Blog – What is next for Natural Gas • Even before Russia sent troops over the border into Ukraine, Europe and the U.S. had been attempting to secure other sources of natural gas. • The Energy Minister for Qatar, one of the world's largest LNG exporters, has said it can only divert 10-15 percent of its LNG cargo contracts to other destinations. • Qatar's Energy Minister emphasized that replacing such a huge volume on natural gas at such short notice is "almost impossible". Source - https://oilprice.com/Energy/Energy-General/Russias-Natural-Gas-Will-Be-Almost-Impossible-To-Replace.html 1. LNG shipments – https://www.dieselgasturbine.com/news/us-lng-exports-to-europe-hits-record-in-january/8018416.article 2. Emissions-free - https://www.spglobal.com/platts/en/market-insights/latest-news/natural-gas/022222-baker-hughes-invests-in-net-power-to-deploy-emissions-free-gas-fired-power-plants 3. Local government - https://www.virginiamercury.com/2022/02/11/bill-prohibiting-local-bans-on-natural-gas-service-advances/ 4. Price - https://www.naturalgasintel.com/natural-gas-futures-post-modest-early-gain-despite-warming-forecast-analysts-predict-volatility-ahead/ 5. Natural gas - https://www.theguardian.com/australia-news/2022/feb/23/australia-spending-billions-on-new-gas-pipelines-that-may-end-up-worthless-stranded-assets 6. Emissions - https://www.pnas.org/content/119/8/e2116632119 7. LNG - https://www.pnas.org/content/119/8/e2116632119 8. Energy Security - https://www.dw.com/en/if-russia-turns-off-the-taps-could-lng-help-boost-european-energy-security/a-60490682 9. Renewable - https://thehill.com/opinion/energy-environment/595306-note-to-biden-the-us-cant-export-renewable-energy-to-our-energy 10. Shipments - https://www.naturalgasintel.com/natural-gas-futures-post-modest-increase-on-near-term-cold-geopolitical-unrest/

1. WHAT’S NEXT FOR NATURAL GAS
Paul Young CPA CGA
January 26, 2022

2. PAUL YOUNG - BIO
• CPA, CGA
• Academia (PF1, FA4, FN2, MU1. and MS2)
• SME – Risk Management
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Emerging Technology
• SME – Business Process Change
• SME – Financial Solutions
• SME – Macro/Micro Indicators
• SME – Supply Chain Management
• SME – Data, AI, Security, and Platform
• SME – Internal Controls and Auditing
Contact information email: Paul_Young_CGA@hotmail.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga
Twitter: https://twitter.com/paulyoungcpa
Youtube - https://www.youtube.com/user/youngercga1968/videos

3. AGENDA
• Natural Gas Market Outlook
• Natural Gas Power Generation
• Top Exporters of Natural Gas
• Conference Board / Natural Gas
• LNG / China
• LNG / Market Outlook
• Natural Gas Reserves
• Natural Gas / Power Generation
• Canada / LNG
• Power Generation
• What’s needs to be done

4. NATURAL GAS MARKET OUTLOOK
Source - https://www.eia.gov/outlooks/steo/ or https://www.forbes.com/sites/judeclemente/2019/12/01/6-keys-for-the-
natural-gas-market-into-2020/#4f1684587586
Source -
https://markets.businessinsider.com/co
mmodities/natural-gas-price

5. NATURAL GAS POWER GENERATION
Source - https://www.indexmundi.com/g/r.aspx?t=10&v=137

6. TOP EXPORTERS OF NATURAL
GAS
Source -
https://www.indexmundi
.com/g/r.aspx?t=10&v=
138
https://www.cer-rec.gc.ca/en/data-analysis/energy-commodities/natural-gas/report/natural-gas-summary/natural-gas-annual-trade-summary-2019.html Source – BMO

7. TOP EXPORTERS
OF NATURAL
GAS
Source -
https://www.statista.com/statist
ics/274528/major-exporting-
countries-of-lng/

8. LNG / CHINA
Source -
https://oilprice.com/Energy/Na
tural-Gas/US-Is-The-
Surprising-Winner-In-Chinas-
LNG-Market.html

9. LNG MARKET
Source - https://www.globenewswire.com/news-
release/2020/06/09/2045905/0/en/Small-Scale-LNG-Market-Size-By-2019-to-2026-
Strong-Revenue-and-Competitive-Outlook-By-Top-Leaders-Honeywell-
International-Inc-Linde-plc-W%C3%A4rtsil%C3%A4-General-Electric.html

10. NATURAL GAS
RESERVES
Source -
https://www.indexmundi.com/g/r.as
px?t=10&v=98 or
https://www.statista.com/statistics/4
84821/canadian-region-natural-
gas-reserves/

11. NATURAL
GAS / POWER
GENERATION
Source -
https://www.eia.gov/todayin
energy/detail.php?id=42497

12. CONFERENCE BOARD / NATURAL GAS
Source - https://www.conferenceboard.ca/e-library/abstract.aspx?did=10763 and https://www.canadianmanufacturing.com/environment-and-
safety/canadas-liquefied-natural-gas-industry-expected-to-create-new-job-opportunities-experts-257917/

13. CANADA / LNG
• Slower demand along with hijacking of government by environmentalist - https://www.worldoil.com/news/2020/3/6/canada-s-lng-
dreams-fade-as-blockades-add-new-costs-to-industry
• BC projects still going strong - https://www.jwnenergy.com/article/2019/10/lng-canada-ramping-project-marks-one-year-construction/
• Australia and USA have jumped ahead of Canada in terms of LNG exports - https://www.jwnenergy.com/article/2019/12/canadian-lng-
global-opportunity-global-competition/
• “Legendary investor Warren Buffett’s decision to walk away from a proposed export terminal for liquefied natural gas in Quebec is
being held up in a new report as a sign that the LNG sector in Canada and elsewhere is on shaky ground. The Global Energy Monitor
report released Monday says Buffett’s move in March underscores the growing political and economic uncertainty that LNG projects
are facing even as governments around the world tout liquefied natural gas as a clean alternative to coal power.
”https://globalnews.ca/news/7146108/lng-canada-future-report/
• Canada needs to focus on its policies, i.e. environment, taxation, trade/FIPA, etc. -
https://www.kallanishenergy.com/2020/06/17/canadian-lng-alliance-launched-to-spearhead-lng-development-projects/

14. RICHEST PER CAPITA INCOME
COUNTRIES
Source -
Source - https://www.indexmundi.com/g/r.aspx?v=67
• Qatar is world leader with both natural gas and oil - https://www.fitchratings.com/research/sovereigns/fitch-
affirms-qatar-at-aa-outlook-stable-24-06-2020 . Qatar has a lot of issues with human rights -
https://www.amnesty.org/en/countries/middle-east-and-north-africa/qatar/report-qatar/
• Many of the high per capita countries are tax havens - https://www.taxjustice.net/2019/05/28/new-ranking-
reveals-corporate-tax-havens-behind-breakdown-of-global-corporate-tax-system-toll-of-uks-tax-war-
exposed/

15. TECHNOLOGY AND NATURAL GAS
• Data and AI - https://www.ibm.com/industries/oil-gas/big-data-analytics
• Safety Analytics - https://www.ibm.com/thought-leadership/institute-business-value/report/ogrevolution
• Capacity Planning - https://revelwood.com/using-ibm-cognos-tm1-capacity-planning-oil-gas-industry/

16. POWER GENERATION
Source – OECD

17. NATURAL GAS / CANADA

18. WHAT’S NEXT
• Post-Covid19 will require all levels of government to focus on policies that support the goods producing sector -
https://www.slideshare.net/paulyoungcga/how-best-to-reshore-supply-chains
• All levels of government need to work the private sector to streamline regulations and taxes for the natural resources sector -
https://www.slideshare.net/paulyoungcga/canada-natural-resources-forestry-sector-june-2020-whats-next
• Canada could be a world leader in LNG, but needs a government that supports development of LNG projects -
https://www.slideshare.net/paulyoungcga/2019-election-lng-natural-resources-canada-august-2019
• People want social programs which require funding. The best way to support social programs is through expansion of taxation through a
strong economy - https://www.slideshare.net/paulyoungcga/designing-social-programs-and-tax-fairness-policies
• Getting Goods to Market - https://www2.slideshare.net/paulyoungcga/goods-to-market-canada-and-the-world-december-2020
• Many cities are looking at banning natural gas - http://www.affordableenergy.ca/kitchener_council_banning_gas
• Home fuel costs - https://www.furnaceprices.ca/posts/how-the-new-carbon-tax-will-affect-canadians-heating-cooling-costs/

19. TRAINING AND DEVELOPMENT
• If you like to learn more
about trade and/or other
subjects as part of your
professional learning and
development, then feel
free to review my material
on
https://www.udemy.com/
(search Paul Young CPA
CGA)
• These subjects address
how to fixed issues with
housing and/or systemic
issues related to economy
including government
policies