oréus business society golar lng limited vergadering, 6 november 2013 1
TRANSCRIPT
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Oréus Business Society
Golar LNG Limited
vergadering, 6 november 2013
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LNG
LNG = liquified natural gas (vloeibaar aardgas)
Mengsel van voornamelijk methaan met o.a. stikstof, propaan en ethaan
Volume van lng is 600 maal kleiner dan aardgas
Zeetransport goedkoper dan via pijpleiding
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Waarom LNG?
Goedkoper dan diesel
Groene energie: schoonste van de fossiele brandstoffen
20-30% minder uitstoot van CO2
Relatief veilig
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LNG Markt
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LNG Markt
Exportland 2011 Importland 2011
Qatar 102.6 Japan 107.0
Maleisië 33.3 Zuid-Korea 49.3
Australië 25.9 Verenigd Koninkrijk 25.3
Nigeria 25.9 Spanje 24.2
Trinidad & Tobago 18.9 India 17.3
in miljarden m³
*2020: VS wordt het twee na grootste exportland van lng
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*2015: vraag naar lng in China gaat verdubbelen
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Golar LNG Midstream LNG company engaged in transportation,
regasification, liquefaction and trading of LNG
Leading independent LNG carrier owner/operator – 16 vessels in total, experience spanning 4 decades
Controls majority of near term industry wide open vessel positions at a time of unprecedented market demand
Market leader in floating regasification (FSRU) – 4 floating terminals operating or committed
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First MoverFirst Mover
Fleet of FSRU Fleet of FSRU CandidatesCandidates
Fit to Market Fit to Market SolutionsSolutions
Golar is the only operator that has converted LNGCs into FSRUs
An industry leader and one of only 3 companies to operate FSRUs
3 Moss type LNG carriers available for FSRU conversion
Newbuild FSRU firm order
Golar has a long history operating these vessels
Tailor-made FSRU conversions
Near term delivery of newbuild FSRU
Low cost execution model
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Golar LNG: Vooruitzicht Focus on leveraging LNG carriers and FSRU positions
First priority is high value term employment
31.7.2013 - FSRU time charter contract with Jordanian government (10 years)
4.8.2013 - FSRU time charter contract with Kuwait National Petroleum Company (5 years)
New opportunities in North America (USA/Panama Canal)
Able to withstand fluctuating day rates thanks to size
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Kerncijfers
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Kerncijfers
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Kerncijfers
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Kerncijfers
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Golar Industry Average
Mkt cap 3.06B 885.5B
P/E 3.24 .10
Div/yield 4.80% 3.98%
EPS 11.71 -
Beta 1.59 1.28
Debt Ratio 21% -
Kerncijfers