March 28~29, 2012- Yangon, Myanmar

Outline
Introduction

Gas Production History of Myannmar

Demand & Supply

Gas Pipeline Grid

Gas Pricing

Demand Forecast

Natural Gas Resources in Myanmar

Supply and Demand Scenario 1 (Base Case)

Supply and Demand Scenario 2 (Normal Case)

Supply and Demand Scenario 3 (High Case)

Conclusion
Introduction

Shares of Energy Sources in World Primary Energy Demand

World Energy Outlook 2011

OIL

COAL

GAS

BIOMASS

NUCLEAR
HYDRO
Gas Production History of Myanmar

Daily Average Production (million cubic feet per day)

Budget Year Onshore Production Offshore Production Total

2001-2002 119 682 800
2002-2003 122 854 976
2003-2004 137 879 1016
2004-2005 143 1025 1168
2005-2006 135 1064 1199
2006-2007 122 1140 1261
2007-2008 96 1207 1303
2008-2009 108 1003 1111
2009-2010 79 1125 1204
2010-2011 61 1173 1234
2011-2012 65 1246 1311
Gas Production History of Myanmar
Gas Production History of Myanmar

Out of 1.31 billion cuft per day produced, 1041 mmcfd is exported to Thailand
and the remaining 270 mmcfd is used in various domestic sectors.
Demand & Supply
Demand & Supply
Demand & Supply
Gas Infrastructure
Demand Forecast

30 Years Gas Demand Forecast

(2000-2001 to 2030-31)
1600

1500 High Case

1400

1300
Normal Case
1200
Current Trend
1100
Daily MMSCF

1000

900

800 Base Case

700

600

500 550

400

300

200
2000-01 2005-06 2010-11 2015-16 2020-21 2025-26 2030-31
Year
Natural Gas Resources in Myanmar

MYANMAR ONSHORE GAS RESERVES/ RESOURCES

Gas (IGIP) (TCF) Cumulative

Sr. No. Basin Probable+ Production
Proved Total (TCF)
Possible

1 CHINDWIN BASIN 0.011 1.394 1.405 -

2 CENTRAL MYANMAR 0.839 1.851 2.689 0.589

3 PYAY EMBAYMENT 0.484 1.954 2.438 0.303

4 AYEYARWADY DELTA BASIN 1.049 0.377 1.426 0.597

5 BAGO YOMA BASIN 0.029 1.418 1.447 0.002

TOTAL 2.411 6.994 9.405 1.492

Natural Gas Resources in Myanmar

MYANMAR OFFSHORE GAS RESERVES/ RESOURCES

Gas (IGIP) (TCF)
Oil
Sr. Field
Company Block Probable (IOIP) Remark
No. Prospect
Proved + Total (MMBL)
Possible
1 Total M-5 Yadana 6.690 - 6.690 Certified by DMN
M-5 Badamya 0.515 0.222 0.737 Certified by DMN
M-5 Sein 0.252 0.007 0.259 Certified by DMN
M-5 Others 2.732 2.732 Potential
M-6 0.450 0.450 4.542 By MOGE

Sub-total 7.907 2.961 10.868 4.542

2 Petronas M-12 Yetagun 4.023 0.478 4.501 84.560 Certified by DMN

M-13 YTG(North) 0.143 0.146 0.289 Certified by DMN

M-14 Aungzeya 0.179 - 0.179 1.790 By Premier Oil
M-
Others - 0.620 0.620 Potential
12/13/14
Sub-total 4.345 1.244 5.589 86.350
3 Daewoo A-1 Shwe 2.069 3.351 5.42 Certified by GCA
A-1 Shwe Phyu 0.277 0.895 1.172 Certified by GCA
A-3 Mya 1.023 1.470 2.493 Certified by GCA
A-3 Others - 4.930 4.930 Potential

Sub-total 3.369 10.646 14.015

To page 2 13
Natural Gas Resources in Myanmar

MYANMAR OFFSHORE GAS RESERVES/RESOURCES (Continued)

Gas (IGIP) (TCF)

Cumulative
Sr. Field
Company Block Probable Production Remark
No. Prospect
Proved + Total (TCF)
Possible

4 PTTEP M-3 3CA (North) 0.870 - 0.870 10 By MOGE

M-3 (East) - 4.250 4.250 Potential (PTTEPI)

M-4 - 3.280 3.280 Potential (PTTEPI)

M-7 0.173 4.640 4.813 Potential (PTTEPI)

M-9 3.068 16.581 19.649 Potential (PTTEPI)

M-11 - 9.000 9.000 Potential (PTTEPI)

Sub-total 4.111 37.751 41.862 10

5 M-8 - 4.039 4.039 Potential (NGWE)

CNOOC M-10 0.245 0.104 0.349 - Potential (CNOOC)

Sub-total 0.245 4.143 4.388 -

Total+Petronas+Daewoo+PTTEP+CNOOC 19.732 56.745 76.722 100.892

Note: This resource estimation was based on the available data from 17 known shallow water blocks.
No resource estimation has been done on the rest 8 shallow water blocks and 18 deep water blocks.
Supply and Demand Scenario 1 (Base Case)
Supply and Demand Scenario 2 (Normal Case)
Supply and Demand Scenario 3 (High Case)
Supply and Demand Scenario 3 (High Case)
Supply and Demand Scenario 3 (High Case)
Conclusion

• Natural gas demand is expected to remain high.

• With high-case scenario, the supply eventually meets the

demand at around 2017.

• Exploration focus on natural gas has become a must.

• Recent development in floating LNG plant concept is an

encouragement for offshore natural gas development
including deepwater prospects.

• Today's awareness for domestic requirement is escalating at

an unprecedented great speed.

• "More Gas, More Industries, More Economic Development,

and More Wealth."
"More Gas, and More Wealth"