lng supply, demand, and pricing - marine money capt. … · emerging lng supply-demand gap mtpa...
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LNG Supply, Demand, and Pricing
Marine Money, Dubai. March 15th 2018
Presented by: Captain Saleem Alavi President
Sea Commerce (America) Inc
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LNG Industry – A snap shot
• 288 mtpa Global LNG Trade
• 19 countries
• 340 mtpa Global Liquefaction
Capacity
• 30 countries
• 795 mtpa Global Regasification
Capacity
• In service – 27
• On order - 7 Global FSRU Fleet
• In-service – 480
• On-order - 130 Global LNGC Fleet
• US$6.30/MMBtu
• Basis DES Asia Yearly Average price
of LNG
• DFDE - US$46000 per day
• ST – US$28000 per day Yearly Average LNGC
Charter Rate 2 Sea Commerce (America) Inc.
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Current & Future LNG Supply
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LNG Contracts: LNG buyers signing smaller & shorter tenure contracts
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Game Changer - US LNG driving change in the industry
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US LNG Project summary: On-Line: 13.5 mtpa Under construction: 53.5 mtpa Proposed: 300 mtpa Approved: 56 mtpa FID: 67 mtpa
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LNG Pricing
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LNG Pricing
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Challenging Fuels
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THANK YOU
Sources used in this presentation: Shell, Cheniere, Poten, Eia, DOE, Author’s interpretation