From molecules to metal: can Mozambique convert gas into industry?

Two liquefaction developments define Mozambique's export profile: the operating Coral South FLNG in Area 4 and the onshore Area 1 complex at Afungi. Both are structured around export markets.

The industrial counterweight already exists. Mozal converts imported alumina into primary aluminium and is the country's largest industrial exporter — but it runs on electricity, and its long-term supply arrangements are the single most consequential industrial policy variable in the country.

The connecting asset is power. Cahora Bassa is operating; Mphanda Nkuwa is not yet built. Any credible gas-to-industry thesis therefore runs through generation and transmission decisions rather than through the LNG trains themselves.