By Javier Surasky
A version in Spanish will be available next Thursday
Introduction: Why Speak of “Noise”
The
conflict over Western Sahara is a paradigmatic case of unfinished
decolonization: a Non-Self-Governing Territory, a blocked self-determination
process, a de facto administration that consolidates facts on the ground, and a
multilateral framework unable to enforce international law. Now, it can be understood as an AI geopolitics-related occupation case.
In this
process, natural resources have played a central role because of their material
importance and their capacity to reshape alliances, alter narratives of
legitimacy, and mold expectations. This text argues that Morocco is introducing
a new kind of “noise” into the process, understood here as communications or
projects that promise future value, require no immediate proof, and shift the
axis of debate from status/consent to development/security.
This is the
situation created by the suggestion that critical minerals may exist there,
potentially linked to value chains associated with the artificial intelligence
(AI) industry, alongside sustainable energy and digital infrastructure projects
in the occupied territory, as a device for generating value and, through that
path, a factor in prolonging the status quo.
This blog
will allow us to view from a different angle issues previously addressed, such
as sovereignty in times of AI and AI as a colonial force. We will examine
historical-cultural, legal-political, and regulatory aspects applicable to
natural resources in Non-Self-Governing Territories, as well as the emergence
of the narrative “noise” being built in the region around the category of
“critical minerals” and its association with digital economies.
The Conflict in Three Milestones: 1963, 1975, and 2002
For the
United Nations, Western Sahara is a “Non-Self-Governing Territory” and
therefore the continuation of an unresolved colonial situation. “Western Sahara
has been on the United Nations list of Non-Self-Governing Territories since
1963” (United Nations, 2024).
In the
1970s, the dispute intensified. From a sociohistorical perspective, Mateo’s
thesis underscores the large-scale political mobilization that marked the
moment of Moroccan occupation and that “would go down in history as the ‘Green
March,’ which involved the movement of more than 350,000 people into the
Sahrawi area in order to occupy that territory” (Mateo, 2016:49). It is in this
scenario that the POLISARIO Front was born, the national liberation movement of
the Sahrawi people, which took up arms in defense of their right to
self-determination.
A new
turning point came with the “Madrid Accords” of 1975, signed secretly by Spain,
Morocco, and Mauritania, which reorganized the administration of the territory
by dividing it between the latter two, treating the Sahrawi people as an object
with no rights whatsoever. The then UN Legal Counsel, Hans Corell, was
particularly clear in emphasizing that this arrangement did not amount to a
transfer of sovereignty: “The Madrid Agreement did not transfer sovereignty
over the Territory, nor did it confer upon any of the signatories the status of
administering Power” (S/2002/161, para. 6).
This
historical background sets up the legal framework of the conflict: the
discussion over the status of the territory remains anchored in the application
of the principle of self-determination, which by its very nature is sensitive
to discursive shifts.
Blocked Self-Determination
In the same
year the illegal Madrid Accords were signed, the International Court of Justice(ICJ) issued its Advisory Opinion in the “Western Sahara Case,” in which it
stated that “the materials and information presented to it do not establish any
tie of territorial sovereignty between the territory of Western Sahara and the
Kingdom of Morocco (...). Thus the Court has not found legal ties of such a
nature as might affect the application of resolution 1514 (XV) in the
decolonization of Western Sahara and, in particular, of the principle of
self-determination through the free and genuine expression of the will of the
peoples of the Territory” (ICJ, 1975, para. 162). Nothing has changed.
Although it
is not a legally binding document, The Office of the Legal Counsel and
Directorate for Legal Affairs of the African Union Commission issued a legal
opinion in 2015 whose paragraph 66 expresses the same view, while calling for
action: “it is evident that both the United Nations and the African Union must
exercise their responsibilities and put pressure on Morocco to comply with the
principles of the United Nations and relevant international law regarding the
right to self-determination and the exploitation of natural resources” (African
Union, 2015).
Going back
further, in 1991, the UN Security Council (S/RES/690/1991) approved the
creation of the United Nations Mission for the Referendum in Western Sahara
(MINURSO), which still exists today but has never been able to fulfill its
mandate because of Morocco’s constant obstruction. The Secretary-General’s 2025
report places the conflict in its “fiftieth year” (considering only the
contemporary phase of the conflict) and records the persistence of political
and humanitarian tensions (S/2025/612). This combination of a clear legal
situation and weak results creates a context in which “economic facts” can
distort the dynamics of the decolonization conflict.
Natural Resources, Permanent Sovereignty, and Consent
The
international regime governing natural resources is particularly sensitive when
it comes to territories under colonial domination or occupation. As early as
1962, the General Assembly affirmed that permanent sovereignty over natural
wealth and resources must be exercised “in the interest of national development
and of the well-being of the people” (Resolution 1803 (XVII)).
However, it
was not until 2002 that, in response to questions concerning contracts related
to resources in Western Sahara, Corell, who, as noted above, was the UN Legal
Counsel, formulated what has become a central standard, stating that if the
parties to an agreement act “in disregard of the interests and wishes of the
people of Western Sahara, they would be in violation of the principles of
international law applicable to mineral resource activities in
Non-Self-Governing Territories” (S/2002/161). That formula introduces a crucial
distinction for our current purpose, since the stages prior to the exploitation
of a natural resource in a territory under colonial occupation, prospecting,
announcements, can produce political and economic effects if they do not
incorporate the interests and wishes of the people subjected to that
occupation, even when no benefits or extraction have yet materialized.
In
parallel, the case law of the Court of Justice of the European Union (CJEU) has
operated as an additional arena for consolidating the criterion of consent by
addressing the legality of certain agreements between the EU and Morocco
applicable to Western Sahara. In a judgment concerning the territorial
extension of trade preferences between Morocco and the EU, the Court recalled
the logic of the “third party” within the framework of the relative effect of
treaties and the requirement of that party’s consent: it “held that, in either
case, such application had to be consented to by that third party” (CJEU,C-104/16 P, 12.21.2016). Later, in a judgment concerning the sustainable
fisheries agreement in the waters of occupied Western Sahara, it reiterated its
position by reaffirming the need for the “consent of the people of a
Non-Self-Governing Territory holding the right to self-determination as a third
party to an international agreement” (CJEU, C-266/16, 02.27.2018).
Thus, the
conflict moves within a structural tension: international and European law
reaffirm self-determination/consent, while economic and administrative
practices tend to normalize the integration of the territory into the Moroccan
sphere. This is where mineral “noise” may become functional to the interests of
the occupying colonizer.
“Critical” Minerals: Geology as the Occupier’s Strategy
In recent
years, the category of “critical minerals” has expanded in the vocabulary of
policies on access to natural resources. What matters here is its performative
power: the label “critical” does not describe a geological property, but rather
a strategic status that revalues territories as potential suppliers.
In the case
of Western Sahara, this semantics can turn a territory already under colonial
domination, with proven economic value through its phosphates, particularly Bou
Craa, and its fishing grounds, into an imagined future node in technological
supply chains. When the discussion shifts from traditional resources to
strategic inputs for AI, the conflict takes on a new dimension linked to
“digital transition,” “data sovereignty,” and “technological security.”
To put it clearly, the mere suggestion that “critical minerals” for the digital industry may exist introduces a new “political noise” that makes it harder to hear the voice of international legality. And Morocco seems to have begun playing that card through the publication of three institutional briefs by its National Office of Hydrocarbons and Mines (ONHYM), announcing prospects for the presence of “rare earths” and metals such as niobium and tantalum in the Dakhla/Lahjeyra–Glibat Lafhouda area (ONHYM, 2009; 2021; and 2024), in the occupied zone of Western Sahara.
|
Material |
Characteristic |
Use in
the digital industry |
|
Rare earths |
A term
grouping multiple elements that are key to digital industries |
Used in
high-performance permanent magnets, lasers and specialized optical
applications, and screens, lighting, and sensors, all indispensable in
display and detection technologies |
|
Niobium |
Superconducting
alloys and superconducting magnets |
Used in
telecommunications, photonics (the detection and manipulation of light to
transmit information), and high-strength alloys |
|
Tantalum |
High
capacity to store electrical charge (capacitance) in a small support |
In demand
in compact electronics (mobile devices, computer equipment,
telecommunications) and in processes and materials that increase the
reliability and performance of electronic components |
ONHYM and the Problem of Disclosure Without Standards
None of the
three ONHYM “reports” has been published under internationally recognized
standards for identifying natural resources, which were established precisely
to limit the margin of public ambiguity that can result from a lack of
technical verification.
The CRIRSCO
standard operates as a minimum international template for public reporting of
exploration results, resources, and reserves, and emphasizes comparability and
professional responsibility (CRIRSCO, 2019).
JORC
establishes criteria for public disclosure and requires that information be
prepared by a competent person, that standardized terminology be used, and that
potentially misleading wording be avoided (JORC, 2012). Along the same lines,
NI 43-101 functions as a regulatory regime for the disclosure of scientific and
technical information on mineral projects, ensuring conditions for oversight or
approval of published information and restricting public claims about resources
outside recognized categories (Ontario Securities Commission, 2023).
The
Moroccan entity’s suggestive but uncertified announcements may be effective in
creating doubt through unverifiable claims, and in that sense their main effect
is political: they introduce a specific “noise” by installing a discussion
about horizons of future value that operates in two directions. As a
“centripetal force,” it reinforces a narrative of “development” and
“prosperity” under Moroccan administration, supporting its strategy of
consolidated facts. As a “centrifugal force,” it produces a narrative that
attracts state and non-state economic actors.
The
mechanism is simple: even without actual extraction, the expectation of future
value reshapes perceptions of risk, reputation, and opportunity. When that
happens, incentives for the administrative normalization of the territory are
strengthened, and the practical centrality of the principle of
self-determination is weakened: a problem of public disclosure that fosters
expectations and displaces the discussion on self-determination.
Dakhla: Data, Energy, and the Normalization of Occupation
The second
component of contemporary noise is digital infrastructure. “The installation of
a 500 MW hyperscale data center for artificial intelligence is planned in the
occupied territory” (Western Sahara Resource Watch, 2025b), more precisely in
Dakhla. The mere announcement of this construction within the territory of
Western Sahara produces an effect of territorial normalization over the
disputed space, sustained by an agenda of digital transition and security in
data storage. The colonial conflict undergoes a new displacement, pushed by the
language of technological governance.
That
digital component of and within the occupation is linked to an energy dimension
that, in Western Sahara, forms part of the political economy of occupation.
Critical literature has shown that the supposedly neutral and universalist
languages of the energy transition can be used as devices for legitimizing and
prolonging situations of territorial domination. A recent report by Western
Sahara Resource Watch (WSRW) frames the problem especially directly: “Morocco’s
push to build energy infrastructure in Western Sahara is not limited to the
generation of clean energy, but entrenches and normalizes an illegal
occupation” (WSRW, 2025a:6), stressing that through processes implemented
without the consent of the Sahrawi people, a façade of legitimacy is created
and material incentives are generated that consolidate de facto control:
“renewable energy has become an instrument of control” (WSRW, 2025a:3).
Read
together with the announcement of the data center in Dakhla, these elements
co-produce an integrated imaginary of transition and development under Moroccan
sovereignty: “projects developed in occupied territories obstruct any
meaningful effort to end military action and, on the contrary, entrench
occupying powers and grant them legitimacy in the eyes of the world” (Alkhalili
et al., 2023:6).
In this
way, “The green transition is being used as a tool of occupation, allowing
Morocco to consolidate control over the territory under the appearance of
environmental leadership” (SONREP, 2025:34).
Unless
unmasked, Moroccan narratives seek to turn economic promise into a substitute
for consent, leaving unanswered the central political question of the case: who
is entitled to decide over the territory, and under what conditions the
collective will of the occupied people is expressed. In that sense, the promise
of development tends to translate a dispute over international legal status
into an instrumental discussion about future benefits, stability, and economic
opportunities. Here the edge of the argument appears: “noise” does not seek to
prove anything, but to reframe the discussion by promoting a “politics of
expectation.”
Conclusion: The Politics of Expectation
Nothing in
this text can categorically affirm or deny the existence of critical minerals
in Western Sahara, nor is that our objective. Our claim is quite different: in
a conflict of incomplete decolonization, the public introduction of the issue
of critical minerals for AI, combined with announcements about data centers and
renewable energy, functions as a set of arguments that add “noise” to the
decolonization process, which must implement the principle of
self-determination of peoples, a fundamental pillar of contemporary
international law.
That noise
shifts the international legal axis toward languages and narratives of
investment, technological security, and local development that take shape
without regard for the rights, wishes, and needs of the occupied population.
The result is uncertainty oriented toward reinforcing the status quo within a
broader framework in which the passage of time already operates as a structural
factor consolidating the occupation.
What we are
talking about is the use of promises of a technological future as a mechanism
for normalizing and consolidating persistent colonial structures, occupation,
resource appropriation, and denial of the right to self-determination, through
languages of development, innovation, and transition that displace the
centrality of the legal-political problem. AI and digital technologies can be a
factor of colonization through the introduction of biases, but also through
facts on the ground.
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