天然ガス・LNG のグローバルバリューチェーン

抄録

Recently the global LNG market is evolving. In the conventional business model, long-term contracts were key for both sellers and buyers to decide their large investments. But now more flexible transactions are expanding due to several reasons such as the shale gas revolution in US, over supply market, and the liberalization of gas and electricity in LNG consuming countries. Then, new business models are needed, particularly for LNG suppliers who must decide the investment without enough long-term commitments by off takers. On the other hand, LNG demand is expected to increase in emerging Asian countries. But to realize these potential demands, it is necessary to build LNGrelated infrastructures in those countries such as receiving terminal, gas pipeline network, gas-fired power plant, and so on. It means that “building a gas value chain” is essential to expand LNG market. So, one of new business models for LNG suppliers is to create the demand in such emerging countries with contributing to building a gas value chain. INPEX will proceed this “global gas value chain strategy” in order to develop LNG demand, especially for our next challenge for Abadi LNG project in Indonesia, following the successful start-up of Ichthys project. For this new approach, we believe we can utilize our expertise and experience of integrated operation from upstream to middle and downstream of gas business, including LNG production, shipping, receiving terminal in Naoetsu, and domestic pipeline gas supply in Japan. INPEX will contribute to building the gas value chain in emerging Asia by investment, operation and human resource corporation.