Ukraine Eyes Mozambique LNG as Russia Supply Remains Off-Limits
Ukraine is actively exploring opportunities to secure substantial liquefied natural gas (LNG) supplies from Mozambique, a Southern African nation. This move comes as Kyiv continues to distance itself from Russian energy sources, a strategy solidified well before the current conflict and maintained throughout.
A Shift in Energy Dependence
Ukrainian President Volodymyr Zelensky confirmed his country’s interest in Mozambican LNG following a meeting with President Daniel Chapo. Ukraine seeks not only energy supplies but also Mozambique’s experience and technologies to bolster its internal security, particularly in the face of ongoing threats.
The End of Russian Gas Imports
Kyiv ceased importing gas from Russia in 2015, a decision made years before the escalation of hostilities. Historically, Ukraine relied on domestic production, but the ongoing conflict has significantly impacted its ability to maintain those levels. Russian strikes targeting Ukraine’s gas facilities are directly responsible for the decline in local LNG production, which has been cut in half according to Ukraine’s Central Bank Governor, Andriy Pyshnyi.
Mozambique: A Rising Gas Producer
Mozambique is rapidly becoming a key gas producer in Africa, presenting a viable alternative for Ukraine. The recommencement of a major LNG project, previously stalled due to regional instability, signals Mozambique’s potential as a significant global gas exporter. The project is projected to have an annual capacity of 13 million metric tons of LNG.
Challenges to Mozambique’s LNG Expansion
Despite its potential, Mozambique’s LNG development faces hurdles. TotalEnergies recently announced a $4.5 billion cost increase for its LNG project due to a four-year suspension linked to security concerns. ExxonMobil also paused its involvement in the $30 billion Rovuma LNG project, citing similar challenges.
Security Concerns in Cabo Delgado
Persistent insecurity in Cabo Delgado province, the epicenter of an Islamist insurgency, has created uncertainty for investors. This led to the British government withdrawing a planned $1.15 billion investment in the TotalEnergies-led Mozambique LNG project in December 2025.
Who Owns Mozambique LNG?
The Mozambique LNG joint venture includes TotalEnergies (26.5%), Mitsui (20%), ENH (15%), Bharat Petroleum (10%), Oil India (10%), ONGC Videsh (10%), and PTTEP (8.5%).
Future Trends: Diversification and Security
Ukraine’s pursuit of LNG from Mozambique highlights a broader trend: the diversification of energy sources to enhance energy security. Countries reliant on single suppliers are increasingly seeking alternative partners to mitigate geopolitical risks. This trend is likely to accelerate as global energy markets become more volatile.
The success of Mozambique’s LNG projects will depend heavily on addressing the security challenges in Cabo Delgado. International cooperation and investment in security infrastructure will be crucial to attracting further investment and unlocking the country’s full potential as a gas exporter.
FAQ
Q: Why is Ukraine looking to Mozambique for gas?
A: Ukraine is seeking to diversify its energy sources away from Russia and Mozambique offers a promising alternative.
Q: What are the main obstacles to Mozambique’s LNG development?
A: Security concerns in Cabo Delgado province and increased project costs are the primary challenges.
Q: When did Ukraine stop importing gas from Russia?
A: Ukraine stopped importing gas from Russia in 2015.
Q: What is the projected annual capacity of Mozambique’s LNG project?
A: The project is projected to have an annual capacity of 13 million metric tons of LNG.
Did you know? Ukraine’s local LNG production has been halved due to Russian strikes on its gas facilities.
Pro Tip: Diversifying energy sources is a key strategy for enhancing energy security in a volatile geopolitical landscape.
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