GlobalData’s “Global Oil Multinationals - Strategies to Survive the Global Recession and a Lower Oil Price” will analyse the key strategies that oil and gas companies can adopt in the current economic and business environment. The report will include the strategies for both International as well as National Oil companies. Strategies shall also be discussed for companies across different value chain elements.
Scope
-Current economic environment, financial crisis and its impact on the oil and gas companies.
-Short term risks facing the oil and gas companies including the crude oil price risk and the risks arising out of current credit crisis.
-Long term risks and challenges facing the global oil and gas companies including the risks of depleting oil and gas reserves and a move towards renewables and clean sources of energy.
-Impact of short term and long term risks on the National Oil companies, International Oil companies and Independent oil & gas companies.
-Strategies that International oil companies can adopt to counter the short term and long term risks and challenges.
-Strategies that National Oil companies can adopt to grow and expand in the current economic and financial environment.
-Strategies for small independent companies to survive the current crisis.
Reasons to buy
-Devise strategies to safeguard your interests based on insights on the global financial meltdown and its impact on the global oil and gas industry.
-Navigate the global oil and gas market with information on the major oil and gas companies.
-Analyse the supply-demand situation for oil and petroleum products across the globe to formulate your production plan.
-Benchmark against operations and competitive strategies of the major oil and gas in the world.
Scope
-Current economic environment, financial crisis and its impact on the oil and gas companies.
-Short term risks facing the oil and gas companies including the crude oil price risk and the risks arising out of current credit crisis.
-Long term risks and challenges facing the global oil and gas companies including the risks of depleting oil and gas reserves and a move towards renewables and clean sources of energy.
-Impact of short term and long term risks on the National Oil companies, International Oil companies and Independent oil & gas companies.
-Strategies that International oil companies can adopt to counter the short term and long term risks and challenges.
-Strategies that National Oil companies can adopt to grow and expand in the current economic and financial environment.
-Strategies for small independent companies to survive the current crisis.
Reasons to buy
-Devise strategies to safeguard your interests based on insights on the global financial meltdown and its impact on the global oil and gas industry.
-Navigate the global oil and gas market with information on the major oil and gas companies.
-Analyse the supply-demand situation for oil and petroleum products across the globe to formulate your production plan.
-Benchmark against operations and competitive strategies of the major oil and gas in the world.
1 TABLE OF CONTENTS
1.1 LIST OF TABLES
1.2 LIST OF FIGURES
2 EXECUTIVE SUMMARY
2.1 Oil price volatility and the crunch in capital availability are some of the major short term risks that the companies need to counter effectively
2.2 Companies need to be wary of some of the risks that will amplify in the long term
2.3 IOCs and major NOCs are in a strong position to capitalize from the current downturn while the smaller companies feel the urgent need for capital discipline
3 GLOBAL FINANCIAL CRISIS, RECESSION AND ITS IMPACT ON THE GLOBAL OIL AND GAS INDUSTRY
3.1 Demand growth in the preceding years, 2004 – 2007
3.2 Global financial crisis and the US sub prime crisis
3.3 Recession in the US and Euro Zone and the global economic slowdown - 2008
4 RISKS AND CHALLENGES FOR THE OIL AND GAS INDUSTRY
4.1 Short term risks that are critical for the companies to counter effectively in the immediate future
4.2 Long term risks that will gain prominence and affect the company strategies in the future
5 STRATEGIES FOR OIL AND GAS COMPANIES IN THE CURRENT SCENARIO
5.1 Low and high oil price scenarios
5.2 ‘Live within your means’ – the new mantra
5.3 Strategy relevance for oil and gas companies
5.4 General strategies for the recessionary environment applicable to the companies operating in the industry
5.5 Growth strategies for IOCs to benefit from the downturn
5.6 Growth strategies for NOCs to weather the recession
5.7 Risk management strategies for smaller independent companies to survive the downturn
6 APPENDIX
6.1 Methodology
6.2 Unit of Measure
6.3 Contact Us
6.4 About GlobalData
6.5 Disclaimer
1.1 LIST OF TABLES
Table 1: World GDP Growth Rates, 2006 - 2010
Table 2: OPEC Spare Capacity (million barrels per day) and Brent Crude Oil Price (US $ per barrel), 2000 – 2009
Table 3: Actual and Forecasted Crude Oil and Natural Gas Price, 2008 - 2012
Table 4: Capital Expenditure Plan of Major E&P Companies, 2008 - 2009
Table 5: Independent E&P Companies, Debt to Proved Reserves and Proved Developed Reserves, $/boe
Table 6: Oil and Gas Industry M&A Deals Activity by Volume and Value, Sep 08 – Feb 09
Table 7: Top 25 M&A deals in the previous year
Table 8: Oil and Gas Industry Asset Transactions by Deal Volume and Value, Sep 08 – Feb 09
Table 9: Top Asset Transactions by Private Companies
Table 10: Global Top 15 Integrated Oil and Gas Companies, Operational Parameters, 2007
Table 11: Top Asset Transactions by NOCs
Table 12: Global Top Independent E&P Companies by Production, 2007
1.2 LIST OF FIGURES
Figure 1: Risks and Impact on Oil and Gas Companies
Figure 2: Strategy Relevance for Oil and Gas Companies
Figure 3: OPEC Spare Capacity (million barrels per day) and Brent Crude Oil Price (US $ per barrel), 2000 – 2009
Figure 4: Actual and Forecasted Global Crude Oil Demand and Supply, 2003 – 2009
Figure 5: Risks and Impact on Oil and Gas Companies
Figure 6: Capital Expenditure Plan of Major E&P Companies, 2008 – 2009
Figure 7: OPEC Net Oil Export Revenues, Nominal, $ billion, 2004 - 2010
Figure 8: Refinery Margins, $/bbl, Aug 2008 – Jan 2009
Figure 9: Strategy Relevance for Oil and Gas Companies
Figure 10: Oil and Gas Industry M&A Deals Activity by Volume and Value, Sep 08 – Feb 09
Figure 11: Oil and Gas Industry Asset Transactions by Deal Volume and Value, Sep 08 – Feb 09
Figure 12: Upstream oil and gas, Deal multiple, $ per boe of proved reserves, 2004 to 2008
Figure 13: GlobalData Methodology