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全球石油及天然氣市場報告 (季度更新報告)

Global Oil and Gas Report Q2 2017

出版商 BMI Research 商品編碼 48834
出版日期 內容資訊 英文 47 Pages
商品交期: 最快1-2個工作天內
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全球石油及天然氣市場報告 (季度更新報告) Global Oil and Gas Report Q2 2017
出版日期: 2017年03月29日 內容資訊: 英文 47 Pages




  • 產業概要


  • 大型石油公司以小規模且彈性的計劃為目標
  • O & G 融資:負債比股票不利
  • 有限的剩餘生產能力顯示不穩定的復甦
  • 中東留有開採機會
  • LNG市場流動的
  • 預計更多的LNG計劃遲到
  • 成本的通貨緊縮Deep水市場轉移


  • Royal Dutch Shell
  • ExxonMobil


  • 全球:不是OPEC,美國左右今後的石油價格


Product Code: 2398-077X

BMI View: The outlook on the global oil and gas sector has improved materially this quarter. While the price recovery remains subdued, warming investor sentiment and continued cost reductions are supporting a return to capex growth this year. Regional performances will vary significantly, with US onshore the outperformer. However, an increase of risk appetite signals the return of investment to higher risk and more frontier plays.

Key Global Market Trends

  • There is a growing divergence between the stuttering recovery in oil prices and a tangible warming of sentiment towards the global O&G sector. However, while there remain significant downside risks in the short term, our longer term view on both output and investment has grown increasingly bullish in recent months.
  • Strong equity and debt issuance in the YTD and the return of high yield borrowers to capital markets signals strong appetite to borrow and lend. This supports our forecast for significant y-o-y growth in capex in 2017.

Table of Contents

BMI Industry View

  • Global - Global O&G Sector Returning To Strength
    • Table: Global Oil & Gas Key Forecasts

Global Forecast Analysis

  • Global - LatAm, US, West Africa, Key To Majors' Growth
    • Latin America, West Africa & US Onshore Key To Growth
      • Table: Africa: Key Growth Project Pipeline
      • Table: LatAm: Key Growth Project Pipeline
    • Europe & Asia Struggling

Industry Trends

  • Global - Debt Markets Signal Rising Capex
  • Global - PE To Grow Presence In Global O&G
  • Global - Rig Count Underscores Middle East Ascendance
  • Global - Bottom Line Has Bottomed Out
  • Global - North America Leads OFS Recovery
  • Global - Rig Rates Have Further To Fall In 2017

Price Forecasts

  • Global - Brent: Upside Break Faces H2 Resistance
    • Table: BMI And Bloomberg Consensus*, Brent And WTI Forecasts, USD/bbl
    • Table: Risks To Outlook


  • Table: Glossary of Terms


  • Industry Forecast Methodology
  • Source
  • Risk/Reward Index Methodology
    • Table: Bmi's Oil & Gas Upstream Risk/Reward Index
    • Table: Weighting
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