Investor Presentaiton
mtpa
300
Global Natural Gas Fundamentals
Comparing Analysts' New LNG Supply & Regas Capacity¹
200
'In Construction' and 'Approved' re-gas
capacity exceeds 'In Construction' new
liquefaction supply capacity to 2030 by 12
mtpa. Proposed re-gas capacity totaling
151 mtpa is Asia focused.
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0
2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
New Regas CODs Precede New LNG Supply CODs
XXX Analysts' In Construction & Approved Regas²
Analysts' Proposed New Regas Facilities
Analysts' In Construction LNG Supply
151 mtpa
Installed Capacity in Gigawatts
1,700
1,600
1,500
1,400
Global Installed Gas Powered Generation Capacity Growth 3
2020
2025
Gigawatts of Generation Capacity
2030
Incremental Natural Gas Consumed by New Capacity
•
•
'In Construction' and 'Approved' re-gas capacity exceeds 'In Construction' new LNG supply throughout the decade to 2030
2
Proposed new re-gasification capacity, totaling an incremental ~ 151 mtpa by 2030, further increases need for incremental
new LNG supply FIDs
Non-US gas-fired installed generation capacity is expected to grow by ~215 GWs to 2030, implying new natural gas demand
of
165 mtpa on an LNG basis
2
1 Analysts: Data from FGE, IHS Markit, Poten, and Wood Mackenzie updated to Q4 2021 | 2 Adjusted Operating & In Construction capacity for Force Majeure, Cancellation and other sponsor issued statements | 3 Source: US EIA (October 2021) - amounts are forecasted global
gas-fired generation capacity to 2030 minus US gas-fired capacity growth forecast to 2030. Gas consumed assumes a 7000-heat rate and a 65% load factor
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200
Incremental Gas Consumed in MTPA Equivalent
11
RIO
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