Rovuma LNG Momentum: ExxonMobil awarded about $1.1bn in pre-investment contracts for Rovuma LNG Phase 1 in Cabo Delgado, covering long-lead subsea systems, valves and offshore line pipe—an execution push toward a Final Investment Decision after force majeure was lifted in 2021. Legal/Finance Watch: A US appeals court refused to block a nearly $4.7bn Export-Import Bank loan for TotalEnergies’ Mozambique LNG project, keeping financing on track despite environmental challenges. Regional Diplomacy: India and Mozambique held the 3rd Foreign Office Consultations in Maputo, reviewing cooperation across security, trade, agriculture and digital public infrastructure. Jobs & Investment Pledge: Tanzania’s MeTL chief Mohammed Dewji committed $250m to Mozambique and aims to employ 20,000 Mozambicans, though project details and timelines weren’t disclosed. Agriculture Budget: Mozambique’s agricultural plan is budgeted at $2bn over four years, targeting productivity gains for over 2m producers in Gaza and other value chains. Mining/Power Context: Malawi’s coal industry urged government support for large-scale coal investment to cut reliance on imported coal, while grid demand-supply gaps continue to destabilise electricity supply. Trade & Logistics: Interasia Lines launched a weekly Mombasa–Asia service from mid-October, boosting East Africa–Asia container capacity. Industry Pulse: Kenmare reported weak market conditions affecting H1 performance but said zircon demand and progress on its Moma wet concentrator upgrades are improving the outlook.