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

2. 2 Annual Growth of Energy Demand 2000 - 2020 World2.1% Asia3.2% North America1.1%

3. 3 Demand Share by Region 20002020 OECD59%49% Non-OECD41%51% China10%15%

4. 4 Contribution to Global Increase in Energy Demand 2000 - 2020 China25% India8% Japan1% Other Asia14% Asia total50%

5. 5 Primary Sources of Energy WorldAsia 2000202020002020 Oil39%38%39%38% Coal27% 43%40% Natural Gas 24%27%10%13% Nuclear8%6% Hydro2% 1%2%

6. 6 Share in Demand Increase 2000 - 2020: Asia by Energy Source Oil35% Coal26% Gas30% Others9%

7. 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. 8 Regional Share of Increase Demand for Gas 2000 - 2020 Europe32% Asia26% North America9% Others33%

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

10. 10 China: Energy Demand 20002020 Coal44%24% Oil32%43% Gas3%6% Electricity16%22%

11. 11 India: Energy Demand 20002020 Coal55%45% Oil35%41% Gas7%10%

12. 12 Oil Exports to East Asia 20012020 bpd% % Middle East8,5605314,51058 Africa7201291910 Former Soviet Union10032,27230 South America8032956

13. 13