Global Market Perspectives

Africa Natural Resources, South America Energy, and New Zealand Energy

Ricky Yu 10/19/26 Ricky Yu 10/19/26

New Zealand generation pipeline moves into commissioning

Transpower’s October update reports new generating capacity entering commissioning, with further projects still in delivery. Connection milestones, energy production and dependable peak-period output remain distinct measures of supply.

South America Office 10/14/26 South America Office 10/14/26

Brazil advances curtailment rules and consults on battery costs

Brazil has approved a staged framework for generation cuts, opened a consultation on battery capacity costs and announced new EDP São Paulo tariffs.

Natural Resource Investment (Global) 10/14/26 Natural Resource Investment (Global) 10/14/26

Low wind exposes New Zealand’s interisland electricity constraints

New Zealand’s latest weekly report links higher spot prices to low wind output and strong northward transmission flows. Data-sharing changes are also moving ahead.

Natural Resource Investment (Global) 10/5/26 Natural Resource Investment (Global) 10/5/26

New Zealand changes battery rules and examines firming incentives

New Zealand's electricity updates distinguish near-term battery trading changes from longer-term funding and firming proposals.

South America Office 10/5/26 South America Office 10/5/26

Brazil assesses storage connections and additional hydro investment

Brazil's latest electricity updates cover storage connections and a proposed hydro investment methodology, alongside dated crude import data.

Important information

American First Investment LLC (“AFI LLC”) is a private investment and consulting firm registered in the State of Delaware, United States, with its principal office located at 254 Chapman Rd, Ste 208, Newark, Delaware 19702, United States. The company operates as an independent investment entity, providing advisory services, investment solutions, and strategic consulting subject to applicable laws and regulations.

AFI LLC does not provide banking, deposit, lending, or brokerage services. The company is not registered as a broker-dealer or investment advisor with the U.S. Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). AFI LLC does not engage in the solicitation, offer, or sale of securities.

Investments involve inherent risks, including, but not limited to, the loss of principal, market volatility, liquidity risks, and changes in economic, political, or regulatory conditions. Past performance is not indicative of future results, and all investment strategies should be carefully considered based on individual risk tolerance and financial objectives.

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Any engagement with AFI LLC is subject to the terms and conditions outlined in the company’s official agreements and policies.

This website does not constitute an offer or solicitation. Statements about plans and future activity are forward-looking, subject to uncertainty and may change. Information may change or become outdated. For inquiries, please contact us.

Informação importante

A American First Investment LLC («AFI LLC») é uma empresa privada de investimento e consultoria registada no Estado de Delaware, Estados Unidos, com escritório principal em 254 Chapman Rd, Ste 208, Newark, Delaware 19702, Estados Unidos. A empresa atua como entidade de investimento independente, prestando serviços de assessoria, soluções de investimento e consultoria estratégica, sujeitos à legislação e regulamentação aplicáveis.

A AFI LLC não presta serviços bancários, de depósitos, de crédito ou de corretagem. A empresa não está registada como corretora de valores mobiliários ou consultora de investimento junto da U.S. Securities and Exchange Commission (SEC) ou da Financial Industry Regulatory Authority (FINRA). A AFI LLC não promove, oferece ou vende valores mobiliários.

Os investimentos envolvem riscos, incluindo a perda do capital investido, a volatilidade dos mercados, riscos de liquidez e alterações das condições económicas, políticas ou regulamentares. O desempenho passado não indica resultados futuros. As estratégias de investimento devem ser ponderadas à luz da tolerância ao risco e dos objetivos financeiros de cada pessoa.

Esta informação tem finalidade exclusivamente informativa e não constitui aconselhamento financeiro, jurídico, fiscal ou de investimento. A AFI LLC não assume deveres fiduciários perante clientes, salvo acordo expresso num contrato formal. Os clientes e investidores devem obter aconselhamento profissional independente antes de tomar decisões de investimento ou financeiras. Qualquer relação com a AFI LLC está sujeita às condições dos acordos e políticas oficiais da empresa.

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