Naturgass som lavutslipp

Transkript

1 Naturgass som lavutslipp Gasskonferansen 10. april 2018 Trude Gullaksen Kommersiell sjef Gasnor 1

2 Disclaimer statement The companies in which Royal Dutch Shell plc directly and indirectly owns investments are separate entities. In this presentation Shell, Shell group and Royal Dutch Shell are sometimes used for convenience where references are made to Royal Dutch Shell plc and its subsidiaries in general. Likewise, the words we, us and our are also used to refer to subsidiaries in general or to those who work for them. These expressions are also used where no useful purpose is served by identifying the particular company or companies. Subsidiaries, Shell subsidiaries and Shell companies as used in this presentation refer to companies over which Royal Dutch Shell plc either directly or indirectly has control. Companies over which Shell has joint control are generally referred to joint ventures and companies over which Shell has significant influence but neither control nor joint control are referred to as associates. In this presentation, joint ventures and associates may also be referred to as equity-accounted investments. The term Shell interest is used for convenience to indicate the direct and/or indirect (for example, through our 23% shareholding in Woodside Petroleum Ltd.) ownership interest held by Shell in a venture, partnership or company, after exclusion of all third-party interest. This presentation contains forward-looking statements concerning the financial condition, results of operations and businesses of Royal Dutch Shell. All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements. Forward-looking statements are statements of future expectations that are based on management s current expectations and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in these statements. 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In light of these risks, results could differ materially from those stated, implied or inferred from the forward-looking statements contained in this presentation. We may have used certain terms, such as resources, in this presentation that United States Securities and Exchange Commission (SEC) strictly prohibits us from including in our filings with the SEC. U.S. Investors are urged to consider closely the disclosure in our Form 20-F, File No , available on the SEC website You can also obtain these forms from the SEC by calling SEC

3 Naturgass ER lavutslipp! LNG er eneste realistiske fuel Naturgass er viktig for industri Balansekraft + Hydrogen 3

4 Gasnor AS - Den norske naturgasspioneren Gasnor startet med å levere naturgass i rørledning til industri på Karmøy i mai 1994 da HM Kong Harald åpnet forsyningen til Hydro Aluminium All energikrevende industri i regionen har nå skiftet ut olje med naturgass Gasnor har vært en pioner innen småskala LNG og har bidratt til teknologisk utvikling i skipsfarten 4

5 Gasnor LNG - Startet leveranser i april 2003 Gasnor har tre frittstående anlegg for produksjon av LNG Samlet kapasitet er tonn/år LNG leveres med tankskip og med semitrailer Gasnor har vært heleid datterselskap av Shell siden

6 Gass er viktig for industri og for skipstransport Naturgass fordelt på kundegruppe % 28 % 62 % Industri og bergverk Transport Andre forbruksgrupper Kilde: Statistisk sentralbyrå 6

7 Footer Februar

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9 Økt CO 2 avgift på gass til industri og skip innført Klimapolitikk med tvilsom effekt? Footer Februar

10 økte kostnader på 4 MNOK per skip CO 2 avgift på 10 øre/kwh vil kunne gi CO 2 avgift vil svekke konkurranseevnen til norsk industri Footer Februar

11 Bare 20 % har «helt eller delvis positivt inntrykk av naturgass som energikilde.» TNS Gallup, Klimabarometer 2016 Problem/årsak 100% 90% 80% 70% 88% 81% 70% 60% 50% 40% 30% 20% 20% 19% 10% 0% Vannkraft Solkraft Vindkraft (land) Naturgass Olje 11

12 Klimapolitikk på hodet CO2 avgift Kvotepris 6-7 ganger så høy pris for klimagassutslipp som konkurrenter i andre land mulighet karbonlekkasje? Bryter med logikken i EUs kvotesystem Store konkurransemessige ulemper for norsk industri 0 Kvotepliktig Ikke kvotepliktig Hindrer utskifting av fyringsolje 12

13 Norge var en pioner nå en sinke? Norske farvann Verdenshavene Eksisterende Nybygg 13

14 Stort potensial for klima/miljøgevinster med skipstransport Gasnor og Bellona har sett på laksetransporten fra Hitra Beregninger viser årlige utslippsreduksjoner på opp til: 83 % CO 2 92 % NO X 100 % støv og partikler 14

15 Ny teknologi gir 40 % CO 2 reduksjon Bøyelastere med lavutslippsteknologi TEEKAY og Wartsila har utviklet nye løsninger LNG drevne skip med gjenvinning av VOC* * VOC; Flyktige organiske forbindelser 15

16 Bygging av skip med LNG drift kan gi store oppdrag til norske verft LNG teknologien er utviklet i Norge Vi har kompetanse og kapasitet Ombygging til gassdrift vil kunne gi store oppdrag til norske verft 16

17 Gass er den eneste realistiske løsningen for lavutslipp i sjøtransport over lengre strekninger Gassdrift og batterier vil eliminere utslipp i havn og redusere alle miljøskadelige utslipp langs kysten til et minimum CO 2 gevinst som for et typisk frakteskip på ca tonn per år. 17

18 Offentlige anbud må fortsatt vise veg kystruten fra 2021 Nye og strengere miljøkrav til kystruteanbudet Departementet og aktørene ser at LNG + batteridrift er løsningen Kystruten er et nasjonalt symbol som må være et eksempel på verdensledende grønn teknologi Redusere klimagassutslipp samt redusert NOX, partikkel og svovel-forurensning 18

19 Sot er et stort problem som vi savner i debatten Verdens fremste klimaforskere konkluderer med at sot er den viktigste årsaken til at isen smelter så raskt Sot og partikler er også et stort problem i de største byene og for norske turistattraksjoner 19

20 Veien videre Naturgass er viktig for industri LNG er eneste realistiske fuel Balansekraft + Hydrogen Naturgass er støtte til biogass

21 Make the future A tagline could be used here on top of the image The statement text can be moved freely around the slide, allowing for optimal placement over background images. Takk for meg To change the picture, delete the sample picture. Then click the insert picture icon in the middle of the picture box. If you paste a picture into the empty picture box, you will need to use the Reset Slide command to see the yellow bar. Footer Konfidensielt Februar