ARIS 2023 Event Guide & Programme

ARIS

2023 Programme

Africa

THEME:

Investing in Africa's Just Energy Future

Brought to you by:

Date: 20 - 21 September, 2023

City: Cape Town, South Africa

Venue: Venue: Cape Town International Convention Centre 2 (CTICC 2)

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Welcome Note

Welcome to ARIS 2023

It is with great pleasure and anticipation that we welcome you to the second edition of the Africa Renewables Investment Summit (ARIS). Since its inception, ARIS has sought to connect Africa-based renewable energy projects to potential investors through matchmaking, project pitching and deliberate connection of various stakeholders from across the globe who can help accelerate investment in Africas renewable energy sector.

As you may know, despite having the world’s largest potential for renewable energy, Africa still lags behind in terms of investment flows compared to the rest of the world. The continent only received 2% of the entire US$2 trillion dollars that have been invested in the renewable energy sector globally.

ARIS’ primary objective is to help accelerate renewable energy investment in Africa by connecting African renewable energy projects with potential investors, as well as market African countries renewable energy investment opportunities to private investors. This year’s edition builds on the success of the inaugural edition that saw a US$74 million transaction closed at the event for Empower New Energy’s portfolio of 10 C&I solar projects, for 10 African countries, by Norfund, EBRD and Climate Fund Managers. This is the single largest C&I solar transaction in Africa to date.

For this year, we have several project developers attending with hope of connecting with potential investors. We hope our delegates will take advantage of the matchmaking facility of ARIS, that is purposefully designed to help connect renewable energy businesses to potential partners. Please ensure you’re registered. Welcome to ARIS 2023!

Enjoy!

Matchmaking

Matchmaking Info:

ARIS prioritises connection of renewable energy stakeholders to potential partners through one-on-one meetings booked via its Matchmaking Platform.

All delegates must ensure they are registered for Matchmaking and have booked their meetings in advance.

Delegates can use the matchmaking facility to interact with other delegates as well as book one-on-one meetings in advance. The meetings will take place during ARIS 2023 at dedicated meeting times in the Matchmaking Lounge.

You can request for matchmaking registration details from the organisers after presenting your delegate pass.

THEME:

Investing in Africa's Just Energy Future

Programme

Date: 20 - 21 September, 2023

City: Cape Town, South Africa

Venue: Venue: Cape Town International Convention Centre 2 (CTICC 2)

THEME: Investing in Africa’s Just Energy Future

DATE ACTIVITY DATE AND VENUE

ARIS CONFERENCE, EXHIBITION & MEETING ROOMS OPEN

DAY 1: Wednesday 20 September

Matchmaking: Delegates to book private one-on-one meetings via event matchmaking app.

Exhibition stands tour

ORGANISERS’ WELCOME REMARKS & OPENING REMARKS FROM THE MC

Nastassia Arendse, Business News Anchor, South African Broadcasting Corporation (SABC)

WELCOME ADDRESS FROM THE CITY OF CAPE TOWN

Alderman James Vos, Mayoral Committee Member for Economic Growth

OPENING KEYNOTE ADDRESS FROM THE SOUTH AFRICAN GOVERNMENT Mthokozisi Mpofu, Acting DDG: Programmes and Projects, Department of Mineral Resources & Energy (DMRE)

DEMYSTIFYING THE INVESTABILITY OF AFRICAN RENEWABLE ENERGY ASSETS

Hear from investors and institutions that are currently invested in the African renewable energy markets, with operating assets. Get on-the-ground insights from experienced investors who, despite the risk perceptions and challenges associated with investing in Africa, have invested in the market and are reaping great returns.

Chair:

Rashveer Manilal, Head: Renewable Energy Sector, ABSA

Panelists:

Karén Breytenbach, Independent Consultant

Jay Lurie, Head of Investments, Odyssey Energy Solutions

Saul Wainwright, CEO, Sun Exchange

MORNING REFRESHMENT BREAK: ( networking/exhibition tour )

07:30 – 09:00

Exhibition Hall, Matchmaking Lounge, Hall 8

09:00 – 09:10

Main Plenary Hall 8

09:10– 09:15

Main Plenary Hall 8

09:15 – 09:45

Main Plenary Hall 8

09:45 – 10:30

Main Plenary Hall 8

10:30 – 11:00

DAY 1: Wednesday 20 September

Date: 20 - 21 September, 2023

City: Cape Town, South Africa

Venue: Venue: Cape Town International Convention Centre 2 (CTICC 2)

THEME: Investing in Africa’s Just Energy Future

HOW AFRICA CAN BECOME A GLOBAL GREEN HYDROGEN POWERHOUSE

Africa can become significant global energy player, leveraging its immense renewable energy potential to produce green hydrogen for own consumption and exports to world markets.

Africa Renewables Investment Summit (ARIS) 2023 – Private & Confidential

This session will explore the green hydrogen opportunity in Africa, as well as outline the investment, policy and regulatory framework required to harness this opportunity.

Chair:

Muhammed Patel, Senior Economist, Trade & Industrial Policy Strategies (TIPS)

Panelists: National Business Initiative (NBI) Matthew Cullinan, CEO, Atlantis Special Economic Zone for Green Technologies Paschal Phelan, Executive Chairman, Phelan Green Hydrogen Jabri Ibrahim, Africa Special Programmes Lead: Clean Power, Green H2 & Clean Cooking, Climate Champions

MATCHMAKING & DEAL MAKING SESSION ONE ACTIVE CONNECTION OF DEVELOPERS WITH BANKABLE PROJECTS WITH FINANCIERS

• Pitching

• Investment facilitation

• Project investment

LUNCH:

11:00 – 12:00

Main Plenary Hall 8

12:00 – 13:00

Main Plenary Hall 8

13:00 – 14:00

Programme

Date: 20 - 21 September, 2023

City: Cape Town, South Africa

Venue: Venue: Cape Town International Convention Centre 2 (CTICC 2)

AFTERNOON BREAKAWAY SESSIONS DAY 1:

TAPPING INTO AFRICA’S GROWING CORPORATE (C&I) PPA MARKET

Time 14:00-15:00

Venue: Daisy Freesia & Orchid

The demand for Corporate Power Purchase Agreements (CPPAs) in Africa is growing as many commercial and industrial businesses on the continent seek affordable alternative power supplies to power their operations. The growing demand is also providing opportunities for debt and equity financing by investment funds that are looking to bet on assets with great returns. The sector is also providing developers with lucrative project opportunities without the cumbersome complexities of government projects.

Session focus:

• Growing markets in Africa

• Debt or equity – what options work best for investment funds?

• Structuring risk-free off-take agreements

Chair:

Linsey Dyer, Executive Director, ENDEVA

Panelists:

Kadri Nassiep, Executive Director (Energy), City of Cape Town

Nontokozo Nkosi, Director Project Development, AMEA Power South Africa

De Wet Taljaard, Technical Specialist: Solar Energy, SAPVIA

MATCHMAKING & DEAL MAKING SESSION THREE ACTIVE CONNECTION OF DEVELOPERS WITH BANKABLE PROJECTS WITH FINANCIERS

• Pitching

• Investment facilitation

• Project investment

THEME: Investing in Africa’s Just Energy Future

Wednesday 20 September

CATALYSING WIND INVESTMENTS IN NASCENT AFRICAN MARKETS TIME

Time 14:00-15:0

Venue: Hall 8

More governments in Africa are now exploring the potential of wind energy to address power supply challenges. Private sector-led projects, in partnership with governments and utilities, have been announced in nascent markets like Namibia, Mozambique, Zambia, Tanzania, Tunisia, Mauritania, Nigeria, Ghana, etc. outside the traditional wind energy markets in Africa (Egypt, Morocco, Kenya and South Africa).

This session will explore how such markets can develop policy frameworks, and market conditions to attract private sector investment.

Session focus:

• The bottlenecks for wind and how they can be solved

• What projects – small, medium and large – are already underway?

• Are there any common challenges experienced by project developers?

Chair:

Niveshen Govender, CEO, South African Wind Energy Association

Panelists:

Martin Solomon, Senior Manager, Energy SME, PwC Strategy & South Africa

Peter Acheampong, Deputy Director Renewable, Bui Power Authority

Louise Paulsen, Vice President, Renewables, Sasol Chanda Nxumalo, Director, Harmattan Renewables

15:00 – 15:30

Meeting pods, Matchmaking Lounge

Programme

Date: 20 - 21 September, 2023

City: Cape Town, South Africa

Venue: Venue: Cape Town International Convention Centre 2 (CTICC 2)

AFTERNOON BREAKAWAY SESSIONS DAY 1:

THE ROLE OF ENERGY STORAGE IN C&I AND UTILITY SCALE RENEWABLE ENERGY PROJECTS

Time 15:30-16:30

Venue: Daisy Freesia & Orchid

As Africa’s transition to clean energy accelerates, the integration of energy storage technologies has become increasingly vital to optimize the reliability, efficiency, and cost-effectiveness of renewable power generation.

During this session, industry experts and thought leaders will discuss the significant impact of energy storage systems (ESS) on C&I and utility-scale renewable energy projects. They will explore the diverse benefits that energy storage provides, such as enabling grid stability, managing intermittent renewable energy sources, and unlocking new revenue streams.

Session focus:

• Storage Technologies and Applications

• Economics and Business Models

• Grid Resilience and Stability

Chair:

Frank Spencer, Regional Director for Southern Africa, Cainmani

Panelists:

Gabriel Kroes, Head of Engineering, Impower

Adam Terry, Technical Director, Harmattan Renewables

Daniel Goldstuck, Head, SustainStorage

Azwimbavhi Mamanyuha, General Manager: Engineering, Eskom

THEME: Investing in Africa’s Just Energy Future

Wednesday 20 September

UNLOCKING PRIVATE SECTOR FINANCE FOR MINIGRID PROJECTS IN AFRICA

Time 15:30-16:30

Venue: Hall 8

Mini-grids have emerged as a promising solution to address the energy access challenges faced by remote and underserved communities in Africa. These decentralised power systems offer a cost-effective and scalable approach to electrification, enabling economic growth, and improving livelihoods.

However, the successful implementation of mini-grid projects heavily relies on securing adequate financing. This session will gather industry experts, financial institutions, project developers, policymakers, and other stakeholders to explore strategies and innovative approaches to attract private sector investments for mini-grid initiatives in Africa.

Chair:

Brenda Martin, Independent advisor: South African energy transition

Panelists:

Mansoor Hamayun, CEO, Bboxx Sumaya Mahomed, Director, Wekeza Energy Abraham Mudasia, Communications Director, Africa Minigrid Developers Association (AMDA)

Gracia Munganga, COO, Sustain Solar Onyinye Anene-Nzelu, Head, Mini Grids, Engie Energy Access

Programme

Date: 20 - 21 September, 2023

City: Cape Town, South Africa

Venue: Venue: Cape Town International Convention Centre 2 (CTICC 2)

MATCHMAKING & DEAL MAKING SESSION THREE ACTIVE CONNECTION OF DEVELOPERS WITH BANKABLE projects with financiers

Pitching

Investment facilitation

Project investment

16:30 – 17:00

Meeting pods, Matchmaking Lounge

THEME: Investing in Africa’s Just Energy Future

17:00

Programme

Date: 20 - 21 September, 2023

City: Cape Town, South Africa

Venue: Venue: Cape Town International Convention Centre 2 (CTICC 2)

DATE ACTIVITY

ARIS CONFERENCE, EXHIBITION MEETING ROOMS

DAY 2: Thursday 21 September

OPEN MATCHMAKING:

Delegates to book private one-on-one meetings via event matchmaking app. Exhibition stands tour

THEME: Investing in Africa’s Just Energy Future

DATE AND VENUE

07:30 – 09:00

Exhibition Hall, Matchmaking Lounge, Hall 8

ORGANISERS’ WELCOME REMARKS & OPENING REMARKS FROM THE MC

Nastassia Arendse, Business News Anchor, South African Broadcasting Corporation (SABC)

ACCELERATING THE INVESTMENT-READINESS OF AFRICA’S GREEN HYDROGEN PROJECTS

Several green hydrogen projects have been announced in Africa, mainly in North Africa and Southern Africa. Some with promising potential, but none so far has reached financial close. This session will look at the investmentreadiness of some of these projects, and how they can attract local and international investment rapidly.

Chair:

David Sekgororwana, Managing Director, African Hydrogen Ventures

Panelists:

Dr Andries van der Linde, Head Renewable Energy, SSC Group

Iain Banner, Founder, Go Green Africa

09:00 – 09:05

Main Plenary Hall 8

09:05 – 09:45

Main Plenary Hall 8

Date: 20 - 21 September, 2023

City: Cape Town, South Africa

Venue: Venue: Cape Town International Convention Centre 2 (CTICC 2)

THEME: Investing in Africa’s Just Energy Future

DAY 2: Thursday 21 September

IMPROVING THE FINANCEABILITY AND ATTRACTIVENESS OF C&I SOLAR IN AFRICA

Whilst commercial and industrial solar is poised for growth in Africa. Investments in C&I solar, particularly for private sector business off-take in Africa do carry certain risks, as much as returns. This session aims to highlight the how addressing the risks associated with C&I solar projects can improve their financeability and attractiveness to investors.

Chair:

Chanda Nxumalo, Director, Harmattan Renewables

Panelists:

Dave Masureik, CEO, New Southern Energy

Hulisani Neswiswi, Managing Director, Trilemma Impact Investments

Cindy Liu, Sales Director, JA Solar

MORNING REFRESHMENT BREAK: ( networking/exhibition tour )

INDEPENDENT POWER TRANSMITTERS (IPTS) AND PRIVATE EQUITY INVESTORS’ ABILITY TO ADDRESS AFRICA’S TRANSMISSION WOES

Whilst private investment in Africa’s power generation sector has been growing, with independent power producers making more inroads, private participation in transmission remains minimal. The lack of adequate transmission infrastructure stifles investment in new renewable energy generation assets. Even established markets like South Africa, the lack of grid capacity has slowed down renewable energy investment.This session will explore the potential private investment in transmission infrastructure can accelerate Africa’s energy transition. It will also look at international case studies on the impact Independent Power Transmitters made in markets like Brazil, India, Peru, and several countries in Latin America who have successfully utilized IPTs to address transmission challenges.

Chair:

Francis Jackson, Manager Project Delivery and Strategy, Energy Council of South Africa

DATE AND VENUE

09:45 – 10:15

Main Plenary Hall 8

10:15 – 10:45

10:45 – 11:30

Main Plenary Hall 8

DAY 2: Thursday 21 September

Programme

Date: 20 - 21 September, 2023

City: Cape Town, South Africa

Venue: Venue: Cape Town International Convention Centre 2 (CTICC 2)

THEME: Investing in Africa’s Just Energy Future

Panelists:

Johann Bester, Project Manager IPPs, Thebe Investment Corporation

Joseph Nkrumah, Principal Engineer, Bui Power Authority

Melusi Tshabalala, CEO, Mesama Energy

Rory Ord, Head of Private Markets, 27four

ESTABLISHING LIQUID ELECTRICITY TRADING MARKETS IN AFRICA: OPPORTUNITIES FOR INDEPENDENT TRADERS

Establishment of interconnected regional or even continental electricity markets can attract massive private sector investment in Africa. Enabling participation of independent power producers (IPPs) in regional power pools, can help increase power trading volumes and crossborder power transactions.

This session will delve into the concept of “liquid electricity trading markets” and its potential to unlock the economic and social benefits of a more integrated energy sector in Africa. The discussion will focus on the role of private traders in driving this transformation, leveraging their expertise, capital, and market insights to foster a dynamic and competitive energy marketplace.

Chair:

Brian Day, Chairman, South African Independent Power Producers Association (SAIPPA)

Panelists:

Ana Hajduka Shields, Founder & CEO, Africa GreenCo

Keith Bowen, Senior Manager: Market Operator, Eskom

Mark Sims, Head of Power Trading, Solarcentury Africa

James Beatty, CEO, Enpower Trading

MATCHMAKING & DEAL MAKING SESSION ONE ACTIVE CONNECTION OF DEVELOPERS WITH BANKABLE PROJECTS WITH FINANCIERS

• Pitching

• Investment facilitation

• Project investment

LUNCH:

11:30 – 12:15

Main Plenary Hall 8

12:15 - 13:00

13:00 – 14:00

Programme

Date: 20 - 21 September, 2023

City: Cape Town, South Africa

Venue: Venue: Cape Town International Convention Centre 2 (CTICC 2)

AFTERNOON BREAKAWAY SESSIONS DAY 2:

THE POTENTIAL FOR AFRICA’S MINING SECTOR IN DRIVING RENEWABLE ENERGY INVESTMENTS

Time 14:00 – 15:00

Venue: Daisy Freesia Orchid

Africa‘s mining sector will play a key role in the energy transition, supplying key minerals like cobalt, lithium, uranium, and rare earth elements, crucial for the renewable energy industry. Furthermore, integrating renewables to power mining operations will help reduce miners’ environmental footprint, decrease their reliance on fossil fuels, and loweroperational costs.This session will delve into the symbiotic relationship between the mining industry and renewable energy, highlighting how the former can play a pivotal role in driving the latter’s growth and sustainability.

Chair:

Sandra du Toit, Director, Partners in Performance

Panelists:

Prakashim Moodliar, Executive Head of Projects & Environment,Anglo American

Platinum Lili Nupen, Director, NSDV

Gilles Dumont, Head of Business Development, JUWI South Africa

Wilco de Villiers, Energy Solutions Director, Yellow Door Energy

Thursday 21 September

DE-RISKING OPTIONS FOR AFRICAN RENEWABLE ENERGY PROJECTS

Time 14:00 – 15:00

Venue: Hall 8

Despite the continent’s vast renewable energy potential, financing is often a major hurdle in implementation of renewable energy projects due to risk perceptions. The session will begin by examining the specific risks associated with renewable energy projects in Africa. These may include political, regulatory, financial, and technical risks, among others. Experts will outline how developers can de-risk their project to attract funding. The session will also highlight success stories and lessons learned from de-risked renewable energy projects in Africa. Panelists will showcase innovative financial mechanisms and instruments that can de-risk investments, such as green bonds, blended finance, and risk-sharing facilities.

Chair:

Monika van der Merwe, Founder, IQ H2O Renewable Energy Water Technology

Panelists:

Nkemjika I. Onwuamaegbu, Regional Head– Africa, Multilateral Investment Guarantee Agency, World Bank Group

Mark van Wyk, Managing Partner, InfraImpact Investment Managers

Mathapelo Malao, Head: Energy,Environment & ICT, DBSA

Christopher Ahlfeldt, Founder, Sustainability Specialist, Blue Horizon Energy Consulting Services

Kulani Rikhotso, Investment Director, Climate Fund Managers

MATCHMAKING & DEAL MAKING SESSION TWO ACTIVE CONNECTION OF DEVELOPERS WITH BANKABLE PROJECTS WITH FINANCIERS

Time 15:00 – 15:30

Venue: Daisy Freesia Orchid

• Pitching

• Investment facilitation

• Project investment

THEME: Investing in Africa’s Just Energy Future

Programme

Date: 20 - 21 September, 2023

City: Cape Town, South Africa

Venue: Venue: Cape Town International Convention Centre 2 (CTICC 2)

AFTERNOON BREAKAWAY SESSIONS

SECTION 12B UNPACKED: SOUTH AFRICA’S NEW RENEWABLE ENERGY TAX INCENTIVE

Time 15:30 – 16:30

Venue: Daisy Freesia & Orchid

The South African government recently announced renewable energy tax incentives for businesses and households under Section 12B. The government is hoping the incentives will stimulate investment in renewable energy by businesses and homes. The measures are expected to provide tax relief of R13 billion.

During this session, experts in tax law, renewable energy, and policy will delve into the details of Section 12B, breaking down its provisions and shedding light on how it aims to stimulate the growth of renewable energy projects across the country. Experts will outline the intricacies of Section 12B, exploring its key provisions, eligibility criteria,and the various tax benefits it offers to businesses and investors engaged in renewable energy projects.

Chair: Prof. Keith Engel, CEO, SA Institute of Taxation (SAIT)

Panelists:

Neethling van Heerden, Tax Director, Renmere David Warneke, National Head of Tax Technical, BDO South AfricaTertius Troost, Senior Manager, Tax Consulting, Mazars Mansoor Parker, Tax Executive, ENSafrica

INVESTORS & VIP GALA DINNER

THEME: Investing in Africa’s Just Energy Future

DAY 2: Thursday 21 September

ENHANCING THE ATTRACTIVENESS OF HYDROPOWER PROJECTS IN AFRICA

Time 15:30 – 16:30

Venue: Hall 8

Africa has the world’s largest untapped potential for hydropower, with the continent only utilizing 11% of its potential. This untapped potential presents huge opportunities for private investment by IPPs into smaller hydro projects, as well as public-private-partnership opportunities for large-scale projects.This session will explain how innovative financing can improve the attractiveness of hydropower projects in Africa. As well as private opportunities for development of small hydro projects.

Chair:

Anton-Louis Olivier, Vice President, International Hydropower Association

Panelists:

Hendrik Pelser, Principal, CrossBoundary

Jaundré Snyman, Engineer, Tembo Power

Kellie Murungi, Chief Investments Officer, East African Power

19:00 - 21:00

Thank you

THEME: Investing in Africa’s Just Energy Future

For inquiries contact:

Partnership, Sponsorship & Exhibition: Munyaradzi Jani (Munya) - Executive Director, RenewAfrica.Biz

Tel: +27 87 802 9886

Cell: +27 72 251 3733 munya@invest-renewables.africa

Speaking & Programme: Ros Hinchcliffe (Head of Operations)

Tel: +27 76 212 9387 ros@invest-renewables.africa

Marketing & Media Partnerships: info@invest-renewables.africa