Survey Contents: Oil and Gas 2005

1. EXECUTIVE SUMMARY
2. HIGHLIGHTS
3. INDUSTRY OVERVIEW

3.1 Introduction
3.2 Current Market Conditions
3.3 Major Segments
3.3.1 Upstream Segment
3.3.2 Downstream Segment
3.4 Supply and Demand
3.4.1 Reserves Position
3.4.2 Supply and Demand: Oil
3.4.3 Supply and Demand: Gas
3.5 Industry Trends
3.5.1 High Crude Oil and Natural Gas Prices
3.5.2 Consolidation
3.5.3 Risk Management
3.5.4 Application of Technology
3.5.5 Chinese Companies Pursuing Overseas Assets
3.6 Conclusion
3.7 Bibliography

4. GROWTH DRIVERS

4.1 Introduction
4.2 GDP growth
4.3 Consumption growth in emerging markets
4.4 Demand from end-user segments
4.5 International trade
4.6 Weather
4.7 Conclusion
4.8 Bibliography

5. ISSUES AND CHALLENGES

5.1 Introduction
5.2 Volatile energy prices
5.2.1 OPEC’s production changes
5.2.2 New Reserves behind production
5.3 Terrorism and geopolitical instability
5.4 Drying reserves
5.4.1 Crude oil
5.4.2 Natural gas
5.4.3 Alternative Energy
5.5 Conclusion
5.6 Bibliography

6. TECHNOLOGY

6.1 Introduction
6.2 Segmental Technological Trends
6.2.1 Upstream
6.2.2 Downstream
6.3 Changes in technology and its application in 2005
6.3.1 Wireless Sensor Networks
6.4 The International Energy Agency study on oil and gas technologies for future energy markets
6.5 Conclusion
6.6 Bibliography

7. MAJOR MARKETS

7.1 Introduction
7.2 North America
7.2.1 US
7.3 Europe and Eurasia
7.3.1 Reserves
7.3.2 Supply and Demand: Oil
7.3.3 Supply and Demand: Natural Gas
7.3.4 Refining
7.3.5 Major Players
7.4 Japan
7.4.1 Supply and Demand: Oil
7.4.2 Supply and Demand: Natural Gas
7.4.3 Refining
7.4.4 Major Players
7.5 China
7.5.1 Reserves
7.5.2 Supply and Demand: Oil
7.5.3 Supply and Demand: Natural Gas
7.5.4 Refining
7.5.5 Major Players
7.6 India
7.6.1 Reserves
7.6.2 Supply and Demand: Oil
7.6.3 Supply and Demand: Natural Gas
7.6.4 Refining
7.6.5 Major Players
7.7 Middle East
7.7.1 Reserves
7.7.2 Supply and Demand: Oil
7.7.3 Supply and Demand: Natural Gas
7.7.4 Refining
7.7.5 Major Players
7.8 Africa
7.8.1 Reserves
7.8.2 Supply and Demand: Oil
7.8.3 Supply and Demand: Natural Gas
7.8.4 Refining
7.8.5 Major Players
7.9 Conclusion
7.10 Bibliography

8. MAJOR PLAYERS

8.1 Introduction
8.2 ExxonMobil
8.2.1 Business Profile
8.2.2 Financial Analysis
8.2.3 Operational Analysis
8.2.4 Stock Performance
8.2.5 Strategies
8.2.6 Outlook
8.3 Chevron Corporation
8.3.1 Business Profile
8.3.2 Financial Analysis
8.3.3 Operational Analysis
8.3.4 Stock Performance
8.3.5 Strategies
8.3.6 Outlook
8.4 BP Plc
8.4.1 Business Profile
8.4.2 Financial Analysis
8.4.3 Operational Analysis
8.4.4 Stock Performance
8.4.5 Strategies
8.4.6 Outlook
8.5 Total
8.5.1 Business Profile
8.5.2 Financial Analysis
8.5.3 Operational Analysis
8.5.4 Stock Performance
8.5.5 Strategies
8.5.6 Outlook
8.6 ENI SpA
8.6.1 Business Profile
8.6.2 Financial Analysis
8.6.3 Operational Analysis
8.6.4 Stock Performance
8.6.5 Strategies
8.6.6 Outlook
8.7 ConocoPhillips
8.7.1 Business Profile
8.7.2 Financial analysis
8.7.3 Operational Analysis
8.7.4 Stock Performance
8.7.5 Strategies
8.7.6 Outlook
8.8 Petroleos Mexicanos
8.8.1 Business Profile
8.8.2 Financial Analysis
8.8.3 Operational Analysis
8.8.4 Outlook
8.9 Royal Dutch Shell
8.9.1 Business Profile
8.9.2 Financial Analysis
8.9.3 Operational Analysis
8.9.4 Stock Performance
8.9.5 Strategies
8.9.6 Outlook
8.10 Halliburton
8.10.1Business Profile
8.10.2 Financial Analysis
8.10.3 Operational Analysis
8.10.4 Stock Performance
8.10.5 Strategies
8.10.6 Outlook
8.11 Plains all-American Pipeline LP
8.11.1 Business Profile
8.11.2 Financial Analysis
8.11.3 Operational Analysis
8.11.4 Stock performance
8.11.5 Strategies
8.11.6 Outlook
8.12 Conclusion
8.13 References

9. REGULATORY ASPECTS

9.1 Introduction
9.2 Historical Perspective
9.3 Important Environmental Regulations
9.3.1 Clean Air Act
9.3.2 Kyoto Protocol
9.3.3 Safe Drinking Water Act
9.4 Other Regulations
9.4.1 US Energy Bill
9.4.2 Strategic Reserves
9.4.3 Pipeline Regulation and Safety
9.5 Conclusion
9.6 References

10. MERGERS AND ACQUISITIONS

10.1 Introduction
10.2 Current Scenario
10.3 Drivers for Mergers and Acquisitions
10.3.1 Pressure to Replenish Reserves
10.3.2 Increasing Market Share
10.3.3 High Finding and Development Costs
10.4 Trends in M&A
10.4.1 List of Major M&A in 2003-2005
10.4.2 Deals by Geography
10.5 Impact of M&A
10.6 Conclusion
10.7 Bibliography

11. CRITICAL SUCCESS FACTORS

11.1 Introduction
11.2 Reserve Replacement Ratio
11.3 Reserve Life
11.4 Finding and Development Costs
11.5 Technology
11.6 Integration Levels
11.7 Conclusion
11.8 Bibliography

12. FUTURE OUTLOOK

12.1 Introduction
12.2 Economy Outlook
12.3 Supply and Demand Outlook
12.3.1 Demand
12.3.2 Supply
12.4 Reserve Outlook
12.5 Price Outlook
12.6 Conclusion
12.7 Bibliography