Company report
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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
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