RE: PPA V SP13 Aug 2021 15:50
Hmmmm, but we have 3 tcf of gas enough for thousands of megawatts, mfm!
What is so magical about 10MW , but not about 2MW?
Imho, 2Mw is what Botswana consider we will be able to produce with current gas flows by the time we get to that point (from #3, #4 and #5 and the water subsides a bit, and gas flows increase as a result as per norm).
The chances of hitting 2MW are excellent - 10Mw might need further wells to be added and #5 to be completed , and #3 to be reopened. That seems obvious to me. It is also obvious that 3tcf is capable of producing hundreds and thousands of megawatts. The difficulty in funding is not the number of MW but WHEN we'll produce them.
WHEN is down to Covid regulations , but few shareholders seem to grasp that and support the idea.
Hydrogen is suffering the same, and so is Solar , and so imho is the Orapa decision!
Once lockdown allows us to resume, TG has so many options on the income front!
A gas pipeline to Orapa , and Hydrogen and Carbon onto lorries don't need th Tx lines!
Solar and CBM power do need them! Where is the flaw in that thinking? I think it explains everything!
The former does not need a PPA at all , the later will benefit from a PPA because I believe Tlou want to sell to Botswana in preference to SAPP , and be funded from Botswana too! The PPA pricing and the funding costs are mutually inclusive so who better to compromise that a Govt that is heavily invested in both areas? And the initial plan was to increase power for Botswana itself , with any surplus power (a few years down the line) being exported.
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