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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 29 July 2026 Allied Gold Corporation (TSX/NYSE: AAUC) and Zijin Gold International Company Ltd. terminated their previously announced C$5.5B (~US$3.9-4B) arrangement agreement, under which Zijin Gold would have acquired 100% of Allied Gold, after concluding the deal's closing conditions would not be satisfied by the 29 July 2026 outside date. Trade press (ION Analytics/Dealreporter, Investing News Network, Ecofin Agency) reports the transaction stalled because China's National Development and Reform Commission (NDRC) required in-depth review over two concerns: the premium Zijin was paying relative to Allied's market valuation, and geopolitical-risk concentration from Allied's exposure to Mali, which supplies roughly half of Allied's gold output (via the Sadiola mine). In place of the full takeover, Zijin Gold agreed same-day to a non-brokered private placement subscribing for ~12.8 million Allied common shares at C$32.55/share (~US$295M gross proceeds), taking a 9.2% stake expected to close on or about 10 August 2026. This is the first Chinese outbound mining M&A the register has logged since 2025-04-23, following a roughly 16-month gap, and marks an outbound-investment-screening precedent constraining a Chinese SOE-adjacent acquirer's exposure to Sahel political risk.
The Kyrgyz Republic's National Investment Agency (NIA) under the President formally issued a new mining license and license agreement to ZAAV CJSC — a joint venture between Silvercorp Metals (70%, operator) and state SOE Kyrgyzaltyn (30% free-carried interest) — extending the valid period of the Tulkubash/Kyzyltash gold project mining licence from June 25, 2032 to June 25, 2062, a 30-year extension. Under the Cooperation Agreement, Silvercorp paid $60M to the NIA (with a further $10M due upon specified milestones), and Phase 1 Development of Tulkubash (4 Mt/yr open-pit heap-leach, ~110,000 oz Au/yr) was approved for 2026–2027. The deal marks the first major Western mining capital re-entry into Kyrgyzstan since the 2022 Kumtor nationalisation from Centerra Gold, with Kyrgyzaltyn's 30% free-carry as the operative equity structure conditioning Western FDI access.
Niger's military-led Conseil des Ministres (CNSP) on March 3, 2026 adopted three decrees terminating the establishment agreements of COMINI SARL, AFRIOR SA, and ECOMINE SA — gold mining and refining companies operating in Niger. The grounds cited are failure to pay taxes, non-submission of annual technical and financial reports, and breach of local-development financing commitments since 2023. Formal notices had been issued to the companies on February 17 and July 23, 2025 before the terminations. The action extends the CNSP's systematic tightening over strategic-resource industries, which also saw uranium licence revocations and a mine nationalisation in 2024–2025.
On 22-23 February 2026, President Félix Tshisekedi signed and publicly read on RTNC (state television) a series of presidential ordinances replacing the entire leadership of three strategic state-owned mining companies: Gécamines (copper/cobalt), SAKIMA (Société Aurifère du Kivu et du Maniema — eastern DRC 3T minerals and gold), and SOKIMO (Société Minière de Kilomoto — Kilo-Moto gold sites). New appointees include Baraka Kabemba as DG of Gécamines, Guy Robert Lukama as DG of SAKIMA, and Yannick Nzonde Mulundu as DG of SOKIMO. The sweeping governance reshuffle came approximately two months after the December 4, 2025 DRC-US Strategic Partnership Agreement on Trade and Investment, signalling a strategic repositioning of DRC state mining apparatus toward a US-aligned critical-minerals framework.
At the Maiden Mining Local Content Summit held in Takoradi on 18 February 2026, Minerals Commission CEO Isaac Tandoh announced the revocation of more than 300 small-scale mining licences held fraudulently or left dormant, alongside a comprehensive regulatory reset covering all segments of Ghana's mining sector. The reform package includes the repeal of L.I. 2462 (which had permitted mining in forest reserves), introduction of a new medium-scale licensing tier, a sliding-scale gold royalty regime designed to increase state capture during high-price periods, and mandatory local-content thresholds across procurement, employment, and equity participation. Surface-mining operations will be required to use fully Ghanaian-owned contractors; underground-mining contracts must carry at least 50% Ghanaian ownership. The reforms structurally affect large-scale operators including Newmont, AngloGold Ashanti, Zijin Mining, and Atlantic Lithium.