HIV Prevention Funding: At AIDS 2026 in Rio, AVAC’s Mitchell Warren said PEPFAR and the Global Fund’s lenacapavir PrEP target of 3 million by 2028 “cheaped out,” arguing demand is already higher and injectable choice could mean 1.5 million users in year one. Cross-Border Trade & Infrastructure: Mozambique awarded a 25-year PPP concession to Chinese firms Union Portlink Capital and Zhongmei Engineering Group to build and run a one-stop border post at Machipanda (US$30m), expected to start in October, to cut congestion and speed customs for the Beira–Zimbabwe corridor. Cabo Delgado Security & Industry Risk: Zitamar reports insurgent pressure is spreading across Cabo Delgado, with TotalEnergies/Sumitomo exiting the Mphanda Nkuwa hydropower consortium and Gemfields seeking a buyer for Cabo Delgado gold prospects amid insecurity. Airline Cashflow Blockages: AFRAA warns blocked repatriation of ticket and cargo revenues is undermining African airline viability, citing Mozambique among countries with trapped funds. Mozambique Finance: Bank of Mozambique kept its benchmark lending rate at 9.25% for a third straight meeting despite June inflation rising to 7.5%. Drug Enforcement: SERNIC incinerated seized chemical precursors in Maputo province after arrests linked to alleged cartel-linked hard-drug production. Agro-Industry Investment: Mozambique’s agriculture minister said Portugal is key to attracting agro-investment and technology, pushing Mozambique to move from consumer market to production and export hub.