AGP Executive Report
Last update: 11 hours agoRare Earths & Processing Deal: Australia’s Iluka secured the full A$1.65bn Export Finance Australia loan for its Eneabba refinery, clearing a key bottleneck for processing rare earths—good news for Lindian Resources’ Kangankunde mine, which has a long-term supply agreement feeding about 10% of Eneabba’s expected feedstock. Mining Expansion: ASX-listed Chilwa Minerals says it has more than tripled the Mpyupyu West heavy mineral sands target to over 17 km² after extending reconnaissance hand panning south and south-east of Mpyupyu Hill, with shallow mineralisation guiding next drilling plans. Agriculture Innovation: MUST is scaling up trials of an organic urine-based fertilizer made from rock minerals and treated urine; field tests in Thyolo showed performance on par with inorganic options, aiming to cut costs for smallholder farmers. Energy & Infrastructure: ESCOM reports power cuts have eased after a nationwide recovery push, while communities in Thyolo foiled transformer vandalism that had targeted copper wires. Public Health & Food Security: A TB patient story highlights drug stockouts delaying treatment, and NSO data show severe stunting at 12.7% among under-fives alongside acute household food insecurity. Finance Regulation: RBM issued new foreign exchange bureau guidelines to tighten licensing, renewals, and compliance for a more stable forex market. Civil Society on Debt: The National Debt Coalition warns Malawi’s debt crisis is structural, urging IMF-linked reforms to protect health, education and agriculture.
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