Global Economy and Cooperation

Gasex 2012Jérôme Ferrier, President IGU

CONSUMPTION OF PRIMARY ENERGY BY SOURCE

Oil33%

Natural gas 24%

Coal 30%

Nuclear5%

Hydro6%

Renewables2%

World

Source: BP Statistical Review 2012

Oil27%

Natural gas 11%

Coal53%

Nuclear2%

Hydro5%

Renewables1%

Asia Pacific

Gasex 2012

PROVED CONVENTIONAL GAS RESERVES

Source: BP Statistical Review 2012

7,2%4%

41,8%32,6%

7,2%7,1%

1991131,2 Tcm

4,6%4%

33,7%

42,1%

7,8%7,7%

5,2% 4%

37,8%

38,4%

7%

8%

2001168,5 Tcm

2011208,4 Tcm

Gasex 2012

PRODUCTION AND CONSUMPTION OF NATURAL GAS1986 to 2011 (Bcm)

Source: BP Statistical Review 2012

0

500

1000

1500

2000

2500

3000

3500

1986

1988

1990

1992

1994

1996

1998

2000

2002

2004

2006

2008

2010

0

500

1000

1500

2000

2500

3000

3500

1986

1988

1990

1992

1994

1996

1998

2000

2002

2004

2006

2008

2010

PRODUCTION CONSUMPTION

Gasex 2012

MAIN CONVENTIONAL GAS RESOURCESIN ASIA-PACIFIC

Source: BP Statistical Review 2012

RESERVES(Bcm)

R/P PRODUCTION (Bcm/y)

CONSUMPTION(Bcm/y)

∆(Bcm/y)

AUSTRALIA 3 800 84 45 25,6 +19,4

CHINA 3 100 30 102,5 130,7 -28,2

INDONESIA 3 000 40 75,6 37,9 +37,7

MALAYSIA 2 400 38 61,8 28,5 +33,3

INDIA 1 200 26 46,1 61,1 -15

Gasex 2012

AUSTRALIAN GAS PRODUCTION GROWTHBcm

Source: IEA 2011

2245 54 6221

96

117

135

0

50

100

150

200

250

2010 2020 2030 2035

Exports

Domestic consumption

Gasex 2012

MAIN CONVENTIONAL GAS RESOURCES AVAILABLE

RESERVES(Bcm)

R/P PRODUCTION (Bcm/y)

CONSUMPTION(Bcm/y)

∆(Bcm/y)

RUSSIA 44 600 73 607 424,6 +182,4

IRAN 33 100 218 151,8 153,3 -1,5

QATAR 25 000 170 146,8 23,8 +123

TURKMENISTAN 24 300 408 59,5 25 +34,5

Gasex 2012

ESTIMATES OF TECHNICALLY ACCESSIBLESHALE GAS RESERVES (Tcf)

Brazil226

Brazil226

Argentina774

Argentina774

Mexico681

Mexico681

United States862

United States862

Canada388

Canada388

Poland187

Poland187

Libya290

Libya290

Algeria231

Algeria231

China1275China1275

Australia396

Australia396

Source: EIA/ARI, 2011

France180

France180

Gasex 2012

PROJECTED NATURAL GAS DEMAND BY REGION TO 2035Bcm

Sources: Cedigaz (2011), IEA WEO 2011 (projection for 2035)

Gas demand grows fastest in the non-OECD regions, led by China, which accounts for more than a quarter of worldwide increase in demand between 2009 & 2035

0

100

200

300

400

500

600

700

800

900

1000

North America Europe Middle East Russia China India Japan

Additional to 20352011

Gasex 2012

MAJOR GAS AND LNG TRADE MOVEMENTS IN 2011

Source: Includes data from Cedigaz, GIIGNL, CISStat Poten, Waterborne

88

184

15

49

195

44

1365

32

14

9

27

14

10

8

10

9

6

3517

23

12

3

4

4

Pipeline gasLNG

Gasex 2012

GAS PIPELINES

Source: IHS

TURKMENISTANPR = 24 Tcm

100 Bcm/y

Sakhalin LNG: 11 Mt/y

Shtockman LNG

Gasex 2012

INDONESIA – Trade flows in 2010

2

314

51

2

34

5

Source: data from WTOImports : 135 GUSD

Exports : 158 GUSDGasex 2012

AUSTRALIA – Trade flows in 2010

Source: data from WTOImports : 201 GUSDExports : 212 GUSD

13 41 23

5

2 4

5

Gasex 2012

IGU Members in Asia

Gasex 2012

Strategic vision 2012 – 2015TWP and the 4 pillars

“Growing together towards a friendly planet”

You can download the complete TWP :http://www.wgc2015.org/le-triennium/le-triennium-francais/

Thank you for your attention

Gasex 2012