Global Balance Indices
Dynamic Model
China Silicon Constraint
0.58
US Mineral Vulnerability
0.74
Global South Leverage
1.82
Compute Demand (E20)
12.4
Dominant Strategic Chokepoints
- DRC Cobalt Refining Centralization
- Advanced Lithography Tooling (EUV)
Democratic Republic of Congo
Critical Resource: 70% Global Cobalt
Refining Dependency: 80% Chinese Flow
Datacenter Grid: Low (0.4 GW)
AI Treaty: Bilateral Belt & Road
Primary global supplier of artisanal and industrial cobalt for high-density compute power packs and thermal dissipation alloys. Chinese mining consortiums control the majority of Tenke Fungurume concessions.
Counterfactual Variables