NGLStrategy. Company Introduction

Transcription

1 NGLStrategy Company Introduction

2 ABOUT US NGLStrategy has been formed to occupy a unique position in the gas liquids consultancy services. In a world that is flooded with information, our aim is to provide a high level bird s eye view of the key factors and market determinants in the gas liquids sector, based on rigorous analysis and modelling. From this platform, we aim to provide strategic advice that is company-specific rather than generalized. NGLStrategy puts great emphasis on analysing the inter-relation between costs, production and logistics as well as between economics and demand. With the increasing influence of petrochemicals on gas liquids markets, NGLStrategy can draw on a depth of understanding of petrochemical supply/demand, pricing and economics and how this impacts on gas liquids demand and pricing. NGLStrategy takes a global view of markets, backed by a thorough knowledge of local situations, and establishes the relationships between regional LPG supply/demand and prices relationships that underpin its forecasting of LPG prices. The company has an unparalleled comprehension of international gas shipping markets, covering both gas liquids and petchem gases seaborne trade and analysing and forecasting shipping rates. NGLStrategy personnel have over 100 years of combined experience in gas liquids and petrochemicals. Our expertise spans commercial, corporate planning, strategy, shipping, trading, plant economics, price forecasting and analytics.

3 Methodology External Factors Supply Demand Market Factors OIL & GAS PRICES, S/D & Production Upstream supply outlook - Conventional & unconventional, associated & non-associated and refinery output Retail Retail demand analysis - including residential/commercial, agricultural, small bulk industrial and autogas demand PETCHEM, TRADE, RETAIL & SHIPPING SOCIO-POLITICAL FACTORS AND EFFECTS GLOBAL MACRO Inventory Inventory levels based on supply/demand country balances Transportation Assessments of all transportation means with particular expertise in seaborne transportation Trade "Estimation of global trade based on country s/d balances & NGLS proprietary models and understanding " Large Bulk Large bulk demand analysisincluding steam creacking, PDH/nBDH/iBDH & other petchem, refinery applications and large bulk industrial including powen gen & spiking REGIONAL MARGINAL NGLS INSIGHTS ARB PRODUCT COMPETITION GOVERNMENT INTERVENTION Imports Global S/D Balance Derivation of global supply/demand balances and identification of market trends Exports MARKET FUNDAMENTALS Global Pricing Global price outlook based on the underline supply/demand balances and NGLS proprietary modeling using all the external and market factors in the methodology NGLS Approach NGLS aim is to provide decision makers with high quality information, services and strategies based on the best available market knowledge and understanding. To succeed in delivering this, our approach includes: Gather high quality public and derived data Use our proprietary models and analytics functions to efficiently rationalize the gathered data Study, analyze and interpret the raw and derived data and model results through the experience of the core and extended team of experts Define the best practices through the lenses of market understanding and the team s industry experience Provide the insights to clients in a concise way, presenting the key findings and pinpointing the risks that could affect the interpretations.

4 NGLS Approach HIGH QUALITY PUBLIC AND DERIVED DATA RATIONALIZE THE DATA THROUGH NGLS PROPRIETARY MODELS AND ANALYTICAL FUNCTIONS STUDY, ANALYZE AND INTERPRET RESULTS USING MARKET AND INDUSTRY EXPERIENCE DEFINE BEST PRACTICES THROUGH THE NGLS TEAM EXPERIENCE PROVIDE INSIGHTS IN A CLEAR AND CONCISE WAY EMPHASIZE KEY FACTORS AND RATIONALE THAT CAN IMPACT THE RESULTS NGLS Expertise NGLS expertise covers the international NGL space and the whole spectrum of the NGL chain. Market Expertise Our market expertise is dedicated to: LPG (Propane, nbutane & ibutane) Ethane Olefins (Ethylene, propylene, butadiene) and their feedstocks Global petchem gases trade Pentanes plus & Condensate not in the core offerings but available upon request Market Expertise PRODUCTION GLOBAL ETHANE, PROPANE AND BUTANE PRODUCTION BY COUNTRY ASSOCIATED & NON ASSOCIATED, SHALE & TIGHT OIL, REFINERY & GAS PLANT TRADE DETAILED UNDERSTANDING OF GLOBAL TRADE AND TRADING PATTERNS FOR LPG (PROPANE & BUTANE), ETHANE AND OLEFINS DEMAND GLOBAL ETHANE, PROPANE AND BUTANE PRODUCTION BY COUNTRY ASSOCIATED & NON ASSOCIATED, SHALE & TIGHT OIL, REFINERY & GAS PLANT LARGE BULK (PETCHEM, REFINERY AND INDUSTRIAL APPLICATIONS) SHIPPING EXPERTISE IN ALL SEGMENTS OF GAS SHIPPING WITH A WIDE RANGE OF AND SUPPLY/DEMAND TOOLS AND FORECASTS PETCHEMS COMPREHENSIVE KNOWLEDGE OF ETHYLENE AND PROPYLENE SUPPLY / DEMAND, FEEDSTOCKS AND, AND PETCHEM GAS TRADE.

5 SERVICES Consulting We are offering a full range of NGL consulting services, including (among others): Identifying LPG market opportunities Customized NGL market studies Gas liquids price forecasting Gas shipping supply/demand and rate forecasts Shipping market opportunities gas liquids and petchem gases Global petrochemical feedstock analysis Investment project reviews and appraisals Due diligence on NGL projects LPG market/infrastructure feasibility studies Corporate and business planning advisory Customized NGL market and trading strategies Economic analysis studies supply/demand/trading/shipping/petchem feedstocks Commercial Advice Our team has been involved in numerous NGL commercial projects and our expertise covers the international NGL space and the whole spectrum of the NGL chain. Examples of commercial advisory: Commercial project advisory Identifying commercial opportunities Basis for new contracts Customized commercial advisory on companies regarding their NGL operations Support to companies investment decision making infrastructure/shipping/petchem/downstream

6 Market Insights Our analysis covers a wide range of NGL related topics, which include amongst others: The trends behind the numbers supply/demand and pricing on a global basis Early warning signs/anticipating change key factors to monitor Global trade balances and analysis Market fundamentals Training Workshops Our experienced personnel can help your company to build up its NGL knowledge and understanding, using one of the following workshops/training classes: From introduction to the NGLs business, to specialised workshops on company-chosen specific issues. NGL introductory workshops Company NGL market training Specialized/customized workshops based on company requirements Multiclient Products NGLS aims to provide clients with its views on topical issues, and, when appropriate, will publish executive style multi-client reports on these issues. Reports will give comprehensive analysis of the past and highlight future developments such as: Product supply/demand, prices and shipping supply/demand rates Ethane, LPG, petchem gases Retainer Agreements Retainer agreements will consist of tailor-made packages chosen by clients for their maximum benefit. These can include: Periodic in-house presentations that provide a platform for generating ideas and forming strategies Regular (e.g. quarterly) reports on the development of key market and economic factors Dedicated response time to answer queries as they occur Include the final version of the schematic below Retainer Packages Company Support Consulting / Analytics Advisory IN-HOUSE PRESENTATIONS REPORTS / STUDIES STRATEGIES MARKET PRESENTATIONS ANALYTICS COMMERCIAL ADVISORY SPECIAL TOPIC PRESENTATIONS (UPON REQUEST) TRAINING INVESTMENT ANALYSIS 1ON1 COMMUNICATION CONSULTING PROJECT WORK DEDICATED TIME DEDICATED TIME

7 Global Partners Contacts MICHAEL PANAS Managing Consultant Cell: mpanas@nglstrategy.com PETER MANNING Senior Consultant Cell: + 44 (0) pmanning@nglstrategy.com JAMES T. (JIM) WEBSTER Executive Advisor Cell: jtwebster@nglstrategy.com PAOLA SHERWILL Commercial Advisor psherwill@nglstrategy.com P.O. Box 37209, Houston TX, USA info@nglstrategy.com

8 P.O. Box 37209, Houston TX, USA