WPC-IGU Gas Forum Special Session 16

Wednesday June 18, 2014

The role of LNG in an unconventional world

Jérôme Ferrier

IGU President

Natural gas worldwide demand growth 2005-2020

2

Source: IEA, BP

2 WPC-IGU Gas Forum Special Session 16, 18 June 2014, Moscow

Gas demand growth to 2025 mainly driven by Asia

3

Source: BG Group

WPC-IGU Gas Forum Special Session 16, 18 June 2014, Moscow 3

Chinese Gas Demand (IEA Scenario)

4 Source: Oxford Institute for Energy Studies

WPC-IGU Gas Forum Special Session 16, 18 June 2014, Moscow 4

Asian LNG Demand (Japan, Korea, Taiwan, India, China)

5 Source: Oxford Institute for Energy Studies

WPC-IGU Gas Forum Special Session 16, 18 June 2014, Moscow 5

LNG Supply (Excluding North America)

6 Source: Oxford Institute for Energy Studies

WPC-IGU Gas Forum Special Session 16, 18 June 2014, Moscow 6

Assessed shale oil and shale gas basins in the world

7 Source: IEA, Advanced Resources International

WPC-IGU Gas Forum Special Session 16, 18 June 2014, Moscow 7

Top 10 countries with technically recoverable

shale gas resources

8 Source: EIA, ARI June 2013 WPC-IGU Gas Forum Special Session 16, 18 June 2014, Moscow 8

Global unconventional gas production 2010-2040

9 Source: IEA

WPC-IGU Gas Forum Special Session 16, 18 June 2014, Moscow 9

Ten largest unconventional gas producers in 2035

10 Source: IEA

10

Unconventional gas production forecast in China

11

Source: IEA

WPC-IGU Gas Forum Special Session 16, 18 June 2014, Moscow 11

Impact of shale gas on international gas trade to 2035

12 Source: IEA

WPC-IGU Gas Forum Special Session 16, 18 June 2014, Moscow 12

Natural gas prices in Asia, Europe and the USA

13 WPC-IGU Gas Forum Special Session 16, 18 June 2014, Moscow 13

US natural gas production by source 1990 to 2040

14 Source: IEA

WPC-IGU Gas Forum Special Session 16, 18 June 2014, Moscow 14

North American LNG Imports and Exports to 2025

15 Source: Oxford Institute for Energy Studies

WPC-IGU Gas Forum Special Session 16, 18 June 2014, Moscow 15

Location of coal seam gas in Australia

16

Source: ACOLA 16

Australian gas production forecast to 2035

Source: EIA 17

Asian Future LNG pricing trends to 2025

18

Source: Oxford Institute for Energy Studies

18

Conferencia mundial del gas 2015