1 Table of Contents 4
1.1 List of Tables 8
1.2 List of Figures 10
2 Yemen Industry Overview 11
2.1 Yemen 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 Yemen 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 Yemen LNG Market Description 13
2.3 Yemen LNG Export Terminals Map 14
3 Strategy Analysis of Yemen LNG Markets 15
3.1 Yemen LNG Strategies 15
3.2 Yemen LNG SWOT Analysis 17
3.2.1 Yemen LNG Market- Key Strengths 17
3.2.2 Yemen LNG Market- Key Weaknesses 18
3.2.3 Yemen LNG Market- Key Opportunities 19
3.2.4 Yemen LNG Market- Key Threats 19
3.3 Yemen Benchmarking with Other Middle Eastn LNG Exporters 20
3.3.1 Middle East LNG Markets Benchmarking- Overall Ranking 21
3.3.2 Middle East LNG Markets Benchmarking- Supply Index 22
3.3.3 Middle East LNG Markets Benchmarking- Capacity Index 23
3.3.4 Middle East LNG Markets Benchmarking- Operational Index 24
3.4 Yemen LNG Positioning matrix 25
4 Yemen LNG Trends and Outlook to 2020 26
4.1 Latest Yemen LNG Market Trends 26
4.2 Key Factors Driving Yemen 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 Yemen Natural Gas Market Outlook 34
5.1 Yemen Proven Natural Gas Reserves, 2000-2010 34
5.1.1 Major Natural Gas Fields in Yemen 34
5.1.2 Comparison of Yemen Proven Gas Reserves 34
5.1.3 Yemen Proven Gas Reserve Volume, 2000- 2010 35
5.2 Yemen Natural Gas Production Forecast, 2000-2020 36
5.2.1 Yemen Natural Gas Production Trends 36
5.2.2 Yemen Natural Gas Production Outlook to 2020 37
5.3 Yemen Natural Gas Demand Forecast, 2000-2020 38
5.3.1 Yemen Primary Energy Consumption by Fuel 38
5.3.2 Yemen Natural Gas Consumption Trends 38
5.3.3 Yemen Natural Gas Consumption Outlook to 2020 40
6 Analysis of Yemen 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 Yemen Liquefaction Capacity by Terminal, 2000-2020 42
6.3 Yemen Liquefaction Train Details by Terminal, 2000-2020 43
6.4 Yemen Source Field Details by Terminal 44
6.5 Yemen LNG Carrier Details by Terminal 45
6.6 Yemen LNG Storage Capacity by Terminal, 2000-2020 46
6.7 Yemen LNG Storage Tank Details by Terminal, 2000-2020 47
7 Yemen 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 Yemen 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 Yemen 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 Yemen LNG Markets, Competitive Scenario 64
10.1 LNG Strategies of Major Yemenn Operators 64
10.2 Yemen LNG Market Structure, 2011 66
10.3 Yemen LNG Companies Benchmarking, 2011 67
10.4 Yemen, Company wise LNG Export Capacity, 2000-2020 70
10.5 Yemen Company wise Planned Capital Expenditure 71
11 Analysis of Key LNG Companies in Yemen 72
11.1 Total S.A 72
11.1.1 Total S.A- Overview 72
11.1.2 Total S.A- Business Description 73
11.1.3 Total S.A- LNG Strategies 75
11.1.4 Total S.A- LNG Operations 76
11.1.5 Total S.A- SWOT Analysis 77
11.1.6 Total S.A- Contact Information 79
11.2 Hunt Oil Company 80
11.2.1 Hunt Oil Company- Overview 80
11.2.2 Hunt Oil Company- Business Description 81
11.2.3 Hunt Oil Company- LNG Strategies 83
11.2.4 Hunt Oil Company- LNG Operations 84
11.2.5 Hunt Oil Company- SWOT Analysis 86
11.2.6 Hunt Oil Company- Contact Information 88
11.3 Yemen Gas Company 89
11.3.1 Yemen Gas Company- Overview 89
11.3.2 Yemen Gas Company- Business Description 90
11.3.3 Yemen Gas Company- LNG Strategies 92
11.3.4 Yemen Gas Company- LNG Operations 93
11.3.5 Yemen Gas Company- SWOT Analysis 95
11.3.6 Yemen Gas Company- Contact Information 97
12 Latest Developments in Yemen 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: Middle East LNG Markets- Country Benchmarking 21
Table 2: Middle East Natural Gas Reserves and Production by Country, 2010 22
Table 3: Middle East Operational and Planned LNG Capacity by Country, 2011-2015
23
Table 4: Middle East LNG Utilization Rates, 2010 24
Table 5: Yemen LNG Export Capacity Outlook, 2000- 2020 28
Table 6: Yemen LNG Trade Volume Outlook, 2000- 2020 30
Table 7: Yemen LNG Contracted Capacity Outlook, 2000- 2020 32
Table 8: Yemen Proven Natural Gas Reserves, 2000-2010 35
Table 9: Yemen, Marketed Natural Gas Production Forecast, 2000- 2020 37
Table 10: Yemen Natural Gas Consumption Forecast, 2000-2020 40
Table 11: Yemen Existing and Planned LNG Terminal Details, 2011 41
Table 12: Yemen LNG Export Capacity by Terminal, 2000- 2020 42
Table 13: Yemen Liquefaction Train Size and Count by Terminal, 2000- 2020 43
Table 14: Yemen LNG Feed Gas Supply Fields by Terminal, 2011 44
Table 15: Yemen LNG Shipping Tankers by Terminal, 2011 45
Table 16: Yemen LNG Storage Capacity by Terminal, 2000- 2020 46
Table 17: Yemen LNG Storage Tanks by Terminal, 2000- 2020 47
Table 18: Yemen Annual LNG Trade Quantities by Importer, 2000- 2010 48
Table 19: Yemen Monthly LNG Trade Quantities by Importer, January 2010- December
2010 49
Table 20: Yemen Average Monthly LNG Prices by Importer, January 2010- December
2010 51
Table 21: Yemen Monthly LNG Revenues by Importer, January 2010- December 2010 53
Table 22: Yemen 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: Yemen, Planned LNG Capital Expenditure by Terminal, 2011-2020 60
Table 28: Yemen, Planned LNG Terminal Details (Location, Operator, Ownership and
Technology) 61
Table 29: Yemen, 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: Yemen LNG Capacity Expansions of Planned Terminals 63
Table 32: Yemen LNG Companies Benchmarking (Capacity Index) 67
Table 33: Yemen LNG Companies Benchmarking (Revenue Index) 68
Table 34: Yemen LNG Companies Benchmarking (Investment Index) 69
Table 35: Yemen Weighted LNG Capacity by Company, 2000- 2020 70
Table 36: Yemen Company wise Planned Capital Investments, 2011- 2015 71
Table 37: Total S.A- Top Level Information 72
Table 38: Total S.A Existing and Planned LNG Operations by Country, 2011 76
Table 39: Total S.A 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: Yemen Gas Company- Top Level Information 89
Table 44: Yemen Gas Company Existing and Planned LNG Operations by Country, 2011
93
Table 45: Yemen Gas Company Weighted LNG Export Capacity by Terminal, 2000-2015
93
Table 46: Natural Gas (NG) and Liquefied Natural Gas (LNG) Conversion Factors
119
Figure 1: Yemen LNG Export Terminals Map 14
Figure 2: Yemen LNG Positioning Matrix 25
Figure 3: Yemen LNG Export Capacity Outlook, 2000- 2020 28
Figure 4: Yemen LNG Trade Volume Outlook, 2000- 2020 30
Figure 5: Yemen LNG Contracted Capacity Outlook, 2000- 2020 32
Figure 6: Yemen Natural Gas Reserves Comparison, 2010 34
Figure 7: Yemen Proven Natural Gas Reserves, 2000-2010 35
Figure 8: Yemen, Marketed Natural Gas Production Forecast, 2000- 2020 37
Figure 9: Yemen, Primary Energy Consumption by Fuel (%), 2010 38
Figure 10: Yemen Natural Gas Consumption Forecast, 2000-2020 40
Figure 11: Yemen Annual LNG Trade Quantities, 2000-2010 48
Figure 12: Yemen Monthly LNG Trade Quantities, January 2010- December 2010 49
Figure 13: Yemen Average Monthly LNG Prices, January 2010- December 2010 51
Figure 14: Yemen Monthly LNG Export Revenues, January 2010- December 2010 53
Figure 15: Yemen LNG Supply Contract Volumes by Country, 2011 55
Figure 16: Yemen LNG Market Shares by Companies, 2011 66
Figure 17: Yemen Weighted LNG Capacity by Company, 2000- 2020 70
Companies Mentioned
Excellerate Energy, LLC, ExxonMobil Corporation, Petroliam Nasional Berhard, BG
Group Plc
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