Friday, 5 September 2025

Aminex Gears Up for 2026 Gas Production with Pipeline, CPF & Drilling Momentum

Key infrastructure moves from planning to action as Ntorya gas strategy accelerates

Aminex PLC is entering a transformational phase in Tanzania’s Ruvuma Basin as construction and drilling preparations advance toward first gas in 2026. With the full backing of the Tanzanian government and TPDC, the Ntorya development is finally gathering visible momentum—offering long-term value upside for shareholders.

🚧 Pipeline & CPF: A 30 km Link to Market

The 30-kilometre gas pipeline connecting Ntorya to the Madimba Gas Plant has been awarded to industry heavyweight China Petroleum Pipeline Engineering (CPPE), with equipment from CPTDC.

  • Mobilisation begins: September 2025

  • Pipelaying window: January to July 2026

  • Project completion: By July 2026

The Central Processing Facility (CPF) will be built at Ntorya, ensuring direct feed into Tanzania’s national gas infrastructure.

For context: a 30 km pipeline is modest in scale for CPPE, which routinely handles 500+ km builds globally. This adds further confidence in timeline discipline.

🛠️ Drilling Plans: Rig Options & Timeline

Following PURA’s approval of the rig tender strategy in August 2025, the operator ARA Petroleum has already issued Expressions of Interest (EOIs)—ahead of schedule.

Candidate rigs include:

  • Exalo Rig 202 – active in Zimbabwe; likely available late 2025 after Invictus campaign

  • PR Marriott rigs – currently in Kenya

  • Nabors rigs – in Uganda

  • ARA’s own Oman-based fleet – with three active rigs that could redeploy within 3+ months

🎯 Drill Timing:

  • Optimistic spud: December 2025

  • More likely: January–February 2026

🌍 Government Support + Investor Upside

With a 25-year Development Licence in hand and the full cooperation of Tanzanian authorities, Aminex stands to benefit from:

  • Favourable PSA terms

  • 50% annual cost recovery from production revenues

  • Strong local partnerships through TPDC and regional contractors

📊 Resource Potential: Strong Base, Big Upside

  • Certified 2C net reserves: ~0.4 Tcf

  • Full basin potential: Estimated 16+ Tcf, with up to 4 Tcf net to Aminex

  • Condensate uplift: Up to +15% revenue enhancement

  • Oil shows at Ntorya-2 add further exploratory upside

🎨 What’s Next on the Blog

Expect regular updates with simplified graphics, clean infographics, and clear investor messaging. We'll track:

  • Pipeline milestones

  • CPF progress

  • Drilling mobilisation

  • Project economics and PSA mechanics


🔎 Bottom Line

The pieces are falling into place. Aminex is closer than ever to unlocking substantial long-term value at Ntorya—and 2026 is shaping up to be the inflection point.

Stay tuned for more updates as we track every move toward first gas.