Energy and transition economics
2026-04-26
13 min read
12 sources
Tanzania LNG and the East African Gas Decade
The May 2024 Tanzania LNG Host Government Agreement restarted a decade of stalled progress at Lindi, but the USD 42 billion FID has slipped into 2026 and 2027. Mozambique is restarting in parallel, and East African gas is shifting from option value to physical supply.
East Africa is shifting from stranded gas headlines to two anchor liquefaction complexes under active development. Tanzania signed the Host Government Agreement at State House in May 2024 with Equinor, Shell, and TPDC, ending a decade of stalled negotiation under Magufuli era resource nationalism. The integrated USD 42 billion Lindi LNG p...