Midstream & Downstream Gas & LNG

AWR Lloyd is a leading strategic, financial and commercial advisor to gas and LNG players in Asia. Our clients have included large corporations such as Petronas, Apico, Australia LNG, British Gas, Power Seraya and Sojitz as well as government authorities.

AWR Lloyd has conducted multiple downstream studies on the LNG markets of Thailand, Vietnam, China, Singapore, Korea and Malaysia as well as global studies. Our analysis focuses on regional demand, supply and prices but also includes regulatory assessment, value chain analysis, technical and economic modeling of the gas value chain, logistics analysis and on-the-ground due diligence.

For example, when a Southeast Asian gas utility was reviewing development of a receiving terminal and importation of LNG, AWR Lloyd was asked to undertake a review of supply options and tariff scenarios for the terminal and pipelines and forecast the end user domestic gas price. The study reviewed the current status of the LNG market, supply options for contracts commencing between 2015-2020, likely pricing, a review of key contracting terms, shipping considerations, a model of the receiving terminal and a determination of tariffs along each link of the onshore value chain culminating in an outlook for retail prices.

AWR Lloyd was retained by a US oil major to undertake negotiations with PTTEP regarding a 20-year gas supply agreement after assessing the gas and power sector in Thailand. A Thailand LNG market study was conducted for an Asia-Pacific oil and gas group to assess market credit risks and help them position themselves for LNG sales in Thailand. Our team advised the Thai government on domestic gas policy to help reform the industry.

We advised three Singaporean incumbents on the strategic and commercial impact on their business of the entry of LNG into the Singaporean market. In Malaysia, we provided a group with gas monetization options which led to negotiations with Petronas. In Vietnam, we conducted a study for PV Gas, the state-owned monopoly. We have also performed a number of LNG market studies in Northern Asia providing our clients with an overview of the global LNG market with forecasts of demand and supply.