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ROYAL DUTCH SHELL PLCLONDON DECEMBER 5, 2012AugustDec 20122012011
SUSTAINABLE ENERGY FUTURERISING ENERGY DEMAND, SUPPLY PRESSURE, CLIMATE CHANGE9 billionpeople, 75%living in cities2 billionvehicles(2 billionmore thantoday)(800 millionat the moment)Many millionsof people willrise out ofenergy poverty;with higherliving standardsenergy use risesEnergy demandcould doublefrom its levelin 2000. while CO2emissions must behalf today’s toavoid seriousclimate changeTwice asefficient, usinghalf the energyto produce eachdollar of wealth3 times moreenergy fromrenewablesourcesDec 201202
GLOBAL ENERGY OUTLOOKDEMAND GROWTHEnergy demand outlook in million boe/d Energy demand 60% 2010 – 2050 Hydrocarbons dominate outlook Gas demand doubling 2010-2050MAJOR OPPORTUNITY FOR SHELLShellactivitiesOilSolarNatural gasOther renewablesBiomasNuclearWindCoalDec 201203
REGIONAL GAS DEMAND DEVELOPMENTASIA DEMANDNORTH AMERICA DEMANDBcf/dBcf/dAsia SupplyOther AsiaOther SE AsiaMalaysiaIndiaChinaTaiwanKoreaJapanEUROPE DEMANDN.A. SupplyOtherPowerIndustrialTransportMIDDLE EAST DEMANDBcf/dBcf/dEurope SupplyResidential &CommercialPowerIndustrialUAESaudi ArabiaIraqIranOmanIsraelOther MEDec 201204
HUGE GLOBAL GAS RESOURCESGAS RESOURCES ARE PLENTIFUL, GROWING AND GEOGRAPHICALLY DIVERSEEurasiaEuropeNorth AmericaMiddle EastAfricaAsia PacificSouth AmericaConventional GasResourcesTight/Shale Gas andCBM Resources Conventional and unconventional recoverable gas resources cansupply 250 years of current global gas production Tight/Shale gas and CBM are transforming the global gas market Shell believes that increased use of natural gas, replacing coal,for electric generation is crucial to lowering global CO2 levelsSource: IEA World Energy Outlook, WoodMackenzie, Shell InterpretationREMAININGRECOVERABLERESOURCES (TCM)EQUIVALENT INYEARS OF s and CBMResources380.5123785253TotalDec 201205
SHELL’S GLOBAL TIGHT GAS LIQUIDS-RICH SHALES ereyDeep BasinFoothillsPinedaleWOLFCAMPEagle FordGermanyUTICAMarcellusMISSISSIPPI LIMEHaynesvilleUkraineTURKEYChina tight gasEgyptOmanCOLOMBIAKEY SHELL POSITIONSTight GasSouth Africa (JAA) StudyNEUQUENLiquids potentialDec 201206
GAS VALUE CHAINSDec 201207
SHELL LNG GROWTH POTENTIALGLOBAL LNG PORTFOLIO 22 MTPA ON STREAM 7 MTPA UNDER CONSTRUCTION 33%LNG Canada 20 MTPA OPTIONS SHELL 7% GLOBAL MARKET SHAREUS LNG Prelude BrowseWheatstoneGorgonSHELL GLOBAL LNG CAPACITY GROWTHAbadi SunriseArrow On streamUnder constructionOptions 2011-12 portfolio developmentSHELL LNG LEADERSHIPyear end mtpamtpaOn streamUnder constructionOptions20112017Dec 201208
PRELUDE FLNGFLOATING LNG LEADERSHIP 2011: FIRST INDUSTRY FID ON FLNG ON PRELUDE CONSTRUCTION SOUTH KOREA: OPTIONS FOR FURTHER PROJECTS TARGETING NEW EXPLORATION FOR FLNGDec 201210
NORTH AMERICA LNG POTENTIALDec 201209
PEARL GTLWORLD’S LARGEST GTL PLANT120,000 BOE/D OF NATURAL GAS LIQUIDS AND ETHANE AND 140,000B/D OF LIQUID HYDROCARBON PRODUCTSMAJOR CONSTRUCTION COMPLETED END 2010, PRODUCTION RAMPUP IN 2011AugustDec 2012201211
WHAT IS GTL?THE GTL PROCESS:CONVERTS NATURAL-GAS TO OIL PRODUCTS VIA CHEMICAL TRANSFORMATIONDec 201212
GAS TO CHEMICALSMossmoranScotfordMoerdijk/PernisUSUS Gulf CoastSadafQatar Key Site OptionsNanhaiSingaporeDec 201213
GAS TO TRANSPORTDec 201214
LNG TO TRANSPORT – SHELL OPPORTUNITIESDRIVERS OF REGIONAL DEMAND VARYEUROPE“CLEANER COMPETITIVE FUEL”ROAD TRANSPORTNORTH AMERICA SUPPLYGROWTH MARKETS “DEMAND”SHIPPING (LNG-fueled bargecurrently under construction)Dec 201215
LEADER IN GLOBAL GAS International gas value chains Deep relationships with key customers Global presence portfolio approachSHELL POSITIONED FOR RAPID& PROFITABLE GAS GROWTHDec 201216
ROYAL DUTCH SHELL PLCQ&ADec 201217
half the energy to produce each dollar of wealth 3times more energy from renewable sources 9billion people, 75% living in cities (2billion more than today) 2 billion vehicles (800 million at the moment) Many millions of people will rise out of energy poverty; with higher living standards energy use
