<br />
www.platts.com November 2010<br />
November 2010<br />
<br />
<br />
<br />
2011<br />
Asia Energy<br />
Outlook<br />
<br />
India: Changing the<br />
World Coal Market<br />
page 20<br />
Exclusive<br />
2010 Platts<br />
Power Sector Top 250<br />
Revival Global<br />
page 46<br />
Energy<br />
Company<br />
Rankings™<br />
<br />
insight<br />
<br />
Publisher's Note<br />
<br />
Asia at a Crossroads?<br />
Welcome to the 2010 Asia Energy Outlook issue of Platts Insight. This year one<br />
major th<a title="Platts Insight Magazine November 2010 page 1" href="http://viewer.zmags.com/publication/bd46b33c?page=1">www.platts.com </a> www.platts.com <a title="Platts Insight Magazine November 2010 page 2" href="http://viewer.zmags.com/publication/bd46b33c?page=2"></a> <a title="Platts Insight Magazine November 2010 page 3" href="http://viewer.zmags.com/publication/bd46b33c?page=3">insightPublisher's Note </a> insightPublisher's Note <a title="Platts Insight Magazine November 2010 page 4" href="http://viewer.zmags.com/publication/bd46b33c?page=4">Inside1 Publisher's Note </a> Inside1 Publisher's Note <a title="Platts Insight Magazine November 2010 page 5" href="http://viewer.zmags.com/publication/bd46b33c?page=5">Martin Daniel read Modern History at Oxford Unive</a> Martin Daniel read Modern History at Oxford Unive<a title="Platts Insight Magazine November 2010 page 6" href="http://viewer.zmags.com/publication/bd46b33c?page=6">oilChina: Driving theOil PriceRoss McCr</a> oilChina: Driving theOil PriceRoss McCr<a title="Platts Insight Magazine November 2010 page 7" href="http://viewer.zmags.com/publication/bd46b33c?page=7">reserves held by China's two largest oilcompanie</a> reserves held by China's two largest oilcompanie<a title="Platts Insight Magazine November 2010 page 8" href="http://viewer.zmags.com/publication/bd46b33c?page=8">oilpreceding period. Taking a step backf</a> oilpreceding period. Taking a step backf<a title="Platts Insight Magazine November 2010 page 9" href="http://viewer.zmags.com/publication/bd46b33c?page=9"> There is also the question of time hori-zons</a> There is also the question of time hori-zons<a title="Platts Insight Magazine November 2010 page 10" href="http://viewer.zmags.com/publication/bd46b33c?page=10">oilpotential for growth, owing to the cur-ren</a> oilpotential for growth, owing to the cur-ren<a title="Platts Insight Magazine November 2010 page 11" href="http://viewer.zmags.com/publication/bd46b33c?page=11">mobile, a major Chinese manufacturer,said, “our </a> mobile, a major Chinese manufacturer,said, “our <a title="Platts Insight Magazine November 2010 page 12" href="http://viewer.zmags.com/publication/bd46b33c?page=12">oilJapan's Oil Industryat the Crossroads</a> oilJapan's Oil Industryat the Crossroads<a title="Platts Insight Magazine November 2010 page 13" href="http://viewer.zmags.com/publication/bd46b33c?page=13">183.75 million kl estimated for the cur-rent yea</a> 183.75 million kl estimated for the cur-rent yea<a title="Platts Insight Magazine November 2010 page 14" href="http://viewer.zmags.com/publication/bd46b33c?page=14">oildinated response; whether that comesfrom t</a> oildinated response; whether that comesfrom t<a title="Platts Insight Magazine November 2010 page 15" href="http://viewer.zmags.com/publication/bd46b33c?page=15">www.platts.com </a> www.platts.com <a title="Platts Insight Magazine November 2010 page 16" href="http://viewer.zmags.com/publication/bd46b33c?page=16">liquefied natural gasThe LNG MarketBounces </a> liquefied natural gasThe LNG MarketBounces <a title="Platts Insight Magazine November 2010 page 17" href="http://viewer.zmags.com/publication/bd46b33c?page=17">mand levels. Low priced spot cargoeswere attract</a> mand levels. Low priced spot cargoeswere attract<a title="Platts Insight Magazine November 2010 page 18" href="http://viewer.zmags.com/publication/bd46b33c?page=18">liquefied natural gasBoth countries saw stea</a> liquefied natural gasBoth countries saw stea<a title="Platts Insight Magazine November 2010 page 19" href="http://viewer.zmags.com/publication/bd46b33c?page=19">for gas could deteriorate in the fourthquarter </a> for gas could deteriorate in the fourthquarter <a title="Platts Insight Magazine November 2010 page 20" href="http://viewer.zmags.com/publication/bd46b33c?page=20">liquefied natural gasnew 5 million mt/year term</a> liquefied natural gasnew 5 million mt/year term<a title="Platts Insight Magazine November 2010 page 21" href="http://viewer.zmags.com/publication/bd46b33c?page=21">term contractual volumes,” but that“China is</a> term contractual volumes,” but that“China is<a title="Platts Insight Magazine November 2010 page 22" href="http://viewer.zmags.com/publication/bd46b33c?page=22">coalIndia: Changing theWorld Coal Market</a> coalIndia: Changing theWorld Coal Market<a title="Platts Insight Magazine November 2010 page 23" href="http://viewer.zmags.com/publication/bd46b33c?page=23">170 GW in 2010 to 220 GW in 2012 (weforecast 198</a> 170 GW in 2010 to 220 GW in 2012 (weforecast 198<a title="Platts Insight Magazine November 2010 page 24" href="http://viewer.zmags.com/publication/bd46b33c?page=24">coalnot recover until 2020. In continentalEur</a> coalnot recover until 2020. In continentalEur<a title="Platts Insight Magazine November 2010 page 25" href="http://viewer.zmags.com/publication/bd46b33c?page=25">Reach Key Decision Makersin the Petrochemical In</a> Reach Key Decision Makersin the Petrochemical In<a title="Platts Insight Magazine November 2010 page 26" href="http://viewer.zmags.com/publication/bd46b33c?page=26">powerChinese Generators:Preparing forComp</a> powerChinese Generators:Preparing forComp<a title="Platts Insight Magazine November 2010 page 27" href="http://viewer.zmags.com/publication/bd46b33c?page=27">tle different than a decade ago, whenthe gover</a> tle different than a decade ago, whenthe gover<a title="Platts Insight Magazine November 2010 page 28" href="http://viewer.zmags.com/publication/bd46b33c?page=28">powerLooking to Competition For instance in </a> powerLooking to Competition For instance in <a title="Platts Insight Magazine November 2010 page 29" href="http://viewer.zmags.com/publication/bd46b33c?page=29">cial economic zones and similar loca-tions such </a> cial economic zones and similar loca-tions such <a title="Platts Insight Magazine November 2010 page 30" href="http://viewer.zmags.com/publication/bd46b33c?page=30">power CPI Development owned 11,752 MWof equi</a> power CPI Development owned 11,752 MWof equi<a title="Platts Insight Magazine November 2010 page 31" href="http://viewer.zmags.com/publication/bd46b33c?page=31"> Overall, Longyuan's wind revenuesfor the firs</a> Overall, Longyuan's wind revenuesfor the firs<a title="Platts Insight Magazine November 2010 page 32" href="http://viewer.zmags.com/publication/bd46b33c?page=32">powerconcentrated in a traditional service</a> powerconcentrated in a traditional service<a title="Platts Insight Magazine November 2010 page 33" href="http://viewer.zmags.com/publication/bd46b33c?page=33">of a 100% stake in Tuas Power gaveHuaneng</a> of a 100% stake in Tuas Power gaveHuaneng<a title="Platts Insight Magazine November 2010 page 34" href="http://viewer.zmags.com/publication/bd46b33c?page=34">renewablesRenewables IndustryShifts Focus </a> renewablesRenewables IndustryShifts Focus <a title="Platts Insight Magazine November 2010 page 35" href="http://viewer.zmags.com/publication/bd46b33c?page=35">cific, published in July by law firm Nor-ton Rose.</a> cific, published in July by law firm Nor-ton Rose.<a title="Platts Insight Magazine November 2010 page 36" href="http://viewer.zmags.com/publication/bd46b33c?page=36">renewablesMost turbine manufacturers are targe</a> renewablesMost turbine manufacturers are targe<a title="Platts Insight Magazine November 2010 page 37" href="http://viewer.zmags.com/publication/bd46b33c?page=37">developers often face when they try todirectly p</a> developers often face when they try todirectly p<a title="Platts Insight Magazine November 2010 page 38" href="http://viewer.zmags.com/publication/bd46b33c?page=38">renewablesment for export. The country will in</a> renewablesment for export. The country will in<a title="Platts Insight Magazine November 2010 page 39" href="http://viewer.zmags.com/publication/bd46b33c?page=39">UDI World ElectricPower Plants Database –The Or</a> UDI World ElectricPower Plants Database –The Or<a title="Platts Insight Magazine November 2010 page 40" href="http://viewer.zmags.com/publication/bd46b33c?page=40">emissionsHalt to Projects SpursCarbon Mark</a> emissionsHalt to Projects SpursCarbon Mark<a title="Platts Insight Magazine November 2010 page 41" href="http://viewer.zmags.com/publication/bd46b33c?page=41">for refrigerant chemicals. The compa-nies must </a> for refrigerant chemicals. The compa-nies must <a title="Platts Insight Magazine November 2010 page 42" href="http://viewer.zmags.com/publication/bd46b33c?page=42">emissionssessed on a case-by-case basis,” </a> emissionssessed on a case-by-case basis,” <a title="Platts Insight Magazine November 2010 page 43" href="http://viewer.zmags.com/publication/bd46b33c?page=43">You cannot afford to miss this event — register t</a> You cannot afford to miss this event — register t<a title="Platts Insight Magazine November 2010 page 44" href="http://viewer.zmags.com/publication/bd46b33c?page=44">sustainable energySingapore — A “LivingLab</a> sustainable energySingapore — A “LivingLab<a title="Platts Insight Magazine November 2010 page 45" href="http://viewer.zmags.com/publication/bd46b33c?page=45">ficiency and discourages overconsump-tion. At the</a> ficiency and discourages overconsump-tion. At the<a title="Platts Insight Magazine November 2010 page 46" href="http://viewer.zmags.com/publication/bd46b33c?page=46">sustainable energygain better product insights</a> sustainable energygain better product insights<a title="Platts Insight Magazine November 2010 page 47" href="http://viewer.zmags.com/publication/bd46b33c?page=47">Watch on Sundays at 8:00 am in Washington D.C. on</a> Watch on Sundays at 8:00 am in Washington D.C. on<a title="Platts Insight Magazine November 2010 page 48" href="http://viewer.zmags.com/publication/bd46b33c?page=48">top 250 global energy companiesPower Sector</a> top 250 global energy companiesPower Sector<a title="Platts Insight Magazine November 2010 page 49" href="http://viewer.zmags.com/publication/bd46b33c?page=49"> But one person's loss is another's gain.As </a> But one person's loss is another's gain.As <a title="Platts Insight Magazine November 2010 page 50" href="http://viewer.zmags.com/publication/bd46b33c?page=50">top 250 global energy companies1 Exxo</a> top 250 global energy companies1 Exxo<a title="Platts Insight Magazine November 2010 page 51" href="http://viewer.zmags.com/publication/bd46b33c?page=51">top 250 global energy companies51 XTO </a> top 250 global energy companies51 XTO <a title="Platts Insight Magazine November 2010 page 52" href="http://viewer.zmags.com/publication/bd46b33c?page=52">top 250 global energy companies101 KazM</a> top 250 global energy companies101 KazM<a title="Platts Insight Magazine November 2010 page 53" href="http://viewer.zmags.com/publication/bd46b33c?page=53">top 250 global energy companies151 EOG </a> top 250 global energy companies151 EOG <a title="Platts Insight Magazine November 2010 page 54" href="http://viewer.zmags.com/publication/bd46b33c?page=54">top 250 global energy companies201 NSTA</a> top 250 global energy companies201 NSTA<a title="Platts Insight Magazine November 2010 page 55" href="http://viewer.zmags.com/publication/bd46b33c?page=55"> However, BP will struggle to retain itspositi</a> However, BP will struggle to retain itspositi<a title="Platts Insight Magazine November 2010 page 56" href="http://viewer.zmags.com/publication/bd46b33c?page=56">top 250 global energy companiesAsian companies </a> top 250 global energy companiesAsian companies <a title="Platts Insight Magazine November 2010 page 57" href="http://viewer.zmags.com/publication/bd46b33c?page=57">top 250 global energy companiesAsian companies </a> top 250 global energy companiesAsian companies <a title="Platts Insight Magazine November 2010 page 58" href="http://viewer.zmags.com/publication/bd46b33c?page=58">top 250 global energy companiesand South Kor</a> top 250 global energy companiesand South Kor<a title="Platts Insight Magazine November 2010 page 59" href="http://viewer.zmags.com/publication/bd46b33c?page=59">trant to the top 250 came in the formof the Japa</a> trant to the top 250 came in the formof the Japa<a title="Platts Insight Magazine November 2010 page 60" href="http://viewer.zmags.com/publication/bd46b33c?page=60">top 250 global energy companiesmight prove eno</a> top 250 global energy companiesmight prove eno<a title="Platts Insight Magazine November 2010 page 61" href="http://viewer.zmags.com/publication/bd46b33c?page=61">ing companies. Russian companies areparticularly</a> ing companies. Russian companies areparticularly<a title="Platts Insight Magazine November 2010 page 62" href="http://viewer.zmags.com/publication/bd46b33c?page=62">top 250 global energy companiesCameco rose fro</a> top 250 global energy companiesCameco rose fro<a title="Platts Insight Magazine November 2010 page 63" href="http://viewer.zmags.com/publication/bd46b33c?page=63"> RecoCongratulations to thegnizing the </a> RecoCongratulations to thegnizing the <a title="Platts Insight Magazine November 2010 page 64" href="http://viewer.zmags.com/publication/bd46b33c?page=64"></a>