AGP Executive Report
Last update: 22 minutes agoVanilla Market Shock: Global vanilla prices remain at inflation-adjusted historic lows after overproduction, with Madagascar still lacking a coordinated plan to cushion northeastern growers from the downturn. Mining Restart After Cyclone: Ambatovy has resumed nickel and cobalt production in Toamasina after Cyclone Gezani damage, bringing its sulfuric acid plant and HPAL circuits back online and aiming for steadier 2026 runs by late June. Energy Access Skills: Women solar technicians supported by Barefoot College are expanding rural electricity access in Madagascar, with one village reporting major household electrification gains. Food Supply Signal: Russia has resumed wheat shipments to Madagascar, with over 30,000 tonnes reported in the first five months of 2026, worth more than $7m. EU Trade Deal: The EU and ESA states including Madagascar concluded negotiations on an enhanced Economic Partnership Agreement, aiming for more predictable services and investment rules. Critical Minerals Strategy: A new push links graphite and fluorspar supply planning across India, Madagascar and the US as Western demand grows. Electricity Cost Context: A global ranking highlights how electricity prices vary widely, underscoring the pressure on fuel-importing and infrastructure-stressed economies.
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