Loading…
Loading…
Structured register of government actions in the geoeconomic space — export controls, tariffs, sanctions, FDI screening, subsidies, industrial-policy laws — cross-referenced into the country, minerals, and ETF surface. Charter: docs/IPTM_CHARTER.md.
Severity 1-5 is the qualitative impact rating (1=minor, 5=structural). The bilateral-trade-grounded quant scorer is the next IPTM milestone. RBI (Register Breadth Index) is a complementary structural-breadth indicator from scripts/py/iptm/breadth.py; divergence between RBI and severity is itself informative (high-sev / low-RBI = strategic chokepoint; low-sev / high-RBI = broad but shallow). Every action has at least one primary source URL. Verify-or-don't-file. See also themes, timeline, graph, sankey, map, country exposure, sector exposure, material exposure (+ graph), weekly briefs, portfolio scan, escalation monitor, trans-shipment hubs. Internal triage tools (RSS-poller candidate feed, source-feed health) live under /admin/candidates + /admin/sources. Subscribe via Atom feed (accepts ?country=CN, ?material=lithium, ?issuer=BIS, ?type=export_control, ?etf=SOXX, ?company=NVDA, ?minSeverity=4, ?year=2026, ?q=…) or pull /api/iptm/actions.
On 11 November 2025 President Mamadi Doumbouya officially inaugurated start of operations at the Simandou Integrated Project — Africa's largest greenfield mine-and-infrastructure asset — at a ceremony attended by the presidents of Rwanda and Gabon, China's Vice-Premier, and PMs from Côte d'Ivoire and Sierra Leone. The project comprises Blocks 1–2 (WCS: Winning International / China Hongqiao / Baowu) and Blocks 3–4 (SimFer: Rio Tinto 53% / Chinalco-led JV 47%), connected by 622 km of multi-use trans-Guinean railway to barge and transhipment port facilities at Forécariah, operated by Compagnie du TransGuinéen (CTG). Combined design capacity is up to 120 Mt/yr of high-grade (~65% Fe) iron ore, the largest single addition to seaborne supply since Vale's S11D ramp in 2016, structurally reshaping Australia-Brazil price competition and China's iron-ore import geography.
On 11 June 2025 the Burkinabè Conseil des Ministres adopted Décret N°2025-0598/PRES/PM/MEMC, formally completing the transfer of five gold-mining assets to the state-owned Société de Participation Minière du Burkina (SOPAMIB): two operating gold mines (Wahgnion Gold SA and SEMAFO Boungou SA, formerly held by Endeavour Mining subsidiaries) and three exploration-stage companies (Ressources Ferké SARL, Gryphon Minerals Burkina Faso SARL, and Lilium Mining Services Burkina Faso SARL). The underlying share-and-social-interest transfer agreement was concluded on 24 August 2024 between the Burkinabè state and Endeavour Mining / Lilium Mining; the June 2025 decree formalises SOPAMIB's full legal ownership. Executed under President Capt. Ibrahim Traoré's "sovereign ownership of mining resources" doctrine and the authority granted by the 2024 Code Minier (Loi N°016-2024/ALT), the decree marks the first comprehensive operating-mine nationalisation in the AES bloc (Alliance des États du Sahel) and signals that Sahel resource nationalism has moved from legislative code-amendment into direct operating-asset seizure.
On 23 April 2025 CMOC Group (HKG:3993) announced the acquisition of TSXV-listed Lumina Gold Corp — 100% owner of the Cangrejos (Los Cangrejos) gold-copper project in El Oro Province, southwestern Ecuador — via a court-sanctioned plan of arrangement at C$1.27/share (C$581M / ~USD 420M); the transaction closed on 24 June 2025 through a Singapore subsidiary, making Cangrejos Ecuador's largest primary gold deposit under full Chinese operational control. On 27 April 2026 CMOC's Ecuadorian subsidiary ODIN Mining del Ecuador signed a 26-year exploitation contract with Ecuador's Ministry of Energy and Mines committing >$1.7B in total investment (~$54M advance royalties, $34M paid on signing); commercial production is targeted for 2028 at ~11.5 t/yr gold (~370,000 oz/yr), making the state-projected total revenues $4.39B over the mine life. The acquisition extends CMOC's critical-mineral portfolio — anchored in DRC cobalt/copper — into Ecuadorian gold and copper, concentrating a globally significant undeveloped gold-copper deposit under Chinese operational control ahead of the competing 2026 Ecuador–US Critical Minerals Bilateral Framework.
Ghana's Parliament passed the Ghana Gold Board Act, 2025 (Act 1140) on 29 March 2025; presidential assent followed on 2 April 2025, with full operational effect from 1 May 2025. The Act repeals PNDCL 219 (1989) and establishes the Ghana Gold Board (GoldBod) as the sole statutory licensor and exclusive primary buyer, seller, assayer, grader, weigher and exporter of all gold produced by the country's licensed Artisanal and Small-Scale Mining (ASM) sector. Large-scale mining operations remain outside the monopsony. Effective 1 May 2025, no person other than GoldBod may export ASM gold from Ghana, and all gold trading and marketing businesses must hold a GoldBod licence (application window for Ghanaian-owned firms opened 22 April 2025). Proceeds from all ASM gold exports settle through the Bank of Ghana, channelling foreign-exchange flows from roughly 30% of national gold output — Ghana is the world's #6 producer and Africa's largest — into formal central-bank reserves. The stated objectives are to combat smuggling, capture the smuggling-loss premium for the state, support Bank of Ghana gold-reserves accumulation, and generate foreign exchange. The Act sits alongside the Bank of Ghana's Domestic Gold Purchase Programme as the legal infrastructure for Ghana's gold-as-reserve-asset strategy.