AGP Executive Report
Last update: 6 hours agoMigration Fallout: South Africa’s Ramaphosa will send special envoys across Africa after weeks of attacks on migrants, with Mozambique reporting five citizens killed and several countries issuing security advisories and arranging evacuations. Business Risk in SA: Mozambique’s CTA warns that delays in paying State invoices are squeezing SMEs’ cash flow and jobs, urging a permanent budget line and a clearer arrears settlement plan. Mozambique Mining Push: Mozambique’s new mining law requires a minimum 15% free, non-dilutable state stake in all projects and pushes local processing, alongside a 10% revenue contribution to a local development fund. Energy Deals: Eskom signed an agreement with Zululand Energy Terminal to back a Richards Bay LNG-to-power project, targeting 3,000MW. Power Market Signals: Non-Eskom generation rose 17.5% year-on-year in March 2026, while Eskom output fell, shifting the grid mix. Tech for Industry: Smart Hands Africa added Supermicro to expand post-sales services across multiple African territories including Mozambique. Regional Trade: Indonesia is expanding Sub-Saharan trade partnerships, with Mozambique among participating countries. PMI Watch: Nigeria led business activity growth in May; Mozambique’s PMI edged up to 49.9. South Africa Xenophobia Economy: Fear is spreading among foreign-owned businesses in KwaZulu-Natal, with salon owners reporting pressure to hand over legally rented premises.
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.