Iran LNG Strategy Analysis and Outlook to 2020- Capacity, Trade, Price, Contracts, Expenditure, Competition, New Project, Demand, Supply Trends and Forecasts

Report Summary

Iran LNG Strategy Analysis and Outlook to 2020- Capacity, Trade, Price, Contracts, Expenditure, Competition, New Project, Demand, Supply Trends and Forecasts" is a detailed and complete analyzer of Iran LNG markets.

The research work provides key LNG operational and growth strategies, business opportunities, trends, drivers and challenges in the Iran industry. The industry is compared with its peer markets of Oman, Qatar, Yemen and Nigeria through SWOT, benchmarking and positioning matrix tools.

The report provides profound analysis and complete data on each segment of Iran LNG value chain including source fields, connecting pipelines, liquefaction plants, trains, storage tanks, jetty and LNG carriers for all the existing and planned LNG terminals in Iran.

The research work provides historical and forecasted liquefaction and storage capacity information of all existing and planned terminals between 2000 and 2020. For each LNG terminal, location, operator, trains, technology, ownership, capital investments and construction information are provided. In addition, the report provides the current status of all planned projects including construction, capital investments and feasibility details.

Detailed analysis of Iran Trade Pattern including information on monthly LNG trade movements, monthly LNG prices and revenues for 2010 is provided. In addition, annual LNG exports by import country are also provided between 2000 and 2010. All the existing and planned contract agreements (SPA/ HOA/MOUs) signed by Iran LNG companies are detailed. Further, spare/ available LNG capacity in the country to 2020 is provided.

The report forecasts LNG trade from 2000 to 2020. It also forecasts natural gas supply- demand along with liquefaction, contracted and storage capacities to 2020. Further, Iran LNG capital expenditure is forecasted to 2015.

Iran market structure and competitive landscape is clearly described with supporting data on market shares of each company. LNG operations, strategies, business and financial overview of three major LNG producers in the country including National Iranian Oil Company, Royal Dutch Shell Plc and Petroliam Nasional Berhard are analyzed in detail.

Scope

• Iran LNG strategies, SWOT analysis, growth prospects, benchmarking and positioning matrix for comparison with Oman, Qatar, Yemen and Nigeria markets
• All latest trends and major drivers, issues of investing and contracting with Iran LNG exporters
• Historic and forecasted liquefaction, storage, LNG contracted and spare capacities, liquefaction trains and storage tanks to 2020 for all existing and planned terminals
• Iran LNG trade forecast along with natural gas supply and demand to 2020
• Monthly LNG trade, LNG export price and LNG revenue data by importing country between January 2010 and December 2010 along with annual data from 2000 to 2010
• All active and planned Sales and Purchase agreements (SPAs) along with purchaser, quantity, duration and delivery details
• Terminal wise location, operator, ownership, start up, technology, construction, capex information and associated fields and tankers
• Iran LNG Market Structure, company wise liquefaction capacity information from 2000 to 2020
• Business profiles and LNG strategies of three LNG majors in the industry including National Iranian Oil Company, Royal Dutch Shell Plc, Petroliam Nasional Berhard are provided
• Latest mergers, acquisitions, contract announcements, trade agreements, terminal expansions and all related news
• An illustrative map of all the existing and planned LNG terminals

Reasons to Purchase

• Make strategic decisions using our in-depth analysis and outlook data on liquefaction capacities, LNG trade and natural gas
• Identify latest trends, drivers and challenges of operating in the industry
• Evaluate pros and cons of investing or contracting in the country's LNG market as compared to its peer markets
• Enhance your strategy formulation through analytical tools including SWOT analysis, Peer benchmarking and positioning matrix
• Get complete understanding of future LNG markets amidst current uncertain demand conditions
• Formulate best pricing strategies using the monthly export price information of the country
• Compare your strategies with the leading LNG companies' mid term and long term strategies
• Evaluate planned projects using our feasibility analysis of planned projects and capital investment
• Make merger and acquisition decisions using market share information and latest news section

1 Table of Contents 4

1.1 List of Tables 8
1.2 List of Figures 10

2 Iran Industry Overview 11
2.1 Iran LNG Industry Brief, 2011 11
2.1.1 Liquefaction Capacity 11
2.1.2 LNG Sales 11
2.1.3 Spare LNG Capacity available for Contracts 11
2.1.4 Total LNG Revenue 11
2.1.5 Average LNG Export Price 11
2.1.6 Top Importers of Iran LNG 11
2.1.7 LNG Terminals under Operation 11
2.1.8 LNG Terminals Planned/ under Construction 12
2.1.9 Natural Gas Production 12
2.1.10 Natural Gas Consumption 12
2.1.11 Natural Gas Reserves 12
2.1.12 Industry Concentration Ratio 12
2.1.13 Market Leader 12
2.2 Iran LNG Market Description 13
2.3 Iran LNG Export Terminals Map 14

3 Strategy Analysis of Iran LNG Markets 15
3.1 Iran LNG Strategies 15
3.2 Iran LNG SWOT Analysis 17
3.2.1 Iran LNG Market- Key Strengths 17
3.2.2 Iran LNG Market- Key Weaknesses 18
3.2.3 Iran LNG Market- Key Opportunities 19
3.2.4 Iran LNG Market- Key Threats 19
3.3 Iran Benchmarking with Other Middle Eastn LNG Exporters 20
3.3.1 Middle East LNG Markets Benchmarking- Overall Ranking 21
3.3.2 Middle East LNG Markets Benchmarking- Supply Index 22
3.3.3 Middle East LNG Markets Benchmarking- Capacity Index 23
3.3.4 Middle East LNG Markets Benchmarking- Operational Index 24
3.4 Iran LNG Positioning matrix 25

4 Iran LNG Trends and Outlook to 2020 26
4.1 Latest Iran LNG Market Trends 26
4.2 Key Factors Driving Iran LNG Industry to 2020 27
4.3 Liquefaction Capacity Forecasts, 2000- 2020 28
4.4 LNG Trade Forecast, 2000-2020 30
4.5 Contracted and Non- Contracted Capacity Forecasts, 2000- 2020 32

5 Iran Natural Gas Market Outlook 34
5.1 Iran Proven Natural Gas Reserves, 2000-2010 34
5.1.1 Major Natural Gas Fields in Iran 34
5.1.2 Comparison of Iran Proven Gas Reserves 34
5.1.3 Iran Proven Gas Reserve Volume, 2000- 2010 35
5.2 Iran Natural Gas Production Forecast, 2000-2020 36
5.2.1 Iran Natural Gas Production Trends 36
5.2.2 Iran Natural Gas Production Outlook to 2020 37
5.3 Iran Natural Gas Demand Forecast, 2000-2020 38
5.3.1 Iran Primary Energy Consumption by Fuel 38
5.3.2 Iran Natural Gas Consumption Trends 38
5.3.3 Iran Natural Gas Consumption Outlook to 2020 40

6 Analysis of Iran Operational and Planned LNG Terminals 41
6.1 Location, Operator, Ownership, Start Up, Construction, Technology, Capex and Current Status Details by Terminal, 2011 41
6.2 Iran Liquefaction Capacity by Terminal, 2000-2020 42
6.3 Iran Liquefaction Train Details by Terminal, 2000-2020 43
6.4 Iran Source Field Details by Terminal 44
6.5 Iran LNG Carrier Details by Terminal 45
6.6 Iran LNG Storage Capacity by Terminal, 2000-2020 46
6.7 Iran LNG Storage Tank Details by Terminal, 2000-2020 47

7 Iran Monthly LNG Export Trade Pattern and Pricing Analysis, 2010 48
7.1 Annual LNG Trade Quantities by Importing Country, 2000-2010 48
7.2 Monthly LNG Trade Quantities by Importing Country, January 2010- December 2010 49
7.3 Monthly LNG Export Prices by Importing Country, January 2010- December 2010 51
7.4 Monthly LNG Export Revenues by Importing Country, January 2010- December 2010 53

8 Iran Long and Medium Term LNG Contract Details, 2000-2020 55
8.1 Geographical Analysis of LNG Supply Contracts, 2011- 2020 55
8.2 Terminal wise Contracted Vs. Available Capacity, 2000- 2020 56
8.3 Existing LNG Supply Contract Details by Terminal 58
8.4 Announced/ Planned LNG Supply Contract Details by Terminal 59

9 Analysis of Planned LNG Projects in Iran 60
9.1 Current Status of Planned LNG Terminals 60
9.2 Planned LNG Terminals- Capital Expenditure 60
9.3 Planned LNG Terminals- Location, Operator, Ownership and Technology 61
9.4 Planned LNG Terminals- Fields, Tankers and Other Infrastructure 61
9.5 Planned LNG Terminals- Long and Medium term Supply Contracts 62
9.6 Planned Expansions of Existing LNG Terminals 63

10 Iran LNG Markets, Competitive Scenario 64
10.1 LNG Strategies of Major Irann Operators 64
10.2 Iran LNG Market Structure, 2011 66
10.3 Iran LNG Companies Benchmarking, 2011 67
10.4 Iran, Company wise LNG Export Capacity, 2000-2020 70
10.5 Iran Company wise Planned Capital Expenditure 71

11 Analysis of Key LNG Companies in Iran 72
11.1 National Iranian Oil Company 72
11.1.1 National Iranian Oil Company- Overview 72
11.1.2 National Iranian Oil Company- Business Description 73
11.1.3 National Iranian Oil Company- LNG Strategies 75
11.1.4 National Iranian Oil Company- LNG Operations 76
11.1.5 National Iranian Oil Company- SWOT Analysis 77
11.1.6 National Iranian Oil Company- Contact Information 79
11.2 Royal Dutch Shell Plc 80
11.2.1 Royal Dutch Shell Plc- Overview 80
11.2.2 Royal Dutch Shell Plc- Business Description 81
11.2.3 Royal Dutch Shell Plc- LNG Strategies 83
11.2.4 Royal Dutch Shell Plc- LNG Operations 84
11.2.5 Royal Dutch Shell Plc- SWOT Analysis 86
11.2.6 Royal Dutch Shell Plc- Contact Information 88
11.3 Petroliam Nasional Berhard 89
11.3.1 Petroliam Nasional Berhard- Overview 89
11.3.2 Petroliam Nasional Berhard- Business Description 90
11.3.3 Petroliam Nasional Berhard- LNG Strategies 92
11.3.4 Petroliam Nasional Berhard- LNG Operations 93
11.3.5 Petroliam Nasional Berhard- SWOT Analysis 95
11.3.6 Petroliam Nasional Berhard- Contact Information 97

12 Latest Developments in Iran LNG Industry 98

13 Appendix 116
13.1 Introduction to LNG 116
13.1.1 Widening Scope of LNG Globally 116
13.1.2 LNG Versus Pipeline Transport 117
13.2 Global LNG Markets Overview, 2011 118
13.3 LNG Conversion Factors 119
13.4 Definitions 119
13.5 About the Publisher 120
13.6 Sources and Methodology 120
13.7 Contact Information 121
13.8 Disclaimer 121

List of Tables

Table 1: Middle East LNG Markets- Country Benchmarking 21
Table 2: Middle East Natural Gas Reserves and Production by Country, 2010 22
Table 3: Middle East Operational and Planned LNG Capacity by Country, 2011-2015 23
Table 4: Middle East LNG Utilization Rates, 2010 24
Table 5: Iran LNG Export Capacity Outlook, 2000- 2020 28
Table 6: Iran LNG Trade Volume Outlook, 2000- 2020 30
Table 7: Iran LNG Contracted Capacity Outlook, 2000- 2020 32
Table 8: Iran Proven Natural Gas Reserves, 2000-2010 35
Table 9: Iran, Marketed Natural Gas Production Forecast, 2000- 2020 37
Table 10: Iran Natural Gas Consumption Forecast, 2000-2020 40
Table 11: Iran Existing and Planned LNG Terminal Details, 2011 41
Table 12: Iran LNG Export Capacity by Terminal, 2000- 2020 42
Table 13: Iran Liquefaction Train Size and Count by Terminal, 2000- 2020 43
Table 14: Iran LNG Feed Gas Supply Fields by Terminal, 2011 44
Table 15: Iran LNG Shipping Tankers by Terminal, 2011 45
Table 16: Iran LNG Storage Capacity by Terminal, 2000- 2020 46
Table 17: Iran LNG Storage Tanks by Terminal, 2000- 2020 47
Table 18: Iran Annual LNG Trade Quantities by Importer, 2000- 2010 48
Table 19: Iran Monthly LNG Trade Quantities by Importer, January 2010- December 2010 49
Table 20: Iran Average Monthly LNG Prices by Importer, January 2010- December 2010 51
Table 21: Iran Monthly LNG Revenues by Importer, January 2010- December 2010 53
Table 22: Iran LNG Supply Contract Volumes by Country, 2011- 2020 55
Table 23: Terminal wise Contracted LNG Volumes, 2011- 2020 56
Table 24: Terminal wise Non- Contracted (Available) LNG Volumes, 2011- 2020 57
Table 25: Buyer, Market, Contract Volume, Duration, Delivery Type Details of Existing Contracts by Terminal, 2011 58
Table 26: Buyer, Market, Contract Volume, Duration, Delivery Type Details of Planned Contracts by Terminal, 2011 59
Table 27: Iran, Planned LNG Capital Expenditure by Terminal, 2011-2020 60
Table 28: Iran, Planned LNG Terminal Details (Location, Operator, Ownership and Technology) 61
Table 29: Iran, Planned LNG Terminal Details (Source Fields, Tankers, Infrastructure) 61
Table 30: Buyer, Market, Contract Volume, Duration, Delivery Type Details of Contracts by Planned Terminals, 2011 62
Table 31: Iran LNG Capacity Expansions of Planned Terminals 63
Table 32: Iran LNG Companies Benchmarking (Capacity Index) 67
Table 33: Iran LNG Companies Benchmarking (Revenue Index) 68
Table 34: Iran LNG Companies Benchmarking (Investment Index) 69
Table 35: Iran Weighted LNG Capacity by Company, 2000- 2020 70
Table 36: Iran Company wise Planned Capital Investments, 2011- 2015 71
Table 37: National Iranian Oil Company- Top Level Information 72
Table 38: National Iranian Oil Company Existing and Planned LNG Operations by Country, 2011 76
Table 39: National Iranian Oil Company Weighted LNG Export Capacity by Terminal, 2000-2015 76
Table 40: Repsol YPF- Top Level Information 80
Table 41: Repsol YPF Existing and Planned LNG Operations by Country, 2011 84
Table 42: Repsol YPF Weighted LNG Export Capacity by Terminal, 2000-2015 84
Table 43: Petroliam Nasional Berhard- Top Level Information 89
Table 44: Petroliam Nasional Berhard Existing and Planned LNG Operations by Country, 2011 93
Table 45: Petroliam Nasional Berhard Weighted LNG Export Capacity by Terminal, 2000-2015 93
Table 46: Natural Gas (NG) and Liquefied Natural Gas (LNG) Conversion Factors 119

List of Figures

Figure 1: Iran LNG Export Terminals Map 14
Figure 2: Iran LNG Positioning Matrix 25
Figure 3: Iran LNG Export Capacity Outlook, 2000- 2020 28
Figure 4: Iran LNG Trade Volume Outlook, 2000- 2020 30
Figure 5: Iran LNG Contracted Capacity Outlook, 2000- 2020 32
Figure 6: Iran Natural Gas Reserves Comparison, 2010 34
Figure 7: Iran Proven Natural Gas Reserves, 2000-2010 35
Figure 8: Iran, Marketed Natural Gas Production Forecast, 2000- 2020 37
Figure 9: Iran, Primary Energy Consumption by Fuel (%), 2010 38
Figure 10: Iran Natural Gas Consumption Forecast, 2000-2020 40
Figure 11: Iran Annual LNG Trade Quantities, 2000-2010 48
Figure 12: Iran Monthly LNG Trade Quantities, January 2010- December 2010 49
Figure 13: Iran Average Monthly LNG Prices, January 2010- December 2010 51
Figure 14: Iran Monthly LNG Export Revenues, January 2010- December 2010 53
Figure 15: Iran LNG Supply Contract Volumes by Country, 2011 55
Figure 16: Iran LNG Market Shares by Companies, 2011 66
Figure 17: Iran Weighted LNG Capacity by Company, 2000- 2020 70