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.
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 | Nov 2016
Shell LNG corporate summary
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