非洲能源2025报告

Dear Readers, For many of Africa’s most emblematic oil and gas jurisdictions, 2025 has been a year of transfor-mation, with countries approaching first oil, achieving first oil, or, in more mature jurisdictions,rejigging existing frameworks to heed off the end of oil. From one end of the spectrum to theother, African governments are reviewing their sometimes challenged histories with the naturalresources sector and calling into question old ways of doing business. Governments across the continent, including newly inducted members of the oil and gas pro-ducing club, such as Senegal and Cōte d’Ivoire, and soon to become members, like Namibia, areredefining their relationships with the old order, from mining to hydrocarbons. Namibia is racingto become an oil producer, and the government itself is under the new leadership of Namib-ia’s first-ever female president, Netumbo Nandi-Ndaitwah, who took office in March 2025. HerSWAPO party, which has governed Namibia since independence, has announced a regulatoryshake-up for the oil and gas industry, shifting the sector’s jurisdiction from the Ministry of Minesand Energy to the Presidential Office. Among mature producers, West Africa’s upstream is particularly awash with changes. In Nigeria,indigenous companies have, in multi-billion-dollar transactions, acquired ownership of onshoreIOC assets in the Niger Delta, marking a historic moment for Nigeria and Sub-Saharan Africa’soil and gas industry. In Angola, IOCs continue to dominate production offshore, and are making significant invest-ments. However, as the Angolan upstream sector matures and its natural decline progresses, An-golan regulators recognize that the nature of the industry must evolve. Smaller, local players arebeing encouraged to increase production, fund exploration campaigns, and onshore productionfields are being promoted. GBR is pleased to release its Africa Energy 2025 report, following four months of interviews andresearch across Sub-Saharan Africa, during which time we met with over 120 companies, includ-ing those in the upstream, midstream, and downstream sectors, as well as governments, finan-ciers, and service providers. We aim to provide a holistic, cross-sector report that shines a lighton the most pressing challenges and interesting opportunities in Africa’s dynamic energy scene. We want to thank all those who contributed to this report and express particular gratitude to ourevent and association partners, APPO and ARDA, for their support. We hope you enjoy the read. Department of Oil and Gas Departamento de Petróleo e Gás GROW WITH THEENERGY OF ANANGOLAN PARTNER CRESÇA COM AENERGIA DE UMPARCEIRO ANGOLANO. Bank BIC is your specialized business partner in Angola for Oil andGas. Whether you are starting your business or expanding it, youcan count on us. We have a unique and proactive team thatcombines local expertise with international experience. Em Angola, o Banco BIC é o seu parceiro de negócios especializadoem Petróleo e Gás. Quer esteja a começar ou expandir a sua actividade,connosco pode contar. Dispomos de uma equipa exclusiva e pro-activaque alia o conhecimento local à experiência internacional. •Specialized manager and exclusive team;•Front office to deal with general issues and transfers;•Multilingual service;•Preferential access to the organizational structure; •Gestor especializado e equipa exclusiva;•Front office para lidar com as questões gerais e de transferências;•Atendimento multilingue;•Acesso preferencial à estrutura organizacional. Alfonso TejerinaDirector and General ManagerGlobal Business Reports We aim to invest our effortsin the development of your business.Contact us. Tencionamos colocar as nossas energiasao serviço do crescimento do seu negócio.Contacte-nos. TABLE OF CONTENTS Angola Introduction 62Angola’s Upstream Diversification66Interview with the Petroleum DerivativesRegulatory Institute67Interview with Sonangol Refining andPetrochemical Company (Sonaref)68Interview with Pumangol69Interview with Azule Energy70Interviews with Etu Energias and with ACREP72Interview with Poliedro73Interview with Mainsol74Interview with Atis Nebest75Interview with TEST76Interview with Angola O&G ServiceCompanies Association (AECIPA)78Interview with Octomar79Interview with Algoa Cabinda FabricationServices80Interviews with Mecwide, Sonamet andwith Prometim81Interviews with Baker Hughes and withEmerson82Business Insights: On Local Investmentsin Angola83Interview with DHL 8First Oil, End of Oil10Interview with the African PetroleumProducers Organization (APPO)11Interviews with the African EnergyChamber and with the African EnergyCommission (AFREC)12Interviews with Deloitte, KPMG and EY13Interviews with Wood Mackenzie and withSBM Intelligence Investment 16Finance and Energy17Interview with Moneda Invest Africa18Interview with Banco BIC19Interviews with the African DevelopmentBank (AfDB) and with the African FinanceCorporation (AFC)20Interviews with Standard Bank an