AGP Executive Report
Last update: 23 minutes agoUkraine Energy Truce: Trump says Russia and Ukraine agreed to halt attacks on energy infrastructure, but terms remain unclear; Kyiv says it is waiting for details and wants Moscow to comply. Oil Supply Risks: Houthi forces claim fresh strikes on Saudi energy sites as attacks on Gulf shipping disrupt oil flows and keep prices above $100 a barrel, raising costs across the region. Pacific governments are cushioning the fuel shock with welfare support and transport subsidies, while officials urge a faster shift to clean energy. India’s Industrial Push: A draft steel policy targets 604 million tonnes of capacity by 2047, but coking-coal demand could more than triple to 236 million tonnes a year. The plan also calls for lower emissions through measures including hydrogen-based steelmaking. Power and Investment: India’s NTPC is inviting industrial firms to co-invest in projects combining steam, electricity, renewables and storage. Japan’s Marubeni is exploring Bangladesh investments, including improving gas efficiency at a fertiliser plant. Critical Minerals: Chinese companies own 65% of Africa’s new lithium mining capacity, as the continent’s share of global supply more than doubled in two years.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.