Global LNG Market - The Road Ahead

Table of Contents

1. Analyst View

2. Liquefied Natural Gas - Market Perspective

• 2.1 Natural Gas Reserves & Potential
• 2.2 Natural Gas Distribution
  • 2.2.1 Piped Natural Gas (PNG)
  • 2.2.2 Liquefied Natural Gas (LNG)
  • 2.2.3 Compressed Natural Gas (CNG)

3. Global - LNG Industry Cost & Price Indices

• 3.1 Liquefaction Plant
• 3.2 LNG Fleets, Ships Structure & Capacity Cost
• 3.3 Composition of LNG Shipping Cost
• 3.4 Regasification Terminals/Receiving Terminals
• 3.5 LNG Pricing

4. LNG Market Overview

• 4.1 Capital Expenditure on LNG Projects
• 4.2 LNG - Demand & Supply
• 4.3 LNG - Trade Volume

5. Spot Trading

6. LNG Market by Region - Current & Future Prospects

• 6.1 Asia-Pacific
  • 6.1.1 Importing Countries
    • 6.1.1.1 Japan
    • 6.1.1.2 South Korea
    • 6.1.1.3 China
    • 6.1.1.4 India
  • 6.1.2 Exporting Countries
    • 6.1.2.1 Australia
    • 6.1.2.2 Indonesia
    • 6.1.2.3 Malaysia
    • 6.1.2.4 Brunei
• 6.2 Middle East
  • 6.2.1 Exporting Countries
    • 6.2.1.1 Oman
    • 6.2.1.2 UAE
    • 6.2.1.3 Qatar
• 6.3 America
  • 6.3.1 Importing Countries
    • 6.3.1.1 United States
  • 6.3.2 Exporting Countries
    • 6.3.2.1 Trinidad & Tobago
• 6.4 Africa
  • 6.4.1 Exporting Countries
    • 6.4.1.1 Algeria
    • 6.4.1.2 Nigeria
    • 6.4.1.3 Egypt
• 6.5 Europe
  • 6.5.1 Importing Countries
    • 6.5.1.1 Spain
    • 6.5.1.2 France
    • 6.5.1.3 Russia

7. Industry Analysis

• 7.1 Driving Forces
  • 7.1.1 Declining Liquefaction Costs
  • 7.1.2 Cleaner Source & Reform in Gas Market
  • 7.1.3 Energy Security & Diversity
  • 7.1.4 Environmental Policies
  • 7.1.5 Spot Trading
• 7.2 Opportunities
  • 7.2.1 Growing Economies
  • 7.2.2 Potential LNG Import Markets
    • 7.2.2.1 Asia-Pacific
    • 7.2.2.2 US
    • 7.2.2.3 Europe
  • 7.2.3 Rising Gas Demand
• 7.3 Challenges
  • 7.3.1 Supply Constrains
  • 7.3.2 High Cost
    • 7.3.2.1 Large LNG Production Train
    • 7.3.2.2 Large LNG Vessels
  • 7.3.3 Overruns, Delays & Financing Investments
  • 7.3.4 Infrastructure
  • 7.3.5 Compatibility Issues between LNG Tankers & Terminals
  • 7.3.6 Natural Calamities & Gas Pricing

8. Competitive Landscape

• 8.1 Royal Dutch Shell Plc.
• 8.2 BP Plc.
• 8.3 Total
• 8.4 ExxonMobil Corporation
• 8.5 BG Group Plc.
• 8.6 Chevron

List of Figures:

• Figure 2-1: Global - Share of Proven Natural Gas Reserves by Region (%), 2006
• Figure 2-2: Global - Proven Natural Gas Reserves by Region (in Trillion Cubic Meter), 2006
• Figure 3-1: Global - LNG Liquefaction Capacity (in Billion Cubic Feet per Day), Pre 2005-2006
• Figure 3-2: Global - Forecast for LNG Liquefaction Capacity (in Billion Cubic Feet per Day), 2007-2010
• Figure 3-3: Global - LNG Shipping Capacity (in Billion Cubic Meter) & Demand (in Million Tons), 1995-2005
• Figure 3-4: Global - Composition of LNG Shipping Cost (%), 2005
• Figure 3-5: Global - Number of LNG Ships Built (1965-2006)
• Figure 3-6: Global - LNG Regasification Capacity (in Billion Cubic Feet per Day), Pre 2005-2006
• Figure 3-7: Global - Forecast for LNG Regasification Capacity (in Billion Cubic Feet per Day), 2007-2010
• Figure 4-1: Global - LNG Demand (in Billion Cubic Feet per Day), 2005, 2010F, 2015F & 2020F
• Figure 4-2: Global - LNG Demand by Region (in Billion Cubic Feet per Day), 2005, 2010F, 2015F & 2020F
• Figure 4-3: Global - LNG Supply by Region (in Billion Cubic Feet per Day), 2005, 2010F, 2015F & 2020F
• Figure 4-4: Global - LNG Trade (in Billion Cubic Meter), 2005 & 2006
• Figure 5-1: Global - LNG Spot Trading by Country (in Million Cubic Meter), 1995-2004
• Figure 6-1: Japan - Natural Gas Consumption (in Billion Cubic Meter), 2005 & 2006
• Figure 6-2: Japan - LNG Demand (in Million Tons), 2004, 2010F & 2020F
• Figure 6-3: Japan - Major LNG Importing Countries (in Billion Cubic Meter), 2006
• Figure 6-4: South Korea - Natural Gas Consumption (in Billion Cubic Meter), 2005 & 2006
• Figure 6-5: South Korea - LNG Demand (in Million Tons), 2004, 2010F & 2020F
• Figure 6-6: South Korea - Major LNG Importing Countries (in Billion Cubic Meter), 2005 & 2006
• Figure 6-7: China - Natural Gas Consumption (in Billion Cubic Meter), 2005 & 2006
• Figure 6-8: China - Forecast for LNG Demand (in Million Tons), 2010 & 2020
• Figure 6-9: India - Natural Gas Consumption (in Billion Cubic Meter), 2005 & 2006
• Figure 6-10: India - LNG Demand (in Million Tons), 2004, 2010F & 2020F
• Figure 6-11: India - Major LNG Importing Countries (in Billion Cubic Meter), 2005 & 2006
• Figure 6-12: Australia - Natural Gas Production (in Billion Cubic Meter), 2005 & 2006
• Figure 6-13: Australia - Potential LNG Supply Capacity (in Million Tons per Year), 2003-2006
• Figure 6-14: Australia - Forecast for Potential LNG Supply Capacity (in Million Tons per Year), 2007-2015
• Figure 6-15: Australia - Major LNG Exporting Countries (in Billion Cubic Meter), 2006
• Figure 6-16: Indonesia - Natural Gas Production (in Billion Cubic Meter), 2005 & 2006
• Figure 6-17: Indonesia - Major LNG Exporting Countries (in Billion Cubic Meter), 2005 & 2006
• Figure 6-18: Malaysia - Natural Gas Production (in Billion Cubic Meter), 2005 & 2006
• Figure 6-19: Malaysia - Major LNG Exporting Countries (in Billion Cubic Meter), 2005 & 2006
• Figure 6-20: Brunei - Natural Gas Production (in Billion Cubic Meter), 2005 & 2006
• Figure 6-21: Brunei - Major LNG Exporting Countries (in Billion Cubic Meter), 2005 & 2006
• Figure 6-22: Oman - Major LNG Exporting Countries (in Billion Cubic Meter), 2005 & 2006
• Figure 6-23: UAE - Natural Gas Production (in Billion Cubic Meter), 2005 & 2006
• Figure 6-24: UAE - Major LNG Exporting Countries (in Billion Cubic Meter), 2005 & 2006
• Figure 6-25: Qatar - Natural Gas Production (in Billion Cubic Meter), 2005 & 2006
• Figure 6-26: Qatar - Major LNG Exporting Countries (in Billion Cubic Meter), 2005 & 2006
• Figure 6-27: US - Natural Gas Consumption (in Billion Cubic Meter), 2005 & 2006
• Figure 6-28: US - LNG Demand (in Million Tons), 2004, 2010F & 2020F
• Figure 6-29: US - Major LNG Importing Countries (in Billion Cubic Meter), 2005 & 2006
• Figure 6-30: Trinidad & Tobago - Natural Gas Production (in Billion Cubic Meter), 2005 & 2006
• Figure 6-31: Trinidad & Tobago - Major LNG Exporting Countries (in Billion Cubic Meter), 2005 & 2006
• Figure 6-32: Algeria - Natural Gas Production (in Billion Cubic Meter), 2005 & 2006
• Figure 6-33: Algeria - Major LNG Exporting Countries (in Billion Cubic Meter), 2005 & 2006
• Figure 6-34: Nigeria - Natural Gas Production (in Billion Cubic Meter), 2005 & 2006
• Figure 6-35: Nigeria - Major LNG Exporting Countries (in Billion Cubic Meter), 2005 & 2006
• Figure 6-36: Egypt - Natural Gas Production (in Billion Cubic Meter), 2005 & 2006
• Figure 6-37: Egypt - Major Exporting Countries (in Billion Cubic Meter), 2006
• Figure 6-38: Spain - Natural Gas Consumption (in Billion Cubic Meter), 2005 & 2006
• Figure 6-39: Spain - LNG Demand (in Million Tons), 2004, 2010F & 2020F
• Figure 6-40: Spain - Major LNG Importing Countries (in Billion Cubic Meter), 2005 & 2006
• Figure 6-41: France - Natural Gas Consumption (in Billion Cubic Meter), 2005 & 2006
• Figure 6-42: France - Major LNG Importing Countries (in Billion Cubic Meter), 2005 & 2006
• Figure 6-43: France - LNG Demand (in Million Tons), 2004, 2010F & 2020F
• Figure 7-1: Global - Liquefaction Cost for LNG Projects (in US$/Ton), 1960,1990 & 2003
• Figure 7-2: Europe - LNG Demand (in Million Tons), 2004, 2010F & 2020F
• Figure 7-3: Global - Growth Comparison of Natural Gas with Oil & Coal (%), 2001 to 2020

List of Tables:

• Table 2-1: Global - Natural Gas Reserves by Country (in Trillion Cubic Meter), 2005 & 2006
• Table 3-1: LNG Shipping Rates (in Dollar per Million Btu), 2004
• Table 4-1: Global - Capital Expenditure on LNG Projects (in Million US$), 2000-2009F
• Table 4-2: Global - Major LNG Trade Movements (in Billion Cubic Meter), 2006
• Table 6-1: Japan - LNG Import by Country (in Million Tons), April 2006, March 2007 & April 2007
• Table 6-2: Japan - Existing Long Term LNG Supply Contracts
• Table 6-3: Japan - LNG Receiving Terminals
• Table 6-4: Japan - LNG Receiving Terminals under Planning
• Table 6-5: South Korea - LNG Import by Country (in Million Tons), April 2006 & April 2007
• Table 6-6: South Korea - Existing Long Term & Medium Term LNG Supply Contracts
• Table 6-7: South Korea - LNG Receiving Terminals
• Table 6-8: China - Existing Long Term LNG Supply Contracts
• Table 6-9: China - LNG Receiving Terminals under Planning
• Table 6-10: India - Existing Long Term LNG Supply Contract
• Table 6-11: India - LNG Receiving Terminals
• Table 6-12: India - LNG Receiving Terminals under Planning
• Table 6-13: Australia - LNG Production Plants
• Table 6-14: Australia - LNG Production Plants with Signed SPA/HOA
• Table 6-15: Australia - LNG Production Plants under Planning
• Table 6-16: Australia - Existing Long Term LNG Supply Contracts
• Table 6-17: Indonesia - LNG Production Plants
• Table 6-18: Indonesia - LNG Production Plants with Signed SPA/HOA
• Table 6-19: Indonesia - LNG Production Plants under Planning
• Table 6-20: Indonesia - Existing Long Term LNG Supply Contracts
• Table 6-21: Malaysia - LNG Production Plants
• Table 6-22: Malaysia - LNG Production Plants with Signed SPA/HOA
• Table 6-23: Malaysia - Existing Long Term LNG Supply Contracts
• Table 6-24: Brunei - LNG Production Plants
• Table 6-25: Brunei - LNG Production Plants under Planning
• Table 6-26: Brunei - Existing Long Term LNG Supply Contracts
• Table 6-27: Oman - LNG Production Plants
• Table 6-28: Oman - LNG Production Plants with Signed SPA/HOA
• Table 6-29: Oman - Existing Long Term LNG Supply Contracts
• Table 6-30: UAE - LNG Production Plants
• Table 6-31: UAE - Existing Long Term LNG Supply Contracts
• Table 6-32: Qatar - LNG Production Plants
• Table 6-33: Qatar - LNG Production Plants with Signed SPA/HOA
• Table 6-34: Qatar - Existing Long Term LNG Supply Contracts
• Table 6-35: US - LNG Production Plants
• Table 6-36: US - LNG Receiving Terminals
• Table 6-37: US - LNG Receiving Terminals under Planning
• Table 6-38: Trinidad & Tobago - LNG Production Plants
• Table 6-39: Trinidad & Tobago - LNG Production Plants with Signed SPA/HOA
• Table 6-40: Algeria - LNG Production Plants
• Table 6-41: Algeria - LNG Production Plants under Planning
• Table 6-42: Nigeria - LNG Production Plants
• Table 6-43: Nigeria - LNG Production Plants under Planning
• Table 6-44: Egypt - LNG Production Plants
• Table 6-45: Spain - LNG Receiving Terminals
• Table 6-46: Spain - LNG Receiving Terminals under Planning
• Table 6-47: France - LNG Receiving Terminals
• Table 6-48: France - LNG Receiving Terminals under Planning
• Table 6-49: Russia - LNG Production Plants under Planning
• Table 6-50: Russia - Existing Long Term LNG Supply Contracts
• Table 7-1: China - Fuel Mix (%), 2002, 2010F & 2015F
• Table 7-2: India - Fuel Mix (%), 2002, 2010F & 2015F
• Table 8-1: Royal Dutch Shell Plc. - Key Financials (in Million US$), 2005 & 2006
• Table 8-2: BP Plc. - Key Financials (in Million US$), 2005 & 2006
• Table 8-3: Total - Key Financials (in Million US$), 2004-2006
• Table 8-4: ExxonMobil Corporation - Key Financials (in Million US$), 2005 & 2006
• Table 8-5: BG Group Plc. - Key Financials (in Million US$), 2004-2006
• Table 8-6: Chevron - Key Financials (in Million US$), 2005 & 2006