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TRANSCRIPT
LNG Supply, Demand, and Pricing
Marine Money, Dubai. March 15th 2018
Presented by: Captain Saleem Alavi President
Sea Commerce (America) Inc
1
LNG Industry – A snap shot
• 288 mtpa Global LNG Trade
• 19 countries
• 340 mtpa Global Liquefaction
Capacity
• 30 countries
• 795 mtpa Global Regasification
Capacity
• In service – 27
• On order - 7 Global FSRU Fleet
• In-service – 480
• On-order - 130 Global LNGC Fleet
• US$6.30/MMBtu
• Basis DES Asia Yearly Average price
of LNG
• DFDE - US$46000 per day
• ST – US$28000 per day Yearly Average LNGC
Charter Rate 2 Sea Commerce (America) Inc.
Current & Future LNG Supply
3
LNG Contracts: LNG buyers signing smaller & shorter tenure contracts
4 Sea Commerce (America) Inc.
Game Changer - US LNG driving change in the industry
5 Sea Commerce (America) Inc.
US LNG Project summary: On-Line: 13.5 mtpa Under construction: 53.5 mtpa Proposed: 300 mtpa Approved: 56 mtpa FID: 67 mtpa
LNG Pricing
6 Sea Commerce (America) Inc.
LNG Pricing
7 Sea Commerce (America) Inc.
Challenging Fuels
8 Sea Commerce (America) Inc.
THANK YOU
Sources used in this presentation: Shell, Cheniere, Poten, Eia, DOE, Author’s interpretation