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21 Pages

Shell LNG corporate summary

Shell LNG corporate summary

Report summary

Shell is a global leader in LNG, with a strong and diverse foundation of legacy projects and attractive near-term growth. The company has a number of competitive advantages, including capacity to offer portfolio supply to potential buyers, the ability to tackle scale and complexity and market leadership in FLNG. Following a restructure announced in November 2015, Shell's LNG business is now the core component of its rapidly-expanding Integrated Gas Business unit.

Shell has a mixture of short-term and long-term deals, and has a focus on growing commitments to both the Middle East and Asia with new deals to Indonesia and Thailand in 2015.  This builds on the supply and sales commitments gained via the purchase of Repsol's LNG assets early in 2014, which has helped to drive greater trading capability.  This will be further enhanced with the proposed Shell acquisition of BG, when it completes in 2016 and which will give Shell the largest LNG portfolio of any company in our coverage.

What's included?

This report includes 2 file(s)

  • Shell LNG corporate summary PDF - 419.97 KB 21 Pages, 6 Tables, 11 Figures
  • Shell LNG Corporate Summary.xls XLS - 547.00 KB


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
  • LNG assets
    • Gas into LNG
    • Liquefaction capacity
    • Regas
    • Shipping
  • Supply-demand balances
    • Post FID Contracted Supply
      • Contracts with Shell Projects
      • Third Party Purchases
      • Pre FID Contract Supply Options
    • Committed LNG
      • Shell's committed Sales to 2025
    • Flexible LNG portfolio
  • Value Drivers
    • Contract Pricing
      • Shell Contracted Supply Pricing
      • Shell Committed Supply Pricing
    • Price Spread Arbitrage
    • Destination Flexibility
    • Historical Influence
    • Technology innovation
  • Risks and uncertainties

In this report there are 17 tables or charts, including:

  • Executive summary
    • SWOT Analysis
  • LNG strategy
  • 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)
    • LNG assets: Table 2
    • Table 3 Shell's Regas Projects
    • Figure 3 Shell's Regas Capacity
    • Figure 4 Shell Shipping – Owned and Chartered
    • Figure 5 Shell Contracted Shipping Capacity vs Contracted Supply (mmcm/mmt LNG)
  • 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 7 Shell Contracted Commitments
    • Figure 8 Regional Sales Breakdown %
    • Figure 9 Shell's uncontracted/flexible LNG (mmtpa)
  • Value Drivers
    • Figure 10 Shell Supply Contracts
    • Figure 11 Shell Committed Sales
  • Risks and uncertainties
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