United States (US) LNG Investment and Strategy Outlook to 2020- Analysis of Infrastructure, Trade, Contracts, Market Dynamics and Business Opportunities

July 2013 | 100 pages | ID: U8C01910369EN
LNGAnalysis

Abstracts

The US 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 US LNG along with trade flow analysis are provided in detail. Competitive structure of the US 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 US LNG market are analyzed in detail. Further, all recent news and developments, along with their impact on US LNG players are included.

Key Questions Answered

• How will US 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 US in region and investment attractiveness of US 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 US?
• 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 US LNG?

SCOPE

• Top five Trends in US LNG market and ten LNG trends in Region
• Outlook of US Trade, Supply/demand, liquefaction/Regasification capacity, storage capacity, contracted, available capacity, trains/tanks from 2000 to 2020
• US LNG investment analysis with details of key opportunities, potential buyers, trade volumes, shipping distances, market concentration and new entrants scope
• US LNG SWOT Analysis and Benchmarking with Region LNG markets
• Potential investment opportunities in US 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 US
• 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 US with analysis of LNG, oil and gas, financials, SWOT and contacts
• Latest News and Developments Landscape in US

REASONS TO PURCHASE

• Gain complete understanding of US LNG industry through the comprehensive analytical report
• Evaluate pros and cons of investing/operating in US 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

Contents

1 TABLE OF CONTENTS

1.1 List of Tables
1.2 List of Figures

2 EXECUTIVE SUMMARY

2.1 United States (US) LNG Snapshot
2.2 Current and Future Stance of United States (US) in North America LNG market
2.3 How will United States (US) Supply and Demand emerge by 2015 and 2020?
2.4 Overall Investment Ranking of United States (US) LNG Market
2.5 Cheniere Energy, Inc. Company Leads United States (US) LNG Market
2.6 Leading LNG Buyer Markets of United States (US)

3 NORTH AMERICA LNG INDUSTRY FORECASTS TO 2020

3.1 Over 40 million tonnes of LNG to be exported from North America in 2020
3.2 Investments witness Rapid rise in North America LNG markets
3.3 US Liquefaction projects- the key for global LNG future
3.4 Eleven new liquefaction terminals planned in the US
3.5 Strong Government Support Encourages Canadian LNG Companies to Plan Five new plants
3.6 North America LNG Suppliers Contract around 25 Mtpa of their production in 2020
3.7 Mexico Gas Demand to bet Met through LNG in short Term and Pipeline gas in long term
3.8 North America LNG Prices to Remain Lowest Globally
3.9 Small/ Medium Scale LNG continues to grow in the US
3.10 Cheniere Energy, Inc. to emerge as the largest LNG Company by 2020 in North America

4 UNITED STATES (US) LNG MARKET OUTLOOK AND SWOT ANALYSIS TO 2020

4.1 United States (US) LNG Supply and Demand Forecast, million tonnes, 2005- 2020
4.2 United States (US) LNG Liquefaction and Regasification Capacity Forecast, mtpa, 2005- 2020
4.3 United States (US) LNG Capacity Additions, mtpa, 2005- 2020
4.4 United States (US) LNG Storage Capacity Forecast, MMcm, 2005- 2020
4.5 United States (US) LNG Market Concentration Forecast, 2005- 2020
4.6 United States (US) LNG Market SWOT Analysis
  4.6.1 United States (US) LNG Market Strengths
  4.6.2 United States (US) LNG Market Weaknesses
  4.6.3 United States (US) LNG Market Opportunities
  4.6.4 United States (US) LNG Market Threats

5 UNITED STATES (US) 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 United States (US) Industry Competitive Landscape
  5.4.1 Market Concentration Ratio
  5.4.2 Companies with Active Operations- 2013
  5.4.3 Companies planning to enter United States (US) LNG market

6 UNITED STATES (US) PLANNED LNG TERMINALS AND EXPANSIONS

6.1 Project wise Capital Investment Details
6.2 Current Status of Planned Projects

7 UNITED STATES (US) LNG MARKET BENCHMARKING WITH PEER MARKETS

7.1 United States (US) LNG Benchmarking
  7.1.1 Overall Investment Ranking of United States (US) LNG Market
  7.1.2 United States (US) LNG Markets Benchmarking- Supply Index
  7.1.3 United States (US) LNG Markets Benchmarking- Capacity Index
  7.1.4 United States (US) LNG Markets Benchmarking- Operational Index
  7.1.5 United States (US) LNG Markets Benchmarking- Growth Index

8 UNITED STATES (US) LNG SALE-PURCHASE CONTRACT ANALYSIS

8.1 United States (US) Contracted LNG Capacity, 2005- 2020
8.2 United States (US) 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 UNITED STATES (US) LNG EXPORTS- IMPORTS AND TRADE FLOWS TO 2020

9.1 United States (US) LNG Export Forecast, million tonnes, 2000- 2020
9.2 United States (US) LNG Import Forecast, million tonnes, 2000- 2020
9.3 United States (US) LNG Trade Movements by Region, 2012

10 UNITED STATES (US) LNG INFRASTRUCTURE ANALYSIS

10.1 Everett LNG - Basic, Company, Capacity, Construction & Capex Details
10.2 Cove Point LNG - Basic, Company, Capacity, Construction & Capex Details
10.3 Cove Point LNG Liquefaction - Basic, Company, Capacity, Construction & Capex Details
10.4 Elba Island LNG - Basic, Company, Capacity, Construction & Capex Details
10.5 Elba Liquefaction Project - Basic, Company, Capacity, Construction & Capex Details
10.6 Trunkline Lake Charles LNG - Basic, Company, Capacity, Construction & Capex Details
10.7 Gulf Gateway EBRV - Basic, Company, Capacity, Construction & Capex Details
10.8 Kenai LNG - Basic, Company, Capacity, Construction & Capex Details
10.9 Freeport LNG - Basic, Company, Capacity, Construction & Capex Details
10.10 Sabine Pass LNG - Basic, Company, Capacity, Construction & Capex Details
10.11 Corpus Christi LNG - Basic, Company, Capacity, Construction & Capex Details
10.12 Northeast Gateway EBRV - Basic, Company, Capacity, Construction & Capex Details
10.13 Hackberry Cameron LNG - Basic, Company, Capacity, Construction & Capex Details
10.14 Cameron LNG Liquefaction - Basic, Company, Capacity, Construction & Capex Details
10.15 Golden Pass LNG - Basic, Company, Capacity, Construction & Capex Details
10.16 Golden Pass Products LNG - Basic, Company, Capacity, Construction & Capex Details
10.17 Pascagoula Gulf LNG - Basic, Company, Capacity, Construction & Capex Details
10.18 Main Pass LNG - Basic, Company, Capacity, Construction & Capex Details
10.19 Neptune SRV Project - Basic, Company, Capacity, Construction & Capex Details
10.20 AES Sparrows Point LNG - Basic, Company, Capacity, Construction & Capex Details
10.21 Port Esperanza LNG - Basic, Company, Capacity, Construction & Capex Details
10.22 Port Dolphin Deepwater Project - Basic, Company, Capacity, Construction & Capex Details
10.23 Liberty LNG - Basic, Company, Capacity, Construction & Capex Details
10.24 Calhoun LNG - Basic, Company, Capacity, Construction & Capex Details
10.25 Bienville LNG - Basic, Company, Capacity, Construction & Capex Details
10.26 Sabine Pass Liquefaction Plant - Basic, Company, Capacity, Construction & Capex Details
10.27 Freeport LNG Liquefaction - Basic, Company, Capacity, Construction & Capex Details
10.28 Lavaca Bay FLNG - Basic, Company, Capacity, Construction & Capex Details
10.29 Oregon LNG - Basic, Company, Capacity, Construction & Capex Details
10.30 Magnolia LNG - Basic, Company, Capacity, Construction & Capex Details
10.31 South Texas LNG Export Project - Basic, Company, Capacity, Construction & Capex Details
10.32 CE FLNG Terminal - Basic, Company, Capacity, Construction & Capex Details

11 ANALYSIS OF KEY COMPANIES IN UNITED STATES (US) LNG

11.1 United States (US) Regasification Capacity Forecast by Company, 2005- 2020
11.2 United States (US) Liquefaction Capacity Forecast by Company, 2005- 2020
11.3 Cheniere Energy, Inc. 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 El Paso Corporation. 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 ConocoPhillips 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 UNITED STATES (US) 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

LIST OF TABLES


Table 1: United States (US) LNG- Key Statistics
Table 2: United States (US) Annual LNG Export and Import Forecast, 2012- 2020
Table 3: North America Overall Investment Benchmark Ranking, 2012
Table 4: Cheniere Energy, Inc. LNG Capacity by Terminal, 2005- 2020
Table 5: North America LNG Export Volumes Forecast, 2005- 2020
Table 6: Planned Investments in Upcoming LNG Plants in North America
Table 7: Global LNG Supply Forecast by Major Countries, 2005- 2020
Table 8: Current Status and Details of Planned Liquefaction Plants in the US
Table 9: Canadian LNG Plants- Current Status and Details
Table 10: Contracted vs Available LNG Capacity in North America- 2015 and 2020
Table 11: Mexico Gas demand Outlook, 2005- 2020
Table 12: Historical LNG prices in North American markets
Table 13: North America Liquefaction Capacity Forecast by Company, 2005- 2020
Table 14: United States (US) LNG Export and Import outlook, 2005- 2020
Table 15: United States (US) Liquefaction Capacity Outlook, 2005- 2020
Table 16: United States (US) Regasification Capacity Outlook, 2005- 2020
Table 17: United States (US) LNG capacity additions through new and existing terminals, 2005- 2020
Table 18: United States (US) LNG storage capacity outlook, 2005- 2020
Table 19: United States (US) LNG industry concentration ratio- 2005, 2010, 2015, 2020
Table 20: United States (US) LNG Trade Flows by Importing Country, 2012
Table 21: United States (US) Contracted LNG Volumes by Country, 2012
Table 22: United States (US) Geographical Shipping distances from leading Importers
Table 23: United States (US) planned LNG Terminals- Capital Investment Details
Table 24: North America Liquefaction markets Benchmark- Overall Ranking
Table 25: North America Liquefaction markets Benchmark- Supply Index
Table 26: North America Liquefaction markets Benchmark- Capacity Index
Table 27: North America Liquefaction markets Benchmark- Operational Index
Table 28: North America Liquefaction markets Benchmark- Growth Index
Table 29: United States (US) Contracted LNG Capacity, 2005- 2020
Table 30: United States (US) Non- Contracted LNG Capacity, 2005- 2020
Table 31: United States (US) LNG Contracts with Asian countries
Table 32: United States (US) LNG Contracts with Europe countries
Table 33: United States (US) LNG Contracts with Middle East countries
Table 34: United States (US) LNG Contracts with American countries
Table 35: United States (US) LNG supply outlook, 2000- 2020
Table 36: United States (US) LNG demand outlook, 2000- 2020
Table 37: United States (US) LNG Trade Flows by Region, 2012
Table 38: United States (US) Regasification Forecast by Company, 2005- 2020
Table 39: United States (US) Liquefaction Forecast by Company, 2005- 2020

List Of Figures

LIST OF FIGURES

Figure 1: Share of United States (US) in North America Liquefaction Capacity & Regasification Capacity
Figure 2: United States (US) Annual LNG Export and Import Forecast, 2012- 2020
Figure 3: United States (US) Liquefaction Capacity Outlook, 2005- 2020
Figure 4: United States (US) LNG Market Structure by Company, 2013
Figure 5: United States (US) Contracted LNG Capacity, 2005- 2020
Figure 6: United States (US) Non- Contracted LNG Capacity, 2005- 2020
Figure 7: United States (US) Regasification Capacity Forecast by Company, 2005- 2020
Figure 8: United States (US) Liquefaction Capacity Forecast by Company, 2005- 2020

COMPANIES MENTIONED

Cheneire Energy, El Paso, ConocoPhillips