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LNG Top to Bottom The Pure Play Perspective – BG Group

BG Group · May 16, 2006 · 20 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 1
    BG Group LNG Top to Bottom The Pure Play Perspective Martin Houston Houston 16th May 2006
  2. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 2
    BG Group Integrated gas major Activities span the natural gas chain Exploration & Production LNG Transmission & Distribution Gas Fired Power Generation A top 20 FTSE company Market capitalisation Over 25 billion A global…
  3. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 3
    BG Group Group strategy Integrated Gas Major Connect gas to Secure low cost high value markets resources Build & access markets Equity reserves Serve customers Contracted resources Skills to succeed across the gas chain…
  4. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 4
    Global LNG Growth forecast LNG demand (mt) CAGR 2005 2010 300 250 Oil worldwide 2% 200 Gas worldwide 2% 150 LNG worldwide 13% 100 50 LNG in USA/Can 33% 0 2005 2006 2007 2008 2009 2010 US Europe Asia Pacific Source:…
  5. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 5
    Global LNG LNG trade the past Algeria Middle East Trinidad W.Africa S.E.Asia Markets Australia LNG Pipe Source : BG Three main trade regions 6
  6. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 6
    Global LNG LNG trade growth 1964 to present 400 N. America 350 Europe 300 Asia Pacific 250 mtpa 200 150 (LNG growth 1980 2005 CAGR 5%) 100 50 0 1990 1995 2015 1985 2000 1980 1970 1975…
  7. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 7
    Global LNG LNG trade growth 1964 to 2015 400 N. America 350 Europe 300 (LNG growth 2005 Asia Pacific 2010 CAGR 13%) 250 An industry mtpa 200 hinge point 150 (LNG growth 1980 2005 CAGR 5%) 100 50 0 1985…
  8. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 8
    BG Groups LNG projects Supply projects Train 1 3.1 mtpa 1999 (BG 26.0%) Train 1 3.6 mtpa 2005 (BG 35.5%) Train 2 3.4 mtpa 2002 (BG 32.5%) Train 2 3.6 mtpa 2005 (BG 38.0%) Train 3 3.4 mtpa 2003 (BG 32.5%) Egypts largest project…
  9. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 9
    Global LNG Industry focus is changing LNG trade (mtpa) 200 North America 180 Europe 160 140 Asia Pacific 120 100 80 60 40 20 0 Atlantic Pacific Atlantic Pacific Atlantic Pacific Basin Basin Basin Basin Basin…
  10. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 10
    BG Groups LNG projects Lake Charles import terminal Everett Cove Point Lake Charles Elba Island Excelerate Lake Charles import terminal 1.2 bcf/d sustainable send out 1.5 bcf/d peak send out Expansion to 1.8 bcf/d…
  11. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 11
    Global LNG US LNG imports percentage by importer Share of US LNG Imports US LNG imports (mt) 60% 2003 10.5 50% 2004 12.9 2005 12.7 40% 30% 20% 10% 0% BG Suez BP Shell Statoil Other Source : DOE BG was the largest US…
  12. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 12
    Global LNG Spot cargoes 2005 Spot & short-term trades 2005 (18 mtpa) MT 9 BG share of global 8 BG spot spot & ST trade 7 imports 6 Other spot & 15% BG diverted 5 ST imports US Imports to other 4 buyers 3 9% 2 diversions to…
  13. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 13
    Global LNG BG Groups share of US import capacity End 2005 End 2012 Total capacity = 4 bcfd* Total capacity = 23 bcfd* Excelerate BG = 45% BG = 13% 14% Shell 7% BG BP 45% 7% Others Statoil 7% 87% Suez 20% Majority…
  14. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 14
    Global LNG BG Groups LNG portfolio UK Providence Brindisi Shipping ELNG Damietta Elba Island Mauritania ELNG 3 Atlantic LNG Lake Charles OKLNG debottleneck ALNG NLNG ALNG 5 Brass LNG (MoU) Eq. Guinea Chile Brazil LNG…
  15. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 15
    Global LNG BG Groups LNG portfolio future supply Exceptional growth underpinned by long term firm supply 16
  16. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 16
    Global LNG LNG trade evolving Norway / Russia Sakhalin Egypt Middle East Algeria W.Africa Trin / Ven S.E.Asia S. America Markets Australia LNG Pipe Source : BG LNG driving globalisation of gas industry 17
  17. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 17
    BG Group Cargoes purchased / markets supplied 2002 Present UK Belgium Spain France S. Korea USA Japan Algeria Qatar Egypt Oman Nigeria Malaysia Trinidad Australia Cargoes Purchased Markets Supplied BG transacting in a…
  18. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 18
    BG Group Total operating profit (m) m 2500 CAGR 40% 1997-2005 2,380 2000 1,513 1500 1,279 1000 833 888 688 500 330 160 229 0 1997 1998 1999 2000 2001 2002 2003 2004 2005 E&P T&D, LNG, Power & Other Continuing operations…
  19. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 19
    Global LNG Key trends A period of high growth supply is short Increasing market connectivity Various business models emerging National champions Market players Resource developers Portfolio developers Niche players Old LNG and…
  20. LNG Top to Bottom The Pure Play Perspective – BG Group – slide 20
    Global LNG LNG the pure play perspective Increasing opportunity For the flexible, nimble & sophisticated player able to recognize opportunity and execute Our LNG strategy; Low cost gas into high value markets A deep and flexible…

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