New players are entering the LNG market as the industry changes. For 50 years, LNG was dominated by large, established players without competition, but natural gas demand is growing as oil becomes dirtier. The last 10 years have seen an exciting transformation as the business model changes and new players enter, though some come and go unsuccessfully by mimicking old models. For new players to succeed, they must make products customers want at low cost, deliver as promised, and treat customers well. The LNG market is becoming more competitive as a real business rather than a monopoly.

1. New LNG players
what and why and ...
Rudolf Huber
Guru
Kuala Lumpur – March 2013

4. For half a century

5. LNG players looked very similar

6. they
were
big

7. did not worry about
competition

8. often did not have a choice

9. LNG was a complex cousin
of
Natural
Gas

10. and Natural Gas was a
poor cousin
of oil

11. Now

12. Natural Gas gets prominent

13. because oil gets real

14. and is still very dirty

15. LNG becomes a
fuel

16. replacing allmighty

17. Now

18. it‘s not LNG because you have to

19. it‘s LNG because you want to

20. as
new players pop up

21. LNG still looks like a Black Art

22. not for the ordinary

23. but the last 10 years were exciting

24. as the business starts to
change

25. it is not smooth

26. new players come

27. and
sometimes
go

28. they
mimick
old players

29. bad
idea

30. as the old world

31. only works under special conditions

32. which are wiltering

33. who are the
new guys

34. the world finds out something cool

35. anyone can do
LNG

36. if he observes the rules

37. Message to producers

38. make things others want

39. make them cheap enough

40. make them good

41. be nice
to your
customer

42. Message to
service
providers

43. do what you promised to do

44. keep costs low

45. benice
to
customers

46. Message to the buyer

47. get your supply lines working

48. be nice
to your
customer

49. LNG has been
monopoly
business

50. and now
becomes real
business

51. everything else is fireworks

52. When are
you going
LNG
?

53. www.rudolf-huber.com
www.rudolf-huber.at