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Burkina Faso officially broke diplomatic relations with France on June 26, with state TV citing mutual respect, sovereignty and non-interference. This follows years of strained security, aid and military cooperation between Ouagadougou and Paris.
This is bigger than diplomacy. When a Sahel government cuts a major Western link, investors start asking who protects mines, trade routes and contracts.
Gold, uranium, logistics and Africa-linked French firms are the market focus. Sahel risk supports safe-haven demand; weaker French access lifts security and operating costs.

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