This extract from Tanzania’s April 2026 energy budget contains an important reference for Aminex shareholders.
Under the section headed “Expansion of Madimba Gas Processing Plant”, the Government states that, through TPDC, it plans to add one new processing unit at Madimba with capacity to process 70 million cubic feet of gas per day.
The reason given is clear: to meet the expected increase in gas volumes to be processed each day because of increased production from Ntorya and Mnazi Bay wells.
The document states that Madimba currently has capacity to process 210 million cubic feet per day, and that after the expansion the plant’s capacity will reach 280 million cubic feet per day. It also states that TZS 143.2 billion has been allocated by TPDC for implementation of the project.
That is not a small reference.
Ntorya is named directly as part of the reason Tanzania is preparing more processing capacity at Madimba.
For Aminex investors, the importance is straightforward.
Madimba is the processing destination for Ntorya gas. Aminex’s 2025 reporting described the 35 km Ntorya-Madimba pipeline as the link between the Ntorya gas field and the Madimba Gas Processing Plant, with gas then moving onward into Tanzania’s national transmission system. It also stated that once the pipeline is commissioned, NT-2 is expected to be brought into production, enabling first gas sales shortly thereafter.
That places Madimba at the centre of the near-term Ntorya story.
The April budget extract now adds the downstream planning point. Tanzania is not only building the line from Ntorya to Madimba. It is also planning additional processing capacity at Madimba because higher gas volumes are expected from Ntorya and Mnazi Bay.
That is exactly the kind of official infrastructure alignment investors want to see.
In late August, Aminex confirmed that it was participating in ongoing discussions in Tanzania involving the Ministry of Energy, TPDC, PURA and APT to progress coordinated implementation of the Ntorya Development. Aminex welcomed the continued engagement of the Tanzanian authorities and APT, and thanked Dr James Mataragio for convening the meeting of all parties.
Tanzanian press reporting then stated that Dr Mataragio directed Ntorya stakeholders to accelerate implementation so that gas production begins by December 2026. The same report said ARA Petroleum CEO Dr Salman Al Shidi pledged that ARA would continue to carry out its responsibilities with speed and complete the necessary activities to achieve that December 2026 production target.
Seen alongside the April budget extract, that pressure makes sense.
Tanzania is expanding the receiving and processing end of the system. It is allocating capital to gas infrastructure. It is planning for higher volumes. It is also pressing the upstream parties to deliver gas into that system.
That is a positive alignment of planning, infrastructure and official pressure.
Madimba is not just an isolated plant. It sits inside Tanzania’s southern gas system, linking upstream production with national supply.
That is why the April budget reference is important. It shows that Ntorya is being viewed as part of a wider operating system, not simply as a standalone field waiting for future decisions.
The same budget extract also refers to another major gas-infrastructure project: a planned 93 km high-pressure natural gas pipeline from Kinyerezi in Dar es Salaam to Chalinze in Pwani. The Government says that project is intended to make natural gas available to industrial cluster areas including Zegereni-Kibaha, Mlandizi, Kwala Dry Port and Chalinze. TPDC allocated TZS 121.70 billion for that project.
That wider context matters.
Tanzania is expanding gas processing, transmission and distribution infrastructure. The country is building the system needed to use more domestic gas for power, industry, transport, institutions and households.
Ntorya sits directly inside that national expansion.
The planned Madimba expansion is specific:
Current Madimba capacity: 210 MMcf/d
Additional processing unit: 70 MMcf/d
Expanded capacity: 280 MMcf/d
TPDC allocation: TZS 143.2 billion
For Aminex shareholders, the important point is not only the increase in capacity. It is the stated reason for the expansion.
The Government links the additional processing requirement to expected increased production from Ntorya and Mnazi Bay wells.
That makes this more than a general infrastructure story. It is a direct Ntorya reference in a national energy-budget context.
The Madimba expansion strengthens the importance of NT-2 first gas.
NT-2 is the practical bridge between Ntorya as a discovered gas field and Ntorya as a producing part of Tanzania’s energy system. Once Ntorya gas starts moving toward Madimba, the project changes character.
It becomes part of the operating gas network.
That is why the first-gas pathway matters so much for Aminex shareholders. It is the point at which Ntorya begins to move from development value toward revenue value.
CH-1 remains important for scale, future production and the wider field development. But NT-2 first gas is the milestone that opens the gate to the system already being expanded to receive more gas.
The Madimba expansion reference is a clear positive for Aminex investors.
This is not bulletin-board speculation. It comes from Tanzania’s own budget material. It names Ntorya directly. It links Ntorya to increased production. It allocates TPDC funding to expand the processing plant that sits at the downstream end of the Ntorya route.
It also gives useful context to the recent ministerial pressure for first gas and ARA’s reported December pledge.
The important point is simple: Tanzania is not planning around Ntorya disappearing. It is planning around Ntorya contributing more gas.
The same budget extract continues into another gas-infrastructure project: a planned 93 km high-pressure natural gas pipeline from Kinyerezi in Dar es Salaam to Chalinze in Pwani.
The Government says this project is intended to make natural gas available to industrial cluster areas including Zegereni-Kibaha, Mlandizi, Kwala Dry Port and Chalinze. It states that TZS 121.70 billion has been allocated by TPDC for implementation of that project.
That wider context matters.
Tanzania is expanding gas processing, transmission and distribution infrastructure. The country is not treating natural gas as a stranded resource or a narrow upstream story. It is building out the system required to use gas for power, industry, transport, institutions and households.
Ntorya’s role should be viewed inside that national expansion.
The Madimba expansion reference is both constructive and important.
Tanzania’s April 2026 energy budget states that TPDC plans to expand Madimba processing capacity from 210 MMcf/d to 280 MMcf/d, with the stated reason being expected increased gas production from Ntorya and Mnazi Bay wells.
For Aminex shareholders, that is not a small detail.
It shows that Ntorya remains embedded in Tanzania’s official gas-processing and domestic-energy planning.
It also helps explain why Tanzanian authorities are now pressing the Ntorya parties to accelerate implementation and begin gas production by December 2026, and why ARA’s reported pledge to deliver that target matters.
The message from Tanzania’s infrastructure planning is clear: expanded processing capacity, wider gas infrastructure and increased domestic gas use.
Ntorya is named in that planning.
For investors, that is the key point: Tanzania is not planning around Ntorya disappearing. It is planning around Ntorya contributing more gas into the national system.
Source notes:
Tanzania Parliament, Ministry of Energy budget document, 22 April 2026.
Aminex Final Results and Annual Report 2025.
Contributing Author: Andrew Eldridge