AGP Executive Report
Last update: 8 hours agoLogistics & Exports: Zimbabwe’s NRZ moved its first 1,000-tonne lithium concentrate shipment from Gwanda Lithium Mine to Mozambique’s Port of Maputo via rail, aiming to cut export costs and boost freight volumes. Water Risk for Mining: ICMM warns water scarcity is already constraining new mine development and could slow the energy transition, urging stronger water stewardship across the sector. Galamsey Crackdown (Ghana): Ghana’s courts sentenced NPP chairman Bernard Antwi Boasiako (“Wontumi”) to 20 years over illegal mining-linked mineral rights, intensifying debate over enforcement and political accountability. Africa Value-Add Push (Guinea): Guinea moves to stop raw gold exports, requiring gold to be melted, certified and processed domestically before export. Uranium Output (Namibia): Paladin reports its strongest Langer Heinrich year since restart, beating FY2026 targets and lifting FY2027 guidance. Gold Development (Australia/Türkiye): Pilbara Gold extended Mt York gold mineralisation below the pit shell; Ariana Resources says Tavşan’s heap-leach ramp-up is now loading at target rates. Deep-Sea Mining: The ISA extended The Metals Company’s deep-sea exploration contract amid ongoing ISA–TMC tensions. Market Watch (Copper): Copper hit a six-week high as China inventories fell, with AI-driven power and electrification demand adding volatility.
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