Mozambique’s LNG export timeline is reactivated: Restarting construction reopens a path to bring large-scale LNG volumes to market, affecting expectations for future supply from East Africa.

Security conditions remain a binding operating constraint: The project’s prior suspension over violence underscores that continued stability in Cabo Delgado is central to construction continuity and contractor mobilization.

Human-rights allegations add legal and reputational exposure: Accusations that the company supported security forces implicated in abuses create potential for investigations or litigation that could complicate stakeholder and financing dynamics.