AGP Executive Report

Cabo Delgado Displacement Crisis: Mozambique has opened a two-day forum on the future of displaced people as the conflict in northern Cabo Delgado enters its ninth year, with renewed attacks since late 2025 driving fresh waves of flight across all 17 districts and pushing humanitarian needs higher. Local Governance & Justice: Mozambique’s Supreme Court has summoned Venancio Mondlane, leader of Anamola, to face five criminal charges tied to post-election demonstrations in 2024, with proceedings expected within the next two to three months. Economic Policy: The government has approved regulations to make the Mozambique Development Bank (BDM) operational, positioning it to mobilise long-term resources and catalyse strategic investment. Energy & Local Content: ExxonMobil has earmarked about $4bn for local content in its Rovuma LNG Area 4 project, but Mozambique firms are warned they must upgrade to meet strict tender and quality standards. Telecom Sector: Mozambique has named Axian and Dubai investors as potential partners for Tmcel, as ministers seek a new strategic investor for the state-owned operator.

Telecom & Investment: Mozambique has approved a regulation to operationalise the Development Bank (BDM), aimed at mobilising long-term resources and catalysing strategic investment. State Operator Search: The government has also authorised finance and communications ministers to find a new strategic investor for publicly owned Tmcel, with potential partners including Axian Telecom and other named firms, and a 135-day deadline for a final proposal. Energy & Local Content: ExxonMobil has earmarked about $4bn for local content in its Rovuma LNG project in Cabo Delgado, with Mozambique’s business lobby warning firms to upgrade to meet tender standards. Courts & Politics: Mozambique’s Supreme Court has summoned Venancio Mondlane over five criminal charges tied to post-election demonstrations in 2024, with proceedings expected within months. Governance Clarity: Malawi’s MEC has denied social media claims that its chairperson Justice Annabel Mtalimanja was blocked from leaving for a SADC electoral meeting in Mozambique. Security & Crime: A phishing-as-a-service scheme targeting Apple device owners has been exposed, using AI voice calls to steal passcodes and 2FA codes. Regional Trade & Tourism: Tanzania is pushing deeper tourism cooperation with Mozambique, arguing integrated corridors could boost jobs and foreign-exchange earnings.

Xenophobia and migration: President Cyril Ramaphosa told Parliament that perpetrators of violence against foreign nationals will be arrested and charged, while also saying some anti-foreigner activity may be instigated from outside South Africa. Digital trust in Mozambique: Mozambique’s INTIC and Tablu Tech are working on MoDi Sign to modernise the country’s advanced digital signature system, aiming to strengthen secure digital identity and trust for public and private transactions. Health regulation boost: Mozambique’s medicines regulator ANARME reached WHO ML3, signalling a stable, well-functioning regulatory system for medicines and imported vaccines. Regional fuel security: Mozambique and Zimbabwe’s Beira-Harare corridor expansion will raise pipeline capacity by 67% to 5 million cubic metres by end-2027, with new pumping stations planned. Matola rivers rehabilitation: IMARP and JS Consultoria signed an MoU for an integrated environmental recovery project for Matola rivers, linking drainage, ecological restoration and community food security. Governance and infrastructure: Mozambique also signed an agreement for rehabilitation of Matola rivers, reinforcing the city’s push to tackle waterways and livelihoods. Sports (Mozambique in focus): Ethiopia submitted its bid to host Afcon 2028, with Mozambique listed among group opponents.

Health Regulation Boost: Mozambique’s medicines and imported vaccines regulator ANARME has reached WHO Maturity Level 3, placing the country among the 10th in Africa to have a stable, well-functioning system—an upgrade meant to improve quality, safety and timely access to health products. Fuel Security & Infrastructure: CPMZ says it will expand the Beira–Harare fuel pipeline capacity by 67% to 5 million cubic metres by end-2027, with new pumping stations in Sofala and Manica to meet rising demand across landlocked neighbours. Water & Food Security in Maputo: IMARP and JS Consultoria signed an MoU to rehabilitate Matola rivers, aiming to restore drainage, ecosystems and community fish farming, including a modern fish market. Energy Sector Watch: Kenmare Resources reports an 11% revenue drop to $149.1m, citing weaker product prices and slower commissioning impacts, though it points to a steadier order book. Governance & Accountability: Mozambique’s Matola Rivers rehabilitation deal and ANARME’s WHO milestone come as regional attention also turns to fraud risks—highlighted by Malawi’s NOCMA probe into a suspected $403,605 payment diversion linked to Mozambique’s Nacala port.

Mozambique Security & Tourism: The US State Department has updated its travel warning for Mozambique, urging Americans to avoid parts of the safari destination and flagging terrorism risks in Cabo Delgado, where attacks could hit tourist areas with little notice. Frelimo Politics: President Daniel Chapo told Frelimo cadres in Chimoio to tackle Mozambique’s biggest worries—unemployment and hunger—by pushing stronger health, education, agriculture and infrastructure, while also renewing the party’s anti-corruption push. Cabo Delgado Terror Response: Frelimo also called for tougher measures against Islamist terrorism, stressing community vigilance and prevention, as partners like GCERF argue that security alone won’t stop radicalisation. Mozambique Energy Corridor: A major Beira–Harare fuel corridor expansion will add two pumping stations, boosting pipeline capacity and strengthening diesel, petrol and jet fuel supply across Mozambique and landlocked SADC markets. Telecom Regulation: Mozambique has adopted a new decree modernising telecom licensing with unified and class-based licences, including fast approvals for some categories. Regional Business & Jobs: ExxonMobil says it has awarded about $1.1bn in pre-investment contracts for offshore Area 4 gas development feeding the Rovuma LNG project.

Rovuma LNG Push: ExxonMobil Moçambique says it has awarded about $1.1bn in pre-investment contracts for Area 4 offshore gas in Cabo Delgado, covering long-lead equipment and early works feeding the Rovuma LNG project. Fuel Security for the Region: CPMZ will expand the Beira–Feruka fuel corridor with two new pumping stations, lifting annual capacity from 3m to 5m cubic metres by end-2027 to strengthen diesel, petrol and jet fuel supply across Southern Africa. Telecoms Overhaul: Mozambique has adopted a new decree replacing the 2017 telecom framework, introducing unified and class-based licences with faster approvals for smaller operational footprints. Cabo Delgado Security Debate: Frelimo calls for stronger measures against Islamist terrorism, stressing community vigilance and prevention alongside anti-corruption and resilient infrastructure. Frelimo on Jobs and Hunger: President Daniel Chapo urged senior officials to tackle unemployment and hunger through stronger agriculture, health, education and infrastructure, and to end corruption in access to services and jobs. Competition Watch: Eswatini’s regulator conditionally approved WINBM’s acquisition of AfriSam Eswatini, citing risks of higher market concentration but requiring safeguards.

Mozambique Politics & Governance: President Daniel Chapo urged Frelimo senior officials to tackle unemployment and hunger with concrete steps for health, education, agriculture and public infrastructure, while also pushing an end to corruption and illegal “demands” for access to services and jobs. Security in Cabo Delgado: Frelimo called for stronger, permanent community vigilance and preventive controls against Islamist terrorism in Cabo Delgado, warning that corruption is undermining social and economic progress. Terrorism Response: GCERF urged an integrated approach to violent extremism in Cabo Delgado, stressing prevention, social inclusion, economic opportunities and community resilience alongside military action. Rovuma LNG Supply Chain: Corinth Pipeworks won a $200–250m linepipe contract for Rovuma LNG Phase 1, covering about 250 km/120,000 tonnes of deepwater-ready LSAW pipe for offshore pipeline work. Regional Energy & Investment Context: Coverage also highlights Mozambique’s wider push for industrialisation and infrastructure partnerships, with attention on gas infrastructure financing and delivery capacity. Human Rights & Health: A Lagos-based account renews calls for safer, regulated abortion access after a niece died from unsafe procedures, adding pressure for specialised care.

Energy & Industry: ExxonMobil-backed Rovuma LNG Phase 1 in Mozambique is moving ahead, with ExxonMobil awarding about $1.1bn in pre-investment contracts and Corinth Pipeworks winning a $200–250m linepipe deal for the project’s offshore pipeline network. Regional Politics: SADC leaders face fresh criticism over “self-congratulatory” stagnation, while Mozambique’s role in an “inclusive national dialogue” is being questioned amid claims of governance gaps. Security & Justice: A Malawi prosecutor at Ntaja Police Post is accused of abusing office after allegedly releasing a suspect in a child sexual abuse case, raising concerns about how minors’ cases are handled. Migration Pressure: South Africa has intensified crackdowns on undocumented migrants, with authorities pushing for legal deportation processes as anti-migrant protests grow. Social Impact: A report says murders of Christians across Africa surged by 292% in Q2 2026, with Mozambique listed among key hotspots. Sports: Mozambique’s Geny Catamo remains linked to Sunderland amid comments from Sporting’s coach about the winger’s future.

Mozambique LNG push: ExxonMobil awarded $1.1bn in pre-investment contracts for Rovuma LNG Phase 1, covering long-lead equipment and early site work at Afungi in Cabo Delgado, as partners move toward a final investment decision. Regional water governance: Malawi, Mozambique and Tanzania signed the Ruvuma/Rovuma Establishment Agreement, paving the way for a basin commission that completes inclusive management of the shared river system. Jobs and investment: Tanzania’s MeTL Group announced a $250m Mozambique investment plan aimed at creating 20,000 jobs, after meetings with President Daniel Chapo. Energy and connectivity: Mozambique’s LNG training for 100 SMEs in Cabo Delgado was highlighted, alongside broader efforts to expand digital connectivity. Governance and party politics: President Chapo told Frelimo cadres that Mozambique’s “generational challenge” requires a shift toward economic independence through processing natural resources and industrialisation.

Rovuma LNG Push: ExxonMobil awarded $1.1bn in pre-investment contracts for Mozambique’s Rovuma LNG Phase 1, backing long-lead equipment and early site work in Cabo Delgado as the project moves toward final investment decisions. Water Access Benchmarking: A World Bank and Mozambique delegation visited Kirinyaga’s eWATER model in Kenya, looking to scale lessons on community participation, affordable tariffs and smart water systems for rural Mozambique. Mozambique-Tanzania Jobs Drive: MeTL Group says it will invest $250m in Mozambique and target 20,000 jobs after meetings with President Daniel Chapo, pointing to deeper industrial and business cooperation. Regional Politics at SADC: Opposition complaints about rule-of-law and court-order non-compliance were left out of the agenda at SADC’s Durban summit, with critics saying grievances were sidelined. SADC Migration Pressure: SADC leaders face renewed calls to address migration tensions as regional unity and practical trade talks remain on the agenda.

Mozambique LNG Push: ExxonMobil awarded $1.1bn in pre-investment contracts for Rovuma LNG Phase 1 in Cabo Delgado, covering long-lead equipment and early site works as the project moves toward a final investment decision. Regional Water Governance: Malawi, Mozambique and Tanzania signed the Ruvuma/Rovuma Establishment Agreement to set up a river basin commission and complete fully participatory transboundary water management. Jobs and Investment Link: Tanzania’s MeTL Group pledged $250m to Mozambique, aiming to create 20,000 jobs and expand business cooperation across manufacturing, agriculture, energy, logistics and more. SADC Migration and Integration: South Africa’s Ramaphosa urged regional action on trade and migration as SADC leaders push industrialisation and integration, with Durban summit politics under scrutiny. Gender Equality Scorecard: A Southern Africa Gender and Development Index puts the region at 58%, highlighting gains alongside rising pressure on women’s rights. Security and Faith: Reports of ISIS-linked attacks on Christian communities across several countries, including Mozambique, raise fresh alarm over militant violence.

Economic Independence Push: Mozambican President Daniel Chapo says Frelimo’s next 50 years must shift from political to economic independence, turning gold, coal, gas, rubies and graphite into jobs and prosperity through industrialisation, local processing and modernised agriculture. Tanzania–Mozambique Investment: MeTL Group (Tanzania) pledges $250m for Mozambique and aims to create 20,000 jobs, following meetings with President Chapo and pointing to manufacturing, agriculture, energy, logistics and telecoms as key areas. Local Industry & Jobs: Mozambique launched the $9.4m Topuito Industrial Park in Nampula’s Larde district, backed by the World Bank, with a 10-hectare SME Village and plans to generate 10,000 jobs. Local Content for LNG: TotalEnergies says it has trained 100 SMEs in Cabo Delgado under CapacitaMoz, strengthening skills for supply chains around major LNG projects. Governance & Oversight: Mozambique’s CDD challenges the GCCC decision to close an investigation into alleged irregularities in aircraft acquisitions at Air Mozambique/LAM, arguing the case should not be shut. Digital Economy: Mozambique approved a dedicated legal framework for online gambling, creating a separate concession regime for online games of chance and aiming to improve oversight as tax from physical casinos declines.

SADC Energy Push: The South African Business Chamber in Mozambique is urging Maputo and Pretoria to champion the Temane–Inhambane Energy Hub as a Mozambique flagship for turning gas into industry, income and jobs as South Africa chairs SADC. Industrial Park Jobs: Mozambique has broken ground on the US$9.4m Topuito Industrial Park in Nampula’s Larde district, backed by the World Bank’s Conecta Negócios, targeting 10,000 jobs and a 10-hectare SME village to plug local firms into big-company supply chains. Local LNG Supply Training: TotalEnergies says it has trained 100 SMEs in Cabo Delgado under CapacitaMoz, aiming to strengthen management and competitiveness for participation in LNG project value chains. Gambling Rules: Government approved a dedicated online gambling framework, creating a separate concession regime for digital games of chance and citing declining casino tax receipts as more players move online. Anti-Corruption Courtroom Fight: Mozambique’s CDD NGO has challenged the GCCC decision to close an investigation into alleged irregular aircraft purchases at Air Mozambique/LAM, saying the case should not be shut. Security Update (Cabo Delgado): A UN report says Islamist-linked ASWJ fighters in Cabo Delgado have grown to about 400–500, with recruitment intensified and activity concentrated in several northern districts.

Mozambique–SME Push: The Zambezi Valley Agency will disburse US$6m to fund small and medium-sized enterprises in central and northern Mozambique under the World Bank-backed “Connecta Negócios” project, after assessing 56 business plans and urging SMEs to link up with larger firms. Rovuma LNG Momentum: ExxonMobil has awarded US$1.1bn in pre-investment contracts for Mozambique’s Rovuma LNG project, moving the first phase closer to a Final Investment Decision, with analysts pointing to the need for stability and local supply-chain participation. Anti-Corruption Court Cases: Mozambique’s anti-corruption body says nine senior Air Mozambique (LAM) officials will face court over alleged mismanagement linked to past financial crisis and corruption during service acquisitions. Cabo Delgado Security: A UN report submitted to the Security Council says Islamist-linked groups in Cabo Delgado have intensified recruitment, growing to an estimated 400–500 fighters, with activity concentrated in several northern districts. India–Mozambique Diplomacy: India and Mozambique held the 3rd Foreign Office Consultations in Maputo, reviewing ties across politics, trade, defence, health, agriculture and digital public infrastructure, and agreeing the next round will be in New Delhi.

Rovuma LNG Push: ExxonMobil has awarded about $1.1bn in pre-investment contracts for Mozambique’s Rovuma liquefied natural gas project, moving the first phase closer to a Final Investment Decision as investors watch Cabo Delgado security and regional stability. Diplomatic Ties: India and Mozambique held the 3rd Foreign Office Consultations in Maputo, reviewing cooperation across politics, trade, defence, agriculture, health and digital public infrastructure, with the next round set for New Delhi. Anti-Corruption Court Cases: Mozambique’s anti-corruption body says it handled more cases in early 2026, but critics point to very low recoveries versus losses flagged in cases. Connectivity Drive: Mozambique says it has expanded internet access to 149 locations and 418 schools, distributed computers to low-income university students and set up public digital squares and innovation hubs. Regional Migration Fallout: South Africa’s President Cyril Ramaphosa apologised to Mozambique over violence against Mozambicans during anti-migrant protests, while SADC leaders push for joint action on irregular migration. Agriculture Funding: Mozambique’s agricultural plan is budgeted at $2bn over four years to boost productivity for more than two million producers in flood-affected Gaza and other priority areas.

Digital Connectivity Push: Mozambique says it has connected 149 locations and 418 schools, handed out 14,454 computers to low-income university students, and opened 10 public digital squares, with innovation hubs backing dozens of start-ups. Agriculture Funding: The government’s four-year agricultural plan is budgeted at US$2 billion, targeting more than two million producers in Gaza’s Lower Limpopo irrigation schemes with extension, improved seeds, financing, mechanisation and irrigation. Anti-Corruption in Aviation: Mozambique’s anti-corruption office says nine senior Air Mozambique officials will face court over alleged mismanagement and corruption-linked debts of over US$230 million. Political Tensions: Opposition leader Venancio Mondlane accuses Frelimo of using Defence and Security Forces to intimidate parties after police used tear gas during an Anamola march in Quelimane. Jobs and Investment: Tanzanian billionaire Mo Dewji pledges US$250 million for Mozambique and aims to create 20,000 jobs after meeting President Daniel Chapo. Regional Integration Agenda: SADC leaders back industrialisation, infrastructure, agricultural transformation and a regional tourism visa as Ramaphosa takes the chair. Rovuma LNG Signal: ExxonMobil awards about US$1.1bn in pre-investment contracts for Mozambique’s Rovuma LNG Phase 1, pointing to progress toward a final investment decision.