White paper 05 · Chapter 11
Thirteen evidence gaps remain, and most can be closed by publishing data that already exist
This paper relies on public sources, and several numbers that matter for an electric steelworks are not yet in the public record. The most important are the fault level at Kribi’s 225 kV node, the remaining certified gas reserves of Sanaga Sud, the terms of large-user and wheeling contracts, and the text of the grid connection code. Most of these gaps can be closed by data that institutions already hold; others will be closed by Cameroon Steel’s own studies as the project advances. This chapter lists each gap, why it matters and how it will be resolved.
In this chapter (5)
11.1 Why the gaps matter
Every chapter of this paper has drawn a conclusion from incomplete evidence, and has said so. A reader who wants to act on the conclusions needs to know which ones are robust and which depend on numbers still to be confirmed. The conclusions that are robust to the gaps are these:
- Cameroon’s electricity is predominantly hydro and low-carbon, whichever dataset is used [S01][S10].
- No regulated tariff exists for loads above 10 MW, and the published benchmarks span a factor of about six [S01][S03][S04].
- An arc furnace of RC-1 Phase 1 size needs a strong high-voltage connection and dynamic compensation at any plausible fault level at Kribi.
- The Hilli FLNG’s departure removed the main buyer of Cameroonian gas [S05][S16].
- Phase 1 of an electric steelworks needs no gas [S07].
The conclusions that depend on the gaps concern sizes and timing: how much compensation is needed, how much gas is available for how long, at what price large users will contract, and when the port substation’s later stage will be built.
11.2 The gaps and how they will be closed
Table 11.1 Evidence gaps, their importance and the route to resolution
| No. | Gap | Why it matters | How it will be resolved | Who holds the data | Target |
|---|---|---|---|---|---|
| 1 | Fault levels (minimum and maximum, normal and contingency) at the Kribi 225 kV node and the port’s 30 kV busbar | Sets the size of compensation and the choice of connection (Chapters 4 and 5) | Request to SONATREL; connection study by the steelworks’ engineers | SONATREL | Front-end engineering, 2027 |
| 2 | Background flicker and harmonics at Kribi | Determines the share of planning levels available to a new plant | Power-quality measurement campaign at the port substation after commissioning | SONATREL, PAK | 2027 |
| 3 | Text and power-quality provisions of ARSEL’s connection code and market code | Defines obligations for fluctuating loads and wheeling rules (Chapters 3 and 4) | Formal request to ARSEL; links listed on its website could not be opened on 10 October 2026 [S71] | ARSEL | Before connection application |
| 4 | Remaining certified reserves and deliverability profile of Sanaga Sud and Ebome, and the volume already produced against the 500 bcf allocated to the FLNG in 2014 | Decides whether firm gas-fired capacity and a DRI module can be financed (Chapters 6 and 7) | Independent reserve audit; request to SNH and the operator | SNH, operator | Before any gas contract |
| 5 | Reconciliation of SNH 2025 gas sales by buyer (79.6 bcf) with field production (75.5 bcf) | Affects the gas balance in Figure 6.1 | Clarification from SNH on reporting bases (stocks, fiscal versus physical volumes) | SNH | 2027 |
| 6 | Application of the special petroleum tax (70 FCFA/m3) to industrial gas | Can nearly double the delivered gas price for industry (Chapter 6) | Primary legal text and administrative ruling | Ministry of Finance, SNH | Before a gas term sheet |
| 7 | Terms of existing high-voltage contracts and the basis of the 2025 revisions | Sets precedent for a large-user contract (Chapter 3) | Public summary by ARSEL of the principles applied, without commercial detail | ARSEL, utility | With the large-user framework |
| 8 | IFI-harmonised combined-margin grid emission factor for Cameroon | Determines Scope 2 accounting for lenders (Chapter 8) | Retrieve from the IFI harmonised dataset; compare with the average of 226 g/kWh | International financial institutions | ESIA stage |
| 9 | Difference between the regulator’s 2025 generation mix and the international dataset for 2024 | Affects the grid intensity used in carbon claims | Reconcile ARSEL plant data with Ember inputs; prefer metered data | ARSEL, Ember | 2027 |
| 10 | Firm availability of the Kribi gas plant and terms for a dedicated block or extension | Determines how Phases 2 and 3 are firmed (Chapters 5 and 9) | Discussions with the plant’s owners after the State’s acquisition closes | KPDC owners, utility | After closing, expected end-2026 |
| 11 | Schedule and financing of the port substation’s later stage (330 to 400 MW) | Determines when the full works can connect (Chapter 5) | Demand register and planning with PAK and KPIZ S.A. | PAK, KPIZ S.A., SONATREL | 2027 to 2028 |
| 12 | DR-grade pellet supply and prices; the extent of Cameroonian concentrate options | Decides the economics of a DRI module (Chapter 7) | Market study of DR-pellet suppliers; ore studies under the mining convention | Market, Cameroon Mining Company | Before the DRI reserve is activated |
| 13 | Supplier-guaranteed furnace electricity per tonne (planned within 450 to 490 kWh/t) and furnace availability | Sets Phase 1 demand (about 289 to 302 GWh a year) and the hours left for scheduling around peaks (Chapters 1 and 9) | Performance guarantees in front-end engineering; transformer rating | Technology supplier, Cameroon Steel | Front-end engineering, 2027 |
Source: Cameroon Steel analysis.
11.3 Gaps that are specific to the project
Some uncertainties belong to the steelworks rather than to the public record, and Cameroon Steel will resolve them through its own engineering:
- Benchmarks versus guarantees. RC-1’s energy figures are planning values from published benchmarks [S07]. Front-end engineering with the technology supplier will replace them with guaranteed consumption figures for the furnace, ladle furnace, induction heaters and mills. The Phase 1 electricity estimate, planned at about 289 to 302 GWh a year, could move within the wider range of about 193 to 354 GWh shown in Chapter 9.
- Maximum demand for Phases 1 and 2. RC-1 estimates maximum demand for Phase 1 and the full works but not for the intermediate stage, for which White paper 03, Chapter 9, interpolates about 85 to 110 MVA (derived). It will be estimated when the second melt line is specified.
- Metallic charge. The share of imported DRI or HBI, planned at about 30% within a range of 20% to 50% [S07], affects both furnace electricity and Scope 3 emissions. It will depend on scrap availability and prices, which are the subject of other papers in this series.
- The induction-heating trade-off. The planning value of 300 kWh per tonne of billet depends on how much hot charging is achieved. Plant trials after commissioning will establish the real figure.
11.4 Data that would help every investor
Several gaps would disappear if a few institutions published data they already hold. Chapter 10 recommends an annual energy data release covering: fault levels at major high-voltage nodes; a reconciled national gas balance by field and by buyer; generation by plant with planned and actual output; and a harmonised grid emission factor. The regulator’s 2025 annual report [S01] and SNH’s 2025 petroleum data [S05] already go a long way: this paper could not have been written without them. Extending them in these directions would serve every industrial investor considering Cameroon.
11.5 How this paper will be updated
This is a first edition. Cameroon Steel intends to update it when material new evidence becomes available, in particular:
- after the 225 kV Kribi line and substation are commissioned, with measured network data;
- after the State’s acquisition of the Kribi and Dibamba thermal plants closes [S29];
- after the publication of any large-user tariff framework, gas allocation framework or wheeling rules;
- after Cameroon Steel’s front-end engineering for Phase 1.
Each update will state what changed and why, and will keep the status labels (sourced, derived, assumed, illustrative) used throughout this edition.
Sources cited in this chapter
Bracketed markers refer to these sources; the full list is in the annex. Full list of sources
- S01Rapport d’activités 2025 de l’ARSEL. ARSEL (electricity regulator), 7 Sep 2026.arsel-cm.org/wp-content/uploads/2026/09/Rapport-ARSEL-2025.pdf
- S10Carbon intensity of electricity generation (Ember data). Our World in Data, Dataset accessed Oct 2026.ourworldindata.org/grapher/carbon-intensity-electricity
- S03Tableaux tarifaires, Décision ARSEL N°00000427 (MT 2023-2025). ARSEL, uploaded Jan 2026.arsel-cm.org/wp-content/uploads/2026/01/TABLEAUX-TARIFAIRES-decision-M…
- S04Décision fixant le montant de la RMA ENEO au titre de l’exercice 2025 (réajustée). ARSEL, 19 Dec 2025.arsel-cm.org/wp-content/uploads/2026/01/Decision-fixant-le-Montant-de-…
- S05Données pétrolières 2025. SNH, posted Jun 2026.snh.cm/wp-content/uploads/2026/06/Donnees-petrolieres-2025.pdf
- S16Le navire usine quitte le Cameroun, le gaz s’arrête. Camer.be, 9 Jul 2026.camer.be/93911/12:1/le-navire-usine-quitte-le-cameroun-le-gaz-sarrete-…
- S07Cameroon Steel reference configuration RC-1 (planning estimate), edition 10 October 2026 (RC-1.1): phases, benchmarks with ranges, indicative balances and schedule. Cameroon Steel, 10 Oct 2026.Cited by title and date
- S71Regulatory texts listed on the regulator’s website: orders on the connection code and the market code (files could not be opened on the access date). ARSEL.arsel-cm.org
- S29Au Cameroun, l’État veut reprendre les centrales de Kribi et Dibamba à Globeleq. Forbes Afrique, 11 Aug 2026.forbesafrique.com/au-cameroun-letat-veut-reprendre-les-centrales-de-kr…
Cite this chapter
Cameroon Steel (2026). Cameroon’s hydro grid can power low-carbon steel if large users get firm supply, clear tariffs and gas. White paper 05, chapter 11: Thirteen evidence gaps remain, and most can be closed by publishing data that already exist. CS-WP-05. https://www.cameroon-steel.com/en/library/energy-for-industry/evidence-gaps/
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