Conference Day Two: Tuesday 18 September 2012

08:00 Registration and Coffee

08:30 Opening remarks from the Chair

Antonio Manhiça
Chief Executive Officer
Empresa Moçambicana de Exploração Mineira SA

Supply meeting demand

08:40 Development in Coal Exploration

  • CBM core drilling
  • Wire line logging
  • Directional drilling
  • Source to solution

assian_oil Ajit Singh
Associate Vice President
Asian Oilfield Services Ltd


09:10 Sustaining India’s steel sector growth

  • Projections of future growth for India’s steel sector: What are Indian steel producers looking for?
  • What are the key challenges to be overcome in order for India to meet ambitious steel production targets

Partha Sengupta
Vice President: Raw Materials
Tata Steel

09:40 Panel discussion: Coal at the heart of Mozambique’s energy – the outlook for Mozambique’s power generation

  • Why coal is such an attractive source for Mozambique
  • How is Mozambique increasing their generation capacity?
  • The impact of coal developments in Mozambique on electricity supply and demand in SADC
  • How much scope remains for developing and planning new projects
  • Linking electricity demand and coal supply with coal demand: implications on coal requirements – volumes, qualities and ideal inventory
  • How would a significant increase in Mozambique’s power generation alter the SADC energy mix?

Panelists:

Pascoal Bacela
National Director
Ministry of Energy

Cedric Lemarie
General Manager: Energy
Vale

GM: Benga Power Plant
Rio Tinto

10:10 Morning Refreshments an exhibition viewing

10:40 Other uses of coal: Boabab’s Tete project closes on 500Mt iron ore to underpin large scale pig iron production

  • Update of pre-feasibility : from exploration to development – exploiting Tete’s unique confluence of steel making resources
  • Lessons learned with scoping study: economics for a mine mouth smelting operations to produce a higher value, higher demand, pig iron product for distribution and export at first quartile cost of production
  • Accessing and using the current infrastructure - overcoming challenges
  • Future downstream steel processing: opportunities and challenges

Ben James
Managing Director
Baobab Resources plc

11:10 Coal-to-Liquid (CTL): Adding value to Mozambique thermal coal

  • Enhance coal development: using low rank coal to supply fuel requirements
  • Domestic beneficiation of the ‘black gold’
  • Coal-to-liquid – how does the technology work?
  • What is the capital required to developing and operating a CTL project
  • Prospects of introducing new technologies into Mozambican coal operations
  • Providing a clean energy supply

Michel Thysbaert
Chairman
Cobramar Group of Companies

Doctor Lin Tu
Executive Director, Clean Coal Technologies
South Africa

Transport Network: Innovation in coal transportation

11:40 Keynote Address: Adapting Mozambique’s coal infrastructure – the developments of an integrated transport infrastructure network

  • Latest developments in the Tete province: Pit to port
  • Final financing arrangement decisions
  • The role of the newly elected transport regulator – how will this framework develop the rail and port capacity and develop free access in the future?
  • Increasing the reach of the coal transport chain
  • Opportunities: exploring the designed integrated infrastructure transport system

Hon Paulo Zucula
Minister
Ministry of Transport and Communications

12:10 The Integrated Transport Development (ITD)

  • Developing new routes: latest port and rail options
  • Capacity – an opportunity to access up to 10 million tons a year of rail and port capacity on a proposed greenfield rail and port project
  • ITD project capacity - could be the lowest cost rail transport option exporting coal from Tete province owning to its shortest rail distance to port and new modern infrastructure
  • RTCM - the feasibility of the integrated transport corridor

RTCM team leader
Rio Tinto

12:50 Luncheon and exhibition viewing

Port and terminal infrastructure

13:50 Developing Mozambique’s shipping facilities

  • As Mozambique coal export infrastructure grows, what are the key logistical challenges with coal loading in Mozambique’s ports?
  • Adapting technologies to meet challenges
  • Possibilities within off-shore activities – Transhipping and loading

14:20 New Beira Terminal is open – The importance to Mozambique

  • Upgrade and expansion of the terminal
  • Beira’s position and strategies to handle coal export demands
  • Current terminal facilities and upgrading to date: challenges and opportunities

Captain TV Nargundkar
Head of International Business Development
ESSAR Ports

14:50 Linking production to port developments: Nacala port upgrade

  • Capacity and expansion plans - 2017
  • Current terminal facilities and upgrading and expansion to date: challenges and opportunities
  • Financing agreements that suite all parties?
  • Capacity and handling at the port: challenges and opportunities
  • Customs handling
  • Lessons learned from the project – challenges, successes and the next 12 months

Vanderlei Marques
GM: Logistics Africa
Vale Mozambique Lda

15:20 Afternoon refreshments and exhibition viewing

Rail development

15:50 Sena line rehabilitation – Adapting railway networks to meet demand

  • Upgrading the Sena line – impact of the expansion on coal export
  • Will the rail line be ready on time to meet estimated supply
  • Capital raising strategies for the development and expansion upgrade
  • Capacity – improving efficiencies
  • Creating new rail networks for new projects to meet growing demand

Rosario Mualela
President and Chariman
CFM

Finance and investment

16:20 Strategies for investing in Mozambique’s coal

  • Potential for foreign investors within Mozambique’s coal industry
  • What are the key legal and regulatory considerations for foreign investors
  • Strategies for mitigating risk

Louren Sambo
Director General
Centro de promacao de Investimentos (CPI)

16:50 Raising finance for coal projects in Mozambique

  • Availability of finance and sourcing new partners
  • Financing options
  • Due diligence requirements

Stephan Morais
Board Member & Deputy Chief Executive
Banco Nacional de Investimento

17:20 Closing remaks by chair

17:30 End of day two and conference

17:45 Networking Cocktail Reception

Join us for a cocktain reception on the terrace for the perfect opportunity to continue networking, cement existing partnerhips and develop new relationships