The 2008 Asia Gas & LNG Report

Covering Australia, China, Hong Kong, India, Indonesia, Japan, Malaysia, Pakistan, the Philippines, Singapore, South Korea, Taiwan, Thailand and Vietnam.

Key Coverage:

  • Gas & LNG global industry overview
  • BMI’s independent 5-year forecast for 14 Asian gas and LNG markets
  • BMI’s business environment rankings for each market
  • Company profiles and SWOT analyses on 35 leading operators across the region

Global Industry Overview

The 2008 Asia Gas & LNG Report begins with an insightful overview of global gas reserves, supply and demand, and the future growth potential of the international gas industry. As more stranded gas deposits become exploitable through advances in extraction and transportation technology, BMI evaluates long-term supply growth potential in the market. This is weighed against demand growth underpinned by the worldwide trend of shifting from oil- to gas-fired power stations, the growing use of gas in EOR processes and unconventional crude production and global efforts to reduce gas flaring.

BMI’s Business Environment Rankings

Find out in the 2008 Asia Gas & LNG Report where BMI ranks China, India, Japan, Vietnam and 10 other gas and LNG markets according to energy demand and supply growth and potential, state involvement, the regulatory and licensing framework, and political and economic risks.

Gas & LNG 5-year Forecast for 14 Asian Markets

BMI’s independent 5-year forecast for oil and natural gas reserves, supply and demand, covers 23 key indicators including production, consumption, value of gas and LNG exports/cost of imports in base case, high and low scenario. Our forecast shows how dramatic gas demand growth led by India and China will see regional net imports rise 65% – from 91bcm in 2007 to 176bcm in 2012 – the strongest growth globally. Indeed, Asia has evolved into the hottest market for LNG globally, and we forecast in the 2008 Asia Gas & LNG Report that the region’s total gas import bill is set to reach US$64.9bn by 2012.

We also assess the supply and demand implications of Japan, China, India and South Korea becoming leading gas importers, and of Indonesia, Malaysia and Australia comprising the main net exporters - and earning a total US$27.5bn of export revenues by 2012

35 Company Profiles & SWOT analyses on leading operators across the region

The 2008 Asia Gas & LNG Report offers newly researched competitive intelligence on 35 leading companies operating across 14 Asian gas and LNG markets. Company profiles (see full list below) analyse latest company developments and news, market positioning and regional and global strategies. SWOT analyses highlight key strengths, weaknesses, opportunities and threats, and provide a financial summary of sales, net profits and operating statistics.

Find out in the Report how Australia’s Woodside has reprioritised its strategic objectives, as it aims to become one of the world’s top two non-state LNG producers within 10 years; how China’s CNPC is targeting annual sales revenues of US$378bn by 2020, to establish itself as a world-class integrated international energy group; and how India’s Reliance Industries is planning a large chain of service stations, while drilling successfully for oil and gas, in an effort to achieve backwards integration and Indian oil major status.

What are the Key Benefits of the 2008 Asia Gas & LNG Report Report?

  • Use BMI's country-comparative business environment rankings to assess investment attractiveness, potential returns and risks in the upstream and downstream gas segments
  • Assess natural gas reserves, supply and demand growth using BMI's five-year comprehensive industry forecasts
  • Track major project developments and identify investment opportunities in gas processing and LNG infrastructure expansion
  • Identify new opportunities in gas exploration and production, pipeline and LNG export schemes, evaluating the potential customer base and revenue-generating prospects
  • Acquire a thorough understanding of the competitive landscape through BMI's detailed company profiles on major players in gas E&P, processing, distribution and transportation

Who relies on the 2008 Asia Gas & LNG Report, and Why?

  • Competitive Intelligence Managers – Gain a thorough insight into the market position and strategies of competitors in the upstream and downstream segments of the gas and LNG industry
  • Risk Managers – Evaluate and contrast the key investment risks in the gas markets of 14 countries, broken down into upstream and downstream risks, with composite scores for ease of comparison
  • Budget Planners – Balance the assumptions underlying your medium-term projections against BMI's independent view of gas and LNG import costs and export revenues
  • Project Managers – Track the progress of major gas and LNG projects to anticipate industry-wide barriers to project completion including rising costs and equipment shortages

14 Markets Covered in the Report

Australia, China, Hong Kong, India, Indonesia, Japan, Malaysia, Pakistan, the Philippines, Singapore, South Korea, Taiwan, Thailand and Vietnam

35 Companies Profiled in the Report

Australia - Woodside Petroleum, Santos
China - China National Petroleum Corporation, PetroChina, China Petroleum & Chemical Corporation (Sinopec), China National Offshore Oil Corporation (CNOOC), Shell (China) Ltd, BP China
India - Oil and Natural Gas Corporation (ONGC), Reliance Industries, GAIL (India), Cairn India, Pertamina, Chevron
Indonesia - ExxonMobil Indonesia, BP Indonesia, CNOOC Indonesia, ConocoPhillips Indonesia
Malaysia - Petroliam Nasional-Bhd (Petronas), ExxonMobil Sdn Bhd, Shell Malaysia Ltd
Pakistan - Oil and Gas Development Company Limited (OGDCL), Pakistan Petroleum Ltd (PPL), Shell Pakistan       
Philippines - Philippines National Oil Company (PNOC), Pilipinas Shell Petroleum,     
Caltex (Philippines)
Singapore - Singapore Petroleum Company
Taiwan - Chinese Petroleum Corporation (CPC)
Thailand – PTT, PTT Exploration and Production (PTTEP), Esso (Thailand) plc, Chevron
Vietnam
– PetroVietnam, BP Vietnam, Zarubezhneft

CONTENTS

Global Gas Market Overview

An assessment of global gas reserves, supply and demand and the future growth potential of the international gas industry. As more stranded gas deposits become exploitable through advances in extraction and transportation technology, BMI evaluates long-term supply growth potential in the market. This is weighed against demand growth underpinned by the worldwide trend of shifting from oil- to gas-fired power stations, the growing use of gas in EOR processes and unconventional crude production and global efforts to reduce gas flaring.

  • Chart: Global Distribution
    Natural Gas Reserves By Region 2006 (tcm)
  • Chart: Mind The Gap
    Natural Gas Prod & Consumption By Region 2006 (bcm)

Regional Energy Market Overview

  • Table: Asia Pacific Gas Consumption (bcm)
    Historic series 2005-2007, BMI forecasts for 2008-2012
  • Table: Asia Pacific Gas Production (bcm)
    Historic series 2005-2007, BMI forecasts for 2008-2012
  • Table: Asia Pacific LNG Exports/(Imports) (bcm)
    Historic series 2005-2007, BMI forecasts for 2008-2012

Business Environment Ranking

BMI’s updated and greatly expanded regional Business Environment scoring system, incorporating many more industry-specific elements and a more sophisticated approach to political and economic risk assessment. The enlarged scoring matrix is also broken down into Upstream and Downstream segments, providing a more detailed analysis of the growth outlook and market conditions for both major elements of the oil and gas industry.

  • Asia Pacific Region
    • Table: Regional Upstream Business Environment Rating
  • Australia
  • China
  • Hong Kong
  • India
  • Indonesia
  • Japan
  • Malaysia
  • Pakistan
  • Philippines
  • Singapore
  • South Korea
  • Taiwan
  • Thailand
  • Vietnam

Industry Forecast Scenario

An independent view of oil and natural gas reserves, supply and demand based on BMI’s proprietary database. Comprises 23 indicators including production, consumption, value of gas and LNG exports/cost of imports in base case, high and low scenario.

This report has historic data from 2004 - 2007 and BMI forecast data from 2008 - 2011.

The industry indicators and units for the industry forecast tables (Gas & LNG reports) are : Proven reserves, bn barrels, Oil production, 000b/d, Oil consumption, 000b/d, Oil refinery capacity, 000b/d (EIA/BMI Research), Oil exports, 000b/d (BMI Research), Oil price, US$/bbl, OPEC basket, Value of petroleum exports, US$mn (BMI base case), Value of oil exports, US$mn (BMI base case), Value of oil exports at constant US$50/bbl – US$mn, Value of oil exports at constant US$100/bbl – US$mn, Value of petroleum exports at constant US$50/bbl – US$mn, Value of petroleum exports at constant US$100/bbl – US$mn, Refined petroleum products exports, 000b/d (BMI Research), Gas: proven reserves, tcm, Gas: production, bcm, Gas: consumption, bcm, Gas exports, bcm (BMI Research), Value of gas exports, US$mn (BMI base case), Value of gas exports at constant US$50/bbl – US$mn, Value of gas exports at constant US$100/bbl – US$mn, LNG exports, bcm, LNG price, US$/mn btu, LNG revenues, US$mn (BMI Research)

  • Australia
    • Table: Australia Oil & Gas — Historic series 2005-2007, BMI forecasts for 2008-2012
  • China
    • Table: China Oil & Gas — Historic series 2005-2007, BMI forecasts for 2008-2012
  • Hong Kong
    • Table: Hong Kong Oil & Gas — Historic series 2005-2007, BMI forecasts for 2008-2012
  • India
    • Table: India Oil & Gas — Historic series 2005-2007, BMI forecasts for 2008-2012
  • Indonesia
    • Table: Indonesia Oil & Gas — Historic series 2005-2007, BMI forecasts for 2008-2012
  • Japan
    • Table: Japan Oil & Gas — Historic series 2005-2007, BMI forecasts for 2008-2012
  • Malaysia
    • Table: Malaysia Oil & Gas — Historic series 2005-2007, BMI forecasts for 2008-2012
  • Pakistan
    • Table: Pakistan Oil & Gas — Historic series 2005-2007, BMI forecasts for 2008-2012
  • Philippines
    • Table: Philippines Oil & Gas — Historic series 2005-2007, BMI forecasts for 2008-2012
  • Singapore
    • Table: Singapore Oil & Gas — Historic series 2005-2007, BMI forecasts for 2008-2012
  • South Korea
    • Table: South Korea Oil & Gas — Historic series 2005-2007, BMI forecasts for 2008-2012
  • Taiwan
    • Table: Taiwan Oil & Gas — Historic series 2005-2007, BMI forecasts for 2008-2012
  • Thailand
    • Table: Thailand Oil & Gas — Historic series 2005-2007, BMI forecasts for 2008-2012
  • Vietnam
    • Table: Vietnam Oil & Gas — Historic series 2005-2007, BMI forecasts for 2008-2012

All profiles include analysis of latest developments, market positioning and company strategy. SWOT analyses highlight key strengths, weaknesses, opportunities and threats, and provide a financial summary of sales, net profits and operating statistics.

Company Profiles

  • Company Profiles - Australia
    • Woodside Petroleum
    • Santos
  • Company Profiles - China
    • China National Petroleum Corporation
    • PetroChina
    • China Petroleum & Chemical Corporation (Sinopec)
    • China National Offshore Oil Corporation (CNOOC)
    • Shell (China) Ltd
    • BP China
  • Company Profiles - India
    • Oil and Natural Gas Corporation (ONGC)
    • Reliance Industries
    • GAIL (India)
    • Cairn India
    • Pertamina
    • Chevron Indonesiac
    • ExxonMobil Indonesia
    • BP Indonesia
    • CNOOC Indonesia
    • ConocoPhillips Indonesia
  • Company Profiles - Malaysia
    • Petroliam Nasional-Bhd (Petronas)
    • ExxonMobil Sdn Bhd
    • Shell Malaysia Ltd
  • Company Profiles - Pakistan
    • Oil and Gas Development Company Limited (OGDCL)
    • Pakistan Petroleum Ltd (PPL)
    • Shell Pakistan
  • Company Profiles - Philippines
    • Philippines National Oil Company (PNOC)
    • Pilipinas Shell Petroleum
    • Caltex (Philippines)
  • Company Profiles - Singapore
    • Singapore Petroleum Company
  • Company Profiles - Taiwan
    • Chinese Petroleum Corporation (CPC)
  • Company Profiles - Thailand
    • PTT
    • PTT Exploration and Production (PTTEP)
    • Esso (Thailand) plc
    • Chevron
  • Company Profiles - Vietnam
    • PetroVietnam
    • BP Vietnam
    • Zarubezhneft

BMI's Affiliates and Partners in Asia

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Read about our other Gas & LNG Reports  

Asia Gas & LNG

Emerging Europe Gas & LNG

Middle East and Africa Gas & LNG

 

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