For years, Africa has been described as a continent rich in minerals but poor in manufacturing. A place where the world mines, ships and profits, while local communities wait for trickle-down development that rarely arrives. But in the past 24 months, something unusual has happened: global powers are no longer looking to Africa only as a source of raw materials, they are looking at Africa as a potential battery power.
The question that once sounded unrealistic: Can Africa play a central role in the global battery industry? Now carries strategic urgency.
The world’s clean-energy transition is accelerating faster than predicted. Electric vehicle (EV) sales continue to rise, battery storage is becoming essential to grid stability, and geopolitical competition over supply chains is reshaping global alliances. To build a single battery, manufacturers require cobalt, lithium, manganese, graphite, nickel and copper, minerals Africa holds in vast quantities.
But minerals alone do not create industries.
Manufacturing does.
Policy does.
Power reliability does.
Skills do.
And the uncomfortable truth is this: Africa will not lead the global battery race simply because it owns the minerals. Africa will lead only if it builds the factories, talent, logistics and governance structures that turn minerals into products.
The world is moving quickly. Africa must decide whether it will follow, participate, or lead.
The stakes are higher than ever
The global battery supply chain is undergoing profound realignment. Three forces are driving this shift:
- Governments are scrambling for secure supply after COVID disruptions and geopolitical tensions.
- Automakers are investing heavily in diversified battery production as EV demand grows.
- Energy storage systems are becoming essential for grids reliant on wind and solar.
This is creating a rare window of opportunity:
A moment when the world is not just willing but eager to diversify supply chains away from single-country dependence.
Africa, with its mineral wealth and renewable-energy potential, is now part of the global conversation in a way it has never been.
But opportunity does not automatically become advantage. It must be seized.
Where Africa already has a head start
1. Mineral dominance
Africa holds:
- Roughly half of global cobalt reserves
- Over 80% of platinum group metals
- Nearly 40% of manganese
- Fast-rising lithium production
- Large graphite potential
This mineral foundation gives Africa undeniable strategic relevance.
2. Renewable energy potential
Batteries are energy-intensive to produce.
Africa has some of the world’s cheapest solar potential, a major competitive edge for green-powered manufacturing.
3. Growing regional industrial policy
Unlike 20 years ago, African governments are now actively pursuing industrial value chains, from Morocco’s automotive platform to South Africa’s green-hydrogen strategy and the DRC–Zambia battery initiative.
The foundations exist. But foundations alone do not build an industry.
Where Africa is falling short
1. Refining and chemical processing
Most African minerals leave the continent in raw or semi-processed form.
Yet the real value sits in mid-stream processing:
- Cathode precursor production
- Lithium hydroxide and carbonate refining
- Manganese sulphate production
- Graphite anode material refining
Without these steps, Africa remains trapped at the low end of global value chains.
2. Electricity reliability
Battery factories cannot operate with power cuts.
Unreliable electricity is one of the biggest threats to African industrialisation.
3. Logistics and cost
Ports, rail networks, container capacity and customs efficiency determine whether Africa’s products can compete globally.
4. Fragmented regional markets
A battery supply chain cannot thrive in siloed national systems.
It requires cross-border logistics and harmonised regulations.
5. Skills gap
Africa needs:
- Chemical engineers
- Battery technicians
- Metallurgists
- Quality-control specialists
- Robotics and automation experts
- Environmental management experts
The youth population is large, but training pipelines are not.
Where Africa is already showing leadership
Morocco: Africa’s first large-scale battery platform
Morocco is demonstrating what industrial ambition looks like.
- A $5.6bn gigafactory project in Kenitra
- Integrated supply chain with the automotive sector
- SEZs geared towards EV components
- Stable power, ports and investor-friendly policies
Morocco is becoming Africa’s clearest example that a battery economy is possible, not theoretical.
South Africa: aiming for mid-stream value
South Africa is investing in:
- Manganese sulphate refinement
- Cathode precursor plants
- A planned 32 GWh battery facility
- EV manufacturing incentives
If power reliability improves, South Africa could anchor the southern value chain.
The DRC–Zambia battery initiative
This cross-border partnership aims to create a shared manufacturing corridor. It aligns mineral supply (DRC cobalt + Zambia copper) with industrial processing.
It remains early, but it is strategically promising.
What it will take for Africa to lead, instead of just following others
There is no path for Africa to immediately dominate cell manufacturing at the scale of China.
But leadership does not require dominance; it requires specialisation, cooperation and consistency.
Below is a realistic roadmap.
1. Choose the right segments of the battery chain
Africa must avoid unrealistic ambitions. The continent is not ready to dominate every stage of battery production, but it can lead in several.
High-potential segments include:
- Cathode precursor materials
- Lithium chemical refining
- Manganese sulphate production
- Copper foil and components
- Battery pack assembly
- Recycling and second-life battery management
- Energy-storage systems for solar mini-grids
These segments play to Africa’s strengths: minerals, labour costs, renewable energy and regional markets.
2. Build regional battery corridors
No single African country can build a full battery supply chain.
But regional blocs can.
Imagine:
- Central Battery Corridor: DRC + Zambia + Tanzania
- Southern Processing Hub: South Africa + Namibia + Mozambique
- North African EV Corridor: Morocco + Tunisia + Egypt
- East African Logistics Hub: Kenya + Ethiopia
Regional integration is Africa’s strongest strategic lever.
3. Power the industry with Clean, reliable electricity
Battery plants need uninterrupted power.
Countries must invest in:
- Grid reinforcement
- Gas-plus-renewables baseload
- Industrial solar and storage clusters
- Dedicated power lines to SEZs
A battery plant cannot run on diesel generators.
4. Create an industrial policy that investors can trust
This is Africa’s weakest link: inconsistent policies, sudden regulatory changes, and unclear incentives.
What investors need:
- 10–20-year industrial strategies
- Clear local-content frameworks
- Tax incentives that do not change overnight
- Strong environmental enforcement
- Legal stability
Industrial policy must survive elections.
5. Put skills at the centre
Africa cannot build a battery industry without investing in people.
The continent needs:
- Vocational battery-assembly training
- University programmes in electrochemistry and materials science
- Technical academies inside SEZs
- Partnerships with Korean, Chinese and European firms
- Scholarships targeting women in engineering
Skills are the engine of industrialisation.
6. Build African Transparency Into the Supply Chain
As global consumers demand clean, ethical minerals:
- Traceability
- Anti-corruption standards
- Community participation
- Transparent contracts
- Clean-power certification
…will become a major competitive advantage. Africa can lead not only in minerals, but in ethical, just and sustainable minerals.
So, can Africa lead the global battery race?
Yes, but only in the parts of the race Africa chooses strategically.
Africa can lead in:
- Mineral processing
- Precursor materials
- Battery pack assembly
- Off-grid storage batteries
- Ethical mineral sourcing
- Low-carbon manufacturing
And Africa can become indispensable in:
- EV supply chains
- Solar + storage markets
- Global mineral diversification strategies
- Sustainable battery production
But this leadership is not guaranteed.
It is a choice, and it requires courage, coordination and clarity.
The world needs what Africa has.
The question is whether Africa will also build what the world needs next.
If Africa chooses industry over extraction, value over volatility, and strategy over salvage economics, then the battery race may become the first global industrial revolution Africa helps lead.
