AIX: GAS 2020

Africa Investment Exchange: Gas

DEVELOPING PARTNERSHIPS ALONG THE VALUE CHAIN

September to December 2020 – online

The 6th AIX: Gas was a series of monthly meetings held in a virtual environment between September to December 2020, with live streaming, fringe events, an online exhibition and networking opportunities.

View the agenda (pdf)

Results and comments from an African Energy Gas Survey were presented throughout the series of meetings.

Further details on each monthly meeting are listed below:

#1: 15 September 2020

The first of the AIX Gas virtual meetings included two panel sessions: "Carbon in transition" and "Strategies along the gas value chain"

#1 – Agenda & Panellists

September 15, 2020 12:00 PMCarbon in transition

Carbon in transition
The pace of renewables integration into Africa’s electricity supply industry and global climate change concerns are driving a reevaluation in the continent's long-term energy mix. However, there is a real need in Africa for gas to play a continued significant role as the ‘transition fuel’ and to supply power plants, industrial and other users over the coming decade (and beyond). The opening session will thus set out the case for gas in AIX’s distinctively analytical but straight speaking manner.

12h00 to 13h30 BST

Part 1: African gas trends

Chair: Jon Marks, Chairman, CbI and Head of Consultancy, African Energy

Results and analysis from the African Energy Survey which asks the AIX community to comment on upstream, gas-to-power and LNG challenges facing industries along Africa's gas value chain will kick-start the session. This will open a debate on global carbon transition, the future shape of global industries (including LNG export prospects, FLNG, gas-to-power schemes etc) and how changing trends in policy-making and investment are impacting on gas producers.

Part 2: African gas policy

Government and regulator’s perspectives on industrialisation programmes, gas masterplans and local content strategies. What do administrations want from gas schemes? In the carbon transition are they at risk of finding themselves with stranded assets?

13h30 to 14h00

Online networking
Send a message, schedule a meeting or initiate a call

Nomfundo Maseti

Full-Time Regulator Member: Piped Gas Regulation, NERSA

Maggy Shino

Petroleum Commissioner, Ministry of Mines & Energy, Namibia

Victor Tivane

Director of Local Content, ENH, Mozambique

Fred Amonya

Infrastructure Policy, Lyciar

Glada Lahn

Senior Research Fellow, Energy, Environment & Resources, Chatham House

Jon Marks

Chairman, CbI and Head of Consultancy, African Energy

Olivier Mussat

Chief Investment Officer, Global Energy, IFC

September 15, 2020 14:00 PMStrategies along the gas value chain

14h00 to 15h30
Strategies along the gas value chain

Upstream operators, investors and power developers discuss challenges and opportunities along the gas value chain.

To what extent is it necessary to be present in all parts of the gas value chain to create a robust gas business in SSA?
What are the consequences of COVID 19 on those companies seeking to develop gas businesses in SSA?
To what extent are gas projects in SSA financeable?
What are the opportunities and constraints when developing gas projects based on African demand?
To what extent do you subscribe to the theory that some African utilities could go the way of fixed line telephone companies and disruptive events could cause them to radically change their business model?
Will the softness in global energy prices create more favourable conditions for LNG import projects in SSA?
Stranded assets, are upstream fields going to become uneconomic is gas and other infrastructure going to become a liability?
Smaller deposits and associated gas – challenges of commercialising assets for producers and investors.
Why haven’t virtual pipelines (CNG and LNG) made more headway in SSA. Will this change soon?
How might we solve the gas to power conundrum in SSA?
How can gas contribute to increased energy access?

Olusola Lawson

Co-Managing Director, AIIM

Johan de Vos

Managing Director, Gigajoule International

Steve Husbands

Head of Commercial, Oil & Gas Advisory, SLR

Roy Kelly

Chief Executive Officer, Victoria Oil & Gas

Okechukwu Mba

General Manager, Gas, Seplat

September 16, 2020 11:30 AMSatellite sessions

Satellite sessions on 16 September

We plan to run two gas focused roundtables in partnership with speakers and partners. Confirmed roundtables:

11h00 BST - Which countries show the most promise for the sector?
Hosted by Rodney J. MacAlister, CEO, Monetizing Gas Africa
12h00 BST - How COVID-19 is changing the opportunities for oil and gas-led growth
Hosted by Glada Lahn, Senior Research Fellow, Chatham House

Glada Lahn

Senior Research Fellow, Energy, Environment & Resources, Chatham House

Rodney MacAlister

Chief Executive Officer, Monetizing Gas Africa

Book online or contact Lauren Andrews to pay by bank transfer.

#2: 13 October 2020

The second of the AIX Gas virtual meetings will include two panel sessions: "West and Central Africa Focus" and "Transitional projects – pointing the way ahead"

All times are British Summer Time (BST)

Results and analysis from the African Energy Survey which asks the AIX community to comment on upstream, gas-to-power and LNG challenges facing industries along Africa's gas value chain will kick-off the session.

#2 – Agenda & Panellists

October 13, 2020 12:00 PMWest and Central Africa Focus

12h00 to 13h30

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 to regional supply shortfalls?
We will also ask how WAPP and other regional initiatives are changing regional strategic thinking about electricity supply?

Coastal trading

Asking whether new models of FSRU and LNG regas facilities can supply a new generation of GTP businesses long the West African coast and in other regions.

13h30 to 14h00
Online networking
Send a message, schedule a meeting or initiate a call

Olusola Lawson

Co-Managing Director, AIIM

Ezekiel Adesina

Executive Secretary, Africa Energy Study Group

Tonbofa Ashimi

Founder, Tonbofa Law Practice

Audrey Joe-Ezigbo

Deputy Managing Director, Falcon Corporation Limited

Okechukwu Mba

General Manager, Gas, Seplat

Oge Peters

Head of Commercial in Nigeria, Savannah Energy

Oliver Quinn

Vice President – Commercial, Kosmos Energy

October 13, 2020 14:00 PM - 15:30 PMTransitional projects – pointing the way ahead

14h00 to 15h30
Transitional projects – pointing the way ahead

LNG and pipelines: what does the current disruption mean for projects. Which pre FID projects will continue, be deferred, cancelled or restructured?
FSRUs and other import schemes: Analysis of a number of key projects that were setting trends and give pointers to further market developments.
Liquid fuel applications: still room to fit LPG and HFO in the new energy landscape?

Steve Brann

Senior Investment Manager, Vitol

Paul Eardley-Taylor

Oil & Gas, Southern Africa, Standard Bank

Zeynep Harezi Yılmaz

Chief Commercial Officer, Karpowership

Jasper Heikens

Head of Commercial, Gaslog

Rodney MacAlister

Chief Executive Officer, Monetizing Gas Africa

Jon Marks

Chairman, CbI and Head of Consultancy, African Energy

Francois Vuylsteke

Senior Developer, Wärtsilä Development & Financial Services

October 13, 2020 15:30 PM - 17:00 PMSatellite sessions

Participants have access to the live panels, conference website, satellite sessions, list of attendees and all the networking opportunities on the conference platform during the meeting and for up to 24 hours after the event. Plus full access to the results of the survey and recordings of the sessions.

Book online or contact Lauren Andrews to pay by bank transfer.

#3: 10 November 2020

The third of the AIX Gas virtual meetings will include two panel sessions: "East & Southern Africa Focus" and "Gas-to-power investment strategies"

All times are Greenwich Mean Time (GMT)

#3 – Agenda & Panellists

November 10, 2020 12:00 PMInvestment decisions in East and Southern Africa

12h00 to 13h30
Investment decisions in East and Southern Africa

Rovuma Basin schemes have reached final investment decisions and financial close, and South Africa looking to implement some of its ambitious GTP schemes, the focus on this region should be intense this year.

13h30
Online networking

Send a message, schedule a meeting or initiate a call

Nomfundo Maseti

Full-Time Regulator Member: Piped Gas Regulation, NERSA

Paul Eardley-Taylor

Oil & Gas, Southern Africa, Standard Bank

Tore Horvei

Director, Thunder Energy

Steve Husbands

Head of Commercial, Oil & Gas Advisory, SLR

Jon Marks

Chairman, CbI and Head of Consultancy, African Energy

Alessandro Nanotti

Energy Analyst

November 10, 2020 14:00 PM - 15:30 PMGas-to-power investment strategies

14h00 to 15h30
Gas-to-power investment strategies

Focus on different elements of the GTP value chain: IPPs and embedded GTP. Potential synergies for upstream operators, power developers and finance.

Can power developers be expected to co-invest in floating regasification and other non-traditional supply solutions.
Are current corporate structures (‘upstream operator’, ‘power developer’ etc) appropriate for the coming market?
What roles do liquid fuels have to play?

Dafe Akpeneye

Commissioner, NERC, Nigeria

John Smelcer

Business Development Director, Globeleq

Chiedu Ugbo

MD and CEO, Niger Delta Power Holding Company

Oscar Amonoo-Neizer

Executive Secretary, Energy Commission, Ghana

Oti Ikomi

Chief Executive Officer, Proton Energy

Gibbs Johnson

Consultant, Clifford Chance

Scott Mackin

Managing Partner, Denham Capital

Joseph Tato

Partner, Covington

November 10, 2020 15:30 PM - 17:00 PMSatellite sessions

Book online or contact Lauren Andrews to pay by bank transfer.

#4: 8 December 2020

The final of the AIX Gas 2020 virtual meetings will dive into small-scale LNG, gas trucking, CNG and other innovative solutions for using gas in multiple markets.

All times are Greenwich Mean Time (GMT)

#4 – Agenda & Panellists

December 8, 2020 12:00 PMSolutions to fit all sizes

12h00 to 14h30
Solutions to fit all sizes

This afternoon session builds on AIX: Gas 2019’s very successful dive into gas trucking, CNG and other innovative solutions for using gas in multiple markets. The session will discuss issues including securing investment in pipelines, storage and processing infrastructure, 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 in compressed natural gas (CNG)
Prospects for small-scale gas generation, gas processing and the LPG market
Who are the main financing players in this space and what are their conditions and restrictions

14h30
Online networking – Send a message, schedule a meeting or initiate a call