Liquefied Natural Gas (LNG) in China

Table of Contents

1. Analyst View

2. Research Overview

3. Industry Performance

• 3.1 Global LNG Gas Reserves and Potential
• 3.2 LNG - Demand & Supply
• 3.3 LNG - Trade and Supply Volume
• 3.4 Worldwide Capital Expenditure on LNG Projects (2000-2009)
• 3.5 Asia Pacific - In Global Context
  • 3.5.1 Demand
  • 3.5.2 Supply

4. China LNG Industry

• 4.1 Supply & Demand
• 4.2 Imports & Contracts
• 4.3 LNG Import Infrastructure
  • 4.3.1 Guangdong LNG Terminal
  • 4.3.2 Fujian LNG Terminal
  • 4.3.3 Shanghai LNG Terminal
  • 4.3.4 Shangdong LNG Terminal
  • 4.3.5 Zhejiang LNG Terminal
  • 4.3.6 Guangxi LNG Terminal
• 4.4 China LNG Pricing

5. Gas Sector Regulatory Framework

6. Industry Analysis

• 6.1 Driving Forces
  • 6.1.1 Energy Security
  • 6.1.2 Environmental Policies
  • 6.1.3 Declining Liquefaction Costs
  • 6.1.4 Fundamentals of Energy
• 6.2 Opportunities
  • 6.2.1 Growing Economies
  • 6.2.2 China - Key Importing destination in Asia Pacific
  • 6.2.3 Energy Demand
• 6.3 Challenges
  • 6.3.1 Issues in LNG Projects as viewed from the International Market Perspective
  • 6.3.2 Investment Constrains
  • 6.3.3 Competitiveness of Gas compared with Coal at Final Consumption Level

7. Key Players

• 7.1 CNOOC Limited
• 7.2 PetroChina Company Limited
  • 7.2.1 SWOT
• 7.3 Sinopec
  • 7.3.1 SWOT
• 7.4 CNPC
  • 7.4.1 SWOT

List of Figures:

• Figure 3-1: Global - Share of Proved Natural Gas Reserves by Region (%), 2005
• Figure 3-2: Global - Proved Natural Gas Reserves by Region (in Trillion Cubic Meter), 2005
• Figure 3-3: Global - LNG Demand (in Million Tons), 2004, 2010E & 2020E
• Figure 3-4: Global - LNG Potential Supply (in Million Tons), 2004, 2010E & 2020E
• Figure 3-5: Asia-Pacific - LNG Demand (in Million Tons), 2004, 2010E & 2020E
• Figure 3-6: Asia - LNG Supply (in Million Tons), 2005, 2010E & 2020E
• Figure 4-1: China - Natural Gas Demand (in Billion Cubic Meter), 2006, 2010E & 2020E
• Figure 4-2: China - LNG Demand (in Million Tons), 2010E & 2020E
• Figure 4-3: China - Prices of LNG Vs PNG
• Figure 4-4: China - Estimated LNG Prices for Buyers based on Existing Projects
• Figure 6-1: Global - Indicative Capital Costs for LNG Projects (in US$), 1960,1990 & 2000
• Figure 6-2: China - Forecast for Energy Demand (in Million Tons Oil Equivalent), 2006-2010
• Figure 7-1: CNOOC Limited - Stock Performance

List of Tables:

• Table 3-1: Global - Natural Gas Reserves by Country (in Trillion Cubic Meter), 2004 & 2005
• Table 3-2: Global - LNG Demand by Region (in Million Tons), 2004, 2010E & 2020E
• Table 3-3: Global - Major LNG Trade Movements (in Billion Cubic Meter), 2005
• Table 3-4: Global - Forecast for Capital Expenditure on LNG Projects (in Billion US$), 2005-2009
• Table 4-1: China - Long Term LNG Supply Contracts
• Table 4-2: China - Plans for LNG Receiving Terminals
• Table 6-1: China - Forecast of Fuel Mix (%), 2010 & 2020
• Table 7-1: CNOOC Limited - Financial Overview (in Million US$), 2003-2005
• Table 7-2: PetroChina Company Limited - Financial Overview (in Million US$), 2003-2005
• Table 7-3: Sinopec - Financial Overview (in Million US$), 2003-2005