Dana Gas PJSC · ADX:DANA
Dana Gas PJSC — IP Week, London 2015
14 slides from Dana Gas PJSC's conference presentation, Feb 11, 2015
Slide 1: North Africa - Is the risk worth the reward?
North Africa - Is the risk worth the reward? IP Week, London Dr Patrick Allman-Ward Chief Executive Officer, Dana Gas PJSC 11th February, 2015 www.danagas.com
Slide 2: Presentation Outline
Presentation Outline North Africa – An important Hydrocarbon producing region in global context Region’s potential and challenges Increasing importance of regional independents Dana Gas in Egypt, a major success story 2 www.danagas.com
Slide 3: North Africa is a key region for global oil & gas production
North Africa is a key region for global oil & gas production and contributes large part of Africa’s oil and gas productive capacity. North Africa is also fast developing into a major consumer of oil & gas underpinned by strong economic growth. North African GDP trend North African oil & gas demand T
Slide 4: Post Arab Spring, major parts of North Africa have stabilised
Post Arab Spring, major parts of North Africa have stabilised (with the exception of Libya) and region is open for business MENA: Political landscape CDS spread of Egypt, Algeria and Morocco - 5 yr Bonds North Africa Middle East ALGERIA & TUNISIA: MOROCCO: Moving towards No large scale political gre
Slide 5: Libya and Algeria hold c. 90% of North Africa's oil and gas reserves
Libya and Algeria hold c. 90% of the oil and gas reserves in the North Africa. Egypt has leapfrogged Libya to become the region’s second largest producer and is on the verge of becoming a net energy importer. Oil reserves by country, 2014 (mmboe) Gas reserves by country, 2014 (mmboe) 25 23.3 100 92.
Slide 6: NOCs and IOCs are dominant resource holders and producers across North Africa
NOCs and IOCs are dominant resource holders and producers across North Africa effectively controlling more than 90% of reserves and production. Dana Gas is the leading oil & gas independent in the region. N. Africa Reserves by Company Type N. Africa Production by Company type (2014E) Independent Oth
Slide 7: Dana Gas is a gas focused regional independent E&P company
Dana Gas is a gas focused regional independent E&P company and is listed on the ADX. Dana Gas works across the gas value chain addressing both domestic and export market needs Overview Reserve & Resources Production Profile CAGR 14% • Dana Gas is a MENA focused gas independent headquartered in the U
Slide 8: Egypt gas fundamentals are robust
Despite a challenging business environment; Egypt gas fundamentals are robust. Dana Gas continuous to play a key role in increasing gas production in the core Nile Delta region Egypt GDP (USD bln) Egypt Primary Energy Demand (mln toe pa) 100 Primary Energy Demand (mln toe pa) Other Renewables 90 Coa
Slide 9: Dana Gas is the 6th largest operator and 4th largest onshore producer in Egypt
Dana Gas is the 6th largest operator and 4th largest onshore producer in Egypt 2014 Gas Production Ranking in Egypt 1,000 (* denotes company is an operator) 2014 WI Production, mmcfpd 800 Dana Gas Egypt Credentials: 600 9th largest producer 6th largest operator th 4 largest onshore producer 400 200
Slide 10: Gas Production Enhancement Agreement helps Egypt increase production
Gas Production Enhancement Agreement helps Egypt increase production while delivering long term value to Dana Gas GPEA initiative allows Dana Gas to optimise core Nile Delta asset Investment highlights: • Drilling includes 37 new wells and an equivalent number of work-over wells over a 7 year period
Slide 11: Newly awarded exploration blocks in Nile Delta
Newly awarded exploration blocks in Nile Delta enables Dana Gas to build on its core area production and utilising existing infrastructure. BP partnership can potentially unlock proven deeper Oligocene play in onshore areas Blocks 1 & 3 located adjacent to Dana Gas’ • Awarded the North El Salhiya (B
Slide 12: Investment into exploration assets highlights long term plans in Egypt
Dana Gas’ investment into exploration assets highlights its long term plans for investment in Egypt and its future upsides in the country • G&G studies prior to commencing seismic acquisition in Q4-14 / Q2- 15 • Environmental Impact Assessment ahead of seismic operations • Seismic reprocessing of vi
Slide 13: Reach Us: Dana Gas PJSC
Reach Us: Dana Gas PJSC P. O. Box 2011, Sharjah, UAE www.danagas.com E-mail : [email protected] Direct : +971 6 519 4401 Fax : +971 6 556 6522 14
Slide 14: Dana Gas is a leading reserve holder and producer in its core areas in MENA
Dana Gas is a leading reserve holder and producer in its core areas in MENA region 2014 Production Ranking of Independents in Dana Gas’ Region of Operation1 80 2014 WI Production, kboepd 70 60 50 40 30 20 10 0 Reserve Ranking of Independents in Dana Gas’ Region of Operation1 1,600 1,400 Gas 2P Reser