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MLNG’s acid gas future: handle with care
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*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
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The challenges
- Exploration (semi) success: big finds come with big challenges
- Taxing fiscal terms
- Other gas demand
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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:
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MLNG feedgas supply outlookSarawak undeveloped reserves with acid gasSarawak gas project returnsAsia Pacific fiscal term comparison
What's included
This report contains:
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