Maritime & Trade Security: Iran-linked attacks in the Strait of Hormuz hit laden tankers on the NCAGS-approved route, forcing reroutes and raising fresh questions for Gulf energy logistics and risk planning. LNG & Energy Investment: The IGU reports global LNG trade hit a record 437m tonnes in 2025, with a new ~$4.6bn Greater Tortue Ahmeyim project adding Canada and Mauritania/Senegal as fresh LNG exporters—expanding Africa’s gas footprint beyond Nigeria and others. Equatorial Guinea Upstream Moves: Panoro Energy is pushing a farm-out process for offshore block EG-01 near Equatorial Guinea infrastructure, targeting two high-graded prospects with potential for rapid tie-backs. Regional Gas Strategy (Equatorial Guinea link): Cameroon’s SNH says it’s shifting from single-asset reliance as Hilli Episeyo winds down, spotlighting the Yoyo–Yolanda cross-border gas field shared with Equatorial Guinea and pointing to new exploration. Shipping Costs: CMA CGM announced July 2026 peak season surcharges affecting routes from the Indian subcontinent and China, including added charges for West Africa ranges. Industry Finance Watch: A TSX-listed upstream firm with offshore exposure including Equatorial Guinea is drawing attention for a high dividend yield, as investors weigh payout support against fundamentals. Agrifood Jobs: A Malabo Montpellier Panel report argues agrifood systems can drive inclusive employment and rural transformation across Africa with the right policy mix.