Mozambique in September 2025 primarily centers on the highly anticipated restart of TotalEnergies’ $20 billion LNG project in the Cabo Delgado province, following improved security conditions. While this significant development proceeds, other projects are also advancing.
On September 16, 2025, TotalEnergies announced it was preparing to resume its LNG project after a four-year suspension due to security concerns. Indian partner Oil India confirmed this, stating they expect development to restart by the end of the year.
Ahead of the official restart, project contractors have reportedly been asked to prepare for a resumption of work. A formal lift of the force majeure that was declared in 2021 is expected.
An improved security environment, supported by Mozambican, Rwandan, and SADC forces, has created favorable conditions. However, insurgent activity has not been completely eliminated.
The US Export-Import Bank approved a $4.7 billion loan for the project in March 2025, aiding financing.
TotalEnergies is the operator with a 26.5% stake. Partners include Mitsui (20%), Mozambique’s ENH (15%), and a consortium of Indian firms (30%).
Coral Sul FLNG production: The Coral Sul floating liquefied natural gas (FLNG) platform is the only active LNG project in the country and continues to operate successfully. As of June 2025, it had exported 128 shipments of LNG and condensate and contributed significantly to Mozambique’s tax revenue.
Coral Norte FLNG delay: A final investment decision (FID) for Eni’s planned Coral Norte FLNG project has been delayed. While Mozambican authorities approved the development plan in April 2025, Eni confirmed in May that it was still in negotiations with financial institutions. An FID is pending based on securing financing.
The onshore Rovuma LNG project, operated by ExxonMobil, has experienced further delays. An FID, previously expected in late 2025 or early 2026, is now likely to occur around mid-2026.