AGP Executive Report
Last update: 11 hours agoRare-Earth Financing: The U.S. International Development Finance Corporation (DFC) has backed Harena Rare Earths for Madagascar’s Ampasindava Ionic Clay Rare Earth Project, aiming to build a stronger, less China-dependent supply chain for magnet metals used in EVs, renewables and defense. Energy & Industry: Energy Fuels says it has completed its acquisition of Australian Strategic Materials, adding rare-earth metals and alloy capacity that supports a mine-to-magnet manufacturing push. Ports & Logistics: ICTSI has signed to acquire TLG, expanding cargo-handling reach across South Africa, Mozambique and Namibia with a focus on bulk, including agricultural and mineral commodities. Fuel Market Shift in Madagascar: Madagascar has moved fuel importing for JIRAMA away from four private distributors to a state procurement agency, with a first direct cargo arriving in August—an overhaul that could reshape costs and supply reliability. Maritime Disruption Watch: Coverage highlights how major shipping chokepoints are under strain, with knock-on risks for energy and trade flows that matter to island economies like Madagascar.
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