Natural Gas Facts & Figures Section 3: LNG September 214
3. LNG Trade movements Terminals for import, terminals for exports Liquefaction, regazeification LNG Fleet Sources : Total LNG group, PGCD special report LNG by road, fluvial
LNG: More flexibility through new technology On-board regasification offers low cost and convenient option to supply gas to new and existing markets 3
LNG: More flexibility through new technology Small scale LNG offers opportunities to produce otherwise stranded gas and reduce gas flaring Gas source Source: Skaugen 4
LNG Exports by Country Qatar, 77.4, +1.9 Malaysia, 23.1, -1.9 Australia, 2.8, +1.6 Nigeria, 2, +1.2 Indonesia, 18.1, -3.3 Trinidad, 14.4, +.5 Algeria, 11, -1.6 Russia, 1.9, +.4 Oman, 8.1, +.2 Brunei, 6.8, + UAE, 5.6, -.3 Egypt, 5.1, -1.3 Yemen, 5.1, -1.5 Peru, 3.9, +.1 Eq. Guinea, 3.8, -.1 Norway, 3.4, +.6 US,.2, -.1 Figure 3.2: LNG Exports by Country: 212 Exports & Incremental Change Relative to 211 (in PA) Sources: Waterborne LNG Reports, US DOE, PFC Energy Global LNG Service
LNG Imports by Country Japan, 87.3, +8.5 South Korea, 36.8, +1 China, 14.8, +1.9 Spain, 14.2, -3 India, 14, +1.2 Taiwan, 12.8, +.6 UK, 1.5, -8.2 France, 7.5, -3.2 Turkey, 5.7, +1.2 Italy, 5.2, -1.2 Argentina, 3.8, +.6 Mexico, 3.6, +.6 US, 3.3, -2.7 Chile, 3, +.2 Brazil, 2.5, +1.9 Kuwait, 2.1, -.3 Belgium, 1.9, -2.5 Portugal, 1.7, -.6 Other, 7.1, + Figure 3.6: LNG Imports by Country: 212 Imports & Incremental Change Relative to 211 (in PA) Other includes Canada, UAE, Greece, Thailand, Puerto Rico, Dominican Republic, Indonesia, and the Netherlands Sources: Waterborne LNG, US DOE, PFC Energy Global LNG Service
Map of inter basin Trade Intra Pacific Middle East - Pac Atl - Pacific Pac - Middle East Intra Middle East Atl - Middle East Pacific - Atl 15.4 15.6..1. 2.3..6. 1.1.2 8. 56.3 69.7 3 2 1 5 25 2 1 Intra Atlantic 2 212 Middle East - Atl 2 212 Pacific - Atl 2 212.8.4. 3. 1.5..1.5. Atl - Middle East 2 212 Intra Middle East 2 212 Pac - Middle East 2 212 2 1 8 4 1 5 Atl - Pacific 2 212 Middle East - Pac 2 212 Intra Pacific 2 212 Middle East - Atl Intra Atlantic 212 2 4.3 21.1 27.6 6.7 45 9 Map of Inter - Basin Trade: 2 v 212 Source: PFC Energy Global LNG Service
Algeria Angola Colombia Egypt Eq. Guinea Nigeria Norway Trinidad Oman Qatar UAE Yemen Australia Brunei Indonesia Malaysia Papua New Guinea Peru Russia USA PA % Growth in Capacity Liquefaction capacity by Country 9 8 7 6 5 4 212 217 % Growth in Liquefaction Capacity (212-217) Atlantic Middle East Pacific 5% 35% 25% 3% 25% 2% 15% 1% 3 5% 2 % 1-5% -1% Liquefaction Capacity by Country in 212 and 217 Source: PFC Energy Global LNG Service, Company Announcements
Small scale export projects Project Country Status Original Capacity Announced Start Operator Early Phase of LNG Industry Kenai LNG US Existing.9 1969 ConocoPhillips Brunei LNG T1-5 Brunei Existing 1.5 1972 Brunei LNG JV Skikda - GL1K (T1-4) Algeria Existing 1.4 1972 Sonatrach ADGAS LNG T1-2 UAE Existing 1 1977 ADGAS LNG JV Arzew - GL1Z (T1-6) Algeria Existing 1.1 1978 Sonatrach Arzew - GL2Z (T1-6) Algeria Existing 1.1 1981 Sonatrach Skikda - GL2K (T5-6) Algeria Existing 1.4 1981 Sonatrach Recent Onshore Skangass LNG Norw ay Existing.3 21 Lyse Sengkang LNG T1 Indonesia Construction.5 213 Energy World Corp. Sengkang LNG T2 Indonesia Construction.5 213 Energy World Corp. Table 4.2: Small-Scale Liquefaction Export Projects Source: PFC Energy Global LNG Service
Number of Terminals Annual send-out capacity 8 7 6 5 4 3 2 1 212 217 Up to 1 bcm/yr 1-5 bcm/yr 5-1 bcm/yr 1-2 bcm/yr 2-3 bcm/yr >3 bcm/yr Annual Send-out Capacity of LNG Terminals in 212 and 217 Sources: PFC Energy Global LNG Service, Company Announcements
Argentina Brazil Canada Chile Dom. Rep. Mexico Puerto Rico US China India Indonesia Japan Korea Taiwan Thailand Malaysia Singapore Belgium France Greece Italy Netherlands Norway Portugal Spain Sweden Turkey UK Lithuania Poland Kuwait UAE Israel PA Receiving terminal import capacity 2 3% 15 1 212 217 % Growth Americas Asia Europe Middle East 25% 2% 15% 5 1% 5% % Receiving Terminal Import Capacity by Country in 212 and 217 Source: PFC Energy Global LNG Service, Company Announcements
Nakilat Golar LNG MISC Maran G.M. Bonny G.T. MOL BG Group Teekay LNG GasLog LNG NWSSSC NYK Line BW Gas/Marubeni NGSCO Dynagas BP Shipping Hyundai M.M. K Line Knutsen OAS Hoegh LNG China LNG S.C. JC Nakilat Teekay/Nakilat Teekay/Marubeni Sovcomflot Almi Gas Chevron S.C. Hyproc S.C. SK Shipping BW Gas Awilco Brunei G.C. Excelerate Energy Cardiff Marine Brunei Shell T. CPC/NYK/MOL Exmar/Excelerate Hanjin Shipping Korea Line Maran/Nakilat MOL/NYK/Teekay Nakilat/Overseas ProNav/Nakilat Sovcomflot/NYK Oman S.C. China S.G. MOL/China S.G. # of vessels 1969 1973 1976 1978 198 1983 1985 1989 1991 1993 1995 1997 1999 21 23 25 27 29 211 # of vessels LNG fleet 5 Q-Max 45 4 Q-Flex 35 Floating Regas & Storage 3 Conventional 25 2 15 1 5 Global LNG Fleet by Year of Delivery Sources: PFC Energy Global LNG Service 3 25 2 15 1 5 On Order Current Fleet New-build Orders (3 or more vessels) Source: PFC Energy Global LNG Service
Liquefaction capacity: operating and planned MMty 2 18 16 14 12 1 8 6 4 2 Operating Capacity Under Construction Capacity Planned Capacity * * All on-going planned projects till 223 IHS January 214 13
Liquefaction capacity: operating and planned MMty Operating Capacity Under Construction Capacity Planned Capacity * Africa 62,1 4,7 187,5 Australasia 24,95 68,7 152,47 C.I.S. 1,61 1 153,77 Europe 4,76 19,1 Far East 74,7 21,45 38,68 Latin America 19,92,54 33,1 Middle East 1,25 1,8 59,15 North America 9 449,63 Total 297.29 125,19 193,31 * All on-going planned projects till 223 IHS January 214 14
Mmty 4 35 3 25 2 15 1 5 Regasification capacity: operating and planned Operating Capacity Under Construction Capacity Planned Capacity * * All on-going planned projects till 22 IHS January 214 15
Regasification capacity: operating and planned Mmty Operating Capacity Under Construction Capacity Planned Capacity * Africa 11,54 Australasia 1,17 C.I.S. 9,7 Europe 137,8 3,49 121,74 Far East 379,12 2,46 249,35 Latin America 41,64 1,7 76,66 Middle East 17,41 14,77 North America 83,95 17,45 Total 659,2 25,65 51,75 * All on-going planned projects till 22 IHS January 214 16
Overland transport of LNG: By road trucks and railcars LNG is transported by road truck in many countries Trucked LNG has many small-scale uses: Domestic and commercial piped gas supply from satellite re-gasification terminals located in places remote from pipelines Small industrial users (electric power, engine tests, glass, paper) Commercial users (trains, buses, ferries, institutions) Supply to peak-shaving plants Supply to pipeline network during repairs or maintenance 17