European LNG Market Analysis

Table of Contents

1. Analyst View

2. Research Overview

3. Industry Overview

• 3.1 Worldwide Gas Reserves and their Potential
• 3.2 LNG - Demand and Supply
• 3.3 LNG - Import Volume
• 3.4 Worldwide Capital Expenditure on LNG Projects

4. European LNG - In Global Context

• 4.1 LNG Demand
• 4.2 LNG Supply

5. European LNG Market - Current and Future Demand and Supply Statistics

• 5.1 Spain
• 5.2 France
• 5.3 Turkey
• 5.4 Russia
• 5.5 Belgium
• 5.6 Italy
• 5.7 UK

6. Industry Analysis

• 6.1 Driving Forces
  • 6.1.1 Economic Drivers
  • 6.1.2 LNG Infrastructure and Investment
  • 6.1.3 Supply Chain Cost
  • 6.1.4 Commercial and Political Incentives
  • 6.1.5 Environmental Policies
  • 6.1.6 Energy Security
• 6.2 Opportunities
  • 6.2.1 Potential Markets
  • 6.2.2 Supply-Demand Balance
• 6.3 Challenges
  • 6.3.1 Lack of Access to Re-gasification Capacity
  • 6.3.2 Indigenous Sources
  • 6.3.3 Political and Commercial Challenges

7. Competitor Landscape

• 7.1 Royal Dutch Shell Plc.
• 7.2 BP Plc.
• 7.3 Total
• 7.4 ExxonMobil Corporation
• 7.5 BG Group Plc.
• 7.6 Chevron

List of Figures:

• Figure 3-1: Worldwide - Share of Proved Natural Gas Reserves by Region (%), 2005
• Figure 3-2: Worldwide - LNG Demand (in Million Tons), 2004, 2010F & 2020F
• Figure 3-3: Worldwide - LNG Potential Supply (in Million Tons) 2004, 2010F and 2020F
• Figure 4-1: Europe - Natural Gas Production and Consumption (in Billion Cubic Meter), 2004
• Figure 4-2: Europe - LNG Demand (in Million Tons), 2004, 2010F and 2020F
• Figure 5-1: Spain - Natural Gas Demand (in Billion Cubic Meter), 2004, 2010F & 2015F
• Figure 5-2: Spain - LNG Demand (in Million Tons), 2004, 2010F & 2020F
• Figure 5-3: Spain - Major LNG Import Destinations (in Billion Cubic Meter), 2005
• Figure 5-4: France - Natural Gas Demand (in Billion Cubic Meter), 2004, 2010F & 2015F
• Figure 5-5: France - Major LNG Import Destinations (in Billion Cubic Meter), 2005
• Figure 5-6: Turkey - Major LNG Import Destinations (in Billion Cubic Meter), 2005
• Figure 5-7: Belgium - Natural Gas Demand (in Billion Cubic Meter), 2004, 2010F & 2015F
• Figure 5-8: Belgium - Major LNG Import Destinations (in Billion Cubic Meter), 2005
• Figure 5-9: Italy - Natural Gas Demand (in Billion Cubic Meter), 2004, 2010F & 2015F
• Figure 5-10: UK - Natural Gas Demand (in Billion Cubic Meter), 2004, 2010F & 2015F
• Figure 5-11: UK - Major LNG Import Destinations (in Billion Cubic Meter), 2005
• Figure 5-12: UK - Forecast for LNG Demand (in Million Tons), 2010 & 2020
• Figure 6-1: Europe - LNG Re-gasification Capacity (in MT/Y), 2000 & 2005
• Figure 6-2: Global - Indicative Capital Costs for LNG Projects (in US$/Ton), 1960,1990 & 2000
• Figure 6-3: Europe - Natural Gas Supply-Demand Balance (in Billion Cubic Meter) 2000 to 2020
• Figure 7-1: Royal Dutch Shell Plc. - Stock Performance
• Figure 7-2: BP Plc. - Stock Performance
• Figure 7-3: ExxonMobil Corporation - Stock Performance
• Figure 7-4: Chevron - Stock Performance

List of Tables:

• Table 3-1: Worldwide - Natural Gas Reserves by Country (in Trillion Cubic Meter), 2004 & 2005
• Table 3-2: Worldwide - LNG Demand by Region (in Million Tons), 2004, 2010F & 2020F
• Table 3-3: Worldwide - Major LNG Trade Movements (in Billion Cubic Meter), 2005
• Table 3-4: Worldwide - Forecast for Capital Expenditure on LNG Projects (in Million US$), 2005-2009
• Table 5-1: Spain - Existing LNG Receiving Terminals
• Table 5-2: Spain - LNG Receiving Terminals under Planning
• Table 5-3: France - LNG Receiving Terminals
• Table 5-4: France - LNG Receiving Terminals under Planning
• Table 5-5: Turkey - Existing LNG Receiving Terminals
• Table 5-6: Turkey - LNG Receiving Terminals under Planning
• Table 5-7: Russia - LNG Production Plants under Planning
• Table 5-8: Russia - Existing Long Term LNG Supply Contracts
• Table 5-9: Belgium - Existing LNG Receiving Terminals
• Table 5-10: Italy - Existing LNG Receiving Terminals
• Table 5-11: Italy - LNG Production Plants under Planning
• Table 5-12: UK - Existing LNG Receiving Terminals
• Table 5-13: UK - LNG Receiving Terminals under Planning
• Table 7-1: Royal Dutch Shell Plc. - Financials Overview (in Million US$), 2002, 2003 & 2005
• Table 7-2: BP Plc. - Financials Overview (in Million US$), 2003-2005
• Table 7-3: Total - Financial Overview (in Million US$), 2003-2005
• Table 7-4: ExxonMobil Corporation - Financial Overview (in Million US$), 2003-2005
• Table 7-5: BG Group Plc. - Financial Overview (in Million US $), 2003-2005
• Table 7-6: Chevron - Financial Overview (in Million US$), 2003-2005