AGP Executive Report
Last update: 11 hours agoDiesel export ban debate: A US diesel export ban is widening the gap between WTI and Brent, with analysts warning it could force refiners to cut runs, drain inventories, and push gasoline costs higher. Maritime decarbonisation fight: Trump renewed attacks on the IMO Net-Zero Framework, arguing against any global emissions-pricing mechanism. Strait of Hormuz pressure: Iran is hardening its stance on reopening Hormuz, while Saudi and UAE officials urge the US to keep sanctions and the maritime blockade—raising risks for regional shipping and energy flows. New shipping lane: A direct container route launched between Jiangsu (China) and Mexico cuts transit time to about 22 days and supports road-rail intermodal moves. LNG supply scramble: Bangladesh is seeking short- to mid-term LNG deals after long-term suppliers declared force majeure, turning to spot pricing and higher costs. Cold-chain finance in Kenya: Absa, UNCDF and UNDP launched a guarantee to fund solar cold storage, targeting Kenya’s US$2.1B cold storage gap. Regional logistics expansion: Africa Global Logistics opened an 18,000-sqm Kenya SEZ in Syokimau with customs facilitation and bonded storage tied to the Northern Corridor and SGR. Middle Corridor push: Kazakhstan’s Tokayev highlighted rail, highway and port upgrades and logistics hubs linking China to Europe via the Middle Corridor. Azerbaijan investment zones: The Alat Free Economic Zone touts stable rules and transport access, while Azerbaijan’s forum agenda spotlights logistics corridors and free zones. DHL pricing: DHL Express announced 2027 price adjustments in Malta averaging 4.9%. Energy infrastructure: Ethiopia and Djibouti backed Dangote’s $660m Damarjog-Dewele pipeline and terminal to improve refined product supply and regional trade.
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.