Company report
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17 Pages

BG LNG corporate summary

BG LNG corporate summary

Report summary

BG started building a significant LNG portfolio about a decade ago, and is set to become the largest IOC seller of LNG. The development of its latest LNG project in Queensland, Australia makes it a truly global player.

Shell’s pending acquisition of BG will create a company with a large, diverse and flexible LNG portfolio. This will result in further operational efficiencies and portfolio optimisation.  However, in the short term this may lead to a period of uncertainty.

What's included?

This report includes 2 file(s)

  • BG LNG corporate summary PDF - 432.78 KB 17 Pages, 6 Tables, 10 Figures
  • BG LNG corporate summary 2015.xls XLS - 602.50 KB

Description

The LNG market is set to increase by 50% between 2015 and 2020. This spectacular growth is transforming the market, with many new companies entering the sector and changing the industry landscape. LNG buyers are becoming increasingly fragmented, while the new emerging markets have smaller demand needs. This shift has increased demand for portfolio LNG supply.

This report allows you to understand how this company uses its LNG supply volumes, market access and shipping assets to create value from its LNG business. It provides an overview of the company's LNG strategy, assets, LNG supply access, LNG market commitments to give an accurate forecast of its flexible LNG portfolio.

As the LNG business continues to expand, in terms of both the number of players and the absolute volume of LNG traded, it is vital to understand the position and strategy of key suppliers and competitors.

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
  • LNG strategy
  • LNG assets
    • Gas into LNG
    • Liquefaction capacity
      • Operating/Post FID
      • Planned/Pre FID
    • Regas Capacity
    • Shipping
      • BG's LNG Shipping Capacity
  • Supply-demand balances
    • Post FID Contracted Supply
    • Pre FID Supply Options
    • Committed LNG
    • Flexible LNG portfolio
  • Value Drivers
    • Contract Pricing
      • BG Contracted Supply Pricing
      • BG's Committed LNG Pricing
      • Price Spread Arbitrage
      • Hedging in the US Market
      • Market of Last Resort
      • Seasonality
  • Risks and uncertainties

In this report there are 16 tables or charts, including:

  • Executive summary
    • SWOT Analysis
  • LNG strategy
  • LNG assets
    • Table 1 BG's Upstream supply to LNG Liquefaction Plants
    • Figure 1 Gas into LNG by equity (mmcfd)
    • Figure 2 Effective Liquefaction Capacity by Equity (mmtpa)
    • Table 2 BG's Liquefaction Capacity
    • Table 3 BG's Regasification Capacity
    • Figure 3 BG's Regas Capacity
    • Figure 4 BG Shipping – Owned and Chartered
    • Figure 5 BG Contracted Shipping Capacity vs Contracted Supply (mmcm/mmt LNG)
  • Supply-demand balances
    • Table 4 Contracted Supply
    • Figure 6 BG's contracted Supply
    • Table 5 BG Committed Sales 2015
    • Figure 7 BG's Annual Committed Sales 2011 - 2025
    • Figure 8 BG Uncontracted/Flexible LNG (mmtpa)
  • Value Drivers
    • Figure 9 BG Supply Contracts
    • Figure 10 BG Committed Sales
  • Risks and uncertainties
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