railway corridor presentation title and port · market context the mozambique opportunity coal...
TRANSCRIPT
![Page 1: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/1.jpg)
Presentation Title RAILWAY CORRIDOR
AND PORTCHITIMA-MOATIZE-MACUSE
Mr. Orlando Marques, CEO, Thai Mozambique Logistica S.A. (TML)
![Page 2: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/2.jpg)
ZambeziaCapital: Quelimane
Area: 105 008 Km2
Population: 5,110,787
Opportunities: Agro Business, Tourism
TeteCapital: Tete
Area: 100 724 Km2
Population: 2, 764 169
Opportunities: Mining, Agro Business
LOCATION
![Page 3: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/3.jpg)
THE MOZAMBIQUE OPPORTUNITY
Mozambique has significant gas and coal
reserves along with a vast potential in the field
of renewable energies. The country is the third
richest country after Nigeria and Algeria in
terms of natural gas proven reserves, and the
thermal and metallurgical coal resources in
the Moatize Basin in Tete province are
estimated at c.28 billion tons.
COAL RESOURCES IN THE MOATIZE
BASIN IN TETE PROVINCE ARE
ESTIMATED
c.28 BILLION TONS
MARKET CONTEXT
![Page 4: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/4.jpg)
MARKET CONTEXT
THE MOZAMBIQUE OPPORTUNITY
Coal exports from Mozambique started in2011. Since then, improved rail and portinfrastructure has allowed annual exports toincrease from 0.6 million tons to 11 milliontons in 2017 despite weak coal prices.
Infrastructure remains a key constraint forthe development of several coal mineprojects in the Tete region. At the momentthere are three operating mines and severalother mine projects waiting to be developed.
Considering the operating mines,known projects and the existingresources, the country has thepotential to become one of the world’stop coal exporters.
Developing efficient
infrastructure is
critical to unlock the
value of these natural
reserves. Once vital
infrastructures are in
place, the country will
be positioned as a
potential key supplier
to the Asian
economies.
![Page 5: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/5.jpg)
MARKET CONTEXT
THE MOZAMBIQUE OPPORTUNITY Due to transportation costs and
consumer patterns (coking coal/thermal
coal), the trade of coal is divided into
two large regional markets: i) the
Atlantic market, and (ii) the Pacific
market.
The coking coal trade has a small number of key suppliers (Australia, USA, Canada, Russia)
strong potential in Mozambique.
As coal is mostly used in the countries
where it is mined, the international coal
trade accounts for a relatively small
percentage of total coal production
(c.19% in 2015), the majority of which
via seaborne trade. Only mines with low
production costs and good transport
links to sea ports can competitively
deliver coal overseas.
![Page 6: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/6.jpg)
RAILWAY CORRIDOR AND PORT
INTRODUCTION
The Macuse project is of vital importance for the logistics of the mining sector,
since it assures the opening of the Moatize basin to the international market,
ensuring a more competitive logistics cost compared to the more direct
competitors, namely Australia and Indonesia.
THIS PROJECT IS OF VITAL
IMPORTANCE
TO UNLOCK THE
MOZAMBIQUE COAL BASIN
DEEP SEA PORT MULTI
USERS AND MULTI PRODUCT
AND INDUSTRIAL FACILITIES
![Page 7: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/7.jpg)
RAILWAY CORRIDOR AND PORT
INTRODUCTION
THIS PROJECT IS OF VITAL
IMPORTANCE TO:
GROWTH IN AGRICULTURE AND
AGRO-INDUSTRY
FORESTRY DEVELOPMENT
PEOPLE MOBILITY
SUPPORT STRUCTURE FOR
HINTERLAND LOGISTICS ACTIVITIES
![Page 8: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/8.jpg)
RAILWAY CORRIDOR AND PORT
INTRODUCTION
THIS PROJECT IS OF VITAL
IMPORTANCE
NETWORK EFFECT TO
COMMUNITIES AND THE ECONOMY
![Page 9: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/9.jpg)
RAILWAY CORRIDOR AND PORT
INVESTMENT PREVIEW
The concession was granted to build and
operate the railway corridor between
Chitima - Moatize - Macuse (639km) and
the port of Macuse with an initial capacity of
33 mtpa, extendable to 100 mtpa for the
transportation of coal, general cargo and
passengers.
The total infrastructure investment is valued
at $2,700 millions USD
> Railway infrastructure Chitima - Macuse
is valued at $1,890 millions USD
> Port infrastructure
is valued at $810 millions USD
> Rolling stock & port equipment
is valued at $500 millions USD
THE TOTAL
INFRASTRUCTURE
INVESTMENT
$2,700 MILLIONS USD
THE TOTAL INVESTMENT
$3,200 MILLIONS USD
![Page 10: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/10.jpg)
RAILWAY CORRIDOR AND PORT
SHAREHOLDER STRUCTURE
![Page 11: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/11.jpg)
RAILWAY
A high-performance railway will be built to
transport coal, general cargo and
passengers between Moatize/Chitima region
and the new port to be built on the Macuse
River.
THE TOTAL LENGTH OF
THE RAILWAY LINE IS
639 KM
RAILWAY CORRIDOR AND PORT
![Page 12: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/12.jpg)
RAILWAY - PERFORMANCE PARAMETERS
RAILWAY CORRIDOR AND PORT
![Page 13: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/13.jpg)
PORT
The new deep-water sea port will be
built in accordance with the
International Maritime Standards with
an initial capacity for coal of 33mtpa,
extendable up to 100mtpa, with
terminal: oil & gas, containers, silo,
general cargo.
IT WILL ALSO
ACCOMMODATE OTHER
TERMINALS FOR GENERAL
AND SPECIALIZED CARGO.
RAILWAY CORRIDOR AND PORT
![Page 14: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/14.jpg)
PORT - MAXIMUM CAPACITY OF 100 MTPA
RAILWAY CORRIDOR AND PORT
![Page 15: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/15.jpg)
Stakeholder
RAILWAY CORRIDOR AND PORT
Partner Role Partner Role
Financial Advisor: StandardChartered Bank (“SCB”) SouthAfrica is a branch of StandardChartered PLC.
Owners Engineer: Royal Haskoning(“RHDHV”), headquartered in theNetherlands and Canarail of Canada
Survey Design / Soil Investigation / Lidar / Hydrodynamic modelling: Mota-Engil / CRCCI / Artescan / ASP Technology
Sponsors Legal Counsel: A leadingglobal law firm tracing its history backto London, 1938
Environmental Consultant: ERM isa leading global provider ofenvironmental, health, safety, risk,and social consulting services
EPC Contractors: Mota-Engil Africa(“MEA”) a leading construction inPortugal and China National CompleteEngineering Corporation (“CCEC”),headquartered in China
Project Management Consultant:An international project design,management and supervisionconsultancy
Technical Assistance and Architectureand Engineering Consult antingServices: Resettlement processconcerning the project at the port area
![Page 16: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/16.jpg)
RAILWAY CORRIDOR AND PORT
TIMELINE OF THE PROJECT
![Page 17: RAILWAY CORRIDOR Presentation Title AND PORT · MARKET CONTEXT THE MOZAMBIQUE OPPORTUNITY Coal exports from Mozambique started in 2011. Since then, improved rail and port infrastructure](https://reader030.vdocument.in/reader030/viewer/2022041114/5f23606609f7b326837b9234/html5/thumbnails/17.jpg)
RAILWAY CORRIDOR AND PORT
CONCLUSION
THE BIGGEST PRIVATE RAILWAY
AND PORT PROJECT IN THE SADC
REGION
A UNIQUE OPPORTUNITY FOR
NATIONAL AND FOREIGN
INVESTORS
HIGHWAY FOR THE GROWTH IN
AGRO-BUSINESS AND MINING
INDUSTRY IN THE REGION Orlando Marques+258 [email protected]