21. Using Minerals and Energy to Rebuild the U.S.-South Africa Relationship
- Author:
- Gracelin Baskaran
- Publication Date:
- 03-2026
- Content Type:
- Working Paper
- Institution:
- Center for Strategic and International Studies (CSIS)
- Abstract:
- The United States is quietly losing access to the minerals that underpin its defense systems, semiconductor manufacturing, and reindustrialization agenda—not through geopolitical confrontation, but through commercial neglect. South Africa is the dominant U.S. supplier of platinum group metals, chromium, manganese, and military-grade vanadium, and no allied nation comes close to matching its combination of mineral wealth, processing capacity, and technical expertise. Yet rising energy costs and crumbling infrastructure are pushing South Africa’s processing sector toward closure, and without intervention, that capacity will continue migrating to China by default. As political tensions between Washington and Pretoria have intensified, it is worth remembering what is actually at stake: a supply relationship built over more than a century that would be extraordinarily costly to lose and nearly impossible to replace.
- Topic:
- Bilateral Relations, Trade, Economic Security, Semiconductors, Energy, and Critical Minerals
- Political Geography:
- Africa, South Africa, North America, and United States of America