Mozambique Macro & Investment: The AfDB forecasts Mozambique GDP growth of 2.1% in FY2026 and 3.5% in 2027, citing a recovery in the extractive sector, easing inflation to 5.7%, and a widening fiscal deficit driven by higher interest costs and weaker project grants. Cabo Delgado Security: Mozambique says it will secure funding to keep Rwandan troops in northern Cabo Delgado, giving Mozambican forces time to reorganise capacity, equipment and technology as EU support timelines end. Regional Power Markets: A new Southern Africa trend is emerging as governments move from state transmission monopolies toward Independent Transmission Providers, with Mozambique and Lusophone neighbours among the key players. Food & Agriculture: Mozambique’s food-security pressure is highlighted by a flood crisis that threatens supplies, with FAO seeking major aid to support affected communities. Trade & Industry Links: South African firms signal interest in boosting investment in Mozambique ahead of a Maputo investment summit, pointing to opportunities across finance, mining, energy, tourism and infrastructure. Governance & Local Finance: Jozini municipality reports financial irregularities and cost-control steps to stabilise services and restart abandoned projects amid cross-border crime pressures. Maritime & Sanctions Spillovers: France intercepted the sanctioned Russian-linked tanker Tagor in the Atlantic, underscoring how “shadow fleet” enforcement is tightening—an issue that can ripple into regional shipping and logistics costs.