AGP Executive Report
Last update: 10 hours agoCritical Minerals Finance: A new week of reporting shows governments increasingly shaping critical-minerals deals before lenders move, with Brazil tightening rules and the EU scrutinizing MMG’s planned purchase of Anglo American’s Brazilian nickel business—an issue tied to low-carbon ferronickel supply for European stainless steel. Oil & Shipping Costs: Long-haul crude trades are getting squeezed as supertanker shortages push freight costs higher, raising the risk that refiners shift toward closer suppliers. Textiles & Sustainability: Yarn Expo Autumn 2026 wrapped in Shanghai with ~22,000 visitors, highlighting recycled and bio-based fibres and the push to make sustainability and performance work together. Brazil Agribusiness Deal: Brazil and OCP Nutricrops signed an agreement targeting 3.8 million tonnes of fertilizer through 2027, reinforcing fertilizer demand for the next planting cycle. Energy Transition in Brazil: Brazil’s wind power success is under the microscope as questions grow over who captures the benefits and how the value chain is shared. Local Governance & Security: Rio’s Maré pacification experience is revisited, underscoring how complex community power structures and state execution shape outcomes on the ground.
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