Oil and Gas Industry Report

May 2013 Briefing

to the best of his knowledge. Copyright 2013. Azadehnia.Disclaimer The author. but the author does not represent or warrant its accuracy. the views and opinions in this research report reflect his personal views about the companies named. Azadehnia. He has not nor will not receive direct or indirect compensation in return for expressing specific viewpoints in this report. This presentation is based on information which the author believes is reliable. Amir H. These opinions and estimates may be subject to change without notice. The opinions and estimates expressed here represent the views of the author as of the date of this report. does hereby certify that. . Amir H. All rights reserved. The author will not be responsible for any consequences associated with reliance on any statement or opinion contained here.

Deep Water Production High Prices Technology . e. SEMS I & II. Africa and Russia Little Spare Production Capacity Crude Oil > $100/bbl EU and Asia Natural Gas Prices > $12/mBtu Access to Unconventional Resources Increased Regulation Environmental Concerns Safety and Reliability Over Hydraulic Fracturing. Higher Tax. etc.g. Offshore.g. Local Content. Driver Demand Growth in Emerging Markets Supply Security Underlying Facts Population Growth GDP Growth Supply Diversification from Middle East. etc.Oil & Gas Industry Sounds Upbeat … Barrier Impaired Business Confidence Rising Costs Underlying Facts Slow Economic Growth Limited Access to Capital Difficult to Access Resources Large and Complex Projects Skills Shortage Poor Infrastructure in Some Resource Rich Regions.g. e. West Africa e.

and led by offshore developments Natural gas demand growth at 2% p.7% p.8% p. Africa and probably.a. driven by power generation and industry Gas supply growth in the US.a. Middle East. FSU.a. driven by transport Crude oil supply growth in North America and Middle East Midstream supply and demand growth in emerging markets and Middle East 7% Middle East* 27% 50% US Nigeria UK Brazil 9% 3% 4% Other 7% 2% 6% 5% 15% 4% E&P Subsea FLNG LNG 58% Gas processing Refinery Petrochem CAPEX Country Breakdown 2014 – 2016 E CAPEX Value Chain Breakdown 2013 E Unclassified . China Crude oil demand growth at 0.… And It’s Mostly About E&P Capital Expenditure Projection 2014-2016 E 2013 E 2012 2011 2010 2009 0 400 800 1200 US$ in billion Pipeline 1600 2000 2400 Growth Features by 2020 Upstream capacity increase by 5 .

Offshore E&P and Gas .… To Be Exact.

Opportunities In Greatest Difficulty .

ExxonMobil 2. Fluor 5. SNC-Lavalin 10. Weatherford 8. Petronas 9. Chiyoda 9. BP 10. Aker Solutions 7. Baker Hughes Supply Vessels Floating Production Subsea & Offshore Decommissioning 4. Pemex 7. Petrochina 6. Petrobras Downstream Independents CONTRACT FLOW Service Contractors Well Services Seismic Diversified Drilling Top 10 Contractors 1. Shell 5. Chevron 4. Total 8.Oil & Gas Industry Structure Upstream National Companies Super Majors National Oil Companies Independents Top 10 E&P Spenders 1. Technip . Statoil Operators Midstream Integrated Independents 3. Bechtel Engineering Consultancy / EPC 6. McDermott 2. Saipem 3.

Sign up to vote on this title
UsefulNot useful