Energija i energenti kao strateško oruđe odvraćanja

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U Africi divljaju cene
Citat:Mozambique just raised diesel prices 46% in a single day.
At the same time, its $20 billion LNG project just restarted after four years frozen.
The same war is driving both stories

The diesel hike:
On May 7th, Mozambique one of the poorest countries in the world raised regulated diesel prices by 46% to catch up with global market levels after months of war-driven oil increases.
Also Ethiopia, Gambia and Zambia hiked pump prices by up to 26% in the past week.
Malawi, Tanzania, Ghana and others imposed double-digit increases in April.
Governments across Africa delayed the shock as long as they could with subsidies and tax suspensions.
With Brent holding near or above $100 since Hormuz closed, they've run out of road.

The LNG restart:
On January 29th, TotalEnergies and Mozambique's president announced the full restart of the Mozambique LNG project in Cabo Delgado after nearly 4 years under force majeure due to jihadist violence.
Workers and contractors are remobilising at Afungi now.
First phase capacity: 12.9 mtpa.
Longer-term plans could exceed 18 mtpa.
Right now, Mozambique is a price-taker.
It imports expensive diesel it cannot offset with LNG exports that don't exist yet.
Later this decade, it becomes a material gas exporter into the same market that is currently punishing it.
The Iran war is making those future LNG revenues more valuable and the present pain more acute simultaneously.
The broader read for TotalEnergies:
Mozambique LNG is part of a deliberate reweighting away from Middle East exposure toward Atlantic and African supply alongside US Gulf, Nigeria, and Namibia.
With Qatar under force majeure and Gulf routes disrupted, non-Middle East LNG is the strategy.
Governments under 46% diesel price hikes will face intense pressure to direct LNG export revenues toward fuel subsidies and FX stabilisation not just debt service.
The gap between exporter gains and domestic pain will define how fast Mozambique LNG can scale without triggering the backlash that shut it down once already.
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Citat:Tankers are avoiding Hormuz.
They're piling into Oman instead.Now Oman's ports are hitting their limits .
Mina al Fahal, Sohar, and Duqm are technically operational but tanker traffic has surged as flows divert away from higher-risk Gulf terminals.
The result: berth congestion, longer anchorage queues, and multi-week waiting times for some cargo types.
Salalah, Oman's key Indian Ocean transshipment hub, isn't helping.Iranian drone strikes left port facilities ablaze in March.
The port has been shut since, stranding containers and forcing carriers onto already-strained alternatives.Even the ports that are open are running slower.
Mina al Fahal now requires all tankers to have a fully operational Doppler log before berthing GPS spoofing and jamming in the area make standard navigation unreliable.Ships without one can't dock. That slows the rotation of every berth.
The constraint is now effective throughput, not nominal capacity.
Every safety check and pilot delay means fewer barrels lifted per day tightening realized supply even when the terminal is technically open.
Tanker freight and time-charter rates on Oman–India and Oman–Europe routes get another push higher with every extra day at anchor.
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