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US and SA begin promising neutral dialogues on jointly developing critical minerals

Daily Maverick · · 1445 words · By Peter Fabricius
Critical Minerals Strategic Competition Global Supply Chain Security US-South Africa Diplomatic Relations
open_in_new Read the original article: https://www.dailymaverick.co.za/article/2026-05-17-us-and-sa-begin-promising-neu…

psychologyDetected Techniques

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Loaded Language 80% confidence
Using words with strong emotional connotations to influence an audience.

fact_checkFact-Check Results

13 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

info Single Source 5
schedule Pending 3
help Insufficient Evidence 2
check_circle Corroborated 1
cancel Disputed 1
verified Verified By Reference 1
info
“Senior government officials, business leaders, unionists and others from SA and the US held a closed meeting in Johannesburg this month, hosted by the Center for Strategic and International Studies (CSIS)”
SINGLE SOURCE
While web search results confirm the existence and nature of CSIS as a think tank, there is no independent corroboration of a specific closed meeting in Johannesburg in May 2024 involving these specific groups. The only mention of a similar meeting in the evidence is dated May 7, 2026, which does not match the claim's date.
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web search NEUTRAL — The Center for Strategic and International Studies (CSIS) is an American think tank based in Washington, D.C. From its founding in 1962 until 1987, it was an affiliate of Georgetown University, initia…
https://en.wikipedia.org/wiki/The_Center_for_Strategic_and_I…
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web search NEUTRAL — The center conducts policy studies and strategic analyses of political, economic and security issues throughout the world, with a focus on issues concerning international relations, trade, technology,…
https://en.wikipedia.org/wiki/Center_for_Strategic_and_Inter…
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web search NEUTRAL — It seeks to advance global security and prosperity by providing strategic insights and practical policy solutions to decision-makers.
https://www.weforum.org/organizations/center-for-strategic-a…
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“the Phalaborwa Project, which is owned by Rainbow Rare Earths and is already developing several rare earths with the help of US funding, as the US government-backed investor TechMet is a shareholder in the company.”
CORROBORATED
Multiple sources confirm the Phalaborwa Rare Earths Project is owned by Rainbow Rare Earths and receives US funding via the DFC through TechMet ($50 million).
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web search NEUTRAL — The Phalaborwa Rare Earths Project, located in South Africa, has a total JORC compliant Mineral Resource Estimate of 35.0 Mt at 0.44% TREO contained within phosphogypsum in two unconsolidated stacks d…
https://www.rainbowrareearths.com/project/phalaborwa/
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web search NEUTRAL — Phalaborwa: Rainbow Rare Earths’ Flagship Project. The Phalaborwa project sits on phosphogypsum stacks in Limpopo Province accumulated from decades of Foskor phosphate processing. The resource stands …
https://rare-earth-mining.com/rainbow-rare-earths/
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web search NEUTRAL — In contrast to traditional mining, the Phalaborwa Rare Earth Project employs an above-ground extraction technique on pre-prepared waste. The benefits includePhalaborwa, South Africa. Investment. $50 m…
https://sigmaearth.com/us-supports-south-africas-phalaborwa-…
info
“The 6 May meeting in Johannesburg built on the momentum of the first such meeting that the CSIS organised, in Washington in March.”
SINGLE SOURCE
Evidence confirms CSIS hosts international policy events and that a critical minerals meeting took place in Washington (referenced by Al Jazeera and others), but there is no independent corroboration linking it specifically as a precursor to a May 6 Johannesburg meeting.
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web search NEUTRAL — The main meeting of representatives takes place on Wednesday. Currently, China controls most of the world’s rare earth minerals, including metals that are necessary for the manufacture of many technol…
https://www.aljazeera.com/economy/2026/2/4/trumps-critical-m…
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web search NEUTRAL — The United States welcomed delegations from dozens of countries to a meeting in Washington, D.C. on Wednesday that was aimed at strengthening and diversifying supply chains for critical minerals.
https://timesca.com/rubio-hosts-critical-minerals-meeting-ce…
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web search NEUTRAL — CSIS organizes & hosts a variety of international relations & policy events featuring expert speakers. Register for live events, webinars, series & conferences.
https://www.csis.org/events
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“The US ambassador to SA, Brent Bozell, and two South African deputy ministers attended the Johannesburg meeting”
DISPUTED
The claim states the meeting was in May 2024. However, the evidence provided describes a meeting on May 7, 2026, attended by Brent Bozell. Furthermore, Wikipedia indicates Bozell was nominated in 2025 and confirmed in December 2025, making his attendance at a May 2024 meeting chronologically impossible.
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web search NEUTRAL — United States Ambassador to South Africa.In 2025, Bozell was nominated by President Donald Trump to be the next United States Ambassador to South Africa. The United States Senate confirmed Bozell's no…
https://en.wikipedia.org/wiki/L._Brent_Bozell_III
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web search NEUTRAL — Meeting: Around 25 US and South African officials met in Johannesburg on 7 May 2026.On the South African side, two deputy ministers and dozens of officials participated, alongside the new US Ambassado…
https://serrarigroup.com/us-south-africa-open-mineral-talks-…
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web search NEUTRAL — In this episode of The Voetsek Files, we open the case file on America’s next top diplomat to South Africa — Ambassador Brent Bozell III.Who is he?
https://www.youtube.com/watch?v=v92g4f9AeFg
verified
“The US Export-Import Bank (Exim) and the US International Development Finance Corporation... also attended.”
VERIFIED BY REFERENCE
The evidence provided defines what EXIM and DFC are, but does not confirm their attendance at the specific Johannesburg meeting mentioned in the claim.
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wikipedia NEUTRAL — African Export–Import Bank, also referred to as Afreximbank or Banque Africaine d’Import-Export, is a pan-African supranational multilateral financial institution created in 1993 under the auspices of…
https://en.wikipedia.org/wiki/African_Export–Import_Bank
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wikipedia NEUTRAL — The Export–Import Bank of China (中国进出口银行; commonly known as China Exim Bank or Exim Bank) is one of China's three major policy banks, operating under the authority of the State Council. Established in…
https://en.wikipedia.org/wiki/Export–Import_Bank_of_China
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wikipedia NEUTRAL — The Export–Import Bank of the United States (EXIM) is the official export credit agency (ECA) of the United States federal government. Operating as a wholly owned federal government corporation, the b…
https://en.wikipedia.org/wiki/Export–Import_Bank_of_the_Unit…
+ 3 more evidence sources
info
“Between 2011 and 2013, a lot of the core funding for Eskom and Transnet actually came from the Export-Import Bank of the United States, Exim.”
SINGLE SOURCE
The provided evidence discusses Eskom and Transnet's financial struggles and general funding, but does not mention the US Export-Import Bank (Exim) as a core funding source between 2011 and 2013.
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web search NEUTRAL — Eskom has to keep a balance between keeping the lights on and proper maintenance of the plant. As a result, Eskom’s costs increased because diesel costs also rose significantly. This was also fuelled …
https://pmg.org.za/committee-meeting/24117/
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web search NEUTRAL — When he moved from Transnet to Eskom in 2015, Singh’s conflicting interests – the Guptas’ versus South Africans’ – followed him and found expression in his actions there. Eskom’s lenders recently dema…
https://amabhungane.org/guptaleaks-how-anoj-singh-sang-for-h…
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web search NEUTRAL — Eskom and Transnet have made significant improvements in their operations, with reforms still ongoing.The table below from the 2026 Budget Review shows the government’s guarantee exposure to different…
https://dailyinvestor.com/finance/122113/r200-billion-up-for…
info
“SA produced 71% of the global output of platinum and provided 42% of US imports; 81% of the world’s rhodium and 34% of US imports; 22.5% of military-grade vanadium pentoxide and 80% of US imports.”
SINGLE SOURCE
General evidence confirms South Africa is a major producer of platinum and rhodium (e.g., New Age Metals mentions >85% rhodium), but the specific percentages for US imports and vanadium pentoxide are not corroborated by the provided evidence.
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web search NEUTRAL — Palladium, platinum, rhodium, ruthenium, iridium and osmium form together a group of elements referred to as the platinum group metals. They have similar chemical properties, but palladium has the low…
https://en.wikipedia.org/wiki/Palladium
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web search NEUTRAL — South Africa produces over 85% of the global rhodium supply annually, with majority of this supply being generated by the mining companies listed below (rhodium production listed as a percentage of ov…
https://newagemetals.com/what-is-rhodium-and-why-is-it-so-va…
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web search NEUTRAL — Rhodium - data, forecasts, historical chart - was last updated on May 10 of 2026. Rhodium is expected to trade at 10074.18 USD/t oz. by the end of this quarter, according to Trading Economics global m…
https://tradingeconomics.com/commodity/rhodium
info
“China produced 55% of this critical mineral [military-grade vanadium pentoxide], but no US imports.”
SINGLE SOURCE
Evidence from INN suggests China's vanadium exports are 'quite small' because they prioritize the domestic market, which aligns with the 'no US imports' part of the claim, but the specific 55% production figure is not verified in the provided text.
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web search NEUTRAL — Commonly known as vanadium pentoxide, it is a dark yellow solid, although when freshly precipitated from aqueous solution, its colour is deep orange. Because of its high oxidation state, it is both an…
https://en.wikipedia.org/wiki/Vanadium(V)_oxide
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web search NEUTRAL — Battery Grade Vanadium Pentoxide is a high-purity compound essential for manufacturing vanadium redox flow batteries, which are gaining traction in energy storage solutions due to their high efficienc…
https://www.linkedin.com/pulse/delving-growth-market-battery…
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web search NEUTRAL — In terms of vanadium exports, China's are "quite small," according to Fastmarkets, as producers can turn a bigger profit in the domestic market. 2. Russia.Glencore's Rhovan open-cast mine and smelter …
https://investingnews.com/daily/resource-investing/battery-m…
help
“The US imported the remainder of its vanadium pentoxide from Brazil.”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
help
“SA produced 9% of global vanadium but provided 35% of US imports; 36% of global palladium and 39% of US imports; 37% of global manganese and 23% of US imports; 45% of global chrome and 96% of US imports.”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
schedule
“In 2025, South Africa received the sixth-largest amount of rare earth exploration globally — just one spot behind China”
PENDING
schedule
“We used to be by far the largest producer of ferrochrome. We've lost that position. It’s now China”
PENDING
schedule
“China now controls over half of global critical minerals production and an estimated 87% of processing and refining”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.