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An Asian Perspective on LNG – BG Group

BG Group · Jul 17, 2013 · 23 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. An Asian Perspective on LNG – BG Group – slide 1
    An Asian Perspective on LNG Dr. Anthony Barker 17 July 2013
  2. An Asian Perspective on LNG – BG Group – slide 2
    Agenda Introduction to BG Group Our LNG business LNG in Asia: our perspective Our role in Singapore 3
  3. An Asian Perspective on LNG – BG Group – slide 3
    Introduction to BG Group
  4. An Asian Perspective on LNG – BG Group – slide 4
    About BG Group Market leader: FTSE top 15 company Listed on London Stock Exchange Market capitalisation Circa 60 billion Two highly distinctive capabilities: - World class exploration - Unique LNG model Deepsea Metro I drill…
  5. An Asian Perspective on LNG – BG Group – slide 5
    Our strategy 6
  6. An Asian Perspective on LNG – BG Group – slide 6
    Our LNG business LNG storage tank Curtis Island, Australia 7
  7. An Asian Perspective on LNG – BG Group – slide 7
    Distinctive skills for gas & LNG Highly differentiated gas markets Market Linking gas Resource knowledge to markets development Knowledge, skills and capability across whole gas chain Identify best opportunities Build strong…
  8. An Asian Perspective on LNG – BG Group – slide 8
    BG Groups LNG business Global reach 2017 Sales position Hub linked Uncontracted Oil linked Regasification Long-term supply Long-term sales LNG Shipping & Marketing operating profit (m) 2012 LNG sources & destinations…
  9. An Asian Perspective on LNG – BG Group – slide 9
    Multiple new LNG supply options Prince Rupert: 14 mtpa Lake Charles: 15 mtpa Tanzania: 10 mtpa QCLNG: 4.25 mtpa Attractive plant site No BG Group capital BG Group operated blocks Third train opportunity No BG Group capital in…
  10. An Asian Perspective on LNG – BG Group – slide 10
    LNG in Asia: our perspective
  11. An Asian Perspective on LNG – BG Group – slide 11
    Strong global demand for gas Global gas supply (bcma) 5000 CAGR 2.6% Far East Other CAGR 8.8% Middle 4000 East Russia & Decline Central Asia 100% 3000 of current Americas supply 2000 1000 0 2012 2025 Supply:…
  12. An Asian Perspective on LNG – BG Group – slide 12
    Emerging LNG supply gap Global LNG supply (mtpa) 500 External LNG trade forecasts* 400 Supply gap: 150 mtpa 300 Under construction 200 Supply: existing Existing and under 100 construction 0 2000 2005 2010 2015 2020…
  13. An Asian Perspective on LNG – BG Group – slide 13
    Asian LNG imports (2000 to 2025) 350 CAGR CAGR 2000 2010 2010 2025 300 6.2% pa 5.9% pa 250 New China mtpa 200 India 150 100 JKT 50 0 2000 2005 2010 2015 2020 2025 Source: BG Group interpretation of Wood…
  14. An Asian Perspective on LNG – BG Group – slide 14
    Rapidly changing supply perspective US LNG exports Mozambique Cumulative DOE filings (mtpa) Reserves announced* (tcf) 250 140 2010 2011 2012 2010 2011 2012 19 120 200 16 100 14 150 12 80 8 1st appraisal well 60 100 BG -…
  15. An Asian Perspective on LNG – BG Group – slide 15
    Supply observations US exports Volume will be project and market limited irrespective of govt. policy Policy delays will act to extend current market tightness Western Canada Traditional resource play very different from US…
  16. An Asian Perspective on LNG – BG Group – slide 16
    Trade patterns and balances Illusions of a coming buyers market is not new we have been here before New supply will take longer than many envisage US LNG adds beneficial flexibility but pricing will remain regional Non-US…
  17. An Asian Perspective on LNG – BG Group – slide 17
    Our role in Singapore
  18. An Asian Perspective on LNG – BG Group – slide 18
    Our role in Singapore Energy Market Authority of Singapore Terminal owner (Singapore LNG) LNG supplier Aggregator Gas buyers (BG Group) (BG Group) Sources: BG Group, 2012 19
  19. An Asian Perspective on LNG – BG Group – slide 19
    Consolidating demand Marketing multiple gas sales Singapore LNG demand contracts 3.5 Inventory management and 3.0 24/7 commercial operations 2.5 Market development 2.0 mtpa 1.5 1.0 0.5 0.0 2013 2014 2015 Sources: BG Group…
  20. An Asian Perspective on LNG – BG Group – slide 20
    Short-term sales Meeting a key need of the market 2013 volumes Short-term interest driven by: Ramp up and commissioning 21% requirements Operational concerns Commercial opportunities to access spot LNG 79% Pipeline gas…
  21. An Asian Perspective on LNG – BG Group – slide 21
    Consolidating demand (regasified LNG offtake) (regasified LNG offtake) (regasified LNG offtake) Multiple cargoes of LNG on a single LNG vessel Smaller gas buyers can access the spot LNG market efficiently Spot gas offtake…
  22. An Asian Perspective on LNG – BG Group – slide 22
    Conclusions LNG supply framework established in Singapore BG Group is supporting development of LNG bunkering market in Singapore Aggregator model provides unique benefits in early stages of market development 23
  23. An Asian Perspective on LNG – BG Group – slide 23

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