africa investment exchange aix: gas · partners meetings produced by. panellists 2 ... ro vu m ab...
TRANSCRIPT
africa-investment-exchange.com
The 6th annual AIX: Gas meeting brings together thediverse perspectives of government, regulators,upstream operators, investors, power developers andother stakeholders to examine the continent’s gasmarket – from upstream exploration anddevelopment, infrastructure and storage, to powergeneration, trading and financing.
AIX: Gas is held during the AIX London AutumnMeetings, co-organised by Cross-border Information(CbI), and CbI’s African Energy, a consultancy that hasbeen involved at the heart of the debate surroundingthe development of the energy sector in Africa formore than 20 years. AIX: Gas is held under the ChathamHouse Rule and structured round panel led discussionsto facilitate open discussion.
Africa Investment Exchange
AIX: Gas Developing partnerships along the gas value chain
10-11 September 2020, RSA House, London
AIX
Sponsored by
Partners
Meetings
Produced by
Panellists
2
Latest panellists are listed at: https://africa-investment-exchange.com/events/aix-gas-2020
Dafe Akpeneye
Commissioner
Nigerian ElectricityRegulatoryCommission
Oscar Amonoo-Neizer
Executive Secretary
Energy Commission,Ghana
Dikko Atanu
Chief Executive Officer
Neoleum Energy
Andrew Knott
Chief Executive Officer
Savannah Petroleum
Olusola Lawson
Regional Director, WestAfrica
African InfrastructureInvestment Managers
Olivier Mussat
Chief InvestmentOfficer, Global Energy
International FinanceCorporation (IFC)
Kishan Pillay
Director of Oil & Gas
Department of Tradeand Industry, SouthAfrica
John Smelcer
Business DevelopmentDirector
Globeleq
Roger Brown
Chief Financial Officer
Seplat Petroleum
Victor Tivane
Director of LocalContent
Empresa Nacional deHidrocarbonetos
Tarik Hamane
Executive Director
Moroccan Agency forSustainable Energy(MASEN)
Maggy Shino
PetroleumCommissioner
Ministry of Mines &Energy, Namibia
AIX: Gas
3
Francois Vuylsteke
Senior BusinessDevelopment Manager
Wärtsilä Development& Financial Services
Chiedu Ugbo
Chief Executive Officer
Niger Delta PowerHolding Company
Erik Wandrag
Director
Sanlam InfraWorks
Oliver Quinn
Vice President –Commercial
Kosmos Energy
Hanaan Marwah
Head of Investmentand BusinessDevelopment
Circle Gas
Chris Levell
Managing Consultant
Gas Strategies
Alessandro Nanotti
Political Analyst
Paul Eardley-Taylor
Oil & Gas, SouthernAfrica
Standard Bank
Tonbofa Ashimi
Founder
Tonbofa Law Practice
Ezekiel Adesina
Executive Secretary
Africa Energy StudyGroup
Steve Brann
Senior InvestmentManager
Vitol
Latest panellists are listed at: https://africa-investment-exchange.com/events/aix-gas-2020
Oti Ikomi
Chief Executive Officer
Proton Energy
Gas commerce
NORTH AFRICA: GAS BOOM
TRANS-SAHARA: NEW PLANS
WEST AFRICA: GAS TRANSFORMATION
SOUTHERN AFRICA: STRANDED GAS
EAST AFRICA:ASIAN MARKETS
10 September - morning
5
Carbon in transition
The pace of renewables integration into Africa’s electricity supply industry and global climate changeconcerns were driving a reevaluation in the continent's long-term energy mix prior to Covid-19. However,there is a real need in Africa for gas to play a continued significant role as the ‘transition fuel’ and to supplypower plants, industrial and other users over the coming decade (and beyond). The opening session will thusset out the case for gas in AIX’s distinctively analytical but straight speaking manner.
Chair: Jon Marks, Chairman, Cross-borderInformation
Part 1: African gas trends
Starting with results from the African Energy Surveyasking what the current Covid-19 disruption meansfor businesses along Africa's gas value chain, thelong-term challenge facing the industry posed byglobal carbon transition and the future shape ofglobal industries (including LNG export prospects,FLNG, gas-to-power schemes etc). This will open adebate on how changing trends in policy-makingand investment are impacting on gas producers.
Part 2: African gas policy
Government and regulator’s perspectives onindustrialisation programmes, gas masterplans and
09h00 to 10h45
local content strategies. What do administrationswant from gas schemes? In the carbon transitionare they at risk of finding themselves with strandedassets?
Maggy Shino, Petroleum Commissioner, Ministry ofMines & Energy, Namibia
Kishan Pillay, Director of Oil & Gas, Department ofTrade & Industry, South Africa
Victor Tivane, Director of Local Content, EmpresaNacional de Hidrocarbonetos
Glada Lahn, Senior Research Fellow, ChathamHouse
Chris Levell, Managing Consultant, Gas Strategies
10h45 Coffee
10 September, 08h30 to 09h00 Registration & coffee
11h30 to 12h45
Strategies along the gas value chain
Upstream operators, investors and powerdevelopers discuss challenges and opportunitiesalong the gas value chain. What are the prospectsfor wider upstream exploration and development.
• Limits to financing: how financing thermal projects is becoming more difficult due to Covid-19. Views from banks and DFIs.
• Stranded assets: are upstream fields going to become uneconomic; is gas and other thermal infrastructure going to become a liability?
• Local content: driver of job creation or hindrancefor developers?
• Smaller deposits and associated gas — challenges of commercialising assets for producers and investors.
• Domestic supply obligations: do they signal the way ahead?
• Impact of energy transition: what should be factored in when developing future strategy andprojects.
Roger Brown, Chief Financial Officer, SeplatPetroleum
Andrew Knott, Chief Executive Officer, SavannahPetroleum
Olusola Lawson, Investment Director: Head ofWest Africa, AIIM
10 September – afternoon
6
Transitional projects – pointing the way ahead
LNG and pipelines: what does the currentdisruption mean for projects. Which pre FIDprojects will continue, be deferred, cancelled orrestructured?
FSRUs and other import schemes: Analysis of anumber of key projects that were setting trendsand give pointers to further market developments.
Liquid fuel applications: still room to fit LPG andHFO in the new energy landscape?
Paul Eardley-Taylor, Oil & Gas, Southern Africa,Standard Bank
Tarik Hamane, Executive Director, MoroccanAgency for Sustainable Energy (MASEN)
Gregor Binkert, Board Member, BeluluaneIndustrial Park, Mozambique
François Vuylsteke, Senior Business DevelopmentManager, Wärtsilä Development & FinancialServices
13h45 to 15h15
Gas-to-power investment strategies
Focus on different elements of the GTP valuechain: IPPs and embedded GTP. Potentialsynergies for upstream operators, powerdevelopers and finance.
Can power developers be expected to co-investin floating regasification and other non-traditionalsupply solutions. Are current corporate structures(‘upstream operator’, ‘power developer’ etc)appropriate for the coming market? What roles doliquid fuels have to play?
Oscar Amonoo-Neizer, Executive Secretary,Energy Commission, Ghana
Dafe Akpeneye, Commissioner, NigerianElectricity Regulatory Commission
Chiedu Ugbo, Chief Executive Officer, Niger DeltaPower Holding Company
Oti Ikomi, Chief Executive Officer, Proton Energy
John Smelcer, Business Development Director,Globeleq
15h45 to 17h15
17h15 Evening reception15h15 Coffee
12h45 Lunch at RSA House
Africa Investment Exchange: Grid & Storage
11 September 2020, RSA House, London
The AIX: Grid & Storage sessions at the Africa Investment Exchange London Autumnmeetings will examine key issues facing Africa’s power network and issues around storageas they impact on African electricity supply and other industries.
See event website or contact Lauren Andrews for details. T: +44 (0)1424 721667 | E: [email protected]
AIX
11 September - morning
7
West and Central Africa
• Countries in focus will include Nigeria, the Mauritania/Senegal play, Equatorial Guinea as a ‘gas hub’ and Ghana’s grid realignments.
• We will ask are gas pipelines really the answer toregional supply shortfalls?
• We will also ask how WAPP and other regional initiatives are changing regional strategic thinkingabout electricity supply?
Coastal trading
Asking whether new models of FSRU and LNGregas facilities can supply a new generation of GTPbusinesses long the West African coast and inother regions.
Ezekiel Adesina, Executive Secretary, Africa
Energy Study Group
Olusola Lawson, Regional Director, West Africa,
African Infrastructure Investment Managers
Steve Brann, Senior Investment Manager, Vitol
Tonbofa Ashimi, Founder, Tonbofa Law Practice
09h00 to 10h30
Investment decisions in East and Southern Africa
Rovuma Basin schemes have reached finalinvestment decisions and financial close, and SouthAfrica looking to implement some of its ambitiousGTP schemes, the focus on this region should beintense this year.
Steve Husbands, Head of Commercial, Oil & GasAdvisory, SLR
Paul Eardley-Taylor, Oil & Gas, Southern Africa,Standard Bank
Alessandro Nanotti, Political Analyst
Tore Horvei, Director, Thunder Energy
11h00 to 12h30
12h45 Lunch10h30 Coffee
Africa Investment Exchange: Nairobi
30 September-1 October 2020, Fairmont The Norfolk Hotel
Established in 2018, Africa Investment Exchange (AIX) Nairobi brings together diverseperspectives from Africa’s electricity supply industry to examine the state of market.
See event website or contact Lauren Andrews for details. T: +44 (0)1424 721667 | E: [email protected]
AIX
11 September – afternoon
8
Solutions to fit all sizes
The afternoon session builds on AIX: Gas 2019’svery successful dive into gas trucking, CNG andother innovative solutions for using gas in multiplemarkets.
This session will discuss issues including securinginvestment in pipelines, storage and processinginfrastructure, virtual pipelines and terrestrial LNG,CNG and other gas transport prospects.
Opportunities and challenges along the small-scale LNG value chain
Opportunities and challenges facing investors incompressed natural gas (CNG)
Prospects for small-scale gas generation, gasprocessing and the LPG market
Who are the main financing players in this spaceand what are their conditions and restrictions
Erik Wandrag, Director, Sanlam InfraWorks
Dikko Atanu, Chief Executive Officer, NeoleumEnergy
Hanaan Marwah, Head of Investment andBusiness Development, Circle Gas
13h45 to 16h15
16h15 AIX: Gas ends
The changing character of the gas market
Africa Investment Exchange: Power & Renewables
18-19 November 2020, RSA House, London
Established in 2013, AIX: Power & Renewables has become one of the meeting places ofchoice for Africa’s power sector stakeholders, including leading private and public sectorinvestors, African officials and project developers.
See event website or contact Lauren Andrews for details. T: +44 (0)1424 721667 | E: [email protected]
AIX
Utilities, regulators and officials
Department of Trade & Industry, South Africa,Electricidade de Moçambique (EdM), ElectricityCompany of Ghana, Ghana Energy Commission,Ministry of Petroleum, Energy and Mines, Mauritania,Moroccan Agency for Sustainable Energy, NationalEnergy Regulator of South Africa (NERSA), NigerianElectricity Regulatory Commission, Nigerian Gas FlareCommercialisation Programme, West African GasPipeline Company
LNG and Upstream
Aminex, BP, Chariot Oil & Gas, DNG Energy, GasfinDevelopment, Greenville LNG, Hanas LNG, Modec,Neoleum Energy, Nigeria LNG, Ophir Energy, OrcaExploration, PanAfrican Energy Tanzania, SavannahPetroleum, Seven Energy, Shell, Total, Victoria Oil &Gas, Vitol, Wentworth Resources, Woodside
Finance
Actis, Africa50, African Development Bank, AfricanInfrastructure Investment Managers (AIIM), AP MollerCapital, Canada Pension Plan Investment Board, CDC
Group, Denham Capital, InfraCredit, InternationalFinance Corporation (IFC), Multilateral InvestmentGuarantee Agency (MIGA), Overseas PrivateInvestment Corporation (OPIC), Pembani Remgro,Standard Bank, Standard Chartered, Stonechair Capital,UK Export Finance, US-China Energy Group
Power and infrastructure
Aldwych International, Aksa, Azura Power, Black RhinoGroup, Clarke Energy, Globeleq, Honeywell Group,Impala Energy, MAN Energy Solutions, Metka, ProtonEnergy, Siemens, Wartsila
Professional services
ADIT, Advocaat Law Practice, Baker McKenzie, CliffordChance, DLA Piper, Economic Consulting Associates,eegr Consultancy, Energy Investment Company, EpeusConsulting, Farrer & Co, FTI Consulting, Herbert SmithFreehills, Kestrel Energy Solutions, Latham & Watkins,Mauritanian British Business Council, Oxford Institutefor Energy Studies, Oxford University, Poten & Partners,QED Consulting, Shearman & Sterling, SLR Consulting,Squire Patton Boggs, Templars, Victoria Chambers
AIX: Gas
9
RSA House was chosen to host the AIX meetingsbecause of its excellent conference facilities, breakout spaces and private meeting rooms, packagedtogether in a venue that provides a unique slice ofLondon’s history.
A hidden gem in the heart of London, and within a fewminutes walk of major transport hubs, hotels, theatres
and some of London’s most famous landmarks, RSAHouse was designed by Robert Adam in the early 1770s,and is the historic home of the Royal Society of Arts.
A famous centre for Enlightenment thinking, thebuilding has been the intellectual and social home ofsome of the greatest thinkers and social activists ofthe past 200 years.
Why RSA House?
Organisations who participated at AIX: Gas 2019
Sponsor our meetings
10
AIX: Gas is held under the Chatham House Rule andstructured around panel-led sessions with anaudience limited to 150 participants to preserve thenetworking environment.
Participants will benefit from exclusive analysis basedon African Energy Live Data - our unique platform thatcombines a range of analytics tools with project leveldetail of more than 6,000 power plants across thecontinent.
Africa’s energy mix
Our unique perspective
CbI Meetings pairs the extensive regional expertiseand source network of CbI’s African Energy with aseasoned events team experienced in producinghigh-level investment forums and dialogues acrossthe African continent.
As a consultant, CbI has a unique perspective whenit comes to understanding the themes and topicsthat provide the foundations for a vibrantconference agenda and the mix of projectstakeholders required to create a lively andengaging panel-led discussion.
We are focused on producing meetings that createenduring dialogues between development financeinstitutions, public sector stakeholders and privatesector investors including, private equity firms,venture capitalists, family offices, foundations,institutional investors and impact investors.
Contact Lauren Andrews for more detailsE: [email protected]: +44 1424 721 667W: africa-investment-exchange.com
Renewables
Natural gas 64,210MW28.2%
Liquid fuels20,189MW 8.9%
Coal 48,110MW 21.1%Gas & liquid fuels
43,647MW 19.2%
Other thermal 1,369MW0.6%
Nuclear 1,830MW 0.8%Other 883MW 0.4%
Hydroelectric 35,634MW 15.6%
Solar 4,311MW 1.9%Wind 5,552MW 2.4%Other 2,006MW 0.9%(Geothermal 671MW,Wave/tidal 0.4MW,Biomass 1,335MW)
Source: African Energy Live Data © Cross-border Information 2019 (www.africa-energy.com)
Total: 227,741MW
Sponsorship package
AIX sponsor Additional options (subject to availability)
Corporate logo on event website, agenda, brochure, allmarketing emails, headline slides and delegate bag
Session Sponsor
Prominent panel position speaking opportunity Lunch sponsor
1 speaker pass and 3 additional passes for sponsor’s staffor guests
Coffee break sponsor
Full-page colour ad in the meeting book Exhibition area
Corporate literature in meeting bag Seat drops
Photos of panel sessions for social media and web use Lanyard sponsor
Input on the agenda Meeting room
£9,000 excl UK VAT Contact Ricky Purnell at [email protected]
Please register those listed below for AIX Gas 2020There is a 15% discount until 23 JuneAIX: Gas: £1,530 plus VAT (full price £1,800 plus VAT)
1st DelegateFull name ................................................................................................................................................................Position .....................................................................................................................................................................Company/Organisation ..............................................................................................................................Email ..........................................................................................................................................................................Telephone .............................................................................................................................................................
2nd DelegateFull name ................................................................................................................................................................Position .....................................................................................................................................................................Company/Organisation ..............................................................................................................................Email ..........................................................................................................................................................................Telephone .............................................................................................................................................................
Company contact details (for invoice)Full name ................................................................................................................................................................Position .....................................................................................................................................................................Company/Organisation ..............................................................................................................................Address ....................................................................................................................................................................
......................................................................................................Country ..............................................................Email ..........................................................................................................................................................................Telephone .............................................................................................................................................................VAT number ..........................................................................................................................................................
When you have returned this form you will receive a booking confirmationand invoice to be paid by bank transfer. Full payment must be made beforeevent. Total to pay ........................
(see event websites for the latest offers or email [email protected])
I have read and agreed to the terms and conditions for delegate bookingsand payment
Terms & Conditions Payments: All bookings madeprior to the conference must bepaid in full to guaranteeregistration. If payment is notmade at the time of booking,registration will be provisional.Cancellation: The fee is non-refundable if cancellation isreceived less than two weeksbefore the booked meeting. For acancellation before this date thefee will be refunded, less ahandling charge of £80.
Indemnity CbI Meetings is not liable for anytravel and accommodation costsincurred by delegates inconnection with their registration.CbI Meetings cannot acceptliability for any loss, cost orexpense suffered or incurred byany person arising from reason ofwar, including threat of war, riotsand civil strife, terrorism or threatsthereof, natural disaster, weather,fire, flood, drought, technical,mechanical or electricalbreakdown within any premisesvisited by delegates in connectionwith the conference, non-provision of services provided byhotel companies or transportoperators, industrial disputes,government action, regulations, ortechnical problems which mayaffect the services provided inconnection with the event.
Attend our meetings
For registrations contact:
Lauren AndrewsTel: +44 (0)1424 721667Email: [email protected]
africa-investment-exchange.com
Register to AIX: Gas 2020
Venue: RSA HouseDesigned in the early 1770s, RSA Houseis a famous centre for Enlightenmentthinking, the intellectual and socialhome of some of the greatest thinkersand social activists of the past 200 years.
8 John Adam Street, London WC2N 6EZ.