Research Report on Developing Trend of China LNG Industry in 2007
Part one Analysis on global LNG industry 7
Chapter one Survey of global LNG industry 7
Section one The LNG reserves and supply and demand in the world 7
Section two Volume of key LNG reserve countries and supply and demand 10
Section three Strategic position in primary energy sources 26
1, Consumption components in recent years 26
2, The strategic position of LNG in the energy sources 28
Chapter two Survey of global LNG 30
Section one Necesity 30
1, Convenience in global LNG transport 30
2, Concenience in storage 30
Section two Current global LNG market 32
1, The technologies of LNG and its storage and transport are being mature 32
2, The cost of LNG is decreasing 33
3, Sufficient in supply and demand; fierce competition 34
4, The demand is increasing; market is further expanding 35
5, The LNG has become the investing focus 35
Section three Developing trend of global LNG 36
1, The price is fast increasing because of increase in supply and demand 36
2, The construction of upstream industry is on the way 37
3, The terminal construction is following 39
4, Traditional market is pushing the development of emerging market 39
Chapter three Analysis on global LNG production 40
Section one Analysis on global overall LNG production 40
Section two Analysis on LNG production countires 41
Section three Key problems 49
Section four Forecast on production between 2006 and 2010 50
Chapter four Analysis on global LNG demand 50
Section one Analysis on demand in past years 50
Section two Demand features in recent years 51
Section three Production and consumption of LNG in key LNG manufacturing countries 53
Section four Analysisoncomparison between actural and potential consumption volume in the world
1, U.S. 64
2, Japan 64
3, Germany 64
4, China 65
5, India 65
Section five Forecast on demand of global LNG demand between 2006 and 2010 65
Chapter five Aanlysis on global LNG trade 66
Section one Analysis on import of key LNG importers 66
1, Janpan 66
2, Korea 68
3, U.S. 69
4, India 70
Section two Analysis on export of key LGN exporters 72
1, Indonisia 72
2, Malaysia 74
3, Algeria 75
4, Qatar 76
5, Brunei 76
6, Australia 77
7, Egypt 78
8, Norway 78
9, Russia 78
Section three Forecast on global LNG trade between 2006 and 2010 79
1, Interaction of two big regional markets 79
2, The trade of LNG will greatly increase 80
3, The traditional trade is transforming into emerging trade 80
Chapter six Trade price of global LNG 82
Section one FOB in the first half of 2006 82
Section two Price mechanism 82
1, International LNG trade contract 82
2, Pricing mechanism 85
3, Key diciding factors 87
Section three Forecast on development of trade price between 2006 and 2010 88
1, The increase in LNG price is following that in price and demand 88
2, The price increase is closing themarket supply and demand 89
3, Price structure is being complicated 89
4, The FOB trade is increasing 89
5, The diversification of trade modes decrease theprice 89
6, The flexibility of new contract increase the change opportunity 89
Chapter seven Analysis on LNG technology 90
Section one Basic principle 90
Section two The technology is being mature 90
Section three Popularity and complication of LNG technology 92
Chapter eight Analysis on transport 93
Section one Construction of speical ships 93
Section two Current transportation 93
Section three Key problems in transport 94
Section four Analysis on key costs 94
Section five Forecast on transport between 2006 and 2010 95
Chapter nine Construction of global LNG receiving stations 95
Section one Overall construction 95
Section two Construction in key countries and regions 96
1, U.S., Japan, and Korea 96
2, India and China Taiwan 97
Section three Forecast on receiving stations between 2006 and 2010 97
Section one Analysis on political environment 98
Section one Tecchnical policies 99
Section two Policies of entrance and development 106
Section three Environmental protection policy 107
Section four Revenue policy 108
Section five Foreign operation policy 109
Chapter eleven Competition structure 110
Section one In buyers market, Janpan and Korea are in leading positions, but development
of China and India is very fast 110
Section two In sellers market, Southeast and mid-east are in the leading role; and Africa
and Austrial are following 111
Section three The buyer smarket is transforming into sellers market 113
Section four Competition behivor and patterns 113
Section five Comparison and analysis of LNG and its substitutes 113
Chapter twelve Analysis on global LNG manufacturers 114
Section one Brunei LNG Company 114
1, Company¨s introduction 114
2, Export in recent years 114
Section two Qatar LNG Company 114
1, Company¨s introduction 114
2, Business situation in recent years 115
3, Company¨s resources 115
4, Development and prospect 115
Section three Australia LNG Company 116
1, Company¨s introduction 116
Section four Nigeria LNG Company 119
1, Company¨s introduction 119
2, Company¨s resources 119
3, Business situation in recent years and future strategy 119
Section five Malaysia LNG Company 120
1, Company¨s introduction 120
2, Assets and management in the recent years 120
3, Development 121
Section six Chevron Corporation 122
1, Company¨s introduction 122
2, Business situation in recent years 122
3, Company¨s resources 123
4, Development 123
Section seven Shell 125
1, Company¨s introduction 125
2, Business situation in recent years 126
3, Company¨s resources 127
4, Development 131
Section eight BP 131
1, Company¨s introduction 131
2, Business situation in recent years 131
3, Company¨s resources 132
4, Development 134
Part two Analysis on China local LNG industry 135
Chapter thirteen Survey 135
Section one Distribution 135
Section two Features 138
Section three Exploitaion 141
Chapter fourteen Necessity and pressure of LNG development in China 142
Section one Consumption structure of primary energy sources of China 142
Section two Consumption structure of primary energy sources at home and abroad 144
Section three Demand in energy sources for economic development 146
Section four Energy sources diversification and security of supply and demand 148
Section five Decrease in shortate and environmental pollution 149
Section six Necesity and pressure of importing LNG 153
Chapter fifteen Supply and demand 154
Section one Analysis on industry chain 154
Section two Storage and construction of stations 161
1, Pipeline structure 161
2, Distribution and construction of stations 164
3, Development of storage equipment 164
4, Seurity and environmental protection 165
5, Key problems 165
Section three Demand in recent years 165
Section four Supply in recent years 166
Section five Shortage 168
Section six Import 169
1, Import dependence of China LNG 169
2, Export of pipeline 169
3, Import 170
Section seven Forecast on demand and import 171
Chapter sixteen Import price 176
Section one FOB 176
Section two Analysis on price elasticity of LNG price on ocean shipment 176
Section three Price developing trend 178
Chapter seventeen Transport 179
Section one Development 179
Section two Comparison of LNG ships of China-Japan and China-Korea 180
Section three Main problems and countermeasures 182
Section four Developing trend of China LNG ships 182
Chapter eighteen Main receiving stations of China between 2001 and 2010 183
Section one The LNG receving stations (including constructed and constructing) 183
Section two Planning receving stations project 193
Chapter nineteen Industrial policies 196
Section one LNG development in Eleventh-Five-Year Plan 196
Section two Policies of market entranceand investment 197
Section three Policy of entrance 200
Section four Developing revenue policy 201
Section five Import policies 203
Chapter twelve Competition structure 204
Section one Receiveing stations structure of top 3 oil companies 204
1, Offshore Oil Corporation 204
2, China Naitonal Petroleum Company 204
3, Sino-pec 205
Section two Overseas distribution of LNG sources 205
1, Offshore Oil Corporation 205
2, China Naitonal Petroleum Company 206
3, Sino-pec 206
Section three Private LNG companies 207
Section four Business of overseas LNG companies in China 208
1, Investing policies of overseas LNG companies in China 208
2, Construction of distribution system 208
Expansion of overseas LNG companies in terminal market 208
Section five Comparison and analysis of competitivity in LNG market between coastal
areas and West in China 209
Section six Overall evaluation on competition of state-owned, foreign-owned and
private-owned companies 209
Section seven Developing ways of international large-sized oil companies 210
Section eight Competition structure between 2006 and 2010 211
Chapter twelve Key enterprises 212
Section one Offshore Oil Company 212
1, Company¨s profile 212
2, Current situation (positions; advantages and disadvantages; business features) 213
3, Development at abroad 217
4, International cooperation and capital operation 218
5, Business developing strategy 218
Section two China National Petroleum Company 219
1, Company¨s profile 219
2, Current situation (positions; advantages and disadvantages; business features) 220
3, Development at abroad 223
4, International cooperation and capital operation 223
5, Business developing strategy 224
Section three Sino-pec 224
1, Company¨s profile 224
2, Current situation (positions; advantages and disadvantages; business features) 225
3, Development at abroad 227
4, International cooperation and capital operation 227
5, Business developing strategy 229
Section four Guanghui Group 229
1, Company¨s profile 229
2, Current situation (positions; advantages and disadvantages; business features) 230
3, Development at abroad 231
4, International cooperation and capital operation 231
5, Business developing strategy 231
Part three Forecast on global LNG development between 2006 and 2010 232
Chapter twenty-two Forecast on development 232
Section one Forecast on development 232
1, Forecast on supply and demand 232
2, Forecast on competition structure 232
Section two Forecast on development 233
1, Forecast on supply and demand 233
2, Forecast on competition structure 236
Chapter twenty-three Investing value, risks and strategy 238
Investing value 238
1, Cost benefit 238
2, Growth 238
3, Profitibility 241
4, Ability of anti-riks 243
5, Comprehensive analysis on investing value 246
Section two Investing risk 246
1, Business risk 246
2, Competition from importing pipeline natural gas 247
3, Increased risks from LNG ships construction and transport cost 247
4, LNG sources shortage and change 247
Section three Investing strategy 249
1, Internationa cooperation and sources protection 249
2, Strong LNG ships construction 249
3, Strengthening sellings and sized business 250
Section four Future discussion 250
Chapter twenty-four LNG importing prospect (experience of iron ore import) 250
Section one Problems 250
1, Iron ore problems and LNG import 250
2, Current China LNG situation 251
3, Problems 251
Section two Developing risks in the future 251
1, Challenge of power generating area 252
2, Demand in industry will be decreased 252
3, Pipeline natural gas competition 252
4, Cost is decreasing 252
5, Financing risk 252
6, Ships construction expenses 253
Section three LNG strategy is beyond price risk 253
1, Strategic meaning of adjustment in energy sources structure 253
2, Strategic adjustment value 254
3, The value of LNG in energy sources storage 254
Section four Import 254
1, Opportunism of Australia make co-existing of LNG supply opportunitities and risk 254
2, Diversification of China LNG supply decreases importing risk 255
3, Plenty of substitutes can decrease LNG shortage risk 256
Section five The secession cost of LNG market in China LNG industry chain 256
Section six Conclusion: co-existing of opportunities and risks; the former is beyond the latter.
Contact Us:
| EMAIL: beijing@acunion.net acunion@163.com |
| Add: |
Room 1509 building 61, Ocean Paradise, BalizhuangXili, Chaoyang District, Beijing 100025, China |
|