1 Table of Contents 4
1.1 List of Tables 8
1.2 List of Figures 10
2 Australia Industry Overview 11
2.1 Australia LNG Industry Brief, 2011 11
2.1.1 Liquefaction Capacity 11
2.1.2 LNG Sales 11
2.1.3 Spare LNG Capacity available for Contracts 11
2.1.4 Total LNG Revenue 11
2.1.5 Average LNG Export Price 11
2.1.6 Top Importers of Australia LNG 11
2.1.7 LNG Terminals under Operation 11
2.1.8 LNG Terminals Planned/ under Construction 12
2.1.9 Natural Gas Production 12
2.1.10 Natural Gas Consumption 12
2.1.11 Natural Gas Reserves 12
2.1.12 Industry Concentration Ratio 12
2.1.13 Market Leader 12
2.2 Australia LNG Market Description 13
2.3 Australia LNG Export Terminals Map 14
3 Strategy Analysis of Australia LNG Markets 15
3.1 Australia LNG Strategies 15
3.2 Australia LNG SWOT Analysis 17
3.2.1 Australia LNG Market- Key Strengths 17
3.2.2 Australia LNG Market- Key Weaknesses 18
3.2.3 Australia LNG Market- Key Opportunities 19
3.2.4 Australia LNG Market- Key Threats 19
3.3 Australia Benchmarking with Other Asia Pacificn LNG Exporters 20
3.3.1 Asia Pacific LNG Markets Benchmarking- Overall Ranking 21
3.3.2 Asia Pacific LNG Markets Benchmarking- Supply Index 22
3.3.3 Asia Pacific LNG Markets Benchmarking- Capacity Index 23
3.3.4 Asia Pacific LNG Markets Benchmarking- Operational Index 24
3.4 Australia LNG Positioning matrix 25
4 Australia LNG Trends and Outlook to 2020 26
4.1 Latest Australia LNG Market Trends 26
4.2 Key Factors Driving Australia LNG Industry to 2020 27
4.3 Liquefaction Capacity Forecasts, 2000- 2020 28
4.4 LNG Trade Forecast, 2000-2020 30
4.5 Contracted and Non- Contracted Capacity Forecasts, 2000- 2020 32
5 Australia Natural Gas Market Outlook 34
5.1 Australia Proven Natural Gas Reserves, 2000-2010 34
5.1.1 Major Natural Gas Fields in Australia 34
5.1.2 Comparison of Australia Proven Gas Reserves 34
5.1.3 Australia Proven Gas Reserve Volume, 2000- 2010 35
5.2 Australia Natural Gas Production Forecast, 2000-2020 36
5.2.1 Australia Natural Gas Production Trends 36
5.2.2 Australia Natural Gas Production Outlook to 2020 37
5.3 Australia Natural Gas Demand Forecast, 2000-2020 38
5.3.1 Australia Primary Energy Consumption by Fuel 38
5.3.2 Australia Natural Gas Consumption Trends 38
5.3.3 Australia Natural Gas Consumption Outlook to 2020 40
6 Analysis of Australia Operational and Planned LNG Terminals 41
6.1 Location, Operator, Ownership, Start Up, Construction, Technology, Capex and
Current Status Details by Terminal, 2011 41
6.2 Australia Liquefaction Capacity by Terminal, 2000-2020 42
6.3 Australia Liquefaction Train Details by Terminal, 2000-2020 43
6.4 Australia Source Field Details by Terminal 44
6.5 Australia LNG Carrier Details by Terminal 45
6.6 Australia LNG Storage Capacity by Terminal, 2000-2020 46
6.7 Australia LNG Storage Tank Details by Terminal, 2000-2020 47
7 Australia Monthly LNG Export Trade Pattern and Pricing Analysis, 2010 48
7.1 Annual LNG Trade Quantities by Importing Country, 2000-2010 48
7.2 Monthly LNG Trade Quantities by Importing Country, January 2010- December
2010 49
7.3 Monthly LNG Export Prices by Importing Country, January 2010- December 2010
51
7.4 Monthly LNG Export Revenues by Importing Country, January 2010- December
2010 53
8 Australia Long and Medium Term LNG Contract Details, 2000-2020 55
8.1 Geographical Analysis of LNG Supply Contracts, 2011- 2020 55
8.2 Terminal wise Contracted Vs. Available Capacity, 2000- 2020 56
8.3 Existing LNG Supply Contract Details by Terminal 58
8.4 Announced/ Planned LNG Supply Contract Details by Terminal 59
9 Analysis of Planned LNG Projects in Australia 60
9.1 Current Status of Planned LNG Terminals 60
9.2 Planned LNG Terminals- Capital Expenditure 60
9.3 Planned LNG Terminals- Location, Operator, Ownership and Technology 61
9.4 Planned LNG Terminals- Fields, Tankers and Other Infrastructure 61
9.5 Planned LNG Terminals- Long and Medium term Supply Contracts 62
9.6 Planned Expansions of Existing LNG Terminals 63
10 Australia LNG Markets, Competitive Scenario 64
10.1 LNG Strategies of Major Australian Operators 64
10.2 Australia LNG Market Structure, 2011 66
10.3 Australia LNG Companies Benchmarking, 2011 67
10.4 Australia, Company wise LNG Export Capacity, 2000-2020 70
10.5 Australia Company wise Planned Capital Expenditure 71
11 Analysis of Key LNG Companies in Australia 72
11.1 BP Plc 72
11.1.1 BP Plc- Overview 72
11.1.2 BP Plc- Business Description 73
11.1.3 BP Plc- LNG Strategies 75
11.1.4 BP Plc- LNG Operations 76
11.1.5 BP Plc- SWOT Analysis 77
11.1.6 BP Plc- Contact Information 79
11.2 Santos Ltd 80
11.2.1 Santos Ltd- Overview 80
11.2.2 Santos Ltd- Business Description 81
11.2.3 Santos Ltd- LNG Strategies 83
11.2.4 Santos Ltd- LNG Operations 84
11.2.5 Santos Ltd- SWOT Analysis 86
11.2.6 Santos Ltd- Contact Information 88
11.3 Woodside Energy Ltd 89
11.3.1 Woodside Energy Ltd- Overview 89
11.3.2 Woodside Energy Ltd- Business Description 90
11.3.3 Woodside Energy Ltd- LNG Strategies 92
11.3.4 Woodside Energy Ltd- LNG Operations 93
11.3.5 Woodside Energy Ltd- SWOT Analysis 95
11.3.6 Woodside Energy Ltd- Contact Information 97
12 Latest Developments in Australia LNG Industry 98
13 Appendix 116
13.1 Introduction to LNG 116
13.1.1 Widening Scope of LNG Globally 116
13.1.2 LNG Versus Pipeline Transport 117
13.2 Global LNG Markets Overview, 2011 118
13.3 LNG Conversion Factors 119
13.4 Definitions 119
13.5 About LNGReports 120
13.6 Sources and Methodology 120
13.7 Contact Information 121
13.8 Disclaimer 121 Table 1: Asia Pacific LNG Markets- Country Benchmarking 21
Table 2: Asia Pacific Natural Gas Reserves and Production by Country, 2010 22
Table 3: Asia Pacific Operational and Planned LNG Capacity by Country, 2011-2015
23
Table 4: Asia Pacific LNG Utilization Rates, 2010 24
Table 5: Australia LNG Export Capacity Outlook, 2000- 2020 28
Table 6: Australia LNG Trade Volume Outlook, 2000- 2020 30
Table 7: Australia LNG Contracted Capacity Outlook, 2000- 2020 32
Table 8: Australia Proven Natural Gas Reserves, 2000-2010 35
Table 9: Australia, Marketed Natural Gas Production Forecast, 2000- 2020 37
Table 10: Australia Natural Gas Consumption Forecast, 2000-2020 40
Table 11: Australia Existing and Planned LNG Terminal Details, 2011 41
Table 12: Australia LNG Export Capacity by Terminal, 2000- 2020 42
Table 13: Australia Liquefaction Train Size and Count by Terminal, 2000- 2020 43
Table 14: Australia LNG Feed Gas Supply Fields by Terminal, 2011 44
Table 15: Australia LNG Shipping Tankers by Terminal, 2011 45
Table 16: Australia LNG Storage Capacity by Terminal, 2000- 2020 46
Table 17: Australia LNG Storage Tanks by Terminal, 2000- 2020 47
Table 18: Australia Annual LNG Trade Quantities by Importer, 2000- 2010 48
Table 19: Australia Monthly LNG Trade Quantities by Importer, January 2010-
December 2010 49
Table 20: Australia Average Monthly LNG Prices by Importer, January 2010-
December 2010 51
Table 21: Australia Monthly LNG Revenues by Importer, January 2010- December
2010 53
Table 22: Australia LNG Supply Contract Volumes by Country, 2011- 2020 55
Table 23: Terminal wise Contracted LNG Volumes, 2011- 2020 56
Table 24: Terminal wise Non- Contracted (Available) LNG Volumes, 2011- 2020 57
Table 25: Buyer, Market, Contract Volume, Duration, Delivery Type Details of
Existing Contracts by Terminal, 2011 58
Table 26: Buyer, Market, Contract Volume, Duration, Delivery Type Details of
Planned Contracts by Terminal, 2011 59
Table 27: Australia, Planned LNG Capital Expenditure by Terminal, 2011-2020 60
Table 28: Australia, Planned LNG Terminal Details (Location, Operator, Ownership
and Technology) 61
Table 29: Australia, Planned LNG Terminal Details (Source Fields, Tankers,
Infrastructure) 61
Table 30: Buyer, Market, Contract Volume, Duration, Delivery Type Details of
Contracts by Planned Terminals, 2011 62
Table 31: Australia LNG Capacity Expansions of Planned Terminals 63
Table 32: Australia LNG Companies Benchmarking (Capacity Index) 67
Table 33: Australia LNG Companies Benchmarking (Revenue Index) 68
Table 34: Australia LNG Companies Benchmarking (Investment Index) 69
Table 35: Australia Weighted LNG Capacity by Company, 2000- 2020 70
Table 36: Australia Company wise Planned Capital Investments, 2011- 2015 71
Table 37: Woodside Energy Ltd- Top Level Information 72
Table 38: Woodside Energy Ltd Existing and Planned LNG Operations by Country,
2011 76
Table 39: Woodside Energy Ltd Weighted LNG Export Capacity by Terminal,
2000-2015 76
Table 40: Repsol YPF- Top Level Information 80
Table 41: Repsol YPF Existing and Planned LNG Operations by Country, 2011 84
Table 42: Repsol YPF Weighted LNG Export Capacity by Terminal, 2000-2015 84
Table 43: Woodside Energy Ltd- Top Level Information 89
Table 44: Woodside Energy Ltd Existing and Planned LNG Operations by Country,
2011 93
Table 45: Woodside Energy Ltd Weighted LNG Export Capacity by Terminal,
2000-2015 93
Table 46: Natural Gas (NG) and Liquefied Natural Gas (LNG) Conversion Factors
119
Figure 1: Australia LNG Export Terminals Map 14
Figure 2: Australia LNG Positioning Matrix 25
Figure 3: Australia LNG Export Capacity Outlook, 2000- 2020 28
Figure 4: Australia LNG Trade Volume Outlook, 2000- 2020 30
Figure 5: Australia LNG Contracted Capacity Outlook, 2000- 2020 32
Figure 6: Australia Natural Gas Reserves Comparison, 2010 34
Figure 7: Australia Proven Natural Gas Reserves, 2000-2010 35
Figure 8: Australia, Marketed Natural Gas Production Forecast, 2000- 2020 37
Figure 9: Australia, Primary Energy Consumption by Fuel (%), 2010 38
Figure 10: Australia Natural Gas Consumption Forecast, 2000-2020 40
Figure 11: Australia Annual LNG Trade Quantities, 2000-2010 48
Figure 12: Australia Monthly LNG Trade Quantities, January 2010- December 2010
49
Figure 13: Australia Average Monthly LNG Prices, January 2010- December 2010 51
Figure 14: Australia Monthly LNG Export Revenues, January 2010- December 2010 53
Figure 15: Australia LNG Supply Contract Volumes by Country, 2011 55
Figure 16: Australia LNG Market Shares by Companies, 2011 66
Figure 17: Australia Weighted LNG Capacity by Company, 2000- 2020 70
Companies Mentioned
Cheniere Energy, Inc, Sempra Energy, Petroleo Brasileiro (Petrobras), Royal
Dutch Shell Plc
|
