AGP Executive Report
Last update: an hour agoGraphite Restart Plans: Total Graphite has paused operations at its Vatomina graphite mine in Madagascar to complete drilling and operational upgrades, aiming to restart at over 1,000 tonnes per month from December 2026. Energy & Ports Link: The Maersk Viridis offshore wind installation vessel—having called at Toamasina, Madagascar—arrived in Curaçao en route to U.S. offshore wind projects, highlighting Madagascar’s role in global energy logistics. Climate Risk for Industry & Food: Action Against Hunger warns that El Niño is expected to intensify in 2026, with Madagascar facing south drought and higher cyclone risk in the east—pressures that can disrupt farming, supply chains, and production. Regional Security Watch: SADC ministers met in Salima, Malawi, to review peace and security across the region, with eastern DRC conflict and organised crime/cybercrime on the agenda—issues that can spill into trade and investment confidence. Mining & Downstream Strategy: Total Graphite also points to Mozambique development and downstream processing plans as it refocuses after the Vatomina pause.
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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