AGIS 2024 - 天然气发电 - 挑战与机遇 - 天然气联盟.pdf

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1、Africa Gas Innovation Summit,June 13th,2024Gas to Power-CHALLENGES AND OPPORTUNITIESNii Darko K.AsanteChairman,Executive Council13thJune 20241Our estimates show an increase from Africas 2023 natural gas output of about 265 Bcm to over 280 Bcm by 2025-NJ Ayuk,African Energy ChamberWidespread Power Sh

2、ortages=Opportunity for Gas to Power?+Major Gas Discoveries in AfricaAccording to the International Energy Agency(IEA),about 600 million people in sub-Saharan Africa lack access to electricity,accounting for nearly 80%of the global total.The ChallengeMassive Investment required Electricity Demand is

3、 FragmentedMany Power Utilities are not“Credit Worthy”The Climate Objection3Gas Infrastructure RequirementsGas Processing FacilitiesGas Export Infrastructure Transmission Pipelines and Auxiliary Facilitiesor Liquefaction plant(LNG)assured market for gas required4Power Infrastructure RequirementsGas

4、Fired Power Plants(to consume power)Gas purchase contracts secure investment in gas infrastructurePower sale contracts secure investment in power plants Power Transmission&Distribution Facilities Ready to deliver power to consumersassured market for powerrequired5 2024 INTEGRITASLTD6Government Inves

5、tment motivated by development imperative African governments face challenges in raising funds High debt levels Alternatives:Barter arrangements/BOT/BOOT The China FactorPrivate Sector Investment motivated by market/demand for power Without access,there is no demand for power Without demand,no motiv

6、ation to invest in supply So which should come first:-Supply or Demand?Fragmented Power DemandFragmented Power DemandAll Gas-to-Power investments paid from consumer tariff collections7“Credit Worthiness”of Power UtilitiesSource:IEA Statistics OECD/IEA 2018(http:/www.iea.org/stats