New LNG playerswhat and why and ...

Rudolf HuberGuru

Kuala Lumpur – March 2013

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For half a century

LNG players looked very similar

theywere

big

did not worry about

competition

often did not have a choice

LNG was a complex cousin of Natural Gas

and Natural Gas was a

poor cousin of oil

Now

Natural Gas gets prominent

because oil gets real

and is still very dirty

LNG becomes a

fuel

replacing allmighty

Now

it‘s not LNG because you have to

it‘s LNG because you want to

as new players pop up

LNG still looks like a Black Art

not for the ordinary

but the last 10 years were exciting

as the business starts to

change

it is not smooth

new players come

andsometimes

go

they

mimick old players

bad idea

as the old world

only works under special conditions

which are wiltering

who are the new guys

the world finds out something cool

anyone can do

LNG

if he observes the rules

Message to producers

make things others want

make them cheap enough

make them good

be nice to your customer

Message to

serviceproviders

do what you promised to do

keep costs low

be nice to customers

Message to the buyer

get your supply lines working

be nice to your

customer

LNG has been monopoly business

and now becomes real

business

everything else is fireworks

When are you going

LNG

?

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