Gas & LNG Negotiations: With Strait of Hormuz disruptions lifting insurance costs, Asian and European LNG buyers are set to push Qatar and the UAE for lower prices and stronger supply guarantees, shifting bargaining power toward buyers. Mozambique Energy Strategy: President Daniel Chapo says energy projects in Cabo Delgado (Rovuma Basin) worth over US$50bn should drive industrialization, jobs and value addition—not just exports. Local Content Push: ENI argues Mozambique’s gas investment must translate into domestic benefits via training and supplier development, citing participation by 400+ Mozambican companies. Petroleum Policy Update: Mozambique has revised its Petroleum Law (Law No. 8/2026), expanding scope and tightening rules around national participation and value-chain industrialization. Shipping & Logistics: MSC launched the Afungi Shuttle, linking Afungi with Nacala and Maputo to move LNG construction cargo through one booking. Regional Power Integration: SADC calls for more investment in energy infrastructure as the region lags on electrification, highlighting key interconnectors including Malawi–Mozambique and Mozambique–Zambia. Community Impact of Gas: Communities accuse gas firms of broken promises and destitution, while research claims profits from Mozambique gas have largely flowed abroad. Trade & Industry Links: CTA urges Mozambique–China ties to shift toward joint production, technology transfer and value chains across agro-industry, energy, logistics and manufacturing. Risk & Investment Climate: A global risk ranking flags Mozambique among the more vulnerable markets, reflecting investor concerns. Security Flashpoint: Police and residents clashed in Larde (Nampula) during an operation involving alleged stolen iron linked to Kenmare Resources, leaving officers injured.