Insight
MLNG’s acid gas future: handle with care
This report is currently unavailable
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
This report investigates the outlook for PETRONAS's MLNG plant and poses some possible avenues forward. Using Wood Mackenzie's proprietary data, we first look at feedgas supply for the next 17 years and, crucially, how much of the undeveloped feedgas contains high levels of carbon dioxide or hydrogen sulphide. We also explore the economics; first comparing project returns and then on a broader scale how Malaysia's fiscal terms will impact. The final section focuses on what could be done, with three possible scenarios imagined and discussed.
Table of contents
- Executive summary
- Uncertain supply outlook
-
The challenges
- Exploration (semi) success: big finds come with big challenges
- Taxing fiscal terms
- Other gas demand
-
So, what can be done?
- Fiscal stimulus to cater for dirty gas
- Centralised CO2 and H2S processing infrastructure and carbon sequestration
- Reduce MLNG capacity and convert trains to cater for dirty gas
- In conclusion
Tables and charts
This report includes the following images and tables:
- MLNG feedgas supply outlook
- Sarawak undeveloped reserves with acid gas
- Sarawak gas project returns
- Asia Pacific fiscal term comparison
What's included
This report contains:
Other reports you may be interested in
Asset Report
Civitas Resources - Lower 48 upstream
Upstream valuation of Civitas Resources's assets in the US Lower 48
$22,800
Asset Report
Terengganu Area
ExxonMobil-operated oil & gas producing fields off Peninsular Malaysia
$3,720
Insight
Raising standards: the evolution of global emissions reporting frameworks
An update on the state of play of emissions reporting frameworks and the future direction of climate-related disclosures.
$1,150
