Company Report
ExxonMobil LNG corporate
Report summary
ExxonMobil is starting a wave of investment which will transform its LNG business. After reloading its LNG business via M&A through the last down cycle, it is now turning these purchases into investments, redefining its LNG strategy in the process. It recently sanctioned the Golden Pass LNG project in the US and has ambitions to invest more, with Final Investment Decisions (FID) targeted soon on major projects in Mozambique and PNG. It is also changing its marketing strategy moving from a traditional tramline model to a portfolio approach. However, with participation in 12 of Qatar's 14 LNG trains, Qatar is the jewel in the crown of ExxonMobil's entire oil and gas portfolio. The company has been anxious to deepen its relationship with Qatar – to position it well for the next range of mega-train projects planned in the country, and this was one of the primary reasons that it chose to invest in Golden Pass in partnership with Qatar Petroleum (QP).
Table of contents
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SWOT Analysis
- Mozambique's Rovuma LNG (Area 4) Development Plan approved - May 2019
- ExxonMobil signs a 20 year 1 mmtpa SPA with Zheijang Energy - April 2019
- Papua LNG JV signs gas agreement with the PNG Government - April 2019
- Ocean LNG sign SPA with Golden Pass for entire 16 mmtpa output - April 2019
- Golden Pass LNG announces FID - February 2019
- ExxonMobil backs German LNG project with non-binding capacity booking - January 2019
- Mozambique Area 4 partners advance LNG marketing - January 2019
- Re-loading its LNG portfolio via M&A
- Multiple pre-FID LNG projects and world class oil projects competing for capital
- Qatar’s LNG strategy is fundamentally changing – how will ExxonMobil adapt?
- Golden Pass & Ocean LNG
- From tramline model to portfolio optimiser – how will Exxon make the transition
- Evolving marketing strategy
- Will ExxonMobil start trading?
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Contract Pricing
- Portfolio Pricing
- WACOG and WAPOG
- Project Pricing
- Project Execution
- Regasification capacity
- Shipping
- Gas into LNG
- Liquefaction capacity
Tables and charts
This report includes 17 images and tables including:
- ExxonMobil's supply contracts
- Committed LNG Pricing
- 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
- ExxonMobil 2018/19 LNG Activity
- ExxonMobil new LNG Project Breakevens (FOB)
- Gas into LNG Comparison
- Comparison of Flexible LNG (including pre FID projects)
- ExxonMobil Corporate Capex
- Flexible LNG
- Contracted LNG supply into portfolio
- Committed LNG sales out of portfolio
- LNG Portfolio Margins WACOG vs WAPOG
What's included
This report contains:
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