Southern Cone Energy Infrastructure

The integrated energy markets of the Southern Cone have shared a common roller coaster ride for gas supply availability and sourcing

Governments are likely will continue to insure that internal markets have “first dibs” on local production. Significant investment in midstream infrastructure is required to realize both public and investor goals. The GNEA pipeline has been an important step in expanding Argentina’s gas suppliers access its northern provinces.

Bolivia’s supply role has been shifting and could be as a partner in regional LNG export projects.

Recently idle pipeline connections between Chile and Argentina may provide potential The Vaca Muerta unconventional “short cut access” to gas boom has shifted Argentina back growth Asian oil and into a gas export role. Winners of the gas customers. April 2019 offshore Round 1 blocks also must consider gas market outlet options in their development programs and projected ROI.

Southern Cone - Power Generation Kit

Status details Total capacity MegaWatts for status groups and Fuel types

Unde r Construction

Unde r Consideration

Shutdown or Standby

Shutdown

Removed

Questionable Proj

Planne d

Operating

Idle

Engineering

Cons t Compltd/Testg

Cancelled

0 2000040000 6000080000 100000 120000 140000 160000 180000

¢Biomass ¢Fuel Oil ¢LNG ¢Oil ¢Solar ¢Blast Furnace Gas ¢Geothermal ¢LPG ¢Other ¢Waste ¢Coal ¢Hydr opower ¢Natural Gas ¢Refinery Coke ¢Waste Heat ¢Diesel/Distillate ¢Landfill Ga s ¢Nuclear ¢Refinery Ga s ¢Wind

Power generation will Gas accounts for about Loss of Argentina gas continue to be a primary half of Argentina’s supply access forced outlet for regional generation kit. Peak Chile to install two LNG gas production. The Austral winter demand regasification plants to generation fuel mix varies has necessitated supply gas fired plants significantly by country. use of expensive over the past decade. However, wind and solar LNG and diesel use However, contracts in are common supply to supplement local place may limit the level of choices for new projects, supplies even with displacement of LNG with but typically need gas growing Vaca Muerta less expensive regional fired facilities as back-up. gas output. gas when available.

Bolivia has made Brazil’s hydropower use gasification of the local is the greatest for the economy a priority region, but problematic with about two-thirds when rainfall is of power plants gas insufficient. Plans are fired, thus reducing gas to increase reliance on

availability for export. Santos Basin gas. 369024461-0619-CU

Get a better understanding of the Southern Cone’s energy infrastructure www.ihsmarkit.com/midstream