As I read Bury's comment in todays annual report I can't help but see that no industrial users are expected to increase WRL deliveries in 2017. Dangote Cement wrote this in their 2016 annual report (page 54/55, see below):
Now we have reached an agreement on gas supply we can swap the diesel gensets for much cheaper gas turbines that will immediately bring the plant into profitability after they are commissioned at the end of the second quarter of 2017.
Does this mean that Dangote will not be adding any value for WRL in 2017 despite their own comment, stating end of Q2-17?
Svar fra WRL:
As per this report, we believe that TPDC and Dangote have reached an agreement but we do not know timings or volumes at this stage. As we are no party to that agreement directly, we do not have the specific details of how much gas will be delivered and when available as yet. Because of this we have been conservative in our guidance and our guided production range of 40 – 50 mmscf/d will be further underpinned by the addition of new industrial customers, such as Dangote, if they start taking some gas this year.