Americas outlook GIIGNL General Assembly - 2015 Item 4 Regional overview of energy and gas markets, with a focus on LNG
Americas natural gas consumption outlook 2014 50 WoodMac H1 2015 Americas gas consumption growing 45 IEA Nov 2014 EIA IEO 2013 40 Other 2012 35 Brazil 36 tcf Mexico/Chile 30 31% of global Canada consumption tcf 25 US = 71% of Americas…
US and Canada
North America US natural gas market NG generation has continued to gain market share as prices have remained low Henry Hub 100% (/mmBtu) Hydro 9 90% Warmest winter in 100+ years 8 Coldest winter in 30+ years 80% Nuclear…
North America AEO 2015 vs AEO 2014 Change from AEO 2014 to AEO 2015 2.0 1.5 Dry gas production Production and demand in the AEO 1.0 2015 are higher in the near term, 0.5 0.0 while being lower post 2020 tcf -0.5 -1.0…
North America EIA US supply and resources tcf US supply outlook tcf L48 resources 40 3000 Unproved shale Unproved other 35 Total proven 2500 30 1985 Shale gas 2000 25 Shale Gas 489 80% of total growth through 2040 is 20 1500…
North America EIA US gas demand growth US gas demand outlook tcf tcf 40 10 Electric Power Transportation 9 35 Industrial Net Exports 8 30 (pipeline and LNG) Residential & Commercial 7 25 6 Electric Power Net Exports (pipeline…
North America US transitions to net exporter of natural gas in 2017 4 Liquefied Natural Gas Net Mexican Exports Net Canadian Imports Net Exports - 2015 AEO 2 Net Exports - 2014 AEO - (2) tcf (4) By 2020 5.7 bcf/d of…
North America Henry Hub price outlook AEO /mmBtu year 7 2012 2014 6 2015 2013 5 2014 - Coldest year since 1996 4 3 Price declines as weather returns to normal and the amount of low cost 2012 AEO 2 resources have…
North America North America LNG supply prospects North America LNG supply Global proposed* supply 400 Mexico US = lower 48 (excluding Alaska) 1% 350 Canada Yet to 28% 300 file with Others North FERC 31% America 250 70% US…
North America Americas LNG: recent developments US LNG exports 4 more trains FID so far this year -- 61 mtpa of export capacity now under construction First greenfield project FID with Corpus Christi Drop in oil price has made HH…
South / Central America
South / Central America Gas outlook and LNG infrastructure T&T Venezuela South and Central America gas demand outlook 250 Colombia 2011 View 2013 View Ecuador H1 2015 WoodMac 200 Brazil Peru Bolivia 150 bcma Paraguay…
South / Central America LNG imports by month Annual imports (mt) 2010 2011 2012 2013 2014 2015* 1.6 Brazil 2.0 0.6 2.5 4.3 5.7 5.5 Argentina 1.3 3.2 3.8 4.8 4.7 4.3 1.4 Chile 2.2 2.8 3.0 2.9 2.8 3.3 Total 5.5 6.6 9.3 12.0 13.2…
South / Central America LNG imports to 2025 Key demand factors Argentina: shale gas development, Bolivian imports 40 5.0 Brazil: hydro performance, domestic production, Bolivian imports Chile: economic growth, power capacity choice…
South / Central America New markets South America Uruguay 2.6 mtpa capacity FSRU terminal under construction start 2016 Planned long-term purchase 0.5 to 0.7 mtpa for a power plant, additional demand from Argentina Colombia 2.6 mtpa…
In summary US will remain the largest consumer of gas in the Americas (and worldwide) growing 3.9 tcf by 2030, driven by shale gas Latin America is forecasted to be the major growth centre for gas going forward underpinned by US…
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