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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.

What's included

This report contains

  • Document

    A changing of the guard in East Africa LNG?

    PDF 533.48 KB

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
    • Mozambique Resources
    • Tanzania Resources
    • Oil Price Assumption
    • LNG Price Assumption

Tables and charts

This report includes 6 images and tables including:

Images

  • Initial capex by company
  • Initial capex by project
  • 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

Tables

  • East Africa LNG Deal Matrix

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