Volatility across West Asia has disrupted long-assumed supply stability, pushing oil prices above $115 per barrel and leaving nearly one-fifth of global liquefied natural gas (LNG) flows exposed to disruption in the Strait of Hormuz. Against this backdrop, the quiet but decisive restart of the Mozambique LNG project in January represents more than the resumption of a delayed investment. It signals...
The narrative presents Mozambique’s LNG project as a strategic solution to global energy security challenges, emphasizing geographic diversification, security innovation, and developmental benefits. The strongest version of this argument highlights Mozambique’s unique position as a stable, non-traditional LNG supplier, reducing reliance on volatile regions like the Middle East. The security model, involving Rwandan forces, is framed as a successful African-led stabilization effort, though it rai...