| 1 Table
of Contents 4
1.1 List of Tables 8
1.2 List of Figures 10
2 Equatorial Guinea Industry Overview 11
2.1 Equatorial Guinea 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 Equatorial Guinea 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 Equatorial Guinea LNG Market Description 13
2.3 Equatorial Guinea LNG Export Terminals Map 14
3 Strategy Analysis of Equatorial Guinea LNG Markets 15
3.1 Equatorial Guinea LNG Strategies 15
3.2 Equatorial Guinea LNG SWOT Analysis 17
3.2.1 Equatorial Guinea LNG Market- Key Strengths 17
3.2.2 Equatorial Guinea LNG Market- Key Weaknesses 18
3.2.3 Equatorial Guinea LNG Market- Key Opportunities 19
3.2.4 Equatorial Guinea LNG Market- Key Threats 19
3.3 Equatorial Guinea Benchmarking with Other African LNG Exporters
20
3.3.1 Africa LNG Markets Benchmarking- Overall Ranking 21
3.3.2 Africa LNG Markets Benchmarking- Supply Index 22
3.3.3 Africa LNG Markets Benchmarking- Capacity Index 23
3.3.4 Africa LNG Markets Benchmarking- Operational Index 24
3.4 Equatorial Guinea LNG Positioning matrix 25
4 Equatorial Guinea LNG Trends and Outlook to 2020 26
4.1 Latest Equatorial Guinea LNG Market Trends 26
4.2 Key Factors Driving Equatorial Guinea 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 Equatorial Guinea Natural Gas Market Outlook 34
5.1 Equatorial Guinea Proven Natural Gas Reserves, 2000-2010 34
5.1.1 Major Natural Gas Fields in Equatorial Guinea 34
5.1.2 Comparison of Equatorial Guinea Proven Gas Reserves 34
5.1.3 Equatorial Guinea Proven Gas Reserve Volume, 2000- 2010 35
5.2 Equatorial Guinea Natural Gas Production Forecast, 2000-2020 36
5.2.1 Equatorial Guinea Natural Gas Production Trends 36
5.2.2 Equatorial Guinea Natural Gas Production Outlook to 2020 37
5.3 Equatorial Guinea Natural Gas Demand Forecast, 2000-2020 38
5.3.1 Equatorial Guinea Primary Energy Consumption by Fuel 38
5.3.2 Equatorial Guinea Natural Gas Consumption Trends 38
5.3.3 Equatorial Guinea Natural Gas Consumption Outlook to 2020 40
6 Analysis of Equatorial Guinea 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 Equatorial Guinea Liquefaction Capacity by Terminal, 2000-2020 42
6.3 Equatorial Guinea Liquefaction Train Details by Terminal, 2000-2020
43
6.4 Equatorial Guinea Source Field Details by Terminal 44
6.5 Equatorial Guinea LNG Carrier Details by Terminal 45
6.6 Equatorial Guinea LNG Storage Capacity by Terminal, 2000-2020 46
6.7 Equatorial Guinea LNG Storage Tank Details by Terminal, 2000-2020
47
7 Equatorial Guinea 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 Equatorial Guinea 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 Equatorial Guinea 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 Equatorial Guinea LNG Markets, Competitive Scenario 64
10.1 LNG Strategies of Major Equatorial Guinean Operators 64
10.2 Equatorial Guinea LNG Market Structure, 2011 66
10.3 Equatorial Guinea LNG Companies Benchmarking, 2011 67
10.4 Equatorial Guinea, Company wise LNG Export Capacity, 2000-2020
70
10.5 Equatorial Guinea Company wise Planned Capital Expenditure 71
11 Analysis of Key LNG Companies in Equatorial Guinea 72
11.1 Sonangas-GE 72
11.1.1 Sonangas-GE- Overview 72
11.1.2 Sonangas-GE- Business Description 73
11.1.3 Sonangas-GE- LNG Strategies 75
11.1.4 Sonangas-GE- LNG Operations 76
11.1.5 Sonangas-GE- SWOT Analysis 77
11.1.6 Sonangas-GE- Contact Information 79
11.2 Marathon Oil Corporation 80
11.2.1 Marathon Oil Corporation- Overview 80
11.2.2 Marathon Oil Corporation- Business Description 81
11.2.3 Marathon Oil Corporation- LNG Strategies 83
11.2.4 Marathon Oil Corporation- LNG Operations 84
11.2.5 Marathon Oil Corporation- SWOT Analysis 86
11.2.6 Marathon Oil Corporation- Contact Information 88
11.3 Mitsui & Co., Ltd 89
11.3.1 Mitsui & Co., Ltd- Overview 89
11.3.2 Mitsui & Co., Ltd- Business Description 90
11.3.3 Mitsui & Co., Ltd- LNG Strategies 92
11.3.4 Mitsui & Co., Ltd- LNG Operations 93
11.3.5 Mitsui & Co., Ltd- SWOT Analysis 95
11.3.6 Mitsui & Co., Ltd- Contact Information 97
12 Latest Developments in Equatorial Guinea 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: Africa LNG Markets-
Country Benchmarking 21
Table 2: Africa Natural Gas Reserves and Production by Country, 2010
22
Table 3: Africa Operational and Planned LNG Capacity by Country, 2011-2015
23
Table 4: Africa LNG Utilization Rates, 2010 24
Table 5: Equatorial Guinea LNG Export Capacity Outlook, 2000- 2020 28
Table 6: Equatorial Guinea LNG Trade Volume Outlook, 2000- 2020 30
Table 7: Equatorial Guinea LNG Contracted Capacity Outlook, 2000- 2020 32
Table 8: Equatorial Guinea Proven Natural Gas Reserves, 2000-2010 35
Table 9: Equatorial Guinea, Marketed Natural Gas Production Forecast, 2000-
2020 37
Table 10: Equatorial Guinea Natural Gas Consumption Forecast, 2000-2020 40
Table 11: Equatorial Guinea Existing and Planned LNG Terminal Details, 2011
41
Table 12: Equatorial Guinea LNG Export Capacity by Terminal, 2000- 2020
42
Table 13: Equatorial Guinea Liquefaction Train Size and Count by Terminal,
2000- 2020 43
Table 14: Equatorial Guinea LNG Feed Gas Supply Fields by Terminal, 2011
44
Table 15: Equatorial Guinea LNG Shipping Tankers by Terminal, 2011 45
Table 16: Equatorial Guinea LNG Storage Capacity by Terminal, 2000- 2020 46
Table 17: Equatorial Guinea LNG Storage Tanks by Terminal, 2000- 2020
47
Table 18: Equatorial Guinea Annual LNG Trade Quantities by Importer, 2000-
2010 48
Table 19: Equatorial Guinea Monthly LNG Trade Quantities by Importer,
January 2010- December 2010 49
Table 20: Equatorial Guinea Average Monthly LNG Prices by Importer, January
2010- December 2010 51
Table 21: Equatorial Guinea Monthly LNG Revenues by Importer, January 2010-
December 2010 53
Table 22: Equatorial Guinea 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: Equatorial Guinea, Planned LNG Capital Expenditure by Terminal,
2011-2020 60
Table 28: Equatorial Guinea, Planned LNG Terminal Details (Location,
Operator, Ownership and Technology) 61
Table 29: Equatorial Guinea, 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: Equatorial Guinea LNG Capacity Expansions of Planned Terminals
63
Table 32: Equatorial Guinea LNG Companies Benchmarking (Capacity Index)
67
Table 33: Equatorial Guinea LNG Companies Benchmarking (Revenue Index)
68
Table 34: Equatorial Guinea LNG Companies Benchmarking (Investment Index)
69
Table 35: Equatorial Guinea Weighted LNG Capacity by Company, 2000- 2020
70
Table 36: Equatorial Guinea Company wise Planned Capital Investments, 2011-
2015 71
Table 37: Sonangas-GE- Top Level Information 72
Table 38: Sonangas-GE Existing and Planned LNG Operations by Country, 2011
76
Table 39: Sonangas-GE 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: Mitsui & Co., Ltd- Top Level Information 89
Table 44: Mitsui & Co., Ltd Existing and Planned LNG Operations by
Country, 2011 93
Table 45: Mitsui & Co., 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: Equatorial Guinea LNG
Export Terminals Map 14
Figure 2: Equatorial Guinea LNG Positioning Matrix 25
Figure 3: Equatorial Guinea LNG Export Capacity Outlook, 2000- 2020
28
Figure 4: Equatorial Guinea LNG Trade Volume Outlook, 2000- 2020 30
Figure 5: Equatorial Guinea LNG Contracted Capacity Outlook, 2000- 2020
32
Figure 6: Equatorial Guinea Natural Gas Reserves Comparison, 2010 34
Figure 7: Equatorial Guinea Proven Natural Gas Reserves, 2000-2010 35
Figure 8: Equatorial Guinea, Marketed Natural Gas Production Forecast,
2000- 2020 37
Figure 9: Equatorial Guinea, Primary Energy Consumption by Fuel (%), 2010
38
Figure 10: Equatorial Guinea Natural Gas Consumption Forecast, 2000-2020
40
Figure 11: Equatorial Guinea Annual LNG Trade Quantities, 2000-2010
48
Figure 12: Equatorial Guinea Monthly LNG Trade Quantities, January 2010-
December 2010 49
Figure 13: Equatorial Guinea Average Monthly LNG Prices, January 2010-
December 2010 51
Figure 14: Equatorial Guinea Monthly LNG Export Revenues, January 2010-
December 2010 53
Figure 15: Equatorial Guinea LNG Supply Contract Volumes by Country, 2011
55
Figure 16: Equatorial Guinea LNG Market Shares by Companies, 2011 66
Figure 17: Equatorial Guinea Weighted LNG Capacity by Company, 2000- 2020
70 |
Companies Mentioned
CNOOC Limited, PetroChina Company Limited, China Petroleum
& Chemical Corporation, Guangdong YUDEAN Group Co., Ltd, Shenergy Group
Limited
