Malaysia LNG Investment and Strategy Outlook to 2020- Analysis of Infrastructure, Trade, Contracts, Market Dynamics and Business Opportunities
The Malaysia LNG Outlook to 2020 report from LNGANALYSIS provides complete analysis on investments, infrastructure, supply- demand and companies. The comprehensive research work analyzes the current market conditions through key analytical tools including porter’s five force analysis, SWOT analysis and benchmarking tools. Potential business opportunities in the country LNG market along with their complete details are included in the report. Further, top ten trends in the region LNG industry are analyzed. Key supplier/buyer markets of Malaysia LNG along with trade flow analysis are provided in detail. Competitive structure of the Malaysia LNG industry along with the business strategies being opted by leading players in current global tight supply conditions are analyzed. In addition, complete details of all operational and planned LNG terminals in the country are provided in the report. LNG profiles, oil and gas overviews, SWOT and financial analysis of three leading LNG companies in Malaysia LNG market are analyzed in detail. Further, all recent news and developments, along with their impact on Malaysia LNG players are included.
Key Questions Answered
Key Questions Answered
- How will Malaysia LNG market emerge over the short to long term future?
- What potential opportunities exist for new entrants, investors and construction companies?
- What is the stance of Malaysia in region and investment attractiveness of Malaysia compared to peer markets?
- What is the outlook of supply/demand, capacity, contracts, trains, tanks, storage from 2000 to 2020?
- What are the medium and long term sale purchase agreements (HOA/MOU/SPA) signed by LNG companies in Malaysia?
- How is the competitive landscape and what strategies are being opted by existing players?
- What is the current status and feasibility of realization of planned projects?
- What are the key strengths, weaknesses, opportunities and threats of operating in Malaysia LNG?
- Top five Trends in Malaysia LNG market and ten LNG trends in Region
- Outlook of Malaysia Trade, Supply/demand, liquefaction/Regasification capacity, storage capacity, contracted, available capacity, trains/tanks from 2000 to 2020
- Malaysia LNG investment analysis with details of key opportunities, potential buyers, trade volumes, shipping distances, market concentration and new entrants scope
- Malaysia LNG SWOT Analysis and Benchmarking with Region LNG markets
- Potential investment opportunities in Malaysia LNG
- Planned LNG Terminals with details of current status, expected start up, capital investment, construction companies and capacities
- Long and Medium Term LNG contracts (SPAs, HOAs, MOUs) signed by LNG companies in Malaysia
- LNG Trade movements by region and country, 2012
- Terminal details- basic (start up, location, type), capacity (liquefaction/Regasification, contracted, storage), Company (operator, owners), Construction (technology, constructor, capex)
- Company wise liquefaction/Regasification capacity outlook- 2005 to 2020
- Profiles of three leading LNG companies in Malaysia with analysis of LNG, oil and gas, financials, SWOT and contacts
- Latest News and Developments Landscape in Malaysia
- Gain complete understanding of Malaysia LNG industry through the comprehensive analytical report
- Evaluate pros and cons of investing/operating in Malaysia LNG through 'LNG Investment Analysis' model results
- Identify all potential investment/contract/construction opportunities
- Drive your strategies in right direction by understanding the impact of latest trends, market forecasts on your business
- Enhance your decision making process using robust forecasts and industry analysis to 2020
- Beat your competition through information on their operations, strategies and new projects
- Make right decisions amidst rapid changes happening in the global LNG industry
1 TABLE OF CONTENTS
1.1 List of Tables
1.2 List of Figures
2 EXECUTIVE SUMMARY
2.1 Malaysia LNG Snapshot
2.2 Current and Future Stance of Malaysia in Asia Pacific LNG market
2.3 How will Malaysia Supply and Demand emerge by 2015 and 2020?
2.4 Overall Investment Ranking of Malaysia LNG Market
2.5 Petronas Leads Malaysia LNG Market
2.6 Leading LNG Buyer Markets of Malaysia
3 ASIA PACIFIC LNG INDUSTRY FORECAST TO 2020
3.1 Asia remains the key driver of global LNG market
3.2 Japanese nuclear phase out to remain at least till 2015
3.3 Emergence of new demand centers opens new opportunities for LNG traders
3.4 Cost and labor challenges continue to daunt Australian Liquefaction projects
3.5 Papua New Guinea likely to complete PNG LNG-Esso Highlands project as scheduled
3.6 Australia, China, India, Pakistan, Bangladesh, Indonesia keen on exploring shale potential
3.7 Wide geographical spread drives small and medium scale LNG demand in China
3.8 Asian buyers increasingly contracting with US LNG suppliers
3.9 Traditional importers- Indonesia and Malaysia turn LNG importers
3.10 Private companies continue to dominate Asian LNG industry
4 MALAYSIA LNG MARKET OUTLOOK AND SWOT ANALYSIS TO 2020
4.1 Malaysia LNG Supply and Demand Forecast, million tonnes, 2005- 2020
4.2 Malaysia LNG Liquefaction and Regasification Capacity Forecast, mtpa, 2005- 2020
4.3 Malaysia LNG Capacity Additions, mtpa, 2005- 2020
4.4 Malaysia LNG Storage Capacity Forecast, MMcm, 2005- 2020
4.5 Malaysia LNG Market Concentration Forecast, 2005- 2020
4.6 Malaysia LNG Market SWOT Analysis
4.6.1 Malaysia LNG Market Strengths
4.6.2 Malaysia LNG Market Weaknesses
4.6.3 Malaysia LNG Market Opportunities
4.6.4 Malaysia LNG Market Threats
5 MALAYSIA LNG INVESTMENT ANALYSIS
5.1 Potential Opportunities for New Entrants and Investors
5.1.1 Key Investment Opportunities
5.2 Potential Buyer Markets
5.2.1 Trade Movements by Importing Country, 2012
5.2.2 Contracted Capacity Volumes by Importing Country, 2012
5.2.3 Shipping Distances from Key Buyers
5.2.4 LNG Production Outlook in Key Supplier Markets
5.3 Scope of Expansion/Contracts
5.3.1 Current and Forecasted Liquefaction Capacity
5.3.2 Contracted Liquefaction Capacity
5.3.3 Available (Spare) Liquefaction Capacity
5.4 Malaysia Industry Competitive Landscape
5.4.1 Market Concentration Ratio
5.4.2 Companies with Active Operations- 2013
5.4.3 Companies planning to enter Malaysia LNG market
6 MALAYSIA PLANNED LNG TERMINALS AND EXPANSIONS
6.1 Project wise Capital Investment Details
6.2 Current Status of Planned Projects
7 MALAYSIA LNG MARKET BENCHMARKING WITH PEER MARKETS
7.1 Malaysia LNG Benchmarking
7.1.1 Overall Investment Ranking of Malaysia LNG Market
7.1.2 Malaysia LNG Markets Benchmarking- Supply Index
7.1.3 Malaysia LNG Markets Benchmarking- Capacity Index
7.1.4 Malaysia LNG Markets Benchmarking- Operational Index
7.1.5 Malaysia LNG Markets Benchmarking- Growth Index
8 MALAYSIA LNG SALE-PURCHASE CONTRACT ANALYSIS
8.1 Malaysia Contracted LNG Capacity, 2005- 2020
8.2 Malaysia Available LNG Capacity, 2005- 2020
8.3 Long/ Medium SPA Contracts in Asia- Details
8.4 Long/ Medium SPA Contracts in Europe - Details
8.5 Long/ Medium SPA Contracts in Middle East - Details
8.6 Long/ Medium SPA Contracts in Americas- Details
9 MALAYSIA LNG EXPORTS- IMPORTS AND TRADE FLOWS TO 2020
9.1 Malaysia LNG Export Forecast, million tonnes, 2000- 2020
9.2 Malaysia LNG Import Forecast, million tonnes, 2000- 2020
9.3 Malaysia LNG Trade Movements by Region, 2012
10 MALAYSIA LNG INFRASTRUCTURE ANALYSIS
10.1 MLNG Satu - Basic, Company, Capacity, Construction & Capex Details
10.2 MLNG Dua - Basic, Company, Capacity, Construction & Capex Details
10.3 MLNG Tiga - Basic, Company, Capacity, Construction & Capex Details
10.4 Melaka LNG - Basic, Company, Capacity, Construction & Capex Details
10.5 Petronas FLNG 1 (PFLNG 1) - Basic, Company, Capacity, Construction & Capex Details
10.6 Sabah LNG - Basic, Company, Capacity, Construction & Capex Details
11 ANALYSIS OF KEY COMPANIES IN MALAYSIA LNG
11.1 Malaysia Regasification Capacity Forecast by Company, 2005- 2020
11.2 Malaysia Liquefaction Capacity Forecast by Company, 2005- 2020
11.3 Petroliam Nasional Berhad Analysis
11.3.1 Business Overview
11.3.2 SWOT Analysis
11.3.3 Oil and Gas Operations
11.3.4 LNG Operations
11.3.5 Financial Analysis
11.4 Royal Dutch Shell Plc Analysis
11.4.1 Business Overview
11.4.2 SWOT Analysis
11.4.3 Oil and Gas Operations
11.4.4 LNG Operations
11.4.5 Financial Analysis
11.5 Mitsubishi Corporation Analysis
11.5.1 Business Overview
11.5.2 SWOT Analysis
11.5.3 Oil and Gas Operations
11.5.4 LNG Operations
11.5.5 Financial Analysis
12 LATEST MALAYSIA LNG DEVELOPMENTS
13 APPENDIX
13.1 About LNGAnalysis
13.2 Research Methodology
13.3 Abbreviations and Conversions
13.4 Contact Information
13.5 Disclaimer
1.1 List of Tables
1.2 List of Figures
2 EXECUTIVE SUMMARY
2.1 Malaysia LNG Snapshot
2.2 Current and Future Stance of Malaysia in Asia Pacific LNG market
2.3 How will Malaysia Supply and Demand emerge by 2015 and 2020?
2.4 Overall Investment Ranking of Malaysia LNG Market
2.5 Petronas Leads Malaysia LNG Market
2.6 Leading LNG Buyer Markets of Malaysia
3 ASIA PACIFIC LNG INDUSTRY FORECAST TO 2020
3.1 Asia remains the key driver of global LNG market
3.2 Japanese nuclear phase out to remain at least till 2015
3.3 Emergence of new demand centers opens new opportunities for LNG traders
3.4 Cost and labor challenges continue to daunt Australian Liquefaction projects
3.5 Papua New Guinea likely to complete PNG LNG-Esso Highlands project as scheduled
3.6 Australia, China, India, Pakistan, Bangladesh, Indonesia keen on exploring shale potential
3.7 Wide geographical spread drives small and medium scale LNG demand in China
3.8 Asian buyers increasingly contracting with US LNG suppliers
3.9 Traditional importers- Indonesia and Malaysia turn LNG importers
3.10 Private companies continue to dominate Asian LNG industry
4 MALAYSIA LNG MARKET OUTLOOK AND SWOT ANALYSIS TO 2020
4.1 Malaysia LNG Supply and Demand Forecast, million tonnes, 2005- 2020
4.2 Malaysia LNG Liquefaction and Regasification Capacity Forecast, mtpa, 2005- 2020
4.3 Malaysia LNG Capacity Additions, mtpa, 2005- 2020
4.4 Malaysia LNG Storage Capacity Forecast, MMcm, 2005- 2020
4.5 Malaysia LNG Market Concentration Forecast, 2005- 2020
4.6 Malaysia LNG Market SWOT Analysis
4.6.1 Malaysia LNG Market Strengths
4.6.2 Malaysia LNG Market Weaknesses
4.6.3 Malaysia LNG Market Opportunities
4.6.4 Malaysia LNG Market Threats
5 MALAYSIA LNG INVESTMENT ANALYSIS
5.1 Potential Opportunities for New Entrants and Investors
5.1.1 Key Investment Opportunities
5.2 Potential Buyer Markets
5.2.1 Trade Movements by Importing Country, 2012
5.2.2 Contracted Capacity Volumes by Importing Country, 2012
5.2.3 Shipping Distances from Key Buyers
5.2.4 LNG Production Outlook in Key Supplier Markets
5.3 Scope of Expansion/Contracts
5.3.1 Current and Forecasted Liquefaction Capacity
5.3.2 Contracted Liquefaction Capacity
5.3.3 Available (Spare) Liquefaction Capacity
5.4 Malaysia Industry Competitive Landscape
5.4.1 Market Concentration Ratio
5.4.2 Companies with Active Operations- 2013
5.4.3 Companies planning to enter Malaysia LNG market
6 MALAYSIA PLANNED LNG TERMINALS AND EXPANSIONS
6.1 Project wise Capital Investment Details
6.2 Current Status of Planned Projects
7 MALAYSIA LNG MARKET BENCHMARKING WITH PEER MARKETS
7.1 Malaysia LNG Benchmarking
7.1.1 Overall Investment Ranking of Malaysia LNG Market
7.1.2 Malaysia LNG Markets Benchmarking- Supply Index
7.1.3 Malaysia LNG Markets Benchmarking- Capacity Index
7.1.4 Malaysia LNG Markets Benchmarking- Operational Index
7.1.5 Malaysia LNG Markets Benchmarking- Growth Index
8 MALAYSIA LNG SALE-PURCHASE CONTRACT ANALYSIS
8.1 Malaysia Contracted LNG Capacity, 2005- 2020
8.2 Malaysia Available LNG Capacity, 2005- 2020
8.3 Long/ Medium SPA Contracts in Asia- Details
8.4 Long/ Medium SPA Contracts in Europe - Details
8.5 Long/ Medium SPA Contracts in Middle East - Details
8.6 Long/ Medium SPA Contracts in Americas- Details
9 MALAYSIA LNG EXPORTS- IMPORTS AND TRADE FLOWS TO 2020
9.1 Malaysia LNG Export Forecast, million tonnes, 2000- 2020
9.2 Malaysia LNG Import Forecast, million tonnes, 2000- 2020
9.3 Malaysia LNG Trade Movements by Region, 2012
10 MALAYSIA LNG INFRASTRUCTURE ANALYSIS
10.1 MLNG Satu - Basic, Company, Capacity, Construction & Capex Details
10.2 MLNG Dua - Basic, Company, Capacity, Construction & Capex Details
10.3 MLNG Tiga - Basic, Company, Capacity, Construction & Capex Details
10.4 Melaka LNG - Basic, Company, Capacity, Construction & Capex Details
10.5 Petronas FLNG 1 (PFLNG 1) - Basic, Company, Capacity, Construction & Capex Details
10.6 Sabah LNG - Basic, Company, Capacity, Construction & Capex Details
11 ANALYSIS OF KEY COMPANIES IN MALAYSIA LNG
11.1 Malaysia Regasification Capacity Forecast by Company, 2005- 2020
11.2 Malaysia Liquefaction Capacity Forecast by Company, 2005- 2020
11.3 Petroliam Nasional Berhad Analysis
11.3.1 Business Overview
11.3.2 SWOT Analysis
11.3.3 Oil and Gas Operations
11.3.4 LNG Operations
11.3.5 Financial Analysis
11.4 Royal Dutch Shell Plc Analysis
11.4.1 Business Overview
11.4.2 SWOT Analysis
11.4.3 Oil and Gas Operations
11.4.4 LNG Operations
11.4.5 Financial Analysis
11.5 Mitsubishi Corporation Analysis
11.5.1 Business Overview
11.5.2 SWOT Analysis
11.5.3 Oil and Gas Operations
11.5.4 LNG Operations
11.5.5 Financial Analysis
12 LATEST MALAYSIA LNG DEVELOPMENTS
13 APPENDIX
13.1 About LNGAnalysis
13.2 Research Methodology
13.3 Abbreviations and Conversions
13.4 Contact Information
13.5 Disclaimer
LIST OF TABLES
Table 1: Malaysia LNG- Key Statistics
Table 2: Malaysia Annual LNG Export and Import Forecast, 2012- 2020
Table 3: Asia Pacific Overall Investment Benchmark Ranking, 2012
Table 4: Petronas LNG Capacity by Terminal, 2005- 2020
Table 5: Global LNG Demand by Region, 2005- 2020
Table 6: Emerging LNG import markets in Asia Pacific, 2013- 2020
Table 7: Australia LNG projects- Scheduled Vs. Expected Start Ups
Table 8: Current Status of Shale Exploration Activities in Asia Pacific Countries
Table 9: Operational and Planned Small LNG Terminals in China
Table 10: Contract Agreements Between India and the US
Table 11: Planned Regasification Capacity of Indonesia and Malaysia
Table 12: Asia Pacific LNG Market Structure, 2012
Table 13: Malaysia LNG Export and Import outlook, 2005- 2020
Table 14: Malaysia Liquefaction Capacity Outlook, 2005- 2020
Table 15: Malaysia Regasification Capacity Outlook, 2005- 2020
Table 16: Malaysia LNG capacity additions through new and existing terminals, 2005- 2020
Table 17: Malaysia LNG storage capacity outlook, 2005- 2020
Table 18: Malaysia LNG industry concentration ratio- 2005, 2010, 2015, 2020
Table 19: Malaysia LNG Trade Flows by Importing Country, 2012
Table 20: Malaysia Contracted LNG Volumes by Country, 2012
Table 21: Malaysia Geographical Shipping distances from leading Importers
Table 22: Malaysia planned LNG Terminals- Capital Investment Details
Table 23: Asia Pacific Liquefaction markets Benchmark- Overall Ranking
Table 24: Asia Pacific Liquefaction markets Benchmark- Supply Index
Table 25: Asia Pacific Liquefaction markets Benchmark- Capacity Index
Table 26: Asia Pacific Liquefaction markets Benchmark- Operational Index
Table 27: Asia Pacific Liquefaction markets Benchmark- Growth Index
Table 28: Malaysia Contracted LNG Capacity, 2005- 2020
Table 29: Malaysia Non- Contracted LNG Capacity, 2005- 2020
Table 30: Malaysia LNG Contracts with Asian countries
Table 31: Malaysia LNG Contracts with Europe countries
Table 32: Malaysia LNG Contracts with Middle East countries
Table 33: Malaysia LNG Contracts with American countries
Table 34: Malaysia LNG supply outlook, 2000- 2020
Table 35: Malaysia LNG demand outlook, 2000- 2020
Table 36: Malaysia LNG Trade Flows by Region, 2012
Table 37: Malaysia Regasification Forecast by Company, 2005- 2020
Table 38: Malaysia Liquefaction Forecast by Company, 2005- 2020
Table 1: Malaysia LNG- Key Statistics
Table 2: Malaysia Annual LNG Export and Import Forecast, 2012- 2020
Table 3: Asia Pacific Overall Investment Benchmark Ranking, 2012
Table 4: Petronas LNG Capacity by Terminal, 2005- 2020
Table 5: Global LNG Demand by Region, 2005- 2020
Table 6: Emerging LNG import markets in Asia Pacific, 2013- 2020
Table 7: Australia LNG projects- Scheduled Vs. Expected Start Ups
Table 8: Current Status of Shale Exploration Activities in Asia Pacific Countries
Table 9: Operational and Planned Small LNG Terminals in China
Table 10: Contract Agreements Between India and the US
Table 11: Planned Regasification Capacity of Indonesia and Malaysia
Table 12: Asia Pacific LNG Market Structure, 2012
Table 13: Malaysia LNG Export and Import outlook, 2005- 2020
Table 14: Malaysia Liquefaction Capacity Outlook, 2005- 2020
Table 15: Malaysia Regasification Capacity Outlook, 2005- 2020
Table 16: Malaysia LNG capacity additions through new and existing terminals, 2005- 2020
Table 17: Malaysia LNG storage capacity outlook, 2005- 2020
Table 18: Malaysia LNG industry concentration ratio- 2005, 2010, 2015, 2020
Table 19: Malaysia LNG Trade Flows by Importing Country, 2012
Table 20: Malaysia Contracted LNG Volumes by Country, 2012
Table 21: Malaysia Geographical Shipping distances from leading Importers
Table 22: Malaysia planned LNG Terminals- Capital Investment Details
Table 23: Asia Pacific Liquefaction markets Benchmark- Overall Ranking
Table 24: Asia Pacific Liquefaction markets Benchmark- Supply Index
Table 25: Asia Pacific Liquefaction markets Benchmark- Capacity Index
Table 26: Asia Pacific Liquefaction markets Benchmark- Operational Index
Table 27: Asia Pacific Liquefaction markets Benchmark- Growth Index
Table 28: Malaysia Contracted LNG Capacity, 2005- 2020
Table 29: Malaysia Non- Contracted LNG Capacity, 2005- 2020
Table 30: Malaysia LNG Contracts with Asian countries
Table 31: Malaysia LNG Contracts with Europe countries
Table 32: Malaysia LNG Contracts with Middle East countries
Table 33: Malaysia LNG Contracts with American countries
Table 34: Malaysia LNG supply outlook, 2000- 2020
Table 35: Malaysia LNG demand outlook, 2000- 2020
Table 36: Malaysia LNG Trade Flows by Region, 2012
Table 37: Malaysia Regasification Forecast by Company, 2005- 2020
Table 38: Malaysia Liquefaction Forecast by Company, 2005- 2020
LIST OF FIGURES
Figure 1: Share of Malaysia in Asia Pacific Liquefaction Capacity & Regasification Capacity
Figure 2: Malaysia Annual LNG Export and Import Forecast, 2012- 2020
Figure 3: Japan LNG Import Forecast, 2005- 2020
Figure 4: Malaysia Liquefaction Capacity Outlook, 2005- 2020
Figure 5: Malaysia LNG Market Structure by Company, 2013
Figure 6: Malaysia Contracted LNG Capacity, 2005- 2020
Figure 7: Malaysia Non- Contracted LNG Capacity, 2005- 2020
Figure 8: Malaysia Regasification Capacity Forecast by Company, 2005- 2020
Figure 9: Malaysia Liquefaction Capacity Forecast by Company, 2005- 2020
COMPANIES MENTIONED
Petronas, Shell, Mitsubishi
Figure 1: Share of Malaysia in Asia Pacific Liquefaction Capacity & Regasification Capacity
Figure 2: Malaysia Annual LNG Export and Import Forecast, 2012- 2020
Figure 3: Japan LNG Import Forecast, 2005- 2020
Figure 4: Malaysia Liquefaction Capacity Outlook, 2005- 2020
Figure 5: Malaysia LNG Market Structure by Company, 2013
Figure 6: Malaysia Contracted LNG Capacity, 2005- 2020
Figure 7: Malaysia Non- Contracted LNG Capacity, 2005- 2020
Figure 8: Malaysia Regasification Capacity Forecast by Company, 2005- 2020
Figure 9: Malaysia Liquefaction Capacity Forecast by Company, 2005- 2020
COMPANIES MENTIONED
Petronas, Shell, Mitsubishi
