an update on the changing competitive dynamics of the global lng markets
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An Update on the Changing Competitive Dynamics of the Global LNG Markets. Edgar van der Meer Energy Analyst. Export Market Characteristics and Challenges Oil Price Linkages Taking Advantage of Increasing Supply End Markets for Alaskan gas? How big a role will Japan play?. - PowerPoint PPT PresentationTRANSCRIPT
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An Update on the Changing Competitive Dynamics of the
Global LNG Markets
Edgar van der Meer Energy Analyst
September 18, 2013 9th Annual Alaska Oil and Gas Congress
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• Export Market Characteristics and Challenges
• Oil Price Linkages
• Taking Advantage of Increasing Supply
• End Markets for Alaskan gas?
• How big a role will Japan play?
September 18, 2013 9th Annual Alaska Oil and Gas Congress
Photo: lightgraphs on flickr
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Export market characteristics and challenges
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Source: BP
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• Nov. 19, 2009:LNG Expands in Australia
Explosive growth
September 18, 2013 9th Annual Alaska Oil and Gas Congress
http://www.economist.com/node/14931607/print
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• Jul. 27, 2013Australia’s gas explorers (I)
The Next Qatar?The cost of exploiting Australia’s new-found gas supplies is Soaring
September 18, 2013 9th Annual Alaska Oil and Gas Congress
http://www.economist.com/news/business/21582272-cost-exploiting-australias-new-found-gas-supplies-soaring-next-qatar/print
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Transportation
September 18, 2013 9th Annual Alaska Oil and Gas Congress
Photo: kenhodge13 on Flickr
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Oil Price Linkages
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Source, BP/NRG Expert
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Source: EIA
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Taking advantage of increased supply
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Natural Gas Consumption/Production
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Consumption Production
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End markets for Alaskan Gas
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• Associated Press:Alaska asks ConocoPhillips to reopen LNG plantSeptember 18, 2013
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Asia vs. World electricity generation capacity
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How big a role will Japan play?
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Source: NRG Expert
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http://www.nrgexpert.com/9th-annual-alaska-oil-and-gas-delegate-report/