Primary commodities as the playing field for the global arena
The relationship between the environment and conflicts has been widely studied since the 1987 Brundtland Report (Dresse et al., 2019). Initially, studies have looked at the control over environmental resources as a possible cause of conflict. More recent literature has expanded the investigation by including the impact of war on the environment from an ecological perspective (Levy and Sidel, 2016; White and Désoulières, 2017; Durham and Pizzino, 2019; Kotsis, 2024) as well as from peacebuilding perspective (Anderson and Olson, 2012; Brooke and Matthew, 2016; Dresse et al., 2019; Ide, 2020; ECCP, 2022) and climate change (Buhaug and Von Uexkull, 2021). These new approaches were also embraced by the International Law (Stahn, Iverson and Easterday, 2017; de La Bourdonnaye, 2020; Stepputat and Munive, 2022; Minkova, 2023; Palarczyk, 2023) producing new concepts such as ecocide (Eichler, 2020; Wirtu and Abdela, 2025). This wide literature and debate on the linkages between resources and conflict was effectively summarised by Le Billion (2014) as falling into three mechanisms: resources can have an institutional weakening effect, a motivational effect and an opportunity effect by financing hostilities. Given the purpose of this essay, the two linkages that is worth investigating further are causal (resources to conflict onset) and financing mechanism what Le Billon calls resource conflict and conflict resources.
Resource conflicts were initially framed in respect to resource scarcity and resource abundance. The emphasis on scarcity has been losing popularity given the lack of empirical evidence in its support (Koubi et al., 2014) apart from agricultural land scarcity. Interestingly, scarcity of vital resources such as water seems to reduce the odds of violence (Vesco et al., 2020). On the contrary, the abundance argument has been gaining interest due to a more robust set of empirical findings. This approach identifies a direct mechanism that sees resources as easily accruable rents that attracts interest from local actors (Collier, 1999; Collier and Hoeffler, 2005) both SA and NSAG. This ease of access to a source of income often generates a distortion in the economy that start over relaying on a single sector (Dutch Disease) and that develops a shadow economy based on corruption, patronage that ultimately weakens institutions (Auty and Gelb, 2004).
For this study, what is relevant to notice is that conflict resources were generally conceptualised as a stationary stock over which SA and NSAG could take control. These approaches were short on two important aspects: access and variability over time. A more recent stream of investigations explored the relationships between minority groups, NSAG, access to resource by using geolocated data (Fearon and Laitin, 2003; Buhaug and Rød, 2006; Cuvelier, Vlassenroot and Olin, 2013). Reported findings showed that geographical asymmetries in power sharing matters (Buhaug, Cederman and Rød, 2008) as well as the position and access of resources in relation to NSAG. Lujala et al. (2010) found that presence of gemstone and hydrocarbons within the territory controlled by NSAG increased the duration of a conflict by several folds. On the contrary, the presence of production facilities did not have any impact. Maystadt et al. (2014) found that mining concession in DRC created a displacement of violence in nearby territories due to the need of having a buffer zone around the extraction point that can ensure operation and trading. Berman et al. (2017) found that the seizure of point-resource location can increase the likelihood of fighting activities nearby. These studies not only underline the importance of geographical unit of observation but also stress the importance of the relationship between resources and NSAG. To be effective, resource need to be in control and surrounded by a condition of relative stability that ensures their extraction and trade.
The second shortcoming of earlier studies on resource and conflict was related to the assumption of commodities being static (Estancona, 2021). This is detrimental because it does not fully appreciate the importance of market fluctuation impact. Evidence shows that the trade sector usually remains the main contributor to GDP in fragile states (Calì, 2015, p. 13) even during conflicts. Influencing mechanism can be multiple: trade flows can change real income and therefore increase tension between groups while price volatility of resources can affect the greed for control over them. Steep increase of mineral values was estimated to account for 14-25% of average violence in Africa 1997-2010 (Berman et al., 2017) while the presence of multinational firms and their business in a specific territory may contribute to conflict (Sonno 2025).
Within the market-conflict relations, a specific aspect plays an important role in this argument: the possibility of transforming controlled natural resources into revenue to finance conflict. This essay will use the case of mineral extraction and trading to better understand the complex dynamics that place NSAGs in a new role within the global arena. The case of minerals is particularly interesting for different reasons: it is a high-value resource, lootable, usually point-source that, in most cases, does not require sophisticated infrastructure for its extraction. In addition, recent global phenomenon such as the energy transition from carbon, the “trading war” and the interest in using minerals as financial assets as hedges against recent market volatility, has made minerals trading a key activity in the geo-political arena (Gibson, 2023). These changes are creating a shift in demand, disruption on supply chain and therefore and increase of a supply risk that is often described as natural resource scarcity (NRS). This situation can be faced in three ways: by discovery, finding new sources of the same resource, or by substitution, which requires finding a less scarce resource to replace the scarce one. A third way is the possibility of using illicit source of supply (Hilend et al., 2023). It is easy to see how this last pathway can be intrinsically linked to conflict, NSAGs and shadow governance structures of SAs. Before looking at case study that show how NSAGs are navigating these complexities, it is interesting to briefly understand the legal aspects of resource extraction from a NSAG.
From the law of belligerent occupation, the occupying power would be allowed to administer resources under the rules of usufruct. This provision is not guaranteed under International Humanitarian Law making any exploitation of resources illegal. The latest documents on the environment and conflicts (ICRC 2020 Guidelines on the Protection of the Environment in Armed Conflict and International Law Commission in its 2022 Draft Principles on the Protection of the Environment in Relation to Armed Conflicts) did not address the topic explicitly adding ambiguity around NSAG rights and duties (Askary and Hosseinnejad, 2023) and leaving the international law community split amongst those that are in favour and those against the extension of usufruct to NSAG. In line with the objectives of this essay, it is noteworthy that proponents right to usufruct support their position by highlighting the potential role of non-state armed groups (NSAGs) as intermediaries between natural resources and the needs of local populations, thereby justifying their extraction of such resources for this purpose.