Energy Conversion and Financial Overview slide image

Energy Conversion and Financial Overview

China Natural Gas Industry Overview PRC Government's Commitment to Developing Clean Energy China's plan to achieve 40-45% reduction in carbon dioxide emission per unit of GDP by 2020 is driving national energy consumption towards cleaner fuels such as natural gas In connection with the 12th Five-year Plan, the PRC government targets to increase the natural gas portion of total energy consumption from 3.7% (100 bcm) in 2010 to 7.5% (230 bcm) by 2015, with continuous expansion of natural gas infrastructure The PRC government has also been focused on the development of a nationwide gas distribution and delivery system and several cross-border pipelines to mitigate the geographical mismatch between gas demand and supply. As a result, domestic natural gas supply and consumption will increase significantly ENN 新奥 4% 8% 18% 17% 1% 7% 1% Double the share 8% of gas 3% consumption within 5 years 71% 63% 2010 by 2015 Coal Other Hydro Nuclear Oil Gas Low Natural Gas Penetration Rate (1) in China Currently, the natural gas consumption in total energy consumption of China is merely 5.1%, substantially lower than the world average penetration rate of 23.7% The low penetration rate provides sufficient room for China to increase its national gas consumption going forward, given the country's continuous shift in energy structure. This will further drive the need for piped natural gas infrastructure investment - 59.9% 53.2% UK US Canada Japan Germany Indonesia Australia 36.4% 32.9% 29.6% 28.0% 22.2% 23.2% 20.5% 13.9% 8.6% 7.8% 3% 5.1%1 HK World Average: 23.7% India Chira Iran Russia Italy Source: Company filings, BP Statistical Review of World Energy June 2014. (1) Note: "Natural Gas Penetration Rate" is defined as natural gas consumption volume as a percentage of total primary energy consumption. 34
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