AIX Gas-to-power LNG imports and exports Upstream assets Monetisation strategies Bankable projects Otake agreements africa-investment-exchange.com Co-produced by Meetings Now in its fourth year, AIX: Gas focuses on bringing upstream and LNG players together with power sector and downstream developers and investors for a frank discussion on project opportunities and investment issues affecting the gas sector. Held under the Chatham House Rule, limited to 150 participants and structured around interactive panel- led sessions, AIX: Gas offers a unique opportunity to engage with a range of stakeholders along the African gas value chain in a right-sized forum. Africa Investment Exchange AIX: Gas Developing partnerships along the gas value chain 11-12 April 2018, RSA House, London Sponsored by
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AIXGas-to-power
LNG imports and exports
Upstream assets
Monetisation strategies
Bankable projects
O�take agreements
A
africa-investment-exchange.com
Co-produced by
Meetings
Now in its fourth year, AIX: Gas focuses on bringingupstream and LNG players together with powersector and downstream developers and investors fora frank discussion on project opportunities andinvestment issues affecting the gas sector.
Held under the Chatham House Rule, limited to 150participants and structured around interactive panel-led sessions, AIX: Gas offers a unique opportunity toengage with a range of stakeholders along the Africangas value chain in a right-sized forum.
Africa Investment Exchange
AIX: GasDeveloping partnerships along the gas value chain
11-12 April 2018, RSA House, London
Sponsored by
About us
2
Why RSA House?
We picked RSA House for itsunique combination of excellentconference facilities, break outspaces and private meetingrooms packaged together in avenue that provides a uniqueslice of London’s history.
A hidden gem in the heart ofLondon, and within a fewminutes walk of major transporthubs, hotels, theatres and someof London’s most famouslandmarks, RSA House wasdesigned by Robert Adam in theearly 1770s, and is the historichome of the Royal Society of Arts.
A famous centre forEnlightenment thinking, thebuilding has been theintellectual and social home ofsome of the greatest thinkersand social activists of the past200 years.
“I must tell you that I found thatAIX: Gas was again excellent, verywell prepared and nicelyconducted. The quality of guests,panellists and discussions wereawesome.”
Etienne Bourguignon, CommercialManager Sales for West andCentral Africa, Siemens Power &Gas
A unique perspectiveAs a consultant and publisher, CbI has been involved at the heart of thedebate surrounding the development of the energy sector in Africa foralmost 30 years.
CbI Meetings pairs the extensive regional expertise and source networkof CbI’s African Energy with a seasoned events team experienced inproducing high-level investment forums and dialogues across theAfrican continent.
As a consultant, CbI has a unique perspective when it comes tounderstanding the themes and topics that provide the foundations for avibrant conference agenda and the mix of project stakeholders requiredto create a lively and engaging panel-led discussion.
We are focused on producing meetings that create enduring dialoguesbetween development finance institutions and other establishedinvestment sources as well as non-traditional investors including, privateequity firms, venture capitalists, family offices, foundations, institutionalinvestors and impact investors.
Africa Investment Exchange (AIX) Gas is held under the Chatham HouseRule, structured around interactive panel-led sessions and limited to150 high-level participants.
Over the last four years, participants have used the two-days of AIX: Gasto hold private meetings with new and already established partners inconvenient break-out rooms at RSA House.
Gas development & commerce
A N G O L A
S O U T HA F R I C A
Z A M B I A
SW.
LESOTHO
UGANDA
RWANDAGABON
N A M I B I A
C H A D
CENTRALAFRICAN REPUBLIC
REP.
OF
CO
NG
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TUNISIA
MOROCCO
Western Sahara (under UNmandate)
MAURITANIA
GUINEA-BISSAU
SIERRALEONE
LIBERIA
BURKINAFASO
(BR
AZZA
VILL
E)
SOUTH SUDAN
EQUAT.
MADAGASCARBOTSWAN A
ZIMBABWE
MALAWI
BURUNDI
D E M O C R AT I C R E P U B L I C O F C O N G O
DJIBOUTI
ERITREAN I G E RM A L I
A L G E R I A L I B YA E G Y P T
CAPEVERDE
SENEGALTHE GAMBIA
GUINEA
CïTEDÕIVOIRE
TOGOBENIN
SOM
AL I A
COMOROS
GHANA N I G E R I A
E T H I O P I A
CAMEROON
KENYA
TANZANIA
S U D A N
SÌO TOM�& PRêNCIPE
Mayotte (Fr.)
EQ.GUINEA
N I G E R I A
C A M E R O O N
G H A N AC ï T E
D Õ I V O I R E TOGOBENIN
MOZAMBIQUE
TSHWANE/PRETORIA
MAPUTO
GABORONE
HARAREANTANANARIVO
LUSAKA
LUANDA
KINSHASA
BRAZZAVILLE
NAIROBI
LILONGWE
LIBREVILLE
YAOUND�BANGUI
KAMPALA
ADDISABABA
ASMARAKHARTOUM
NÕDJAMENA
ABUJA
NIAMEY
OUAGADOUGOU
YAMOUSSOUKROMONROVIA
FREETOWNCONAKRY
BISSAU
DAKAR
BAMAKO
CAIRO
NOUAKCHOTT
TRIPOLI
TUNISALGIERS
RABAT
DJIBOUTIVILLE
MASERU
BANJUL
MALABO
BUJUMBURA
PRAIA
DODOMA
JUBA
KIGALI
SÌO TOM�
WINDHOEK
MOGADISHU
MBABANE
Dar es Salaam
Abidjan
Idku
Arzew
Aswan
Skikda
Damietta
Marsa Al-Brega
Mellitah
Taba
Soyo
Mombasa
Beni Saf
KoudietDraouche El
Haouaria
Escravos
Cotonou
Aboadze
Oranjemund
Secunda
El Arish
Jorf Lasfar
Mtwara
Tema
Palma
Ghannouch
AinSokhna
ACCRA
LOM�
PORTO- NOVO
YAOUND�
Lagos
Ibadan
BeninCity
Pt.Harcourt
Punta Europa
OnitshaCotonouTema
Kumasi
Aboadze
Keta
GrandBassam Aba
Enugu
Warri
QuaIboe
Bonny
OlokolaFTZ
Escravos
Ajaokuta
Jacqueville
Abidjan
Richards Bay
Durban
Saldanha Bay
Cape Town Port ElizabethMossel Bay
ZeitBay
Benghazi
Tahaddart
LikongÕo
Walvis Bay
East London
Takoradi
Matola
Songon
Major gas fields and recentsignificant discoveries
Major gas pipelinefuture?
LNG liquefaction plantand export terminal
future?
LNG regasification plantand import terminal
future?
100
0
0
Kilometres
Miles
200
MAZARO DELVALLO, SICILY
ALMERêA,SPAIN
PIOMBINO, ITALYvia Sardinia
ASHKELON, ISRAEL
GELA,SICILY
JORDAN ¥ SYRIA ¥ TURKEY
SPAIN¥
PORTUGAL
G U L F O FG U I N E A
ALNG
TRANS-SAHARANGAS PIPELINE
(TGSP) / NIGAL
Closed2011,
upgraderequired
ENRICO MATTEI / TRANSMED
HASSI RÕMEL
GASSI TOUIL
ILLIZIBASIN
GREENSTREAM
SKIKDALNG
(GL1-K,GL2-K)
ARZEW LNG(GL1-Z,GL2-Z) GALSI
ELNG SEGAS
UPPER EGYPT GAS PIPELINE
ARAB GASPIPELINE (AGP)
NILE DELTA
LOWER CONGO BASIN
MEDGAZ PEDRO DURAN FARRELL /GAZODUC MAGHREB EUROPE (GME)
SIRTEBASIN
KUDU
PANDE
GHADAMESBASIN
OFFSHORE RUVUMA/ ROVUMA BASIN
SONGO SONGO
GASSITOUIL LNG
(GL3-Z)
Gas imports
MORONI
WESTERNDESERT
BANDA
CHEWA, PWEZA
AKPO
DORO
BONGA
BRASS LNG:FID awaited
ORON
OSONLNG
NLNG:Six trains operating,awaiting FID on Train 7,Train 8 planned
OK LNG:Projecton hold
FSRU
FLNGELPS: Escravos-Lagos Pipeline SystemEWP: East-West PipelineOGGS: Offshore Gas Gathering SystemWAGP: West African Gas Pipeline
EgyptÕs giant Zohr discovery looks set to transform the market,opening a new play and raising the prospect of a Mediterraneangas hub, with Egypt a ready market for new production, whetherfrom Egyptian, Israeli or Cypriot waters. The Zohr field is sosubstantial that not only could imports become unnecessary, butexport LNG projects could eventually come back on the agenda.
NORTH AFRICA: NEW PROSPECTS
The TSGP, running from Nigeria to Algeria, remainsa key Programme for Infrastructure Developmentin Africa (PIDA) project but little progress has beenmade. In late 2016 Morocco and Nigeria agreedto build a gas pipeline also going north. Basicdetails, including route, have yet to be unveiled.
TRANSPORTING GAS NORTHWARDS
The prospect of producing gas offshore Mauritania,Senegal and Ghana has added to the West CoastÕsfocus on GTP projects. Unreliable supply through theWAGP has led potential GTP consumers to examineFLNG and LPG-based solutions to import feedstock.Along the WAGP route, Ghana has proposed threeFSRU projects: Quantum Power and WAGL (Sahara/NNPC) have proposed developments at Tema (bothwith Golar); Endeavor Energy/GE have a project atTakoradi. Benin has plans for a FSRU in Cotonouharbour. In C�te dÕIvoire, Total has rights to build andoperate a 3m t/yr LNG regasification terminal. Cameroonand Equatorial Guinea plan FLNG schemes for export.
WEST AFRICA: GAS FOR POWER
Plans to develop NamibiaÕs Kudu and SouthAfricaÕs Ibhubesi offshore gas fields have beenpersistently delayed. LNG imports form part ofSouth AfricaÕs Gas to Power Programme, whichwill supply IPPs. The prospect of exports hasrevived output at AngolaÕs Soyo gas plant.
SOUTHERN AFRICA: STRANDED GAS
A final investment decision on CoralLNG, the first development (led byEni/ExxonMobil) tappingMozambiqueÕs world-scale offshorereserves is expected by end-2017.Gas will be exported to Asia in the2020s. Reflecting MozambiqueÕsgeography, LNG imports at Matola forGTP are being considered, as astopgap before Rovuma Basin gas canbe be transported south (by pipelineor FSRU) for domestic consumption.TanzaniaÕs major reserves could alsobe exported but decisions are proneto policy-related delays. A Chinese-built pipeline has expanded Tanzaniandomestic supply. Kenya is consideringfollowing the LNG import route, viaMombasa port, as is Mauritius, whereMauritius Ports Authority has retainedRoyal HaskoningDHV to study a PortLouis project.
EAST AFRICA:EXPORTS TO ASIA
The government has been developingan integrated plan to import up to10bcm to be landed at Jorf Lasfar andpiped to several new GTP plants. Thereare also prospects for more domesticoutput with an onshore developmentby Sound Energy and prospects foroffshore exploration.
MOROCCO:LNG IMPORT PLANS
FLNG: floating LNGFSRU: floating storage and regasification unit
Wednesday 11 April
08h30 to 09h00 Registration & coffee
09h00 to 10h45
Africa Gas Outlook
Chair: Jon Marks, Chairman, Cross-border Information(CbI)
The opening session highlighting key trends, withexpert analysis and data from African Energy Livedata to kick off the discussion. Countries and issueswill include Cameroon, Egypt, Equatorial Guinea,Ghana, Mozambique, Nigeria, Senegal, South Africa,export/import potential with moderated debate on:
• LNG (and FLNG) export prospects around the continent.
• Local content strategies and development of domestic and regional gas markets.
• Domestic gas-to-power (GTP) schemes, from domestic resources and imports (including an overview of project prospects through to 2025).
• Regional pipelines, GTP transmission and other projects.
• Pricing issues – the domestic versus export sales debate: are they coming closer?
• Oil majors: re-examining their position in Africa’s natural gas market.
• Bringing upstream players, power developers, private equity and other backers closer together.
Dave Peacock, Director, Azura Power Holdings
Oliver Quinn, Director – Exploration and AfricaOphir Energy
Many export and domestic Nigerian gas projectshave stalled, underlined by the chronic shortfalls ofsupply through the West African Gas Pipeline. But theregion retains huge resources, a vibrant businessculture and major needs for power and revenues,which provide opportunities along the value chain.Panellists will focus on:
• Domestic markets: monetising upstream developments or moving to FSRU (LNG import) solutions for GTP – in Côte d’Ivoire, Ghana, Nigeria and other markets.
• What factors determine where investors build gas-to-power plants?
• Developments in the deep offshore – including the emerging Senegal-Mauritania (MSGB Basin) play and potential markets.
• The Nigeria-Morocco pipeline and other mega-plans. Is a much more interconnected industry going to emerge?
Jay Bhattacherjee, Chief Executive Officer, Aminex
Kevin Foo, Chairman, Victoria Oil & Gas
Chris Levell, Managing Consultant, Gas Strategies
Kishan Pillay, Director of Oil & Gas: IndustrialDevelopment Division, Department of Trade &Industry
14h45 Coffee
15h15 to 16h30
Gas-to-power investment strategies
Chair: Dave Peacock, Director, Azura PowerHoldings
Project developers and their financiers seem keen tobuy into the continent’s fast-rising demand for GTPbut actual projects remain thin on the ground.
• Is it really a boom market? What does the project pipeline data tell us?
• Security of supply: sourcing fuel for power generation.
• A GTP independent power producer (IPP) case study – is it replicable?
• Sources of investment and instruments that can catalyse private investment (from multilaterals, government- owned DFIs, insurers and ECAs).
• Engaging with government: what do national and local administrations, and regulators want from a project? How does this align with what developersand financiers need to make projects work?
Tarik Hamane, Executive Director – Advisor to theChairman, Moroccan Agency for SustainableEnergy (MASEN)
Babayo Shehu, Executive Director, Niger DeltaPower Holding Company
Chiedu Ugbo, Managing Director, Niger DeltaPower Holding Company
Erik Wandrag, Senior Transaction Advisor, PowerAfrica
16h30 to 17h30
AfricaHardball™ – Political issues that weigh onAfrica’s gas industries
Chair: Jon Marks, Chairman, Cross-borderInformation (CbI)
CbI’s AfricaHardball™ formula of hard-hitting debateon governance, security and other political issuessurrounding Africa’s gas issues is adapted to endDay 1 of AIX: Gas with a panel discussion onquestions that should concern all stakeholders. Itwill comprise:
• Panel discussion on key political issues from governance in South Africa and Nigeria to localised discontent and working with diverse communities across the continent
• Local content and domestic supply obligations: how do policies compare?
• Questions of critical risks as perceived by the audience
Seeking out patterns, providing scenario-building,based on the input at Hardball and earlierdiscussions.
Chair: Paul Eardley-Taylor, Oil & Gas, Southern Africa,Standard Bank
Securing investment in exploration and projectdevelopment.
• Overview of recent project finance deals
• Debt finance across the supply chain – what is available and when?
• New business models and forms of partnerships emerging in the sector
• Raising financing and risk allocation for projects
• Trends in M&A activity and asset deals
• Private equity investment strategies
• Mitigating financial and operational risks
The potential for working with ‘new’ investor classes
• The possibility of tapping pension funds and sovereign wealth funds; export credit agencies; equities investors (the JSE, LSE and others are reshaping their thinking on Africa); family offices andprivate investor classes that are taking an interest inAfrica; and other institutional investors
Olusola Lawson, Regional Director, African
Infrastructure Investment Managers (AIIM)
Rodney MacAlister, Chief Executive Officer,Monetizing Gas Africa
Adrian Mucalov, Partner: Infrastructure, Actis
Olivier Mussat, Chief Investment Officer, IFC
Brian O’Hanlon, Managing Director of BusinessDevelopment, Overseas Private Investment Corporation
12h30 Lunch at RSA House
11-12 April 2018
7
13h30 to 14h30
LNG market
Chair: David Drury, Managing Consultant, GasStrategies
Overview of global LNG market, LNG pricing and impact on LNG buyers
• Challenges and opportunities in the LNG market and what this means for African LNG producers
• Evolving LNG pricing mechanism and contract commitment
Ezekiel Adesina, Executive Secretary, Africa EnergyStudy Group
Steve Brann, Senior Investment Manager, Vitol
Eric Festa, Vice President Business Development,Total Gas & Power
JP Sweny, Counsel, Latham & Watkins
14h30 Coffee
14h45 to 15h45
LNG to power
Chair: John Smelcer, Partner, Webber Wentzel
Experience suggests it is difficult enough to reachfinancial close on either an IPP or an LNG importproject. Structuring, financing and co-ordinating theconstruction of an integrated LNG to power projecthas its potential benefits, but also creates significantadditional complexities.
Panellists will examine the legal and financial
challenges as well as look at lessons learned fromsuccessful projects in other countries.
Roland Fisher, Chief Executive Officer, GasfinDevelopment
Matthew Norman, Business Development Director,Wison Offshore & Marine
Vincas Snipas, Managing Director, Whitehall &Company
15h45 Coffee
16h00 to 17h00
Small-scale LNG
Chair: Chris Levell, Managing Consultant, GasStrategies
Discussion on intra-African LNG industry
• Financing and implementing small-scale LNG projects
• Viability of Africa to Africa LNG market
• Adopting LNG for transport and industry: what is realistic?
Sam Aiboni, Legal Advisor, Gas Aggregation CompanyNigeria
NJ Ayuk, Chief Executive Officer, Centurion
Christophe Le Blan, LNG Project Director, Africa, Total
Zackarie Fortin‑Brazeau, Business DevelopmentManager, Stolt‑Nielsen Gas
17h00 End of AIX : Gas
Day two afternoon - Building an LNG value chainExamining the implication of falling LNG prices and growing supply availability for African markets; thecomplexity of the LNG to power value chain; and new technology promoting small-scale projects.
Sponsorship options
8
For sponsorship enquiries contact: Nick Carn Tel: +44 (0)1424 721667 Email: [email protected]
Sponsorship Advanced options
Standard package Extras available for tailored packages
Corporate logo on event website, agenda, brochure and marketing emails
Meeting room, with tea and coffee, for sponsor to conductprivate meetings with clients and potential clients
Corporate logo on the headline slides and delegate bag Evening reception sponsor
Full-page colour ad in the meeting book Lunch sponsor
Corporate literature in meeting bag Session sponsor
Prominent panel position Coffee break sponsor
Input on the agenda Exhibition space
3 additional passes for sponsor’s staff or guests
£7,000 excl UK VAT Contact us for a tailored package
Past AIX sponsors
Participants by industry
n UK
n Europe
n Africa
n North America
Participants by region
n Power developers
n Oil & gas companies
n Finance & investors
n Professional services
n Officials & regional bodies
Please register those listed below for AIX: Gas:
Price payable: £1,700 plus VAT
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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 £75.
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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.