AGP Executive Report
Last update: 8 hours agoGreen Ammonia Push: KBR has been selected by ORNX Green Hydrogen to run the Pre-FEED phase for a world-scale, low-cost ammonia project in Morocco’s Laâyoune region, backed by USTDA funding; the plan targets ~560,000 metric tons per year using about 900 MW of electrolyser capacity, tying renewable power, hydrogen production and ammonia synthesis to port access. Occupied Western Sahara Wind Expansion: Morocco’s Nareva (Al-Mada) has updated its portfolio to include Aftissat 3 and 4, bringing the controversial Aftissat complex to 550 MW total with 121 turbines and nearly 3,000 GWh expected annual output, after logistics firm Laso Lasarte Wind delivered final turbine components. Diplomacy With Economic Ripples: Colombia has reversed Petro-era policy by withdrawing recognition of the Sahrawi Arab Democratic Republic and recognizing Morocco’s sovereignty over Western Sahara, with officials signaling potential trade and investment cooperation. Border Shock With Industrial Spillovers: Europe’s Ceuta crisis—triggered by a sudden surge of people crossing from Morocco—keeps dominating headlines, including reports of a migrant dying while attempting to paraglide into Ceuta, adding pressure on regional security and logistics. Sahel Risk to Supply Chains: A Swiss woman and an Austrian woman remain in critical condition after being kidnapped by an IS affiliate in the Sahel, underscoring ongoing instability that can disrupt regional business and travel.
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