16 May 2017 - 17 May 2017 at Cape Town International Convention Centre, Cape Town, South Africa

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Day 1
Day 2


Assembly Day 1: Tuesday, 16 May 2017 

Pricing, Financing and Investment 



09.15
- Ministerial Welcome and Update on South Africa's Gas-to-Power Programme

09.30 - Opening Plenary: Global Gas Market Outlook and Opportunities in an Emerging Gas Market

  • Maximising the global abundance of new natural gas resources and affordability to create perpetual energy growth
  • Is the current global glut just another cycle, or has the industry permanently transformed in certain ways?
  • Destination flexibility vs. price formula review moving forward. Will gas be able to contractually and physically move across regions, equalizing arbitrage by 2020?
  • Where next for South Africa’s energy policy that will foster the next wave of investment?
  • What tools are needed to support a solid energy strategy? The impact of cost-reflective tariffs, PPAs, third party access, risk allocation & regulators


Confirmed Keynote: 

  • Karen Breytenbach, Head of IPP Office, DOE

Confirmed Speakers: 

  • Adrian Hamra, Manager LNG Market Development, ExxonMobil
  • Jacob Modise, Chairperson, NERSA
  • Silas Mzingeli Zimu, Special Advisor to the President, The Presidency, Republic of South Africa
  • Thabane Zulu, Director General, Department of Energy
  • Tom Earl, VP Global Development, Total

10.45 - Networking Morning Coffee Break

11.45 - US Department of State Keynote

  • An update on Power Africa's gas strategy
  • US Department of Energy's LNG Handbook for emerging African producers
  • Case Studies from assisting Nigeria in monetization of gas


Confirmed Speaker:

  • Taylor Ruggles, Regional Energy Counsellor for Africa, US Dept. of State

12.00 - Development Models and Energy Infrastructure: Catalysing New Demand and Unlocking Domestic Resources

  • Tomorrow’s Energy Outlook: How can development models for power in all future GTP markets be adapted as oil and coal are displaced?
  • Where does the industry need to invest to catalyze new demand and is investment in energy infrastructure the answer?
  • Can LNG import be a bridge to unlocking domestic resources for countries with major discoveries?
  • What mechanisms are needed to integrate the necessary gas import infrastructure, including floating storage regasification units (FSRUs), and gas to power plant projects in Southern Africa?


Confirmed Keynote: 

  • Jerome Milongo, VP Greenfield LNG Origination, Africa, BP 


Confirmed Speakers: 

  • Frederik Smits van Oyen, Vice President - Origination and Marketing, Cheniere
  • Erik Wandrag, Senior Transaction Advisor, Power Africa
  • Kishan Pillay, Director: Up- and Midstream Oil & Gas, DTI



13.15
 -
Networking Lunch

14.15 - Finance and Investment: Mobilising Private and Public Capital - Unlocking Improved Value for Capital Expenditure and Filling the Funding Gap

  • Credit enhancement: Understanding the tax exemptions behind PPAs that can drive gas development  
  • What risk elements do investors and financers have to consider when acquiring or developing energy and infrastructure assets?
  • How does the risk/return profile for GTP investing differ from pure upstream investing?  What opportunities are LPs and Private Equity looking for?
  • PPA/IPP: Developing strong power purchase agreements that enables cost recovery and investor protection
  • Highlighting the differing considerations needed between small and large-scale projects (early stage risk, long dated PPA – good structuring – indexing in hard credit) 
  • Extolling the virtues of counterparty credit and fair pricing to ensure projects are investable for pension and infrastructure funds
  • Understanding hedging strategies to mitigate currency risk and foster GTP investment
  • Regional vs. international lending for gas to power projects - overcoming challenges of debt markets for energy– supply side and demand side challenges (cost of debt, credible off takers and regulatory markets)
  • Highlighting which liquefaction projects will likely get to FID in 2017?  What critical commercial threshold has to be met before FID?


Confirmed Speakers: 

  • Lisa Pinsley, Director Energy, Actis
  • Vuyo Ntoi, Regional Director Southern and Central Africa, AIIM
  • Keith Webb, Investment Director, Rand Merchant Bank
  • Nicolas Pitiot, Investment Director, CDC Group
  • Mohamed Rali Badissy, Senior Attorney for Energy and Finance, Office of the General Counsel, U.S. Dept. of Commerce

15.15 - Networking Afternoon Coffee Break

16.15 - Funding the South African Gas IPP Programme: Should a Collective Approach Be Used?

  • Can the “Scaling Solar” approach developed by the IFC for the Zambian Solar IPP Program be used to fund South Africa’s Gas-to-Power Program? 
  • Successfully accessing and leveraging DFI involvement (Direct loans, Mezzanine debt and Equity)
  • How can the capital markets assist in funding the development of Gas infrastructure?
  • Charting the importance of Multilaterals in providing political risk insurance and other credit enhancements given the risk of downgrading
  • Highlighting the well-structured Gas IPP programs that are providing opportunities for initial investment in other developing markets
  • Externalising country and private capital risk - is there a requirement for credit enhancement to cover political and commercial risks?


Confirmed Speakers: 

  • Jonathan First, Head Syndication Finance, DBSA
  • Marcel Bruhwiler, Principal Investment Officer, IFC
  • Mike Peo, Head: Infrastructure Project Finance, Nedbank
  • Peter Purkl, Director, KfW IPEX-Bank GmbH
  • Shaad Ebrahim, Transactor, Debt Capital Markets, Standard Bank

17.15 - End of Day One


Assembly Day 2: Wednesday, 17 May 2017

GTP, LNG and IPP Case Studies
 

09.00 - Production and Supply Security: The Upstream Gas Supplier - Creating Models for Partnership with the Downstream Power Sector

  • Marrying investment horizons of gas fields with financing realities of gas fired power generation? What lead times are needed to bring on board more indigenous gas?
  • What regulatory environment is required to encourage investment in each stage of the project value chain in gas-to-power?
  • Financing and developing dynamic growth in smaller scale GTP – the benefits of modularity and flexibility
  • The benefits of production sharing agreements (PSA) and off take considerations
  • Power transmission capacity to load centres – what can the upstream provider realistically expect? Priority of use?


Confirmed Speaker: 

  • Maarten Van Der Horst, Head of Business Development Africa, ENGIE



10.00 - 
Progress & Delivery on the Continent: Pioneering Technology and Innovation

  • Fostering tighter relationships with gas companies to bring resources online faster - Removing pressure on upstream companies to develop the entire gas value chain
  • Creating regional gas hubs to provide sufficient feedstock – the relationship between upstream and downstream sectors
  • The technology pioneers breaking boundaries to progress - the GTP technical approach, and country specific considerations in the energy landscape
  • Enabling renewables on the grid - the future of gas


Confirmed Speakers: 

  • Bruno Morgado, CEO, Matola Gas Company
  • James Hughes, Director of BD and Strategy, Fluor
  • Lynn Rubow, Director, Power, Sub-Saharan Africa, Worley Parsons
  • Nosizwe Dlengezelemotsitsi, Executive, GE Gas Power Systems
  • Sabine Dall’Omo, CEO, Siemens

11.00Networking Morning Coffee Break

12.00 - LNG Case Study: Innovations in LNG and Power Delivery

  • What is the long-term view of the change in LNG import country mix? Has OECD Asia’s LNG demand peaked? What markets have over contracted LNG?
  • Global update on harness waste heat to drive renewed profitability for operators - new technology and advanced software controls
  • Adding flexibility to the energy mix – Floating LNG Power Station (FLPS)
  • What impact will smaller projects have for LNG players, and the future development of large scale LNG projects

Confirmed Speaker:
 
  • Ezekiel Adesina, Snr Business & Strategy Analyst, Nigeria LNG

12.30 - Gas Project Case Studies: Africa and Learnings from the Global Context – What Role Will Africa Play in Future Gas-to-Power and What can be Learnt from other Continents?

  • Projects Panel: Assessing the next era of LNG/FLNG/FSRU Players and Projects
  • Lessons learnt from North Africa, South America and Asia around FSRU – forecasts and considerations as markets switch to natural gas generation
  • Upcoming project pipelines in the region, the role of government in developing projects and how projects will be tendered


13.00
- Networking Lunch

19.00 *** Industry Awards Gala Dinner ***

Upcoming Events

5 April 2017
St Regis, Mexico City, Mexico
16 May 2017
Cape Town International Convention Centre, Cape Town, South Africa
1 June 2017
Hotel Arts, Calgary, Canada
noc-assembly
12 June 2017
The Westin, Paris, France

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