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Central Asia Methane Data Insights & Strategy Recommendations

Uzbekistan Stakeholder Training

April 9, 2026

Hanling Yang, Associate Vice President, EDF Energy Transition

Aaron Feng, Senior Manager, EDF +Business Energy Transition

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Agenda

No

Content

Time

Introduction

All

5 min

1

Methane Satellite Capacity

MethaneSAT Mission, Satellite Capacity Comparison, Data access

Aaron Feng

10 min

2

From Data to Action

Case Study: Regulatory (US), Market access (Algeria & EU)

Hanling Yang

10 min

3

MethaneSAT Uzbekistan Data Insights

Methane Finance Opportunity & Case Study (Pemex, Mexico)

Aaron Feng

20 min

4

Questions & Discussion

Feedback & Engagement next step

All

15 min

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1. Recap: Methane Satellite Capacity

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  • EDF satellite mission to produce quantitative data on methane emissions, with a focus on the oil and gas sector
    • Launched on March 2024, stopped operations in June 2025
    • Intended to cover the gap between point source imagers and global flux mappers (point sources + total emissions)
    • Acquired data from ~200x200 km2 targets around the planet
  • Data products:
    • Level 1: top-of-atmoshere radiance
    • Level 2/3: XCH4 maps (native spatial sampling or gridded)
    • Level 4: total emissions (area+point sources)
  • Data available from the public data portal, the Google Cloud, and the Google Earth Engine

The MethaneSAT mission

Partners

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A diverse ecosystem of methane-sensitive missions

Area flux mappers (global):

    • TROPOMI: 7 km/pixel, global daily coverage, >10 t/h emissions, difficult attribution to sources
    • A number of other missions coming up , in particular MethaneSAT (~400 m pixel, 200 km coverage)
    • GOSAT-GW, S-5 & CO2M also coming up

Point source imagers (local):

    • Spatial sampling ~30 m
    • Allow attribution to sources and lower detection limits (300-10,000 kg/h)

Two classes of satellite missions

    • Spectrometers (GHGSAt, PRISMA, EnMAP, EMIT): medium-high sensitivity, sparse acquisitions, require tasking
    • Multispectral imagers (S-2/Landsat): low sensitivity, but “monitoring” with frequent and global coverage

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  • Quantitative data on total methane emissions globally is lacking. Current estimates have large uncertainties.
  • MethaneSAT's high precision and wide coverage enables us to see all O&G emissions across basins. This comprehensive data is essential for understanding methane emissions, via 3 scales:

MethaneSAT's goal is to quantify total emissions from majority of global O&G production, including large point sources & small dispersed emissions

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MethaneSAT Global Oil & Gas Basin Coverage (2024–2025)�Available on web portal & Google Earth

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2. From Data to Actions

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Voluntary �Corporate �Action

Policy �&

Regulation��

Finance

Sector �Engagement

+

+

+

Markets �& �Performance

Standards

Established Industry Norm

Theory of Change: Enable Data to Action in Methane

Foundation: Strong Data & Analytics

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1. MethaneSAT Evidence Demonstrates the Impact of New Mexico’s Methane Regulations

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Policy Outcomes Confirmed by State‑Level Reporting and Economic Results

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Region

O&G Basin Name

Total Super-emitters flux (t/h)

Total regional emissions – MethaneSAT (t/h)

Methane Intensity, Marketed gas production-based (%)

% of emissions from super-emitters

All regions in Algeria

31

155

20%

Illizi-Ghadames

(gas dominant)

14

68

4%

21%

Oued Mya

(oil dominant)

15

73

15%

20%

Hassi R’Mel

(gas dominant)

7

25

0.9%

30%

Note: Satellite-based source level point source data detection limits of satellite point source imagers utilized: 100-500+ kg/h

Superemitter data from Tanager + EMIT

(Mar 2024 – Dec 2025, Carbon Mapper portal)

2. MethaneSAT Enables Compliance with Market Performance Standards

Example: Algeria Gas Exports to the EU

Sources: MethaneSAT

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3. Nearly half of production-related emissions are found over marginally producing areas using MethaneSAT data

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Marginally producing regions

Non-marginally producing regions

NM

TX

Superemitter detections from satellites

From IMEO MARS portal:

PRIMA - ASI

Sentinel-2 - ESA

Landsat - NASA/USGS

Sentinel-5P/TROPOMI - ESA

EnMAP - DLR

EMIT - NASA

GOES - NOAA

VIIRS - NASA/NOAA

Sentinel-3 - ESA

From Carbon Mapper portal:

Tanager - Carbon Mapper Coalition

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�3. Uzbekistan Data Insights� Methane Finance Opportunity

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Heatmap of aggregated total methane emissions data, summarizing oil/gas and methane intensities

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1. Methane is a Material Operational and Financial Issue for Uzbekistan’s Oil & Gas Sector

MethaneSAT Insights for Uzbekistan (July 2024 – June 2025)

  • MethaneSAT analysis across eight collections indicates material methane emissions from Uzbekistan’s oil & gas sector, with strong concentration in the Amu Darya Basin.
  • Estimated oil & gas methane emissions are ~170 t/h, corresponding to 4.8% methane intensity relative to marketed gas production, with an estimated annual economic loss of $308~880 million*
  • Emissions are operationally actionable, with multiple high‑emitting point sources detected.
  • Satellite‑derived data provides a credible foundation for operational improvement, inventory strengthening, and methane‑linked finance.

Why this matters for Uzbekneftegaz?

  • As the largest producer in the basin (~55% share), Uzbekneftegaz can materially shift national outcomes.
  • Methane mitigation offers near‑term economic, financial, and reputational upside.
  • Uzbekistan transitioned from exporting to importing natural gas since 2023

*Assumptions: Gas unit price based on export opportunity cost to China ($0.40 / m3) or domestic industrial value ($0.15 / m3), continuous leakage (8,760 hours / year)

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2. MethaneSAT Provides Decision-Grade, Independent Visibility Across Uzbekistan (July 2024 – June 2025)

MethaneSAT Coverage

  • Eight satellite collections between July 2024 – June 2025
  • Aggregated regional analysis covering oil & gas production, flaring areas, and surrounding regions

What MethaneSAT Delivers

  • High‑resolution detection of area‑wide emissions
  • Identification and quantification of large point sources
  • Independent, verifiable data aligned with global best practice

Use Cases

  • National methane inventory enhancement
  • Identification of priority abatement zones
  • Evidence base for engagement with financiers, regulators, and partners

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3. Methane Emissions are Highly Concentrated in the Amu Darya Basin, Linked to Production and Flaring in the South

Non‑Oil & Gas Context

(Bottom‑Up Inventories)

Livestock: 30–70 t/h

Landfills: 4–11 t/h

Southern Uzbekistan (Amu Darya Basin)

Highest methane emissions, Strong correlation with oil & gas production and gas flaring

Eastern & Northwestern regions: Dominated by non‑oil & gas methane (livestock, landfills)

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4. Uzbekneftegaz’s Scale (~55% Production Share) Creates Disproportionate Leverage on National Methane Outcomes

Production Landscape

  • Total Production: 311 mmboe / yr in 2024
  • Uzbekneftegaz: ~55% of basin oil & gas production

Implications for Uzbekneftegaz

  • Uzbekistan’s NDC 3.0 (Nov 2025) indicates a 50% reduction in intensity by 2035 vs 2010 baseline.
  • Uzbekistan transitioned from exporting to importing natural gas since 2023
  • Actions by Uzbekneftegaz can drive disproportionate national methane reductions (O&G contributing to ~70-80% emissions)
  • Creates a strong case for leadership in:
    • Inventory credibility
    • Abatement execution
    • Engagement with investors and governments

Source: NDC Partnership, Wood Mackenzie

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5. Uzbekistan’s Methane Intensity Is Elevated Versus Many Global Basins

Rapid Reduction in methane intensity is possible and conducive to efficiency gains

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6. A Small Number of High-Emitting Oil & Gas Point Sources Offer Immediate, High-Return Abatement Opportunities

* Preliminary data and analysis – do not cite

Carbon Mapper

IMEO-MARS

 SRON - TROPOMI

MethaneSAT

6 t/h

6 t/h

6 t/h

6 t/h

Oil and gas

Other 

Unknown

MethaneSAT Detections

  • Four high‑emitting oil & gas point sources
  • Each emitting approximately ~6 t/h
  • Co‑located with hotspots identified by other satellites

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7. MethaneSAT Enables a Clear Path from Emissions Data to Methane-Linked Finance and Value Creation

  • Possibility for favorable (re)financing terms, potentially including a lower interest rate on debt
  • Alignment with investor and governmental demands for decarbonization and energy security
  • Improvement of underlying asset quality and operations
  • Cost effective new gas supply without the new drilling
  • Reputational benefits for Uzbekneftegaz and government
  • Progress towards corporate and national emissions targets

Measurement Based Data

Credible Quantification

Abatement Plan

Finance Eligibility

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8. Uzbekistan Can Unlock Significant Methane Finance by Systematically Scoping Abatement Opportunities like Pemex

Decarb Line of Action

Mitigation Potential

CAPEX ($)

OPEX ($)

Specific Activities

Routine flaring reduction E&P / gas processing centers and ZRF in new fields

> 15 MMtCO2e/yr

2-3bn

75-125mn/yr

  • Close high GOR, mature wells
  • Reinject wet sour gas
  • Gas processing & other infrastructure

Detect, quantify, and eliminate methane emissions

> 5 MMtCO2e/yr

170-200mn

  • Dry seals
  • LDAR expansion with MRV
  • Improve flare combustion efficiency

Reduce CO2 and CH4 venting

< 5 MMtCO2e/yr

400-420mn

100-150mn/yr

  • Carbon capture for CO2 process streams
  • Green hydrogen supply

Efficient cogeneration projects

< 5 MMtCO2e/yr

-

700-730mn/yr

  • Cogeneration plans in La Cangrejera petchem complex and 4 refineries

Routine flaring reduction in refining

< 5 MMtCO2e/yr

30-50mn

-

  • Equipment replacement
  • Rehabilitation and maintenance
  • Reduce routine flaring in refineries

Energy efficiency and combustion reduction in petchem and refineries

< 2 MMtCO2e/yr

350-400mn

-

  • Replace fuel oil with natural gas
  • Rehabilitation and maintenance
  • Improve combustion efficiency

“No net cost” activities only

~ 10 MMtCO2e

n/a

  • Mostly routine flaring reduction

EPA-Pemex report

3.83 MMtCO2e

255mn

  • 6,800 mitigation actions identified

Pemex Sustainability Plan and Finance Analysis

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�4. Q&A Next Steps

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Annex

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1. MethaneSAT Inventories in UZ Align with CAMS and Reveal Potential Underestimation in Global Benchmarks (EDGAR)

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