Hidrocarburos No Convencionales Una Breve Mirada Global

Hidrocarburos No Convencionales
Una Breve Mirada Global
Allen Gilmer, Chairman, CEO
Alvaro Rios Roca, Director Global Unconventionals
Global E&P Information and Intelligence
Unconventional by Design
Mapa de Recursos No Convencionales en el Mundo
!
Fuente: Lambert Energy Advisory
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Recursos y Reservas
P1
Probadas
P2
Probables
P3
Posibles
RECURSOS
CONTINGENTES
C1
C2
C3
NO DESCUBIERTAS
IRRECUPERABLE
Fuente: Lambert Energy Advisory
RECURSOS
POTENCIALES
Baja
Estimación
Mejor
Estimación
IRRECUPERABLE
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Alta
Estimación
RECUPERABLES
COMERCIAL
RESERVAS
SUB –
COMERCIAL
DESCUBIERTAS
RESERVAS IN SITU
PRODUCCIÓN
Precios GNL Spot, Junio de 2008 y Junio de 2010
(US$/MMBTU)
!
Fuente: Gas Energy con información de la FERC.
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brand names and trademarks are the properties of their
respective companies.
Precios de Petróleo y Gas Natural* (US$/MMBTU)
* A mayo de 2010. Fuente: US - EIA (2010).
Fuente: Información EIA y Elaboración Gas Energy
.
Copyright © 2010, Drillinginfo, Inc. All rights reserved. All
brand names and trademarks are the properties of their
respective companies.
Balance Global de GNL: 2008- 2015 (en BCM)
Fuente: Gas Energy con información de AIE (2009), NG Stream (2009) y Jensen (2009).
Copyright © 2010, Drillinginfo, Inc. All rights reserved. All
brand names and trademarks are the properties of their
respective companies.
Pirámide los Recursos de Gas Natural
Fuente: Gas Energy a partir AIE – WEO (2009).
Copyright © 2010, Drillinginfo, Inc. All rights reserved. All
brand names and trademarks are the properties of their
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Recursos in Situ de Gas no Convencional por Regiones
(TMC)
Fuente: Gas Energy a partir de AIE – WEO (2009).
Copyright © 2010, Drillinginfo, Inc. All rights reserved. All
brand names and trademarks are the properties of their
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Distribución de los Recursos de Gas natural In Situ por
Regiones
Gas no convencional (921 TMC)
Resto del
Mundo
18%
Medio
Oriente y
Noráfrica
10%
Rusia y Ex Unión
Soviética
17%
Norte América
25%
Gas Convencional (470 TMC)
Resto del
Mundo
39%
Medio
Oriente
29%
Rusia y
Europa del
Este
32%
Asia Pacífico
30%
Fuente: Gas Energy a partir de AIE (2009)
Copyright © 2010, Drillinginfo, Inc. All rights reserved. All
brand names and trademarks are the properties of their
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Recursos de Gas no Convencional en el Mundo
Fuente: Gas Energy apartir de AIE – WEO (2009)
Copyright © 2010, Drillinginfo, Inc. All rights reserved. All
brand names and trademarks are the properties of their
respective companies.
Curva de oferta global de gas natural
Fuente: Gas Energy a partir de AIE – WEO (2009).
Copyright © 2010, Drillinginfo, Inc. All rights reserved. All
brand names and trademarks are the properties of their
respective companies.
Costos de Produccion 2009
Fuente: Gas Energy a partir de AIE – WEO (2009).
Copyright © 2010, Drillinginfo, Inc. All rights reserved. All
brand names and trademarks are the properties of their
respective companies.
Curva de oferta global de gas natural
Fuente: Gas Energy a partir de AIE – WEO (2009).
Copyright © 2010, Drillinginfo, Inc. All rights reserved. All
brand names and trademarks are the properties of their
respective companies.
Multimillonarias Inversiones e ID
Fuente: Gas Energy a partir de AIE – WEO (2009).
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brand names and trademarks are the properties of their
respective companies.
Gas No Convencional Australia y Europa
Cuencas de CBM en Australia
Recursos Gas No Convencional en Europa
EXXON MOBIL, CONOCO PHILLIPS, MARATHON,
TALISMAN, CHEVRON ESTAN DISPUTANDO
CONCESIONES E INVIRTIENDO EN FUTURA
EXPLOTACION EN POLONIA
POLONIA, AUSTRIA,
SUECIA Y MAR DEL NORTE
Fuente: Gas Energy a partir de AIE – WEO (2009).
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brand names and trademarks are the properties of their
respective companies.
Gas No Convencional China e India
CUENCA SICHUAN
Desarrollo conjunto
Shell y PetroChina.
CUENCA KRISHNA GODAVARI
DEMANDA INDIA
CRECE A 5% ANUAL.
LICENCIAS
GUBERNAMENTALES
NO INCLUYEN
RECUROS SHALE.
DEMANDA CHINA
CRECERÁ A 5.5%
ANUAL HASTA 2030.
GNL (AUSTRALIA Y
QATAR) Y
GASODUCTOS PARA
COMPLEMENTAR
OFERTA LOCAL.
Fuente: IEA (2009); Petroleum Economist.
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brand names and trademarks are the properties of their
respective companies.
Recursos Gas No Convencional en Sudamérica
CBM y Shale Gas
Oil y Gas Shale
Tight y Shale Gas
Drilling Info Inc.
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