Grupa Lotos S.A.：石油・ガスバリューチェーン分析レポート2013...市場調査レポートについてご紹介

Table of Contents
Table of Contents 2
List of Tables 5
List of Figures 8
Company Snapshot 9
Company Overview 9
Key Information 9
Financial Performance 9
Grupa Lotos S.A. , Exploration and Production Summary 10
Grupa Lotos S.A., Fields under development 10
Grupa Lotos S.A. , Active Exploration Blocks, by Country, 2003-2012 10
Grupa Lotos S.A., Crude Oil Production, by Country, 2003-2012 11
Grupa Lotos S.A., Natural Gas Production, by Country, 2003-2012 12
Grupa Lotos S.A., Crude Oil and Natural Gas Production By Fields 13
Grupa Lotos S.A., Crude Oil Production 13
Grupa Lotos S.A., Crude Oil Production in Poland, By Fields 13
Grupa Lotos S.A., Natural Gas Production 13
Grupa Lotos S.A., Natural Gas Production in Poland, By Fields 13
Crude Oil And Natural Gas Production Forecasts, 2013-2020 14
Grupa Lotos S.A.’s Exploration Blocks Details 14
E68(Gas Potudnie)’s Exploration Details 14
E9,E10(Gotlandia)’s Exploration Details 15
E49, E29(Leba)’s Exploration Details 15
E30/E50(Rozewie)’s Exploration Details 16
Block 10/11(Sambia E)’s Exploration Details 16
E69, Block 9 (Sambia W)’s Exploration Details 17
E28/E29/E48(Gaz Polnoc)’s Exploration Details 17
9/1(PL 316 B)’s Exploration Details 18
Grupa Lotos S.A.’s News Details, 9/1(PL 316 B) 18
Grupa Lotos S.A.’s Deals Details, 9/1(PL 316 B) 20
9/2,9/5(PL 316)’s Exploration Details 20
Grupa Lotos S.A.’s News Details, 9/2,9/5(PL 316) 21
Grupa Lotos S.A.’s Deals Details, 9/2,9/5(PL 316) 23
8/1,8/2,8/3, 9/1, 17/11,17/12(PL 455)’s Exploration Details 24
7/7,7/8,7/11(PL 497)’s Exploration Details 24
Grupa Lotos S.A.’s News Details, 7/7,7/8,7/11(PL 497) 24
Grupa Lotos S.A.’s Deals Details, 7/7,7/8,7/11(PL 497) 27
7/7,7/8,7/11,7/12 (PL 498)’s Exploration Details 28
Grupa Lotos S.A.’s News Details, 7/7,7/8,7/11,7/12 (PL 498) 28
Grupa Lotos S.A.’s Deals Details, 7/7,7/8,7/11,7/12 (PL 498) 30
17/7,17/8 (PL 503)’s Exploration Details 31
Grupa Lotos S.A.’s News Details, 17/7,17/8 (PL 503) 31
Grupa Lotos S.A.’s Deals Details, 17/7,17/8 (PL 503) 32
7/8,7/11(PL 497 B)’s Exploration Details 34
Grupa Lotos S.A.’s News Details, 7/8,7/11(PL 497 B) 34
Grupa Lotos S.A.’s Deals Details, 7/8,7/11(PL 497 B) 35
17/5,17/6,17/9(PL 503 B)’s Exploration Details 35
Grupa Lotos S.A.’s News Details, 17/5,17/6,17/9(PL 503 B) 36
Grupa Lotos S.A.’s Deals Details, 17/5,17/6,17/9(PL 503 B) 36
6610/2(PL 655)’s Exploration Details 37
6406/1,6406/4,6406/5(PL 643)’s Exploration Details 37
Grupa Lotos S.A.’s Field Details 38
Yme (redevelopment)’s Field Details 38
Grupa Lotos S.A.’s News Details, Yme (redevelopment) 38
Grupa Lotos S.A.’s Deals Details, Yme (redevelopment) 48
B3’s Field Details 49
Grupa Lotos S.A.’s News Details, B3 49
B8’s Field Details 50
Grupa Lotos S.A.’s News Details, B8 51
B4’s Field Details 52
Grupa Lotos S.A.’s News Details, B4 52
Grupa Lotos S.A.’s Deals Details, B4 53
B6(redevelopment)’s Field Details 54
Grupa Lotos S.A.’s Deals Details, B6(redevelopment) 54
Grupa Lotos S.A. Oil and Chemical Storage Operations 55
Oil and Chemical Storage Operations by Country, 2005-2017 55
Oil and Chemical Storage Operation 56
Grupa Lotos S.A.’s Oil and Chemical Storage Operation, Poland, Storage Capacity, 2005-2017 56
Grupa Lotos S.A.’s Oil and Chemical Storage Terminal Asset Details 57
Grupa Lotos S.A.’s Oil and Chemicals Storage Terminal Asset Details, Grupa Lotos Czechowice 57
Grupa Lotos S.A.’s Oil and Chemicals Storage Terminal Asset Details, Grupa Lotos Gdansk 58
Grupa Lotos S.A.’s Oil and Chemicals Storage Terminal News Details, Grupa Lotos Gdansk 59
Grupa Lotos S.A.’s Oil and Chemicals Storage Terminal Asset Details, Grupa Lotos Jaslo 59
Grupa Lotos S.A.’s Oil and Chemicals Storage Terminal Deals Details, Grupa Lotos Jaslo 60
Grupa Lotos S.A. Refining Operations 61
Grupa Lotos S.A., Total Refining Capacity, 2005-2017 61
Grupa Lotos S.A., Refining Operation, Poland 62
Refining Operation, Poland, Atmospheric/Crude Distillation Unit Capacity, 2005-2017 62
Refining Operation, Poland, Total Hydrocracker, 2005-2017 62
Grupa Lotos S.A.’s Refining Asset Details 63
Grupa Lotos S.A.’s Refining Asset Details, Gdansk 63
Grupa Lotos S.A.’s Refining News Details, Gdansk 63
Grupa Lotos S.A.’s Refining Deals Details, Gdansk 66
Key Employees 67
Key Employee Biographies 68
Grupa Lotos S.A. – Major Products and Services 69
History 71
Company Statement 76
Locations And Subsidiaries 77
Head Office 77
Other Locations & Subsidiaries 77
Business Description 79
Business Overview 79
Downstream 79
Overview 79
Production 79
Financials 79
Upstream 80
Overview 80
Production 80
Financials 80
Market View 80
SWOT Analysis 81
Overview 81
Grupa Lotos S.A. Strengths 81
Strong Market Position 81
Wide Product Mix 81
Vertically Integrated Operations 82
Grupa Lotos S.A. Weaknesses 82
Geographical Concentration 82
Grupa Lotos S.A. Opportunities 82
Shift to European Shale Gas 82
Economic Growth 82
Business Expansions 83
Grupa Lotos S.A. Threats 83
Intense Competition 83
Rising Capital Costs in the Refining Sector 83
Stringent Regulations 83
Grupa Lotos S.A. – Key Competitors 84
Company Financial Ratios 85
Financial Ratios – Capital Market Ratios 85
Financial Ratios – Annual Ratios 85
Performance Chart 87
Financial Performance 87
Financial Ratios – Interim Ratios 88
Financial Ratios – Ratio Charts 89
Recent Developments 90
Aug 13, 2013: LOTOS at the close of the first half-year 90
May 07, 2013: Lotos Reports Revenue Of PLN7.2 Million In Q1 2013 92
Mar 29, 2013: Lotos Schedules Overhaul At Gdansk Refinery In Poland 92
Jan 03, 2013: Lotos Signs PLN14 Billion Fuel Supply Contracts 93
Dec 24, 2012: Mercuria Energy To Supply Crude Oil To Lotos 93
Dec 21, 2012: Petraco Oil To Supply Crude Oil To Lotos 94
Dec 21, 2012: Statoil To Supply Crude Oil To Lotos 94
Dec 21, 2012: Lotos And Lotos Tank Execute Agreement For Aviation Fuel Supplies 94
Nov 27, 2012: Lotos Executes PLN913m Worth Contracts With Shell 94
Nov 23, 2012: Lotos Collaborates With Azoty Tarnow 95
Appendix 96
Market Definitions 96
Oil Storage Terminals 96
Refinery 96
Methodology 96
Coverage 96
Secondary Research 97
Primary Research 97
Expert Panel Validation 97
Contact Us 97
Disclaimer 97