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Issue 490 - 10 September 2023

Gabon energy infrastructure map

Subscriber

Published in September 2023, this one-page map provides a detailed view of the energy sector in Gabon, with separate maps for power infrastructure and oil and gas activity. A small panel provides basic information on population demographics, while four small trend charts for 2016-2024 show real GDP growth, real GDP per capita growth, CPI inflation, and budget balance plus current account.

Gabon
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Sorely-needed investments in the power, mining and energy sectors have been hampered by the putsch in July. With the government heavily dependent on foreign funding, Niamey’s new prime minister will likely struggle to balance the books as sanctions bite, writes Marc Howard.

Niger
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The prospect of military intervention by other countries in the Economic Community of West African States (Ecowas) to reverse Niger’s July coup seems to be receding. The bloc’s commissioner for political affairs, peace and security Abdel-Fatau Musah said on 6 September it had set no deadline for military action and was emphasising diplomacy.

Niger
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Published September 2023, this graphic consists of maps and charts illustrating initial projections from the African Union's Continental Power System Master Plan (CMP). Graphics include a map showing the CMP's main transmissions corridors, a chart showing demand forecasting scenarios for 2021-2040, data on CMP investment costs and supply capacity gap projections, a chart showing exploitable renewable energy potential and a table showing CMP forecasts for inter-regional demand and trade.

Subscriber

Anglo-Australian miner Rio Tinto extended its agreement for the QIT Madagascar Minerals (QMM) ilmenite mine on 22 August, signing a deal with the Madagascar government on revised terms.

Madagascar
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The issue leads with an analysis of the initial projections from the African Union’s Continental Power System Master Plan, which show what an interconnected power market might look like. African Energy reports on an apparent power struggle at Namibia’s national oil company, and reflects on the significance of the long-awaited progress at Guinea’s Simandou and alumina developments, which will require gigawatts of energy and power capacity. The issue focuses on a number of key political developments across the continent. African Energy examines the reaction to the coup in Gabon that has brought an abrupt end to the Bongo family’s decades-long rule and also takes a look at how  power and mining projects are facing in Niger following the July coup by presidential guard commander Brigadier General Abdourahamane Tiani. The issue takes a closer look at the results of Zimbabwe's presidential election and examines the situation in Senegal, where electoral scheming has intensified as President Sall hesitates to name his successor. African Energy also focuses on Nigeria, where after launching seismic subsidy reforms, President Bola Ahmed Tinubu is now aiming to double crude output by 2027. Analysts suggest the new government may be guilty of over-ambition, but Tinubu will be encouraged by the imminent start-up of the 650,000 b/d Dangote plant, which will transform the downstream sector, and a $3bn Afreximbank emergency loan for NNPC. The African Energy View reflects on the key themes and outcomes of the recent Africa Climate Summit (ACS) in Nairobi.

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A $3bn emergency loan secured by Nigerian National Petroleum Company from Cairo-based Afreximbank has reinforced Nigeria’s tight relationship with one of the few multilateral lenders still willing to support oil and gas spending, and underlined Abuja’s urgent need for financial support to underwrite President Bola Tinubu’s reform agenda.

Nigeria
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Angola’s Ministry of Energy and Water has invited engineering, procurement and construction (EPC) contractors to submit bids for the 400kV Huambo-Lubango backbone transmission line.

Angola
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Project bulletin

Kalahari GeoEnergy (KGE) has set a date for the expected commissioning of a 50kW pilot geothermal plant at Bweengwa in Southern Province. The project is Zambia’s first geothermal independent power producer (IPP) and is due to expand to 10MW over time.

Zambia
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Project bulletin

Johannesburg Stock Exchange-listed Northam Platinum is weighing up plans to add more solar PV capacity at its Booysendal, Eland and Zondereinde mines, while also procuring more diesel generators, as it seeks to reduce reliance on the national grid.

South Africa
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Australian Stock Exchange (ASX)-listed Evolution Energy Minerals has signed a three-year deal with China’s BTR New Material Group for 90% of fine flake graphite production from its Chilalo project in Tanzania.

Tanzania
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Namcor’s glitzy headquarters are an indication of its growing influence, following major offshore finds, but there are also signs of an increasingly bitter power struggle, with the suspension of the national oil company’s managing director and the arrest of its chair, writes Our Namibia Correspondent.

Namibia
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Australian Securities Exchange (ASX)-listed Paladin Energy has confirmed that its Langer Heinrich mine in Namibia's Erongo region is on track for a production restart in Q1 2024, following $118m of refurbishment works.

Namibia
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Toronto Stock Exchange (TSX) Venture-listed SRG Mining has said it expects to soon meet the conditions of its $12.7m private placement with China’s Carbon One New Energy Group (C-One).

Guinea
Free

Indian parastatal ONGC Videsh, holder of a 16% net interest in the TotalEnergies-operated Mozambique liquified natural gas (MLNG) development, has provided an update of when it expects force majeure at the 13.1m t/yr project to be lifted.

Mozambique