LNG: a global perspective Andrew Walker, VP, Global LNG Methane Shirley Elisabeth LNG vessel
LNG trade today a snapshot 50 years old 240 mt (32 bcf/d) 19 exporting countries 27 importing countries 376 ships 10% of all gas consumed worldwide 30% of internationally traded gas
LNG - an evolving trade Driving the globalisation of the natural gas industry a global trade a diversifying trade an increasingly dynamic trade a growing trade LNG as a global commodity fragmentation liquidity Asian gas market…
LNG - increasing impact and influence Old world order of energy rebalancing North America as energy exporter Rise of new Asia as consumers Energy security in the spotlight in Europe New markets opening New market segments…
LNG and gas prices Global Asia Fukushima recession recovery earthquake 25 20 Oil parity Asia long- 15 term proxy /mmbtu Asia spot NBP 10 5 HH 0 2008 2009 2010 2011 2012 2013 2014 2015 Source: Platts,…
LNG trade outlook to 2025 Global LNG supply (mtpa) 2014 to 2025 500 CAGR(%) = 4.2 to 5.6 400 External New supply: LNG trade up to forecasts* 155 mtpa 300 Under construction 200 Supply: existing Existing and under 100…
Global LNG imports by region Pacific Basin Atlantic Basin 350 350 Middle East Bunkers Other Asia Europe 300 300 China N. America Other India Asia S. America 250 250 JKT China mtpa 200 200 India 150 150 100 JKT…
Shipping distances to Asia 5,186 n miles 13,575 n miles W. Russia E. Russia W. Canada 810 n miles Asia 3,940 n miles US Gulf Coast Pacific 9,282 n miles E. Africa 6,747 n miles 3,778 n miles E. Australia Other trades…
Observations LNG - a globalising trade - growing impact and influence Continued strong demand growth Asia focus Next generation of supplies now emerging N. American exports are changing the game evolution or revolution…