PETRONAS LNG corporate summary
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Report summary
Table of contents
- Executive summary
- Recent developments
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LNG strategy
- SWOT analysis
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Supply strategy
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Key issues to look for
- The Sabah Sarawak pipeline is an Achilles heel, but expect response to high price signals
- Future supply will be more expensive
- and require investment in gas processing facilities
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Countermeasures and solutions
- End-to-end control over gas molecules allows for great flexibility and value capture
- Technology partnerships and consistent investment have delivered a world class facility
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Marketing strategy
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Key issues to look for
- Japanese buyers turn choosy with long-term deals
- Is PETRONAS geared up to trade the 10MT flexible volumes by 2019?
- Does the U-turn in Canada signal an end to PETRONAS’ portfolio diversification efforts?
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Countermeasures and solutions
- PETRONAS pivots to emerging markets with sweeteners
- Dragon LNG a strategic enabler to secure new cross basin partnerships
- PETRONAS could look to Singapore and Peninsular Malaysia for growth
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Key issues to look for
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Key issues to look for
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Supply-demand balances
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Post FID contracted supply
- Supply from Malaysia forms the bulk of PETRONAS' portfolio
- PETRONAS retains some off-take flexibility from its projects
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Committed LNG
- Flexible LNG portfolio
- Volume of flexible supply grows to over 10 Mt by 2019
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Post FID contracted supply
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Value Drivers
- Contract Pricing
- Contracted supply pricing
- Committed sales LNG pricing
- Pricing strategy
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LNG assets
- Gas into LNG
- Integrated approach towards LNG
- Liquefaction capacity
- Operating/Post FID
- Regas capacity
- Shipping
- Risks and uncertainties
Tables and charts
This report includes 10 images and tables including:
- LNG strategy: Table 1
- Table 4: Contracted supply
- PETRONAS' contracted supply
- Table 5: PETRONAS committed sales
- PETRONAS' contracted commitments
- Table 1: PETRONAS' upstream supply to LNG liquefaction plants
- LNG assets: Table 2
- Table 2: PETRONAS' liquefaction capacity
- Table 3: PETRONAS' regasification capacity
- PETRONAS' flexible LNG (mmtpa)
What's included
This report contains:
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