Upload
informa-australia
View
1.050
Download
3
Tags:
Embed Size (px)
DESCRIPTION
Cleopatra Shiceka, General Manager Strategy and Planning, Transnet Freight Raildelivered this presentation at the 2012 Heavy Haul Rail Africa conference. Heavy Haul Rail Africa 2014 will cover all the relevant issues including government and resource sector perspectives on future developments in heavy haul rail infrastructure, opportunities to source relevant funding, regulatory progress, challenges in planning and construction, rolling stock requirements, maintenance and capacity enhancement. To view the full agenda and to register, please visit the conference website http://www.railconferences.com/hhrailafrica
Citation preview
PAGE
Content
Waterberg Expansion Strategies
Rail Technologies
Questions
Overview of the Coal System
Introduction
Private Sector Involvement
PAGE
Waterberg Development supports the New Growth Path
2
Contribute directly to the objectives of NGP: • Creation of a favourable and globally
competitive coal mining sector
• Facilitating broad-based participation in
the coal mining sector, and
• Contribution to local and national job
creation targets
Catalytic SIP Programmes
• Waterberg Integrated Development
• Durban-Gauteng Development Region • South Eastern Node & Corridor • Saldanha-Northern Cape Corridor
PAGE
TFR’s role in the Waterberg
3
• Waterberg development is at a critical juncture
▪ Reserves confirmed as strategic:
– Dwindling reserves and qualities in Mpumalanga
– Strategic source to Eskom to ensure security of supply
• TFR plays a pivotal role to unlock logistics infrastructure and support
emerging miners
• Waterberg development dependent on competitive logistics costs to
Eskom power stations and exports to Richards Bay and Maputo
• Opportunity to:
– Introduce new rail standards and technologies to provide a capital and
operationally efficient system
– Provide a new connection to Botswana
PAGE
Content
Waterberg Expansion Strategies
Rail Technologies
Questions
Overview of the Coal System
Introduction
Private Sector Involvement
PAGE
South African Coal Resources
5
Waterberg reserves • Largest remaining coal in SA (> 70%) • Potential to integrate logistics solutions with Botswana reserves
Mpumalanga reserves • Historic coal supply basin • Resources and coal qualities depleting • Strategic shift from Mpumalanga imminent
PAGE
Botswana Coal Resources
Source: Bon Terra
×
×
×
×
×
×
×
×
×
×
×
×
×
× ×
× × ×
Folio 1c Folio 1b Folio 1e Folio 1a Folio 1h
Folio 1g Folio 1d Folio 1f
Folio 1l
Folio 1v
Folio 1h
Folio 1b Folio3r
Folio1f
Folio3t Folio 1j
Folio 1i Folio 1c
Folio3y Folio 1f
Folio3s
Folio 1f
Folio3u Folio3v
Folio1c
Folio 1s
Folio3p
Folio1b
Folio 1p
Folio1d
Folio3w
Folio 1c Folio 1g
Folio 1g Folio 1d Folio 1t
Folio 1o Folio 1n Folio 1h
Folio 1c
Folio 1b
Folio1a
Folio3q
Folio 1e Folio 1r
Folio 1e
Folio 1d
Folio 1u
Folio3a2
Folio 1ab
Folio 1l
Folio 1g
Folio 1c
Folio 1i Folio 1i
Folio 1f
Folio 1x Folio 1q
Folio 1m
Folio 1k
Folio 1aa
Folio3z
Folio 1j
Folio 1w
Folio 1k Folio3a1
Folio 1a
Folio 23a Folio 1y Folio 1z
Folio 1a
Folio 1a
PL158/2007 Folio 34b
Folio 1e
PL077/2006 PL076/2006
Folio 1ac
Folio3a4
PL056/2005 Folio 34e
Folio 34c
Folio 29e
Folio 34d Folio 34a
PL026/2007
Folio1e
PL035/2005 PL037/2005
PL025/2007
PL105/2007 PL055/2007
Folio 23c
PL054/2007 PL048/2007
PL035/2007
PL097/2007
PL036/2005 PL053/2005 PL061/2005
PL040/2007 PL060/2005
PL057/2005
PL10
3/200
7 PL038/2007
PL107/2007
PL080/2006
PL110/2005
PL050/2007
PL075/2006
PL106/2007 PL104/2007
PL099/2007
PL036/2007 PL041/2007
PL051/2007
PL074/2006
PL107/2005
PL102/2007
PL079/2006
Folio3x
PL073/2006
PL098/2007
PL106/2005
PL109/2005
PL096/2007 PL049/2007
PL070/2007
PL112/2005
PL081/2006
PL108/2007
PL044/2007
PL108/2005
PL114/2005
PL042/2007 Folio 1j
PL113/2005
PL053/2007
PL111/2005
PL037/2007
Folio1g
PL037/2000 PL046/2007 PL002/2004 PL001/2004
PL039/2007
PL069/2007 PL052/2007
PL232/2007 PL043/2007
PL047/2007 Folio3a3
PL151/2007
PL100/2007
PL231/2007 PL045/2007
PL003/2004 PL230/2007
PL055/2005
PL101/2007
PL054/2005
PL233/2007
PL162/2007 PL156/2007
PL093/2007
Folio 1d
PL152/2007
PL023/2007
PL031/2005
PL153/2007
PL157/2007
Folio 29a Folio 1b
PL027/2007 PL035/2000
PL222/2007
PL150/2007
PL155/2007
PL011/2004
PL022/2007
PL148/2007
PL154/2007
PL032/2007 PL171/2007
PL021/2007 PL078/2006
PL03
1/200
7
PL028/2007
Folio 23d
Gweta
Orapa
Kokong Tshane
Mopipi
Kasane
Gumare
Ghanzi
Shakawe
Tsabong
Jwaneng
Semolale Bobonong
Nxaunxau
Sefhophe
Mmathethe
Maitengwe
Charles Hill
Gaborone
Serowe
Maun
Palapye
Mahalapye
Francistown
Lobatse
Selebi-Phikwe
0 50 100 150
Legend Coal Field Coal & Coalbed Licences
Botswana
Grootegeluk Mine
6
• Botswana’s resources are widespread
• Regarded as the 2nd largest remaining reserve globally
• Mineable quantity & quality to be confirmed
PAGE
Contextualising the Coal System in South Africa
Waterberg Feeder
Coal Backbone System
(North of Ermelo)
Coal Export Line (South of Ermelo)
Swazi Link System
Springbok Flats Coal Fields
Lephalale
Musina
Lothair
Maputo
Komatipoort
Ermelo
Ogies
Pyramid Broodsnyersplaas
Richards Bay
CFM
New Line > 30mtpa
Waterberg < 30mtpa
Limpopo Coal Fields
Waterberg Coal Fields
Mpumalanga Coal Fields
200 wagon 26t/axle 25 kV AC
100 wagon 20t/axle Diesel
100 wagon 20t/axle Diesel
Thabazimbi
100 wagon 20t/axle 25 kV AC
100 wagon 20t/axle 3 kV DC
Future Link
200 wagon 26t/axle 25 kV AC Turf
Tunnel
Horse shoe
Coalfields
Constraints
50 wagon 20t/axle 3 kV DC
Limpopo Coal and Minerals Feeders
PAGE
Transnet Freight Rail Coal System: Planned Capacity and Future Demand
Waterberg Feeder
Coal Backbone System (North of Ermelo)
Coal Export Line (South of Ermelo)
Swazi Link System
Lephalale
Musina
Lothair Maputo
Komatipoort
Ermelo
Ogies
Pyramid
Richards Bay
CFM
New Line > 30mtpa
Limpopo Coal Fields Waterberg
Coal Fields
Mpumalanga Coal Fields
Future Link
200 wagon 26t/axle 25 kV AC
Tunnel
Coalfields
97
23
Network Constraints General Freight New Heavy Haul line: In Feasibility
* 120
80
7 Year Committed
Future Demand
130 250
Limpopo Coal and Minerals Feeders
70
PAGE
South African Coal Rail System Development Investment Requirements
• The SA coal system is an integrated network
• Network capacity is shared with various commodities
• Increase of capacity across all sub-systems to support demand
Projects Completion ETC (un-escalated)
Coal 81Mtpa In progress R 31,6 bn*
Coal backbone 2018 ~R5.1 bn
Coal 91Mtpa + 2018
Swaziland link 2018 #R 5,0 bn
Overvaal tunnel 2016 ~R 2bn
Waterberg feeder Phase 1
2012 to 2018 R 5,1 bn
Waterberg HH line: Phase 2 2020 +R32 bn
(#) Complimentary investment required by Swaziland Rail (*) Infra and Rolling stock – sustaining and expansion, escalated.
PAGE
Content
Waterberg Expansion Strategies
Rail Technologies
Questions
Overview of the Coal System
Introduction
Private Sector Involvement
PAGE
Waterberg Expansion Strategy: Two Phases
Lephalale
Ogies
Pyramid Broodsnyersplaas
Richards Bay
Thabazimbi
Phase 1: Interim phase will deliver an expected 23Mtpa of additional coal capacity by 2018/19 through an upgrade of the existing rail line and power supply systems
Lothair
Ermelo
Existing Line
New Line
Phase 2: Develop a new ~ 450km heavy haul line at 26 tons/axle that will extend the coal line from Ermelo to Thabazimbi
Botswana Link: Provide heavy haul connection from Waterberg into Botswana
PAGE
Waterberg : Phase 1 Upgrade of Existing Lines
Lephalale
Ogies
Pyramid Broodsnyersplaas
Thabazimbi
Lothair
Ermelo
Existing Line
New Line
Six stages for additional ~23Mtpa.
• Single line capacity to be increased incrementally by adding more loops, extending existing loops
• Provision of arrivals/ departure yard at Lephalale • OHTE change-over at Pyramid for dual voltage locomotives
• Electrification of the Thabazimbi – Lephalale section (25kV AC)
• Upgrading of the power supply en- route
• Conversion to 26 tons/axle
• Construction to commence in 2012 up until 2017
PAGE
Why a new heavy haul line for Phase 2?
• Volumes: Primarily Eskom driven
• Current single line via Rustenburg cannot
meet capacity and operational requirements
• Maintenance intensive turf area
• Freight and commuter traffic not compatible
• It is more cost efficient – capital and operational
- to build at HH standards
• Suite of mature HH technologies available
• Upfront energy efficient design for long term
scalability
• SA Inc competitiveness: Create a dedicated
freight corridor to the new coal basin
• Regional integration: Onward connectivity to
Botswana 13
PAGE
Waterberg New Heavy Haul Line: Phase 2 Potential New HH Route (Option 1)
Ermelo
Thabazimbi
Hammanskraal Atlanta
Environmental, social, geology and topography limitations makes finding new alignments challenging but not impossible
• Ruling grade compatible with coal line standards in the loaded direction
• Route length ~ 450km • Thabazimbi to Ermelo – new, 26 tal single line
with 30 long passing loops, 14.7km of single line tunnels and 14.3km of single line viaducts
• Provision of switching stations, SVC’s & feeder transmission line from Eskom for 25kV AC
• 200 wagon trains with head end or DP traction
Hammanskraal to Ermelo Longitudinal section
PAGE
Connecting the heavy haul line to Botswana
Cross border to Botswana
• Three river crossings options
o Two crossings near Stockpoort linking to Mahalapye
o One further south to link to Mmamabula
• ~110km new line • Coal line design standards
3280m wide, 4.1m deep
2844m wide, 3.8m deep
2
1
3
1
3969m wide, 4.8m deep 2
3
PAGE
Route Distance km
ETC (Rbn)
Trans Kalahari
1 500 96
Nacala 2 200 125
Waterberg 970 32
Ore Line Ext 1 600 76
Techobanine 1 100 99
Regional Integration
NAMIBIA
BOTSWANA
MOZAMBIQUE ZIMBABWE
SOUTH AFRICA
Nacala
Richards Bay
Walvis Bay
Saldanha
Transwana/ Techobanine
Maputo
The Waterberg heavy haul line remains the most viable option for Botswana’s coal
reserves to various eastern seaboard ports
PAGE
Content
Waterberg Expansion Strategies
Rail Technologies
Questions
Overview of the Coal System
Introduction
Private Sector Involvement
PAGE
Rail Technologies to be considered in design of new Heavy Haul line
18
Regeneration of power Best opportunities for regeneration is in a downgrade and AC environment
Distributed Power
ECP (Electronically Controlled Pneumatic) braking
Dual-voltage locomotives
Train Authorisation (Train Control)
A suite of rail technologies are available that will improve capacity, operational efficiency, energy efficiency, train handling in challenging terrain, safety, sustainability, etc.
Technologies will be
included in the line specifications
PAGE
Content
Waterberg Expansion Strategies
Rail Technologies
Questions
Overview of the Coal System
Introduction
Private Sector Involvement
PAGE
Private Sector Involvement
• Waterberg heavy haul line is a Regional and National Imperative
• Strong sponsor support at PICC level
• Traditional funding models not adequate
▪ Strong greenfield investment focus
▪ Long term and stable investors required (20 years+) i.e. Institutional
Investors or Multi-lateral SPVs
▪ Debt financing and/or co-financing linked to Annuity Agreements
• Various models for funding of infrastructure and rolling stock to be
considered
• Multi-lateral agreements between sovereign countries critical
• Integration of planning and timing of regional port expansions
critical
20
PAGE
Content
Waterberg Expansion Strategies
Rail Technologies
Questions
Overview of the Coal System
Introduction
Private Sector Involvement
PAGE
Phases 1-6
5 0.9 0.8 1.2 0.3
2.9 4.6 6.7 7.3 12.2
23.4 33.5
7.8 10.8
15.7
15.7
12.3
0
10
20
30
40
50
60
70
80
Year of Phase Availability
Trai
ns p
er D
ay
GFB Coal - Export Thermal Coal Current Phase 1 Phase 2 Phase 3 Phase 4 Phase 5 Phase 6
New Single Line
79Mtpa
57Mtpa
33Mtpa 32Mtpa
17Mtpa 12Mtpa 9Mtpa 3Mtpa
Indicative Waterberg Capacity Ramp-up
Phases 1-6 Capacity : ~23
Mtpa
22
2012 2017 2018 2019 2020 2025 2026 2038 2043 Source: Waterberg FEL 1 Study
New Heavy Haul
Line
Capacity : ~80
Mtpa
23Mtpa
Heavy Haul Line