2nd UPDATE:Chevron Signs Binding Gorgon LNG Sales Agreements
September 10 2009 - 3:42AM
Dow Jones News
Chevron Corp. (CVX) moved closer to a final decision on its
proposed Gorgon liquefied natural gas project on Thursday, after
signing three binding sales agreements to supply nearly 3 million
tons a year of LNG from the Australian field to Japanese and Korean
energy companies.
In a statement, Chevron said Japan's Osaka Gas Co. Ltd.
(9532.TO) will buy 1.375 million metric tons annually, or mtpa, of
LNG commencing in the second half of 2014 for 25 years, with Tokyo
Gas Co. Ltd. (9531.TO) agreeing to purchase 1.1 mtpa over the same
period.
Subject to Australian foreign investment approval, Osaka Gas
will also acquire a 1.25% interest in Gorgon and Tokyo Gas will
purchase a 1% stake in the project from Chevron. Chevron has also
agreed to supply its 50% owned energy company GS Caltex Corp. of
South Korea with 0.5 mtpa of LNG for up to 20 years from Gorgon and
other Chevron gas projects. The Korean firm is owned in a 50% joint
venture with GS Holdings Corp. (078930.SE)
The Gorgon field has potential reserves of more than 40 trillion
cubic feet of gas and an estimated economic life of at least 40
years from startup. With production due to commence in 2014 after
five years construction, Gorgon is Australia's largest single
resource project and the sales agreements build on earlier deals
with energy-hungry Asian importers.
Another Gorgon partner, ExxonMobil Corp. last month struck two
deals over Gorgon LNG, including a 20-year deal with PetroChina
Co., the listed unit of China National Petroleum Corp., to buy 2.25
million metric tons of LNG a year, and a 20-year agreement with
Petronet LNG Ltd., India's largest LNG importer, for 1.5 million
tons.
The Australian government, which last month granted conditional
environmental approval to expand the proposed project to a third
LNG train or processing facility, welcomed the news of further
customers.
"These contracts will deliver A$70 billion worth of exports for
Australia over the next 25 years," Prime Minister Kevin Rudd told
lawmakers in Canberra.
"It's been a great month for the Australian LNG export
industry," he said.
Further sales agreements for Gorgon gas are expected in "coming
months," with a final investment decision on the project expected
in "coming weeks," said Chevron.
Japan's Chubu Electric Co. Inc. also signed a heads of agreement
in November 2005, provisionally committing to purchase 1.5 mtpa of
LNG from the project.
A spokesman for Chevron declined to comment Thursday on the
status of any other ongoing commercial negotiations.
The new supply agreements are around 8% less gas than those
disclosed nearly four years ago, when Osaka Gas and Tokyo Gas
provisionally committed to purchase 1.5 mtpa and 1.2 mtpa of LNG
from the project for 25 years.
However a spokeswoman for Chevron said that the Japanese
customers' entitlements to gas as equity holders in the project
will mean the volumes of gas they receive are equivalent to those
outlined under the 2005 agreements.
The project off Australia's northwest coast is operated by
Chevron in joint venture with ExxonMobil and Royal Dutch Shell PLC,
which each have a 25% stake.
The construction project, which Chevron expects to create around
10,000 indirect and direct jobs, includes three 5.0 mtpa LNG
trains, a large plant to strip, inject and sequester the high
levels of carbon dioxide in Gorgon's natural gas deep underground
and a plant to process gas for domestic consumption.
-By Bill Lindsay, Dow Jones Newswires; 61-2-8272-4694;
bill.lindsay@dowjones.com
(David Winning in Sydney contributed to this article)