Hydrocarbon Infrastructure - Bauer College of Business · NA Nat Gas Supply Solutions circa 2015...
Transcript of Hydrocarbon Infrastructure - Bauer College of Business · NA Nat Gas Supply Solutions circa 2015...
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NA Crude Supply Solutions circa 2005
ANS
Cushing
IMPORTS
IMPORTS
IMPORTS
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LNG DW GOM
Alaska/Beaufort
Onshore
NA Nat Gas Supply Solutions circa 2005
E. Canada
West LNG
Alberta
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The Game Changer: Shale
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US Hydrocarbon Production Growth 2005-2014
RBN Energy LLC
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Brent-WTI Spread weekly continuation Nov 2010 –3/3/15
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WTI Crude/Henry Hub Nat.Gas monthly continuation 1991 – 3/3/25
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NA Crude Supply Solutions circa 2015
RAIL
WB GOM to EC
ANS
CAN EXPORT
GOM EXPORTS Crude & Products
CAN EXPORT
Imports
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NA Nat Gas Supply Solutions circa 2015
LNG
LNG
Marcellus
Export
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Hydrocarbon Infrastructure
Transportation to Domestic Market
Transformation from Natural State
Export Facilities
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Transport to Market
highest to lowest cost per unit
Truck
Rail
Inland Barge
Pipeline
Ocean Freight
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Transformation from Natural State
Gas Processing Plants (NGLs)
NGLs Splitters
Distillation of Condensate/Crude pre Refinery
Refining to Intermediate Products
Refining to Finished Products
Gas to Liquids (LNG, Chemical, Fuel)
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Impediments to Infrastructure Development
Environmental
Public Perception
Regulatory
Economic
Business Models
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Citi
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Marcellus/Utica Pipeline Market Areas
RBN Energy LLC
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Pipelines to Market
RBN Energy llc
South via Atlantic Total 7.725 bcf/d
Canada Total 1.178 bcf/d
East Total 5.802 bcf/d
Midwest via Ohio Total 5.255 bcf/d
Gulf via Ohio Total 8.226 bcf/d
Grand Total 28.186 bcf/d
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Market Cycles
High Differentials
Low Differentials
Build Infrastructure
(Pipelines, Barges, Rail, etc)
Increasing Supply
and Demand
Kevin Bass, BP
2001