Mozambique's LNG Market Gains Momentum as Major Projects Resume

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Written by Megha Rawat for IIR News Intelligence (Sugar Land, Texas)

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Researched by IIR News Intelligence (Sugar Land, Texas)--Mozambique's liquefied natural gas (LNG) sector is moving into a new phase of recovery as major delayed projects resume, with TotalEnergies' Mozambique LNG and ExxonMobil's Rovuma LNG at the forefront. For years, Mozambique's gas story was defined more by promise than delivery. Vast offshore reserves in the Rovuma Basin attracted global attention, but security challenges, force majeure declarations and project delays kept development from advancing at full speed. That is now beginning to change as operators, governments and contractors re-engage on the ground.

According to Industrial Info Resources data, there are 45 active capital LNG projects in Africa with a total investment value of US$87.38 billion.

The momentum returned after TotalEnergies resumed full project activities on the 13-metric-ton-per-annum (MTPA) Mozambique LNG development following the lifting of force majeure, with first LNG expected in 2030. ExxonMobil is maintaining its plan to pursue a final investment decision on the 18 MTPA Rovuma LNG project during 2026.

The revival is significant because it is shifting Mozambique from a stalled opportunity back toward a major export hub in the global LNG supply chain.

Main Projects to Watch

• Mozambique LNG (TotalEnergies): total investment value (TIV) around US$15 billion, targeting about 13 MTPA and first LNG around 2030.
• Rovuma LNG (ExxonMobil): TIV around US$20 billion, with capacity of 18 MTPA expected after 2030 and FID anticipated in 2026.
• Coral Norte FLNG (Eni): a new offshore phase building on Coral Sul's operating success, adding further depth to Mozambique's LNG portfolio.

The Industrial Info Resources Global Market Intelligence (GMI) Oil & Gas Production Project Database offers key details on the Mozambique LNG, Rovuma LNG and Coral Norte FLNG projects.

Why it Matters for Markets

The wider market impact is substantial. Global LNG buyers are still focused on supply diversification, and Mozambique offers a new source of volumes from outside the traditional Atlantic and Middle East supply centers, which have been tight, competitive and increasingly sensitive to geopolitical shocks.

New LNG supply from East Africa could ease tightness in the second half of the decade and can improve supply diversity, pricing dynamics, reduce reliance on a narrow set of exporters and give buyers in Asia and Europe more flexibility in long-term contracting. It will matter for utilities, traders and industrial buyers seeking long-term security in an era of geopolitical uncertainty.

For engineering, procurement and construction (EPC) and supply-chain players, the restart is equally meaningful. These projects require major packages in engineering, procurement, fabrication, marine logistics, commissioning and support infrastructure. As a result, the momentum in Mozambique is likely to generate opportunities not only locally but across international contractor networks serving LNG developments.

Execution Risks

Security in Cabo Delgado remains the most important execution risk, since earlier suspensions were tied to militant attacks and force majeure. There are also commercial and policy risks, including cost disputes, local content requirements and possible domestic gas allocation rules under discussion in Mozambique. For project execution, these factors could still affect schedule certainty even as momentum improves.

Conclusion

The next few years will determine whether today's momentum translates into lasting production growth. If TotalEnergies and ExxonMobil maintain their current trajectories, Mozambique could move from delayed potential to actual supply growth by the end of the decade. That would mark a major shift in the country's energy profile and in the global LNG landscape.

For now, the direction is clearly positive. Mozambique is back on the LNG map, and the market is beginning to price in a future where East African gas plays an important role in global supply.

About Industrial Info Resources
Industrial Info Resources (IIR) is the leading provider of industrial market intelligence. Since 1983, IIR has provided comprehensive research, news and analysis on the industrial process, manufacturing and energy related industries. IIR's Global Market Intelligence (GMI) helps companies identify and pursue trends across multiple markets with access to real, qualified and validated plant and project opportunities. Across the world, Industrial Info Resources is tracking over 250,000 current and future projects worth $30.2 Trillion (USD).