Cabo Delgado Security: Russia’s Lavrov offered Mozambique support to eliminate the “terrorist threat” in the north, signaling deeper security and political cooperation as LNG development raises the stakes. Fuel Supply Shock: Mozambique approved a $50m fund via Petromoc to secure liquid-fuel imports and distribution after foreign-currency constraints left pumps short and stations closed. El Niño Preparedness: INAM warned of a southern and central drought risk and said Mozambique faces a shortage of funds to respond, with preparedness measures needed before October. Industrialization Push: Akinwumi Adesina urged Mozambique to turn natural resources into industrialization and jobs, pointing to value-added gas and stronger agriculture and aquaculture. Port/Trade Governance: Transnet Port Terminals blacklisted seven firms tied to fraud and corruption, including a Tongaat Hulett-related creditor, under a long-term restricted supplier list. South Africa Migration Spillover: Anti-migrant protests escalated with door-to-door raids, while economists warned that migrant departures could worsen labour shortages across construction, farms, retail and informal work—an issue that also drives regional repatriations including Mozambicans. Manufacturing Pressure: South Africa’s manufacturing output fell in May, with logistics and electricity costs cited as key constraints. Water Infrastructure: Plans to raise Hawane Dam height were discussed as part of measures to protect potable water supply under projected El Niño conditions.