Global Market Perspectives

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

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

Argentina LNG expansion advances on two timelines

Pipe deliveries and marine surveys show Argentina’s LNG export projects progressing through different stages of development. Southern Energy’s pipeline construction is creating work for ports and trucking firms, while the larger YPF–Eni–XRG project continues engineering work alongside a conditional financing proposal.

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

South African manganese sales lag as Angola output recovers

South32’s latest report shows higher South African manganese production alongside lower sales, while Angola’s September figures record a recovery in oil and gas output. Freight decisions and differences in product measurement limit what these production gains say about sales.

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

South African mining contracts as Nigerian crude shipments rebound

South Africa’s August mining release shows weaker output and sales. Separately, preliminary US import data record a rebound in Nigerian-origin crude arrivals.

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.

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

South African mining prices ease and US imports from Nigeria fall

South African mining prices and US imports of Nigerian crude offer separate, dated views of resource activity.

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.

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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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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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