中国の液化天然ガス（LNG）市場

Abstract

RNCOS report, “Liquefied Natural Gas (LNG) in China”, provides research and objective analysis on Chinese as well as global LNG Industry. This report helps clients to analyze the opportunities, factors critical to the success for LNG market.

China LNG Industry

This section covers the current as well as future percepts of demand & supply, LNG infrastructure & pricing for China LNG market. China LNG industry is still in its initial stage. China' s first LNG terminal (Guangdong) started in the mid of 2006. Other terminals, however, are either in construction or planning phase.

Key Findings

• Chinese LNG industrywill face stiff competition from coal in China for future growth due to higher prices as compared to low coal pricing.
• China is expected to play major LNG importing destination for middle east & Australia in Asia Pacific region.
• Government support, environmental policies, energy security & declining liquefaction costs are major market forces driving the growth in Chinese LNG industry.
• Despite China having ambitious plans for developing LNG industry, it requires massive financing from domestic as well as international level. Lack of adequate funding is a major barrier impeding the growth of LNG industry in China, besides high LNG pricing.

Key Issues and Facts Analyzed

• Detailed overview of China LNG industry?
• LNG infrastructure, pricing and Supply & Demand in China LNG industry.
• Market forces driving the industry & challenges faced by it.
• Major players in China LNG industry.
• What opportunities exist in China LNG industry?

Key Players Analyzed

This section covers the key facts & SWOT analysis of major players currently operating in the LNG industry in China, such as CNOOC, PetroChina Company Limited, Sinopec, and CNPC.

Research Methodology Used

Information Sources

Information in this report has been accumulated from reliable sources namely, Books, Newspapers, Trade Journals, and White papers, Industry portals, Government Agencies, and Trade associations. Also, by Monitoring Industry News and developments, Access to more than 3000 paid databases.

Analysis Method

The analysis methods includes the following: Ratio Analysis, Historical Trend Analysis, Linear Regression Analysis using software tools, Judgmental Forecasting and Cause and Effect Analysis.

Table of Contents

1. Analyst View

2. Research Overview

3. Industry Performance

• 3.1 Global LNG Gas Reserves and Potential
• 3.2 LNG - Demand & Supply
• 3.3 LNG - Trade and Supply Volume
• 3.4 Worldwide Capital Expenditure on LNG Projects (2000-2009)
• 3.5 Asia Pacific - In Global Context
  • 3.5.1 Demand
  • 3.5.2 Supply

4. China LNG Industry

• 4.1 Supply & Demand
• 4.2 Imports & Contracts
• 4.3 LNG Import Infrastructure
  • 4.3.1 Guangdong LNG Terminal
  • 4.3.2 Fujian LNG Terminal
  • 4.3.3 Shanghai LNG Terminal
  • 4.3.4 Shangdong LNG Terminal
  • 4.3.5 Zhejiang LNG Terminal
  • 4.3.6 Guangxi LNG Terminal
• 4.4 China LNG Pricing

5. Gas Sector Regulatory Framework

6. Industry Analysis

• 6.1 Driving Forces
  • 6.1.1 Energy Security
  • 6.1.2 Environmental Policies
  • 6.1.3 Declining Liquefaction Costs
  • 6.1.4 Fundamentals of Energy
• 6.2 Opportunities
  • 6.2.1 Growing Economies
  • 6.2.2 China - Key Importing destination in Asia Pacific
  • 6.2.3 Energy Demand
• 6.3 Challenges
  • 6.3.1 Issues in LNG Projects as viewed from the International Market Perspective
  • 6.3.2 Investment Constrains
  • 6.3.3 Competitiveness of Gas compared with Coal at Final Consumption Level

7. Key Players

• 7.1 CNOOC Limited
• 7.2 PetroChina Company Limited
  • 7.2.1 SWOT
• 7.3 Sinopec
  • 7.3.1 SWOT
• 7.4 CNPC
  • 7.4.1 SWOT

List of Figures:

• Figure 3-1: Global - Share of Proved Natural Gas Reserves by Region (%), 2005
• Figure 3-2: Global - Proved Natural Gas Reserves by Region (in Trillion Cubic Meter), 2005
• Figure 3-3: Global - LNG Demand (in Million Tons), 2004, 2010E & 2020E
• Figure 3-4: Global - LNG Potential Supply (in Million Tons), 2004, 2010E & 2020E
• Figure 3-5: Asia-Pacific - LNG Demand (in Million Tons), 2004, 2010E & 2020E
• Figure 3-6: Asia - LNG Supply (in Million Tons), 2005, 2010E & 2020E
• Figure 4-1: China - Natural Gas Demand (in Billion Cubic Meter), 2006, 2010E & 2020E
• Figure 4-2: China - LNG Demand (in Million Tons), 2010E & 2020E
• Figure 4-3: China - Prices of LNG Vs PNG
• Figure 4-4: China - Estimated LNG Prices for Buyers based on Existing Projects
• Figure 6-1: Global - Indicative Capital Costs for LNG Projects (in US$), 1960,1990 & 2000
• Figure 6-2: China - Forecast for Energy Demand (in Million Tons Oil Equivalent), 2006-2010
• Figure 7-1: CNOOC Limited - Stock Performance

List of Tables:

• Table 3-1: Global - Natural Gas Reserves by Country (in Trillion Cubic Meter), 2004 & 2005
• Table 3-2: Global - LNG Demand by Region (in Million Tons), 2004, 2010E & 2020E
• Table 3-3: Global - Major LNG Trade Movements (in Billion Cubic Meter), 2005
• Table 3-4: Global - Forecast for Capital Expenditure on LNG Projects (in Billion US$), 2005-2009
• Table 4-1: China - Long Term LNG Supply Contracts
• Table 4-2: China - Plans for LNG Receiving Terminals
• Table 6-1: China - Forecast of Fuel Mix (%), 2010 & 2020
• Table 7-1: CNOOC Limited - Financial Overview (in Million US$), 2003-2005
• Table 7-2: PetroChina Company Limited - Financial Overview (in Million US$), 2003-2005
• Table 7-3: Sinopec - Financial Overview (in Million US$), 2003-2005