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The shift from aid to investment and hard commercial deals is already paying off in Kenya. More than $600 million in fresh American commitments, AGOA extended to 2028 and the Trump administration's push to process minerals on Kenyan soil instead of exporting raw rock abroad show what a results-driven partnership can deliver. Nairobi has cut taxes, fixed transfer pricing rules and opened the door, bringing in American capital, technology and jobs.
The Trump administration's talk of local processing doesn't change the pattern that has defined mineral deals across Africa for decades. Washington and Silicon Valley want cobalt, copper and rare earths to power their industries and supply chains, while pledges about jobs and value addition have often come with pressure to loosen labor, safety and environmental rules. Kenya should demand strong, enforceable terms that protect its own interests, not promises.