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We Accelerate Growth

Energy and Power Africa

Cornelis van der Waal

Business Unit Leader - Africa

Sponsored by:

Africa – Did you know ?

$1 trillion Needed over the Next 20

Years to Meet Africa’s Power

Demand

60% The % of Africa’s

Population without

Electricity Access

Of Africa’s Electricity Demand is from the Mining Sector

30% 7 000MW Is needed

Every Year in Africa to Meet

Growth Demand

5.5% Average

Economic Growth

Across the Continent

Is the Additional

Cogeneration Planned for

Africa by 2016

250MW Average

Growth in Genset

Rental On the

Continent

9% 13% Africa Accounts for 13% of the

World's Population, but

Accounts for Only 5% of

Global Energy Consumption

13% Of the Global

Hydro Potential is in Africa (Less than 20% of this

Developed to Date)

Africa’s Share of Global RE Investment in 2011

> 1%

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Energy and Power

So What will Shape this Market?

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A number of countries have been identified as high potential growth areas

Medium Term Country Opportunity Outlook (Africa), 2012-2017

High Growth

Medium Growth

Low Growth

Somalia

South Africa

Mozambique

Egypt

Sudan

Morocco

Nigeria

Ghana

Angola

Zimbabwe

Algeria Libya

Chad Niger Mali Mauritania

Uganda

Ethiopia

Zambia

Tanzania

Kenya

Botswana

Cameroon

Gabon

Equatorial Guinea

Western Sahara

Senegal

Guinea

Sierra Leone

Cote D’Ivoire

Liberia

CAR

Gambia

Guinea Bissau

Benin Togo Burkina

Faso

Republic of Congo

Namibia

DRC

Current RE Mix in Africa (2011)

* Electricity development driven by mineral resources

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Levels of Electrification in Selected African Countries

The Current Level of Electrification is a Good Indicator of Economic Expansion Realities in the Medium Term

High Electricity Access

Medium Electricity Access

Low Electricity Access

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Energy Demand and Supply Analysis – Where are the Gaps?

Africa’s fast growing markets have significant deficits in their electricity supply, a gap which is necessary to fill to fuel its economic growth

MW

Energy Deficit in MW Electricity Demand Percentage Growth for 2011

% Growt

h

Note: South Africa's existing power infrastructure is in need of significant maintenance

0%

5%

10%

15%

20%

25%

0

500

1000

1500

2000

2500

3000

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Where are the Key Projects?

World’s 3rd largest

supercritical coal fired plant

650MW combined cycle gas plant

(CCGT)

7,200 MW of wind power generation capacity

1,800MW Gibe III is currently under

construction

428km transmission line project

2,000 MW Wind Power Plant and 2,000 MW Solar

Power Plan

22,000 MW of renewable energy (solar and wind) to

be developed between 2011 and 2030

Mediterranean Solar Plan (MSP)

and Desertec (DII) are the

driving seat for the renewable energy growth

South Africa

Kenya

Ethiopia

Egypt

Algeria

Morocco

Nigeria

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RE Planned Growth

Kenya, 250

Ethiopia, 14

Tanzania, 32

Uganda, 56

Rwanda, 7

South Africa, 10

Morroco, 300

Tunisia, 115

Egypt, 567

Algeria, 29

Installed Capacity 2011 Kenya, 1 852

Ethiopia, 857 Tanzania, 274

Uganda, 114

Rwanda, 104

South Africa, 6 000

Morroco, 4 000 Tunisia, 650

Egypt, 7 350

Algeria, 4 600

Planned Capacity by 2020

1,380 MW 25,800 MW

> > > Wind Solar Geothermal Biomass

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Key

Suppliers

Distributed Power and Africa – The Next Best Thing?

New Equipment Sales (2009)

$900 Million

Installed Power Rental (2011)

70MW

Installed Power Rental (2012)

393MW

New Equipment Sales (2009)

$101.8 Million

Installed Power Rental (2011)

408MW

New Equipment Sales (2009)

$16 Million

New Equipment Sales (2011)

$164.3 Million

Installed Power Rental (2009)

100MW

New Equipment Sales (2009)

$13.9 Million

New Equipment Sales (2009)

$14.5 Million

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South Africa in Focus

Renewable Energy:

17GW by 2030 Solar: PV and CSP a combined target of 9.4GW Wind: 8.4GW target with a key focus on localisation Other: 1000MW of small hydro, municipal waste to energy and biomass

Distribution Backlog (2012):

$4.3 Billion Poor infrastructure management the past 15 years has created a significant opportunity Key focus on transformers, switchgear, smart metring and cables

3,725 MW is up for allocation at present with more bidding rounds expected shortly

2030 - 9.6GW Added

Nuclear In excess of $50 billion expected

before 2025 Significant opportunity for

nuclear equipment suppliers Significant opportunity for local

manufacturers

Eskom 5 year $40 billion

Investment Budget - 13% Transmission

55% Generation 13% Distribution

8% Other New IPP’s Licenced in 2012:

31 RE Projects

South Africa – Focus

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Conclusions