Energy & Trade Security: A fragile Iran–US peace deal has reopened the Strait of Hormuz to sea traffic, easing pressure on global oil flows; India’s experience is being cited as a case study in avoiding consumer rationing through faster diplomacy and supply diversification. LNG & Infrastructure: Lloyds Energy says it’s assessing LNG, floating storage and regasification (FSRU) and downstream gas projects across high-growth markets, pointing to how many African LNG import plans still haven’t reached operations. Equatorial Guinea Energy Deals: Europa Oil & Gas extended the longstop for its EG-08 farm-out to July 31, 2026 while awaiting final Chinese regulatory approval; the deal keeps Antler as operator and sets up drilling for early 2027. Regional Investment & Finance: VAALCO Energy announced non-deal roadshow meetings in New York and released an updated investor presentation, highlighting its production and exploration footprint across Gabon, Egypt, Côte d’Ivoire and Equatorial Guinea. AfCFTA Implementation: AfCFTA and Gabon signed an implementation partnership aimed at turning Nkok Special Economic Zone output into real intra-African trade, focusing on rules of origin, finance and logistics. Governance & Accountability: Equatorial Guinea’s cabinet resignation over low target fulfilment is being discussed alongside broader calls for measurable performance in public appointments.