AGP Executive Report
Last update: 3 hours agoCritical Minerals: Brazil is prioritising domestic production of 27 critical minerals, with plans to limit foreign access and build local supply chains. Manufacturing: Honda will invest R$3.3 billion to expand its Manaus motorcycle plant, while industrial output fell 0.8% in September as the slowdown broadened; Gerdau has also halted steel production at a Minas Gerais plant. Energy: Brazil’s state energy planner projects 139 GWh of behind-the-meter battery storage by 2036, signalling major growth potential for storage and power suppliers. Mining: AngloGold plans to invest US$900 million across mines in Brazil and other countries, aiming to add 400,000 ounces a year to production by 2029. Agribusiness: A project to improve Cerrado coffee-farm efficiency and strong fruit exports—383,900 tonnes from the Northeast in the first half of 2026—highlight investment and trade opportunities across the sector.
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