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PETRONAS LNG corporate summary

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Report summary

PETRONAS' core competency is in Asia and its focus has not wavered. The NOCs portfolio stands at 35 Mt and it remains one of the largest suppliers in the Pacific market. However, as contracted LNG grows, PETRONAS' flexible LNG increases significantly. We forecast flexible LNG growing to over 10MT by 2019. This is a pressing concern as its exposure to the spot market increases its risk of being distressed.

What's included

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Table of contents

  • Executive summary
  • Recent developments
    • SWOT analysis
        • 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
        • 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
            • Japanese buyers turn choosy with long-term deals
            • Is PETRONAS geared up to trade the 15MT flexible volumes by 2019?
            • Does the U-turn in Canada signal an end to PETRONAS’ portfolio diversification efforts?
            • 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
      • Supply from Malaysia forms the bulk of PETRONAS' portfolio
      • PETRONAS retains some off-take flexibility from its projects
      • Flexible LNG portfolio
      • Volume of flexible supply grows to over 10 Mt by 2019
    • Contract Pricing
    • Contracted supply pricing
    • Committed sales LNG pricing
    • Pricing strategy
    • 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:

Images

  • PETRONAS' contracted supply
  • PETRONAS' contracted commitments
  • PETRONAS' flexible LNG (mmtpa)

Tables

  • LNG strategy: Table 1
  • Table 4: Contracted supply
  • Table 5: PETRONAS committed sales
  • Table 1: PETRONAS' upstream supply to LNG liquefaction plants
  • LNG assets: Table 2
  • Table 2: PETRONAS' liquefaction capacity
  • Table 3: PETRONAS' regasification capacity

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