Underground Coal Gasification in South Africa the SAUCGA

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Underground Coal Gasification in South Africa the SAUCGA Wessel Bonnet, Sasol New Energy Johan Brand, Africary Johan van Dyk, Africary Neo Coangae, Exxaro Services Shaun Pershad, Eskom Holdings SOC Ltd Mark Van der Riet, Eskom Holdings SOC Ltd * 21 MAY 2014 * Presenter Glenhove Conference Centre, Melrose, Johannesburg 1

Technology Introduction The vertical well method, as practiced by Eskom : The CRIP process, as proposed by Africary and Exxaro : Ref : Science & Technology Review, Lawrence Livermore National Lab, USA, April 2007 Ref : Africary 2

Why UCG? Energy Resource RSA coal resources quoted at 194.4 Bt (1998, DME Bulletin 113) Eskom geological records for coal offers received but considered unminable coal = 45 Bt = potentially 350 GWe The remaining coal resources : 194.4 Bt mined minable = another 100 Bt? Un-exportable coal is an indigenous fuel source that 3 is not $- denominated SAUCGA Membership Capability Eskom has 12y experience with UCG development, and 5y UCG operational experience Sasol has 60y+ experience with coal gasification, and gasification product development Sasol, Exxaro and Africary are developing UCG projects Mining services (exploration, drilling etc.) Mining experience UCG Advantage Mining efficiency Underground safety Lower cost Environmental performance Synergy between electricity and chemicals production Asset/job creation from unminable coal resources Broad geographic distribution of unminable coal Pre-combustion cleanup possible

Country UCG Progress Eskom 4

Eskom Majuba UCG Pilot Plant 5

Country UCG Progress Eskom Highlights and lessons learnt : } UCG currently cannot yet conform to commercial technical criteria. } Ii is important to reassess the UCG developmental goals from time to time, to align with rapidly evolving needs/policies etc. } Eskom remains focused on its reasons for doing UCG and doing it in a phased, iterative and responsible manner. } Much work is still to be done at the correct level of detail and methodology, to match current commercial and environmental gatekeeper criteria. } UCG project development success will depend largely on the technical effort invested into it, and a systematic, largely pragmatic approach to resolve working challenges. 6

African Carbon Energy ( Africary ) } Established in 2007 as a BEE South African mining and minerals solutions company in order to fulfil the need for a diversified commodities technology supplier in Southern Africa } Has available expertise in mining, exploration, gasification and specifically Underground Coal Gasification (UCG) } In 2009 Africary supported Australian ASX listed Wildhorse Energy with investment, technology and management skills for a UCG Project in Europe } In 2012 Africary diversified and bought a massive coal resource from BHP Billiton SA that is ideally suited for UCG. } Our business philosophy grew to invest and develop our own UCG to Power project - >50MWe. } African Carbon Energy is a multifaceted resource and technology company and owns several energy related interest in Sothern Africa

TUCG Coal Reserves for UCG project } The Africary Rights comprise an area of 302km 2 and consist of: } A northern (7km 2 ) coal resource area } A southern (173 km 2 ) coal resource area } A western (122 km 2 ) coal resource area } The coal tonnage in the target area is estimated to be in the region of 20 million tons (gross-in-situ) } >3Mt measured coal reserve in first target area } Coal quality: } 3.2m coal seam thickness } RoV = 0.58 (medium rank) } Ash content = 28.5% } Low sulphur content < 0,7mass % } Good gasification characteristics } Low Cl and F content } CV = >21MJ/kg

TUCG Key Milestones Base-load Coal IPP Bid Announcement Q2 2014 Base-load coal IPP Bid Closure Q4 2014 Kick-off Implementation Project H1 2015 Completion of BFS Q1 2014 PROJECT READY for IMPLEMENTATION Base-load Coal IPP Bid Opening; ROD: EIA/EMP Authorisations Q3 2014 PPA Finalisation Q4 2014 to Q1 2015 Complete Commissioning and electricity Production in 2016

TUCG Plant Overview Flare System Water treatment Engine buildings

Country UCG Progress Exxaro Undertook desktop studies in 2009 Engaged with Linc from 2011 Initiated formal studies In process of concluding initial studies, by Q4 2009 2011 2012 2013 2014 Uncertainties/Challenges Proving environmental integrity of UCG Technology maturity level not confirmed UCG considered a nascent technology by funders -it may be difficult to secure funds for future projects 11 Alignment of policy and regulation with the pace at which the technology is being developed

Why can UCG play a role in SA? Coal will remain an important part of the energy mix for decades to come Cleaner coal options such as UCG need to be evaluated alongside other energy options UCG can potentially access coal resources that are not economically mineable using conventional mining technology Potential to more than double recoverable coal resources UCG is an in-country energy solution, independent of exchange rate and oil price SA is at the forefront of UCG development in the world with a number of active projects 12 SAUCGA

SAUCGA Proposed Objectives An independent association is proposed for the purpose of promoting the development of UCG in Southern Africa in the most appropriate, sustainable and environmentally sound manner whilst recognizing the proprietary interests of participating bodies. To this purpose, the objectives for this association include: To create a recognized, co-ordinated point of engagement with stakeholders; To advise, develop, enable, support and guide appropriate policy and regulations; To establish a balanced position on the case for UCG in SA, including positive and negative aspects, impacts and opportunities; To provide an inclusive, balanced and credible advisory function on UCG using a panel of experts; To create academic research focal points; To develop skills relevant to UCG; and To consider a series of steps leading to a SA UCG Roadmap 13 SAUCGA

SAUCGA Proposed Structure Stakeholders Members of SAUCGA Sub-Committees Executive Committee elected by Funding Members Exco Meetings General Meetings Reporting to members and stakeholders in open forum Structure Community Forum Stakeholders represent the wider community interested in UCG, and includes industry, government, academia, service providers, interest groups, communities, etc 14 SAUCGA

SAUCGA Proposed Roadmap (add dates) SA UCG Association operational Priorities to operationalisesa UCG Association Sub-Committees prepare work scopes, schedules and budgets Executive Committee Formalises governance and terms of reference for meetings and structures Appoints support entity to create administrative structure Recommends membership fee based on administrative costs and subcommittee scopes Submits to members for approval SA UCG Association formalized Potential members and other volunteers } Finalize charter } Select Executive Committee and Sub-Committee chairpersons Interim administrative support and hosting provided by Fossil Fuel Foundation } Register association } Secure bridging funding for establishment Stakeholders Meeting Inform, invite feedback and participation, invite potential members, register stakeholders and interested parties Preparatory Meetings of Interested Parties 15 SAUCGA

Emerging Issues the next few months UCG contribution to the RSA Energy policy Regulatory frameworks governing UCG Funding for UCG projects 16 SAUCGA

Invitation to Register as SAUCGA Members All interested parties are invited to contact the FFF secretariat to register. 17 SAUCGA