assessing growth in demand for gas in sub-saharan africa - 13 oct 2017(16-9).pdf§lng has made gas...
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©MonetizingGasAfricaInc. 1
Assessinggrowthindemandforgasinsub-SaharanAfrica
RodMacAlister
13October2017
©MonetizingGasAfricaInc. 2
FlowofTalk
Assessinggrowthindemandforgasinsub-SaharanAfrica1. OutliningavailabilityofgasinAfrica2. Assessingnewinfrastructuretosupportthegasindustry3. Methodsforincreasingaccessibilitytogas
©MonetizingGasAfricaInc. 3
FlowofTalk
Assessinggrowthindemandforgasinsub-SaharanAfrica1. OutliningavailabilityofgasinAfrica2. Assessingnewinfrastructuretosupportthegasindustry3. Methodsforincreasingaccessibilitytogas
©MonetizingGasAfricaInc. 4
§ Naturalgasiswidelyregardedasthetransitionfueltoalowercarbonenergyproduction.
§ Naturalgascanbeusedtoproduceheatandelectricity;asafeedstockinmanufacturing;andcanalsosupportrenewableenergyproduction.
§ Globally,naturalgasreservesarewidelydispersed,andtechnologicaladvanceshavedramaticallyexpandedaccesstounconventionalsources.
Source:BPStatisticalReviewofWorldEnergy2016
GasShareofGlobalPrimaryEnergy
BPEnergyOutlook,2017
TheCaseforGas
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§ Africangasisabundant:provenreservestotalover600trillioncubicfeet,withsignificantfurtherpotentialtoaddtoreserves.
§ Lessthan10%ofAfrica’sgasreservesaremonetized.Muchofthegasthatisproduceddailyiswastedbyflaring.
§ 22Africancountries(outof55)havegasreserves,andexplorationforgascontinuesacrossthecontinent.
§ LNGhasmadegasfungible,enablingaglobalmarkettodevelopthatwillgrowsubstantially,withAfricaasakeyplayer.
§ Consumerdemandisexpectedtogrowbyasmuchas40%by2030.
§ GastoPowerPotentialto2040– 400GWrequiring>US$100billion
CountrieswithProven
GasReserves@2016
TheCaseforMonetizationofAfrica’sGas
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Significantinvestmentdriversinclude:§ aboveaveragegrowthinAfrica;§ marketgrowthfromtheelectricitygeneration,transportationandindustrialsectors;
§ thepotentialtoconnectresourcesandLNGsupplies(importsandexports)tointernationalandAfricanmarkets;and
§ governmentincentivestopromotethegasindustryandreduceflaring.
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TheCaseforAfricanGasCompanies
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FlowofTalk
Assessinggrowthindemandforgasinsub-SaharanAfrica1. OutliningavailabilityofgasinAfrica2. Assessingnewinfrastructuretosupportthegasindustry3. Methodsforincreasingaccessibilitytogas
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AssessingNewInfrastructure
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CoreInfrastructureActivities:§ AssetManagement
§Maintenance§Maximizingthroughput
§ Throughput§ Ensuringsupply§Meetingdemand
§ManagementFocus§ Health,Safety,Environment&Risk§ EnterpriseAssetManagement– availability,uptimeandproductivity§Minimising cost
InvestinginInfrastructure- Profitably
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Triple-Bottom-Line(TBL)ApproachtoCorporateSocialResponsibility:
§ Usesabalanceofeconomic,environmentalandsocialimperativeswhileatthesametimeaddressingtheexpectationsofshareholdersandstakeholders.
§ TBLisaframeworkthatstrivestomeasuresustainabilitythroughanindexthatisveryadaptableatthecorporateandprojectlevel.
§ KeyDrivers:People,Planet,Profit
Source:CSRAmbassadors
GOVERNANCE
InvestinginInfrastructure- Sustainably
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FlowofTalk
Assessinggrowthindemandforgasinsub-SaharanAfrica1. OutliningavailabilityofgasinAfrica2. Assessingnewinfrastructuretosupportthegasindustry3. Methodsforincreasingaccessibilitytogas
©MonetizingGasAfricaInc. 12
FLNG
LNGTechnology
GlobalLNGMarket
FLNG
DevelopingGrowthPlatforms,Example(1)
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GasProcessing&Gathering
Processing
Pipelines
NewandEmergingAfricanMarkets
DevelopingGrowthPlatforms,Example(2)
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CNG&infrastructure
CNG
Vehicles/Industry
NewandEmergingAfricanMarkets
DevelopingGrowthPlatforms,Example(3)
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§ Investor,Developer,Operator§ FocusedongasinfrastructureinAfrica
§ ExperienceandExpertise§ On-the-groundexperienceinAfrica§ Operationalandprojectexperience§ GasInfrastructureexperience§ Oil&Gascapitalraisingexperience
§ ForInvestors:§ ExperiencedTeam,Projects&AnnuityReturns
§ Governance§ Strongvalues§ Intensiveprojectmanagement
WhatMGAoffers
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§Asoliddemonstrationoftheinvestmentthesis:§ Gas+Midstream+SSA=Win
§ Investments:§ 1st:Operatingassets§ 2nd:Projects– Brownfield,Greenfield
§TobeaPartnerofChoice:§ Upstreamcompanieslookingtomonetizeresources§ Projectslookingforcrediblepartners§ InvestorsseekingAfricanenergyinfrastructureinvestmentswithstablereturns
We’relookingfor…
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CorporateHeadquarters:WashingtonDC,USAAfricaOperationsOffice:CapeTown,SouthAfrica