Friday, 19 June 2026

Kenya Seeks Critical Minerals Deal with Trump as Ruto Balances US and China | Firstpost Africa

 


 

Hello and thank you for joining us. We begin with Kenya. As William RTO represents Africa at the G7 summit in

France, Nairobi is seeking to turn the new US China rivalry into an industrial opportunity.

Speaking on the sidelines of the G7 summit, President William RTO said that Kenya and the United States are

finalizing an agreement covering rare earths and other critical minerals. But R made one thing clear. Kenya will no

longer export raw materials. They must be processed inside the country. Guto says the deal is not a conventional

western aid package but a mutually beneficial transaction between Washington and Nairobi.

The relationship we are building with America is one that is mutually beneficial. We have we are finalizing an agreement with America on some of our

rare earth and critical minerals. We've agreed with them on what is mutually beneficial between Kenya and the United States.

But this story is about far more than mining. For decades, Africa exported raw materials. While the real profits were

captured elsewhere in Europe, America or China. Now, this model is growing facing growing backlash. Across the continent,

a new wave of resource nationalism is emerging as African countries demand more value from their natural wealth.

R pointed to developments in the Democratic Republic of Congo is the same thing that they are doing in

in in in DRC to make sure that uh whatever agreements whatever deals are being

fashioned are deals that benefit the country in the way we have said these uh

natural resources can no longer be exported and protest processed elsewhere. They have to be processed in

in in country and in continent. They have we have to create value out of them. We are ready to share the benefits

of that value with those who invest with us.

The timing of the deal is not accidental. Critical minerals have become the oil of the 21st century. They

power electric vehicles, missile systems, semiconductors, and advanced defence technologies.

But China currently dominates much of the global processing industry as Washington looks for alternative supply

chains. Countries like Kenya are becoming more strategic and Nairobi is trying to turn that geopolitical moment

into economic leverage as the United States and China compete for influence in Africa. And Kenya's own

mineral reserves are modest compared to giants like South Africa or the DRC. But Nairobi has bigger ambitions. It wants

to become East Africa's processing hub and insert itself into global supply chains. All without choosing sides. Now RT's message to the G7 was simple.

Africa does not want relationships based on extraction. It wants partnerships built on investment.

We're going to reject any relationships that are based on extraction of our natural resources, energy resources,

human capital. We are instead going to build relationships with partners who

are interested in investments in our continent, not extraction.

The mineral zeal also fits into a much broader US Kenya partnership. Kenya is America's first major non-NATO ally in

sub-Sahara and Africa. The US is expanding military infrastructure at Kenya's Manda Bay with a massive $71 million runway expansion.

Now Washington is also deepening maritime ties with Kenya through a $750,000 naval investment in Mombasa.

The United States is also investing in Kenya's digital and semiconductor industries, making Kenya the first

African country to receive direct funding under the US Chips Act.

But not everyone in Kenya is comfortable with the deepening relationship. Critics argue that foreign partnerships risk

undermining national sovereignty and public suspicion has been fuelled by controversies surrounding Widespread protests against the US Ebola quarantine facility have repeatedly broken out across the country, putting

the president's pro-Western policies under intense scrutiny. A good message to our president R and also the American

president. If there's any money that you gave R that money did not come to Kenya and he did not start any business because of Kenya’s. R is a criminal and

we are going to tell him that we have said no to Ebola here in Anuki.

The growing pressure from public suspicion became highly visible during the sidelines of the G7 summit where RO was forced to publicly defend the US

funded Ebola isolation network constructed on Kenyan territory.

When Ebola was announced by the World Health Organization, I did the responsible thing. We immediately

embarked on building isolation centres, preparing, training staff, making sure

that we uh test people around our borders and we

set out to establish 23 isolation centres around Kenya.

As we did that, the United States stepped in and supported our effort with financial support.

Despite his closeness to Washington, R insists that Kenya will not be drawn into a new cold war between the US and

China. Analysts say that there is a contradiction at the heart of that message. Kenya speaks the language of

resource nationalism, but its economy still relies heavily on foreign capital, international lenders, and external security partners.

William R says that Kenya does not want to choose sides. It wants to turn superpower rivalry into national advantage.

But as competition between Washington and Beijing intensifies, Nairobi risks being drawn into the new cold war that it is trying to profit from.

Now for more on this, we have with us Narim who is a political analyst joining us live from Nairobi. Welcome back to First Post Africa.

Thank you.

Now, RTO is demanding 100% domestic mineral processing, but we know that refining requires massive industrial power.

Does Kenya actually have the energy grid and the infrastructure that is necessary to back up this resource nationalism or

is it an empty bluff to get more US capital?

Kenya's energy is not just rhetoric.

Scaling infrastructure is part of a long-term industrialization.

There have been geothermal and grid expansions over the years. So, they must be scaled up. However, that must also

create opportunities for Kenya's majority young population. And that means Kenya needs these agreements to

ensure that there's participation across the value chain. So, it would mean not just extraction but local processing,

manufacturing, downstream industries, the communities affected for instance they must be able to see tang sustainable economic results

not just the macroeconomic picture. So, to prioritize skills transfer from vocational training employment pathways

they do have to benefit from this and the career opportunities and entrepreneurship it brings. So, I'd say it's not just rhetoric. It's actually he

doesn't have a choice at this point to be able to feed to the multiple population of young people that we have on this in this country on this

continent and the amount of them that are skilled and educated.

H now R talks about African sovereignty at the G7 but at home he is facing

fierce protests over the US Ebola facility and expanding American bases.

How sustainable is his pro-Western foreign policy when his own citizens at home are scrutinizing the deal?

It's going to be diff uh R's pro western

a lot of direct power in terms of being engaged publicly balancing

between public trust which extremely vital especially for youth who do seek a

safer future. You saw the number of people who are protesting. Many of them are young people and the challenge we've

been having is the lack of transparency and the communication of some of these agreements only coming after the fact.

So, for him to balance sustaining the legitimacy, he must remember how important to have domestic legitimacy in

the process and not just foreign relations, right? And Kenya claims that it can

serve the west's mineral needs without choosing sides. Uh but China completely dominates rare earth processing technology.

Now if Nairobi signs this exclusive deal with Washington, how can it realistically avoid economic retaliation from Beijing?

So, remember also the US president did travel to China with his cabinet and business partners as well. So even these

global powers are having their own side agreements. So, in any US deal Kenya must maintain diversified partnerships just

so that we are not left vulnerable economically vulnerable to any single

global power. So that's where I see the benefit comes because we do have to think about Kenya's youth and how we can

benefit from skills and jobs transfer. But to sit on the fence consistently is not

something that's going to work. At some point uh our country, our president is going to have to have a stand and we cannot balance uh both powers. But just

being clear on some of these agreements, but definitely not aligning specifically and exclusively to one country. That

cannot work in this day and age, especially with our technological advancements and the way global markets are moving.

Right, Narina? It's always great to have you on the show. Thank you. Thank you.

 

 

https://youtu.be/ebP1u1v6sgw?si=n2o_1THzBnSvYbzH

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