AGP Executive Report
Last update: 8 hours agoCritical Minerals & Processing: Evion’s Panthera Graphite Technologies JV in India generated US$530k EBITDA in its first year of commercial production while running at under 25% capacity, and is now ramping up toward US$5.8m annual EBITDA; the processing know-how is also described as transferable to Evion’s graphite and fluorspar projects. Diplomacy for Minerals: Indonesia’s foreign minister called Madagascar a strategic gateway to Africa’s mineral wealth, pushing deeper ties in mining, energy and finance, alongside a visa exemption deal for diplomatic/official passport holders. Maritime Enforcement (Madagascar-linked): France intercepted the sanctioned tanker Tagor in the Atlantic, with reporting citing a Madagascar flag and a mid-voyage switch to Cameroon, as part of wider crackdowns on Russia’s “shadow fleet.” Mining Safety: In eastern Madagascar, a landslide at an illegal gold mining site in Vatomandry killed 11 artisanal miners, prompting an immediate closure order. Food Security Shock: S&P warns the Iran war is disrupting fuel and fertilizer flows via the Strait of Hormuz, raising risks of food shortages across import-dependent African economies, with Madagascar flagged as highest risk.
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