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Sahel Futures Independent research project Opening paper

What would change our mind

Writers should place a paper’s expiry conditions beside its conclusion. Daniel states what each Sahel Futures paper says, where its evidence stops and which new fact should force a review.

9published papers
87linked source references
10–18 Julyresearch cut-offs

Daniel reviewed the full catalogue after its first nine papers. He checked titles, dates, reading times, source counts, method notes and the limits he stated in each article.

Daniel does not score a paper or hide judgement inside a colour. He gives you the claim in force, the weakness you should keep in view and an observable event that should reopen the file.

01

Number check · Research cut-off: 17 July 2026 at 23:59 ET

Five Sahel mining numbers that need a date stamp

Conclusion in force

Editors need to attach the ownership basis, permit condition, cost assumption, transaction status or financing condition to five current company claims.

Known limit

The B2Gold entry records that Daniel found no later company announcement. It cannot establish the status of Mali’s internal permit process.

Review when

A Fekola Regional permit notice, completion of the Allied-Zijin transaction, Q2 mining results or a Dasa financing agreement.

10 linked source referencesCompany filings, results releases, transaction updates and one nationalisation report.
02

Market note · Research cut-off: 18 July 2026

Barrick’s Mali restart faces a 2026 cost test

Conclusion in force

Loulo-Gounkoto beat Barrick’s first-quarter restart plan. Q2 and Q3 must show whether the mine can deliver its 2026 cost range.

Known limit

Daniel draws this analysis from one quarter of restart data. Barrick’s production and cost guidance remains forward-looking.

Review when

Barrick’s Q2 2026 Loulo-Gounkoto production, capital work, cash costs and AISC.

6 linked source referencesBarrick’s annual and quarterly filings, company announcements and Reuters reporting.
03

Assessment · Research cut-off: 13 July 2026

Cocaine across the Sahel: the protection economy

Conclusion in force

Traffickers move cocaine through several West African and Sahara-facing corridors. Officials, brokers and armed actors sell the protection that keeps those routes open.

Known limit

Daniel keeps the map at country and hub level. Seizure records identify police contact with the market, but they cannot reveal the full volume or route.

Review when

A new UNODC assessment, a court record that names protectors or a seizure that establishes a new country-level branch.

12 linked source referencesUN drug-market reporting, a UN sanctions account, police cases and field reporting.
04

Assessment · Research cut-off: 12 July 2026

Mauritania is carrying Mali's war

Conclusion in force

Eastern Mauritania absorbs refugees and public costs from Mali’s conflict. Funding protection there also supports border stability.

Known limit

UNHCR figures use different dates and population definitions. Survivor testimony remains allegation unless an investigation or court reaches a finding.

Review when

New UNHCR operating data, protection surveys or aid allocations for Hodh Chargui.

12 linked source referencesUNHCR population records, WHO programme reporting, security analysis and reporting from Mauritania.
05

Assessment · Research cut-off: 12 July 2026

Mali after France: a harsher bargain

Conclusion in force

France left a security model that had lost public trust. Mali’s rulers chose Russian support, while monitors and reporters recorded new civilian-harm allegations and less independent scrutiny.

Known limit

Conflict datasets and reporters cannot capture every civilian death. Daniel treats participant statements and survivor testimony as attributed claims.

Review when

An independent civilian-harm finding, a new transition timetable or a durable change in territorial control.

14 linked source referencesHuman-rights findings, conflict reporting, refugee testimony and a Russian recruitment site.
06

Open-source check · Research cut-off: 12 July 2026

The road to Anéfis

Conclusion in force

The July convoy reached Anéfis and the FLA withdrew from the immediate area. Daniel found no public evidence of routine control over the Gao road.

Known limit

Reporters could not inspect the full route or verify casualty totals, vehicle losses or every participating unit.

Review when

A repeat convoy, verified civilian traffic or geolocated evidence of another withdrawal or attack.

4 linked source referencesAP, Reuters and Le Monde reporting, including statements from the Malian army and the FLA.
07

Research paper · Research cut-off: 10 July 2026

The Sahel: testing the Middle East analogy

Conclusion in force

Analysts can use the analogy to explain transnational conflict and competing patrons. Sahelian social geography, public institutions and displacement patterns require a separate frame.

Known limit

Daniel compares regional systems. He does not claim legal, historical or operational equivalence between the Sahel and the Middle East.

Review when

A change in AES institutions, security patronage, conflict geography or regional displacement records.

13 linked source referencesUN, ECOWAS, World Bank and conflict-index records, with institutional and major-news reporting.
08

Working paper · Research cut-off: 10 July 2026

The Confederation Test

Conclusion in force

The AES built a political identity before it built administrative capacity. Citizens will test it at borders, through security and through published budgets.

Known limit

AES officials have announced institutions and military capacity. They have published few budget or command records that prove implementation.

Review when

A confederal budget, joint-force command rules, measured border performance or a representation mechanism.

8 linked source referencesECOWAS statements, reporting on AES institutions and forces, and International Crisis Group analysis.
09

Working paper · Research cut-off: 10 July 2026

The Sovereignty Premium

Conclusion in force

Mali and Niger can gain bargaining power through state control. Citizens need contracts, sales and spending records before they can measure public value.

Known limit

Companies and governments have not published every contract term, sale, state-company account or use of resource revenue.

Review when

Audited refinery operations, Somaïr sale or arbitration records, oil revenue disclosures or EITI updates.

8 linked source referencesReporting on gold, uranium and oil projects, with EITI country disclosures.

Three fixes from the audit

  1. 01

    Daniel relabelled “The road to Anéfis” as an open-source check. He did not report from the field. The catalogue now matches the article’s nine-minute reading time.

  2. 02

    Daniel replaced two month-only publication dates with their 10 July date.

  3. 03

    Daniel added article-level AI method notes to the two founding working papers.

Counts are checks, not grades

A linked source reference means one external link in an article’s source desk. Daniel counts a source again when two papers use it. The number alone cannot establish quality.

Daniel used a script to compare the catalogue with the article files and count external links. He used AI-assisted tools to review structure and wording. Daniel read the pages, wrote the conclusions and set each review trigger.

Download the research register (.csv)
RETURN TO THE CATALOGUEAll research