AGP Executive Report
Last update: 7 hours agoVenezuela Earthquake Aftermath: Doctors warn the next phase of the twin June 24 quakes is a widening medical crisis, with untreated injuries, infectious disease risk, and a strained healthcare system facing shortages and poor sanitation in crowded shelters. Humanitarian Operations: Volunteers and international rescue teams keep searching amid dwindling hope, while displaced families struggle with water, debris, and disease threats. USMCA Trade Shock: The US declined to renew the US-Mexico-Canada deal “in its current form,” moving to annual reviews while a 10-year wind-down clock starts—raising uncertainty for tightly integrated North American supply chains. Energy Transition Supply Chains: UNCTAD flags a surge in demand for critical energy transition minerals (like lithium and copper) as batteries, renewables, EVs, and digital infrastructure expand. Grid Storage Market Signal: A Wood Mackenzie study says Chinese system integrators dominated the global BESS integrator market with 76% share in 2025, while Latin America’s Chile stands out for regulatory maturity and contracted storage volumes. Regional Power & Gas: Colombia’s Cerro Matoso ferronickel mine plans output cuts after reduced gas deliveries from Canacol, threatening jobs and payments.
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