Prod oducer Consum er Coop ooperation tow ow ards Develo - - PowerPoint PPT Presentation

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Prod oducer Consum er Coop ooperation tow ow ards Develo lopin ing LNG Market in in A Asia ( Strategic ic r regula latio ions a and polic licie ies in T Thaila iland) International Convention Center Pamir H.

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SLIDE 1

Prod

  • ducer Consum er

Coop

  • operation tow
  • w ards

Develo lopin ing LNG Market in in A Asia

( Strategic ic r regula latio ions a and polic licie ies in T Thaila iland) H. H.E.General Ana nant ntaporn Kan anjanar arat at

Min inis ister o

  • f Energy, T

Thaila iland

International Convention Center “Pamir” Grand Prince Hotel New Takanawa, Japan 18 O 8 October 2017 17

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SLIDE 2

Tha hailand nd Inte tegrate ted Ene nergy B Blue ueprint nt ( TIEB)

Ga Gas Pla lan Ob Objectives

1 ) 1 ) Econ

  • nom
  • m y
  • Mitigate impact

from rising gas cost from LNG import via price signaling to contain gas demand

  • Ensure fair pricing
  • f Gas/LPG for Thai

people and businesses

2) S Securit ity

  • Maximize domestic

gas production

  • Ensure effective and

efficient LNG sourcing

  • Assure sufficient

coverage and access

2

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SLIDE 3

Today’s ’s Sit ituatio ion

Source: Department of Mineral Fuels (DMF) Assuming price difference of 5 $/mmbtu between LNG and Gulf of Thailand (GOT) gas; 1 $ = 33 THB

Bcf/d 3.5 2.5 7.0 1.5 6.0 0.5 5.0 4.0 2.0 5.5 7.5 3.0 6.5 4.5 1.0 34 32 22 30 26 24 28 2036 16 18 2014 20 Domestic production (existing basins) Myanmar pipe imports BAU demand Today’s situation JDA

  • Thailand relies

heavily on gas (e.g. 70% of power generated using gas)

  • Domestic

production will soon decline at a rapid pace

  • Thailand will

increasingly rely on high-cost LNG imports, causing the energy costs to shoot up Demand and supply evolution - BAU ~110 Bn THB1 Additional cost in 2020 by using LNG instead of GOT gas Supply- demand gap to be filled by LNG (or new nearby sources)

3

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SLIDE 4

4

Gas Plan 201 015 ( ( 201 2015 2036)

  • Gas

as P Plan an Upda date ted i in Dec ecem em ber er 20 2016

  • Approv
  • ved by

y The N Nat ational al E Energy y Poli licy Council ( il ( NEPC)

201 01 6201 2017 201 01 8 201 01 9 202 02 202 02 1 202 02 2 202 02 3 202 02 4 202 02 5 202 02 6 202 02 7 202 02 8 202 02 9 203 03 203 03 1 203 03 2 203 03 3 203 03 4 203 03 5 203 03 6

Gas from the he G Gul ulf o

  • f T

Tha hailand

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SLIDE 5

55

LNG Receiving Terminal (7.5 MTPA)

by 2022 Approved

FSRU (5 MTPA) by 2024

FSRU FSRU FSRU

T 1 phase 1

Approv

  • v

ed ed

T 1 phase 2

Approv

  • v

ed ed

F-2 F-1 F-3 T-2

T-1 ext.

T-2

Extend Map Ta Phut Terminal (1.5 MTPA) by 2019 T-1 ext. F-1 FSRU Songkla (2 MTPA) by 2028 F-2 New LNG Terminal (N/ A) T-3 T-4

Approv

  • v

ed ed

FSRU Myanmar By 2027

F-3

LNG NG Receiv ivin ing Facilit ilitie ies In T Thaila iland

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SLIDE 6

6

Pip ipelin line - netw orking a and Infrastruc uctur ure

  • TPA to GSP and pipelines

will ensure that existing infrastructure can be utilized in the most efficient manner

  • In addition to the

expansion of the Map Ta Phut LNG terminal, PTT is conducting a feasibility for construction LNG NG distrib ibutio ion/receiv iving term inal in M n Myanm nm ar ( annual capacity of 10 10

F LNG TERMINAL

Remark : Ref. The National Energy Policy Council (NEPC) on 8th December 2016

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SLIDE 7

LNG NG de dem and w will approxim ately be 35 35 MTPA i in 2036 36

Dem and nd vs vs S Sup upply of Thaila iland L LNG

Current nt L LNG L Long ng Te Term C Contract

  • Qatar

2 2 MT MTPA

  • Shell

ll 1 1 MT MTPA

7

Qa Qatar 2 2 MT MTPA Shell 1 l 1 MT MTPA BP 1 MT MTPA

PETRONAS 1.2 2 MT MTPA

201 6 201 7 201 8 201 9 202 202 1 202 2 202 3 202 4 202 5 202 6 202 7 202 8 202 9 203 203 1 203 2 203 3 203 4

Million tons per year

Ca Case rev evised ed I ( 2016) 6) LNG Term in inal C l Capacit ity

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SLIDE 8

8

Energy Secu curi ty 100% % Thir ird Party ty Ac Access Re Reason able le Pric ice

The B Balancing of

  • f

Thaila iland L LNG P Portfolio lio

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SLIDE 9

Thaila iland L LNG Portfolio lio

9

No Non-Lon

  • ng

Te Term ( (30%) Long Te Term (70%) %)

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SLIDE 10

Thaila iland LNG NG i im por

  • rted

volu lum e

Ye Year Ca Cargo LNG ( ( To Ton) Asia ian Spot pr price ($/MMB MMBtu)

201 011 11 11 708 08,136 36 14 14.59 59 2012 012 14 14 973 73,239 39 15 15.22 22 201 013 18 18 1,409 09,46 463 16 16.23 23 201 014 17 17 1,342 42,94 948 14 14.89 89 201 015 31 31 2,621 21,59 599 7.80 80 20 20 (Long te term ) 2,005, 5,647 47 11 ( (S pot) 61 615, 5,952 52 20 2016 32 32 2,900 00,38 386 5. 5.58 58 22 ( 2 (Long te term ) 2,014 14,67 674 10 ( (Spot

  • t)

885 85,712 12

Pacific/ Middle East

Peru Trinidad Nigeria Qatar I ndonesia Russia Equatorial Guinea Egypt France Malaysia Australia Yemen

Atlantic

Oman

Re Remark : Term rminal T Tari riff no not inc. c.

LNG i im por

  • rted f

from

  • m 1

12 cou

  • untries

10 10

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SLIDE 11

Tha hank nk Y Y