Industrial Policy & Trade Monitor· 2674 actions· ✨ 91 recent

On 23–24 June 2026 Brazil's GECEX published Resolução nº 920/2026 (23 June) and companion Resolução nº 923/2026 (24 June) in the Diário Oficial da União, extending for up to five years the definitive antidumping duty on imports of ceramic foam filters (filtros cerâmicos; NCM 6903.90.91 and 6903.90.99) originating in China. The extension follows a DECOM end-of-period (sunset) review initiated on a petition by domestic producer Foseco Industrial e Comercial Ltda, which found that dumping and material injury to the Brazilian industry would likely continue or recur if the measure lapsed. The two resolutions address the same product and case (nº 920 is the primary extension; nº 923 is the companion resolution covering scope/related-party aspects), and are treated here as a single filing.

The Republic of Guinea (represented by Minister of Mines Bouna Sylla and Minister of Finance), Guinea Alumina Corporation (GAC, subsidiary of UAE's Emirates Global Aluminium), and EGA signed an amicable settlement on 6 May 2026, formally ending the 18-month dispute that followed Guinea's August 2025 revocation of GAC's Sangarédi bauxite concession. Key terms: (1) Guinea pays EGA/GAC an undisclosed lump-sum (~USD 300M widely reported but not officially confirmed) in exchange for the formal transfer of all Sangarédi project assets, mining rights, equipment, and operational contracts to state-owned Nimba Mining Company (NMC) — the concession transfer is not reversed; (2) NMC assumes responsibility for advancing the Sangarédi project, including the alumina refinery investment commitment that GAC failed to fulfil; (3) CBG–EGA and NMC–EGA bauxite supply arrangements are restored — CBG agreed to renew long-term supply contracts with EGA under mutually beneficial commercial terms, re-anchoring EGA's UAE alumina refinery feedstock (~2.6 Mt/yr alumina output dependent on Guinea bauxite); (4) the settlement definitively terminates all disputes arising from the October 2024 export suspension, the August 2025 presidential decree revocation, and any CBG-related supply interruptions. EGA had taken a USD 680m write-down in 2025 following the original revocation. No formal Journal Officiel decree identified; settlement announced via EGA joint press release co-signed by both Guinea ministers.

On 7 April 2026 Ghana's Ministry of Lands and Natural Resources announced that the Damang Mining Lease — previously held by Gold Fields Limited (South Africa) under a 30-year lease that expired in 2025 — had been awarded to Engineers and Planners Co. Ltd (E&P) following a competitive tender. Gold Fields formally handed over the mine to the Government of Ghana on 18 April 2026 after a 12-month government-granted transition extension was not converted into a renewal. This is the first senior gold-mine lease reassignment to an indigenous Ghanaian operator under the Mahama administration's resource-nationalism architecture, establishing a competitive-tender plus indigenous-operator-prioritisation template distinct from outright state nationalisation.

On 13 February 2026 President Bola Ahmed Tinubu signed Executive Order No. 9 of 2026 directing all Production Sharing Contract operators and contractors to remit Royalty Oil, Tax Oil, Profit Oil, and Profit Gas directly to the Federation Account, bypassing prior NNPC Limited intermediated collection. The order simultaneously eliminates NNPC Limited's 30% management fee on profit oil/gas, suspends the 30% Frontier Exploration Fund deduction, and redirects Gas Flare Penalty proceeds to the Federation Account — materially walking back the fiscal architecture established under Petroleum Industry Act 2021 §§ 9 and 53. An Implementation Committee chaired by the Minister of Finance was established to operationalise the order and resolve disputes.

On 4 February 2026, in Washington, DC, Guinea's Minister of Mines and Geology Bouna Sylla and US Under Secretary of State for Economic Affairs Jacob Helberg signed an intergovernmental Memorandum of Understanding to cooperate on critical-mineral supply chains, covering exploration, extraction, processing, and downstream investment. The MoU was one of eleven founding-member bilateral instruments signed simultaneously at the inaugural FORGE (Forum on Resource Geostrategic Engagement) Critical Minerals Ministerial hosted by Secretary of State Marco Rubio. Guinea holds approximately 26% of global bauxite reserves (~3.7bn tonnes) and is the world's largest bauxite exporter and #2 alumina exporter, making it the choke-point upstream node for any non-Chinese aluminium value chain.

The US Department of Commerce preliminarily determined that chromium trioxide (chromic acid anhydride, used in chrome plating and surface-finishing) from India and Türkiye is being sold in the United States at less than fair value, following a September 2025 petition by American Chrome & Chemicals. Commerce set a preliminary weighted-average dumping margin and cash-deposit rate of 14.44% for India's Vishnu Chemicals (12.00% cash-deposit rate) and 40.88% for Türkiye's Şişe ve Cam Fabrikaları, triggering suspension of liquidation and cash-deposit collection on covered entries from both countries effective 2026-05-22. The investigation period was July 1, 2024 - June 30, 2025; final determinations are scheduled for 2026-08-10 (Türkiye) and 2026-10-07 (India, aligned with the companion countervailing-duty case).