Mozambique Petroleum Reform: Mozambique has revised its Petroleum Law (Law No. 8/2026), replacing the 2014 framework and expanding coverage to areas like emissions control and regasification, while tightening state participation and adding new contract structures. Energy for Industry: President Daniel Chapo says Mozambique wants to become a regional energy hub, using Rovuma Basin gas and planned hydropower to drive industrialization, jobs, and local value chains rather than just exports. Local Content Push in Gas: ENI reiterates that gas investment must translate into Mozambican capacity building, with training and supplier access efforts aimed at boosting participation in Rovuma Basin projects. Gas Supply Risk for Neighbours: Analysts warn of a “gas cliff” as Mozambique’s Pande-Temane supply to South Africa declines after 2028, threatening industrial feedstock and raising pressure on regional energy planning. Digital Infrastructure: Bubble Cloud Mozambique wins an advanced licence from INTIC to run two data-centre availability zones in Maputo and Beluluane, supporting business continuity and the push to keep critical data in-country. Shipping & LNG Logistics: MSC launches the Afungi Shuttle, linking Afungi with feeder connections from Nacala and Maputo to move construction and industrial cargo for the LNG project. Regional Power Investment: SADC calls for more investment in energy infrastructure and cross-border transmission to lift electrification and expand electricity trade. Conservation Concessions Debate: Mozambique’s plan to open more conservation areas to private concessions aims to lift tourism revenues and jobs, but critics warn policy inconsistency and weak management still undermine investor confidence. Business-to-Business China Strategy: CTA urges Mozambique and China to shift from trade-only ties to joint production, technology transfer, and value-chain building, prioritizing agro-industry, energy, logistics, construction, manufacturing, and digital services. Security Flashpoint at Kenmare: Police and residents clash in Nampula’s Larde district after an alleged iron theft linked to Kenmare Resources, leaving officers injured and highlighting tensions around mining operations.