AGP Executive Report
Last update: 9 hours agoBolivian Labor Pressure: The Bolivian Workers’ Central (COB) sent President Rodrigo Paz’s government an eight-point agenda urging immediate action to “pacify” the country amid more than a month of blockades, including calls to stop criminal prosecution of protesters and release detainees. Critical Minerals & Mining Demand: A report highlights how U.S. Department of Defense spending on critical minerals surged from 2015–2025, raising new concerns for Indigenous communities facing fast-tracked approvals and weak safeguards. Lithium Market Volatility: Battery-grade lithium carbonate climbed back above $25,000/ton, driven by supply shocks, putting pressure on EV affordability timelines. Renewables Deal in the Region: Chrysalis Renewables acquired 357MWdc of Atlas solar projects in La Paz, Arizona, under a Hanwha partnership, aiming to strengthen supply chains and grid reliability. Logistics Expansion: Speed International Logistics expanded its multimodal transport infrastructure to support global supply chains, adding capacity across air, ocean, rail, and express freight. Water & Industry Risk: Satellite reporting points to shrinking water sources worldwide, including Bolivia’s Lake Poopó disappearing, with knock-on effects for farming and logistics.
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