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!}{]£[ru~& Cl §00&®©@ Susitna Joint Venture
Document Number
Please Return To DOCUMENT CONTROL
LNG MARKETING IN JAPAN
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FEB, 1985
ITOH & CO., LTD.
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1. LNG PROJECTS IN JAPAN
'.! i
~··
l~ .
11 •
L
:::~~
~ ·::
\·
~l!lr
I
# l '· ~-~
1 ) OPF:Rl\'l'I NG - A -
----PROJEC'r .. ~··~·--· I~ -~I
ALAC:I<'I\ DRUNEI --~~-~--~--~---------! --~::..._..:_:::.:...:..__ ___ , ___ _ ADU DHABI INDONESIA
GAS SOURCE
POR'I'S OF ~; ll I 1' t>11·;N'l'
P£lODlJC'l'ION
COMPANY
'l'ERt-1
North Cook inlet gas field
Port Nikiski
Phillips Petroleum
70 %
Harathon Oil
30 %
1969/11 - 1989
S. H. J\mpil Zakum, Umm Shalf
1972/12 - 1992 1977/4 - 1997
Dadak(East-Kalimantan) A run (North-Sumatra)
Bon tang I:,.hoseumuwe
P-T-Badak Natural Gas Liquefaction Co.
Pertamina !55 %
IIUFFCO 30 %
JILCO 15 %
P-T-Arun Natural Gas Liquefaction Co.
Pertamina 55 %
Mobil 30 %
JILCO 15 %
Badak 1977/8 - ~QO~
l\run . I I 1 f ~--I 1 9 7 8 I 1 o - 1 9 9 9
VOLUME
(1,000tonjyear) 9GO 5114 0 LNG
LPG
2;060
800
Dadak
A run
3,000
4,500
'
I I I - - I I
IMPOH'r
COMPANY
(1,000tonjyear)
Tokyo Electric Power Co., Inc
720
Tokyo Gas co.,LLd.
240
C'J\HIUEllS I 71,500 mJ x 2
'I'ok yo f-:lec l:r iG Power Co. , Inc.
'l'okyo Gus co., Ltd.
Osaka Gas Co.rLtd.
3,450
1 1060
&30
'l'OI<YO Electric
Power Co., Inc.
i<ansai Electric Power Co. , Inc.
Chubu II
l<yushu " Osaka Gas Co.
Nippon steel Corp.
.,.
214 00
1, 700
1,500
1 1 )Q{)
600
76,900!1l) X 2 _J 87 1 60011\3 X 1
75,000m3 x 5 125 1 000m3 x 3 I 125,000m3
x 7 --·---· ---·-"'·•·-----~· ·I-----·--·----·· ·----·--·-1• -·-- -----· ----------
Cl!:' PIHCE 1 ()r·,
~.-J.r.·n-.!:!l..r 1\ >V z_'JJ1l.L ---- 4---:. 4.9J 527 59 4-..:..
-.. ........... ~- ............... --· .,,., ~----·-·......_ __________ .. ----···--·--- ·------- ---------.. ~--------
,,.....,.--'-""~'¥-___,_........ ~, -, ... -...~-- -··
c. i)
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l
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-----------· --~·i-
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(I
-
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-
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'
. ' \. ~ .. . ·•· .. . ' .. ·---- ·-..-.~ . ~ . . . ,. .. . . . ~ ... - ' . . - '
~ "
""' ~
GAS SOURCE
POR'rS OF
Sll I PMEN'l'
PRODUCTION
COMPANY
TERM
INDONESIA
(Badak Exp,nsion)
Badak
Bon tang
OPJ~Hl\'l'ING - 13 -
r r--- -~ ----~
I INDONESIA I INDONESIA
(1\run Expansion) I (Expansion)
I\ run
Lhoseuma\oJe
Badak
Arun
Bon tang
Lhoseumawe
P.T. Dadak Natural I P,T. 1\run Natural
Gas Liquefaction Gas Liquefaction
P.T. Badak
P.T. Arun
co. Co.
1983 - 2003 1983- 2003 1983 - 1998
MJ\L.Z'.~\ SIA
{Sara~tJak)
Bintulu
Bintulu
l1alaysia LNG
1983 - 2003
~------------1 I I
VOLUME
(1,000t:on;yeclr)
IMPOH'l'
COf.lPJ\NY
(1,000ton;year).
3,200
Chubu Electri~ Power Co.
1 t 500
J\ansai II
800
Osaka Gas Co.
500
'l'u ho II
•1 00
3,300
Tokyo Electric Power Co.
400
'l'ohoku Electric Power Co.
2,900
680
Kansai Electric · • Power Co.
170
Chubu II
450
Kyushu II
60
6,000
Tokyo Electric Power co.
4,000
'l'okyo Gas co.
2,000
"
-(-:ir-PJUCI~ t·------- 1-- -l·---·-------1----------~ 1) o:, 5()1) 4 74 . ___ _.1 soG { /\:; ill I !t )\I.' !l•l )
--····'"""""• ... ·~ _,......._.. ¥•--v_,.~.,. -'"'~ _.,.,._' -"·•-...,..,.. ~·~·~~-,~ ~ ·-~"~-·--~·---•--·
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- -tr"
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.,·t..·~
2) UIIDER co:!STIWCTION /1il!J ;.:·(:UTIA'l'JOIJ
CANADA I AUSTRALIA
GAS SOURCE I Deep Basin I North Rankin etc.
I -- .. -~
I c !
PORTS OP
~.:·I I SIIIPNENT Prince Rupert I Damp ire I ~~~-t: 4.)
.~~ ~ .. ' :
' /
::.,J ~~
'~~f
I 1
I I Dome Petroleum
I BliP/SHELL 1 PRODUCTION
··I CONPANY Nissho-Iwai BP/CALASIATIC .01!
TEHN 1987 - (2007) 1988 - 2007
' i' ,, VOLUHE 2,350 6,000
I '..::C.·.f ( 1, OOOlin/year) ,-
Chubu Electric I Tokyo Electric P0111er Co. Power Co. 900
1,600 HIPOR'l' I Chubu " 900 CONPANY Kyushu . 11 300 I Kansai " 900
(1,000ton/year) Chugoku ,. 300 Chugoku " 900
I I I Kyushu II 900 I r. 0
Toho II 150 I Tokyo Gas Co 580
'l'oho II 180
Osaka " 580
.,., ,, ~~ ... ~-.-~.--~~ ...... ,..,. .. -'-"""-'"' -.._~~·~- ...... ~ ..... -.
·-••o ·-··•,._ r•-·,r-·o~ .... ~">"-·'~·--.-...__.M~-----•• ... '"'-->•<'~---'« ~---.. ~ • .......___~·~-· .~---,_, __ ,.. ____ ..,,~----~. -.·~--._ ~__,........_,_.. -~ ... ~-~ ..... :; ~~~·+~~ ....
"'~ "' ~-:- .::1 . ·~f· .-·
~-:-J-. ... _. . .,~ . ..--. D [\.
I ;, '. ,! ,, (i'l
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, ',,I :~-~(."I) I
'ot- . .'t - .t
~j .::! ~ 1 () f
} ··t
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, ,, -,
~Project ----GAS SOURCE
PORTS OF
SIII PI1EN'l'
---
VOLUME I
{1,0001:onfyear) -RESERVE (10
12cf)
3) UNDER PLANNING
u.s.s.,R. j_ QATAR
Sakhalin North Field .
Dl~ I< as tori I Umm-Snid
3,000 6,000
~ -- ., i
32 275
--
~-~--"'"'
"
THAILAND ALASKA (North Slope)
. Gulf of Siam
I Prudhoe Bay
B-Structure .... __ ,. __
Not yet decided Kenai
.
3,000 5,000 - 15,000
-·- . ,_
I gl 26
·f)
---~------...--~ -~--~-·-··· --~ -'rfJ\·"""""' >) ,, - - '(~~c· ~h:-t::~·:-."~ifj~j':-
-, P'•": -. !~«---,.,;·~:,_,jq'~4 c. 1-. -,~_ •• _ ..... -.~,~ .. ,_:.;-_]Jr~.J;;-?.a.cl_ •-\...") '"" ()
_, _ _,_.__ ...... _,~.
~
~ - ~ ~ ,..._ . . . - .
'. ,£,.» " ·-"-· _,tlij~
., f,:~
2 .
P R 0 J E C T S
L_ U.S.A. (ALASKA)
BRUNEI
ABU D!IAB I (DAS)
UNUER INDONESIA
OPERATION MALAYSIA (SARAWAK)
INDONRSJA (BADAK)
/1 (ARUN)
II (EXPANSION)
T 0 T A L
CANADA UNDER
NEGOTIATION 1\USll~AL lA
T 0 T A L
G R A H 0 T 0 T A L
' • ._..,.....,.... -·-M·>~"'--~--.- .........-.-..,..•<-~-- -~...-·-~-"""''''*-~"0._...,
,A1117·. ~-::::-,<
LNG IMPORT VOLUME BY PROJECT AND BUYER IN JAPAN
( UNIT : 1,000 tons/year )
CONTRACT ELECTRIC POWER COMPANIES GAS COMPANIES OntERS
Volume Term Tohoku Tokyo Chubu Kansai Chugoku Kyusht~' Tokyo Osaka Toho Electric Electric Elect ric Electric Eledric Electric 'l'Jas Co. Gas Co. Gas r.o. .
960 1969 - 1989 '120 240
5,140 1972 - 1992 3,450 1,060 630
2,060 1977 - 1997 2,060
., ,500 w; t - 1999 1,700 2,400 1,500 1,300 soo
6,000 1983 - 2003 4,000 2,000
3,200 1983 - 2003 1,500 800 400 500
3,300 1983 - 2003 2,900 400 '
680 19il3 - 1998 450 170 so
28,840 2,900 10.630 3,650 3,370 0 1,560 3,300 2,330 500 600
2,350 198'/ - (2007) 1,600 300 300 150
5,840 1900 - 2007 900 900 900 900 900 580 580 180
a .1so 0 900 2,500 900 1,200 1.200 580 500 330 0
37,030 2,900 11,530 6,150 4,270 1,?.00 2,760 3,880 2,910 830 600
~- - L_ --- - - --~-------- -----~--- ------ L ____
I
~----~---.... ...-. .............. -~------~·----·--~· ---.. ~. -----~--..... -"""'""--- .. l""l.i'-~~-----,~~ ...... ... ~~~¢,! __ ,f ~ "94~ .. 1:1· ........
~-. (\~ '·' ·o:· r -~ .. f, . '\\ :, 0
·l......_:_:;_:
\':'
I
"-i, (!
-';
3. LNG PRICE IN JAPAN
(
-- """--.. . --' ~ I' ----It 1,\
1) LNG Import P~ice in Japan (CIF Japan base)
--------------------------···----. ------ ... ····- .
($/MMBTU}
6.00
5.00
4.00 X - Alaska
' ...,_,.. .... -
• - Brunei .. 3.76 ~---
0- Abu Dhabi
.D.- Indonesia
a- Sarawak
3.00 2.99 A
--!~ A
2.64 2.40
2 32 x- 2.38 • -~· 2.34
2.18 ,,L3o~ 2.32 2. 16~ 2. 22
2.00
1979 1980 1981 1982 1983 1984
JAJ.\i NAY SEP JAN M.J:\.Y SEP JAN 1A.AY SEP JAN MAY SEP JAL\i t-lAY SEP J A)l a~Y
(Yen/KWh)
- -· 25
20
15
10
5
0
2) .Electric Generating Costs- ex Po~1er Plant Gate
o - Hydro
• - Fuel
o - Coal
!:::. - LNG
X - Nuclear
------·-- ·-~ .... -. _...__., .... _ -. -· ...... ~- ·---
20.2 19.8
~16 17.~ 18/ 19~ ~17.6 ~·A'D·.5 - ~6
15 • 6 ~ ~ _,...- A ~17 • 6 16 • g
~-· /16.2 --o-8 14.s-------o
) A 13.9 12.~/ X
---r1.'1 ~-4 ~x------;;.4 9 /'X 11.8
9 . 6r===::::::::=9::1. ~ 11 . 1 9 6.i-. ....
9.5 9.7 ,...--s:>< __...-· 8.8
x----------{ 6
~6.4 s. 7 ·-
1976 1977 1978 1979 1980
__ .,
1981 1982 1983
(YEAR)
I ! J
! r 0
j
I I· '
I :i" i ! I
Ye4r
Ile•
Energy Ot:ll<lnd ---"<
Coal lo3 l
{portion of ) 103 t Indigenous Coal
103 l (portion of) Stea• Coal
Huclecu 103 lew
Hcttural Gas 103 kl
(portion of ) 106 • 3
Indigenous Gds
Il1 t (portion of LNG) I llrdro l Ordinary J o3 lev
103 lew Pu.pins.
·"'
Geother.a1 to3 k1
Hew Energy 103 ld
Petroleu• 106 kl
(portion of ) 103 k1 Indigenous Oil
to3 lei (portion of LPG)
Supply Total lo6 kl
-
·~ "'~.-.
4. LONG-TERM ENERGY DEMAND-SUPPLY FORECAST IN JAPAN
1982 (Actual) 1990
Hew Forecast PreYiou:s Forecast
388 X 106 kl 460 X 106 k1 590 X 106 kl
Quantity Share(%) Quanti h Share(%) Quanti lJ Share(%) . 9(.500 18.5 108,000 17.5 153,000 19.5
(IS .300) (18 ,000-20 ,000) (18 ,000-20 ,000)
(28.400) ((3,000) (68,000)
17,3(0 6.9 3(,000 10.8 46,000 11.3
27,000 7.0 56,000 12.1 68,000 11.5
(2.100) (4,300) (7,300)
(17 ,600) (3S,500) (43,000)
{ 19,360 5.4 { .22,000 5.0 { 23,500 5.0
13,950 18,000 22,000
400 0.1 1,500 0.3 8,000 1.0
900 0.2 8,000 1.7 15.000 2.5
2(0 61.9 240 52.5 290 (9 .1
(480) ( 1.500) (1.900)
(15. 700) (19,000) (24.000)
388 100.0 480 100.0 5~!! 100.0
NOTE :
1995
Hew Forecast _,
530 X 106 1d
Hew Forecast 1983.11.16 Pruious Forecast 1982. L21
2000
Hew Foreca:!l
600 X 108 kl
Pre•iou~ Fcr~cast
170 X 108 kl Quanti h Share(%) Quantity Share(%) C!uanli h Share(%)
128,000 18.0 160,000-170,000 20.0 200,000 19.0
(18,000-20,000)
(58,000)
48,000 u.o 62,000 18.0 90,000 18.0
61,000 12.0 64,000-88,000 11.0 82,000 11.0
(5,000)
((0,000)
{ 2(,000 [ 28,500 5.0 . { 30,000 5.0 5.0
' !9,500 22.000 33,000
3,500 1. 0 6,000-7,000 1.0 15,000 2.0
19,000 (.0 35,000-55,000 6-9 85,000 8.0
250 48.0 250-260 42.0 290 38.0
( 1,900)
I (21,000)
1-·
530 100.0 fiOO 100.0 170 100.0
•
~
I
I
·.:..\
0
,,·.
.. . "' .. .
Table 1
Contract: Amount: Year of Duration Project (Unit: Million First of Con- Remarks
Tons) Imoort tract
I 5-year ex-
Alaska 0.96 1969 15 'tension is . finalized • Brunei I 5.14 I 1972 20 I
6./0 Abudabi I 2.06 1977 I 20 'r. It Indonesia I 7.50 I 1977 23 I J.S,66 Indonesia I .
I (Addition: 3.20 1983 20 lf. it Badakl I Indonesia
I (Addition: 3.30 1984 20 22. I b Arun) Malaysia I 6.00 1983 20 I 2cr ~ r b (Sarawak) Canada 2.90 1986 20 .JL 06 Australia 6.00 1987 19 ;JI').o6
Total 37.06
---":
.~ ... ,~..... - - -
,
l 'l '
~-
~
{UNIT: 1,000 T/Y) I
40.000
35-,000
30,000 I I 28~160 I
·---------~ 28 160 I I
25~000
I
r----J25 ,760 I
' ---..1 124,760
20,000
IE,oou
10,001)
5,000
I >
.. . . ' •• !:.!:!§_Supply Contract Status September 6, 1984
( X ) Assumed Max. Demand --------------------------,37,060 MA. (Total of Max. ---------------------- Demand by
37 06
0 --------------------------- 3
6
•
100
Each User) ~-~----;--~
~Demand Max-Corrmi tted
l,;'-"-\Jcanada Dome
----- Receiving Terminal Capacity
(including Uome)
---------------------------------------------------------------------------------------------------'85 '86 '87 '88 '89 '90 '91 '92 '93 '94 '95 '96 '97 '98 '99 '00 '01 '02 '03 '04
183 '84
105
••
\}
i' :~--
c.-~.
-, ,~-------~---. t~ ~~~,l,i,
---- 0 -::;;
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