★ ExxonMobil awards $1.1 billion in contracts for Mozambique's Rovuma LNG project : Reuters - Mozambique - CONTRACT SECURED - ExxonMobil awarded about $1.1 billion of pre-investment contracts for Rovuma LNG Phase 1 upstream equipment, including subsea systems, controls, umbilicals, valves and offshore line pipe.
Verdict: DETERIORATING — reinforced. Trajectory scorecard
A snapshot of who gained room to maneuver and who had it taken away August 7-14 2026. GAINED OPTIONALITY
Hormuz Closure "New normal"
Window: last 7 days, Aug 7 – Aug 14, 2026 | Created August 14, 2026 9:00 A.M Pacific U.S. Verdict: MODESTLY DETERIORATING — reinforced. Flow held in a depressed, contested band with no net rise; security worsened on fresh ADNOC attacks, resumed US strikes and an "indefinite" blockade;