Botswana Fuel Price Trends and Forecast

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Botswana Fuel Price Trends and Forecast White Paper Updated April 15 (For information purposes only) Introduction Although Botswana s energy requirements are dominated by petrol fuels, the country does not have any petrol reserves and has to import all required petroleum in refined form from neighbouring South Africa. In addition, the country does not have connections to regional petroleum pipes and thus is totally dependent on South Africa in terms of supply and logistics. It is vital that Botswana secures a more cost effective alternative fuel supply and one of the proposed solutions is that the Government establishes a state owned Oil Company. An investigation into the feasibility of this solution is currently underway and we will keep you informed of developments in due course. Pricing of Petroleum Products The Ministry of Minerals, Energy and Water Resources (MMEWWR) coordinates the operation of the oil industry. They regulate fuel price stability through monitoring and monthly setting of petroleum prices while at the same time ensuring that the oil industry remains profitable and sustainable. A price build up is based on assumed landed cost. Landed costs refers to the total cost of shipped product, which includes the purchase price, freight, insurance and any other costs up to the port destination. Any international oil price change directly impacts Botswana fuel prices. Given the fall in oil prices since the beginning of the year, the MMEWWR decided to reduce the Pump fuel price by 1 Pula on all petrol products on April 15. The current petrol price is P7.9 and the current diesel price is P.5.

Botswana Fuel Demand A study from the Department of Energy in 7 predicts that the current fuel demand in cubic meters on both petrol and diesel will increase by % from 15 to the end of 5. The annual increase is based on the GDP growth rate of % per annum. Demand Forecast Medium Growth Scenario (Cubic Meter) 1 1 1 1 11 1 13 1 15 1 17 1 19 1 3 5 Petrol Diesel Source: Department of Energy, 7 The main suppliers of fuel in the country are as follows: SHELL ENGEN BP CALTEX CFP TOTAL SASOL It is interesting to note that the Government has ensured adequate fuel storage facilities for the various suppliers to ensure adequate supply and to eliminate price fluctuations based on shortage.

Botswana Fuel Pricing Figure1: Botswana Annual Fuel Price 199-15 Diesel Botswana vs RSA Fuel Price Change 199 to 15 1 1 1 1 199 1 1 1 15 RSA Pump price for diesel fuel (ZAR per liter) Botswana Pump price for diesel fuel (BWP per liter) Source: World Bank Diesel is clearly subsidised by the Botswana Government although Botswana imports all its refined diesel it is still cheaper than South African diesel which supplies the fuel. 1 1 1 1 Petrol Botswana VS RSA Fuel Price change 199 to 15 199 1 1 1 15 RSA Pump price for gasoline (ZAR per liter) Botswana Pump price for Gasoline fuel (BWP per liter) Source: World Bank Similarly it is apparent that petrol is also subsidised by the Government.

1//1 1//1 1/1/1 1/1/1 11//1 11//1 11//1 11//1 11/1/1 11/1/1 1//1 1//1 1//1 1//1 1/1/1 1/1/1 13//1 13//1 13//1 13//1 13/1/1 13/1/1 1//1 1//1 1//1 1//1 1/1/1 1/1/1 15//1 15//1 Passionate about delivering Measurable Value to our Customers The significant drop in the fuel price is largely due to: The focus by OPEC producing countries on increasing their market share Slow and deteriorating EU economies and the slowing of Asian economies, leading to a significant reduction in demand levels Significant growth in the U.S. domestic crude oil production As a result there is an oversupply of Brent crude oil in the market, and prices have dropped accordingly. There is uncertainty on how long this situation will continue and oil prices have once again increased to $1 per barrel. Botswana Currency However a factor in Botswana s favour is the strength of its currency. The Botswana Pula is currently significantly stronger than the South Africa Rand (1U$/9.37 BWP) (1U$/11.1 ZAR) which results in reduced fuel prices for fuel imported from SA. Exchange rate USD/BWP 1 1 Source: http://www.oanda.com/currency/historical-rates Additionally, the pula has been reasonably steady against the dollar, showing only a 17% depreciation in the past two years.

The Future Given the current situation, and taking into account the Brent Crude Oil predictions and currency exchange factors, we anticipate that the Botswana fuel price will increase between 7% until December 15. We therefore recommend that an annual inflation of at least 7% is budgeted for fuel in 15. We would also recommend that you review your fleet mix and operational costs at least every two years to ensure you optimise cost and efficiency within your fleet. Should you require any assistance in this regard, please contact the Fleet Consulting team directly or via your account manager. Country Manager: Morne Potgieter EQSTRA BOTSWANA COUNTRY MANAGER 1 Corobrik Road, Meadowdale Johannesburg, South Africa All rights reserved. The information contained in this document is confidential and has been prepared by EQSTRA FLEET CONSULTING solely for information purposes to our strategic clients; it is not to be relied upon by any third party without our prior written consent. This report, whilst based on the most realistic information and proven statistical methodologies available to us at publication, is intended to provide general information. It is not an exhaustive treatment of the subjects raised. Accordingly, it should not be relied on to address specific situations or circumstances and is not a substitute for accounting, tax, legal, or other professional advice. Before making any decision or taking or refraining from any action which might affect your finances or business affairs, or those of your employees, you should consult a qualified professional adviser to validate.