Rare Earth Supply Push: Pensana says it attended a US Presidential briefing on building independent rare earth supply chains; its Angola Longonjo project is ~25% complete, targeting first mixed rare earth carbonate in 2028 and planned expansion, with heavy rare earth recovery design underway. Oil & Gas Appraisal Update (Angola): Sonangol, via Block 24 operator work, reports Katambi-2 appraisal results confirming good-quality reservoirs; initial tests show stabilized gas and condensate output with no water or H₂S, supporting potential future production. Offshore Development Momentum: Westwood forecasts offshore field development capex rising to $137bn in 2026 as operators accelerate long-cycle projects, with more FIDs and larger FPS/subsea EPC awards expected in the second half. Regional Trade Facilitation (SADC): SADC’s Simplified Trade Regime is being rolled out to cut border friction for small-scale traders, including Angola as a participating member, with a focus on easing customs and origin rules. Logistics Pressure (Namibia): Namibia’s freight strategy leans on rail as the Walvis Bay–Karibib corridor starts testing higher rail use, while competition threatens coastal port volumes. Agriculture & Climate Resilience: Namibia’s Masake urges youth in Ohangwena to lead climate-smart farming and agribusiness as water security and sustainable agriculture become central to food security.