Insight
A changing of the guard in East Africa LNG?
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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.
Table of contents
- 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
Tables and charts
This report includes 6 images and tables including:
- Initial capex by company
- Initial capex by project
- East Africa LNG Deal Matrix
- Valuation of the Mozambique and Tanzania upstream projects at US$65 and US$85 flat real Brent
- Map of Tanzania LNG Projects
- Map of Mozambique LNG Projects
What's included
This report contains:
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