Insight
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10 Pages

A changing of the guard in East Africa LNG?


A changing of the guard in East Africa LNG?

Report summary

With recent press reports that Anadarko is considering a sale of its asset in Mozambique and Tanzania a feature in the Shell acquisition of BG, a second wave of M&A in East Africa is upon us. More asset sales were always likely, but low oil prices and capital restrictions are forcing the issue. This points to a more M&A and a changing of the guard in East African LNG. But a new set of asset owners, with different corporate priorities, could re-set project timescales.

What's included?

This report includes 1 file(s)

  • A changing of the guard in East Africa LNG? PDF - 533.48 KB 10 Pages, 1 Tables, 5 Figures

Description

This LNG Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

If you want to look at the trends, risks and implications of this topic, this report gives you an alternative point of view to help inform your decision making.

Offering bottom-up market analysis for over 150 LNG supply assets, 28 LNG-importing countries and more than 500 LNG contracts, Wood Mackenzie is the definitive and trusted resource for the LNG industry.

We use our robust database and expert industry knowledge to help you understand the dynamics of the global LNG industry and identify emerging trends and opportunities.

  • Executive Summary
  • The East African LNG story so far
  • Significant investment required
  • Potential buyers
  • Can buyers and sellers agree on an acquisition price?
  • Finalising offtake contracts will be challenging
  • Project outlook and conclusions
  • Appendix
  • Assumptions
    • Mozambique Resources
    • Tanzania Resources
    • Oil Price Assumption
    • LNG Price Assumption

In this report there are 6 tables or charts, including:

  • Executive Summary
  • The East African LNG story so far
  • Significant investment required
    • Initial capex by company
    • Initial capex by project
  • Potential buyers
  • Can buyers and sellers agree on an acquisition price?
    • East Africa LNG Deal Matrix
    • Valuation of the Mozambique and Tanzania upstream projects at US$65 and US$85 flat real Brent
  • Finalising offtake contracts will be challenging
  • Project outlook and conclusions
  • Appendix
    • Map of Tanzania LNG Projects
    • Map of Mozambique LNG Projects
  • Assumptions
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