An Update on the Changing Competitive Dynamics of the Global LNG Markets Edgar van der Meer Energy Analyst September 18, 2013 1 9 th Annual Alaska Oil.

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Presentation transcript:

An Update on the Changing Competitive Dynamics of the Global LNG Markets Edgar van der Meer Energy Analyst September 18, th Annual Alaska Oil and Gas Congress

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? 2September 18, th Annual Alaska Oil and Gas Congress Photo: lightgraphs on flickrlightgraphsflickr

Export market characteristics and challenges 3September 18, th Annual Alaska Oil and Gas Congress

September 18, th Annual Alaska Oil and Gas Congress4 Source: BP

Nov. 19, 2009: LNG Expands in Australia Explosive growth September 18, th Annual Alaska Oil and Gas Congress5

Jul. 27, 2013 Australias gas explorers (I) The Next Qatar? The cost of exploiting Australias new-found gas supplies is Soaring September 18, th Annual Alaska Oil and Gas Congress6

September 18, th Annual Alaska Oil and Gas Congress7

Transportation September 18, th Annual Alaska Oil and Gas Congress8 Photo: kenhodge13 on Flickrkenhodge13Flickr

Oil Price Linkages 9September 18, th Annual Alaska Oil and Gas Congress

Source, BP/NRG Expert September 18, th Annual Alaska Oil and Gas Congress10

Source: EIA September 18, th Annual Alaska Oil and Gas Congress11

Taking advantage of increased supply 12September 18, th Annual Alaska Oil and Gas Congress

Natural Gas Consumption/Production September 18, th Annual Alaska Oil and Gas Congress13

End markets for Alaskan Gas 14September 18, th Annual Alaska Oil and Gas Congress

Associated Press: Alaska asks ConocoPhillips to reopen LNG plant September 18, 2013 September 18, th Annual Alaska Oil and Gas Congress15

Asia vs. World electricity generation capacity 16September 18, th Annual Alaska Oil and Gas Congress

How big a role will Japan play? 17September 18, th Annual Alaska Oil and Gas Congress

Source: NRG Expert September 18, th Annual Alaska Oil and Gas Congress18

19September 18, th Annual Alaska Oil and Gas Congress