Company report
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20 Pages

Total LNG corporate summary


Total LNG corporate summary

Report summary

Total is a major LNG portfolio player with extensive Qatari positions and current contracts to buy flexible supply from Norway, Nigeria and Yemen, which it has used to build long term market share in Asia. Supply growth into its portfolio is set to come from its projects in Russia, Australia and the US.

The company views its LNG portfolio as essentially long term in nature and as a facilitator for monetising its own molecules. It has not pursued the acquisition and sale of third party volumes to the same extent as competitors such as BP, although it does purchase part of its portfolio on the spot market However, Total has a smaller proportion of its portfolio contracted under long term agreements, and has announced fewer short or medium term deals than the majority of its competitors.

What's included?

This report includes 2 file(s)

  • Total LNG corporate summary PDF - 449.67 KB 20 Pages, 6 Tables, 10 Figures
  • Total LNG corporate summary.xls XLS - 679.00 KB

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
    • A large and diverse portfolio
    • M&A led growth
    • An expanding LNG contract portfolio
    • Total is long contracted LNG supply
  • LNG assets
    • Gas into LNG
    • Liquefaction capacity
    • Operating/Post FID
      • Middle East
      • West Africa
      • Europe
      • Australasia
    • Planned/Pre FID
      • Australasia
      • Russia West
      • West Africa
    • Regas capacity
      • France
      • United Kingdom
      • Mexico and India
      • United States
    • Shipping
  • Supply-demand balances
    • Contracted LNG
      • Total's contracted supply
      • Third party volumes
      • Pre FID LNG supply options
      • Committed LNG sales
      • Asian sales
      • Europe
      • Mexico
      • Flexible LNG portfolio
    • Value drivers
      • Contract pricing
      • Total's Contracted Supply Pricing
        • Total's Committed LNG Pricing
        • Price Spread Arbitrage
        • Regas Positions
  • Risks and uncertainties

In this report there are 16 tables or charts, including:

  • Executive summary
    • SWOT analysis
  • LNG strategy
  • LNG assets
    • Table 1 Total's upstream supply to LNG liquefaction plants
    • Figure 1 Gas into LNG by equity
    • Figure 2 Effective Liquefaction Capacity by Equity
    • Table 2 Total's liquefaction capacity
    • Table 3 Total's Regasification Capacity
    • Figure 3 Total's Regas Capacity
    • Figure 4 Total's Shipping – Owned and Chartered
    • Figure 5 Total's Contracted Shipping Capacity vs Contracted Supply
  • Supply-demand balances
    • Table 4 Total's Contracted LNG Supply
    • Figure 6 Total's contracted LNG supply
    • Table 5 Total's Committed LNG Sales 2015
    • Figure 7 Total's Annual Committed LNG Sales by Buyer and Import Country 2011 – 2025
    • Figure 8 Total's Flexible LNG portfolio
    • Figure 9 Total's Supply Contracts
    • Figure 10 Total's Committed Sales
  • Risks and uncertainties
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