AGP Executive Report
Last update: 30 minutes agoTrade & Shipping Shock: The Strait of Hormuz is seeing a near-total collapse in traffic after US-Israel strikes on Iran, with daily transits down about 95%—a reminder that global logistics can swing fast when chokepoints fail. Energy & Critical Minerals: Energy Fuels completed its acquisition of Australian Strategic Materials to build a “mine-to-magnet” rare-earth chain, adding rare-earth metallization capacity in South Korea plus the Dubbo project in Australia. Port & Logistics Expansion: ICTSI signed to acquire TLG, an integrated port and cargo operator across Mozambique, Namibia and South Africa, aiming to deepen its Africa footprint. Madagascar Trade Compliance: Madagascar’s ANMCC opened a safeguard investigation on self-adhesive labels, packaging and certain printed items, with a 30-day window to register and submit views. Agriculture Risk: Zimbabwe is bracing for a hotter, drier 2026/27 season as El Niño forecasts point to rainfall deficits during key planting months—another stress test for regional food systems. Diesel Pricing Watch: A fuel-price roundup places Madagascar’s diesel at about $1.13/litre, noting how subsidies and geopolitics shape local costs.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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