LNG FOR TRANSPORT NGV SYMPOSIUM WASEDA UNIVERSITY

17th June, 2013

Jane Carland

Downstream LNG Business Development Manager (Asia Pacific)

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TOPICS

1) Shell’s Global Integrated Natural Gas Leadership

2) Shell’s Global LNG for Transport Projects

3) LNG for Transport in Japan

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GAS & INNOVATION NEEDED TO MEET ENERGY DEMAND

SHELL GLNG SUPPLY PORTFOLIO

LNG - OPERATION LNG - CONSTRUCTION

SAKHALIN LNG

MALAYSIA LNG

BRUNEI LNG

NORTH WEST SHELF

PLUTO (WOODSIDE)

PRELUDE FLNG GORGON

QATARGAS 4 OMAN LNG

NIGERIA LNG

WHEATSTONE LNG

FLOATING LIQUEFACTION SMALL SCALE LIQUEFACTION

SHELL LNG LEADERSHIP

PROJECTS IN OPERATION OR UNDER CONSTRUCTION

NEW INNOVATIONS

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GREENSTREAM BARGE

INTEGRATED NATURAL GAS LEADERSHIP

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Leader in LNG and gas conversion technologies

EXPLORATION & PRODUCTION TECHNOLOGY LIQUEFACTION

LNG SHIPPING

REGAS, PIPELINES, STORAGE

MARKETING & TRADING

Largest ship operator One of the World’s largest gas producers

Largest LNG supplier

Strategic positions… active portfolio management

Global positions & capabilities

AN INTEGRATED BUSINESS MODEL WILL DELIVER LNG FOR TRANSPORT FUEL…

Heavy Duty Road

Mining

Global Marine, ECA

Pipeline Gas

Existing LNG Infrastructure

Coal Bed Methane

Extended Well Test

Stranded Gas

Rail

Upstream Downstream

Small scale liquefaction

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Inland Waterways

DISTRIBUTION TASK SIMILAR TO CONVENTIONAL DIESEL

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Storage facility

Loading station

Transport means

LNG storage

Jetty Production

facility LNG

Consumer

LNG Carrier Regas Terminal

Power Plant

Conventional

LNG Fuelled Truck/Bus

LNG Trailer Truck

LNG Refuelling Station

Small Scale Liquefaction

Road

Small Terminal

LNG Bunker Vessel

LNG Fuelled Vessel Small LNG Carrier Marine

LNG is a liquid and therefore allows flexibility in supply locations i.e. virtual pipeline

ACTIVITIES AROUND THE WORLD

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US AND CANADA

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CURRENT PROJECT: CANADA

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Canada: Jumping Pound Gas Plant LNG powered truck

FIRST LARGE SCALE LNG FOR TRANSPORT PROJECT FOR SHELL

Focus on supplying trucking, oil & gas and mining sectors in Alberta

National agreement in place with JV Shell Flying J

First fueling site opened on 13th March, 2013

Constructing a mini-LNG plant (capacity 250,000 tpa) at Jumping Pound, ready for start

up mid 2014

CURRENT PROJECT: TRANS AMERICA

SHELL AND TRAVELCENTERS OF AMERICA AGREEMENT TO PROVIDE NATURAL GAS FUEL OPTION FOR US

TRUCK FLEET OPERATORS

16 April, 2013 – Shell and its affiliates have signed an agreement with TravelCenters of America LLC (TA) to sell liquefied

natural gas (LNG) to heavy-duty road transport customers in the US through TA’s existing nationwide network of full-

service fueling centers.

200 LNG fuel lanes at about 100 TA sites and Petro Stopping Centers throughout the US interstate highway system.

LNG fuel lanes are expected to become operational in 2014.

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CURRENT PROJECT – GREAT LAKES

THIS PROJECT WILL SUPPLY LNG FUEL TO THE FIVE GREAT LAKES, THE BORDERING U.S. STATES AND

CANADIAN PROVINCES, AND THE ST. LAWRENCE SEAWAY.

The Great Lakes Corridor will include a small-scale LNG production facility at Shell’s Sarnia Manufacturing Centre,

Ontario.

LNG refueling of Great Lakes vessels.

LNG fuel to long-haul transport trucks at truck stops between Chicago, Detroit and Louisville.

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The Great Lakes Corridor will make LNG available throughout the Great Lakes region for use in marine, trucking and possibly rail.

CURRENT PROJECT – GULF COAST CORRIDOR

SUPPLY OF LNG ALONG THE MISSISSIPPI RIVER, THE INTRA-COASTAL WATERWAY, THE OFFSHORE GULF OF

MEXICO AND THE OIL AND GAS EXPLORATION AREAS OF TEXAS AND LOUISIANA.

Marine vessels that operate in the Gulf of Mexico. LNG transport barges will move the fuel from to Port Fourchon

where it will be bunkered into customer vessels.

Shell is also leading the way as a customer, by chartering three LNG-powered offshore supply vessels

Additionally, the Gulf Coast Corridor will supply LNG fuel for long-haul trucks @ Travel Centre of America sites.

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The Gulf Coast Corridor with make LNG available for use in Marine, Trucking, Oil & Gas production and possible rail.

LNG FOR TRANSPORT IN JAPAN

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WHY IS LNG SUITABLE FOR HEAVY DUTY ROAD TRANSPORT?

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Heavy Duty Road

Heavy Duty Road

Cheaper fuel, high savings, attractive payback period

New engine technology with lower local emissions & noise (US 2010 EPA and EU Euro 5 & 6 compliant)

Supply reliability

Excellent safety record.

Operational simplicity - can be used during both hot and cold weathers without additional additives

Similar power and drivability to conventional heavy duty diesel engines (CI & SI).

Shell Card

Product quality & expertise

Cheaper fuel, high savings, attractive payback period

New engine technology with lower local emissions & noise (US 2010 EPA and EU Euro 5 & 6 compliant)

Supply reliability

Excellent safety record.

Operational simplicity - can be used during both hot and cold weathers without additional additives

Similar power and drivability to conventional heavy duty diesel engines (CI & SI).

Shell Card

Product quality & expertise

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SUITABILITY OF LNG FOR HEAVY DUTY TRUCKS IN JAPAN

Large number of heavy-duty trucks in Japan Tax incentive for NGV Government desire for further CO2 reduction LNG available (supply security)

Long drive distance (over 500km) Competitively priced versus Diesel Similar filling time to diesel Reduction in CO2 emission Reduction in noise pollution

Benefits of LNG trucks to Transport Operators

Suitability of LNG for Japan’s Transport Market

SHELL LNG FOR TRANSPORT - TRANSFORMING VISION INTO REALITY

THANK YOU

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