世界のトップ10石油・ガス開発・生産市場...市場調査レポートについてご紹介

1 Table of Contents
1 Table of Contents 5
1.1 List of Tables 9
1.2 List of Figures 10
2 Introduction 12
2.1 Overview 12
2.2 GlobalData Report Guidance 13
3 Deepwater Gulf of Mexico 14
3.1 Comeback of Deepwater Drilling in the Gulf of Mexico to Reinforce the Potential of the Region 14
3.1.1 Deepwater Drilling in the Gulf of Mexico Expected to Return to Pre-Blowout Levels Soon 14
3.2 The Success of the 216/222 Lease Sale in the Central Gulf of Mexico Indicates Strong Interest of Oil and Gas Companies in the Region 17
3.3 Several Oil and Gas Discoveries Made in Deepwater Gulf of Mexico over past Two Years 18
3.3.1 Potential of the Gulf of Mexico Re-established by Deepwater and Ultra-Deepwater Discoveries 18
3.4 Crude Oil Production in the Deepwater Gulf of Mexico Increased at an Average Annual Growth Rate of 1.8% Between 2001 and 2011 20
3.4.1 Natural Gas Production in the Deepwater Gulf of Mexico Decreased at an Average Annual Growth Rate of -2.9% Between 2001 and 2011 21
3.4.2 Thunder Horse, Shenzi and Ursa/Princess are Key Crude Oil Production Fields in the Deepwater Gulf of Mexico 22
3.5 Deepwater Production in the Gulf of Mexico is Expected to Increase at an Average Annual Growth Rate of 2.2% Between 2011 and 2020 23
3.6 Gulf of Mexico Witnessed 18 Financial Deals in 2012 (Until September) 24
3.7 BP Plc Participated in the Largest Number of Deepwater Exploration Blocks in the Gulf of Mexico as of 2011 25
3.8 Shell was the Highest Producer of Gross Crude Oil and Natural Gas in the Deepwater Gulf of Mexico in 2011 26
4 Oil Shales in the US 27
4.1 The Bakken Shale’s Crude Oil Deposits are One of the Largest in the US 29
4.1.1 Bakken Shale Play, Historical and Production Forecast, 2004–2020 29
4.1.2 Bakken Shale, Major Companies by Acreage, 2012 30
4.1.3 North Dakota Bakken Shale, Major Companies by Production, 2011 31
4.2 Eagle Ford Shale Emerged as Crude Oil Production Hub in the US 32
4.2.1 Eagle Ford Shale, Historic and Forecast Production 2004–2020 32
4.3 Granite Wash Stretches across Northeastern Texas and Southern Oklahoma into the Anadarko Basin, US 34
4.3.1 Granite Wash Play, Historic and Forecast Production, 2004–2020 34
4.3.2 Granite Wash, Major Companies by Acreage 35
4.3.3 Granite Wash, Major Companies by Production 36
4.4 Niobrara Shale Formation Spans across Northeast Colorado, Northwest Kansas, and Parts of Nebraska and Wyoming 37
4.4.1 Niobrara Shale, Major Companies by Acreage, 2012 38
4.4.2 Niobrara Shale, Major Companies by Production, 2011 39
4.5 Emerging Oil Shale Plays in North America 40
4.5.1 Barnett Combo Play 40
4.5.2 Cana Woodford Shale 40
4.5.3 Tuscaloosa Marine Shale 40
4.5.4 The Green River Basin Oil Shale Field 41
4.5.5 Wolfcamp Shale Formation 41
5 Oil Sands in Canada 42
5.1 Canada Possesses Third Largest Proved Oil Reserves in the World 42
5.2 Oil Sands in Canada – Drivers and Challenges 44
5.2.1 The Oil Sands Industry Continues to Attract Foreign Investment due to the Existence of a Favorable Business Climate in Canada 44
5.2.2 High Crude Oil Prices Support Development of Oil Sands Industry in Canada 44
5.2.3 Technological Developments Aid Increased Oil Recovery and Reduce Environmental Impact of Oil Sands Development 44
5.2.4 Oil Sands Industry Continues to Attract Criticism due to High Water Use and Greenhouse Gas Emissions 45
5.3 Oil Sands in Canada – Historic Production and Major Oil Sands Projects 46
5.3.1 Oil Sands Industry in Canada Produced 581.9mmbbl of Bitumen and Synthetic Crude in 2011 46
5.3.2 Athabasca Region Recorded the Largest Bitumen Production from Oil Sands in Canada, 2011 47
5.3.3 Mining Method Accounts for 52.1% of Bitumen and Synthetic Crude Production from Canada’s Oil Sands, 2011 48
5.3.4 Heavy Oil Upgraders in the Canadian Oil Sands Industry Recorded 453.1mmbbl of Capacity in 2011 49
5.3.5 Syncrude is the Largest Heavy Oil Upgrader Project in Canada, 2011 50
5.4 Oil Sands in Canada – Production Forecasts 51
5.4.1 Oil Sands Industry in Canada is expected to Produce 3.2mmbblbd of Bitumen and Synthetic Crude by 2020 51
5.4.2 Heavy Oil Upgraders Capacity in the Canadian Oil Sands Industry Expected to Reach 542.5mmbbl by 2020 52
5.5 The Oil Sands Industry in Canada Witnessed 16 Financial Deals Between January to August 2012 53
5.6 Oil Sands in Canada – Competitive Landscape 54
5.6.1 Suncor Energy Incorporated had Net Proved and Probable (2P) Bitumen Reserves of 1,164mmbbls at the End of 2011 54
5.6.2 Imperial Oil Limited Reported Net Proved Bitumen Reserves of 2,413mmbbl by the End of 2011 54
5.6.3 Shell Produced 45mmbbl of Synthetic Crude Oil in 2011 55
6 Offshore Subsalt Basins in Brazil 56
6.1 Brazil’s Offshore Subsalt Plays could Contain 50–300 Billion Barrels of Recoverable Oil Reserves 56
6.2 Santos Basin is one of the Most Prominent Basins for Subsalt Exploration and Production in Brazil’s Offshore Region 57
6.2.1 33 Active New Exploration and Extension Subsalt Blocks in the Campos Basin 59
6.2.2 Espirito Santo is the Third Most Prominent Offshore Subsalt Basin in Brazil after the Santos and Campos Basins 60
6.3 Substantial Oil and Gas Resources are Driving Subsalt Developments in Brazil 61
6.3.1 Highest Number of Oil and Gas Discoveries in the World Made in Brazil in 2012 (Until October) 62
6.4 Roncador was the Largest Subsalt Offshore Oil and Gas Production Field in Brazil, 2011 64
6.5 Offshore Subsalt Basins in Brazil – Drivers and Challenges 65
6.5.1 Floating Production Storage and Offloading Units to Play a Pivotal Role in Subsalt Development in Brazil 65
6.5.2 Technical and Regulatory Challenges Faced by Oil and Gas Operations in Subsalt Basins 65
6.6 Petrobras Leads Oil and Gas Exploration, Production and Discoveries in the Brazilian Offshore and Subsalt Region 66
7 Extra-heavy Oil Belt in Venezuela 68
7.1 Venezuela is the Second Largest Developer of Extra-heavy Oil Reserves in the World after Canada 68
7.2 Orinoco Extra-heavy Oil Belt Constitutes about 75% of Venezuela’s Total Proved Oil Reserves 70
7.2.1 Exploration at the Orinoco Oil Belt, Commenced in 1920 70
7.3 Orinoco Extra-heavy and Heavy Oil Belt Blocks 71
7.3.1 Boyaca Block 71
7.3.2 Junin Block 72
7.3.3 Ayacucho Block 73
7.3.4 Carabobo Block 73
7.4 Orinoco Oil Belt Contributes 20% of Venezuela’s Total Oil Production 75
7.4.1 Major Extra-heavy Oil Producing Fields in the Orinoco Oil Belt 76
7.5 Heavy Oil Upgraders in Venezuela 77
8 Upstream Sector in Colombia 78
8.1 Colombia is an Emerging Oil Producer from South and Central America 78
8.1.1 Colombia Recorded Two Billion Barrels of Proved Oil Reserves by the End of 2011 78
8.2 Key Drivers for the Growth of Colombia’s Oil and Gas Market 79
8.2.1 The Colombian Petroleum Sector has Attracted Substantial Foreign Direct Investment in Recent Years 79
8.2.2 Increasing Exploration Activities for Oil and Gas in Colombia 80
8.3 Colombia Emerges as Active Destination for Mergers and Acquisitions in Oil and Gas Exploration and Production 81
8.4 Llanos Basin is the Epicenter for Exploration and Production Activities in Colombia 82
8.5 Third Largest Number of Oil and Gas Discoveries in the World Made in Colombia Since 2007 83
8.6 Oil and Gas Production in Colombia has Increased at an Average Annual Growth of 12.8% Since 2007 84
8.7 Oil and Gas Production in Colombia Expected to Grow at an Average Annual Growth Rate of 4.8% Between 2012 and 2020 85
8.8 Ecopetrol Participates in the Largest Number of Exploration Blocks in Colombia 86
8.9 Ecopetrol Leads Oil and Gas Production in Colombia 87
9 Shale Gas in Europe 88
9.1 Heavy Import Dependence for Natural Gas Driving European Countries to Develop Shale Gas Resources 88
9.2 European Shales Attract Keen Business Interest Regionally 89
9.3 Poland and France are Key Geographies for Shale Gas Development in Europe 90
9.3.1 Key Gas Shale Exploration Areas in Europe 90
9.4 Poland and Ukraine offer Favorable Investment Scenarios for Shale Development in Europe 91
9.5 Major Mergers and Acquisitions and Asset Transactions in Gas Shales in Europe 93
9.6 Shale Gas Exploration Increasing in Western Europe 94
9.7 Ukraine and Hungary Represent Highest Shale Gas Potential in Eastern Europe 95
9.8 Poland Leads Shale Gas Development Activities in Europe 96
9.9 Major Companies Operating in the Shale Gas Market in Europe 97
9.10 American International Oil Companies Plan to Leverage their Acquired Expertise in the US Shale Gas Plays 98
9.11 Independent Oil Companies to Play a Key Role in European Shale Gas Market 99
10 Oil and Gas in the Arctic Region 100
10.1 Vast Technically Recoverable Oil and Gas Resources in the Arctic Region 100
10.1.1 The Western Siberian Basin Considered the Largest Petroleum Basin in the World 102
10.2 Oil and Gas Exploration in the Arctic – Key Drivers and Challenges 102
10.2.1 Substantial Oil and Gas Reserves and Advanced Offshore Drilling Technologies to Enable International Oil Companies to Increase Exploration Activities in Arctic Region 102
10.2.2 Shrinking Ice Cover in the Arctic to Lead to Increased Exploration and Drilling Activities 103
10.2.3 Russian Government’s New Tax Approach to Strengthen Incentives for Offshore Operations 103
10.2.4 Environmental Issues May Hamper Exploration Activities in the Arctic Region 103
10.2.5 Environmental Groups Oppose Exploration in the Arctic Region 104
10.2.6 Harsh Climatic Conditions in the Arctic Affect Infrastructure Development Activities 104
10.2.7 Territorial Disputes Affect Oil and Gas Development in Arctic 105
10.3 Rosneft Co-operates with International Oil Companies to Explore and Develop Arctic Resources and Venture into Other International Projects Operated by International Oil Companies 105
10.3.1 Rosneft and ExxonMobil Co-operate on Exploration and Production Activities in Kara Sea and Western Siberian Basin 105
10.3.2 Rosneft and Statoil have Entered into an Agreement to Carry Out Exploration Activities in the Barents Sea and the Sea of Okhotsk 106
10.3.3 Rosneft and Eni Sign Agreement for Exploration in the Black Sea and Barents Sea 106
10.4 ExxonMobil. Statoil, Cairn Energy, Shell and BP are some Major International Oil Companies Involved in the Exploration of Oil and Gas in the Arctic Region 107
10.4.1 ExxonMobil’s Arctic Operations Span Canada, the US (Alaska), Greenland and Russia. 107
10.4.2 Statoil Takes Strategic Approach to Increasing its Presence in the Arctic 107
10.4.3 Cairn Energy Focuses on Exploration Efforts in Greenland Arctic Region 108
10.4.4 Royal Dutch Shell Plc among the Leading Companies Focusing on Exploration in the Arctic Region 108
10.4.5 BP Plc has Strong Presence in the US and Russian Arctic Regions 109
11 Deep Offshore West Africa 110
11.1 Angola and Ghana Lead Deep Offshore Oil and Gas Exploration in West Africa 110
11.2 Nine Deep Offshore Discoveries in West Africa in 2012 (Until September) 111
11.3 Offshore Oil and Gas Production in West Africa Accounted for 74.3% of the Region’s Total Production in 2011 112
11.3.1 Offshore Oil and Gas Production in West Africa is Expected to Increase at an Annual Average Growth Rate of 3.8% Between 2011 and 2020 114
11.4 Deep Offshore Oil and Gas Sector in West Africa – Key Drivers and Challenges 115
11.4.1 Potential for Pre-Salt Discoveries in Deep Offshore West Africa 115
11.4.2 The Gulf of Guinea will Continue to be a Key Region for the Exploration and Production of Oil and Gas in Deep Offshore West Africa 117
11.4.3 Floating Production Storage and Offloading Vessels to Play Key Role in Unlocking the Potential of Oil and Gas Fields in Deep Offshore West Africa 118
11.4.4 Increasing Piracy Attacks are Affecting Oil and Gas Exploration and Production Operations in Offshore West Africa 119
11.5 Equatorial Guinea Offers Attractive Fiscal Terms for Oil and Gas Exploration and Production in West Africa 120
11.6 Major Deep Offshore Oil and Gas Companies in West Africa – A Competitive Landscape 122
11.6.1 Sonangol has Equity Stakes in the Largest Number of Active Offshore Exploration Blocks in West Africa 122
11.6.2 ExxonMobil Recorded the Highest Oil and Natural Gas Production in Offshore West Africa in 2011 123
12 Oil and Gas in East Africa 124
12.1 Tanzania has the Highest Number of Sedimentary Basins Among Key Emerging Exploration Markets in East Africa 124
12.2 Kenya, Tanzania and Mozambique are among the Leading Emerging Exploration Markets in East Africa 126
12.3 Mozambique and Tanzania Lead East Africa in terms of Number of Discoveries in 2012 (Until September) 127
12.4 Emerging Exploration Markets in East Africa Offer Competitive Fiscal Terms 128
12.5 Emerging Oil and Gas Exploration Markets in East Africa, Key Drivers and Challenges 129
12.5.1 Increasing Global Oil and Gas Demand to Drive Exploration Activities in East Africa 129
12.5.2 Increasing Hydrocarbon Discoveries in East Africa to Prompt Exploration Activities in the Region 129
12.5.3 Political and Economic Uncertainties to Hinder E&P Activities in East Africa 130
12.6 Hydrocarbon Potential in East Africa Attracts a Number of Oil and Gas Companies 130
12.6.1 Heritage Oil Plc and Ophir Energy Plc Limited are Key Exploration Companies in Tanzania 131
12.6.2 Sasol Petroleum International Pty, Limited and Anadarko Petroleum Corporation are Key Exploration Companies in Mozambique 132
12.6.3 Tullow Oil Plc Among the Major E&P Companies in Kenya 133
12.6.4 SouthWest Energy, Africa Oil Corporation and Calvalley Petroleum Incorporated are Key Exploration Companies in Ethiopia 134
12.6.5 Tullow Oil Plc Among the Major Exploration Companies in Uganda 135
13 Appendix 136
13.1 Market Definition 136
13.2 Abbreviations 137
13.3 Sources 139
13.4 Methodology 140
13.4.1 Coverage 140
13.4.2 Secondary Research 140
13.5 Contact Us 140
13.6 Disclaimer 141