Insight
| |
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
Requester's name : .............
Department : .............
Authoriser's Name : .............
Authoriser's signature : .............
Date : .............
Cost Centre : .............

Questions about this report?

Frequently Asked Questions

Mailenquiries@woodmac.com
  • Europe: +44 131 243 4699
  • Americas: +1 713 470 1900
  • Asia Pacific: +61 2 8224 8898
contact us

Why Wood Mackenzie?

Wood Mackenzie, a Verisk Analytics business, has been a trusted source of commercial intelligence for the world's natural resources sector for more than 40 years, empowering clients to make better strategic decisions with objective analysis and advice.

We work across every sector of oil, gas, power, renewables, chemicals, metals and mining, covering more than 150 countries. Our proprietary data and models are at the core of everything we do, ensuring our independent asset and company valuations are thoroughly robust and that we offer an accurate forward-looking view of economic indicators such as market supply, demand and price trends.

Our 500+ analysts are based in the regions they cover, cultivating an unrivalled depth of understanding to help clients accurately identify new opportunities, define their strategy and improve business performance.

At every stage, our teams readily collaborate and share their insight to provide an integrated perspective across entire industries. It is this unique and rigorous analytical approach that ensures we are recognised as the industry standard by the world’s most innovative organisations.