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

Report Summary

Qatar 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 Qatar LNG markets.

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

The report provides profound analysis and complete data on each segment of Qatar 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 Qatar.

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 Qatar 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 Qatar 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, Qatar LNG capital expenditure is forecasted to 2015.

Qatar 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 Qatar Petroleum, Exxon Mobil Corporation and ConocoPhillips are analyzed in detail.

Scope

• Qatar 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 Qatar 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
• Qatar 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
• Qatar 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 Pacific Manufacturing Resources Group, Korea Gas Corporation, The Tokyo Electric Power Company, Inc 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 Qatar Industry Overview 11
2.1 Qatar 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 Qatar 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 Qatar LNG Market Description 13
2.3 Qatar LNG Export Terminals Map 14

3 Strategy Analysis of Qatar LNG Markets 15
3.1 Qatar LNG Strategies 15
3.2 Qatar LNG SWOT Analysis 17
3.2.1 Qatar LNG Market- Key Strengths 17
3.2.2 Qatar LNG Market- Key Weaknesses 18
3.2.3 Qatar LNG Market- Key Opportunities 19
3.2.4 Qatar LNG Market- Key Threats 19
3.3 Qatar 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 Qatar LNG Positioning matrix 25

4 Qatar LNG Trends and Outlook to 2020 26
4.1 Latest Qatar LNG Market Trends 26
4.2 Key Factors Driving Qatar 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 Qatar Natural Gas Market Outlook 34
5.1 Qatar Proven Natural Gas Reserves, 2000-2010 34
5.1.1 Major Natural Gas Fields in Qatar 34
5.1.2 Comparison of Qatar Proven Gas Reserves 34
5.1.3 Qatar Proven Gas Reserve Volume, 2000- 2010 35
5.2 Qatar Natural Gas Production Forecast, 2000-2020 36
5.2.1 Qatar Natural Gas Production Trends 36
5.2.2 Qatar Natural Gas Production Outlook to 2020 37
5.3 Qatar Natural Gas Demand Forecast, 2000-2020 38
5.3.1 Qatar Primary Energy Consumption by Fuel 38
5.3.2 Qatar Natural Gas Consumption Trends 38
5.3.3 Qatar Natural Gas Consumption Outlook to 2020 40

6 Analysis of Qatar 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 Qatar Liquefaction Capacity by Terminal, 2000-2020 42
6.3 Qatar Liquefaction Train Details by Terminal, 2000-2020 43
6.4 Qatar Source Field Details by Terminal 44
6.5 Qatar LNG Carrier Details by Terminal 45
6.6 Qatar LNG Storage Capacity by Terminal, 2000-2020 46
6.7 Qatar LNG Storage Tank Details by Terminal, 2000-2020 47

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

11 Analysis of Key LNG Companies in Qatar 72
11.1 Pacific Manufacturing Resources Group 72
11.1.1 Pacific Manufacturing Resources Group- Overview 72
11.1.2 Pacific Manufacturing Resources Group- Business Description 73
11.1.3 Pacific Manufacturing Resources Group- LNG Strategies 75
11.1.4 Pacific Manufacturing Resources Group- LNG Operations 76
11.1.5 Pacific Manufacturing Resources Group- SWOT Analysis 77
11.1.6 Pacific Manufacturing Resources Group- Contact Information 79
11.2 Korea Gas Corporation 80
11.2.1 Korea Gas Corporation- Overview 80
11.2.2 Korea Gas Corporation- Business Description 81
11.2.3 Korea Gas Corporation- LNG Strategies 83
11.2.4 Korea Gas Corporation- LNG Operations 84
11.2.5 Korea Gas Corporation- SWOT Analysis 86
11.2.6 Korea Gas Corporation- Contact Information 88
11.3 The Tokyo Electric Power Company, Inc 89
11.3.1 The Tokyo Electric Power Company, Inc- Overview 89
11.3.2 The Tokyo Electric Power Company, Inc- Business Description 90
11.3.3 The Tokyo Electric Power Company, Inc- LNG Strategies 92
11.3.4 The Tokyo Electric Power Company, Inc- LNG Operations 93
11.3.5 The Tokyo Electric Power Company, Inc- SWOT Analysis 95
11.3.6 The Tokyo Electric Power Company, Inc- Contact Information 97

12 Latest Developments in Qatar 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: Qatar LNG Export Capacity Outlook, 2000- 2020 28
Table 6: Qatar LNG Trade Volume Outlook, 2000- 2020 30
Table 7: Qatar LNG Contracted Capacity Outlook, 2000- 2020 32
Table 8: Qatar Proven Natural Gas Reserves, 2000-2010 35
Table 9: Qatar, Marketed Natural Gas Production Forecast, 2000- 2020 37
Table 10: Qatar Natural Gas Consumption Forecast, 2000-2020 40
Table 11: Qatar Existing and Planned LNG Terminal Details, 2011 41
Table 12: Qatar LNG Export Capacity by Terminal, 2000- 2020 42
Table 13: Qatar Liquefaction Train Size and Count by Terminal, 2000- 2020 43
Table 14: Qatar LNG Feed Gas Supply Fields by Terminal, 2011 44
Table 15: Qatar LNG Shipping Tankers by Terminal, 2011 45
Table 16: Qatar LNG Storage Capacity by Terminal, 2000- 2020 46
Table 17: Qatar LNG Storage Tanks by Terminal, 2000- 2020 47
Table 18: Qatar Annual LNG Trade Quantities by Importer, 2000- 2010 48
Table 19: Qatar Monthly LNG Trade Quantities by Importer, January 2010- December 2010 49
Table 20: Qatar Average Monthly LNG Prices by Importer, January 2010- December 2010 51
Table 21: Qatar Monthly LNG Revenues by Importer, January 2010- December 2010 53
Table 22: Qatar 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: Qatar, Planned LNG Capital Expenditure by Terminal, 2011-2020 60
Table 28: Qatar, Planned LNG Terminal Details (Location, Operator, Ownership and Technology) 61
Table 29: Qatar, 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: Qatar LNG Capacity Expansions of Planned Terminals 63
Table 32: Qatar LNG Companies Benchmarking (Capacity Index) 67
Table 33: Qatar LNG Companies Benchmarking (Revenue Index) 68
Table 34: Qatar LNG Companies Benchmarking (Investment Index) 69
Table 35: Qatar Weighted LNG Capacity by Company, 2000- 2020 70
Table 36: Qatar Company wise Planned Capital Investments, 2011- 2015 71
Table 37: Pacific Manufacturing Resources Group- Top Level Information 72
Table 38: Pacific Manufacturing Resources Group Existing and Planned LNG Operations by Country, 2011 76
Table 39: Pacific Manufacturing Resources Group 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: The Tokyo Electric Power Company, Inc- Top Level Information 89
Table 44: The Tokyo Electric Power Company, Inc Existing and Planned LNG Operations by Country, 2011 93
Table 45: The Tokyo Electric Power Company, Inc 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: Qatar LNG Export Terminals Map 14
Figure 2: Qatar LNG Positioning Matrix 25
Figure 3: Qatar LNG Export Capacity Outlook, 2000- 2020 28
Figure 4: Qatar LNG Trade Volume Outlook, 2000- 2020 30
Figure 5: Qatar LNG Contracted Capacity Outlook, 2000- 2020 32
Figure 6: Qatar Natural Gas Reserves Comparison, 2010 34
Figure 7: Qatar Proven Natural Gas Reserves, 2000-2010 35
Figure 8: Qatar, Marketed Natural Gas Production Forecast, 2000- 2020 37
Figure 9: Qatar, Primary Energy Consumption by Fuel (%), 2010 38
Figure 10: Qatar Natural Gas Consumption Forecast, 2000-2020 40
Figure 11: Qatar Annual LNG Trade Quantities, 2000-2010 48
Figure 12: Qatar Monthly LNG Trade Quantities, January 2010- December 2010 49
Figure 13: Qatar Average Monthly LNG Prices, January 2010- December 2010 51
Figure 14: Qatar Monthly LNG Export Revenues, January 2010- December 2010 53
Figure 15: Qatar LNG Supply Contract Volumes by Country, 2011 55
Figure 16: Qatar LNG Market Shares by Companies, 2011 66
Figure 17: Qatar Weighted LNG Capacity by Company, 2000- 2020 70