AGP Executive Report
Last update: 4 hours agoEnergy & Mining Dealmaking: Aura Energy says it’s targeting a final investment decision by end-2026 for its Tiris uranium project in Mauritania after signing an MoU with a “major” nuclear utility, with funding talks including U.S. DFC senior debt and a potential cornerstone equity move. Power Finance: Fitch rates NamPower in better liquidity and leverage shape than Eskom, noting Eskom’s heavier reliance on government support amid tariff and municipal-debt pressure. Extractives Tax Focus: NamRA is stepping up extractives-sector tax compliance, using ATAF technical support to better spot risks like transfer pricing, VAT refunds and aggressive planning. Fuel Supply Politics: Opposition is demanding answers on Namibia’s three-month exclusive fuel supply arrangement with Vitol, questioning the lack of competitive tendering and pricing terms. Agriculture & Food Security: President Nandi-Ndaitwah praised strong performance at Kavango green schemes, including full land utilisation at Uvhungu-Vhungu and output gains at Kavango East’s SHADIKONGORO Green Scheme. Retail & Consumer Goods: Lewis Group plans 40 new stores in 2027 after earnings rose 18%, signalling continued consumer demand and credit-driven sales growth. Telecom Regulation: Telecom Namibia CEO Stanley Shanapinda was appointed Executive Secretary of CRASA, pushing regional regulator harmonisation as network modernisation continues. Governance & Industry Oversight: Namibia’s National Assembly is set to prioritise land, petroleum and public enterprises governance bills as MPs resume.
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