Motion of Shell NA LNG LLC to Intervene, Protest, Request for Hearing and Suspension, and Request Concerning Other Tariff Revisions under Docket No. RP11-2137.

Exhibit No. SEA-9

Page 1 of 79

STATEMENT G

MARKET COMPETITIVENESS MEASURES

FOR SEAWAY PIPELINES

DESTINATION AND ORIGIN MARKETS

Exhibit No. SEA-9

Page 2 of 79

1 TABLE OF CONTENTS

2 FOR STATEMENT G

3

4 Section Page

5

6 I. Discussion of the Market Competiveness Statistics Used ............................. 1

7 II. Cooperative Behavior by Oil Pipelines is Unlikely to be Successful

8 Even with High Concentration........................................................................... 3

9 III. Interpreting the Capacity-Based and Delivery-Based Market Share

10 and HHI Statistics ............................................................................................... 5

11 A. The Availability of Receipt and Delivery Data ............................................ 5

12 B. The Capacity and Delivery Data Available in This Matter .......................... 6

13 IV. Threshold Criteria for the Market Competitiveness Measures ....................... 7

14 A. Evaluating Alternative HHI Thresholds ...................................................... 7

15 B. Market Share Thresholds......................................................................... 10

16 C. Excess Capacity Statistics: Definitions and Thresholds .......................... 11

17 1. Definitions................................................................................... 11

18 2. Thresholds.................................................................................. 12

19 V. Competitiveness Analyses for the Cushing Origin Market, the

20 Western Canada Production Area, and the Rocky Mountain

21 Production Area................................................................................................ 13

22 A. Origin Market Capacity-Based HHI Competitiveness Analyses ............... 14

23 1. Definitions and Interpretation of Effective Capacity and Adjusted

24 Capacity for an Origin Market ....................................................... 14

25 2. The Format of the Origin Market HHI Tables ................................ 16

26 3. Cushing Origin Market Capacity-Based HHI Analysis Results ...... 17

27 a. Market Size Defined As Crude Oil Production in the Cushing

28 Origin Market ...................................................................... 17

29 b. Market Size Defined As Crude Oil Production in the Cushing

30 Origin Market Plus Pipeline Deliveries of Crude Oil into the

31 Cushing Origin Market ........................................................ 19

32 4. Western Canada Production Area Capacity-Based HHI Results .. 20

33 5. Rocky Mountain Production Area Capacity-Based HHI Analysis

34 Results .......................................................................................... 22

G-i

Exhibit No. SEA-9

Page 3 of 79

TABLE OF CONTENTS

FOR STATEMENT G

(Continued)

Section Page

1 B. Origin Market Excess Capacity Held By Others

2 Competitiveness Analysis ............................................................. 25

3 C. Seaway Pipelines Origin Market Receipt Share ....................

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