Hidrocarburos No Convencionales Una Breve Mirada Global

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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
Copyright © 2010, Drillinginfo, Inc. All rights reserved. All
brand names and trademarks are the properties of their
respective companies.
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
Copyright © 2010, Drillinginfo, Inc. All rights reserved. All
brand names and trademarks are the properties of their
respective companies.
Alta
Estimación
RECUPERABLES
COMERCIAL
RESERVAS
SUB –
COMERCIAL
DESCUBIERTAS
RESERVAS IN SITU
PRODUCCIÓN
Precios GNL Spot, Junio de 2008 y Junio de 2010
(US$/MMBTU)
!
Fuente: Gas Energy con información de la FERC.
Copyright © 2010, Drillinginfo, Inc. All rights reserved. All
brand names and trademarks are the properties of their
respective companies.
Precios de Petróleo y Gas Natural* (US$/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
respective companies.
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
respective companies.
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
respective companies.
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).
Copyright © 2010, Drillinginfo, Inc. All rights reserved. All
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).
Copyright © 2010, Drillinginfo, Inc. All rights reserved. All
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.
Copyright © 2010, Drillinginfo, Inc. All rights reserved. All
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.
Copyright © 2010, Drillinginfo, Inc. All rights reserved. All
brand names and trademarks are the properties of their
respective companies.
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