Aminex Share Discussion Threads

[tidy 2] 03/3/2017 15:18

Listen to the podcast. Dangote cement sounds lined up for our gas. Quick to production and great flows. New siemics and huge field.

[greatfull dead] 03/3/2017 15:04

A small size LNG plant can be fast tracked from a LNG Design Company by using existing design data and modify it to the clients requirements. The materials can be sourced by the Project management team that too can be fast track. A contract with a contractor can easily be found that could together with the PM team get civil works started immediately while they are waiting for the LNG materials to be delivered. All the major vessels etc would be fabricated by ASME coded/approved vessel manufacturing companies in Europe or any country in the world that has that expertise. The UK is an obvious place. The oil and gas construction industry here is on its knees and would chase such orders big time to keep their company going. So are steel manufacturing companies, like Tata.

Have a good weekend all,
GD

[edgein] 03/3/2017 14:44

JonnyT,

Who knows what the regulations will be for injection into the line from Ntorya (if one is put in), yes they may have to remove the heavier hydrocarbons at site, methane would be pressurized and injected into any flow line to the national pipeline. Butane, propane etc could be used to power the gas gathering infrastructure and local industry etc. It all depends on the % of C2-C5 there is, hard to tell from the mud lots of NT-1 they're a little too small to read.

Regards,
Ed.

[greyingsurfer] 03/3/2017 14:37

EdgeinAre there many natural gas powered cars/trucks in Tanz? In fact who on this plant makes those? Would it not be rather dangerous to drive around with a highly pressurized gas tank on your vehicle?You obviously didn't read the links from Haggis I was responding to! Which were about exactly that. And no, clearly there aren't many such vehicles in Tanzania at present, which is why I was arguing it's not a short term market. Peter

[haggismchaggis] 03/3/2017 14:30

ngms, pipeline to nearby industrial users? And you asked me earlier how the gas would be processed, so I'll ask you the same! Raw gas from the well is unlikely to be used by industrial users, so the gas would need a processing plant. Thing is, all the nearby industrial users are in Mtwara, so pointless building a processing plant at Ntorya, might as well pipe the gas to Madimba processing plant, which is en route to the industrial users in Mtwara. Once the gas reaches Madimba processing plant, it might as well go into the big pipeline and be distributed by TPDC's existing Mtwara gas grid. So ultimately a non-starter!

[greatfull dead] 03/3/2017 14:25

Great debate on small LNG plant to power a small gas fired power station which was started by myself on ngms27.

I just can't wait for the next RNS.

GLA,
GD

[ngms27] 03/3/2017 13:45

Dunderheed,

Remember anything in the pipeline is likely to be TPDC controlled, they will pay for the gas BUT they have the customers and charge accordingly.

Thus CNG would have to be produced at the well head or via a private pipeline to a plant.

Whilst CNG can be transported via trucks, it would take rather a lot of trucks on a daily basis to get anything meaningful. So much so that a pipeline is economically more viable for anything other than short term supply.

Therefore it's my opinion that CNG isn't a viable route to commercialisation in the near future.

What I'd like to see for Ntorya Gas is:
Private pipelines to nearby industrial users / power generators. AEX can then negotiate supply contracts.
A spur into the TPDC pipeline, TPDC would then agree a price and minimum offtakes etc.

i.e. The best of both Worlds.

[thegreatgeraldo] 03/3/2017 12:37

ngms, presumably we'll find out how wet the gas is next week, or whenever testing results come out.

[dunderheed] 03/3/2017 12:35

Ngms cng is in a bottle of sorts?! Okay cylindered gas!
Completely concur re 1 tcf but it would be nice and possible?

[tidy 2] 03/3/2017 12:29

1.5 TCF is the rumour for Ntorya increase from 1.1 TCF. Making N1 and N2 over 500 bcf

[stepone68] 03/3/2017 12:27

This heated debate is doing wonders for the share price. Keep it up, guys, and have a great weekend.

StepOne

[ngms27] 03/3/2017 12:27

Definitely wet gas. However it's very presumptuous to think this is 1TCF

[thegreatgeraldo] 03/3/2017 12:23

Fascinating though the chat about future demand is, much more interesting will be another huge step next week (probably!) in putting a size on the resource & just as interesting the composition of the resource...... is it wet gas with a decent slug of condensate & NGLs?

[ngms27] 03/3/2017 12:23

Except you said bottled gas which is very different to CNG

[dunderheed] 03/3/2017 12:05

Also ngms you infer I imply!?

[ngms27] 03/3/2017 11:51

Ed, I'm praying they go the way of Cove. It would be a fantastic outcome for shareholders.

[ngms27] 03/3/2017 11:49

Ed, yes I'm aware of that but they generally don't remove Ethane, Propane or Butane but will remove the NGL's and condensate etc for access to pipeline.

The post I replied to was to use the gas for bottling which would almost certainly infer Propane and/or Butane as I'm sure you are aware that bottling Methane requires very heavy duty containers like Nitrogen and Oxygen and thus isn't efficient for such use.

[edgein] 03/3/2017 11:47

JonnyT,

You don't know how much gas or power demand there is in this area, JB will have a better idea though as will NR, perhaps they'll update on their plans. Well you might find that if the JVP doubled their production in the near term it would drill at least another well in the next 12 months. Also if Ntorya is deemed as pending development it can be classified as 2P, I'm sure you're aware of the significance of that when it comes to forward developmental funding?

Gerald,

Yes, I don't think it'll require LNG development for Ntorya, I reckon it'll be gas to power for industrial and domestic demand as the sorely needed infrastructure comes into place. Proving up the reserves is number one, going for any available gas sales contracts for the new power plants etc will be number 2. Number 3. is if Ntorya is as large as we all hope, pray that they don't go the way of Cove before more of this acreage is proved up and classified as 2P.

Regards,
Ed.

[haggismchaggis] 03/3/2017 11:40

Be better to export it for 10 years while the big $30bn LNG plant is being built.

[edgein] 03/3/2017 11:39

JonnyT,

Gas pressurising and separation facilities are common on practically all gas fields. they'll be required at Ntorya if its to be developed at all. Gas scrubbers/separators and the gas will need pressurised before it enters the national pipeline. The cost of that would be determined by the size of the development and whether or not the project would be phased in. I thought your cousin might have told you all this already. One you already hold did this in Romania years ago, and if EOG could afford to do that on a few Bcf just think what the jvp can do here. Also you should also be familiar with small scale gas to power like SOU use in Italy.

Regards,
Ed.

[ngms27] 03/3/2017 11:37

Ed, yep that might account for 15mmscfpd, which if Ntorya is as big as some are saying is peanuts.

I don't deny before the 2020's there might be some small scale demand, that's not what I'm talking about, to me it needs 80mmscfpd or perhaps 100mmscfpd I don't see demand on that scale until the 2020's.

[thegreatgeraldo] 03/3/2017 11:36

Edge, Trucking LNG around the country would require investment in a fleet of specialised trucks & storage facilities at the end user. Why not stick the gas, in gaseous form, into a pipeline? Just a thought ;-#))

[edgein] 03/3/2017 11:32

Peter

"There may prove to be a role for the Linde type approach if the government decides to push for replacement of oil with LNG for motorised fuel."

Are there many natural gas powered cars/trucks in Tanz? In fact who on this plant makes those? Would it not be rather dangerous to drive around with a highly pressurized gas tank on your vehicle?

Gerald,

Research the uses of LNG, they'll be the same in Tanz as everywhere else on the planet, both domestic and industrial uses and certainly not as a replacement of petrol for motorised fuel. However when the national plant comes on it'll mainly be for the export market due to the scale of that project.

JonnyT,

A 50-100Mw power plant fueled by Ntorya wouldn't need any connection to the national infrastructure at all. Could simply be developed at site if there are enough industrial and domestic customers in close vicinity to site.

Edgar,

Very sensible post chap, best I've seen on here in a while, the cult don't seem to put much faith in the management of the company they "hold".

Regards,
Ed.

[haggismchaggis] 03/3/2017 11:26

See here. There are also SSLNG vessels, they don't need deep-water ports.Page 8http://www.igu.org/sites/default/files/node-page-field_file/SmallScaleLNG.pdf