PETRONAS' core competency is in Asia and its focus has not wavered. By 2018, its portfolio will grow to 35 Mt and it will remain as one of the largest suppliers in the Pacific market. However, as contracted LNG grows, PETRONAS' flexible LNG increases significantly. We forecast flexible LNG growing from 6 Mt to 15 Mt between 2016 and 2020. This is a pressing concern as its exposure to the spot market increases its risk of being distressed.
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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.
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Company report | Jan 2017
PETRONAS LNG corporate: Will its double down bet on Asia pay off?
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