Technical Challenges and Solutions on Natural Gas Development in Malaysia

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Technical Challenges and Solutions on Natural Gas Development in Malaysia Dr Nasir Haji Darman / Abd Rahman B Harun / CARIGALI The petroleum Policy and Management (PPM) Project 4 th Workshop of the China Sichuan Basin Case Study Beijing 30 May 3 June 2006 2006 PETROLIAM NASIONAL BERHAD () All rights reserved. No part of this document may be reproduced, stored in a retrieval system or transmitted in any form or by any means (electronic, mechanical, photocopying, recording or otherwise) without the permission of the copyright owner. 1 Corporate Agenda as the driving force Global Championship Core pillars Triple + elements Integrated Asian Gas and Global LNG Corporate Agenda Capabilitydriven global E&P Leadership development Capability building Superior performing downstream Mindset and behavior change aspires to become one of the global champions Both Integrated Asian Gas and Global LNG (Demand) and Capability Driven Global E&P (Supply) of natural gas are the two core pillars of activities Supplemented by strengthening soft issues i.e. Leadership, capability and mindset 2

: Custodian of Malaysian Oil and Gas Resources Petroleum Management Unit (PMU) A distinctive resource owner and manager, maximizing value of Malaysia s hydrocarbon resources Attract Attract exploration exploration investments investments Optimize Optimize Malaysian Malaysian E&P E&P Assets Assets Facilitates Facilitates development development & prod. prod. Monitor Monitor all all E&P E&P companies companies Reliable gas supplier for domestic power and petrochemicals Integrated ASEAN gas and Global LNG player 3 Malaysian Crude and Gas Production Reserves, Tscf 100.000 90.000 80.000 70.000 60.000 50.000 40.000 30.000 20.000 10.000 0.000 Malaysian Historical Natural Gas Trend 1970 1972 1974 1976 1978 1980 1982 1984 1986 1988 1990 1992 1994 1996 1998 2000 2002 2004 2.500 2.000 1.500 1.000 0.500 0.000 Production, Tscf Reserves Production Current reserves is in plateau stage Gas supply is critical to PGU and MLNG Our target is to have a minimum of 100% replacement ratio At current production rate, our reserves life is 33 years 4

continues to strengthen ASEAN energy security Malaysia-Thailand JDA came on stream and gas is linked to existing PGU gas pipelines Securing new customers in Singapore with supply coming from PGU network The Thailand-Malaysia-Singapore linkages will further enhances Trans-ASEAN Gas Pipeline System with Malaysia as the core Integrated LNG facilities supported by world largest fleet of carriers supplies 21% of global LNG demand 3 rd largest LNG producer supported by world s largest fleet of LNG carriers ensuring credible and reliable supply for ASEAN and North Asia markets 5 For the purpose of this workshop: we will discuss two major scenarios on natural gas development in Malaysia Natural Gas Development in Malaysia High CO2 stranded gas development Low permeability gas development 6

Maps of Malaysia THAILAND Kerteh BRUNEI SABAH KUALA LUMPUR SARAWAK Kerteh SINGAPORE KALIMANTAN 7 Malaysian Natural Gas: High CO2 Field Potential Region No of Fields EUR Net of (Tscf) Volume (Tscf) Peninsular 10 3.64 3.06 Sabah 0 0 0 Sarawak 5 9.56 24.26 Total 15 13.20 27.32 Peninsular Average CO2 and Hydrocarbon Gas Fraction Sarawak Average CO2 and Hydrocarbon Gas Fraction HC Gas 28% CO2 46% HC Gas 54% Over 13 Tscf of hydrocarbon gas remains undeveloped in high fields CO2 72% The individual field content ranges from 28% to 87% 8

Summary of High Gas Fields Peninsular Malaysia Holder Field Total EUR (TSCF) EUR Net of (TSCF) Content Volume (TSCF) Bujang Sepat Noring 1.47 1.20 0.58 0.5 0.48 0.23 66% 60% 60% 0.97 0.72 0.35 75% of CO2 and above 25%-49% of CO2 Inas 1.04 0.42 60% 0.62 Tangga Barat 0.33 0.22 32% 0.11 PCSB Ular 0.14 0.07 50% 0.07 PCSB Gajah 0.12 0.06 50% 0.06 PCSB Bergading 1.36 0.82 40% 0.54 PCSB Beranang 0.08 0.06 28% 0.02 EMEPMI Palas NAG 0.38 0.2 46% 0.18 TOTAL 6.70 3.06 3.64 Sarawak Holder K5 Field Total EUR (TSCF) 25.65 EUR Net of (TSCF) 7.70 Content 70% Volume (TSCF) 17.95 50%-74% of CO2 J5 5.37 0.70 87% 4.67 J1 1.43 0.59 59% 0.84 T3 1.04 0.39 62% 0.65 TOTAL Tenggiri Mrn. 0.33 33.82 0.18 9.56 47% 0.15 24.26 9 High Gas Fields in PM313 cluster identified as potential contributor for the requirement in Peninsular Malaysia VI ETNAM Malaysia / Thailand Joint Development Area PM3 Commercial Arrangement Area PM 313 PM301 PM302 PM 313 PM318 PM323 PM312 Sepat Laho PM314 Inas Melor PENINSULAR MALAYSIA PM307 PM309 PM305 Guling Bujang Tangga PM308 Tangga Barat CO2 volume about 3.0 TSCF 10

High Gas Fields in South West Luconia cluster identified as potential contributor for the requirement in Sarawak South West Luconia Fields ND1 ND2 ND3 K4 F 2A 2B 2C 2D B E T3 TENGGIRI MARINE K5 J1 A3 SELAR MARINE J5 Pulau Subi Besar SK301 SK302 TENGGIRI MARINE T3 SK303 K5 J1 SK313 K4 A3 SELAR MARINE J5 SK306 SK312 SK315 SK305 SK308 SK311 SK331 SK310 SK309 SK309 BRUN SK 307 SK333 SK332 GIIP TSCF EUR TSCF TSCF EUR NET OF TSCF SK304 SARAWAK 43.2 33.8 24.3 9.6 11 There are multiple issues and challenges facing the development of high CO2 gas fields High CO2 content. Up to 85% Technology not fully ready to deal with very high CO2 content coupled with very high flow rate Large footprint and exotic materials leads to astronomical capital expenses Kyoto protocol becoming legally binding Massive CO2 by products from field production Meeting EOR requirement FIELD APPRAISAL DEVELOPMENT OPTION SEPARATION TRANSPORT DISPOSAL & USAGE Economic outlook for field development alone may not be favorable hence the need for holistic approach Optimal development solution need to balance between time to meet gas demand and most economic development option High pipeline cost due to tolerance for Users and/or disposal locations scattered and far from production area 12

Key challenges of developing high fields and synergies development with EOR (1) Supply and Demand synergies Demand from EOR is rather limited in volume and timescale Supply from high fields is highly dependent on downstream requirement. For example, for PGU the requirement is more for C 2 (ethane) rich hydrocarbon, therefore the development priority of high fields with low C 2 is lower in gas planning In certain cases, the amount of to be produce is more than what EOR is required therefore geological sequestration might be required During production, the production of hydrocarbon take the highest priority than, therefore blending option is more favourable than separation Location The requirement of for EOR is scattered over various fields, and high fields is located further away from these fields. For example, the location of BDO EOR fields is more than 200km away from source in Sarawak 13 Key challenges of developing high fields and synergies development with EOR (2) Economic Return (Value of and Hydrocarbon) Cost of developing high CO2 field is much more higher than the normal gas field development High power requirement and compression ratio will added more cost to already marginal economics of high fields Separation Technology Current separation technology is more suitable for onshore plant rather than offshore platform. These technology (Absorption, Adsorption, Cryogenic, Membrane) either required large amount of real estate or higher power requirement Technology like membrane has shown positive development for offshore usage, however, the CAPEX and the OPEX of these technology is still high Uncertainty of contents Many of high fields were drilled in the 70 s and 80 s, where emphasis for the CO2 testing is low. These has resulted in unreliable data for contents. 14

Holistic economic approach can be adopted, provided heavy EOR investment into these field development Current high fields development planning is geared toward production of hydrocarbon gas to meet the downstream demand (PGU and MLNG) Due to very marginal economic or uneconomic field development of these fields, the produce will be vented to the atmosphere. This is due to high cost to recover (low outlet pressure from the separation) and high transportation cost Unless if we could put value for production, venting will be the option to develop these fields. EOR need to invest in CAPEX and OPEX for the real estate required on the platform and all the facilities need to bring the from the separation outlet to the EOR fields 15 Summary of the Way Forward and Solutions To develop high gas fields To implement EOR ( ) To find means of usage To find means of usage To separate from gas To separate from gas To find large supply To find large supply To find high purity To find high purity Synergistic approach Integrated area development plan Add natural gas reserves Add natural gas reserves Add crude oil reserves Add crude oil reserves 16

Triple Plus Tackling the Soft Issues Both high CO2 field development and EOR are still new in Malaysia Triple + is designed to address the 3 main soft issues + Build Institutional Capabilities Permanent EOR outfit Add CO2 portfolio to Small Fields Dept. Encourage & support calculated risk + Build Leaders Created specific technical positions Conduct formal coaching system Deliver superior Business Results Change Mindsets + & Behaviors Positive mindset to high cost development Conduct formal coaching system Behave like a owner 17 Summary and Conclusion Summary Over 13 Tcf of hydrocarbon gas locked in high fields There is a synergy between EOR and high fields Conclusion Collaboration between EOR and CO2 fields development is needed to overcome the challenges Combining EOR and high CO2 fields development can improve economic feasibility An integrated approach is key to the success 18

For the purpose of this workshop: we will discuss two major scenarios on natural gas development in Malaysia Natural Gas Development in Malaysia High CO2 stranded gas development Low permeability gas development 19 Angsi Field Location Map 166 km offshore Terengganu (east coast of Peninsular Malaysia) Operated by CARIGALI SDN BHD 20

Angsi Field Overview Net thickness of 10 90 feet. Condensate gas ratio is about 25 to 100 stb / mmscf 21 Objectives of the initiatives 22

The motivations.. 23 The statistics.. Continuous effort to capture lesson learnt from early wells lead to significant improvement / optimization of subsequent treatment. 24

The challenges.. 25 The results.. First time in Malaysia with full of lesson learnt and open up opportunity to develop other tight gas reservoir in Malaysia or other part of the world where operates. The treatment contributes to 50 to 60 percent of total gas production in the field, which initially sub-economic to be developed. Contributes to adding gas reserves of about 0.5 Tscf from K reservoirs of Angsi field alone. 26

Further readings. SPE 84395 SPE 54335 4 th Expert visit PPM Case Study, China (CCOP web page) 27 THANK YOU 28