AGP Executive Report
Last update: 8 hours agoLNG Expansion Watch: Eni is weighing a third floating LNG platform offshore Mozambique, after its Coral North FLNG decision last year—aimed at doubling output to over 7 million tonnes per year by 2028—keeping the Rovuma Basin at the centre of new investment talk. Cabo Delgado Security Funding: Mozambique says it has secured funds to keep Rwandan troops operating against islamist terrorism in Cabo Delgado, after EU support was not expected to continue. Energy-Agro-Transport Investment Push: Mozambique’s government, via a UK-linked pact, is targeting about US$3bn for energy, agro-industry and transport, pitching clean power, green fertilizers and hydrogen as priority bets. Gas Revenue Governance: Mozambique expects to collect about US$76.8m from LNG exploration this year, with part earmarked for a sovereign wealth fund and the rest for the state budget. Water Security Plan: President Chapo launched a 2026–2036 water compact to lift water access and sanitation, backed by a reported US$4.59bn mobilisation target. Labour & Governance Tension: Separate from Mozambique, ZESA Enterprises in Zimbabwe is facing mounting worker allegations over management and procurement practices, a reminder of how governance risk can spill into operations.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result.
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