AGP Executive Report
Last update: an hour agoNuclear Push in South Africa: South Africa’s IRP 2025 backs 5,200 MWe of new nuclear by 2039, with the first 1,200 MWe targeted by 2036, as Bridge Power Nuclear launches a fuel-flexible thermal-to-SMR pathway aimed at mines and data centres needing firm power now. Oil Market Outlook: OPEC kept a robust demand-growth forecast, saying there’s no sign oil demand will peak, even as the Iran war keeps disrupting supply and shipping. US-Iran Talks Jolt: Washington’s push to start high-stakes Iran talks hit a snag after Iranian officials demanded Lebanon fighting stop first, adding uncertainty for oil flows via the Strait of Hormuz. Nigeria Refining Impact: Nigeria’s Oluwo says Dangote Refinery is shielding the economy from extreme petrol prices, pointing to scale-up plans toward 1.4 mbpd by 2028. LNG for South Africa: Zululand Energy Terminal (ZET) invites EPC firms to bid for South Africa’s proposed LNG import terminal at Richards Bay, with localisation and local jobs built into the process. Kenya Hard-Currency Real Estate: TRIFIC’s dollar-denominated green REIT in Kenya is oversubscribed, signalling demand for US-dollar returns amid shilling pressure. Green Power Finance: World Bank backs Eastern Africa grid integration with a $1.6bn programme, while ECOWAS pushes renewable targets for rural electrification.
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.
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