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GE Energy
AfricaJay Wileman
The content of the attached presentation is the property of the
General Electric Company and is proprietary to the General Electric
Company. Any use, in whole or in part, of the materials without the
written permission of the General Electric Company and its
affiliates is prohibited.
2009 GE EPC AND ENGINEERING SUMMIT
Copyright 2009 General Electric Company
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Increase
Quality of Life for the African Continent and its
people
Copyright 2009 General Electric Company
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3Copyright 2009 General Electric Company
Electricityto enhance
quality of
life
Fuel
to provide
life essentials
Clean waterto sustain
life
Copyright 2009 General Electric Company
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4Copyright 2009 General Electric Company
Regional outlookKey drivers
Access to electricity
rural electrification
Varied fuel sources
limited infrastructure
Water scarcity
rural accessibility
Finance capabilities
resource rich, cash poor
Customer dynamics
Impacted by the crisis
but still growing
Relying on EPC skills
build / own / operate / transfer model
Power additions
9000MW announced
REAL? When?
Localization needs:
BBBEE required for South Africa
Nigeria
local content
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5Copyright 2009 General Electric Company
Africas electricity demand
Source: Africa Development Bank, Clean energy investment
framework 2008Graph : GE Energy Infrastructure outlook June
2009
2009 2012 2015 2020 2025 2030
Africas energy production ~9.5% of the worlds total output
Africa represents 14% of the worlds population but consumes only
3% of the worlds energy
>500 million people lack access to modern energy rural
electricification
rates as low as 2%
Billions of kW hours
504550
613
727
862
1,020
2X by 2030
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Africas oil production and demand
Existing production
New additions
Domestic oil demand
7.1
Mbbl/d
Million barrels of oil per day (Mbbl/d)
* CERA, Oil and condensate production, May 09
The continent holds 10% of the world's proven reserves Africa
exports equivalent to 73% of the continent's oil production It
hosts just 3.3% of global refining capacity The continents 1
billion inhabitants consume 4.5% of U.S. energy per capita
=UAE + Iran
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By region
$95B$95B
$59B$59B
$64B$64B
$35B$35B$61B$61B
By commodityBy customer
$46B+ $8B+$16B+$39B+
10 11 12 13 >14
By scheduled production date
$46B $41B$55B $45B
$124B
$6B$6B
Global mining projects
$72B$52B
$20B$39B
$82B
$55B
Total capex
Iron oreCopper Uranium
Aluminum CoalOther
Anglo
American
VALERio
TintoBHP
Billiton
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Global water demand
Source: Africa Development Bank, Policy for integrated water
resources managementGraph: http://www.globalwaterintel.com
University of Kassel, Germany: Alcamo, J., Henrichs, T. &
Roesch, T.
U.S.
0
5
10
15
20
Keny
aUA
E
Saud
i Ara
biaAl
geria
Kore
aEg
ypt
Spain Ind
iaCh
ina
50.2
62.2
Braz
il
Sout
h Afri
ca
14 African counties are experiencing water scarcity
expected to increase to ~25% by 2025
~65% of the rural population and 25% of the urban population
lack access to safe drinking water
Tunis
ia
Clean water demand will triple
by 2030
Water usage
(in billion cubic meters)
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An energy infrastructure of the futureAfrica has the opportunity
to leap-frog to cleaner technologies
Cleaner, smarter more efficient
Technology
Policy development
New
financing initiative
Training
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10
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Invest in the most important natural resource PEOPLE
Copyright 2009 General Electric Company
Slide Number 1Slide Number 2ElectricityRegional outlookAfricas
electricity demand Africas oil production and demandGlobal mining
projectsGlobal water demandAn energy infrastructure of the
futureInvest in the most important natural resource PEOPLE
