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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 Q3 2017

出版商 BMI Research 商品編碼 48834
出版日期 內容資訊 英文 62 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 Q3 2017
出版日期: 2017年07月05日 內容資訊: 英文 62 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: A stabilisation of oil prices over much of H117 has proved vital to the health of the oil sector, though extended OPEC intervention and its impact on fundamentals over H217, will be key to a sustainable recovery. Risk appetite in exploration and US onshore drilling is returning, though major project FIDs remain sparse.

Key Global Market Trends:

  • The extension to the OPEC/non-OPEC oil production cut to Q118 has done little to return confidence to the market. We expect solid fundamental data, especially through Q317, will offer price support.
  • The cap on marine fuel sulphur levels imposed by the International Maritime Organisation will trigger substantial changes in both the shipping and refining sectors. From the implementation date in January 2020, low-sulphur distillate fuel demand will jump, while refiners will need to invest in residue processing to support demand.

Table of Contents

BMI Industry View

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

Global Forecast Analysis

  • Global - OPEC's Work Is Slowly Underway
  • Key 2017 Forecasts - BMI vs EIA, IEA & OPEC
  • Global Oil Supply & Demand Balance Outlook 2017
  • Global Demand Change 2016 to 2017
  • Non-OPEC Supply Change 2016 to 2017
  • US Oil Production Outlook 2017
  • IMO Sulphur Cap: Implications For Shipping Demand & Refining
    • Table: Impact Of Meeting IMO Sulphur Regulations

Industry Trends

  • Global - Cost Re-Inflation Risks Overblown
  • Global - Key Exploration Areas Hotting Up
  • Global - Deepwater Attraction Returning
  • Global: Digitalisation Gaining Ground
  • Capital On Hand To Fuel US Shale Revival
  • Global - Large-Scale LNG Still Facing Roadblocks
    • Table: Few New Liquefaction Projects With Good Prospects
  • Global - EM Debt Crises A Risk To LNG

Price Forecasts

  • Oil Price Outlook
    • Table: BMI And Bloomberg Consensus*, Brent And WTI Forecasts, USD/bbl
    • Table: Key Risks To Oil Price Forecast


  • Table: Glossary of Terms


  • Industry Forecast Methodology
  • Source
  • Upstream Risk/Reward Methodology
    • Table: Indicators - Explanation And Sources - Upstream RRI
  • Downstream Risk/Reward Methodology
    • Table: Indicators - Explanation And Sources - Downstream RRI
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