrategies]

🔴 #Kinshasa built the quota to squeeze #Chinese operators.

It made them richer.

CMOC mined 65,305 tonnes of cobalt in H1 2026. Sold 5,700. Profit up 86%.

The quota restricts export, not extraction.

New Update.

https://t.co/71Nz6C2zrL

[Ascendance Strategies @AscenStrategies]

🔴 Seven sectors, one framework.

Energy. Mining and the SAR. The Lobito Corridor. Agriculture. Traceability and mapping. Logistics. Security.

Each covered as the US-DRC agreement structures it, not as generic Africa consulting does.

https://t.co/iYP3670I7a

[Ascendance Strategies @AscenStrategies]

🔴 US-DRC SPA Intel Brief | September 4, 2026

Alert level: Elevated on the constitutional track.

The treaty has entered the mandate fight.

https://t.co/1hvYWtzFQL

#DRC #Congo #SPA #CriticalMinerals #PoliticalRisk #Intelligence #Mining #WashingtonAccords

[Ascendance Strategies @AscenStrategies]

📰 Every Friday: the US-DRC SPA Brief.

Not faster headlines.

The through-lines.

Your inbox: https://t.co/87GTyDKSiU

#DRC #Congo #SPA #CriticalMinerals #PoliticalRisk #Intelligence #Mining #WashingtonAccords #Briefing #Brief

[Ascendance Strategies @AscenStrategies]

One Word, Four Instruments‼️

Why “Strategic Reserve” Now Means Different Things in the #Congo, and What That Is Worth

https://t.co/p2ZfokUir1

[Ascendance Strategies @AscenStrategies]

🔴 An investor can hold a treaty-backed first claim on a #Congolese mine and still lose the tonnes it produces.

The US-DRC deal grants the offtake. A Congolese decree can take the metal.

Nothing says which wins.

https://t.co/p2ZfokUir1

Washington. Paris. Kinshasa.

[Ascendance Strategies @AscenStrategies]

🔴 Nothing a client tells us is published.

Nothing we publish is a client's to approve.

Fees only. No equity, no success fees, no remuneration from anyone we cover.

The publication exists so the advice can be judged before it is bought.

https://t.co/0lSa5dkC5l

[Ascendance Strategies @AscenStrategies]

He Skipped #Kinshasa. That’s Not the Story. The Story Is What He’s Selling Everywhere Else.

#America's new Africa envoy is on his second tour of the continent, and the deal his pitch is built on isn't on the itinerary.

The omission isn't a snub.

https://t.co/QVqcyeyJ54

[Ascendance Strategies @AscenStrategies]

🔴 Frank Garcia's Africa tour hits Zambia, Ethiopia, Kenya.

Not the #DRC.

Not a snub. The US-DRC SPA is the precedent text he's selling everywhere else: first-look capital for named assets, corridor access, peace as a financing condition.

More ↓ https://t.co/QVqcyeyJ54

[Ascendance Strategies @AscenStrategies]

🔴 The entire US-DRC Strategic Partnership, explained

Free, no registration.

Article IX: #DRC commits 50% copper, 90% zinc, 30% cobalt west through #Lobito within 5 years

11 explainers

Live analysis and registers beyond

https://t.co/OjzCnux3Yb

Washington. Paris. Kinshasa.

[Ascendance Strategies @AscenStrategies]

🔴 The Shareholder Died in Brussels. The Shares Are Still Voting.

Full analysis here: https://t.co/5d1IziZZuH