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AMERICANS TRADES GROUP — INTELLIGENCE DIVISION

ATG GLOBAL COMMAND

One map, every theater. Select a continent to open its country grid, then drop into the Master Plan dossier for that market. South America and Africa are live theaters; North America is HQ; the Gulf is the staging hub.

SYSTEM TIME — UTC: — • LOCAL: —

OPERATIONS MAP

Click a continent. Gold = live theater with a Master Plan. Blue = hub. Grey = monitoring.

Live theater Hub Buy-side flow ▦ dashed = active supply lanes

AFRICA — LIVE THEATER

17 MARKETS • COPPER-COBALT-IRON-GOLD DOCTRINE • DUBAI STAGING

DR Congo Zambia Guinea Ghana Côte d'Ivoire Senegal Tanzania Botswana Namibia Mauritania Morocco Egypt Nigeria Mozambique Angola Zimbabwe ⚠ South Africa — BUY

OPEN AFRICA MASTER PLAN v1 ▸

SOUTH AMERICA — LIVE THEATER

12 MARKETS + CENTRAL AMERICA ANNEX • COLOMBIA HUB • WHATSAPP DOCTRINE

Venezuela Guyana ◆ Colombia Chile Peru Brazil — BUY Argentina Ecuador Bolivia Paraguay Uruguay Suriname Panama El Salvador

OPEN SOUTH AMERICA MASTER PLAN v3 ▸

Drop your existing Master Plan v3 file into this folder renamed southamerica-masterplan.html and every chip above goes live.

NORTH AMERICA — HEADQUARTERS

ATG LLC (USA) + CANADA OPS — MONTRÉAL DESK

Origin for US-law contracts (Flow A), buy-side auctions, and outbound logistics from Houston / Savannah / East Coast. Inventory: americanstrades.com/inventory.

MIDDLE EAST — DUBAI HUB

ATG UAE — JEBEL ALI STAGING

Re-export crossroads: staging, inspection and photography for Africa-bound iron; lanes to Mombasa, Dar es Salaam, Djibouti and West Africa; GCC dealer network for component sales. Excluded from all Venezuela flows per deal-flow doctrine.

EUROPE — MONITORING

SOURCING + BUYER WATCH

Active thread: Maskinpool AS (Norway) on the 3× CAT 772G set. Northern Europe is a periodic buy-side source (fleet renewals); no standing theater plan yet.

ASIA — SUPPLY WATCH

VLADIVOSTOK ▸ TIANJIN CORRIDOR

Live operation: 2× Komatsu D375A-6R (dismantled) at Vladivostok, flat-rack OOG routing to Tianjin under study. China buyer network development pending freight RFQ.

OCEANIA — MONITORING

AUCTION SOURCE WATCH

Australian mining fleet disposals occasionally price attractively for Indonesian/African resale; tracked opportunistically, no standing plan.

DAILY OPERATIONS

OPEN ACTIVITIES CRM ▸ ~$18.9M PIPELINE — MANUS SYNC 11 JUN

The standing battle rhythm. Deal board first, then the day keyed to the clocks above — Africa and the Gulf are already working while Montréal sleeps, so the morning block is harvest, not launch.

▌ ACTIVE DEAL BOARD

Asset	Theater / Channel	Stage	Next action — today	Status
3× CAT 772G (2018)	Norway — Maskinpool AS (primary) · Guinea/Ghana contractor wave (parallel)	In discussion	Short low-pressure nudge to Maskinpool if 10+ days quiet; push Conakry/Tema CIF intro wave	HOT
2× Komatsu D375A-6R (dismantled)	Vladivostok ▸ Tianjin — flat-rack OOG · Africa fallback: Dar es Salaam	Freight RFQ pending	Issue freight RFQ + cargo spec sheet to project-cargo forwarders — carrying cost runs daily	PRIORITY
2× PC4000-3 swing drives + reducer cap	DRC/Zambia shovel fleets · Chile/Peru cross-list	Listed — campaign live	Send listing to shovel maintenance + JCHX/AMS procurement; verify contact block renders in listing HTML	HOT
175+ aluminium vent panels (ATG-VENT-2026)	Canada — private treaty	Listed	One buyer touch per day until lot moves (data-center builders, scrap-premium fallback)	ACTIVE
Site inventory — graders, D10T, pavers	americanstrades.com/inventory	Rolling	Re-check underpriced units vs MachineryTrader / auction comps before each broadcast	ACTIVE

▌ THE DAY — MONTRÉAL TIME

06:30–08:00 HARVEST

Africa + Gulf are mid-afternoon: answer every overnight WhatsApp/email first — speed is the edge
FX desk scan (banner above): flag moves >2% in deal currencies (NGN, EGP, ZMW, ARS, GHS)
Overnight auction results: RSA (Joburg) + Brazil (Superbid) closing prices vs your comps

08:00–11:00 OUTREACH

One outreach wave per day, one theater — never both the same day (Africa: Tue/Thu · LATAM: Mon/Wed/Fri)
5–10 short, direct messages: photo, hours, location, CIF number, "first deposit takes it"
Follow-up nudges on 10-day spacing — pull from CRM, same low-pressure tone

11:00–14:00 DEALS & LOGISTICS

Quotes out same day a spec request lands: freight + payment terms + compliance note
Forwarder follow-ups (D375A RFQ, Jebel Ali rate cards, OOG flat-rack availability — the real bottleneck)
LATAM is in lunch-to-afternoon window: calls to Bogotá/Santiago land now

14:00–16:30 INTEL & PIPELINE

Log every reply as a CRM record in Notion same day — no exceptions
SDN/OFAC screen any new counterparty before a quote goes out (DRC, Zimbabwe, gold-trade especially)
Buy-side scan: one sourcing channel per day (RSA auctions · Brazil disposals · dealer trade-ins)
Trigger watch: Simandou volumes, DRC quotas, Venezuela OFAC licenses, Cobre Panamá, Argentina FX

▌ STANDING PROTOCOLS

BROADCASTWhatsApp stock alert to each list every 10–14 days max — broadcast list, never group chat. Photos must show condition and scale.

COMPLIANCESDN screen every counterparty + beneficial owner. USD offshore before release in GNF/NGN/EGP/AOA/VES markets. US-law contracts via ATG LLC; Dubai entity excluded from all Venezuela flows.

PRICINGNo unit listed without a comp check (MachineryTrader, EquipmentWatch, auction results). Underpricing found twice already — assume it until proven otherwise.

CONTENT2× LinkedIn posts/week from the Revenue Playbook bank. Every sold unit becomes a "SOLD" post — proof sells the next one.

FRIDAY REVIEWScore the week (KPIs below), update Notion pipeline + 90-day timeline, queue next week's outreach lists, say "refresh master plan" when triggers move.

▌ WEEKLY SCOREBOARD

25–50

Outbound touches / week (messages + nudges)

Qualified replies logged to CRM

Quotes issued (same-day standard)

Buy-side opportunity priced (RSA / Brazil / trade-in)

100%

New counterparties SDN-screened before quote

LinkedIn posts published

Replies left unanswered >24h

Friday review + pipeline update completed

● SIMANDOU RAMP-UP: 2.2 Mt shipped May 2026 (+69% m/m) — Morebaya port accelerating | ● DRC COBALT QUOTA 2026–27: 96,600 t/yr — copper-first pivot across Copperbelt | ● ZAMBIA TARGET: 1 Mt Cu 2026 → 3 Mt by 2031 — Lumwana super-pit, Mopani, Konkola expansions | ● MEA EQUIPMENT MARKET: $9.0B 2026 → $13.1B 2031 | ● SOUTH AFRICA = BUY-SIDE: weak rand + fleet disposals = quality used iron | ● DUBAI HUB ADVANTAGE: Jebel Ali → East & West Africa re-export lanes live ● SIMANDOU RAMP-UP: 2.2 Mt shipped May 2026 (+69% m/m) — Morebaya port accelerating | ● DRC COBALT QUOTA 2026–27: 96,600 t/yr — copper-first pivot across Copperbelt | ● ZAMBIA TARGET: 1 Mt Cu 2026 → 3 Mt by 2031 — Lumwana super-pit, Mopani, Konkola expansions | ● MEA EQUIPMENT MARKET: $9.0B 2026 → $13.1B 2031 | ● SOUTH AFRICA = BUY-SIDE: weak rand + fleet disposals = quality used iron | ● DUBAI HUB ADVANTAGE: Jebel Ali → East & West Africa re-export lanes live

AMERICANS TRADES GROUP — INTELLIGENCE DIVISION

AFRICA MASTER PLAN v1.0

The second theater. Distinct doctrine from South America: this is a copper-cobalt-iron-gold play built around three live super-cycles — the Central African Copperbelt expansion, the Simandou iron age, and the West African gold belt — supplied through the Dubai hub ATG already operates. South Africa plays the Brazil role: buy-side source, not sell-side target.

CLASSIFICATION: ATG INTERNAL — PARTNER SHARE OK • ISSUED: 11 JUN 2026 • THEATER: AFRICA (17 MARKETS) • CONTACT: sales@americanstrades.com · +1.450.275.3131

01 — Doctrine

Same spread-not-marketing engine as the South America plan, different geometry. LATAM runs out of the Colombia hub on WhatsApp velocity; Africa runs out of Dubai on port logistics and mine-contractor relationships. Components and trucks, not paving iron.

SELL-SIDE: MINE BELTS

Three belts buy heavy iron in volume: the DRC–Zambia Copperbelt (rigid trucks, big dozers, PC4000-class shovel components), the Guinea iron corridor (Simandou contractor fleets ramping to 120 Mt/yr), and the Ghana–Côte d'Ivoire gold belt (40–100 t excavators, ADTs, D9–D11). Mining contractors buy faster than mine owners — target the contractors first.

BUY-SIDE: SOUTH AFRICA

Weak rand, contracting domestic mining, mature fleets and a deep auction circuit (bank repos, fleet disposals, Joburg yards) make RSA the continent's used-iron source — Africa's Brazil. Buy in ZAR, sell in USD north of the Limpopo or into LATAM.

HUB: DUBAI / JEBEL ALI

ATG's existing UAE entity is the unfair advantage. Jebel Ali is the world's used-equipment re-export crossroads with direct lanes to Mombasa, Dar es Salaam, Djibouti and West Africa. Stage, inspect, and stage-photo inventory in Dubai; quote CIF African ports with real transit numbers.

$9.0B → $13.1B

MEA construction equipment market, 2026 → 2031 (7.8% CAGR)

3.4 Mt

DRC copper exports 2025 — Africa #1, still expanding

120 Mt/yr

Simandou full capacity — ramp over ~2.5 years from Dec-2025 first ore

3 Mt by 2031

Zambia national copper target — tripling output = fleet demand

02 — Theater Map

Live operational picture. Gold pulses are Tier-1 sell markets, blue are Tier-2, green is the buy-side source, and the dashed lines are ATG supply lanes (Houston / Dubai / RSA staging).

Tier 1 — priority sell Tier 2 — develop Tier 3 — watch Buy-side source ▦ dashed = ATG supply lanes

03 — Tier System

Market	Tier	Thesis	Currency / FX note	Primary port
DR Congo	TIER 1	Copperbelt expansion + copper-first pivot; PC4000-class fleets in theater	CDF — but mining economy runs in USD	Durban/Dar transit ▸ Kasumbalesa; Lobito rail rising
Zambia	TIER 1	1 Mt now ▸ 3 Mt by 2031; Lumwana super-pit, Mopani, Konkola rebuilds	ZMW kwacha — volatile, deals in USD	Dar es Salaam / Durban / Walvis corridor
Guinea	TIER 1	Simandou ramp to 120 Mt/yr; contractor fleets building NOW	GNF — repatriation friction; quote USD CIF	Conakry / Morebaya
Ghana	TIER 1	Gold belt + local contractor class that buys used US iron	GHS cedi — stabilized 2025–26 but hedge	Tema / Takoradi
Côte d'Ivoire	TIER 2	Fastest-growing gold jurisdiction in W. Africa; CFA stability	XOF — pegged to EUR (low FX risk)	Abidjan / San-Pédro
Senegal	TIER 2	Oil/gas startup + infrastructure cycle; CFA zone gateway	XOF — pegged to EUR	Dakar
Tanzania	TIER 2	Gold majors + Kabanga nickel + corridor port for the Copperbelt	TZS — managed, deals in USD	Dar es Salaam
Botswana	TIER 2	Diamond capex (Jwaneng UG) + coal; cleanest credit in region	BWP pula — stable	via Durban / Walvis Bay
Namibia	TIER 2	Uranium restart cycle + oil exploration support	NAD — pegged 1:1 to ZAR	Walvis Bay
Mauritania	TIER 2	SNIM iron expansion + Tasiast gold	MRU ouguiya — thin market, USD deals	Nouadhibou / Nouakchott
Morocco	TIER 2	OCP phosphate capex + 2030 World Cup infrastructure wave	MAD dirham — managed basket, bankable	Casablanca / Tanger Med
Egypt	TIER 2	Mega-projects + Mantrac home turf; FX availability is the constraint	EGP — devaluation cycles; secure USD offshore	Alexandria / Ain Sokhna
Nigeria	TIER 3	Huge volume, brutal FX; cash-rich buyers exist — case-by-case	NGN naira — volatile; USD-out-of-country only	Lagos / Lekki Deep Sea
Mozambique	TIER 3	LNG restart + coal; security-gated timeline	MZN metical	Beira / Nacala / Maputo
Angola	TIER 3	Lobito corridor upside; kwanza FX pain today	AOA kwanza — repatriation risk	Lobito / Luanda
Zimbabwe	WATCH	Lithium boom but FX regime + sanctioned entities = screen everything	ZWG / USD dual — treacherous	via Beira / Durban
South Africa	BUY-SIDE	Auction circuit + fleet disposals + weak rand = acquisition source	ZAR — buy weakness, sell USD	Durban / Richards Bay / Cape Town

04 — Tier 1 Dossiers

DR CONGO — THE COPPERBELT ENGINE

TIER 1 • CDF (USD economy) • KASUMBALESA / LOBITO / DAR CORRIDORS

Why now: Africa's #1 copper producer (~3.4 Mt exported 2025, ~+10% y/y). Cobalt quota regime (96,600 t/yr 2026–27) is pushing every operator into a copper-first pivot — more stripping, more haulage, more fleet hours.

Anchor operations: Kamoa-Kakula (Ivanhoe/Zijin), CMOC Tenke Fungurume & Kisanfu, Glencore KCC & Mutanda, ERG Metalkol, Chemaf.

Contractor channel: JCHX Mining, Mota-Engil Africa, plus the Lubumbashi/Kolwezi plant-hire ecosystem — these firms buy used iron for contract life, not fleet image.

Equipment fit: ★ PC4000-3 swing drives — PC4000-class shovels operate in this belt; the component play lands here. Rigid trucks (772G class), D375A/D10-11 dozers, 100t+ excavators, motor graders for haul-road fleets.

Logistics: Inbound via Durban or Dar es Salaam, road to Kasumbalesa border (expect congestion); the Lobito Atlantic rail corridor is the emerging western exit — watch it for inbound too.

Regulation: No meaningful age limit on mining machinery; import duties negotiable under mining-code exonerations when consigned to a registered mining project.

Ivanhoe / Kamoa-KakulaCMOC TFM + KFMGlencore KCCERG MetalkolJCHX (contractor)Mota-Engil AfricaTractafric Equipment (CAT dealer)Komatsu via distributors

COMPLIANCE: governance-risk jurisdiction — SDN/sanctions screen every counterparty (state-linked entities and certain traders are designated). Same discipline as the Venezuela flows: US-law contracts, screened buyers, payment before release.

ZAMBIA — THE 3-MILLION-TONNE BET

TIER 1 • ZMW (deals in USD) • DAR / DURBAN / WALVIS CORRIDORS

Why now: National policy target of 1 Mt copper in 2026 (running ~836 kt annualized — pressure to accelerate) and 3 Mt by 2031. Tripling output means fleet expansion at nearly every property, and budgets favor good used iron.

Anchor operations: First Quantum Kansanshi S3 + Sentinel, Barrick Lumwana super-pit expansion, Mopani (IRH recapitalized, $1B+ in), Konkola/KCM (Vedanta restart).

Contractor channel: African Mining Services (Perenti), Moolmans, local plant-hire firms on the Copperbelt; sulphuric acid trade with DRC keeps cross-border haulers buying trucks.

Equipment fit: Rigid haul trucks, D375A/D10T class dozers, 90–250 t excavators, drills; PC4000 components serviceable into the FQM/Barrick shovel ecosystem.

Logistics: Landlocked — Dar es Salaam (TAZARA being recapitalized), Durban road, Walvis Bay corridor. Quote DAP Kitwe/Solwezi to win against dealers.

Regulation: Used mining equipment imports routine; ZRA values on invoice + inspection. Mining-license holders access duty concessions.

First Quantum (Kansanshi/Sentinel)Barrick LumwanaMopani / IRHKonkola / VedantaAMS — PerentiMoolmansBarloworld Equipment ZambiaKomatsu Africa Holdings

ANGLE: FQM and Barrick run standardized CAT/Komatsu fleets — surplus components and mid-life trucks move fast here. Power (hydro shortfalls) occasionally idles fleets: distress windows = buy-side opportunities too.

GUINEA — THE SIMANDOU IRON AGE

TIER 1 • GNF (quote USD CIF) • CONAKRY / MOREBAYA

Why now: First ore shipped Dec 2, 2025; ramp is real — ~2.2 Mt exported in May 2026 alone (+69% m/m), targeting 60 Mt/yr intermediate and 120 Mt/yr full capacity over ~2.5 years. $20B+ infrastructure including the 600+ km Trans-Guinean railway. Every tonne of that ramp is machine hours.

Anchor operations: Rio Tinto Simfer (blocks 3–4, with Chinalco JV), Baowu Winning Consortium Simandou (blocks 1–2); plus the established bauxite belt (CBG, SMB-Winning at Boké) which already consumes huge fleets.

Contractor channel: The ramp is contractor-executed — earthworks, rail maintenance, mine development crews, plus bauxite haul contractors at Boké. These fleets are bought under time pressure: used, available-now iron wins.

Equipment fit: ★ 772G rigid trucks — exact class for bauxite/iron contractor haulage. Dozers, excavators 50–120 t, graders, water trucks.

Logistics: Conakry port (congested) or project berths; French-language docs; CFR quotes expected.

Regulation: Mining-convention imports get duty relief; junta-era policy is pro-extraction. GNF repatriation friction — get paid offshore in USD before shipment.

Rio Tinto SimferBaowu WCSCBG (bauxite)SMB-WinningNeemba (ex-JA Delmas, CAT)Kanu Equipment

ANGLE: Maskinpool-style approach works — short, direct messages to fleet and procurement managers at the contractors, not the consortia HQs. French + English. Lead with availability and Conakry CFR numbers.

GHANA — THE GOLD BELT BUYER CLASS

TIER 1 • GHS (hedge; USD deals normal) • TEMA / TAKORADI

Why now: Gold at records keeps Tarkwa, Obuasi, Ahafo and the mid-tiers stripping hard — and Ghana has what most of Africa lacks: a deep local mining-contractor class that buys used American iron directly.

Anchor operations: Gold Fields Tarkwa/Damang, AngloGold Ashanti Obuasi, Newmont Ahafo & Akyem, Asante Gold (Bibiani/Chirano), Perseus Edikan.

Contractor channel (the real targets): Engineers & Planners (largest local), Rocksure International, BCM Ghana, PW Mining, Maxmass — all run CAT-heavy used fleets and know US auction values.

Equipment fit: 40–100 t excavators, ADTs, D9–D11 dozers, 770/772/775 class rigids, graders. Components welcome — strong local rebuild shops.

Logistics: Tema port efficient by regional standards; RoRo + flat-rack lanes from Houston/Savannah well established.

Regulation: Vehicle 10-year age cap does NOT govern mining machinery, but expect GRA valuation scrutiny on older units; mining-list concessions cut duty for registered mine suppliers.

Engineers & PlannersRocksure InternationalBCM GhanaPW MiningGold Fields TarkwaAngloGold ObuasiMantrac Ghana (CAT)

ANGLE: this is the easiest first sale in West Africa — same playbook as Guyana's contractor wave. E&P and Rocksure respond to WhatsApp with photos and a Tema CIF price.

05 — Tier 2 Dossiers

CÔTE D'IVOIRE

TIER 2 • XOF (EUR-pegged — lowest FX risk in W. Africa) • ABIDJAN

Thesis: West Africa's fastest-growing gold jurisdiction — Endeavour (Ity, Lafigué), Perseus (Yaouré, Sissingué), Allied Gold (Bonikro), Fortuna (Séguéla) — plus an infrastructure cycle in a CFA-stable economy.

Targets: mine contractors (Mota-Engil, local civil firms), quarry operators around Abidjan, plant-hire yards.

Fit: 30–80 t excavators, ADTs, dozers, graders. French docs.

Note: CFA peg means buyers can actually pay — prioritize over naira-zone volume.

Endeavour MiningPerseus MiningFortuna SéguélaNeemba CI (CAT)

SENEGAL

TIER 2 • XOF • DAKAR

Thesis: Sangomar oil + GTA gas now producing; ports, roads and the Dakar–Saint-Louis corridor drive civil fleets; Grande Côte minerals and Sabodala-Massawa gold (Endeavour) anchor mining demand.

Targets: CSE and other large civil contractors, oilfield logistics firms, Endeavour contractors.

Fit: Excavators, graders, loaders, rollers; clean-running CFA market like CI.

Endeavour Sabodala-MassawaCSE SenegalEramet Grande Côte

TANZANIA

TIER 2 • TZS • DAR ES SALAAM

Thesis: Barrick (Bulyanhulu, North Mara) + Geita (AngloGold) gold base, Kabanga nickel development, and Dar's role as THE corridor port for Zambia/DRC — equipment sold here often works the whole belt.

Targets: mining contractors, Dar-based plant hire (Alistair Group ecosystem), corridor haulage firms.

Fit: excavators, dozers, rigid trucks; strong used-CAT culture.

Barrick TZAngloGold GeitaKabanga NickelMantrac Tanzania

BOTSWANA

TIER 2 • BWP (stable) • VIA DURBAN/WALVIS

Thesis: Debswana's Jwaneng underground conversion (multi-billion) + Orapa life extension + Khoemacau copper expansion. Cleanest payment risk on the continent.

Targets: Debswana contractors (Majwe JV ecosystem), Khoemacau, civil firms in Gaborone.

Fit: rigid trucks, large dozers, UG support iron via contractors.

Debswana JwanengKhoemacau / MMGBarloworld Botswana

NAMIBIA

TIER 2 • NAD (ZAR-pegged) • WALVIS BAY

Thesis: Uranium price cycle has Rössing, Husab and restart projects (Langer Heinrich) consuming fleet; Orange Basin oil (TotalEnergies/Galp) building support infrastructure; Walvis Bay is also a corridor port to the Copperbelt.

Targets: uranium mine contractors, Walvis logistics yards, civil firms.

Fit: 100 t class excavators, rigids, water trucks, graders.

CNNC RössingSwakop Uranium HusabPaladin Langer Heinrich

MAURITANIA

TIER 2 • MRU • NOUADHIBOU

Thesis: SNIM iron ore expansion (riding the same iron market Simandou is entering) + Kinross Tasiast at full throughput + GTA gas. Thin market, few suppliers show up — being present wins deals.

Targets: SNIM procurement, Tasiast contractors, Nouakchott civil firms.

Fit: rigid trucks, loaders, dozers; harsh-environment spec sells.

SNIMKinross Tasiast

MOROCCO

TIER 2 • MAD (bankable) • CASABLANCA / TANGER MED

Thesis: OCP's phosphate capex program + 2030 World Cup buildout (stadiums, rail, highways) + Managem mining group = a structured, bankable equipment market. Competitive (EU used iron flows in) but deep.

Targets: OCP contractors, Managem, large civils (TGCC, SGTM, Jet Contractors), quarry groups.

Fit: excavators, dozers, graders, crushers-feed loaders.

OCP GroupManagemTGCCTractafric Maroc (CAT)

EGYPT

TIER 2 • EGP (devaluation cycles) • ALEXANDRIA / AIN SOKHNA

Thesis: Mega-project pipeline (new capital, ports, Sukari gold expansion under AngloGold) and the Mansour/Mantrac machine — a huge installed CAT base. The constraint is USD availability, not demand.

Targets: Orascom, Hassan Allam, Arab Contractors supply chains; Sukari contractors; Suez-zone industrial builders.

Rule: USD received offshore (Dubai entity) before anything sails. Letters of credit from Egyptian banks only with confirmation.

Orascom ConstructionHassan AllamAngloGold SukariMantrac Egypt / Unatrac

06 — Tier 3 / Watch + Buy-Side

NIGERIA

TIER 3 • NGN (volatile) • LAGOS / LEKKI

Read: Biggest construction volume in West Africa (Dangote ecosystem, Lagos works, quarries) and real cash buyers exist — but naira volatility and repatriation risk make it case-by-case: USD offshore, payment before release, no exceptions. Note vehicle age caps don't govern yellow iron, but customs valuation is aggressive.

Dangote / BUA contractorsJulius Berger supply chainMantrac Nigeria

MOZAMBIQUE

TIER 3 • MZN • BEIRA / NACALA

Read: TotalEnergies LNG restart in Cabo Delgado + Vulcan (ex-Vale) coal at Moatize will pull serious fleet when security holds. Pre-position relationships now; ship later.

Vulcan MoatizeLNG civil contractorsMota-Engil Moçambique

ANGOLA

TIER 3 • AOA (repatriation risk) • LOBITO / LUANDA

Read: The Lobito Atlantic corridor (US/EU-backed rail to the Copperbelt) is the story — it can become an inbound equipment lane to DRC/Zambia. Diamond (Catoca) and infrastructure demand real but kwanza-gated. Watch, build freight knowledge.

Lobito Atlantic RailwayCatocaMota-Engil Angola

ZIMBABWE

WATCH • ZWG/USD dual • VIA BEIRA/DURBAN

Read: Lithium (Bikita, Arcadia — Chinese-operated) and platinum demand is real, but the FX regime is treacherous and several entities/individuals are sanctions-designated. Only USD-prepaid, fully screened deals — otherwise pass.

COMPLIANCE: OFAC + UK/EU designations active in this market. SDN-screen every counterparty and beneficial owner. Same DO-NOT-DEAL discipline as the flagged Guyana entities.

SOUTH AFRICA — THE ACQUISITION ENGINE

BUY-SIDE • ZAR • DURBAN / RICHARDS BAY / CPT

Thesis: Africa's Brazil. Deep installed base, contracting gold/PGM sectors shedding fleet, bank repos, and a weak rand: buy quality CAT/Komatsu in ZAR at auction, sell in USD into the Copperbelt, West Africa, LATAM or the Gulf.

Buy channels: auction circuit (Joburg yards — major global auctioneers run SA sales), mine fleet disposals (Sibanye, Implats, Harmony, Glencore coal ops), dealer trade-ins, plant-hire liquidations.

Watch: export permits (ITAC) on certain used machinery, port delays at Durban — build 3–4 weeks slack into resale quotes.

Cross-flow: RSA sourcing also feeds the South America plan (Chile/Peru spec overlap) — one buy-side, two theaters.

Joburg auction circuitMine disposals (PGM/gold/coal)Barloworld trade-insPlant-hire liquidations

07 — Equipment Fit Matrix

Where current ATG inventory lands in this theater.

3× CAT 772G (2018)

Guinea — Simandou & Boké bauxite contractors (primary)
Ghana / CI gold contractors (E&P, Rocksure class)
Zambia Copperbelt contractor fleets
Parallel track: keep Maskinpool (Norway) warm — first commit wins

2× KOMATSU D375A-6R (dismantled, Vladivostok)

Primary route remains Vladivostok ▸ Tianjin (flat-rack OOG plan)
If China lane stalls: DRC/Zambia mines run D375 class — Dar es Salaam discharge is the Africa fallback
Dismantled state = easier OOG economics either direction

2× PC4000-3 SWING DRIVES + REDUCER CAP

DRC Copperbelt PC4000/PC3000 fleets — strongest Africa fit
Zambia (FQM / contractor shovel ecosystem)
Cross-list to Chile/Peru per existing market intel — components fly, machines sail

08 — Execution Cadence (first 90 days)

Window	Action	Status
Days 1–15	Ghana + Guinea contractor wave: short WhatsApp/email intros (E&P, Rocksure, BCM, Boké haul contractors) with 772G photos + Tema/Conakry CIF numbers	LAUNCH
Days 1–30	PC4000 component campaign into DRC/Zambia: target shovel maintenance managers + JCHX/AMS procurement; reuse swing-drive listing HTML	LAUNCH
Days 15–45	Dubai staging audit: confirm Jebel Ali yard/partner, get Mombasa + Dar + Tema CIF rate cards from 2–3 forwarders	SETUP
Days 30–60	RSA buy-side: register for Joburg auctions, map 2 disposal pipelines (PGM + coal), set ZAR price alerts vs USD resale comps	SETUP
Days 45–90	Tier 2 probes: Côte d'Ivoire + Tanzania + Botswana intro round; Morocco/Egypt only with confirmed USD-offshore structures	QUEUE

09 — Compliance Rail (applies to every Africa deal)

SDN/sanctions screening on every counterparty and beneficial owner (DRC, Zimbabwe, and gold-trade intermediaries especially). USD received offshore before release in GNF/NGN/EGP/AOA markets. US-law contracts via ATG LLC where the buyer can sign them; Dubai entity for GCC-African flows. No exceptions — the compliance promise is part of the pitch, so it has to be real.

CHANGELOG — AFRICA MASTER PLAN
v1.0 — 11 JUN 2026 — Initial issue. 17 markets tiered; Simandou ramp (Dec-2025 first ore, 2.2 Mt May-2026) confirmed; DRC cobalt quota 96,600 t/yr 2026–27 + copper-first pivot logged; Zambia 1 Mt/3 Mt targets logged; South Africa designated buy-side engine; Dubai hub doctrine established; 90-day cadence issued.
Refresh triggers: Simandou monthly export volumes • DRC quota/policy changes • Zambia Q output vs 1 Mt path • Mozambique LNG security gate • Lobito corridor equipment-inbound capability • ZAR auction price index.