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Total LNG corporate

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08 September 2017

Total LNG corporate

Report summary

Total's LNG contract portfolio will more than double to 18 mmtpa over the next five years. Projects in Australia (Ichthys and GLNG) and Russia (Yamal) will drive strong cash generation after years of heavy capital spending. This will more than offset the decline in LNG revenue from Indonesia caused by expiry of Total’s offshore Mahakam licence in 2017. Total’s focus on LNG investment is part of a wider shift to ‘cleaner fuels’ in the company. LNG is one pillar of its ambitions to develop a long-term low-carbon portfolio. The company views its LNG portfolio as long term in nature and as a facilitator for monetising its own molecules, but has also become more active as an LNG trader in recent years.

Table of contents

  • Executive summary
    • Gas is the backbone of Total's long-term low-carbon ambitions
    • Total has expanded its equity LNG portfolio via M&A
    • but has also turned to third-party LNG to build its portfolio
    • LNG marketing needs a boost to balance its expanding portfolio
      • Building market share in Asia
      • Creating its own outlets to integrate its portfolio
      • Trading LNG
    • Numerous expansion opportunities
    • Contracted LNG
      • Contracted LNG supply by country
    • Committed LNG sales
      • Long-term deals into Asia - the prize but growing scarce
      • Its regas positions - the foundation of its flexibility and optionality
      • New emerging markets – bringing experience to create new demand
      • Short-term deals - paving the way for bigger deals?
    • Flexible LNG portfolio
    • Value drivers
    • Contracted supply pricing
    • Committed LNG pricing
      • Price spread arbitrage
      • Regas positions
    • Regas capacity
      • Total's Regasification Capacity
    • Shipping
    • Gas into LNG
    • Liquefaction capacity

Tables and charts

This report includes 19 images and tables including:

  • SWOT analysis
  • Contracted LNG supply
  • Flexible LNG portfolio
  • Supply contracts pricing
  • Committed sales pricing
  • Contract pricing overview
  • WACOG and WAPOG
  • Shipping capacity outlook
  • Shipping fleet
  • Number of ships required
  • Total's upstream supply to LNG liquefaction plants
  • Gas into LNG by equity
  • Effective Liquefaction Capacity by Equity
  • Total's liquefaction capacity
  • Supply-demand balances: Image 1
  • Committed LNG sales
  • Committed LNG sales by buyer
  • LNG assets: Table 1
  • Total's Regas Capacity

What's included

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