Abstract
Malaysia Oil and Gas Exploration and Production Industry Investment
Opportunities, Analysis and Forecasts of All Active and Planned Exploration
Blocks and Oil and Gas Fields to 2012
Summary
This profile is the essential source for top-level industry data and
information relating to the Exploration and Production industry in Malaysia.
It provides asset level information relating to the active and planned oil and
gas fields and exploration blocks in Malaysia. The profiles of the major
companies operating in the upstream industry of Malaysia are also included in
the report. The latest news and deals pertaining to the sector are also
provided and analyzed.
Scope
・ Updated information relating to all active and planned exploration
blocks.
・ Provides historical and forecast data and information for all
the major operating and planned crude oil and natural gas fields.
・
Details operators and equity partners of oil and gas fields and exploration
blocks.
・ Includes information relating to license round details, start
and end dates, acreage, location, and reserves.
・ Information on the top
companies in the sector including business description, strategic analysis,
and financial information.
・ Product and brand updates, strategy changes,
R&D projects, corporate expansions and contractions and regulatory
changes.
・ Key mergers and acquisitions, partnerships, private equity
investments and IPOs.
Reasons to buy
・ Obtain the most up to date information available on exploration licenses and
oil and gas fields.
・ Identify growth markets and opportunities in the
industry.
・ Facilitate market analysis and forecasting of future industry
trends.
・ Facilitate decision making on the basis of strong historic and
forecast data data.
・ Assess your competitor' s exploration and production
asset portfolio.
・ Understand and respond to your competitors business
structure, strategy and prospects.
・ Develop strategies based on the
latest operational, financial, and regulatory events.
・ Do deals with an
understanding of how competitors are financed, and the mergers and
partnerships that have shaped the market.
・ Identify and analyze the
strengths and weaknesses of the leading companies.
Table of Contents
1 Table of Contents 2
1.1 List of Tables 8
1.2 List of Figures 9
2
Inroduction 10
2.1 What Is This Report About? 10
2.2 How To Use This
Report 10
2.3 Market Definition 10
3 Malaysia, Country Snapshot 11
3.1 Malaysia, Key Data 11
3.2 Malaysia, Exploration and Production Assets
Map 12
3.3 Malaysia, Crude Oil & Natural Gas Reserves 13
4 Malaysia,
Crude Oil And Natural Gas Production 15
4.1 Malaysia, Historical Crude Oil
Production 15
4.2 Malaysia, Historical Natural Gas Production 16
4.3
Malaysia, Crude Oil and Natural Gas Producing Asset Details 17
4.4
Malaysia, Crude Oil Producing Assets by Area 18
4.5 Malaysia, Natural Gas
Producing Assets by Area 19
4.6 Malaysia, Planned Production Assets
Details 19
4.7 Malaysia, Crude Oil Production by Company 20
4.8
Malaysia, Natural Gas Production by Company 21
5 Malaysia, Crude Oil And
Natural Gas Forecasts 22
5.1 Malaysia, Forecasted Crude Oil Production
22
5.2 Malaysia, Forecasted Natural Gas Production 22
6 Malaysia,
Exploration Block Details 23
6.1 Malaysia, Total Number of Active
Exploration Blocks 23
6.2 Malaysia, Total Number of Active Exploration
Blocks by Company 24
6.3 Malaysia, Exploration Blocks Details 25
6.4
Malaysia, Planned Exploration Blocks Details 27
7 Petroliam Nasional
Berhad (PETRONAS) 28
7.1 Petroliam Nasional Berhad (PETRONAS), Key
Information 28
7.2 Petroliam Nasional Berhad (PETRONAS), Company Overview
28
7.3 Petroliam Nasional Berhad (PETRONAS), Business Description 28
7.3.1 Petroliam Nasional Berhad (PETRONAS), Business Description, Business
Overview 28
7.4 Petroliam Nasional Berhad (PETRONAS), Value Chain Analysis
29
7.4.1 Petroliam Nasional Berhad (PETRONAS), Value Chain Analysis,
Upstream 29
7.4.2 Petroliam Nasional Berhad (PETRONAS),Value Chain
Analysis, Midstream 30
7.4.3 Petroliam Nasional Berhad (PETRONAS), Value
Chain Analysis, Downstream 31
7.4.4 Petroliam Nasional Berhad (PETRONAS),
Value Chain Analysis, Retail 32
7.5 Petroliam Nasional Berhad (PETRONAS),
SWOT Analysis 33
7.5.1 Petrolaim Nasional Berhad (PETRONAS), SWOT
Analysis, Overview 33
7.5.2 Petroliam Nasional Berhad (PETRONAS), SWOT
Analysis, Strengths 33
7.5.3 Petroliam Nasional Berhad (PETRONAS), SWOT
Analysis, Weaknesses 35
7.5.4 Petroliam Nasional Berhad (PETRONAS), SWOT
Analysis, Opportunities 35
7.5.5 Petroliam Nasional Berhad (PETRONAS),
SWOT Analysis, Threats 37
7.6 Petroliam Nasional Berhad (PETRONAS),
Revenue Analysis 39
7.6.1 Petroliam Nasional Berhad (PETRONAS), Revenue
Analysis, Revenue by Segment 39
7.6.2 Petroliam Nasional Berhad
(PETRONAS), Revenue Analysis, Revenue by Geography 40
7.7 Petroliam
Nasional Berhad (PETRONAS), Financial and Operational Review 41
7.7.1
Petrolaim Nasional Berhad (PETRONAS), Financial and Operational Review,
Financial Statements 41
8 Royal Dutch Shell Plc 43
8.1 Royal Dutch
Shell Plc, Key Information 43
8.2 Royal Dutch Shell Plc, Company Overview
43
8.3 Royal Dutch Shell Plc, Business Description 43
8.3.1 Royal
Dutch Shell Plc, Business Description, Business Overview 43
8.3.2 Royal
Dutch Shell Plc, Business Description, Chemicals 44
8.3.3 Royal Dutch
Shell Plc, Business Description, Exploration and Production 45
8.3.4 Royal
Dutch Shell Plc, Business Description, Gas and Power 47
8.3.5 Royal Dutch
Shell Plc, Business Description, Oil Products 49
8.3.6 Royal Dutch Shell
Plc, Business Description, Others 51
8.3.7 Royal Dutch Shell Plc, Business
Description, Major Products and Services 52
8.4 Royal Dutch Shell Plc,
Value Chain Analysis 55
8.4.1 Royal Dutch Shell Plc, Value Chain Analysis,
Upstream 55
8.4.2 Royal Dutch Shell Plc, Value Chain Analysis, Midstream
56
8.4.3 Royal Dutch Shell Plc, Value Chain Analysis, Retail 57
8.4.4
Royal Dutch Shell Plc, Value Chain Analysis, Power Generation 58
8.4.5
Royal Dutch Shell Plc, Value Chain Analysis, Transformation 59
8.5 Royal
Dutch Shell Plc, SWOT Analysis 60
8.5.1 Royal Dutch Shell Plc, SWOT
Analysis, Overview 60
8.5.2 Royal Dutch Shell plc, SWOT Analysis,
Strengths 60
8.5.3 Royal Dutch Shell plc, SWOT Analysis, Weaknesses 61
8.5.4 Royal Dutch Shell plc, SWOT Analysis Opportunities 62
8.5.5 Royal
Dutch Shell plc, SWOT Analysis, Threats 63
8.6 Royal Dutch Shell Plc,
Revenue Analysis 64
8.6.1 Royal Dutch Shell Plc, Revenue Analysis, Revenue
by Segment 64
8.6.2 Royal Dutch Shell Plc, Revenue Analysis, Revenue by
Geography 65
8.7 Royal Dutch Shell Plc, Financial and Operational Review
67
8.7.1 Royal Dutch Shell Plc, Financial and Operational Review,
Financial Statements 67
8.7.2 Royal Dutch Shell Plc, Financial and
Operational Review, Financial Ratios 68
9 Exxon Mobil Corporation 69
9.1 Exxon Mobil Corporation, Key Information 69
9.2 Exxon Mobil
Corporation, Company Overview 69
9.3 Exxon Mobil Corporation, Business
Description 69
9.3.1 Exxon Mobil Corporation, Business Description,
Business Overview 69
9.3.2 Exxon Mobil Corporation, Business Description,
Chemical 70
9.3.3 Exxon Mobil Corporation, Business Description,
Downstream 71
9.3.4 Exxon Mobil Corporation, Business Description,
Upstream 73
9.3.5 Exxon Mobil Corporation, Business Description, Major
Products and Services 74
9.4 Exxon Mobil Corporation, Value Chain Analysis
77
9.4.1 Exxon Mobil Corporation, Value Chain Analysis, Upstream 77
9.4.2 Exxon Mobil Corporation, Value Chain Analysis, Midstream 78
9.4.3
Exxon Mobil Corporation, Value Chain Analysis, Downstream 79
9.4.4 Exxon
Mobil Corporation, Value Chain Analysis, Retail 79
9.5 Exxon Mobil
Corporation, SWOT Analysis 80
9.5.1 Exxon Mobil Corporation, SWOT
Analysis, Overview 80
9.5.2 Exxon Mobil Corporation, SWOT Analysis,
Strengths 80
9.5.3 Exxon Mobil Corporation, SWOT Analysis, Weaknesses
83
9.5.4 Exxon Mobil Corporation, SWOT Analysis, Opportunities 84
9.5.5 Exxon Mobil Corporation, SWOT Analysis, Threats 85
9.6 Exxon Mobil
Corporation, Revenue Analysis 87
9.6.1 Exxon Mobil Corporation, Revenue
Analysis, Revenue by Segment 87
9.6.2 Exxon Mobil Corporation, Revenue
Analysis, Revenue by Geography 87
9.7 Exxon Mobil Corporation, Financial
and Operational Review 89
9.7.1 Exxon Mobil Corporation, Financial and
Operational Review, Financial Statements 89
9.7.2 Exxon Mobil Corporation,
Financial and Operational Review, Financial Ratios 90
10 Malaysia
Exploration and Production Industry, Deals Landscape 91
10.1 Acquisition
91
10.1.1 Tenaga Nasional Berhad Acquires Minority Interest in Coal
International From Scenic Worldwide 91
10.1.2 Petrofac Acquires Amerada
Hess (Malaysia-PM304) From Amerada Hess 92
10.1.3 KUB Malaysia Offers To
Buy 30% Of Kejuruteraan Samudra Timur Bhd 94
10.2 IPO 96
10.2.1 UMW
Oil & Gas Postpones Its Initial Public Offering 96
10.3 Partnership 97
10.3.1 Lundin Petroleum Signs Partnership Agreement With PETRONAS 97
10.3.2 ExxonMobil Signs New Production Sharing Contract With PETRONAS 98
10.3.3 Petronas Signs Joint Venture Agreement With Shell And ConocoPhillips
99
10.3.4 Pars Oil and Gas Enters Into Joint Venture With SKS Ventures
101
10.3.5 PETRONAS Signs Production Sharing Contract With Kufpec 102
10.3.6 PTT Signs Joint Marketing Agreement With PETCO 104
10.3.7 PETRONAS
Signs Production Sharing Contract With Murphy Sabah Oil 105
10.3.8
Newfield Exploration Company Forms Partnership With PETRONAS Carigali 106
10.3.9 ConocoPhillips Signs A Production Sharing Contract With PETRONAS
107
10.3.10 Newfield Exploration Signs Production Sharing Contract With
PETRONAS 109
10.4 Asset Transactions 110
10.4.1 Total E&P Malaysia
Acquires 70% Interest in Two Offshore Blocks in Malaysia From Petronas 110
10.4.2 Mitsubishi Corporation Acquires 20% Interest Of Deepwater Block 2C From
Newfield Sarawak Malaysia 111
11 Malaysia Exploration and Production
Industry, Recent Developments 114
11.1 License Awards 114
11.1.1 Jun
19, 2008: Amona Signs $1.5 Billion Contract With Iran 114
11.1.2 Jun 17,
2008: Mitsubishi Signs PSC With Petronas And Its Subsidiary And Newfield
114
11.1.3 May 27, 2008: Genting Signs PSC With BPMIGAS For Kasuri Block
In Indonesia 115
11.1.4 May 23, 2008: Indonesia Awards Exploration Rights
For Five Oil And Gas Blocks 115
11.1.5 May 14, 2008: Petronas To Develop
New Oil Fields In Uzbekistan 116
11.1.6 Jan 22, 2008: Thailand Awards
Concession Rights For Oil And Gas Blocks 116
11.2 Strategy and Business
Expansion 117
11.2.1 May 25, 2008: GMR To Join Petronas For Oil Hunt In
India 117
11.2.2 Mar 31, 2008: Petronas, CNPC In Talks To Explore Myanmar
Blocks 117
11.2.3 Mar 26, 2008: ExxonMobil Enters Production Sharing
Contract With PETRONAS 118
11.2.4 Jan 30, 2008: Shell To Jointly Develop
Gumusut-Kakap Field, Offshore Malaysia 119
11.2.5 Dec 26, 2007: NIOC, SKS
Sign $16 Billion Gas Development Contract 119
11.2.6 Dec 11, 2007:
PETRONAS Enters Agreements In Uzbekistan 119
11.2.7 Dec 07, 2007: PETRONAS
Awards PSC To Nippon And PETRONAS Carigali 120
11.3 Recent Discoveries
121
11.3.1 Jun 23, 2008: Eni Makes New Gas Discovery In Pakistan 121
11.4 Drilling and Production Updates 121
11.4.1 Jun 17, 2008: Newfield
Starts Production From New Development Offshore Malaysia 121
11.4.2 May
08, 2008: Lundin Updates On Wan Machar-1 Exploration Well, Sudan 122
11.4.3 May 07, 2008: ROC Suspends Banda NW ST-1 Well 122
11.4.4 Mar 25,
2008: ROC Updates On Khop-1 Exploration Well 123
11.4.5 Mar 19, 2008: ROC
Provides Drilling Update 123
11.4.6 Mar 14, 2008: Lundin Commences
Drilling At Wan Machar-1 In Block 5b, Sudan 124
11.4.7 Mar 10, 2008:
Lundin Updates On Nyal-1 Well 124
11.4.8 Mar 04, 2008: ROC Provides
Operational Update 125
11.4.9 Feb 13, 2008: ROC Provides Operational
Update 126
11.4.10 Feb 13, 2008: Lundin Commences Drilling At Block 5B,
Sudan 128
11.5 Financial Announcements 128
11.5.1 Jul 15, 2008:
Petronas Reports Year-End Fiscal 2008 Results 128
11.5.2 May 14, 2008:
Scomi Marine Reports Q1 2008 Results 131
11.5.3 Feb 28, 2008: Petra
Perdana Reports Q4 2007 Results 131
11.5.4 Nov 27, 2007: Petra Perdana
Reports Q3 2007 Results 132
11.6 Other Significant Developments 133
11.6.1 Jul 15, 2008: Total Average Production In Malaysia Rises By 3.9%
133
11.6.2 Jun 03, 2008: Shell To Invest $3.1 Billion In Oil And Gas
Operations In Malaysia 133
11.6.3 May 26, 2008: Petronas Quits From
Philippine Oil Field 134
11.6.4 May 16, 2008: Petronas Starts Commisioning
Of Methanol Plant 134
11.6.5 May 13, 2008: SMEP To Invest On Exploration
And Production Activities, Offshore Sabah 135
11.6.6 May 01, 2008:
Petronas Optimistic On Morocco Oil Exploration 135
11.6.7 Feb 20, 2008:
ROC Provides Operational Update 136
11.6.8 Sep 21, 2007: Ramunia Starts
Legal Action Against Oriental 137
12 Appendix 138
12.1 Methodology
138
12.1.1 Coverage 139
12.1.2 Secondary Research 139
12.1.3
Primary Research 140
12.1.4 Forecasts 140
12.2 Key Economic
Assumptions 143
12.3 Expert Panel Validation 144
12.4 Definitions
144
12.5 Unit of Measure 145
12.6 Disclosure information 146
12.7
Contact Us 146
12.8 About Global Markets Direct 146
12.9 Disclaimer
146
1.1 List of Tables
Table 1: Malaysia, Oil and Gas, Key
Statistics, April 2008 11
Table 2: Malaysia, Total Crude Oil and Natural
Gas Reserves (MMBOE), 2000-2012 14
Table 3: Malaysia, Total Crude Oil
Production (MMBBLs), 2000-2007 15
Table 4: Malaysia, Total Natural Gas
Production (BCF), 2000-2007 16
Table 5: Malaysia, Oil and Gas Asset
Details, April 2008 17
Table 6: Malaysia Offshore, Total Crude Oil
Production (Barrels), by Assets, 2000-2007 18
Table 7: Malaysia Offshore,
Total Natural Gas Production (MMCF), by Assets, 2000-2007 19
Table 8:
Malaysia, Oil and Gas Planned Production Assets Details, April 2008 19
Table 9: Malaysia, Total Crude Oil Production (MMBBLs), by Company, 2000-2007
20
Table 10: Malaysia, Total Natural Gas Production (BCF), by Company,
2000-2007 21
Table 11: Malaysia, Total Crude Oil Production (MMBBLs),
Forecast, 2008-2013 22
Table 12: Malaysia, Total Natural Gas Production
(BCF), Forecast, 2008-2013 22
Table 13: Malaysia, Total Number of Active
Exploration Blocks, 2000-2007 23
Table 14: Malaysia, Total Number of
Active Exploration Blocks By Company,2000-2007 24
Table 15: Malaysia, Oil
and Gas Exploration Block Details, April 2008 25
Table 16: Malaysia, Oil
and Gas Exploration Block Details, April 2008 (Cont' d) 26
Table 17:
Malaysia, Oil and Gas Planned Exploration Block Details, April 2008 27
Table 18: Petroliam Nasional Berhad (PETRONAS),Key Facts, 2007 28
Table 19: Petroliam Nasional Berhad (PETRONAS), SWOT Analysis , 2007
33
Table 20: Petroliam Nasional Berhad (PETRONAS), Revenue by
Segment, USD Million, 2002-2006 39
Table 21: Petroliam Nasional
Berhad (PETRONAS), Revenue by Geography, USD Million, 2002-2006 40
Table
22: Petroliam Nasional Berhad (PETRONAS), Financial Statements, USD
Million, 2002-2006 41
Table 23: Petroliam Nasional Berhad (PETRONAS),
Financial Statements, USD Million, 2002-2006 (Cont' d) 42
Table 24:
Royal Dutch Shell plc, Key Facts, 2006 43
Table 25: Royal Dutch Shell
plc, SWOT Analysis , 2006 60
Table 26: Royal Dutch Shell plc, Revenue
by Segment, USD Million, 2002-2006 65
Table 27: Royal Dutch Shell
plc, Revenue by Geography, USD Million, 2002-2006 66
Table 28: Royal
Dutch Shell plc, Financial Statements, USD Million, 2002-2006 67
Table 29:
Royal Dutch Shell plc, Financial Ratios, USD Million, 2002-2006 68
Table 30: Exxon Mobil Corporation, Key Facts, 2007 69
Table 31:
Exxon Mobil Corporation, SWOT Analysis , 2007 80
Table 32: Exxon
Mobil Corporation, Revenue by Segment, USD Million, 2002-2006 87
Table 33:
Exxon Mobil Corporation, Revenue by Geography, USD Million, 2002-2006
88
Table 34: Exxon Mobil Corporation, Financial Statements, USD
Million, 2003-2007 89
Table 35: Exxon Mobil Corporation, Financial
Ratios, USD Million, 2003-2007 90
Table 36: Brent Blend NYMEX Future
Prices 143
1.2 List of Figures
Figure 1: Malaysia, Exploration
and Production Assets Map, April 2008 12
Figure 2: Malaysia, Total Crude
Oil and Natural Gas Reserves (MMBOE), 2000-2012 13
Figure 3: Malaysia,
Total Crude Oil Production (MMBBLs), 2000-2007 15
Figure 4: Malaysia,
Total Natural Gas Production (BCF), 2000-2007 16
Figure 5: Malaysia, Total
Number of Active Exploration Blocks, 2000-2007 23
Figure 6: Petroliam
Nasional Berhad (PETRONAS), Value Chain Analysis 29
Figure 7: Royal
Dutch Shell plc, Value Chain Analysis 55
Figure 8: Exxon Mobil
Corporation, Value Chain Analysis 77
Figure 9: Global Markets Direct
Methodology 138
