Event Details

Thank you for your support at the Coal Industry Day

Speakers include:

Xavier Marcel

Xavier Marcel Prévost,

Senior Coal Analyst, XMP Consulting


Jacques

Jacques Badenhorst,

Chief Executive Officer, Maatla Energy Limited


Vuslat

Vuslat Bayoglu,

Managing Director, Menar


Henk

Henk de Hoop,

Business Development Director, Rand Merchant Bank


Chudi

Chudi Egbuna,

Sales Director, SSA, GE Steam Power


Rosemary

Rosemary Falcon,

Professor Emeritus, Faculty of Engineering, Wits; Director, Fossil Fuel Foundation


Thomas

Thomas Garner,

Chairman, South African Independent Power Producers Association (SAIPPA)


Jacques

Jacques Jonker,

Managing Director, Coalvest


Francois

Francois Joubert,

Partner and Head of Environmental Practice, Fasken


Divyesh

Divyesh Kalan,

Executive Head, Makoya Advisory


Dave

Dave Kruger,

Chief Executive Officer, Africa Clean Energy Solutions


Henk

Henk Langenhoven,

Chief Economist, Minerals Council South Africa


Nikisi

Nikisi Lesufi,

Senior Executive: Environment, Health and Legacies, Minerals Council South Africa


Robbie

Robbie Louw,

Founder & Director, Promethium Carbon


Nate

Nate Macmillan,

Southern Africa Trade Director, Ascon Group


Ndavhe

Ndavhe Mareda,

CEO, Black Royalty Minerals


Dan

Dan Mashigo,

General Manager, Primary Energy Division, Eskom


Luyanda

Luyanda Mngadi,

Partner, PWC


Ismail

Ismail Momoniat,

Deputy Director-General, National Treasury


Dr Sakhile

Dr Sakhile Ngcobo,

Director, Sibambene Coal


Mansoor

Mansoor Parker,

Tax Executive, ENSafrica


Mashale

Mashale Phumaphi,

Managing Director, Shumba Energy


Dr Mike

Dr Mike Seeger,

Director, MX Mining Capital Advisors


Ashley

Ashley Singh,

Business Development Executive, ACWA Power


Heidi

Heidi Sternberg,

Sector Specialist, Mining, Beneficiation & Energy, Public Investment Corporation


Waheed

Waheed Sulaiman,

Managing Director, Octagon Minerals


Bernard

Bernard Swanepoel,

Chairman


Lauren

Lauren Taylor,

Managing Director, Flamite


Mike

Mike Teke,

Chief Executive Officer, Seriti Resources


The Coal Industry Day



Brought to you by the organisers of the Junior and Joburg Indabas, this one-day event focused on the economic, financial and environmental factors influencing coal mining in Southern Africa. Despite the move away from coal towards cleaner, renewable energies in certain parts of the world, energy demand in Africa is on the rise and coal, being a relatively cheap and plentiful source of energy, will continue to play an important role in Africa’s energy mix for decades to come.

 

2019 Coal Industry Day

For Producers, Traders, Investors & Users

Wednesday 24 July 2019
The Country Club Johannesburg, Auckland Park
08h00-17h00

This one-day event will bring together all the key stakeholders involved in the coal supply chain - Government, miners, traders, logistics providers, finance organisations, environmental and legal experts independent consultants and more – to discuss and debate the future of coal in Southern Africa and the challenges and opportunities for coal producers.

Key topics that will be discussed include:

  • The changing landscape of the coal industry in Southern Africa
  • The role of coal in resolving Eskom’s generation capacity and Southern African energy’s needs
  • Strategies of the major and junior coal producers
  • Investors’ and funders’ perspectives on coal and alternative energy sources
  • The role of renewable energies and clean coal technologies in Southern Africa’s energy mix
  • The Carbon Tax Bill and its implications
  • And much more…….

Thank you to all our speakers and delegates for their contributions to what was a fascinating day. We look forward to seeing you at next year's event!



Bernard Swanepoel 3x2
Chair: Bernard Swanepoel


 Agenda:

 

 

08:00                   

Registration and refreshments

09:00     

Chairman's Welcome
     Bernard Swanepoel

09:15      

Session One

The changing landscape of the coal industry in Southern Africa

  • What is the contribution of coal in South Africa? What is the contribution to the mining industry?  
  • How does the coal mining industry contribute to employment?
  • How is the coal mining landscape changing? Who is buying assets and who is divesting?
  • What is the current inland and seaborne price of coal? how is it impacting the industry? 
  • To what extent is coal essential for Southern Africa’s energy needs? For what period of time is coal likely to be needed?
  • Where are we going with coal?  Is the industry being forced to change due to pressure from environmentalists?

             Xavier Marcel Prévost, Senior Coal Analyst, XMP Consulting


09:45     

Session Two

Coal and Eskom:  What is the role of coal in resolving Eskom’s generation capacity and Southern African energy’s needs?

  • Does the current crisis at Eskom and the huge power deficit in Southern Africa create opportunities for coal mining companies?
  • What is Eskom’s procurement process?  Who is Eskom currently buying coal from and at what price? What is the role of cost-plus mines?
  • When will Eskom be able to get its house in order so that it can buy the right coal from the right producers at the right price?
  • ‘Local coal for local industry’: what are the benefits and drawbacks for mining companies of building their own boilers and buying coal to generate their own electricity?

                Chair: Waheed Sulaiman, Managing Director, Octagon Minerals

                 Dan Mashigo, Head of Primary Energy, Eskom

                 Mashale Phumaphi, Managing Director, Shumba Energy

                 Vuslat Bayoglu, Managing Director, Menar


10:30

Morning Refreshments

 

11:00

Session Three

Investors’ perspectives on coal and alternative energy sources

  • Are investments in coal projects still taking place and who is investing?
  • Which investors are not willing to invest in coal and why?
  • Which non-traditional sources of funding are available to coal miners, e.g. crowdfunding?
  • What are investors’ views on the future of coal in Southern Africa?

               Chair: Henk de Hoop, Business Development Director, RMB

               Dr Mike Seeger, Director, MX Mining Capital Advisors

               Olebogeng Sentsho, CEO, Simba Mgodi Mining Incubation Fund

               Heidi Sternberg, Sector Specialist, Mining, Beneficiation &

               Energy, Public Investment Corporation

 

 

11:45

Session Four

Coal producers’ panel: how to succeed in a challenging market

  • How are coal producers dealing with the current market challenges and environmental pressures?
  • What local and export markets are producers currently serving and what is the outlook for demand in the short and longer-term?
  • What are the latest developments in terms of signing agreements with Eskom?  Has the situation improved?
  • Does the withdrawal of some of the major coal miners from the market create more opportunities for other players?
  • How can coal producers become more financially sound, achieve economies of scale and find new markets?
  • How are coal producers dealing with the shortage of skills? How does this affect their operational strategy?

                Chair: Luyanda Mngadi, Partner, PwC

                Jacques Badenhorst, CEO, Maatla Energy Limited

                Dr Sakhile Ngcobo, Director, Sibambene Coal

                Ndavhe Mareda, CEO, Black Royalty Minerals

 

 

12:30

Lunch and networking 

13:30

Session Five

The role of coal in the future development of Sub Saharan Economies

                 Mike Teke, CEO, Seriti Resources

 

13:50

Session Six

The current economic status of the coal sector and the Minerals Council’s national coal strategy

   Henk Langenhoven, Chief Economist, Minerals Council South Africa

 

14:10

Session Seven

Coal demand: A review of local and export coal markets and the implications for the Southern African coal industry

  • Who is buying coal locally and internationally? How is this changing?
  • What are the key drivers of local demand for coal? 
  • Who are the main local buyers of coal, besides Eskom?
  • What percentage of coal is exported and which are the main routes to market?
  • How has the demand shift to East Asia impacted mining production and exports?
  • What are the challenges of exporting coal, particularly for the smaller players? 

                Chair: Divyesh Kalan, Executive Head, Makoya Advisory

                Nate Macmillan, Southern Africa Trade Director, Ascon Group

                Lauren Taylor, Managing Director, Flamite

                Jacques Jonker, General Manager, Coalvest

 

14:50

Afternoon refreshments

 

15:20

Session Eight

Coal under siege: what can be done about it?

     Nikisi Lesufi, Senior Executive: Environment, Health and Legacies, Minerals Council South Africa 

 

15:40

Session Nine

Coal vs. alternative energy sources: understanding the role of renewable energies and clean coal technologies

  • Where does coal currently fit in the energy mix in Southern African and how is this going to change over the short to longer term?
  • How realistic is it for Southern African countries to move away from coal to alternative sources of energy?
  • What are the alternatives to coal? How cost competitive and reliable are they compared with fossil fuels?
  • Is there an opportunity for independent power producers to generate energy separately from Eskom using coal? What is needed from Government to make this a reality?
  • How do these alternative energy sources currently feed into the grid?
  • Examining clean coal technologies - carbon capture and storage, underground coal gasification, coal to liquids - what is currently being developed and when will they be available for commercial use?

         Chair: Rosemary Falcon, Professor Emeritus, Faculty of Engineering, Wits;
         Director, Fossil Fuel Foundation

          Chudi Egbuna, Sales Director, SSA, GE Steam Power

          Thomas Garner, Chairman, South African IPP Association (SAIPPA)

          Dave Kruger, CEO, Africa Clean Energy Solutions

          Ashley Singh, Business Development, ACWA Power


16:25

Session Ten

The Carbon Tax Bill: what are the implications for the coal mining industry?

  • What is the background to and rationale for introducing The Carbon Tax Bill? 
  • How will the carbon tax affect coal producers and the mining industry in general?
  • What are the financial implications for companies which exceed the allowed threshold of carbon emissions? 
  • When is the carbon tax likely to be introduced? Will it really make a difference to carbon emissions?

       Chair: Francois Joubert, Partner & Head, Environmental Practice, Fasken

       Ismail Momoniat, Deputy Director General, National Treasury

       Mansoor Parker, Tax Executive, ENSafrica

       Robbie Louw, Founder/Director, Promethium Carbon



 17:05

End of day and drinks reception