Africa Investment Exchange (AIX) Online
Established at RSA House in 2013, the Africa Investment Exchange (AIX) has become one of the meeting places of choice for Africa’s energy sector stakeholders. We are pleased to have got the AIX community together (virtually) since April 2020.
Read more details on AIX Online meetings below.
30 April 2020
Africa power & renewables overview
12h50 BST Registration
13h00 to 14h00 BST Start of webinar
Africa power & renewables overview
CbI chairman, Jon Marks will kick-off our first one-hour AIX: Webinar on 30 April, focusing on:
African Energy Live Data – providing unique insights into continental electricity supply industry trends up to the end from the decade, regional capacity additions and energy mix.
Africa Heat Map – illustrating major political and energy industry developments in Africa in 2020.
African Energy Industry Survey – results and comments from online poll
Experienced AIX panellists from the public and private sector will be invited to join a live panel discussion and to share their perspectives on the impact the coronavirus is having on Africa’s power sector. Will there be even less commercial finance after the Covid-19 crisis? How will Africa emerge from the global lockdown?
14h00 BST Online matchmaking and networking opportunity
The AIX: Webinar uses Swapcard, an online event matchmaking service enabling delegates to organise 1-to-1 meetings with other participants. The platform also opens the door to industry specific chat rooms and other online meetings during these challenging times.
9 June 2020
C&I financing and business models
13h00 to 14h00 GMT+1,
C&I financing and business models
Results from the African Energy C&I Survey will be examined at the beginning of the webinar and form part of the focus for the panel-led discussion. See next page for survey.
Chair: Chanda Nxumalo, Director Harmattan Renewables and SAPVIA Board Member
- How will C&I evolve and are the funding mechanisms in place?
- Rental v IPPs: examples of emerging business models, contract and financial structures as well as technology options for C&I
- Developers and EPC’s perspectives on the barriers to financing projects
- The role of commercial banks and debt capital. What is holding back local banks from investing?
- Accessing long-term international development and concessional finance
- The economic fundamentals for large-scale captive power
C&I policy and regulatory approaches
14h30 to 15h30 GMT+1
C&I policy and regulatory approaches
Chair: Fiona Gulliford, Partner, Trinity International
Comparing the regulatory environment for large mines and medium to small sized businesses, which countries have friendly regulation, and which countries have barriers?
National utilities’ perspectives on the acceleration in captive power solutions
Customer view on C&I
16h00 to 17h00 GMT+1
Customer view on C&I
Chair: Ifechukwude Uwajeh, Deputy Director,
GreenMax Capital Group
Key considerations for customers considering captive power
What will it take for battery storage to become a viable option with C&I solar?
Snapshot of C&I in Nigeria
23 June 2020
AIX Gas Update Webinar
13h00 to 14h30
Chair: Jon Marks, Chairman, Cross-border Information
Post Covid-19 – where is the gas market heading?
- Will export led projects still be the main route to market?
- Will inter African regional and domestic markets with gas-fired power open new economical avenues?
- What role can gas play to drive economic recovery in the continent?
9 July 2020
Africa power negotiations
13h00 to 14h30 BST
Africa power negotiations
This panel-led discussion will provide an update on the tariff renegotiations under way in several African markets as well as discuss the impact of covid on current and future project agreements, ahead of the seventh AIX: Power & Renewables meeting on 17-20 November.
Chair: Jon Marks, Chairman, Cross-border Information
- The role of utilities and regulators in Africa’s increasingly diverse electricity supply industry.
- IPP tariff renegotiations and PPAs: With tariff renegotiations under way in several important markets, what might a fair and effective compromise between private and public interests look like going forwards?
- Will tariff renegotiations dent investor confidence?
- The impact of Covid on PPAs: Will there be any fundamental changes to the way force majeure or risk mitigation is approached in future agreements?
15 September 2020
Carbon 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
Strategies along the gas value chain
14h00 to 15h30
Strategies 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?
Satellite sessions
Satellite sessions on 16 September
- 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
22 September 2020
Multiconsult presentation
11h00 - 11h30
Ryan Anderson, Head of Section Renewable Energy Advisory Services at Multiconsult will be sharing his insights on a recent report: "What role can Africa’s reservoir hydropower play in enabling variable renewables: The case of 900 MW of solar in Zambia.” at the first AIX Power & Renewables meeting on 22 September.
Grid strategies
12h00 to 13h30 BST
Grid strategies
Examining key institutional themes for grid operations.
- Governance model: unbundling vs vertical integration
- Tariff structure: cost reflectiveness and funding models
- Privatisation: lessons learned from various experiences across the continent
- Grid upgrades: perspectives from the private sector, C&I customers and transmission operators
- Balancing the grid: how best to respond to new challenges and opportunities in maintaining grid stability
Storage strategies
14h00 to 15h30 BST
Storage strategies
- Examining the solar-plus-storage model and opportunities for investment
- Recent tenders and best practices from around the world and African case studies
- Understanding the technologies, costs and applications for storage
- Who is financing storage? What are their conditions, restrictions and main concerns?
Satellite sessions
Satellite sessions
We plan to run several grid and storage focused roundtables in partnership with speakers and sponsors, including:
- Best practices in renewable energy sources integration
- What are the different peaking options?
- Energy management and peak shaving – including time- shift of renewables
- Synergies between storage, conventional power and emergency power solutions
13 October 2020
West and Central Africa Focus
- 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?
13h30 to 14h00
Online networking
Send a message, schedule a meeting or initiate a call
Transitional 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?
Satellite sessions
15h30 to 16h30
Satellite sessions
Access to fringe events (country focuses, workshops, interviews, speaker Q&As, and roundtables) co-hosted by our speakers and partners
27 October 2020
Tanzania Roundtable
11h00 GMT – 26 October
Tanzania Roundtable
Mark Gammons, Head of Business Development for Tanzania at Globeleq is hosting a pre-conference roundtable meeting focusing on Tanzania’s power industry.
- The Government of the United Republic of Tanzania is committed to driving Tanzania to a higher level of development and industrialisation, fuelled by growth in the power sector.
- The Government-championed 2,100 MW Nyerere Hydropower Project is well underway and many are interested to see how it progresses.
- The TANESCO renewables tenders, including the 2x100MW Large Wind Power projects and the 3x50MW Large Solar Power projects are poised to proceed with very low tariffs.
- With the election happening on 28 October those connected to the power sector are watching carefully to see what direction Tanzania will go in the next six months to set the path for the next five years.
East African perspective
12h00 to 13h30 GMT
East African perspective
- Impact of Covid-19
- Does East Africa have enough power?
- What future for thermal generation?
- Update for IPPs
- Outlook for competitive procurements
Strategies for regional integration
14h00 to 15h30 GMT
Strategies for regional integration
How realistic are plans for East African energy industries to become more integrated via electricity interconnections, pipelines and shared policy?
- View across the East African Community region
- Analysis of key projects to assess progress, including Eastern Africa Power Pool prospects
- Questions of trust and national interest - thorny issues
- What is required to create a bankable regional market
- The impact of international support for interconnections
Satellite sessions
Satellite sessions
Access to fringe events (country focuses, workshops, interviews, speaker Q&As, and roundtables) co-hosted by our speakers and partners. Topics may include:
- Outlook for Ethiopia, Kenya, Tanzania and Uganda
- C&I and geothermal update
10 November 2020
Investment 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
Gas-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?
Satellite sessions
15h30 to 16h30
Satellite sessions
Access to fringe events (country focuses, workshops, interviews, speaker Q&As, and roundtables) co-hosted by our speakers and partners
17 November 2020
JinkoSolar presentation
Presentation: "Long term reliability as a key solar plant investment strategy" given by Titus Koech, Technical Services – MEA at JinkoSolar
Solar investment strategies
12h00 to 13h30 GMT
Solar investment strategies
- Latest solar trends including floating PV
- Future relationship between solar and public utilities
- What is the true cost of solar?
- Factors impacting on solar pricing
- The role of development finance in the solar market
13h30 Online networking
Distribution models
14h00 to 15h30
Distribution models
Who is actually making distribution pay in Sub-Saharan Africa? And how?
Satellite sessions
Satellite sessions
Access to fringe events (country focuses, workshops, interviews, speaker Q&As, and roundtables) co-hosted by our speakers and partners.
8 December 2020
Solutions 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
15 December 2020
Multiconsult presentation: small hydro IPPs in Uganda
Optimising investment and avoiding costly mistakes in small hydro: the case of 14 small hydro IPPs in Uganda
Both, technical and environmental issues will be presented in this session, which will also provide a unique opportunity to review a large renewable energy portfolio outside of South Africa.
Competitive tenders
12h00 to 13h30 GMT
Competitive tenders
Perspective on tendering and other forms of contract award. Are new models needed, or just refinements of the existing system?
13h30 Online networking
New approaches to financing IPPs
14h00 to 15h30
New approaches to financing IPPs
A look at some of the recently financed projects using construction finance and bridging loans. Maximising access to both Western and Islamic financing.
Satellite sessions
Satellite sessions
Access to fringe events (country focuses, workshops, interviews, speaker Q&As, and roundtables) co-hosted by our speakers and partners. Topics may include:
Community engagement; navigating land rights; communicating with governments; environmental standards; finding local partners; and accessing financing from DFIs, commercial banks, export credit agencies, China and India.