AGP Executive Report
Last update: 10 hours agoMozambique Energy & Power: Electricidade de Moçambique (EDM) reported about $113m net profit for 2025, but most of it came from dividends from its stakes (notably CEZA), while core power operations delivered a thin margin—raising questions about how quickly the utility can fund the push to electrify every Mozambican by 2030. Mining & Environment: A new report flags heavy mineral sands extraction across Mozambique as a growing threat to mangroves and coastal protection, citing rapid clearing and hydrology changes linked to mining concessions and weak environmental impact assessment practices. Ports & Trade: ICTSI signed an agreement to buy 100% of TLG Acquisition Holdings, an integrated port and cargo operator with Mozambique operations, aiming to deepen Africa’s bulk and agricultural logistics footprint pending approvals. Infrastructure & Industry Support: The U.S. Trade and Development Agency is lining up power-grid modernization partnerships in Southern Africa, including Mozambique, with a delegation visit to the U.S. to showcase AI-enabled outage prediction and electricity flow optimization. Regional Climate Risk: Southern Africa’s seasonal outlook warns Mozambique is among areas likely to see below-normal rainfall during key agricultural months, adding pressure to water and farm planning.
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