After the US Shale Gas RevolutionEditions TECHNIP, 2012 - 165 pages After twenty years at different positions in the gas sector, from the policy side to trading floors, the author gives an overview of the major gas issues and elaborates on the consequences of the US shale gas revolution. The first part of the book provides basic knowledge and gives needed tools to better understand this industry, which often stands sandwiched between upstream oil and utilities. This book is accessible to all and will particularly interest readers seeking a global gas perspective where economics and geopolitics mix. It can be read as an economic novel where billions of dollars are invested to shape tomorrow's energy world or as a geopolitical thriller where Russia and the US compete to impose their respective agenda, leaving China to select the winner. |
Table des matières
3 | |
Consumption | 10 |
Trade Movements on the Rise | 17 |
LNG Chain | 24 |
Pipe Gas vs | 34 |
Gas in Primary Energy Mix | 40 |
Storage vs Imports | 52 |
Many Units | 58 |
TaxesSubsidies | 91 |
Where is the Future Supply Growth? | 97 |
China holds the Largest Unconventional Gas Reserves | 103 |
Australia could overtake Qatar in LNG thanks to Unconventional Gas | 113 |
Where is the Future Demand Growth? | 125 |
The Future of Oillinked Contracts | 133 |
After the US Shale Gas Revolution the 2020 Gas World | 141 |
Gazprom in the Driving Seat in Europe | 147 |
from Oilindexation to spot Markets | 66 |
Markets can mitigate WinterSummer Spreads | 73 |
Markets can Select the most Profitable Fuel to generate Electricity | 79 |
Cheap Energy allows Development | 83 |
Organizations and Data Providers | 153 |
List of Figures Maps and Tables | 161 |
Expressions et termes fréquents
Algeria allow arbitrage Australia average bcm/y BP Statistical Review CAGR capex China coal companies competition ConocoPhillips consumers consumption cost countries Cross Asset Research drilling E.ON electricity emissions European gas ExxonMobil Figure fuel gas demand gas exports gas field gas importer gas market gas prices gas reserves Gazprom GIIGNL growth Henry Hub increase industry infrastructure Interconnector investment Iran Japan liquefaction LNG exports LNG imports LNG production load factor long term contracts major gas margin MBtu Medgaz mtpa natural gas Nord Stream Norway nuclear offshore oil-indexation oil-linked OPEC operate pipe gas pipeline plant Poland primary energy mix profitable projects Qatar reduced regasification risk Russia Russian gas SG Cross Asset shale gas shale gas production shale gas resources shale gas revolution Source South Stream Spain spark spread split Statoil storage capacity swing tion trading transit transport Turkmenistan Ukraine unconventional gas