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South Sudan is facing a dilemma about how it keeps its oil and gas flowing at a time when its export route via Sudan is at risk from a conflict  that has fanned out well beyond Khartoum.

South Sudan
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A $7bn budget allocation made last year to National Oil Corporation was intended to boost crude output, but no new projects have yet been launched, prompting questions over the lack of oversight at NOC, in a state already hollowed out by smuggling, corruption and theft. It comes amid signs that Prime Minister Abdel Hamid Al-Dabaiba and rival warlord Khalifa Haftar are taking greater control over oil revenues, raising further questions for IOCs who are wondering whether to reinvest, writes John Hamilton.

Libya
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A long-awaited final investment decision (FID) for the 18m t/yr Rovuma liquefied natural gas (LNG) project could be made in 2025, operator ExxonMobil has told Bloomberg.

Mozambique
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Cameroon Oil Transportation Company’s new senior leadership team features figures from Chad and Cameroon, prompting speculation that their bilateral rift may be healing. UK-based independent Savannah Energy remains a central player, but may come under further pressure if the two governments start acting in concert, writes James Gavin.

Cameroon | Chad
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Aqua Power’s small-scale liquefied natural gas project will supply AngloGold Ashanti’s Iduapriem mine in Tarkwa, Ghana, as a major miner offtakes gas via a ‘virtual pipeline’ – a solution for providing C&I baseload with considerable potential for growth across sub-Saharan Africa.

Ghana
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Questions remain about the future of Gaz du Cameroun (GDC), after its parent company, Victoria Oil and Gas (Vog) was placed in administration on 20 February. GDC  – one of Africa’s few onshore gas producers that sells to a local clientele – is involved in a dispute with the government having announced a 20% tariff increase from 1 June,  its first price hike for gas in a decade.

Cameroon
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Sound Energy’s deal to bring Yemeni-owned Calvalley Petroleum into the Tendrara gas field could help it to deliver a project that should answer some of state utility Office National de l’Electricité et de l’Eau Potable (Onee)’s feedstock problems, following the end of Algerian supplies through the Europe-Maghreb Gasline (GME) in 2021 . African Energy takes a closer look at Morocco's gas supply options.

Morocco
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The dispute over Savannah Energy’s assets in Chad and Cameroon has intensified, amid claims that Chad orchestrated an illegitimate general meeting of shareholders in the Cotco pipeline company – drawing a rebuke from Yaoundé, writes James Gavin.

Chad | Cameroon
Issue 486 - 07 June 2023

Opec sets out H2 23 framework

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The Organisation of the Petroleum Exporting Countries and its Opec+ allies agreed an agenda for H2 2023 at the cartel’s 4 June ministerial meeting in Vienna.

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Savannah Energy subsidiary Accugas has signed a deal to take up to 20 mcf/d of gas from Amocon and resell it to customers via its pipeline network, opening up a potentially lucrative new area of business.

Nigeria
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A report into the Cabo Delgado insurgency and the future of TotalEnergies' Mozambique LNG project has concluded that the security and humanitarian situation is improving, which could lead to work restarting later this year. The Rufin report has also prompted a $200m action plan to address some root causes of the violence, writes Marc Howard.

Mozambique
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Bola Ahmed Tinubu acted decisively at his 29 May inauguration as head of state, by ordering the removal of subsidies on petroleum products. Sources close to his incoming administration had predicted such a move was likely, but the timing of any announcement had been unclear. Previous governments have promised to remove subsidies before backing away from such a decision, so Tinubu’s nerves are likely to be tested in the face of the protests that are now likely.

Nigeria
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Incoming Nigerian President Bola Tinubu inherits a challenging brief in the upstream oil and gas sector, with concerns over fiscal terms, regulation and other long-standing corporate worries likely to prove resistant to easy resolution.

Nigeria
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Among the more positive signals emerging from the Nigerian oil and gas sector is the prospect of more liquefied natural gas (LNG) projects. However, many of Nigeria's West African neighbours already having an FLNG project under construction or reactivation.

Nigeria
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The timing of the official commissioning of the 650,000 b/d Dangote Petroleum Refinery and Petrochemical Plant on 22 May said as much about local political sensitivities as it did about the facility’s undoubted importance for the Nigerian energy sector.

Nigeria