AGP Executive Report

Energy & Industry: Bolivia’s Energy Minister Marcelo Blanco says the country will start technical talks next week with Brazil’s Petrobras on a possible return to oil and gas exploration and production, with Petrobras also offering to help restructure YPFB; no investment figures or timelines were given. Mining & Renewables: Hanwha Qcells will oversee engineering and construction for Arizona’s Atlas Energy Park, a massive complex of 14 solar and energy storage projects totaling 2.8GW solar and 5.7GWh storage by 2028. Agribusiness & Food: A regional study reports Latin America’s chicken production and consumption keep rising; Bolivia is cited at about 50 kg per person, up year-on-year. Infrastructure & Tourism: The World Bank approved a US$77.2 million package to upgrade Peru’s Arequipa–Colca tourism corridor, linking transport, heritage conservation, water/sanitation and destination management to job creation. Local Culture & Heritage: La Paz artisan bakers push to seek UNESCO recognition for marraqueta bread as “heritage of humanity,” highlighting altitude and traditional baking methods. Governance Watch (Bolivia): Prominent Bolivian public figures argue the core crisis is institutional—whether the state still has the capacity to govern effectively.

Energy & Industry Diplomacy: Bolivia’s Energy Minister Marcelo Blanco says technical talks will start next week with Brazil’s Petrobras on a possible return to oil and gas exploration/production, with Petrobras also open to helping restructure YPFB. Renewables Buildout: Hanwha Qcells will run engineering, procurement and construction for Arizona’s Atlas Energy Park—14 solar plus energy storage projects totaling 2.8 GW solar and 5.7 GWh storage by 2028. Fuel Policy & Consumer Impact: Coverage highlights how ethanol blends are spreading, noting Bolivia among countries using E20 or higher and explaining why E20 can change mileage and engine concerns. Mining & Finance Watch: Pan American Silver says it will announce its second-quarter 2026 unaudited results, keeping attention on regional silver production including Bolivia-linked operations. Food Heritage: La Paz artisan bakers push for UNESCO recognition of marraqueta as “heritage of humanity,” tying the bread’s unique texture to altitude and traditional ovens. Governance & State Capacity: Commentaries argue Bolivia’s core problem is institutional—whether the state can still govern effectively amid ongoing unrest.

Energy & Renewables: Hanwha Qcells will oversee EPC for Arizona’s Atlas Energy Park in La Paz County, a 63.66 km² complex of 14 solar-plus-energy storage projects, targeting 2.8 GW solar and 5.7 GWh storage by 2028, with Qcells also supplying the solar modules. Bolivia Oil & Gas: Bolivia’s Energy Minister says technical talks will start next week with Brazil’s Petrobras on a possible return to exploration and production in Bolivia, with Petrobras also offering to help restructure YPFB; no investment figures or timelines were shared. Mining & Metals: Pan American Silver says it will announce its second-quarter 2026 unaudited financial results, as the company continues operations across the Americas including Bolivia. Agribusiness & Food Culture: La Paz artisan bakers marked Marraqueta Day and plan to seek UNESCO “heritage of humanity” status for the bread; meanwhile, a regional chicken study notes Bolivia’s per-capita consumption rising to about 50 kg in 2025. Governance & State Capacity: A week of commentary highlights a growing view that Bolivia’s core problem is institutional capacity—whether the state can still govern effectively—amid ongoing unrest.

Bolivia–U.S. Pivot: Bolivia’s new conservative leadership is moving to strengthen ties with the United States after months of unrest, with officials highlighting renewed cooperation and U.S. support amid roadblock fallout. La Paz Water Infrastructure: La Paz Oomsapas launched a hydraulic project aimed at improving neighborhood water supply, signaling continued investment in urban services. Mining Expansion in Southern Bolivia: Eloro Resources has started expansion diamond drilling at the Iska Iska Project in southern Bolivia as part of its PEA work, targeting upgrades to indicated and inferred resources and testing higher-grade silver-tin zones. Agribusiness & Rural Support: Bolivia’s agricultural sector gets a boost as assistance is released for rice and corn farmers, with fuel-cost relief and production support reaching thousands of registered beneficiaries. Food Heritage Push: La Paz artisan bakers marked Marraqueta Day and plan to request UNESCO recognition for marraqueta as “heritage of humanity,” reinforcing local food-industry branding. Regional Industry Signals: Latin America’s chicken sector keeps growing—production and per-capita consumption rose in 2025—while logistics demand remains in focus as airport passenger traffic trends shift across the region.

Bolivia–U.S. Pivot: Bolivia’s new conservative leadership is looking to strengthen ties with the United States after recent unrest, with foreign officials pointing to renewed support and a focus on stability and infrastructure. Mining Expansion in Southern Bolivia: Eloro Resources has started expansion diamond drilling at its Iska Iska project in southern Bolivia as part of a Preliminary Economic Assessment, aiming to upgrade and expand silver-tin and polymetallic resources. Critical Minerals Supply Push: India is expanding partnerships with dozens of countries to secure critical minerals and semiconductor supply chains—an effort that underlines the wider global race for inputs like lithium and rare earths that also matter for Bolivia’s mining sector. Hydraulic Water Project in La Paz: La Paz’s Oomsapas has launched a hydraulic project to improve neighborhood water supply, a practical infrastructure move with direct impacts on local services. Agriculture Support: Bolivia’s rural economy remains in focus as new assistance programs target farmers and fisherfolk, helping offset rising costs and protect production.

Amazon Funding Gap: Latimpacto says most promised climate money for the Amazon never reaches Indigenous and local communities, pushing for trust-based grants, better tax incentives, and locally led innovation that blends Indigenous knowledge with conservation. Water Infrastructure in La Paz: La Paz City Council and Oomsapas are building a new pipeline and tank line for Vista Real and Arcoíris III to fix chronic low water pressure, with about 950 meters of pipe and work expected to finish in roughly three months. Mining Expansion in Southern Bolivia: Eloro Resources has started expansion diamond drilling at the Iska Iska Project, aiming to upgrade indicated and inferred resources and extend higher-grade silver-tin zones, with a 40,000m program planned through early 2027. Critical Minerals Supply Race: India is expanding partnerships with dozens of countries to secure critical minerals and strengthen semiconductor supply chains, signaling how resource access is becoming a core industrial strategy. Bolivia-U.S. Pivot: Bolivia’s government says it wants to strengthen ties with the U.S. after recent political shifts, as Washington signals continued support and scrutiny.

Bolivia–U.S. Pivot: Bolivia’s new conservative president Rodrigo Paz is moving to strengthen ties with the United States after months of unrest, with officials citing U.S. support amid protests and blockades. Mining Expansion: Eloro Resources has started expansion diamond drilling at its Iska Iska project in southern Bolivia as part of a Preliminary Economic Assessment, targeting upgrades to indicated and inferred resources and a larger 40,000m drilling program through early 2027. Water Infrastructure in La Paz: La Paz City Council and Oomsapas launched a hydraulic project for Vista Real and Arcoíris III, adding a San Ramón–Vista Real tank pipeline and 950m of new lines to boost pressure for about 2,500 residents. Regional Industry Watch: Grupo Aeroportuario del Pacífico reported June passenger traffic down 3.5% year-on-year across its network, with La Paz showing growth while other hubs declined.

Mining & Energy (Bolivia): Eloro Resources has started expansion diamond drilling at its Iska Iska Project in southern Bolivia, aiming to upgrade resources and test higher-grade silver-tin shoots, with a 40,000m program planned to finish in Q1 2027. Infrastructure & Water (La Paz): La Paz City Council and Oomsapas launched a hydraulic project for Vista Real and Arcoíris III, adding a San Ramón–Vista Real tank pipeline and 950m of new lines to boost pressure for about 2,500 residents, targeting completion in roughly three months. Transport & Logistics (Regional): Grupo Aeroportuario del Pacífico reported June 2026 passenger traffic down 1.9% year-on-year across its airports, with La Paz up 2.8% while several other hubs fell. Trade & Industry (Global): India expanded critical-minerals and semiconductor supply-chain partnerships, signing deals with 24 countries and negotiating with 11 more. Governance & Stability (Bolivia): Bolivia’s state of emergency, declared after weeks of roadblocks, is described as enabling police and military to clear highways amid reported deaths, injuries, and detentions.

Bolivia Infrastructure & Water: La Paz City Council and Oomsapas launched a hydraulic project for Vista Real and Arcoíris III, adding a San Ramón–Vista Real Tank Pipeline and 950 meters of new line to fix chronic low pressure for about 2,500 residents, with roughly a 4 million peso investment and an expected three-month build. Bolivia Labor & Security: President Rodrigo Paz declared a state of emergency after 50+ days of roadblocks in La Paz and Cochabamba tied to peasant and Indigenous groups, citing food shortages and escalating unrest; the decree enabled police and military to clear highways amid reports of deaths, injuries, and detentions. UN Aid Payments Tech: UNDP signed with Stellar to scale Stellar blockchain payments across country offices after pilots in 17 countries, citing lower distribution costs and higher payment success rates plus a permanent fund-tracking record. Aviation Traffic Watch: Grupo Aeroportuario del Pacífico reported June 2026 passenger traffic down 5.1% year-on-year overall, while La Paz airport rose 2.8% in June and 10.3% for January–June. Mining & Critical Minerals: Silver Elephant Mining updated work on its Robinson-Lasher zinc-germanium-gallium project near a proposed US$7.4B Tennessee smelter, highlighting high-grade germanium and zinc assay results.

Mining & Royalties: Silver Elephant Mining says its Mongolian unit signed a lease for the Ulaan Ovoo coal mine, with a US$2/ton royalty for two years rising to US$3/ton from 2028, and plans to blend low-ash/low-sulfur thermal coal for sales to steel and power users. Regional Security & Policy: A report argues US-backed democracy assistance should be centered in a 2026-2028 agenda via a Freedom and Democracy Commission, tying governance support to countering China, Russia and Iran. Climate & Forests: New data shows tropical primary rainforest loss fell 36% in 2025, but climate-driven fires still threaten gains—especially with El Niño risks ahead. Energy & Households: Arizona’s SRP is funding $1.3M in heat-relief programs, including free AC repairs/replacements for low-income and vulnerable residents. Bolivia-linked Industry Watch: Mining Americas began trading on the TSX after graduating from the Venture exchange, with assets including a Copperstone project in La Paz County, Arizona. Governance & Trade: Coverage highlights Mercosur’s push for new trade talks (including Japan) and ongoing regional divisions over EU trade.

Bolivia-Linked Security & Industry Outlook: A Bloomberg report says an Israeli government cybersecurity firm (Dream) is expanding in Latin America, betting that recent elections in Bolivia and other countries will boost demand for state-focused cyber defense as leaders push harder against cartels and corruption. Mining & Capital Markets: Mining Americas Inc. has begun trading on the Toronto Stock Exchange under symbol “MAI,” after graduating from the TSX Venture, highlighting ongoing gold development activity tied to assets in Nevada, Arizona (La Paz County), and Mexico. Corporate Finance Leadership: Founders Metals appointed Felicia de la Paz as CFO and Corporate Secretary, supporting its next phase of exploration momentum at the Antino Gold Project. Environment & Supply Chains: UK-linked reporting via Cafod warns that rules targeting illegally deforested goods could be undermined if countries simply reclassify what counts as “illegal,” pushing for tighter controls tied to traditional forest destruction. Regional Trade Politics: Coverage notes Mercosur’s push for new trade talks (including Japan) amid shifting regional alignments, a backdrop that can affect Bolivia’s industrial sourcing and exports.

Regional Trade & Energy Diplomacy: Brazil’s government says it will keep a pragmatic, ideology-free agenda with right-leaning neighbors, prioritizing infrastructure links, energy cooperation, organized-crime work, and disaster response—while treating Argentina’s Milei as the main exception. Bolivia Security & Governance: A report claims the Trump administration is backing a Bolivia state of emergency as leftist ex-leader loyalists fracture the country, keeping political risk front and center for local stability. Mining & Capital Markets: Mining Americas begins trading on the Toronto Stock Exchange after graduating from the TSX Venture, while Founders Metals appoints Felicia de la Paz as CFO and corporate secretary—both moves underline continued investor focus on gold and copper projects tied to the region. Mining Americas & Exploration Updates: Orvana provides Taguas drilling highlights, pointing to high-grade intercepts and plans to extend drilling toward deeper targets. Water & Infrastructure Pressure: Separate drought-related coverage highlights intensifying water conservation measures in the region, a reminder that climate stress can quickly hit agriculture and industry operations.

Latin America’s Rightward Shift: A Reuters report says Colombia’s Abelardo De la Espriella (“El Tigre”) is narrowly leading, adding to a wider regional swing toward Washington-aligned, security-first governments. Bolivia–U.S. Security Posture: Coverage also notes the Trump administration backing a Bolivia state of emergency amid fractures around a leftist ex-leader. Mining & Capital Markets: Mining Americas Inc. begins trading on the Toronto Stock Exchange after graduating from the TSX Venture, while Orvana reports Taguas drilling highlights and Founders Metals appoints Felicia de la Paz as CFO. Energy/Environment & Water: A report flags water stress risks globally, and separate drought coverage points to escalating conservation measures in Bolivia-linked regional reporting. Amazon Protection: Cafod highlights calls for stronger rules to curb deforestation-linked goods, with partners from Peru, Bolivia, and Colombia pressing parliamentarians. Regional Trade: Mercosur leaders meet in Paraguay, reaffirm unity, and launch new trade talks with Japan as Uruguay takes the rotating presidency.

Mining & Markets: Mining Americas Inc. (formerly Minera Alamos) began trading on the Toronto Stock Exchange under symbol “MAI,” graduating from the TSX Venture; the company highlights its Nevada Pan Operating Complex and Arizona Copperstone project as it targets growth in gold production. Mining & Finance: Founders Metals appointed Felicia de la Paz as CFO and Corporate Secretary effective July 6, as it continues exploration momentum at the Antino Gold Project. Energy, Climate & Agriculture: A record-setting worldwide ocean heat wave is intensifying extreme weather, raising risks for farmers and food production. Environment & Land Use: A new report warns that deforestation in the Brazilian Amazon could disrupt “flying rivers” that supply rainfall across southern Peru and northern Bolivia, with implications for water security. Tech & Cybersecurity: Israeli AI startup Dream plans a Latin America expansion, betting that new political priorities will boost demand for government cybersecurity and data protection. Bolivia-linked Trade: GAC reports strong overseas growth in 1H 2026, noting Bolivia as its top-selling Chinese passenger brand in the region.

Bolivia-Linked Mining & Finance: Mining Americas Inc. (formerly Minera Alamos) has begun trading on the Toronto Stock Exchange under symbol “MAI,” keeping its gold projects across Nevada, Arizona (Copperstone) and Mexico, signaling continued capital-market momentum for regional mining. Corporate Leadership in Metals: Founders Metals appointed Felicia de la Paz as CFO and Corporate Secretary, aiming to support its Antino Gold Project exploration push with a fully funded 2026 program. Regional Trade & Industry Integration: Mercosur leaders met in Paraguay, reaffirming unity and launching new trade talks with Japan while Uruguay takes the rotating presidency—an update that matters for Bolivia’s export-facing manufacturers and logistics planners. Amazon & Water Security: Conservation groups warn that deforestation in the Brazilian Amazon could disrupt “flying rivers” that feed rainfall across southern Peru and northern Bolivia, raising stakes for agriculture and water-dependent industry. Bolivia’s Wildlife & Land Use: A rehabilitated jaguar, Yaguara, was released into Bolivia’s Noel Kempff Mercado national park—an example of conservation work tied to land management and biodiversity protection. Public Safety & Schools: A rise in alleged school threats prompted a public verification reminder from police, a reminder for local authorities and school operators to tighten incident response.

Mining & Markets: Mining Americas (formerly Minera Alamos) began trading on the Toronto Stock Exchange, moving from the TSX Venture; the company’s Nevada, Arizona (La Paz County) and Mexico gold portfolio includes the Pan complex and Copperstone. Amazon Protection: Cafod convened partner groups from Peru, Bolivia and Colombia in Westminster to urge tougher UK rules against goods tied to illegal deforestation and illegal gold mining, warning that climate change and large-scale agriculture are worsening droughts and fires. Bolivian Industry & Environment: A new report highlights how “flying rivers” that feed rainfall across southern Peru and northern Bolivia could be disrupted by deforestation pressures in the Brazilian Amazon, pointing to weak protections and road development. Wildlife Conservation: Bolivia’s CIWY released a rehabilitated jaguar, Yaguara, into Noel Kempff Mercado National Park—an effort aimed at improving jaguar recovery after the 2024 wildfire season. Trade & Integration: Mercosur leaders in Paraguay reaffirmed unity and launched trade talks with Japan, while also pushing broader Asia engagement as they manage EU agreement tensions. Energy & Climate Risk: Coverage on extreme El Niño conditions warns of heightened weather chaos that could hit agriculture and supply chains across the Americas.