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Episode 90: Implications for Mozambique’s insurgency in the northern Cabo Delgado province

In today’s episode, our Sub-Saharan team discusses the insurgency in the Cabo Delgado province (something we have been watching this year ( ) and the longer-term implications of the ‘Force Majeure Total declared when it canceled its contracts with local subcontractors, withdrew all its staff, and announced at least a year of delay to the key Afungi LNG project. Our analysts provide the background of the insurgency, the response from the energy industry, and the implication for economic recovery and debt sustainability going forward.

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Speaker: Thea Fourie, Associate Director, Sub-Saharan Africa Economics, S&P Global Market Intelligence and

Eva Renon, Senior Country Risk Analyst, Research Advisory Specialty Solutions, S&P Global Market Intelligence and

Roderick Bruce, Research and Analysis Associate Director, E&P Terms and Above-Ground Risk, S&P Global Commodity Insights and

Langelihle Malimela, Senior analyst, Country Risk, Africa, S&P Global Market Intelligence

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