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Global Exploration & Production: Focus Areas of Growth

A special report from Gordon Energy Solutions, published by Energy Intelligence, provides detailed, unambiguous answers to the most important question facing the industry: How do oil companies plan to grow?

In an era of resource nationalism, companies are devoting increasing capital to unconventional oil and gas plays, Arctic operations, deepwater, heavy oil and LNG and GTL projects. Gordon Energy Solutions looks into the roles of acquisitions, joint ventures and grassroots exploration in the strategies of the industry's biggest players.

The upstream portfolios of 38 oil and gas companies from three peer groups are broken down in ways that reveal the tactical and strategic patterns underlying the behavior of the majors, national oil companies and independent producers.

Leading Players in Deepwater 2011


The deepwater sector is a continuing focus area of growth; however, the sector is in a process of transition.


Using a sample of 94 companies, this study identifies and compares leading players in global upstream deepwater. Multiple indicators of each company's role in the deepwater and the relative importance of deepwater as a driver of future company growth are used to generate composite ranks.


Results presented in this study highlight important emerging sector trends to watch and provide answers to a number of business development and strategy issues.


  • Where are the new production centers?
  • Which companies are rising in importance?
  • What are the new commercial drivers?
  • Where are the opportunities?


Global Competitor Growth 2011

Consensus Strategies in the Global IOC Peer Group


GES analysis and commentary highlight areas of shared and divergent strategies among peer group companies, identify important drivers underlying company choices and assess risk associated with each program.


  • 9 companies from the Global Competitor Peer Group
  • 6 key asset categories
  • Geographic distribution of new project reserves


Gas Market Focus Areas


Natural gas is a key driver of growth for nearly the entire Global Competitor (GC) group of companies and accounts for more than 50% of the new project reserves of four of these companies. Where this gas is going has significant implications for understanding differences in company strategies, the factors that will drive company success or failure, and the potential un-intended market implications of shared focus areas as this new supply is delivered.




Leading Players: Heavy Oil


The heavy oil study includes 86 companies. Projected combined gross working interest production will climb to nearly 12 million barrels per day by 2018 from an inventory of 20 billion barrels of net legacy heavy oil reserves and 37 billion barrels of net new project reserves.



PRISM Updates:

May 16, 2012
Vilje

May 15, 2012
Alur Siwah-Alur Rambong (Block A Aceh)

May 15, 2012
Tubarao Azul (Waimea)

May 15, 2012
Tawke

May 15, 2012
Catcher

On Point:

May 14, 2012
Why the Rosneft JV Alliances Matter
Rosneft has reached agreements to form separate JV alliances with three Global Competitor companies: ExxonMobil, ENI, and Statoil. What Rosneft ...

May 11, 2012
The Cost of High Oil Prices: Argentina Takes Control of YPF
Argentina has passed legislation expropriating a 51% share in YPF from Repsol and declaring the oil and gas industry to be of "national public interes...

Apr 11, 2012
North American Arctic Gas Takes a Hit
In past issues of On Point we have warned that North American Arctic gas supply prospects were at risk due to the rise in unconventional gas productio...

Feb 13, 2012
The Future of North American Natural Gas Prices
Under the combined impact of unusually warm weather and ballooning supply, natural gas prices have taken a beating this winter in North America. Rece...

Jan 25, 2012
Cost Watch 2011
This issue of Cost Watch reflects current estimates of inflation pressures in the oil and gas industry through the end of 2011. Results from Septembe...