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