Geopolitical Shift? China and Russia Eye Potential Recognition of Moroccan Sovereignty Over Western Sahara
A recent report from the Migration Research Institute suggests a potential seismic shift in the long-standing Western Sahara dispute. Morocco’s strategic importance and stability within the Maghreb region are increasingly recognized, possibly paving the way for wider international acceptance of its sovereignty over the contested territory. This development could significantly impact regional dynamics, trade relations, and the burgeoning African tech and manufacturing sectors.
Evolving International Alignment
Morocco seemingly enjoys strong backing from key Western powers, including the United States, France, and the United Kingdom, regarding its position on the Western Sahara. Specifically, the inclusion of the territory within Moroccan borders on official maps by these nations signals a growing consensus. The report indicates that China and Russia, permanent members of the UN Security Council, may be poised to follow suit in the coming months, potentially solidifying Morocco’s position on the global stage. Such a move would represent a major diplomatic victory for Morocco and could reshape the political landscape of the region.
Morocco’s Ascent as an Energy and Manufacturing Hub
Beyond the political sphere, Morocco is rapidly emerging as a significant player in the global energy transition and electric vehicle (EV) battery supply chain. The nation holds an estimated 70% of the world’s phosphate reserves, a vital resource for producing mid- to low-end batteries. This strategic advantage positions Morocco to potentially displace Indonesia in serving the European Union’s battery market, due to its geographical proximity.
Furthermore, major investments are pouring into Morocco’s manufacturing sector. Chinese giant CNGR Advanced Material has committed $2 billion to build a cathode plant aimed at supplying the American and European EV battery markets, effectively bypassing recently implemented trade restrictions. This trend highlights Morocco’s attractiveness as a manufacturing hub, offering a stable environment, streamlined permitting processes, and strategic access to key international markets. LG Chem of South Korea and China’s Huayou Cobalt also announced plans to construct a lithium cathode and refining plant in September 2023, further solidifying Morocco’s role in the global battery ecosystem.
The potential recognition of Moroccan sovereignty by China and Russia, coupled with the nation’s growing prominence in the global energy and manufacturing sectors, signals a significant turning point. These developments could usher in a new era of stability and economic opportunity for Morocco and the broader Maghreb region, attracting further foreign investment and fostering innovation across various sectors, particularly in the African tech startup landscape.
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