LNG Overview - By Gilbert Chan - LNG Investment Conference 2014

LNG Overview - By Gilbert Chan - LNG Investment Conference 2014

• 1.
  Gilbert Chan陳德佳 President, NAIInteractive Ltd 北美投資訊息有限公司總 裁 Overview of the B.C. LNG Play 卑詩省液化天然氣行業概述
• 2.
  What’s the bigfuss about LNG? LNG是什麼大事嗎？
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  Natural Gas Productionin British Columbia – Overview 卑詩省天然氣生產–概述 • Canadian natural gas producers have set their sights on the Asian markets as an alternative due to their growing energy demand and potential for higher prices.加拿大天然氣生產商已經將目光投向了亞洲市場，因為 亞洲市場的能源需求在上升，並且亞洲市場的天然氣價格更高。 • China’s consumption of natural gas in2013 rose 13.9 percent with total consumption hitting 167.6billion cubic meters, according to a report by China National Petroleum Corp (CNPC) Economic and Technology Research Institute. 按照中國石油天然氣集團公司經濟技術研究院的一份報告，去年2013天然氣總消費量上升13.9%，達到1676億立 方米。 • The global demand for natural gas is expected to increase 55% by 2035.預計到2035年全球天然氣需求增加 55% Source: Canadian Association of Petroleum Producers, Ministry of Natural Gas Development 來源：加拿大石油生產商協會、天然氣開發廳 • B.C. currently sells its natural gas in two markets: Canada and the United States.卑 詩省目前向兩個市場出售天然氣：加拿大和 美國 • The demand from our only export market, the U.S., has dropped 16% over the past 5 years and is expected to decline further due to rising U.S. domestic supply.我們唯一的出 口市場–美國的需求過去五年下降了16%， 預計隨著美國國內供應的增加還會進一步下 降。
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  Natural Gas TradingHubs in North America 北美的天然氣交易中心 Source來源: Alberta Oil • In North America, natural gas is bought and sold with prices based on different indices, e.g. gas in BC is sold at a different pricing in local markets compared to south of the border. 在北美，天然氣的買賣價格基於不同的指數，例如，卑詩省的天然氣在當地市場的 售價與美國的售價不同。 Source:Canadian Association of Petroleum Producers, Ministry of Natural Gas Development
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  From natural gasto LNG天然氣轉變成液化天然氣 • Transporting natural gas by pipeline over long distances is expensive 通過管道長距離運輸天然氣是價格昂貴的。 • LNG is a clear, colorless, non-toxic liquid that can be transported and stored more easily than natural gas because it occupies 1/600 of space. LNG是一種無色、無味、無毒的液體，比天然氣更容易儲存，因為 LNG所占空間是天然氣的1/600。 • Proposed BC LNG destined for Asia will be created by cooling natural gas down to -160° C, before being shipped in tanker ships (LNG carriers) to its destined markets.計畫向亞洲市場輸送的液化天然氣是將天然氣冷卻至 -160° C，然後用LNG運輸船運輸至目的市場。 • LNG will then undergo regasification to be distributed via local markets pipelines for electricity generation, heating, and transportation purposes. LNG然後進行再氣化，通過當地市場的管道分銷，用於發電、加熱和 運輸。
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  LNG Carriers 液化天然氣運輸船
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  From Gas Wellto Market 從天然氣油井到市場 天然氣油井 油田處理 輸油管道運輸 液化和儲存 海運 接受和二次 氣化 市場終端
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  已公布的液化天然氣項目 Source: Haywood Securities
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  Map of LNGProjects in B.C.卑詩省LNG項目的地圖 • Minimum of14proposed BC LNG projects, which are at various stage of advancement, both with respect to the project infrastructure and the sourcing of natural gas for the facility.至少有14個卑詩省LNG項 目，處於不同的開發階段，既有基礎設施項 目也有LNG設施的天然氣來源項目。 • Out of the 14 proposals, 7 export licenses have been approved by the NEB. 計畫的14個項目中，7個項目已經獲得加拿 大國家能源委員會的批准。 • These projects are located mainly in Kisault, Kitimat, Prince Rupert , Grassy Point and Squamish 這些項目主要位於Kisault、Kitimat、Prince Rupert、Grassy Point和Squamish。 • New pipeline infrastructure will be required to transport gas from producing regions in the north eastern part of the province, such as Montney, Horn River and Liard to the export facilities. 需要建設新的管道基礎設施將天然氣從卑詩 省東北部生產地區（比如Montney、 HornRiver和Liard）輸送至出口設施。
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  LNG Investment Opportunities LNG投資機會 Manyindustries in the province will benefit from the upcoming LNG boom in Western Canada, including: 卑詩省許多行業都將受益於即將到來的加拿大西部LNG繁榮，包括： • Energy services companies 能源服務公司 – Engineering 工程 – Construction 建設 – Pipeline building管道建設 – Camp Operators營地運營 – Trucking, Transportation 卡車，運輸 – Export site preparation出口設施準備 • Natural Gas Supplier: Gas explorer and producer 天然氣供應商：天然氣勘探商和生產商。