变化的LNG世界.pdf

A Changing World of LNGA Changing World of LNG Pacific Energy Summit: Unlocking the Potential of Natural Gas in the Asia-Pacific Session 2: Market Evolution and Adaptation: Contracts, pricing mechanisms, and supply security in Asia Tuesday 22 February 2011, Jakarta, Indonesia Hiroshi Hashimoto, Institute of Energy Economics, Japan - IEEJ © 2011 Institute of Energy Economics, Japan - IEEJ 1 An LNG revolution is underway Shale gas revolution LNG revolution Economic - Higher prices of oil - Higher prices of oil driver and energy and energy - Price gaps - Price gaps Technology - Advancing drilling - Advancing LNG factor technology technology and increasing size - Floating solutions Implication - LNG export proposal - Unprecedented from the United States expansion of LNG Energy substitution markets © 2011 Institute of Energy Economics, Japan - IEEJ 2 Existing and expected changes of the LNG world 2 Past Present Future Unprecedented Growth rates: LNG continues growing LNG is expected to expansion of