AGP Executive Report
Last update: 12 hours agoCritical Minerals & Capital Flows: Alvarez & Marsal opened its first African office in Cape Town, aiming to help energy, mining and infrastructure projects tap new funds as the critical-minerals scramble intensifies. Grid & Logistics Buildout: Paraguay’s stretch of the Capricorn Bioceanic Corridor is in the final phase, with a remaining link over the Paraguay River meant to cut Atlantic-to-Pacific export times by about 10–15 days. Oil Market Shock Watch: The Iran-US ceasefire track remains in focus as shipping through the Strait of Hormuz is expected to stay central to near-term crude and LNG flows. LNG & Power Investment Outlook: The IEA said natural gas project spending is set to rise sharply in 2026 while upstream oil investment falls, alongside continued heavy renewables, storage and grid spending. Brazil Energy/Industry Signals: Acelen Renewables won $1.5bn funding for a Brazil biorefinery project, while Petrobras and Pemex discussed oil exploration cooperation in the Gulf of Mexico. Lithium Supply Moves: Solis Minerals plans maiden drilling at its Mandacaru lithium project in Brazil, and Galan Lithium advanced commissioning at its Hombre Muerto West operation in Argentina.
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