AGP Executive Report
Last update: 8 hours agoMali Mining Watch: Barrick’s Loulo-Gounkoto gold complex is slowly coming back after its 2025 shutdown, with attributable output rising to 152,000 ounces in H1 2026 (up from 64,000 in Q1 to 88,000 in Q2), though still far below 2024 levels. Security & Finance: A UN report says a roughly $50m hostage ransom paid in late 2025 helped bankroll Al-Qaeda-linked expansion across West Africa, with most funds going to JNIM. Sahel Energy & Industry: Mali reaffirmed support for Morocco’s plan to link landlocked Sahel states to the Atlantic via ports, roads and rail—an infrastructure push with clear trade and logistics implications. Regional Trade & Diplomacy: Guinea confirmed it will attend the Russia-Africa summit in Moscow in October, signaling deeper ties beyond ceremony, including logistics and mineral exploration. Critical Minerals Pressure: Coverage on lithium in the Sahel highlights how expanding extraction is getting entangled with conflict, insurgent activity and cross-border smuggling—especially across Mali, Niger and Burkina Faso.
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