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News·China-Africa mining新闻风险预警肯尼亚

美国在肯尼亚达成初步协议排挤中国,获624亿美元稀土矿控制权

US edges out China in Kenya with preliminary deal to control $62.4 billion untapped rare earth deposits - Business Insider Africa

2026年6月19日 23:38
出海解读

美方与肯尼亚就大型稀土矿达成初步协议,并强制要求本地加工,中企在非洲关键矿产开发中将面临更直接的地缘竞争和资源国更高本地化门槛的双重挤压。

AI 摘要

美国已与肯尼亚签署初步协议,获得非洲最大的未开发稀土和铌矿床之一的开发权,该矿床估值约624亿美元。协议围绕夸莱郡的Mrima Hill矿藏展开,要求所有战略矿产必须在肯尼亚境内加工,标志着华盛顿在与中国的关键矿产竞争中取得一项战略胜利。

原文正文

The United States has secured a preliminary agreement with Kenya to access one of Africa’s largest untapped rare earth and niobium deposits, valued at about $62.4 billion (Sh9.7 trillion), marking a strategic win for Washington in its intensifying competition with China over critical minerals.

Kenya's President William Ruto announced the deal on the sidelines of the G7 summit in France, highlighting Kenya’s push to reshape how it monetises its natural resources.

The agreement centres on the Mrima Hill deposit in Kwale County and requires that all strategic minerals be processed domestically, a major shift from the traditional export of raw materials.

William Ruto told Reuters that the agreement covering rare earths and other strategic minerals was already in advanced discussions and could be concluded soon, as Kenya moves closer to securing a landmark minerals partnership with the United States.

“We have agreed that the minerals will be processed in Kenya,” he said, following talks with G7 leaders, including U.S. President Donald Trump, adding that the arrangement reflects a shared push for local value addition rather than raw exports.

Intensifying global scramble for Africa’s critical minerals

The Kenya deal highlights the deepening rivalry between the United States, China and Russia over Africa’s mineral wealth, as global powers race to secure inputs vital for clean energy systems, advanced manufacturing and defence technologies.

China remains the dominant player in mineral processing and supply chain control across Africa, giving Beijing long-standing leverage in global markets.

The United States, however, is increasingly pursuing bilateral agreements that prioritise supply security and domestic value addition within partner countries.

Russia has also expanded its presence through security-linked mining arrangements in countries such as Mali and the Central African Republic, where access to resource-rich concessions has become part of its broader geopolitical strategy.

Beyond Kenya, Washington has pursued similar critical minerals partnerships in the Democratic Republic of Congo, where cobalt and copper are central to global battery production.

These arrangements reflect a broader shift by African governments demanding local processing and greater value retention.

For the United States, securing rare earths is essential to reducing reliance on China’s dominance in refining. China seeks to maintain that dominance, while Russia continues to position itself as an alternative partner across Africa’s resource corridor.

Kenya’s agreement reflects a wider realignment in how African mineral wealth is negotiated in an increasingly competitive global order.

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阅读原文africa.businessinsider.com
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