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Economy & Business

Lobito Corridor Faces Delivery Test as Global Powers Compete for Africa’s Minerals

A flagship infrastructure project designed to reshape how Africa exports its critical minerals to global markets is facing its most demanding test yet, as backers scramble to prove the corridor can deliver on its ambitious promises before political patience runs out.

The Lobito Corridor — a 1,300-kilometer rail and logistics network linking copper-and-cobalt-rich provinces of Angola, the Democratic Republic of Congo, and Zambia to the Atlantic port of Lobito — has attracted fierce competition between the United States, China, and the European Union, each keen to secure supply chains for the minerals essential to the green energy transition.

What Is the Lobito Corridor?

The corridor traces the path of the Benguela Railway, a Portuguese colonial-era line that once ran from the Angolan coast to the DRC border but was devastated by decades of civil war. Reconstruction of the Angolan section, largely funded by Angola itself, was completed in the late 2010s. The current project — backed by the US, EU, and private lenders — aims to extend operations through the DRC and into Zambia, creating a direct route from some of the world’s richest copper and cobalt deposits to a deep-water Atlantic port.

The EU has committed around 1 billion euros to the project, framing it as a sovereignty play — a way to reduce dependence on Chinese-controlled supply chains for EV battery metals. The US Millennium Challenge Corporation signed a compact with Angola in 2023 focused partly on the corridor. China, which built large portions of Angola’s modern infrastructure in the 2000s, has not stood quietly by.

The Competition for Africa’s Minerals

The urgency is driven by the global shift to electric vehicles, renewable energy storage, and advanced electronics. Cobalt, lithium, manganese, and copper are the backbone of modern batteries, and the DRC alone produces roughly 70 percent of the world’s cobalt.

What the Lobito Corridor offers, in theory, is a route to market that bypasses the long overland journey through Tanzania to the Indian Ocean — a route heavily influenced by Chinese logistics companies. The port of Lobito, operated by a consortium including UAE-based DP World, is being developed as a competitor to established Indian Ocean outlets.

“The race is not just about rail,” said one analyst at a European think tank who tracks African infrastructure. “It’s about who controls the last mile — the port, the freight forwarder, the insurance, the standards. Whoever wins those defines the market.”

Operational Challenges

Despite the high-level interest, the corridor has run into a series of ground-level obstacles. The DRC section of the railway requires extensive rehabilitation and sits in regions where governance is weak and security concerns linger from years of militia activity. Zambia’s link into the network has faced funding delays and political instability in Lusaka.

On the Angolan side, the port of Lobito has struggled with customs modernization and inter-agency coordination. Trucking companies have complained that last-mile connectivity — the roads connecting mines to rail heads — remains poor in several provinces.

“The corridor is only as strong as its weakest link,” said a freight industry executive who asked not to be named. “You can have a beautiful port and a world-class rail line, but if the road from the cobalt mine to the rail head is a dirt track, you’ve solved nothing.”

A test run of copper shipments from the DRC to Lobito in late 2025 revealed bottlenecks at border crossings and weighbridge queues that added days to transit times. The consortium managing the corridor said it was upgrading systems and hiring additional staff, but industry observers say the problems are systemic.

What Comes Next

The next six months are being described as critical. A major copper mining company operating in the DRC has warned it may redirect a portion of its exports to the Tanzania route if the Lobito corridor does not demonstrate consistent performance. European buyers of DRC cobalt have similarly told suppliers they are watching transit times closely.

Behind the logistics debate lies a harder question about ownership. Critics argue that the corridor, despite its international framing, risks becoming another extractive enclave — benefiting mining companies and international traders while local communities see little in the way of jobs, processing, or economic spillover.

Whether the Lobito Corridor becomes a model for African-led infrastructure or another cautionary tale about grand projects that fail to deliver will depend on who is asking — and who is answering.

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