2023年非洲天然气报告（英）

GasforAfrica ASSESSINGTHEPOTENTIALFORENERGISINGAFRICA 1 Endorsedby 2GasForAfrica Acknowledgements TheGasforAfricareportwaspreparedbyHawiltiLtdinpartnershipwiththeInternationalGasUnion(IGU). Thereportisbasedonmarketresearch,publiclyavailabledata,andresearchinterviewsconductedbyHawiltiLtd.withvariouspublic-andprivate-sectorexecutivesacrossAfrica.ItengagedtheAfricanUnion’sAfricanEnergyCommission(AFREC)andtheAfricaFinanceCorporation(AFC),whichhaveprovidedcriticalinsightsandendorsedthereport’skeyfindingsandconclusions. Wereceivedvaluableinputsfromnumerousexpertswhosecontributionsandreviewhelpedtodevelopandshapethisreport,including: •RashidAliAbdallah,ExecutiveDirector,AfricanEnergyCommission(AU-AFREC); •TaiwoOkwor,VicePresidentNaturalResources,AfricaFinanceCorporation(AFC); •HalimaAbba,AssociateVicePresident,AfricaFinanceCorporation(AFC); •CharlesNyirahuku,ChiefGasOfficer,AfricanDevelopmentBankGroup(AfDB); •AdlyKalafi,VicePresidentforAfrica,TAQAArabia; •Dr.YangLei,ChairoftheIGUCoordinationCommittee; •BenoîtdelaFouchardiere,GroupGeneralManager,Perenco; •JohnSmelcer,ManagingDirectorBusinessDevelopment,Globeleq; •PaulEardley-Taylor,HeadofOil&Gas-SouthernAfrica,StandardBank; •JeanCraven,CEO,BarakFundManagement; •KarimShaaban,ManagingDirector,RosettaEnergy; •AudreyJoe-Ezigbo,Co-Founder&DeputyManagingDirector,FalconCorporation; •SumeetSingh,CEO,PowergasNigeria; •JamalAkinade,Founder&CEO,BridportEnergy; •HassanaMbeirick,CEO,Meen&Meen. Wearedelightedtowelcomeyoutothisimportantreport,producedjointlybytheInternationalGasUnionwithHawiltiLtd. Africaishometoeveryfifthhumanon theplanet;ithastheyoungestandfastestgrowingpopulationwiththelowestenergyaccesslevelintheworld.Italsohasclose toonetenthoftheworld'sprovennaturalgasreserves. GascanplayamajorroleindeliveringasecureandsustainableenergyfutureforAfricaandcanenableajustenergytransition,whichstartswithenergyaccess.AccesstomodernenergyinAfricaisimperativeforitsdevelopment, successfullyusingnaturalgastoproduceelectricityandserveotherkeyenergyneeds,mostAfricansstillhavenowaytoaccessAfrica’sgas.Thelackofdelivery,storage,andaccessinfrastructure,togetherwithsmall,remote,andoftenruraldemandcentreswithoutestablishedenergymarkets,formasetofcomplexchallengesforgasification. However,ascomplexasthechallengesare,thereareachievablesolutions,manyofwhichhavebeendemonstrated successfullocalexamples,someof endorsementsofthisreport’sfindingsbytheAfricanUnion’sAfricanEnergyCommissionandtheAfricaFinanceCorporation.Theanalysispresentedinthesubsequentsectionsassesseskeydrivers,potential,barriers,andsolutionsfordevelopingnaturalgas LiYalan President valuechainsinAfrica.Wehope thatreaderswillfinditvaluableandthatthisreportwillplayanimportantroleinenrichingtheunderstandingofthescaleofdomesticandglobalopportunityforAfrica’sgasandfuturegasmarkets. itsabilitytorespondtoclimatechange,andforgraduallydecarbonisingitseconomies.Gasisoneofthekeystounlockingthisaccess,anditisalsoakeysourceofflexibilityandreserveenergyneededforintegratinglargeamountsofvariablerenewables.Usingitsgasresourcestogetherwithrenewableenergytechnologies,Africacanbuildenergysystemscompatiblewithaclimate-orcarbon-neutralfutureandunderpinthecontinent’ssustainableeconomicdevelopment. MostofthegasdevelopedinAfrica todatehasbeenexported.WhileseveralAfricancountrieswiththemostadvancedenergynetworkshavebeen whichareexploredinthisreport. ItisalsoimperativethatAfrica’sgasindustryisfuture-ready,whichmeansminimisingoreliminatingvaluechainemissionsofnaturalgasandapplyinginfrastructuredesignstodaywhicharereadyfordecarbonisationinthefuture. Thereareclearopportunitiesto future-proofnewprojectsandmaximisethesustainabilityvalueofexistingnaturalgasprojects,includingactionstoeliminateflaringandmethaneemissions. Finally,forgasopportunitiestoberealised,domesticcooperationandlocalleadershipwillbecritical,andwearemostgratefulfortheinvaluable InternationalGasUnion AmelGrabsi Partner&HeadofWestAfricaHawiltiLtd RoleofNaturalGasinAfrica’sJustEnergyTransition TheAfricanUnionattachesgreatimportancetotheimplementationofambitiousenergygoalsdesignedtobuildresilientenergyinfrastructureonthecontinent.The41stOrdinarySessionoftheExecutiveCounciladoptedtheAfricanCommonPositiononEnergyAccessandJustEnergyTransition,onthe15thofJuly2022,acomprehensiveapproachthatchartsAfrica’sshort-,medium-,andlong-termenergydevelopmentpathwaystoaccelerateuniversalenergyaccessandtransitionwithoutcompromisingitsdevelopmentimperatives. Therefore,theAfricanCommonPositionencouragesstrikingabalancebetweenensuringaccesstoelectricitytocatalysingmuch-neededsocio-economicgrowthinAfricaandsmoothlytransitioningtowardsanenergysystembasedonrenewable bringingaboutsocio-economicdevelopmentandmitigatingclimatechangethroughitsabilitytoreducegreenhousegasemissionswhensubstitutingcoal,oilandbiomass. ProvennaturalgasreservesinAfricaareestimatedtobeatleast18Tcm,about8.8%oftheworld’stotal.TheyareconsiderableinNorthern(45%)andWestern(32%)Africaespecially,andcommercialquantitiesofnaturalgashavebeenfoundinmanyAfrican