BMI View: The ramping up of production from Glencore and China National Petroleum Corporation's new
fields will support production increases in 2016 and 2017. Post 2017 there will be a gradual decline in
output as a poor project pipeline is unable to offset the fallin ..."
BMI View: Morocco will be one of the most attractive markets for renewable energy investment in the
MENA region over the next decade, primarily due to its supportive regulatory environment. This is
evidenced by a growing project pipeline and strong investor interest i ..."
BMI View: South Africa's renewables project pipeline continues to strengthen, in line with our optimistic
forecasts for renewables capacity in the country to total nearly 9.3GW by 2025. Solar and wind will be the
technologies of choice and domestic South African compa ..."
BMI View: The outlook on the Tanzanian gas sector remains broadly positive, with a large recoverable
resource base offshore. However, a loosening global LNG market and weak price environment pose rising
risks to FID on the major Tanzania LNG project. Continued fiscal ..."
BMI View: Despite a vast shale resource base and prospective deepwater acreage, exploration in South
Africa will be subdued by the high cost of drilling, continued bureaucratic hold-ups and a sustained lower
oil price environment. Ongoing reform of the country's fisca ..."
BMI View: Our negative outlook for South Africa's power sector continues to remain in place this quarter.
Inefficient existing generation capacity, a lack of investment, delays to project commissioning and the
precarious financial situation of Eskom show little sign o ..."
BMI View: With an FID on Golar LNG and a stronger-than-expected oil production growth, Cameroon
benefited from an upward revision in both oil and gas production over our forecast period. In addition, the
country will now become an LNG net exporter from 2017 onward, an ..."
BMI View: Tunisia's investor-friendly government and stable business environment bodes well for foreign
investors. However, the country's oil reserves are depleting and recent exploration efforts have only
resulted in relatively small discoveries. We believe that a la ..."
BMI View: Pledged investment in upstream developments and LNG imports will be crucial to meeting gas
demand over the next five years, while the Zohr discovery could solve Egypt's gas challenges in the long
term. Policy slippage with subsidy reform and payment schedule ..."
BMI View: South Africa's non-hydro renewables capacity will nearly triple over our 10-year forecast
period and the country will lead the SSA region for installed renewables capacity by 2024. The attractive
regulatory environment, high investor interest and strong powe ..."