#IEA 2026

IEA 2026: Africa's Minerals Are Rising. Its Refining Capacity Is Not.

The DRC produced two-thirds of global mined cobalt in 2025 and its export quota now drives the market into deficit. China is projected to refine 90% of battery-grade graphite in 2040. ETA reads the IEA's 2026 Outlook, mineral by mineral for what it means for Africa.