Investigating opportunity in Mozambique.

Existing Kori perspective. Sector descriptions are starting points for diligence, not current investment recommendations or verified market forecasts.

Where capital can find opportunity in Mozambique — and what to understand before committing it.

Our independent read on where Mozambique's structure creates openings for investors and operators. Each area below is a real opportunity. None of them is an investment case on its own.

Opportunity ≠ investable. Identifying an attractive sector tells you where to look. Whether the economics, regulation and operating conditions support your capital is a separate question — and the one that decides the outcome.

Agriculture & agro-processing

A large arable-land base and a young workforce — but much output leaves the farm gate, or the country, with little processing. The opening is in the value chain, not primary production alone.

Irrigation-backed production and out-grower schemes, cold storage and logistics, milling and oilseed crushing, horticulture, fruit and nuts, packaging and export.

Land access (DUAT) and water rights · logistics and cold chain to market · import competition on finished goods · input supply, financing and processing economics at your scale.

Energy & power

Large hydropower and gas resources sit alongside industry that is constrained by power access — and a national drive to electrify and to trade power across the region.

Generation (hydro, gas-to-power, solar), transmission and distribution build-out, gas-to-industry, mini-grids and distributed energy, and services to new infrastructure.

Concession and licensing terms · offtake / PPA and tariff regulation · grid access and evacuation · capital scale · FX access and repatriation on long-dated returns.

Oil, gas & the LNG value chain

World-scale gas in the Rovuma Basin anchors an LNG industry and a long chain of supporting services and downstream products — most of which are not the gas project itself.

Logistics and marine services, engineering and fabrication, inspection and laboratory services; downstream — fertilisers, gas-to-liquids, petrochemicals, and CNG / LPG distribution.

Security and phasing of the anchor projects · local-content rules · qualification and HSE standards · counterparty and contract-timing risk · your addressable slice versus the headline project size.

Mining & mineral value chains

Significant graphite, ruby, heavy-sand and coal deposits — with value that often leaves the country as raw material rather than processed product.

Beneficiation and processing, logistics to port and corridor, power and water supply to mines, and the supplier ecosystems around established operators.

Licensing and concession status · environmental and community requirements · corridor and port capacity for your volumes · capital intensity · commodity-price and offtake exposure.

Transport, logistics & the corridors

Three port-and-rail corridors — Maputo, Beira, Nacala — connect landlocked neighbours to the sea. Freight, storage and corridor services all have room to develop.

Warehousing and cold storage, freight forwarding and customs, corridor and port services, dry ports, coastal shipping, and last-mile distribution.

Infrastructure condition and capacity · cross-border and customs regulation · corridor competition · capex intensity · demand concentrated in a few large shippers.

Tourism & hospitality

A long coastline, islands and conservation areas with limited quality supply — and integrated-resort incentives intended to attract it.

Coastal resorts and lodges, eco-tourism, marinas and supporting retail, and the services that supply them.

Land access (DUAT) and zoning · air and road access and seasonality · security perception and its effect on demand · licensing and classification · capex and the skills base.

Manufacturing & import substitution

A large share of what is consumed is imported. Industrial parks and an industrialisation push aim to replace imports and add value to domestic raw materials.

Building materials, packaging, food and beverage, agro-industry, and light assembly located close to the corridors and consumption.

Import-duty structure on inputs versus finished goods · power reliability and cost · input supply and FX for imports · scale to compete with imports · whether incentives are genuinely accessible.

Fisheries & aquaculture

A long coastline and inland waters, with much value exported raw or captured informally. Aquaculture and processing are where margin can be retained.

Aquaculture (tilapia inland; shrimp, crab and bivalves at sea), feed and fingerling production, cold chain and processing, and export.

Licensing and quotas · sustainability and export certification · cold-chain gaps · capex and financing · disease and environmental risk.

The pattern repeats across every sector: the opportunity is visible at headline level, but the investment case only holds once ground conditions are priced in. That is the work.

Seven questions between a promising market and a committed one.

Is the market attractive enough to justify the work?

Who buys, how much, from whom, and at what price?

Licences, approvals, ownership rules, taxes and sector regulation.

Suppliers, people, infrastructure and partnerships required.

Capex, opex, working capital, margin and realistic returns.

What could materially impair the investment case?

Build, acquire, partner, distribute, or form a JV?