Global Oil & Gas Suite

Transcription

1 IHS ENERGY Global Oil & Gas Suite Comprehensive analysis and insight on upstream opportunities, risk, infrastructure dynamics, and downstream markets

2 Global Oil & Gas Suite

3 Make optimal decisions about the entire value chain, including new opportunities upstream, logistics and terminaling midstream, and refining downstream to drive profitability and growth Oil and gas companies face challenges, uncertainties, risks, and screen for opportunities every day. The unconventionals promise, capital constraints, increased competition, price volatility, changing geopolitics, the evolving regulatory environment, and the threat of diminishing returns create a complicated landscape for the global oil and gas industry. It is more important than ever to formulate robust strategies based on a solid understanding of the complete energy landscape. IHS has designed a suite of products, the Global Oil & Gas Suite, specifically to meet the needs of companies investing in the global oil and gas industry. Through integrated research and analysis, use of proprietary data and modeling, and access to trusted experts, IHS provides incomparable advice, insight, and expertise to executives and analysts alike. Clients rely on IHS for help in making reliable plans and decisions and for our unique views and sound perspectives about changing market conditions, petroleum sector risk, and the competitive landscape, critical factors for both the short-term and long-term horizons. We provide clients with globally balanced country and regional details of up-to-date market fundamentals, providing vision of market driven impacts across the whole petroleum value chain. Global Oil & Gas Suite members rely on IHS to help them Build, develop, and optimize their oil and gas portfolios Evaluate and rank opportunities by region, play, resource-types and markets to develop play entry or exit options Evaluate the competitive landscape; the interplay of international oil company and national oil company strategies and activities in conventional and unconventional resources Understand and anticipate the current and future oil, gas, liquefied natural gas (LNG), and product markets Develop short-term tactics and long-term strategies incorporating the business environment and petroleum sector risk Unique to IHS is our ability to integrate insight across all fuel types, economic and risk drivers, and impacts from energy end-use and adjacent markets, incorporating coverage of dynamic geopolitical and macroeconomic events, and their impact on the competitive landscapes. Global Oil & Gas Suite focuses on key topics that are critical to your business - from screening and opportunity selection to market actions. Economy Macro Global and regional economics Simulations Risks Planning and Strategy Drivers, future trends & signposts Outlooks to 2035 Scenarios E&P challenges Conventional vs. unconventional Strategies and risks Opportunities Acreage costs Development costs Cost trends Economics Infrastructure Rankings Policy and regulation Key risks Oil Crude and product markets Refining supply and demand Pricing Benchmark analytics Policy impacts Infrastructure impacts Gas Supply and demand LNG Pricing Benchmark analytics Policy impacts Regional outlooks Infrastructure impacts Export economics Operations Best D&C practices Competitor benchmarking Costs and trends Technology trends Regulatory Industry activity Gaining access Government relations Unconventionals Play analysis Benchmarking Mapping Economics Rig and production outlooks NGL Trends

4 Reliable decision-making support to drive successful growth strategies and commercial plans As new resources emerge and infrastructure requirements change, companies engaged in the oil and gas business need to understand potential impacts across the value chain to make strategic decisions that capture market opportunities. IHS Global Oil & Gas Suite provides an advanced and indispensable platform with comprehensive analysis and insights into the oil & gas industry to help companies navigate diverse and difficult problems. Critical questions are answered broadly and deeply with a maximum of core insights and peripheral vision. Reserve replacement & Production optimization Market outlook and forecasting Above-ground risk What are the best opportunities to investigate for further development? Which opportunities present a strategic advantage in which world view? What are the emerging merger and acquisition opportunities? What are the economics of growth plays worldwide? Where are the most productive wells being drilled? At what cost will new supply enter the market? How can my company increase production? How will the oil and gas markets perform in the years ahead? How and when will supply, demand, and prices of oil and gas rise or fall? How will international LNG projects affect oil and gas prices regionally and globally? Will some market segments or regions perform better than others? How will the competitive landscape change over time? Will coal retirements have a major impact on gas demand? What will be the potential impacts from rising unconventionals? What above ground risks should be considered when developing a longterm strategic outlook? What are the petroleum sector risk factors in each country/region and how do they compare region to region? Are above-ground uncertainties the main determinant of the outlook for and the pace of future unconventionals development? How will fiscal terms, regulations and other energy policies change over time? What type of risk in a portfolio of country investments? How should above ground risks affect my entry, exit, and operations strategies? How will the State energy sector change and what could be the impact on investment?

5 Cost management Company strategies Selling downstream What are the outlooks for capital and operating costs, globally and by region? What is the impact of rising project costs on the corporation? How do costs for a firm s specific portfolio of projects compare with the IHS Upstream Operating and Capital Cost Indexes? What is the real versus estimated rate of inflation for large projects? What approaches can be used to minimize the impact of rising costs on project costs? Which development practices are most effective for improving operations? Is drilling and completion efficiency improving? Which operators are the leaders in the various plays? How do strategies and returns differ by operator? Which assets make my competitors most successful? What is the future focus and portfolio strategy of different companies? How are National Oil Company strategies shaped by State requirements and needs in the region? How does my company rank against competitors? Which grades of crude oil are similar to my expected production and what price might they achieve? How do changing crude qualities affect values and market placement options? How can benchmark crude prices and related spreads provide an opportunity to improve my crude netbacks? When might changes in crude production impact trade that could affect my business? What regions will remain most competitive for the next 2, 5 and 20 years? Will logistics infrastructure and downstream refining impact my ability to achieve good value? What are the latest views of logistics developments that might impede my commercial strategy?

6 Suite deliverables: Comprehensive, integrated insights and data Members receive access to a broad range of deliverables from each of the selected Services in the suite. The detailed deliverables vary according to each service, but fit into these general categories: Strategic reports on key industry issues Key strategic themes to set the stage for the future of the industry Country Overview Context for understanding a country business environment, including energy balance, industry infrastructure, production outlooks, petroleum sector risk, role of the NOC, regulation and opportunities. Regional Perspectives E&P activity analysis, including appraisal activity, discovery rates, and reserves added, as well as quantitative insights and outlooks. Market supply, demand and pricing fundamentals Price outlooks for the world, Europe, CIS and Africa markets Growth play analysis and forecasts Regional demand analysis Includes crude oil, natural gas, LNG, and refined products Short-term market updates/ongoing market monitoring Weekly reports, including storage forecast and commentary on market dynamics and price implications Monthly briefings with 60-month outlooks, including trading point differentials, supply/demand balance, demand by sector Quarterly market updates Annual market summaries Regional-level information Strategy and competitor performance profiles Comprehensive analysis of stated and inferred corporate strategies Corporate objectives, areas of operation, reserves, production challenges and performance metrics Upstream benchmarking and customizable peer comparisons 10-year outlooks of company new source production by country and play types Long-term outlooks 20-year outlooks for pricing Online analytical risk tool 21 continuously-updated risk factors by region Data center 20-year outlooks for oil, gas, natural gas liquids (NGL), LNG, and refined products 10-year oil and gas outlooks at the growth play level Appraisal activity, discovery rates, and reserves added Global asset research database Development plans, production levels and exploration results 2,500 active upstream assets around the world Member Events Members are invited to IHS events that provide timely and integrated views of the energy landscape. These include our signature IHS Forum events. The Forums combine research presented by IHS energy, macroeconomic, and industry experts in an interactive format where ideas are freely discussed. In addition, Suite members are invited to IHS webcasts, held throughout the year, on top-of-mind issues across the global oil & gas sector. Access to Analysts IHS has over 2,000 analysts across the globe with over 600 dedicated to energy market analysis. We can provide you with deep insights from local experts for all major regions, wherever you are located or have operations.

7 Delivering deep insights into the big drivers of the oil & gas industry IHS clients are able to leverage our trusted research, access our industry experts worldwide, and benefit from personal support to help them make sound decisions and win in a complex business environment. The Global Oil & Gas Suite gives members: An improved grasp of the impacts of unconventionals on the upstream and downstream portfolio. IHS industryunique and industry-standard exploration and production database Enerdeq Browser provides the critical granular detail our analysts utilize to evaluate specific upstream opportunities and strategic trends. An understanding of how the new map of global gas, including LNG, impacts end-market, midstream, and upstream options, with in-depth analysis of global projects. Our global, multi-industrial database and perspective provide the broadest and deepest models for greater reliability. Insights on the downstream that help you understand regional markets, supply, trade, and margins providing confidence that the impacts of tight oil, shale gas, and petrochemical demand are fully considered and balanced down to the individual project level. Global Oil & Gas Suite focuses on key topics and services that are critical to your business: Future trends Scenario planning Macro and regional economy Industry drivers, competition and outlooks E&P opportunities, economics, and risks Through strategic acquisitions over the years, IHS has integrated expertise across the energy value chain, as well as across the chemical, automotive, electronics, shipping, aerospace, and other markets. Access to IHS services at the suite level provides comprehensive access to insights relevant to the oil and gas industry, from IHS research teams spanning this full spectrum of markets. Gain a complete market perspective. Our Global Oil & Gas Suite allows you to see more broadly, identify signposts, and avoid surprises in your assumptions. Members receive a wide range of reports and research alerts covering shifts across the value chain of each sector that affects the oil and gas industry. IHS has integrated consistent and trusted methodologies for market models, while offering an interconnected view. Get the details you need, when you need them. You can also access and download the detailed data and forecasts as inputs to further your internal analytics. Each service in the suite comes with unique detail, broadening your access to benchmarks and analytical inputs for your analysis. Suite deliverables include market fundamentals, supply and demand forecasts, project and asset monitoring, and capacity and throughput data and forecasts. IHS encourages our clients to access the data behind our forecasts to understand variables and assumptions, resulting in deeper confidence in analytical results. Access any of our research experts. You can contact our research experts across the energy value chain to gain additional visibility into their methodologies and assumptions. Get insights from each of the researchers that contributed insights or forecasts. Get all your critical research on one easy-to-use platform. IHS Connect enables you to quickly and easily search for and access critical market data or research, and then use consistent analytical and visualization tools to customize the information to your needs. E&P strategies and technological innovation Crude, refining and refined product markets Gas & LNG: markets, economics and analytics Capital and operating costs Petroleum sector risk

8 Optimized for energy, access all of your research through IHS Connect. Available through desktop and ipad, IHS Connect is a new way to access your IHS research. IHS Connect is a new business and markets intelligence platform that gives you complete access to all of your energy analysis anytime - in the office or on the go. IHS Connect empowers you to search all of IHS Energy insight and analytics as well as customize your own dashboards. It uses advanced navigation, sophisticated content tagging and notifications, and interactive data visualization to optimize the ways you can access, query, visualize, and analyze research and data from energy and other industry segments. Functionality designed to give you answers Navigate content by insight, sector, geography, or company Customize your dashboard with over 20 different modules Discover rich content and time series data with SmartSearch functionality Analyze and model information and insight based on your personal workflow Create alternative scenarios Visualize information on dynamic charts, graphs, and maps Export content to Excel, PDF, and PPT Learn more at Save, share, and automatically refresh your research ABOUT IHS ENERGY IHS Energy, a part of IHS (NYSE: IHS), is the industry s authoritative provider of information, analytics, and insight to help clients to understand the interconnected, dynamic forces that shape energy markets and asset performance. Our experts and analytical tools enable clients to continuously improve their strategy and operations across the entire energy value chain, covering oil and gas, coal, power, and renewables. For more information Contact your account manager or call us at Americas: Tel: [email protected] Europe, Middle East, and Africa Tel: +44 (0) [email protected] Asia Pacific: Tel: [email protected] AW