Company report
| |
17 Pages

ExxonMobil LNG corporate

ExxonMobil LNG corporate

Report summary

Over the last year, ExxonMobil has made major moves to expand and change its LNG business. It has executed two big LNG M&A deals, spending US$5.2bn to access new supply in PNG and Mozambique. And has started selling and marketing LNG on a portfolio basis.

Despite the change in approach, we think Qatar is still its number one LNG priority.  With participation in 12 of Qatar's 14 LNG trains, it is the jewel in the crown of its entire oil and gas portfolio. But Qatar’s strategy is changing and ExxonMobil is working hard to maintain and deepen its relationship with Qatar, as its LNG business evolves.

What's included?

This report includes 2 file(s)

  • ExxonMobil LNG corporate PDF - 528.58 KB 17 Pages, 5 Tables, 14 Figures
  • ExxonMobil LNG Corporate.xls XLS - 725.00 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
    • SWOT Analysis
  • Recent developments
  • LNG strategy
    • Countercyclical M&A shows long-term faith in LNG
    • Qatar’s LNG strategy is fundamentally changing – how will Exxon adapt?
      • Golden Pass & Ocean LNG – getting closer to Qatar or the odd one out?
      • Protecting the value in Qatar will be priority, but Exxon has other cards to play
      • ExxonMobil embracing portfolio LNG?
      • Will ExxonMobil start trading?
  • Supply-demand balances
    • Post FID Contracted Supply
    • Committed LNG
    • Flexible LNG portfolio
  • Value drivers
    • Contract Pricing
      • Portfolio Pricing
      • Project Pricing
      • Project Execution
  • LNG assets
    • Regasification capacity
    • Shipping
    • Gas into LNG
    • Liquefaction capacity
    • Operating/Post FID
      • Qatar
      • Rest of World
    • Planned/Pre FID

In this report there are 19 tables or charts, including:

  • Executive summary
    • Executive summary: Table 1
  • Recent developments
  • LNG strategy
    • Gas into LNG for majors (mmcfd)
    • East Africa LNG M&A deals
    • Value of LNG assets and % in Qatar
  • Supply-demand balances
    • ExxonMobil contracted supply
    • ExxonMobil's contracted supply
    • ExxonMobil contracted commitments
    • Contracted Portfolio Commitments (mmtpa)
    • JV/Project Commitments (mmtpa)
    • Flexible LNG
  • Value drivers
    • ExxonMobil's supply contracts
    • ExxonMobil's committed sales
    • WACOG and WAPOG
  • LNG assets
    • ExxonMobil regasification capacity
    • ExxonMobil regasification capacity
    • ExxonMobil's upstream supply to LNG liquefaction plants
    • Gas into LNG by equity (mmcfd)
    • Effective liquefaction capacity by equity (mmtpa)
    • ExxonMobil's liquefaction capacity
Requester's name : .............
Department : .............
Authoriser's Name : .............
Authoriser's signature : .............
Date : .............
Cost Centre : .............

You may also be interested in

  • Image not available

    Total LNG corporate

    Company report | Sep 2017

    Total's LNG contract portfolio will more than double to 18 mmtpa over the next five years

    More
  • Image not available

    BP LNG corporate

    Company report | Apr 2017

    BP has built a diverse LNG portfolio spanning both established and emerging markets, and several different price markers.

    More
  • Image not available

    Engie LNG corporate

    Company report | Mar 2017

    Gas, LNG and renewables are at the cornerstone of Engie's strategy to transition to cleaner energy.

    More
  • Image not available

    Shell LNG corporate summary

    Company report | Nov 2016

    Since buying BG, Shell has shifted tack in LNG and started to reign in plans for further investment.

    More

Our clients

Wood Mackenzie's clients include every major player in the global energy, metals and mining industries. We are recognised as a leading authority by international and national energy, metals and mining companies, leading financial institutions, governments and government agencies. We work with a range of diverse teams within our clients, from strategy and policy makers, business developers and market analysts, through to corporate finance, risk teams and investors.

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?

As the trusted source of commercial intelligence for the world's natural resources sector for more than 40 years, we empower clients to make better strategic decisions with objective analysis and advice. Find out more...