LNG for transport: Shipbroker s perspective

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Energy & Consulting LNG for transport: Shipbroker s perspective by: Alessandro Callio GNL PER I TRASPORTI Roma 11 Aprile 2013 Prima Conferenza Nazionale : Italia - Mediterraneo

Indice LNG Market and maritime routes Shipping technologies LNG Carriers fleet and orderbook LNG Bunkering Tanker LNG Bunkering Project and LNG Ferry LNG Bunkering Station project Conclusion

LNG Market 103 LNG increases 13% per year Fonte: Exxonmobil LNG world-wide trading in the 2011: 243 mmtpa (million of tons/year) Export 2011: Atlantic & Pacific area supply about 50% of global production Import 2011: Asia 63% Europe 27% North America 5%

LNG Maritime transportation was regional 45 15 120 Algeria Middle East Trinidad W.Africa S.E.Asia Gmc/a Markets LNG Pipe Australia Source : BG Markets separation due to contractual restriction, high transportation costs and geographic market distictions

LNG Maritime transportation is today world-wide Scenario al 2010+ Norway Russia Marginal volumes? Algeria Egypt Middle East Trinidad W.Africa S.E.Asia Markets Bolivia Australia LNG Pipe Source : BG Market trend is world-wide, as per oil market: - LNG production increases specially in Middle East, Australia and West Africa - Contract flexibility - Transportation costs reduction

Shipping technologies Membrane Tanks Spherical Tanks Membrane Tanks \ Prismatic Doble Hull Steel Membrane (double layer) Tanks merged to the hull Cargo limitation Not internal uniform pressure Minor investment costs 10/20% Spherical Tanks Doble Hull Alluminium Self supported tanks not merged to the hull minor solicitation Full cargo Uniform internal pressure Limitation of gas waste for evaporation

LNG Carriers 2004 Membrane prismatic tanks LOA 285 m. - capacity 138.000 cbm 2004 Spherical tanks - LOA 290 m. - capacity 140.000 cbm

LNG Carriers Size Methane Princess & Methane Progress Built in 1964-27.400 cbm of capacity, first units built for loading LNG Conventional 100.000 \ 160.000 cbm Q-Flex 217.000 cbm Super Flex 240.000 cbm Q-Max 260.000 cbm Med-Max 50.000 \ 75.000 cbm Small LNG\C 10.000 \ 40.000 cbm Bunkering LNG Carrier 2.000 \ 10.000 cbm

LNG Carriers fleet Fleet: 371 units 2012 increase the capacity fleet of 20% during 2013 is expecting a overcapacity 2013 : 20 NB units to be delivered, 2014-32 units, 2015-16 units, 2016-2 units Price for a Conventional LNG Carrier about Usd 200\210 Milioni

LNG Bunkering Tanker Size Trading in Far East \ North Europe close to Small Import \ Export LNG Plans New building Small LNG Carrier from 4.000 to 16.000 \ 30.000 cbm as LNG Bunkering Tanker or for loading LPG Ethylene so flexibility in commodities transportation

LNG Carries Small Size Italian Project Naval project and construction with italian Know How Possibility to construct a LNG Carrier in Italy

LNG Tanker Supply Trading Owner: Anthony Veder, NL (design and gas plant supplied by TGE) BOG Boil-off gas for propulsion Electrical propultion (Gas, HFO) Project: Coastal transport in Norway - LNG to be used as fuel - HFO to be used as fuel for transportation of other cargoes

Small LNG carrier at export terminal 19 May 2010 Coral Methane loading at Zeebrugge First loading of a Small LNG Carrier at a large import terminal

LNG Bunkering Tanker for transhipment Requirements for futures operations: Small LNG Carrier of 4.000 \ 7.500 \ 16.000 \ 30.000 cbm High loading rates due to tight time schedule Large total ammount of LNG for large vessels Bunkering during cargo operation

E.U. LNG Bunkering Project - Durkirk Feasibility study : - European Union Euros 1. 5 million - Scope LNG Bunkering Station Port of Durkirk Small LNG Tanker for Ferry (intermodal transportation Trucks \ Trains) The LNG Bunkering Station is close to a Import LNG Terminal in costruction There is a feasibility study for connecting the france railway network to the Ferriers port All Ferries from \ to U.K. will be fitted with LNG as fuel

Viking Grace LNG Ferry Shipowner: Viking Line - Finland : 1. 218 m. di LOA 2.800\880 pass\cab 2. M/E Wartsila 4 x 8L50DF Dual Fuel 3. 1.000 m.lin. Cars\1.275 m.lin. trucks 4. Cost USD 320 Million STX Finland The ferry is trading between Stoccolma and Turku-Mariehamn\Lanhnas Finland, Viking Grace can be supplied by LNG Bunkering Tankers and\or Trucks Advantages: LNG Ferry Reduction emissions of CO 2 Supply via trucks and via LNG Bunkering Tanker Disadvantages: LNG Ferry Construction costs LNG Bunkering Station LNG Bunker Distributors

Propulsion technologies The new propultion technologies will reduce the transportation costs Tradizional system Turbine Steam Turbine: HFO New propulsion Dual fuel Fuel: TFDE: Tri Fuel Diesel Electric DFDE: Dual Fuel Diesel Electric SSDR: Marien Diesel Oil + Gas as fuel TV-DF: Propultion performance 38-40% Advantages Dual Fuel: 28-30% Increase in performance ofl 40% Reduction of specific fuel consumption of 30% Reduction by 30% of CO 2 emissions Reduction of 50% of NO x emissions

Develop LNG Bunkering Tanker Market LNG Bunkering Stations are focusing in North Europe, Mar Baltic and English channel, as per EU and IMO s Marine Environment Protection Committe (MEPC) Sulphur Directive from 2015 with the introduction of 0,1% S max Advantages for Ferries Owners and Owners with vessels with conventional routes as there is the possibility to construct a LNG Bunkering Station close to the ports of loading or unloading, more difficult for tramps Owners as they are not following conventional routes so very hard for supplying LNG as fuel The technologies, for reaching the targets requested by EU and IMO s Marine Environment Protection Committe (MEPC), are still too expensive and with a Shipping market that currently be suffering from 2008 most of the Owners cannot comply the regulation

Conclusion LNG Market increases approximately 13% per year LNG transportation from 2001 to 2012, thanks technology development and higher investments, has increased the transportation capacity by 70% LNG Carriers new building on delivery in 2012 are fully fixed, there are a considerable number of options of LNG Carriers for delivery 2013\2014 Sellers\Producers are also waking up to the fact that they can earn more from spot market and beginning to move the LNG themself LNG spot market is expected to be in 2020 about 30-40% of the world-wide market

GNL Shipping - Midstream Sector Thanks Energy & Consulting