Insights

Med-Or Monthly Africa Report February 2026

The fourth edition of the monthly report on Africa is now online

The February 2026 edition of the Med-Or Monthly Africa Report – a publication dedicated to providing strategic insight and expert analysis on the developments shaping Africa’s future – is now online.

The global order is fragmenting - and Africa is no longer operating at the margins of that shift.

From the Red Sea to critical minerals, from AI sovereignty to debt and diplomacy, the forces reshaping Africa’s future are accelerating and converging. The question is no longer whether Africa is strategic - but who helps shape the rules.

Our February Newsletter brings together analysis from:

• Umberto Tavolato on Europe-Africa relations, the Mattei Plan, and strategic autonomy

• Giuseppe Mistretta on the sharp decline in Chinese lending and what replaces it

• Corrado Čok on Gulf rivalry, Red Sea instability, and mineral geopolitics

• Luciano Pollichieni on China’s renewed push into African gold

• Adi Guyo on South Sudan’s stalled transition and regional spillovers

• Carlotta Ridolfi on Africa’s AI leap, sovereignty, and the Nairobi AI Forum

Read the full edition HERE

Articles

Water as a Strategic Vulnerability in Middle Eastern Conflicts

While oil dominates the attention of global markets, water represents the true existential infrastructure of Gulf societies. The growing dependence on desalination is turning water systems into an increasingly significant strategic vulnerability in the region’s conflicts.

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Video/Photos

MED-OR TALKS: eighth episode with Thomas De Maizière

We’re thrilled to launch the eighth episode of Med-Or Talks.

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Articles

Iran bars the gates of Hormuz

The closure of the Strait of Hormuz blocks gas and oil exports from the Gulf, triggering a potential energy crisis. The consequences for international balances.

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