Energy Demand Outlook by Mohamed Ariff Based on Data from The Institute of Energy Economics, Japan

2 Annual Growth of Energy Demand World2.1% Asia3.2% North America1.1%

3 Demand Share by Region OECD59%49% Non-OECD41%51% China10%15%

4 Contribution to Global Increase in Energy Demand China25% India8% Japan1% Other Asia14% Asia total50%

5 Primary Sources of Energy WorldAsia Oil39%38%39%38% Coal27% 43%40% Natural Gas 24%27%10%13% Nuclear8%6% Hydro2% 1%2%

6 Share in Demand Increase : Asia by Energy Source Oil35% Coal26% Gas30% Others9%

7 Asian Contribution to Oil Demand Growth China47.0% Japan- Korea4.1% India21.0% Indonesia7.1% Taiwan1.8% Singapore2.6% Malaysia4.6% Philippines2.9% Thailand4.2% Vietnam2.7%

8 Regional Share of Increase Demand for Gas Europe32% Asia26% North America9% Others33%

9 Dependence on Middle-East Oil, 2020 Japan89% South Korea79% China51%

10 China: Energy Demand Coal44%24% Oil32%43% Gas3%6% Electricity16%22%

11 India: Energy Demand Coal55%45% Oil35%41% Gas7%10%

12 Oil Exports to East Asia bpd% % Middle East8, ,51058 Africa Former Soviet Union10032,27230 South America

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