Energy Communication Conference 2014 - Making the case for gas, Øistein Johannesen, Informasjonsdirektør Statoil
1. Making the case for gas
Øistein Johannessen
Kommunikasjonsdirektør Markedsføring, Prosessering og
Fornybar energi (MPR), Statoil
12 March 2014
2014-03-04
2. 0
400
800
1200
2010 2020 2030
North American gas demand (bcm)
0
400
800
1200
2010 2020 2030
European gas demand
(bcm)
0
400
800
1200
2010 2020 2030
Asian gas demand (bcm)
Supply driven
growth
LNG pull
Energy policy
in the making
Global gas market dynamics impacting Europe
Source: Statoil Analysis2
3. Strong competitive position from the NCS
• Cost competitive gas supply with direct
access to liquid market points
• Significant value from both upstream
and downstream flexibility
• Strong marketing and trading
competence to leverage flexibility and
market opportunities
Norway
Russia
Algeria
Pipeline
LNG
400 – 1200 km
~3000 km
6000 – 7000km
Caspian
Region
~4000 km
3
4. EU energy markets are increasingly politicised
4
Source: Statoil analysis
0
10
20
30
40
50
60
70
80
2005 2006 2007 2008 2009 2010 2011 2012 2013
Climate Policy Initiatives Energy Policy Initiatives
EU policy initiatives relevant for the
energy industry
• Major growth in EU policy initiatives
• European energy markets driven by policies
and regulations rather than fundamentals
5. Unsolved issues
• Coal is increasing its market share and
backing up renewables
• German CO2 emissions are on the rise
• German households are paying a high
price for the energy transformation
Source: IHS CERA, Statoil
0
50
100
150
200
250
300
350
2010 2011 2012 2013
(projected)
German power sector emissions
Coal Gas Other
5
0
5
10
15
20
France Germany Italy United
Kingdom
EURcentsperKWh
Average household electricity price in
selected European countries
Retail and wholesale Network Renewables Other
Source: IEA
6. • Started: 17. January 2011
• Part of Statoils Global Brand Introduction Program
• Focus first year : Germany, the UK , Belgium (Pan European
messages)
• Target groups; Informed elite (10-15% of the population) – and internal
audiences
• Communication goal; Raise the voice for Natural gas
• Media strategy: Digital focus
• Channels used most frecuently;
• Digital, Print, OOH (Posters) and Media partnerships
• Theme: Gas to power
Classification: Internal 2011-12-07
Campaign history
7. Target Cluster: overview
Educated Public Buyer:
Industry & Utilities
Policy Shapers:
Lobbyists &
Associations
Opinion Makers:
Journalists
CORE TARGET
INFLUENCER INFLUENCER
Need to believe
their lives and
futures are
being looked
after
NEEDS
Policy Makers:
Politicians &
Ministries
Need solutions
that protect the
profitability of the
company
Need solutions
which protect the
country as a
whole
Need their
interests to be
heard
Need information
and arguments to
spread
11. German Gas Campaign, channel overview
Q2/2012 : Focused Online/Ipad, Newspapers/Magazines and Poster activities
Online Ipad
Newspapers/
Magazines
Posters
posters &
targeted
billboards
Event
Wilhelmsstrasse, Berlin in May
Alexanderplatz, Berlin in June
25. Handelsblatt Energiewirtschaft sponsorship
2
Largest Energy event in Germany
Statoil main sponsor 2013/2014
Integrated activities:
• Eldar Sætre Keynote speaker
• Stand in conference hall
• Posters in Berlin during conference
• Outreach to media
• Statoil branded gas taxi’s outside
conference hotel
• Stakeholder meetings*
29. A European supply gap is emerging
• Uncertain short demand outlook –
positive long term outlook
• ~260 bcm of new gas supplies needs
to be made available by 2030
• Increased global competition for gas
From existing sources
European gas supply challenge towards 2030*
0
150
300
450
600
750
Demand 2012 Decline
indigenous
production
Demand
growth
Supply gap
2030
bcm
Source: Statoil Analysis29