Lunch'n Think Webinar: How can we responsibly source more gas in Southern Africa?

...in our Brave New World, gas developments must be low cost, low carbon, high ESG - all 3!! 0

Friday, May 21, 2021, Webinar, Online

How can we responsibly source more gas in Southern Africa? This webinar looks at potential for new gas production onshore, ways future projects should be approached, and how to keep local communities engaged. Structure - 3 x 10 min presentations followed by discussion.

ONSHORE GAS EXPLORATION

The Karoo formations onshore in Southern Africa, stretching across South Africa, Namibia, Botswana and Zambia, are believed to hold 30 to 390 TCF in South Africa alone. In addition, there are large amounts of coal bed methane. How can this be produced responsibly? - David Bamford

RESPONSIBLE PRODUCTION

How should future oil and gas development projects in Southern Africa keep both development costs down and eliminate Co2 / CH4 emissions and flaring? What are the best approaches to remote operations, electrification, eliminating emissions and embracing CCS? - Greg Coleman

LOCAL COMMUNITIES

How do we achieve a "Just Energy Transition" - ensuring local communities are not adversely disrupted and benefit from the developments? - John McCarthy


Webinar introduction from David Bamford:

What do we mean by Responsibly Sourced Gas?

1. A question that we need to examine carefully is whether the US ‘shale gale’ can be exported to other countries.

Back in 2013 the US EIA assessed 137 shale formations (in 95 basins) in 41 countries outside the USA where significant volumes of shale gas resources might be found. Essentially this was a ‘bottom up’ exercise collating large amounts of reported data but if you look at the list, it almost entirely confirms a now known ‘top down’ truth – that prolific oil or gas shales had already fed a major conventional oil or gas province. So unsurprisingly the US, Russia, Algeria, China figured in the ‘top 10’ countries for technically recoverable shale gas.

But….. there are some ‘frontier’ regions and countries in the list, mainly of a smaller scale and so further down the ranking. However, Southern Africa contains one ‘top 10’ potential resource sequence, the Karoo, which is believed to hold 30 -390 Tcf in South Africa alone (and the Karoo formations stretch into Namibia, Botswana and Zambia).

Note however the Petroleum Agency of South Africa comments on the lack of geophysical and geochemical data!

In addition, in South Africa, Coal Bed Methane is well known from its occurrence in underground coal mining, where it presents a serious safety risk.
The coal deposits in South Africa are found within the Karoo basin and fault bounded rift basins further north. These basins are host to large volumes of coal and where the coal is concentrated with methane gas, this holds potential for significant future sources of energy.

David Bamford of Future Energy Partners will consider the ‘realities’ of unconventional gas in the Karoo from Namibia and Zambia and into South Africa.

2. Any future oil & gas development, anywhere in the world and whether offshore or onshore, faces the twin challenges of:

• Being at the front of the cost curve so that it is viable at foreseen oil or gas prices

and

• Being low or even zero carbon by eliminating both CO2 and CH4 emissions, and flaring.

Gas discoveries offshore Southern Africa are not excused from this expectation!

Technology supplies the means to achieve these two seemingly contradictory objectives.

For example, offshore developments themselves need to have embraced Remote Operations, Electrification (eliminating CO₂), and elimination of ‘cold venting’ and ‘fugitive’ emissions. Use of the gas onshore for Gas-to-Power needs to embrace Carbon Capture & Storage.

Greg Coleman of Future Energy Partners will outline such cost-leading ‘decarbonising’ developments.

3. Much of what is being discussed in this ‘Southern Africa’ series of Webinars relates to the various sources of energy that may be deployed to effect what might be termed a Just Energy Transition – which might be defined as an Energy Transition that leaves nobody behind. On the one hand, this is about relieving the widespread ‘energy poverty’ in the region but on the other that, as onshore activities proliferate – for solar, offshore wind, geothermal and unconventional gas projects – local communities are not adversely impacted, disrupted, even ‘moved out’.

It is a common observation that most companies fail to demonstrate how their corporate-level management standards are translated into actions and engagement on the ground, where it matters to society, to the local population. Often there is a striking mismatch between corporate-level commitments and systems on the one hand and project/operational-level action on the other, on issues of primary importance to the region. Think RTZ!!

Rob Palfrey of Minerva SRM - which provides bespoke social risk management services to companies operating in the most challenging social, political and conflict-affected settings – will address this topic.

Agenda

13:00 David Bamford - Director - Finding Petroleum Video of the whole webinar David Bamford is well known around the oil & gas industry both as an explorer and a geophysicist. He holds a Physics degree from the University of Bristol and a Ph.D in Geological Sciences from the University of Birmingham. Since 2004, he has been a non-executive director at Tullow Oil plc, being recruited for this position especially for his exploration knowledge. He serves on the Nominations and Remuneration Committees, and was chairman of the latter, and Senior Independent Director, for 3 years prior to his retire from the board at the end of April 2014. He was on the board of Premier Oil from May 2014 to May 2016. He retired from BP plc in 2003, his last four positions being Chief Geophysicist (1990-1995), Business Unit Leader (General Manager) for first West Africa and then Norway (1995-1999), and finally Head of Exploration until 2003. He has served on the boards of Paras Ltd, a small exploration and IS/IT consulting company in which he held 22% equity, until its sale to RPS Energy in 2008 and Welltec a/s, a Danish well engineering company, as the nominee of the private equity investor Riverside. From 2012 to 201 he was on the board of ASX-quoted Australia Oriental Energy as a non-executive director. He was a founder of Richmond Energy Partners, a small oil & gas research house, and several media companies that focus on the oil & gas sector, and has served as an advisor to Alliance Bernstein, Opus Executive, the Parkmead Group plc, and Kimmeridge Energy LLP. Since retiring from BP, he has undertaken asset and company valuation projects for investment banks, hedge funds and small oil companies. Finding Petroleum Finding Petroleum was established to help the oil and gas industry network, and stay up to date on the latest technological developments. It does this via hosting regular events and with an online social network of nearly 10,000 members.

13:00 David Bamford - Director - Future Energy Partners Ltd A gas future for South Africa? Talk Description. The thrust of my presentation is that Southern Africa has an abundance of Gas. Clearly this is true of offshore Mocambique where major gas resources are present sufficient to feed several LNG trains. As Neil Hodgson of Searcher Seismic highlighted in his webinar presentation on April 30th, offshore Namibia and South Africa there’s the potential for 3 “Super Basins” – the Orange, the Outeniqua and the Natal, the first with proven gas reserves in the well known Kudu Gas Field, the second with the potential for at least 10 TCF of gas (condensate) as demonstrated by Total’s 2019 and 2020 wells. Thinking about onshore, back in 2013 the US EIA assessed 137 shale formations (in 95 basins) in 41 countries outside the USA where significant volumes of shale gas resources might be found. According to this assessment Southern Africa contains one ‘top 10’ potential resource sequence, the Karoo, which is believed to hold 30 -390 Tcf in South Africa alone (and the Karoo formations stretch into Namibia, Botswana and Zambia). Note however the Petroleum Agency of South Africa comments on the lack of geophysical and geochemical data! In addition, in South Africa, Coal Bed Methane is well known from its occurrence in underground coal mining, where it presents a serious safety risk. The coal deposits in South Africa are found within the Karoo basin and fault bounded rift basins further north. These basins are host to large volumes of coal and where the coal is concentrated with methane gas, this holds potential for significant future sources of energy. David Bamford is well known around the oil & gas industry both as an explorer and a geophysicist. He retired from BP plc in 2003, his last four positions being Chief Geophysicist (1990-1995), Business Unit Leader (General Manager) for first West Africa and then Norway (1995-1999), and finally Head of Exploration until 2003. He has undertaken asset and company valuation projects for investment banks, hedge funds and small oil companies. He has been a board director of Tullow Oil and Premier Oil. He holds a Physics degree from the University of Bristol and a Ph.D in Geological Sciences from the University of Birmingham. Future Energy Partners Ltd Future Energy Partners (FEP) is a unique oil and gas advisory service which prides itself on technical excellence in selected fields and supplementing business management and leadership; in the face of uncertainty. We offer truthful, professional opinion and advice; no playback of what you already know, and no spin. FEP was founded by 4 senior industry practitioners who consider the challenges faced by today's oil and gas environment are going to require herculean acts of leadership and technical skill in a transforming, transitioning, industry, in order to maintain an energy supply that is sustainable and even recognisable compared to recent history. Similarly nations developing an oil and gas industry face related challenges as they seek to maximise the benefits of this new wealth-creating opportunity - in a responsible manner. Global reach FEP actively participates in the facilitation and conduct of seminars and webinars worldwide, for example in conjunction with its associate partner Finding Petroleum. Our presence reaches parts of the globe, such as: the UK, the USA, Sub-Saharan Africa, with partners wherever we work.

13:15 Greg Coleman - - Future Energy Partners Ltd Winning on Low Cost & Low Carbon Greg has over 40 years experience in the oil and gas industry including over 30 years experience with BP plc following which he served as CEO of a private equity backed company he co-founded called Canamens and subsequently as CEO of a listed company on the London Stock Exchange called Independent Resources plc subsequently refinanced and renamed now called Echo Energy plc. At BP, Greg served as Business Leader for BP Norway, Head of Investor Relations and finally as group Vice President for Health, Safety, Security and Environment at global remit before retiring in 2006. Future Energy Partners Ltd Future Energy Partners (FEP) is a unique oil and gas advisory service which prides itself on technical excellence in selected fields and supplementing business management and leadership; in the face of uncertainty. We offer truthful, professional opinion and advice; no playback of what you already know, and no spin. FEP was founded by 4 senior industry practitioners who consider the challenges faced by today's oil and gas environment are going to require herculean acts of leadership and technical skill in a transforming, transitioning, industry, in order to maintain an energy supply that is sustainable and even recognisable compared to recent history. Similarly nations developing an oil and gas industry face related challenges as they seek to maximise the benefits of this new wealth-creating opportunity - in a responsible manner. Global reach FEP actively participates in the facilitation and conduct of seminars and webinars worldwide, for example in conjunction with its associate partner Finding Petroleum. Our presence reaches parts of the globe, such as: the UK, the USA, Sub-Saharan Africa, with partners wherever we work.

13:30 John McCarthy - head of research - Minerva SRM ESG: Words into Action – Actions into Words? Talk Description. Do ESG metrics represent a company’s policy commitments, or the impact that their activities have on the ground? Of course they should be one and the same thing, but often they are not. To understand why this is so, a different way of viewing the challenges is required and a complex adaptive systems approach can provide this. This can be uncomfortable as it includes reflecting the realities of local contexts in policies and being bluntly honest when reporting risk. The good news is that companies can often fall back on living their values when grappling with such issues, assuming those values are more than an exercise in public relations. John is Minerva’s Head of Research with a background as a professional Conflict and Political Risk Advisor. John has worked in this capacity in both the private and public sectors, including for ExxonMobil and the UK Stabilisation Unit. He also spent time as a foreign correspondent writing for the Economist and the Guardian amongst others. John is a visiting academic at Linacre College, Oxford University and speaks Persian, Russian, French and German. John has worked widely across central and southern Asia as well as Uganda, Mexico, Nigeria and Russia Minerva SRM

13:45 Q&A

14:00 Close

Sponsors of this event

Registered Delegates

Mike Cooper MD 1st Subsurface United Kingdom	Greg Szutiak CTO GeoX Energy Canada	Richard Walker Geophysical Consultant Richard Walker Geoscience Ltd United Kingdom
Tony Paul MD ACES Trinidad and Tobago	Jon Ferrier CEO Gulf Keystone Petroleum United Kingdom	Liane Butcher Marketing RPS United Kingdom
Gordon Stove Co-Founder & Managing Director Adrok United Kingdom	Charlotte Jones Senior Engineer HSBC United Kingdom	Jason Canning Principal Advisor RPS United Kingdom
Patrick Barnard Director APT UK United Kingdom	Lawrence Jackson Senior Account Executive IHS United Kingdom	Martin Smith Business Development Manager - Operations RPS Energy United Kingdom
Paul Mullarkey Managing Director Auriga Energy United Kingdom	Analene Enslin Technical Research Principal IHS Markit South Africa	Kyle Hodge Senior Technical Research Analyst II S&P Global United Kingdom
George Booth Partner BoothLaw United Kingdom	Philip Birch Director Impact Oil and Gas United Kingdom	Rajan Gupta NV/BD sasol United Kingdom
Vijay Tandon COO Burmah OIl Company United Kingdom	Nick Steel Consultant Independent United Kingdom	Isabel Asenjo Reservoir Engineer Sasol Petroleum International United Kingdom
Carl Fredrik Gyllenhammar GeoScientist CaMa GeoScience AS Norway	Neil Simons Consultant Independent United Kingdom	mjxqghsmzx wbsffbrpvp zlnxtefevp sdjtvmafgs
Rebecca Bolton Project Geoscientist CGG United Kingdom	Abimbola Durogbitan GM Geosciences Independent Consultant/Nigerian Association of Petroleum Exolorationists UK/EUROPE COORDINATOR United Kingdom	Mike Rego Managing Director Septima Energy Pte. Ltd. United Kingdom
Peter hendry NED Chukar Energy United Kingdom	John Griffith Upstream Advisor JJG Consulting International Ltd United Kingdom	Denis MOUGENOT Chief Geophysicist - retired as consultant Sercel-retired France
John Glass MD Cloverfield Consulting Ltd United Kingdom	jarryd thomas Equity Analyst JP MORGAN South Africa	Aaron Lockwood Software Sales Manager - EAME Shearwater Geoservices United Kingdom
David Evans Director Corpress United Kingdom	Pom Sabharwal Region Technical Sales & Solutions Manager - Europe, Eurasia & Sub-Sahara Africa Landmark - Halliburton United Kingdom	Sigve Hamilton Aspelund Independent consultant Sigve Hamilton Aspelund Norway
Rick Donoghue Director Crescus Ltd. United Kingdom	Mark Jones Director - Sales & Business Line Logstor United Kingdom	Ewan Whyte Technical Director SLR Consulting Ltd. United Kingdom
David Boote DBConsulting Ltd United Kingdom	Alan Smith Director Luchelan Limited United Kingdom	Chris Holmes Sales Manager Stratum Reservoir United Kingdom
David Wotherspoon Director Energy and Water Associates United Kingdom	Mike Larsen Director Metastream Ltd United Kingdom	Aidan Joy Consultant Suilven Oil & Gas Ltd United Kingdom
Ben Minshell Geoscientist Eni United Kingdom	Adrian Gregory Principal Consultant MORE Consultancy Ltd United Kingdom	Anupam Jain SUN Group United Kingdom
Jimmy Boulter Regional Manager Enverus United Kingdom	David Grassick CEO Oil & Gas Enterprises Ltd United Kingdom	Catalina Wallis Senior Risk Engineer Swiss Re United Kingdom
Avinga Pallangyo Events Coordinator Finding Petroleum	Andrew Foulds Director Petrafiz Ltd United Kingdom	BRIAN TEMLETT President SYRIANA VENTURES France
Charles Czajkowski Business Development Manager Fugro United Kingdom	Answa de Lange Asset Manager PetroSA South Africa	Brian McBeth Managing Partner The Oxford Consultancy Group United Kingdom
Gabriela White Business Services Manager Future Energy Partners United Kingdom	Kevin Sylvester Director Pinnacle Energy Limited United Kingdom	Iain Esau Upstream United Kingdom
Greg Coleman CEO Future Energy Partners United Kingdom	Richard Herbert Director R Herbert Associates United Kingdom	Piran Mazaheri Project & Engineering Manager Victoria Oil & Gas plc United Kingdom
Andrew Shrager Geodynamics Worldwide Italy	Steven McTiernan Retired United Kingdom	Ugur Algan Director Volantice Ltd. United Kingdom
Robert FE Jones Director Geoko Ltd United Kingdom