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.