AGP Executive Report

Mozambique–Digital Push: The ITU chief praised Mozambique’s digital transformation, citing plans to connect every school via the Giga programme, expand VaMoz Digital for public services, and build skills for an emerging national AI strategy. Mozambique–Xenophobia Response: Mozambique’s foreign affairs minister said diplomatic efforts with South Africa are underway to strengthen protection for Mozambicans amid xenophobic attacks, including support for the return of victims and reintegration of affected families. South Africa Migration Crisis (Regional impact): South Africa says 30 June will be a normal working day, warning that transport blockades and intimidation will face consequences, while thousands of Malawians queue for repatriation and the government relocates processing from KwaZulu-Natal to Limpopo. SADC Anti-Corruption Reforms: SADC member states adopted reforms to boost anti-corruption agencies, including stronger operational and financial independence and faster moves to electronic procurement to cut discretion and corruption. Cabo Delgado Investment Conditions: Cabo Delgado’s governor urged investors to follow Defense and Security Force security protocols to keep development projects on track in the fight against Islamist terrorism. Agribusiness Crime: Malawi police arrested two men over 670 bags of suspected counterfeit fertiliser, with samples set for laboratory testing.

Mozambique LNG Deal: Eni’s Rovuma Venture has moved Coral Norte forward, awarding a $5bn EPCIC contract for a second FLNG unit to a Technip Energies-led consortium (with JGC France and Samsung Heavy Industries), targeting first LNG in 2028 and about 3.6 mtpa capacity. Regional Integration Push: SADC is urging faster implementation of liberalised skies and AI-enabled, climate-resilient transport and ICT infrastructure to deepen connectivity and trade. El Niño Food Risk: Southern Africa, including Mozambique, is flagged as a hotspot for drought risk as El Niño conditions become more likely, threatening crops, water and food prices in 2026-27. South Africa Xenophobia Fallout: As June 30 approaches, South Africa tightens security and accelerates repatriations, with over 13,000 foreign nationals processed in recent days; Mozambique nationals are among those affected amid ongoing violence fears. Cross-Border Road Safety: South Africa’s Deputy Transport Minister Mkhuleko Hlengwa is visiting Pongola to assess cross-border operations at Golela and promote safer movement of people and hazardous goods.

Independence Day Diplomacy: Mozambique marked its 51st anniversary with messages of support from leaders including Angola’s João Lourenço and Sahrawi President Brahim Ghali, while President Daniel Chapo urged a “second independence” focused on economic independence, production and productivity. Cabo Delgado Security: Mozambique’s National Defense and Security Council says Cabo Delgado’s terrorism fight needs stronger logistics and tougher action against drug trafficking networks, warning drugs are harming youth and national prospects. Digital Payments Boost: Visa signed a five-year deal with FMBcapital Holdings to scale digital payments across Botswana, Malawi, Mozambique, Zambia and Zimbabwe, pushing financial inclusion. FLNG Offshore Progress: MODEC will supply a SOFEC internal turret mooring system for Eni’s Coral Norte FLNG offshore Mozambique, adding 3.6 mtpa LNG capacity with first LNG targeted for 2028. Regional Shockwatch (South Africa): As South Africa braces for 30 June anti-immigration marches, authorities tightened security and warned of unrest; migrants in Cape Town plan to down tools amid fears of xenophobic violence. Aviation Training Reset: Mozambique decided to reintroduce pilot and cabin crew training via a new National Academy of Aeronautical Sciences, aiming to cut reliance on training abroad.

Mozambique Diplomacy: Maputo received the Sahrawi Foreign Affairs envoy, with President Daniel Chapo reaffirming Mozambique’s support for Sahrawi self-determination and independence, as the Polisario Front delegation briefed on diplomatic and field developments. South Africa Xenophobia Spillover: Mozambique is stepping up reintegration support for citizens returning from South Africa after xenophobic violence, with 738 returnees recorded so far and seven Mozambicans killed in Mossel Bay repatriated for burial; authorities say help is needed for identity documents, transport of belongings, and rebuilding livelihoods. Regional Security Tensions: As South Africa nears the 30 June anti-migrant deadline, police say they’ve identified potential “hotspots” and are preparing for possible unrest, while civil society and church leaders urge calm and warn against violence and misinformation. Mozambique Economy & Energy: Offshore Mozambique’s Coral Norte FLNG project is moving ahead, with MODEC set to supply a SOFEC internal turret mooring system for Eni and partners; first LNG is targeted for 2028. Finance Watch: Kenya’s shift to convert some Chinese loans from dollars to yuan is drawing interest from other countries including Mozambique, as borrowers look for lower debt-service costs. Culture & Media: Spotify data shows football podcast listening rising across sub-Saharan Africa, with Mozambique showing a slight increase.

Debt Watch: Kenya’s reported shift of Chinese loan repayments from dollars to yuan—cutting debt-service costs by about $215m a year—has sparked interest from Mozambique and other countries, as AidData says more borrowers may seek similar terms. Mozambique Returns: Mozambique says it has repatriated seven citizens killed in xenophobic attacks in South Africa and brought back 738 returnees so far, with government promising faster help on documents, belongings and livelihoods. Digital Push: Mozambique has launched a 5G rollout roadmap to reach all provincial capitals by 2027 and all districts by 2030, tying connectivity to state modernization. Business & Industry: CTA warns Mozambique it risks losing growth if it keeps exporting raw materials, urging deeper local processing and industrial value chains. Energy Projects: MODEC won a contract to supply a mooring system for Eni’s Coral Norte FLNG off Mozambique, targeting first LNG production in 2028.

Regional Peace & Security: SADC reaffirmed its push for peace and stability after an extraordinary summit on Madagascar and the DRC, backing dialogue and reconciliation efforts and noting the Panel of Elders’ missions. Xenophobia Fallout in South Africa: Police are investigating the killing of a 29-year-old Malawian during anti-immigrant protests in Pietermaritzburg, as hundreds of Malawians wait for repatriation and tensions rise ahead of June 30. Mozambique Connectivity Drive: President Daniel Chapo says Mozambique will connect provincial capitals, special economic zones and dense areas to 5G by 2027, with rural base-station expansion and wider digital transformation plans. Debt & Currency Strategy: A report says countries including Mozambique are considering converting Chinese loans from dollars to the Chinese yuan, following Kenya’s yuan-debt restructuring. Food Supply Assurance: Zimbabwe’s government pledged timely payments to keep grain moving through the Grain Marketing Board, aiming to protect transporters and farmers during the marketing season. Blue Economy Support: The ReSea project handed over productive equipment to coastal communities to boost seaweed, sea cucumber, crab fattening and sardine processing. Sports Culture: Spotify data shows football podcast listening surging across sub-Saharan Africa, with Mozambique among the fastest-growing markets.

Mozambique 5G Push: President Daniel Chapo says Mozambique will connect provincial capitals, special economic zones and dense areas to 5G by 2027, with about $50m funding 60 base stations and links to 300+ settlements, reaching 4.4m people. Cabo Delgado Security: In northern Mozambique, residents of Mocímboa da Praia accuse defence forces of assaults and arbitrary detentions after a curfew was reintroduced without clear communication. Counter-IS Tactics: A new ACLED report says Islamic State Mozambique is increasingly using improvised explosive devices, especially around roads near the Catupa forest, to slow government and allied forces. Northern Development Plan: ADIN will lead a World Bank-funded Moz Community project worth $250m to cut regional disparities in Cabo Delgado, Niassa and Nampula through jobs, community empowerment and resilient infrastructure. Digital/Investment Interest: An American firm, IFP, tells President Chapo it wants to invest in Mozambique across tourism, energy, health and technology, after a prospecting mission. Regional Xenophobia Fallout (South Africa): South African police investigate the killing of a Malawian national in Pietermaritzburg as Malawians wait for repatriation amid anti-migrant unrest.

Critical Minerals Push: Altona Rare Earths rebranded as NeoTerra Group Plc, widening its focus beyond rare earths to critical minerals like gallium, fluorspar and copper, with Mozambique’s Monte Muambe project at the centre of the plan. Digital Mozambique: President Daniel Chapo says Mozambique will connect all provincial capitals, SEZs and dense areas to 5G by 2027, using spectrum allocation, aiming to boost investment, public services and resilience. Local Justice in Lilongwe: Mozambican watchman Brema Nkhoma was arrested in Malawi’s Lilongwe for allegedly stealing laptops, phones and jewellery worth K7.5 million from his employer; police tracked him via a stolen phone and recovered the items. Regional Security Cooperation: Zimbabwe’s Defence Minister Oppah Muchinguri-Kashiri urged Mozambique and Zimbabwe to strengthen intelligence sharing to fight drug trafficking and other cross-border crimes. Energy/Trade Context: Reports say Rovuma LNG project sponsors are expected to mandate banks later this year, as Mozambique’s gas plans continue to draw regional and international attention.

5G Rollout: Mozambique President Daniel Chapo says the country will connect all provincial capitals, special economic zones and dense areas to 5G by 2027, with broader broadband access targeted for all districts by 2030, framing digital upgrades as a way to attract investment and improve public services. Health Watch: Nampula has recorded 155 measles cases between January and May, with one death and about two cases per day on average, blamed partly on low vaccination follow-through; authorities are pushing stronger immunisation programmes. Trade & Industry: South Africa’s trade body ITAC has moved to impose provisional anti-dumping duties on certain large-diameter welded steel pipes imported from Mozambique, citing dumped prices and injury/threat to SACU producers. Finance & Power Projects: Mozambique and the Islamic Development Bank agreed to a three-year Partnership Plan to define priority financing projects, including power transmission lines and school construction. Banking Regulation: Bank of Mozambique governor Rogério Zandamela urged clear AI rules for the financial sector, warning about risks like data misuse and harmful automated decisions. Regional Context: Mozambique is also linked to the wider LNG push, with Rovuma LNG financing progress reported and South Africa’s LNG terminal plans advancing.

Maize & Soya Prices: Zimbabwe’s grain and oilseed market remains tight as demand outpaces stocks, keeping maize near US$348.60/MT and soya around US$551/MT, while wheat looks more pressured by oversupply. Mozambique–Zimbabwe Diplomacy: Zimbabwe mourns Ambassador Victor Matemadanda, its envoy to Mozambique and Eswatini, who died at 66 after hospitalisation; officials say details are limited, while suspected poisoning claims are circulating. South Africa Migration Fallout (Regional impact): South Africa is stepping up police ahead of a June 30 anti-foreigner deadline, as xenophobic violence fears drive mass repatriations; Mozambique is among countries reporting citizens being sent home. Cape Agulhas Evacuation: Over 1,200 foreign nationals, including Mozambicans, were evacuated from Cape Agulhas after intimidation and threats, with buses completing voluntary returns. Energy & Trade Signals: South Africa’s LNG import terminal plans at Richards Bay move forward amid concerns about future gas supply, with Mozambique-linked fields expected to decline. Transport (Mozambique-relevant region): Zimbabwe also pushes railway greenfield projects and NRZ recapitalisation to ease logistics bottlenecks.

Mozambique Mining Policy: Mozambique’s new mining law requiring the state to hold a 15% stake in all mining ventures is already worrying investors, with the Chamber of Mines warning it could make the country less attractive—especially alongside rules that restrict exports of unprocessed minerals unless ministers approve plans for local processing. Regional Trade & Logistics: Unifreight says Mozambique’s operations boosted its regional growth, with stronger group revenue in 2025 as expansion beyond its home market paid off. Health & Education Support: Merck Foundation announced it has provided 2,600+ scholarships for healthcare providers across 52 countries in 44 specialties, with the Africa Asia Luminary 2026 event bringing together first ladies and health experts. Orthodoxy in Mozambique: Dozens of residents in Niassa were baptized into the Russian Orthodox Church, with follow-up services including first Holy Communion. Zimbabwe-Mozambique Link: Zimbabwe’s ambassador to Mozambique and Eswatini, Victor Matemadanda, has died at 66; officials gave no clear cause, prompting renewed debate over his political legacy. South Africa Xenophobia Spillover: Anti-foreigner protests and a looming June 30 push have driven thousands of migrants to flee and camp in Durban, raising fears of renewed violence.

Xenophobia & Migration Crisis: Thousands of Malawians are sheltering in Durban’s Sherwood Hall as South Africa’s June 30 anti-foreigner ultimatum nears, with reports of armed men forcing migrants out and fears of a repeat of past violence. Diplomacy & Loss: Zimbabwe’s Ambassador to Mozambique and Eswatini, Victor Matemadanda, has died, with officials citing his long public service and liberation-war background. Energy Shift: India’s ONGC says natural gas output has overtaken crude, repositioning the firm as “gas and oil” with growth expected from expanding gas fields. Regional Transport: Zimbabwe’s Mutapa Investment Fund and NRZ rail recapitalisation push is set to move freight from roads to rail, with major funding for tracks and ICT upgrades. Mozambique Conservation: Mozambique’s Zinave National Park received nine female white rhinos from South Africa, bringing its white rhino total to 39. Climate Watch: A WMO report warns extreme weather in Africa killed over 3,000 people in 2025 and affected 13 million, with floods and droughts driving the damage.

Mozambique Conservation: Mozambique’s ANAC says Zinave National Park in Inhambane has received nine female white rhinos translocated from South Africa’s Manketti Game Reserve, bringing the park’s white rhino total to 39 and adding to 22 black rhinos—part of a wider wildlife restoration push with South African partners. Cabo Delgado Rights: A new RFI report highlights ongoing gender-based violence linked to the Cabo Delgado conflict, including testimony from victims and references to an UNFPA study on abuses that was not publicly released. Regional Migration Pressure: South Africa’s anti-foreigner crackdown continues to ripple across the region, with hundreds of undocumented Malawians reportedly processed for deportation at Beitbridge, while social media fuels further tensions ahead of June 30. Climate Risk for Africa: A WMO report warns that extreme weather killed over 3,000 people and affected 13 million across Africa in 2025, with floods and drought hitting multiple countries. Energy & Trade Watch: Mozambique’s wider region remains tied to big energy shifts, including LNG supply plans affecting South Africa as Mozambique’s gas exports face decline.

Mozambique LNG Watch: Procurement and restart signals suggest Cabo Delgado’s LNG push is picking up again, with activity around TotalEnergies’ Afungi work and Mozambique Rovuma Venture also moving, even as insurgent movement continues in Quissanga. Cabo Delgado Rights Under Pressure: A UNFPA-linked account highlights rising gender-based violence tied to the war in Cabo Delgado, with victims describing abductions and sexual violence patterns since 2017. Regional Security Spillovers: A cross-border operation involving Zimbabwe, South Africa and Mozambique led to the arrest of a suspect in the Kruger National Park tourists’ murder case, with extradition pending. Anti-migrant Tensions in South Africa: Social media and vigilante-linked groups are stoking fear ahead of South Africa’s June 30 anti-foreigner deadline, with thousands of Mozambicans and other nationals heading for borders and camps swelling in Durban. Justice and Accountability: South Africa’s police cleared five senior officers, including KZN Hawks boss Lesetja Senona, in the Esmael Nangy kidnapping/torture allegations involving a Mozambican national. Energy Diplomacy: ExxonMobil signed an LNG supply deal for South Africa’s first import terminal at Richards Bay, aimed at reducing reliance on declining Mozambique gas.

LNG Deal for Energy Security: ExxonMobil signed an agreement to supply liquefied natural gas to South Africa’s new Zululand Energy Terminal at Richards Bay, aiming to ease a looming “gas cliff” as Mozambique’s Pande-Temane supply declines. Mining Law Sparks Investor Worry: Mozambique’s new mining rules requiring a 15% state stake in all ventures and tighter limits on exporting unprocessed minerals could deter foreign investors, though the Chamber of Mines says local value-add is still the right direction if logistics and utilities improve. Cabo Delgado Conflict and Child Rights: A UN report says nearly 25,000 children were harmed by record conflict violations last year, with government forces among the main perpetrators. Mozambique Opposition Under Pressure: In Nampula, supporters of Anamola leader Venancio Mondlane say police fired live rounds and tear gas during a reception, injuring at least four people. Regional Xenophobia Spillover: South Africa’s anti-foreigner tensions are driving mass departures and online hate, with analysts warning that inflammatory posts are fueling a volatile situation—Mozambicans are among those affected.

Press Freedom Under Pressure in Cabo Delgado: The Committee to Protect Journalists says Mozambican authorities served investigative journalist Estacio Valoi with a court order and seized phones and computers, warning of a “coordinated offensive” linked to his reporting on timber smuggling and environmental crimes. Mining Policy Watch: Mozambique’s new mine ownership rules requiring a 15% state stake and limits on exporting unprocessed minerals could deter foreign investment, the Chamber of Mines warns, even as it supports more local value-add. El Niño Preparedness: FAO and WFP launched a joint anticipatory appeal for US$202 million to protect about 8.8 million people across 22 high-risk countries, including Mozambique, from drought, floods and storms. Cabo Delgado Environment & Conflict Claims: A new report alleges sexual exploitation tied to the TotalEnergies-led LNG project and sexual violence by Mozambique’s military, adding to scrutiny of security and corporate conduct in the north. Regional Migration Tensions: Mozambique’s ANC allies in South Africa condemned xenophobia and reiterated liberation-era solidarity, as several countries including Mozambique repatriate citizens amid anti-migrant violence.