Securing LNG supplies
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The document discusses various topics related to securing liquefied natural gas (LNG) supplies. It touches on issues like the financial crisis, unconventional gas sources, floating LNG, spot versus long term contracts, globalization of the LNG market, and the changing nature of the LNG business. The overall tone suggests the LNG market is volatile and complex with many new factors that traditional players must navigate.
Securing LNG supplies
- 1. Securing LNG supplies Rudolf Huber Head of Business Development, EconGas GmbH London, 23 March 2009
- 2. The next twist And another change What's left now? Is there light at the end of the tunnel?
- 3. And now …? End of carefree living? Markets counterattack Next great thing around the corner?
- 4. Where does it come from?
- 5. Anything to spare Domestic requirements Politics Leftovers???
- 6. Showstoppers galore Still high EPC Learning the truth Financial crisis
- 7. Unconventional Gas Shale revolution Massive CBM What else?
- 8. Arctic sources Expensive Long lead Needs high oil price
- 9. Floating LNG Stranded gas Reusability Design one – build many
- 10. Spot /v Long Term
- 11. A commodity? Not freely tradable No transparent quotes Relationship driven
- 12. What is spot - my instincts Cargo out of wedlock Portfolio optimization Monetizes value chain
- 13. Is the market crazy? Sheer need Poster boy deals Partnership bonus
- 14. Breaking the milk run Security of supply driven Improves supply security Cover gas options
- 15. End of the sellers market Unnatural Markets always react When does it bite?
- 16. Any Globalization? Very regional market No Pacific market Portfolio deals create illusion
- 18. Newbie's view of LNG Just another source of supply Business fundamentals ??? Risks under- or overstated
- 19. Hunting the elusive Sharp focus Clear strategy Stability
- 20. Illusions Old world has passed LNG more than supply Hype has not lasted
- 21. The nanosecond LNG world Market changes on a whim Myriads of new players Sound fundamentals help
- 22. Some things are still the same Strong partners ride out any storm More marriage than one night stand Rebalancing
- 23. EconGas GmbH ARES Tower, Donau-City-Strasse 11, 1220 Vienna, Austria www.econgas.com
Editor's Notes
- #2: Where to get them, short term versus long term, global competition for lng London march 23rd 11:20