AGP Executive Report
Last update: 3 hours agoCritical Minerals Finance: The US is pushing a new wave of government-backed critical-minerals deals, including $3bn-plus in investments and $180m+ for mining education, as Washington tries to reduce dependence on China for inputs used in defence, batteries and advanced manufacturing. Madagascar Rare Earths: In that wider scramble, Madagascar’s Ampasindava rare-earth project is getting US project development support via the DFC, with funding aimed at studies, permitting and a proof-of-concept pilot plant. Defence Supply Chain Access: Evion Group says it has joined the Pentagon-linked Cornerstone Consortium, giving it a direct line to US defence industrial base priorities—an angle that matters for how critical minerals get turned into supply-chain-ready manufacturing. Regional Industrialisation Agenda: SADC’s Durban summit is set to focus on “industrialisation through infrastructure development, agricultural and critical minerals transformation,” with South Africa taking the chair role after Madagascar’s prior hosting. Energy Access Watch: Separate data highlights how far electrification still has to go across Africa, with Sierra Leone reporting nearly 6m people without electricity access in 2025.
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