Company report
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30 Pages

Shell LNG corporate summary


Shell LNG corporate summary

Report summary

Since buying BG, Shell has shifted tack in LNG. The combined company will soon become the largest LNG seller in the world and has unrivalled flexibility and diversity in supply and markets. But with the LNG market depressed and the company in the middle of a growth story, which will see its LNG contract portfolio grow by nine times between 2010 and 2020, Shell has started to apply the brakes and reign in plans for further investment.

What's included?

This report includes 2 file(s)

  • Shell LNG corporate summary PDF - 561.58 KB 30 Pages, 7 Tables, 17 Figures
  • Shell LNG Corporate Summary.xls XLS - 3.46 MB

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
  • LNG strategy
    • Integrated Gas – change from a growth focus to a cash engine
    • Developing a leading LNG trading and marketing business
    • Will Shell fully utilise its Australian and US supply positions?
    • A focus on building demand in new markets and protecting its position in existing markets
    • Uncovering a low cost supply base
    • M&A – Shell will look hard for divestment opportunities
  • LNG assets
    • Gas into LNG
    • Liquefaction capacity
      • Operating/Post FID
      • Planned/Pre FID
    • Regas
      • Existing capacity
      • Proposed capacity
    • Shipping
  • Supply-demand balances
    • Post FID Contracted Supply
      • Original contracts
      • Growth organically and via acquisition
      • LNG Trading
      • Incremental third party contracts
      • Contract expiries
      • Pre FID contract supply options
      • Seasonal profile
    • Committed LNG
      • Main long term contracts into Japan, South Korea and Taiwan
      • Acquisition of BG adds diversity, but heavy China exposure
      • Mexican position is being unlocked
      • The Middle East is an important counter-seasonal region
      • New South East Asian contracts add diversity in new markets
      • Emerging market focus set to continue
      • How will Shell target emerging buyers in North Asia?
    • Flexible LNG Portfolio
      • Short/Mid Term:
      • Mid/Long Term
      • Short/Mid Term:
      • Mid/Long Term
  • Value Drivers
    • Contract Pricing
      • Shell Contracted Supply Pricing
      • Shell Committed Supply Pricing
  • Risks and uncertainties

In this report there are 24 tables or charts, including:

  • Executive summary
    • SWOT Analysis
  • LNG strategy
    • Figure 1 Gas into LNG by equity (mmcfd)
    • Figure 2 Copntracted LNG Supply (mmtpa)
    • Figure 3 Recent LNG Marketing (by year contract signed)
    • figure 4 LNG Project Beak-evens (DES Japan)
  • LNG assets
    • Table 1 Shell's upstream supply to LNG Liquefaction Plants
    • Figure 1 Gas into LNG by equity (mmcfd)
    • Figure 2 Effective Liquefaction Capacity by Equity (mmtpa)
    • Table 2 Shell's Liquefaction Capacity
    • Table 3 Shell's Regas Projects
    • Figure 3 Shell's Regas Capacity
    • Figure 4 Shell Shipping - Owned and Chartered
    • Figure 5 Shell Ships required vs Fleet Size
    • Shell fleet statistics
  • Supply-demand balances
    • Table 4 Shell's Supply Contracted Supply
    • Figure 6 Shell's Contracted Supply to 2025
    • Table 5 Shell's Committed Sales 2015
    • Figure 6 Shell's Contracted Commitments to 2025
    • Figure 7 Shell sales contracts via JV and JV and Portfolio Sales Combined (in 2016)
    • Figure 9 Shell's uncontracted/flexible LNG (mmtpa)
  • Value Drivers
    • Figure 10 Shell Supply Contracts
    • Figure 11 Shell Committed Sales
    • Figure 13: Pricing Exposure
    • Figure 14: Weighted average cost and price of LNG
  • Risks and uncertainties
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