Gas Supply Security and Business Achievements slide image

Gas Supply Security and Business Achievements

ENN China Natural Gas Industry Overview (Contd Natural Gas Consumption - Natural gas consumption in China has grown from 2.4 bcf/d in 2000 to 10.6 bcf/d in 2010, representing a CAGR of 16.0% The main driver behind the growth in natural gas consumption is the growth in China's GDP since 2000 The continuing growth of China's GDP and increasing portion of natural gas in the total energy consumption will drive the increasing demand for natural gas in China in the future China Natural Gas Supply and Demand Natural Gas Production Natural gas production in China has increased from 2.6 bcf/d in 2000 to 9.1 bcf/d in 2010, representing a CAGR of 13.3% To meet the growing demand for natural gas, apart from increasing domestic gas production, China is aggressively importing long-distance piped gas from nearby gas- rich areas such as central Asia and Myanmar, as well as LNG from Qatar, Australia, and Malaysia Production/ Consumption (bcf/d) 10.0 8.0 1.6 0.8 6.0 4.0 0.0 (0.8) 2.0 0.0 (1.6) 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Production Consumption Surplus/(Deficit) According to the 12th Five-year Plan, natural gas consumption in China is expected to reach 25.1 bcf/d in 2015, representing a CAGR of 18.9% from 2010 On the supply side, natural gas production is expected to reach 14.5 bcf/d in 2015, representing a CAGR of 9.1% from 2010 The gap between supply and demand will be satisfied through imported natural gas The NDRC has taken efforts to bring domestic gas prices more in line with international prices by resorting to price increases Surplus/(Deficit) (bcf/d) China has invested substantially in developing a nationwide natural gas network to facilitate the bridging between consumption and production, with total installed pipeline capacity growing at a double-digit rate nearly each year since 2003 Trunk line construction in China has also ramped up rapidly in recent years It is expected that pipeline construction in China will continue to be driven by natural gas going forward Currently, around 10 natural gas pipeline network projects are under construction (including the West-East Pipelines Project) or in the planning stage Source: Company filings, BP Statistical Review of World Energy. *Note: "bcf/d" denotes billion cubic feet per day. 34
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