I.Introduction:A. 2004 and 2005/2006
Economic growth, East Asia Perspective
Raw materials: Crude oil, LNG, coal
– Offer and demand evolution
Importance of these materials in overall imports of considered countries.
B.Dysfunction case: Japan, the policy trap / the ten lost years paradox
II. The markets
a. Producing countries (Pertamina, Petronas, ADNOC (UAE), Q.P. (Qatar), Sinopec, Petrochina, PSC contracts and Others
b. Oil and gas – Overall energy mix evolution (offer and demand) (nuclear, crude, coal, LNG, hydro etc¿, Japan, Korea, China, Taiwan, India)
c. Considerations about steel and iron markets
d. Trading
– Crude oil, coal, petroleum products
– LNG and pipe gas
e. Progressive deregulation in oil, gas and electric power industries. The case of Japan, competition, effect on retail prices.
f. Expected future of oil and gas production. Peak oil / Peak gas
g. A look for new energies and sustainable development
III. Sustainable development in a polluted environment
a. Kyoto Protocol
CO2 emission / Carbon trade
b. Examples of industrial efforts to curve down green gas emissions and industrial pollutions.
– Oil and gas companies: flaring
– Industrial waste water treatment
– Smoke emissions treatment (coal)
– GTL technologies – DME case
IV. The market of Industrial projects, its finance
Engineering companies – their relations with national / oil and gas companies, Korea, Japan, China. (refining, chemical industries, gas projects, lubricants, etc¿)
Banks – export agencies, risk covering (JBIC, etc¿)
The competition context
V. Considerations about litigation / arbitration