Assembly Day 1
Tuesday, 17 May 2017
09.15 - Host Country: Ministerial Welcome and Update
- An update on the Request for Proposals for South Africa’s Gas to Power (RFQ and RFP Timelines)?
- What mechanisms are needed to integrate the necessary gas import infrastructure, including floating storage regasification units (FSRPs), and gas power plant projects?
- Where next for the regions energy policy that will foster the next wave of investment?
09.30 - Ministerial Plenary: What Is The Global Gas Market Outlook And How Does It Impact The African Market?
- Executing in the middle – maximising the abundance of new natural gas resources and affordability to create perpetual energy growth
- Energy Outlook - understanding the challenge is to adapting development models for power in all future GTP markets
- Supporting a solid energy strategy - cost-reflective tariffs, PPAs, LNG supply purchase, risk allocation, regulators
- Anchor systems – aligning the ecosystems investment timing, creating gas economies, price considerations and reducing the cost burden on host governments
10.30 - Extended Networking Morning Coffee Break
11.30 - Finance and Investment: Mobilising Private and Public Capital - Unlocking Improved Value for Capital Expenditure and Filling the Funding Gap
- Credit enhancement, tax exemptions behind power purchase agreements that can drive gas development
- What risk management consideration do investors need to and do make when acquiring or developing energy and infrastructure assets?
- Difference considerations between small and large-scale projects (early stage risk, long dated PPA – good structuring – indexing in hard credit)
- Counterparty credit – fair pricing and making projects investable for pension and infrastructure funds
- Overcoming the challenges of a shortage of well structured projects
- Hedges strategies to mitigate the currency risk and foster gas to power investment
11.45 - Current Market: Energy Portfolio Development
- Levels of activity of M&A – where are the well-structured assets that are providing opportunities?
- Partnering with local developers and bringing projects to fruition - plugging in international service provides
- 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)
- Financing upgrades vs. new-builds
- Exits and returns - what is the current and future outlook for exits and distributions in the gas to power sector? How do emerging markets differ from those in Europe and North America?
12.45 - Networking Lunch
14.00 - Impact of Multilateral Development Finance Institutions (DFI): Supporting Bankable Gas to Power Projects
- Successfully accessing and leveraging DFI involvement (Direct loans, Mezzanine debt and Equity)
- Externalising country and private capital risk - the trade-offs between grants and loans in development financing
- Attracting earlier-stage capital – what is possible in order to secure long-term debt for gas to power projects?
15.00 - Extended Networking Afternoon Coffee Break
16.00 - Gas Economics and Pricing Stream: Destination clauses, volume flexibility and hybrid pricing
- How does the risk/return profile differ from pure upstream investing? What opportunities are LPs and Private Equity looking for?
- PPA/IPP – developing strong power purchase agreement that enables cost recovery and investor protection
- Impact of LNG BTU pricing as Brent prices increase
17.00 - Close of Conference Day One
Assembly Day 2
Wednesday, 18 May 2017
Gas Infrastructure, Project Financing & Investment Potential
09.30 - Progress & Delivery on the Continent and Impact on Southern Africa
- 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 downs tram sectors
- The technology pioneers breaking boundaries to progress - GTP technical approach, and country specific considerations in the energy landscape
10.30 - Networking Morning Coffee Break
11.00 - Technology and Innovation: Innovations in Gas Power Generation Technology
- 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)
11.15 - Gas Project Case Studies: African and Global Context
- Projects Panel: Assessing the Next Era of LNG/FLNG/FSRU Players and Projects
- Lessons learnt from Egypt, South America and Asia around FSRU – forecasts and considerations as markets switch to natural gas generation
- Environmental and social impact assessment
- Upcoming project pipelines in the region, the role of government in developing projects and how projects will be tendered
- Modernize existing plants to be able to support the changed operating regimes
12.15 - Networking Lunch
13.15 - Production and Supply Security: The Upstream Gas Supplier – Creating Models for Partnership with Downstream Power Sector
- Marrying the investment horizons of gas fields with the financing realities of gas fired power generation? Lead times to bring on board more indigenous gas
- What regulatory regimes can be used to encourage investment in each stage of the project value chain in gas-to-power?
- Financing and developing dynamic growth in smaller scale GTP - modularity and flexibility
- Production sharing agreement (PSA) and off take consideration
- Power transmission capacity to load centres – what can the upstream provider realistically expects?
14.00 - IPP’s: Lessons from Africa, Latin America and Asia
- Challenges and accounting issues faced by IPPs - pre-financial close, financial close, development/construction and operation
- Insights into basic derivative financial instruments that may be used by IPP
- Differences in doing business in Africa vs. other parts of the globe
15.00 - Extended Networking Afternoon Coffee Break
16.00 - LNG and Power Trading: Ensuring high quality counterparts
- Utilising LNG and FSRU’s as part of a wider gas to power portfolio, off take agreements, enhancing the gas transmission system and compression stations
- How does the on-going imbalance between supply and demand will create good opportunities for LNG traders and transport?
- Adapting to delivering LNG in smaller packages over shorter time frames – how does the industry respond to new generation demands?
- Supporting large scale point-to-point transactions and spot market around the world
- Developing security and supply through the enhancement of power pools -
- Mobilising investments for intra-regional infrastructure - how can the region boost energy trade within the power pools and between the power pools? How do we invest in interconnections to overcome shortages of trading options?
- Power Purchase Agreements (PPAs) and other contractual and regulatory issues in relation to gas and power trading
19.00 *** Industry Awards Gala Dinner (night) ***
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