Botala Energy Ltd. · ASX:BTE
Botala Energy — Good Oil Conference 2024
15 slides from Botala Energy's conference presentation, Sep 17, 2024
Slide 1: Empowering Progress – Good Oil Conference, Perth Sept 2024
EMPOWERING PROGRESS For personal use only Botala Energy Ltd Good Oil Conference, Perth Sept 2024 CEO – Kris Martinick
Slide 2: Disclaimer
Disclaimer This document contains a summary of information about Botala Energy Ltd (ACN 626 751 620) may be acquired in the future, will result in the discovery of an economic resource. Even if an Not a recommendation or financial product advice (Botala Energy or Company) and its activities that is
Slide 3: Reporting Notes
Reporting Notes Prospective Resources Cautionary Statement For personal use only For prospective resources, the estimated quantities of petroleum that may potentially be recovered by the application of a future development project(s) relate to undiscovered accumulations. These estimates have both a
Slide 4: Corporate Overview: Botala Energy Highlights
CORPORATE OVERVIEW Botala Energy Highlights Top 5 Shareholders • 100% owner and operator Serowe CBM Project (Sharpay Pty Shareholder Shareholding Ownership For personal use only Ltd) • ASX and BSE Listed with Perth and Gaborone offices Wolf Gerhard Martinick (Chair) 48.9m 25.4% • Operational team in
Slide 5: The 2026 Gas Cliff - Southern Africa
The 2026 Gas Cliff - Southern Africa Sasol’s Announcement: For personal use only Reducing gas supply by June 2026 (2027) due to depleted Mozambican gas fields (Pande and Temane). 3400 PJ of gas by 2030 *Electricity Demand: 100GW of new capacity needed by 2030 (Source*IEA African Energy Outlook 2022)
Slide 6: Master Plan LNG Imports
Master Plan LNG Imports a. Reliance on Importing LNG For personal use only to alleviate Gas Crisis. b. No plants have reached FID Source: Department of Resources and Energy Draft Gas Master Plan, 2024, RSA Government Gazette April 2024, Pg21.
Slide 7: IGUASA Exec Report 2023
IGUASA Exec report 2023 For personal use only IGUASA Exec Report 2023 Source: Industrial Gas Users Association – Southern Africa Annual report 2021. 2022; Executive Report Pg 20.
Slide 8: Evolution of CBM Gas in Botswana
Evolution of CBM Gas in Leupane Energy Hub Botswana Serowe Energy Hub 10MW Gas Phase 1. 250MW Gas 10MW Solar 500MW Solar Discovery – First discovered early 2000s. For personal use only Initially, emulate Queensland, Australia, by Orapa 90MW Gas exporting gas via pipelines for LNG trains to Asia. Pow
Slide 9: Botala Energy's Competitive Advantage
Botala Energy’s Competitive Advantage a. 100% Ownership of Serowe Coal Bed Methane (CBM) Project: Acquired remaining 30% from Pure For personal use only Hydrogen to streamline operations and planning. b. Project Robustness: technical and commercial viability: • Resources: 7 Tcf Prospective Resource
Slide 10: Primary Target – Upper Coal Seams
Primary Target – Upper Coal Seams × High Cost Low Cost × Complex Simple For personal use only × Deep More Coal EMPOWERING PROGRESS
Slide 11: Botala's Certified Gas Resource
Botala’s Certified Gas Resource1 Gross (100% Ownership) Volumes in BCF Net of Royalties For personal use only (Billions of Cubic Feet) Low Estimate Best Estimate High Estimate Contingent Resources 363 454 544 Prospective Resources 5,334 7,112 8,890 1Unrisked Contingent and Prospective Resources; ind
Slide 12: S3-4 Cores Serowe Coal
S3-4 Cores Serowe Coal Cleaty Vitrinite 359m Vitrinite From 361m Calcite filled fractures with cleats and bedding planes For personal use only Slightly less bright corresponds to wireline with Calcite filled lower resistivity compered to veins along more cleated and vitreous planes within a sections
Slide 13: Project Pitse: Pathway to Commercial Gas
Project Pitse: Pathway to Commercial gas Mining Technical Market 1st Revenue Licence For personal use only ✓ Cores ✓ EIA • 1LNG plant – local and Regional Markets ✓ Coal volumes ✓ Fin model • Gas Sales Agreements – Regional Markets ✓ Gas content ✓ Feasibility • Solar to Botswana Power Corporation •
Slide 14: Key Milestones, Status and Targets
Key Milestones Status Key Targets Ongoing – Exceeding Gas Desorption Testing QT > 2.4 m3/t expectations Completed – Exceeded Gas Sampling CO2 < 10% For personal use only Expectations Low > 40 mscfd Gas Flowrate Pitse under construction Med > 80 mscfd Recertification Completed 454bcf (2C) EIA Awarded
Slide 15: Thank You
Botala Energy Ltd For personal use only Ke A Leboga Thank You botalaenergy.com info@botalaenergy.com.au