Hybrid NOCs
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The document provides an overview of national oil companies (NOCs) and hybrid NOCs like Petronas, Petrobras, and Statoil. It discusses the reasons for establishing NOCs, common stereotypes of NOCs, different types of NOCs, and factors driving commercialization. The document also summarizes the important events, government relationships, global investments, and strengths/weaknesses of Petronas, Petrobras, and Statoil. It concludes by considering the future outlook for NOCs and some specific hybrid companies.
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提醒：
1) 此份報告所提供之資料僅供參考。報告中之內容取材於據信為可靠之資料來源，但概不以明示或暗示的方式，對資料之準確性、完整性或正確性作出任何陳述或保證。任何資料、建議或預測將根據實際情況而隨時更改，Collaborator不保證其看法或預測將可實現，因此不對任何人因使用任何報告提供之資料、建議或預測所引起之損失負責。
2) 此份報告所提供之投資建議(如買進、中立、賣出)、目標價相關字眼，為學術性社團為貼近業界實際產出所練習使用，僅供學術討論使用，並無對特定讀者收取費用(即所謂對價關係)，不具投資參考。
3) 本報告並未考量任何特定投資人個人之財務目的、現況及需求。投資人作任何決策前，需考量自身財務目的、現況及需求，審慎研判個人於投資風險上之承受能力，以做出合適之投資決策。
4) 投資不同標的牽涉某些風險，包括政治、經濟或產業等變動。本報告所指涉之國家、產業、公司、證券及市場僅用以說明趨勢、情形或投資過程。其資訊不得視為買進或賣出任何證券之建議、推薦、請求或提議等意見。
【Intern Event：美國新半導體禁令對晶圓代工與記憶體業的影響】.pdf
10月7日，美國頒布對中國半導體禁令，試圖打擊中國半導體產業，動搖其在未來科技等領域的發展，其中共含9個細項，除了擴大限制範圍及名單，更首次擴及人才相關規定。
從2014年以來，中國政府積極扶植半導體產業，並將重點放在IC製造、設計，近年來甚至試圖打造完整半導體供應鏈。由於中國半導體設備仰賴進口，因此美國藉由限制先進製程設備廠ASML來限制中國先進製程的發展。在今年一連串禁令頒布後，限制更加擴大，甚至影響到人才市場的供給。
Dyer at kearny presentation
The document discusses powertrain trends for commercial vehicles globally and in China. It analyzes different vehicle segments including heavy duty, medium duty, buses, and identifies hybrid electric vehicles (HEVs) as gaining significant market share by 2020, especially in city bus and medium/heavy duty distribution segments due to their strong total cost of ownership case. Original equipment manufacturers are also increasingly offering HEV options for these segments. However, alternative powertrains are expected to achieve only low shares in China's heavy duty market by 2020, as the focus remains on optimizing conventional diesel engines.
矽智財產業報告.pdf
【Intern Case Study_矽智財】
矽智財 (IP) 是 IC 設計所使用的智慧財產權，是一組事前設計好並驗證完畢、可重複使用的功能組塊，屬於半導體產業的上游，隨著 IC 產業垂直分工化的趨勢而崛起，具有高進入門檻、無庫存、高毛利等特色。
矽智財產業的商業模式為將設計好的 IP 模組授權給買家使用，初次會收取授權金 (License)，往後開始量產則轉為收取權利金 (Royalty)。隨著先進製程不斷演進，全球矽智財市場也高速成長，終端市場以消費性電子為大宗，車用與 AI 應用則為主要成長動能。
CRUDE OIL PRICES:WHY ARE THEY FALLING AND ITS IMPACT ON WORLD ECONOMY AND INDIA
PRESENTATION ELABORATE REASON FOR DOWNWARD TREND OF CRUDE OIL PRICES AND HOW IT IMPACT OIL PRODUCING COUNTRIES AND BENEFIT INDIA
Case Study_CCL.pdf
【Intern Case Study_CCL 產業】
CCL 是 PCB 上游主要原料，其佔 PCB 成本達六至七成，且物理特性也是決定 PCB 高頻高速表現的關鍵。其上游廠提供補強、絕緣材料和銅箔，經中游廠加工成 CCL 後，再交由下游廠進行蝕刻、打孔製作成 PCB。而終端應用則十分多元，在電視、PC、筆記型電腦、晶片組、DRAM、快閃記憶體、手機、數位相機觸控面板等皆可看到CCL的身影。
而CCL 產業在需求面、供給面、未來展望中，還有什麼是我們需要注意的呢？一起來看看 Collaborator 的 Intern 們：許嘉城、周郁容、江依庭、黃耀霆、陳姮羽詳盡分析的 CCL 產業產業報告吧！
#Collaborator
#Intern_CaseStudy
#HJ編
A Universe of Knowledge Graphs
This document discusses knowledge graphs and how they can be used to drive intelligence into data. It describes how knowledge graphs can organize different types of data relationships and enable applications such as semantic search, pattern matching, and analyzing dependencies. Specific use cases are provided for skills discovery, root cause analysis, and military equipment management. Knowledge graphs are presented as a way to bridge data silos and enable a unified data fabric.
Pertoleum companies in pakistan
Pakistan has a long history of petroleum exploration dating back over 100 years. Modern exploration began in the 1960s with discoveries like the Toot oil field. Currently, Pakistan produces around 98,000 barrels of oil per day and 4,500 million cubic feet of natural gas per day. Major oil and gas companies operating in Pakistan include state-owned OGDC and PPL as well as international companies like BP, ENI, and OMV. While domestic production is increasing, Pakistan remains a net importer of oil and gas and is seeking projects like the TAPI pipeline to boost gas imports. The downstream sector including refineries and marketing plays a key economic role in Pakistan.
ExxonMobil and the Petroleum Industry
MBA thesis focusing on ExxonMobil's position in the oil and natural gas sector describing events and technology such as natural catastrophes, Russian joint ventures, fracking, and the possible fate of green energy.
New Frontiers in the Political Economy of Minerals & Hydrocarbons: Section II...
New Frontiers in the Political Economy of Minerals & Hydrocarbons: Section II...Graciela Chichilnisky
This document discusses national oil companies (NOCs) and their role in the political economy of natural resources. It examines factors that determine nationalization of oil and gas resources, how to measure nationalization, and patterns of NOC formation over time. The document also analyzes differences between NOCs in terms of ownership structure, operational capacity, access to capital, efficiency, and regulatory frameworks. Case studies of Nigeria and Mozambique are presented to illustrate variations in contract structures and emerging energy markets. Potential advantages and disadvantages of NOCs for states are outlined, as well as political consequences of nationalization like impacts on political stability and state revenues.Lesson6 whoaretheplayersppt
The document discusses OPEC, the Organization of the Petroleum Exporting Countries. It provides information on OPEC's 12 member countries, its aims to stabilize oil prices and ensure stable supply, and its role in coordinating production quotas in response to demand. As the world's largest oil producer, OPEC has significant influence over global oil prices and supply.
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【個股產業分析】動力電池產業分析
近年電動車在各國汽車碳排放規範、充電設備逐漸完善及主流車廠加速佈局帶動下，滲透率持續提升，進而增加動力電池需求，預估2018-2023年裝機需求量將由116GWh增至611GWh，CAGR達33.9%。
今天，就讓我們請 Collaborator的 Junior 賴泉潣針對動力電池產業的未來展望進行頗析，透過評價模型探討未來的發展吧！
#Collaborator
#Industry
#小編KK
---
提醒：
此份報告所提供之資料僅供參考。報告中之內容取材於據信為可靠之資料來源，但概不以明示或暗示的方式，對資料之準確性、完整性或正確性作出任何陳述或保證。任何資料、建議或預測將根據實際情況而隨時更改，Collaborator不保證其看法或預測將可實現，因此不對任何人因使用任何報告提供之資料、建議或預測所引起之損失負責。
此份報告所提供之投資建議(如買進、中立、賣出)、目標價相關字眼，為學術性社團為貼近業界實際產出所練習使用，僅供學術討論使用，並無對特定讀者收取費用(即所謂對價關係)，不具投資參考。
本報告並未考量任何特定投資人個人之財務目的、現況及需求。投資人作任何決策前，需考量自身財務目的、現況及需求，審慎研判個人於投資風險上之承受能力，以做出合適之投資決策。
投資不同標的牽涉某些風險，包括政治、經濟或產業等變動。本報告所指涉之國家、產業、公司、證券及市場僅用以說明趨勢、情形或投資過程。其資訊不得視為買進或賣出任何證券之建議、推薦、請求或提議等意見。
ExxonMobil
The document provides an overview of ExxonMobil, including its history from the Standard Oil Company through the 1999 merger of Exxon and Mobil. It discusses ExxonMobil's mission, operations in upstream, downstream and chemical businesses, competitors like Shell and Chevron, and controversies like the Exxon Valdez oil spill. The summary analyzes the reasons for and risks of the Exxon-Mobil merger, and describes how ExxonMobil has grown to be the world's largest publicly traded international oil and gas company today through balanced operations, disciplined investing, high-impact technologies, and global integration.
Exxon Mobil Presentation
This document analyzes Exxon Mobil Corporation through assessing its vision, mission, strengths, weaknesses, opportunities, threats, and providing a TOWS matrix and BCG matrix analysis. Exxon Mobil's vision is to be the world's premier petroleum and petrochemical company. An internal assessment finds strengths in its strong market position and R&D capabilities, and weaknesses in litigations and declining financial performance. External opportunities include rising global energy demand and threats include environmental regulations and economic conditions.
0527 Event 2023美國債務上限危機事件分析_final.pdf
【Intern Event_2023美國債務上限危機事件分析】
美國聯邦眾議院 5/31 以壓倒性票數順利通過兩黨達成協議的債務上限法案，並送交參議院表決，以避免聯邦政府債務違約。此次美債上限危機，主要是因為美國長期入不敷出，且受疫情影響，支出大幅增加，債務也持續增加。
其實自 1960 年以來，美國經歷過 78 次的美債上限危機，但債務從來沒有真正違約過。債務上限，原本是用來限制美國政府不要過度借款的限制法令，結果過往從沒真正限制過美國政府的債務，反而被當成兩黨談判籌碼。例如：本次共和黨要求刪減聯邦預算、是否刪減勞工社會福利、尚未使用的COVID-19預算、降低能源開發許可的門檻；拜登政府 ( 民主黨 ) 則要求同意推行新的富人稅。
雖然美國國會眾議院目前已投票通過債務上限法案，但美債上限危機若爆發後，可能會對金融市場引發什麼負面影響呢? 2023 美國債務上限危機事件分析中，還有什麼值得關注的重點呢？就讓 Collaborator Intern： 藍于軒、林嘉瑄 、簡丞劭、蔡博獻、任君汶，帶我們一探究竟吧！
#Collaborator
#Event
#HJ編
產業 導線架.pdf
【Junior 產業_導線架】
導線架主要功能為乘載晶片，並提供傳導路徑，將內部集中訊號分散傳遞至外部。導線架可依應用領域分為 IC 導線架與 LED 導線架，其中導線架類型又可再分為 IC 模組式與分離元件式。導線架製程部份，則可依技術分為沖壓式與蝕刻式兩種。
供給方面，IC 導線架的原料主要以銅合金為主，佔比達 80%，其餘則為鐵鎳、化學液、塑膠等原料，而 LED 導線架也主要以銅合金、鎳鐵合金經沖壓成形後再電鍍處理而成，因此導線架廠的毛利受銅價波動影響大，部分廠商藉由自產銅合金的方式以穩定毛利率。
需求方面，IC 導線架因 5G、工控等應用未來持續向上發展，有利帶動導線架需求，車用領域則受惠於功率元件用量倍數；LED 導線架主要應用為照明產品這一成熟市場，但隨著智慧車燈的應用普及化，本研究預估 LED 車燈未來需求將高於全球車市成長。
導線架產業還有什麼是我們需要注意的呢？一起來看看 Collaborator 的 Junior 們：黃湘潔、彭耀增、吳灃軒、黃沛琪、劉定，詳細整理的產業報告吧！
#Collaborator
#Collaborator_Junior產業
#FX編
Chevron Vs. Exxon Final Report[1]
This document provides a summary of a financial analysis report that compares Chevron and Exxon. It outlines that Exxon and Chevron are two of the largest integrated oil companies in the world. While both companies have remained profitable, their production has decreased and stocks have weakened. The document also notes that Chevron has a larger networking capital and market-to-book ratio than Exxon, but is more heavily leveraged. The analysis recommends that Chevron minimize accounts payable and debt, while investing in Exxon may be a better option.
Fiscal System for oil
The document discusses various fiscal systems for oil extraction between governments and oil companies. It covers concepts like royalties, cost recovery limits, profit oil splits, and government vs company take. Different systems like concession agreements, production sharing contracts, and R factor systems are examined in terms of how they divide revenues and allocate rents between landlord governments and tenant oil companies operating under contract.
Valuation 5347.tt
世界先進屬於半導體產業鏈中游的晶圓代工廠，主要業務內容是接受 IC 設計公司委託，完成
IC 製作後交由下游封測廠。近年受電動車及 5G 題材興起、中美衝突升溫下，未來營收可望增添變數。
---------
提醒：
1) 此份報告所提供之資料僅供參考。報告中之內容取材於據信為可靠之資料來源，但概不以明示或暗示的方式，對資料之準確性、完整性或正確性作出任何陳述或保證。任何資料、建議或預測將根據實際情況而隨時更改，Collaborator不保證其看法或預測將可實現，因此不對任何人因使用任何報告提供之資料、建議或預測所引起之損失負責。
2) 此份報告所提供之投資建議(如買進、中立、賣出)、目標價相關字眼，為學術性社團為貼近業界實際產出所練習使用，僅供學術討論使用，並無對特定讀者收取費用(即所謂對價關係)，不具投資參考。
3) 本報告並未考量任何特定投資人個人之財務目的、現況及需求。投資人作任何決策前，需考量自身財務目的、現況及需求，審慎研判個人於投資風險上之承受能力，以做出合適之投資決策。
4) 投資不同標的牽涉某些風險，包括政治、經濟或產業等變動。本報告所指涉之國家、產業、公司、證券及市場僅用以說明趨勢、情形或投資過程。其資訊不得視為買進或賣出任何證券之建議、推薦、請求或提議等意見。
【Intern Event：美國新半導體禁令對晶圓代工與記憶體業的影響】.pdf
10月7日，美國頒布對中國半導體禁令，試圖打擊中國半導體產業，動搖其在未來科技等領域的發展，其中共含9個細項，除了擴大限制範圍及名單，更首次擴及人才相關規定。
從2014年以來，中國政府積極扶植半導體產業，並將重點放在IC製造、設計，近年來甚至試圖打造完整半導體供應鏈。由於中國半導體設備仰賴進口，因此美國藉由限制先進製程設備廠ASML來限制中國先進製程的發展。在今年一連串禁令頒布後，限制更加擴大，甚至影響到人才市場的供給。
Dyer at kearny presentation
The document discusses powertrain trends for commercial vehicles globally and in China. It analyzes different vehicle segments including heavy duty, medium duty, buses, and identifies hybrid electric vehicles (HEVs) as gaining significant market share by 2020, especially in city bus and medium/heavy duty distribution segments due to their strong total cost of ownership case. Original equipment manufacturers are also increasingly offering HEV options for these segments. However, alternative powertrains are expected to achieve only low shares in China's heavy duty market by 2020, as the focus remains on optimizing conventional diesel engines.
矽智財產業報告.pdf
【Intern Case Study_矽智財】
矽智財 (IP) 是 IC 設計所使用的智慧財產權，是一組事前設計好並驗證完畢、可重複使用的功能組塊，屬於半導體產業的上游，隨著 IC 產業垂直分工化的趨勢而崛起，具有高進入門檻、無庫存、高毛利等特色。
矽智財產業的商業模式為將設計好的 IP 模組授權給買家使用，初次會收取授權金 (License)，往後開始量產則轉為收取權利金 (Royalty)。隨著先進製程不斷演進，全球矽智財市場也高速成長，終端市場以消費性電子為大宗，車用與 AI 應用則為主要成長動能。
CRUDE OIL PRICES:WHY ARE THEY FALLING AND ITS IMPACT ON WORLD ECONOMY AND INDIA
PRESENTATION ELABORATE REASON FOR DOWNWARD TREND OF CRUDE OIL PRICES AND HOW IT IMPACT OIL PRODUCING COUNTRIES AND BENEFIT INDIA
Case Study_CCL.pdf
【Intern Case Study_CCL 產業】
CCL 是 PCB 上游主要原料，其佔 PCB 成本達六至七成，且物理特性也是決定 PCB 高頻高速表現的關鍵。其上游廠提供補強、絕緣材料和銅箔，經中游廠加工成 CCL 後，再交由下游廠進行蝕刻、打孔製作成 PCB。而終端應用則十分多元，在電視、PC、筆記型電腦、晶片組、DRAM、快閃記憶體、手機、數位相機觸控面板等皆可看到CCL的身影。
而CCL 產業在需求面、供給面、未來展望中，還有什麼是我們需要注意的呢？一起來看看 Collaborator 的 Intern 們：許嘉城、周郁容、江依庭、黃耀霆、陳姮羽詳盡分析的 CCL 產業產業報告吧！
#Collaborator
#Intern_CaseStudy
#HJ編
A Universe of Knowledge Graphs
This document discusses knowledge graphs and how they can be used to drive intelligence into data. It describes how knowledge graphs can organize different types of data relationships and enable applications such as semantic search, pattern matching, and analyzing dependencies. Specific use cases are provided for skills discovery, root cause analysis, and military equipment management. Knowledge graphs are presented as a way to bridge data silos and enable a unified data fabric.
Pertoleum companies in pakistan
Pakistan has a long history of petroleum exploration dating back over 100 years. Modern exploration began in the 1960s with discoveries like the Toot oil field. Currently, Pakistan produces around 98,000 barrels of oil per day and 4,500 million cubic feet of natural gas per day. Major oil and gas companies operating in Pakistan include state-owned OGDC and PPL as well as international companies like BP, ENI, and OMV. While domestic production is increasing, Pakistan remains a net importer of oil and gas and is seeking projects like the TAPI pipeline to boost gas imports. The downstream sector including refineries and marketing plays a key economic role in Pakistan.
ExxonMobil and the Petroleum Industry
MBA thesis focusing on ExxonMobil's position in the oil and natural gas sector describing events and technology such as natural catastrophes, Russian joint ventures, fracking, and the possible fate of green energy.
What's hot (20)
CRUDE OIL PRICES:WHY ARE THEY FALLING AND ITS IMPACT ON WORLD ECONOMY AND INDIA
CRUDE OIL PRICES:WHY ARE THEY FALLING AND ITS IMPACT ON WORLD ECONOMY AND INDIA
Similar to Hybrid NOCs
New Frontiers in the Political Economy of Minerals & Hydrocarbons: Section II...
New Frontiers in the Political Economy of Minerals & Hydrocarbons: Section II...Graciela Chichilnisky
This document discusses national oil companies (NOCs) and their role in the political economy of natural resources. It examines factors that determine nationalization of oil and gas resources, how to measure nationalization, and patterns of NOC formation over time. The document also analyzes differences between NOCs in terms of ownership structure, operational capacity, access to capital, efficiency, and regulatory frameworks. Case studies of Nigeria and Mozambique are presented to illustrate variations in contract structures and emerging energy markets. Potential advantages and disadvantages of NOCs for states are outlined, as well as political consequences of nationalization like impacts on political stability and state revenues.Lesson6 whoaretheplayersppt
The document discusses OPEC, the Organization of the Petroleum Exporting Countries. It provides information on OPEC's 12 member countries, its aims to stabilize oil prices and ensure stable supply, and its role in coordinating production quotas in response to demand. As the world's largest oil producer, OPEC has significant influence over global oil prices and supply.
Executive Resume of the Hydrocarbon Services Business Profile (2006)
www.conapri.org
Executive Resume of the Hydrocarbon Services Business Profile (2006), edited by the Venezuelan Council for Investment Promotion, CONAPRI
Get the complete version at the www.conapri.org Virtual Store
NOC, Local and Foreign Investor Interests in the Oil Sector - The New Paradigm
1. NOCs now control over 90% of the world's proven oil and gas reserves, reversing their fortune from the 1970s when they controlled less than 10%. This has enabled NOCs to raise capital and outbid IOCs for assets.
2. IOCs now face challenges replacing reserves as resource-rich nations restrict access. In contrast, NOCs have an average reserve life of 78 years compared to 13 years for IOCs.
3. Leading NOCs like Petronas and Petrobras have become global players through investments in technology and expanding operations internationally, increasing competition for IOCs.
EITI briefing held in Oslo 5 Oct 2009
Oil for Development is working to improve governance in petroleum sectors in cooperating countries. While civil society often focuses only on transparency, OfD sees governance more broadly, including ensuring roles and responsibilities are clear. OfD has five principles for good governance: clarity of goals and roles, sustainable development as the overarching goal, enablement to fulfill roles, accountability, and transparency. The governance checklist will be used to assess needs, provide input for reviews, and develop indicators to assess results. Corruption in the petroleum sector damages development, but legislation, strong institutions, and public monitoring can establish good governance if given time.
oilrpiceeffect
The document discusses the effects of declining crude oil prices on the oil and gas industries in Canada and Norway. It provides the following key points:
1) Canada and Norway have both seen significant job losses in the oil and gas sector due to falling prices, with an estimated 185,000 jobs lost in Canada and 15,000 lost in Norway so far.
2) Norway is more dependent on oil and gas than Canada, with 239,000 jobs depending on the industry, but Canada has larger overall employment and population to absorb the impacts.
3) Norway has a massive sovereign wealth fund from oil revenues, but the document questions whether this money can actually be rapidly deployed to counter unemployment effects from the price drop
ISES 2013 - Day 2 - Nadine Bret Rouzaut (Director, Centre for Economics and ...
This document discusses resource management and local content creation in the oil and gas industry. It provides data on world energy consumption and reserves. It then examines the relationships between host countries, national oil companies, and international oil companies. There are tensions between maximizing profits, developing local industries, and avoiding the resource curse. Effective local content policies can provide economic benefits but also pitfalls if not properly implemented and monitored. The experiences of countries like Norway and companies like Petronas and Petrobras are examined as examples. The conclusion calls for further dialogue to develop best practices in local content frameworks.
Carbon Bubble - Making Sense of a "Fossil Market"
The document discusses the concept of a "carbon bubble" where fossil fuel companies' assets are overvalued since they assume all reserves will be burned, contradicting the goal of limiting global warming to 2C. This poses major financial risks. It advocates strategies like divestment campaigns and removing fossil fuel subsidies to exert political and market pressure for climate action. If taken advantage of now, low oil prices and renewable energy advances provide an opportunity to rationalize energy policies and transition to a cheaper, greener system.
Case Study On Exxon
Here are the key points regarding how companies can gain access to a new customer base through strategic partnerships in today's changing business environment:
- Forming strategic partnerships allows companies to gain access to each other's existing customer bases, expanding their total potential market reach. By partnering, each company can promote the other's products/services to their existing customers.
- Partnering with companies that have complementary but non-competing offerings opens up cross-selling opportunities. For example, a manufacturer partnering with a distributor gains access to the distributor's customer network to sell additional products.
- Partnerships that bring together companies with different but synergistic customer segments help both reach new types of customers. For example, a B2
Turkish E&P Sector & New Petroleum Law
Presentation at TUROGE 2014 (Turkish International Oil and Gas Conference) on Turkish E&P Sector & New Petroleum Law.
By Ali Yildizel - E&P Group Leader at PETFORM
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The document provides a strategic analysis of Statoil, a Norwegian multinational energy company. It includes sections on the company's history, vision, mission, external environment analysis using tools like Porter's Five Forces and a CPM matrix, and internal environment analysis using an IFE matrix. The external analysis found competitive rivalry in the oil industry is high while threats of new entrants and substitutes are low. The internal analysis identified strengths like being the #1 most sustainable energy company and weaknesses like a decrease in net income in 2013.
Oil and gas_2006
The document provides an overview of the Indian oil and gas industry. It notes that the industry size is estimated at $110 billion and contributes about 15% to India's GDP. It also contributes about 64% of government revenues through taxes and duties. The industry is growing rapidly, with oil demand expected to increase from 107 MMT in 2001-02 to 368 MMT in 2024-25 and gas demand projected to rise from 151 MMSCMD to 391 MMSCMD over the same period. The government has implemented several policies to boost exploration, such as the New Exploration Licensing Policy and Coal Bed Methane Policy, which have led to major discoveries by companies like Cairn, Reliance, and ONGC. Significant
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This document summarizes the Philippine Public Transport Assistance Program (Pantawid Pasada), which provided a targeted fuel subsidy to public transport drivers in the Philippines. The program issued smart cards to over 100,000 jeepney and tricycle drivers to receive discounted fuel. It aimed to cushion the impact of high fuel prices on these vulnerable groups. While the program was well received, it also faced challenges such as limited funding and lack of interconnected government databases to properly register recipients. The presentation evaluated key learnings from the program's implementation.
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OIL's vision is to be a knowledge-based, competitive exploration and production company with global presence and selective presence across the oil and gas value chain in India, maximizing shareholder value while respecting stakeholders and the environment. The document discusses OIL's potential for mergers and acquisitions to expand beyond territorial boundaries into the upstream, downstream, natural gas, and chemicals value chains. It analyzes the different risk and return profiles of businesses in each segment of the oil and gas industry value chain.
Executive summary for "Tesla versus ExxonMobil - who's right?"
Here's the executive summary for Rethink Energy's definitive global forecast about EVs (Electric Vehicles) and eMobility, showing how and where 1.6 billion EVs will be over the next 30 years.
The report argues how the decline of oil consumption will be more rapid as is perceived by many; to the point where as early as 2031 prices of sub-$25 a barrel will render oil production financially unviable.
The key factors of Europe, China and Tesla – the Europeans setting laws making ICE (Internal Combustion Engine) vehicles illegal in new cars after 2035 - has led to EV penetrations well over 20% of new car sales in 2021.
It has meant that the acceptance of EV uptake has gone into overdrive. Not even a year ago, there were still industry forecasts predicting that anywhere up to two-thirds of all vehicles would be ICE by 2050.
How will opportunities for EV manufacturers (like Tesla) and EV infrastructure suppliers emerge? Where will be the most lucrative markets for electricity producers? And is the oil industry having its last hurrah? Will companies like ExxonMobil be reduced to extracting as much money from its assets in the next 6 or 7 years as possible before losing investor confidence?
The answers to these questions, and more can be found in the Rethink Energy EV forecast to 2050: Tesla versus ExxonMobil – who’s right?
Over 39 pages, accompanied with graphs, charts and data in an accompanying spreadsheet, it consists of:
1) A country by country survey of EV take-up from now till 2050, factoring in economic and legislative conditions;
2) The path leading to how 460 million charging points will be required by 2050;
3) The reasoning behind Rethink’s EV numbers and why they’re higher than the likes of Bloomberg, WoodMac and S&P (some of whom have changed course 3 times in the last year).
More details at
https://rethinkresearch.biz/reports-category/rethink-energy-research/
DRILLERSANDDEALERS HARVEY NASH
The document summarizes a speech given by David Greer, CEO of Regal Petroleum, about challenges facing the oil and gas industry in the coming decade. It discusses how the 2008 financial crisis impacted both "Drillers" (E&P companies) and "Dealers" (bankers), forcing them to adjust business models. It also examines uncertainties around the economic recovery, future oil and gas demand and supply, and ensuring adequate skilled labor in the industry. The outlook for Drillers and Dealers remains uncertain as they must adapt to new challenges in seeking to meet global energy needs over the long term.
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Total operates in the global oil and gas business environment, facing challenges in exploration and exploitation activities. Exploration requires dealing with physical geology, geopolitical factors, and unstable political conditions in some countries like Bolivia, Libya, and Burma that have impacted Total's operations. Exploitation requires advanced offshore drilling technologies as oil reserves are in deeper waters, with Total developing fields in deep sea areas of Angola, Nigeria, and other regions. Maintaining technological capabilities is crucial for Total to remain competitive in accessing new reserves as traditional oil becomes harder to find and produce.
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The presentation provides an overview of the oil and gas industry to the Select Committee on Economic and Business Development. It discusses the role of CEF in developing South Africa's and the African region's oil and gas industry. The presentation covers the characteristics and trends of the global oil and gas industry, with a focus on the sub-Saharan African perspective. It also outlines CEF's group structure and initiatives to improve South Africa's competitiveness in the oil and gas sector.
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The document discusses Israel's "Oil-Free" initiative to reduce global dependence on oil for transportation. The initiative aims to make Israel a leader in energy R&D and catalyst for adopting oil alternatives worldwide. It will provide over $400 million for alternative fuel R&D and $5 billion in tax incentives for electric/hybrid vehicles over 10 years. The goals are to understand global needs, promote innovative solutions, and join international cooperation networks.
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The document summarizes a presentation given by Larry Sullivan and Carla Wood on expected returns on investments in biomass and biofuel projects using the Capital Asset Pricing Model (CAPM). It provides historical return on capital employed (ROCE) benchmarks for various industries including oil & gas extraction (29.53%), agriculture/forestry (72.02% and 137.39%), basic chemicals (21.25%), petroleum refining (46.33%) and petrochemical conversion (18.47%). It concludes that for advanced biofuels projects to attract capital, they need to demonstrate over 20% ROCE based on the CAPM and benchmarks from the oil, gas, and chemical industries.
Similar to Hybrid NOCs (20)
New Frontiers in the Political Economy of Minerals & Hydrocarbons: Section II...
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Executive Resume of the Hydrocarbon Services Business Profile (2006)
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Executive summary for "Tesla versus ExxonMobil - who's right?"
Executive summary for "Tesla versus ExxonMobil - who's right?"
Hybrid NOCs
- 1. The Way of the Hybrid NOC Michael T. Jones The Fletcher School EIB B234
- 3. Times are a Changin’
- 4. Oil Prices, Nationalizations, and Privatizations Government Takeovers Government Divestitures $137 b in divestitures $6 trillion to go!
- 5. NOCs in the Global 500 Source: Fortune Magazine
- 6. Ratio Comparisons Source: PIW Profit margin employee/profit ratio (m) NOCs 12% 23 IOCs 18% 5 Hybrids 16% 6
- 10. Drivers of Commercialization Technology Resources Source: PFC CNOOC Sinopec ONGC CNPC S. Aramco Gazprom/Rosneft National Asset Holders NNPC Finance and Security Seekers PEMEX Pertamina Petronas Statoil Petrobras Entrepreneurial NOCs LNOC Technology Seekers PDVSA KPC Ecopetrol EGPC Declining NOCs PTT Sonangol NIOC Sonatrach QP Market Seekers More adept Less adept Diminishing Production Expanding Production
- 13. Hybrid NOC’s Competitive Advantages Saudi Aramco’s Oil Supply Planning and Scheduling Dept.
- 16. Statoil: Subsea & IOR
- 20. Government Relations: Petronas Petroleum Product Pricing Downstream Regulators Subsidies Dividends Energy Policy Upstream Regulator Natural Gas Pricing PM is also Minister of Finance
- 28. Government Relations: Petrobras Regulator: issues E&P licenses
- 32. When technology outpaces skill…
- 33. Norway: Statoil
- 34. Government Relations: Statoil Source: Norwegian Ministry of Petroleum and Energy Consultant Government Investor NOC Pension Manager ($280 b) Policymaker Administrator/ Regulator
- 36. Home Reserves & Commercialization Process Protection Competition Partial Privatization Internationalization Reserves Domestic Political Power International Political Power
- 38. Comparisons: Strengths-Weaknesses Strengths Weaknesses
- 39. Ingredients for an efficient NOC: Clear separation of powers/regulator X X No Financial and managerial autonomy X X ? Timely injection of competition X X ? Desperation (diminishing reserves) ? X X Technological innovation X X X Educated workforce X X ?
- 40. Future Outlook State Market ?
- 43. Thank you!
- 44. Who Are the NOCs? (cont.) Source: PwC Norway Azerbaijan China Mexico Brazil Malaysia India Egypt Angola Oman Indonesia Libya Nigeria Venezuela Kuwait Iran Saudi Arabia Russia Algeria Qatar UAE Iraq Kazakhstan Uzbekistan Turkmenistan Under Development PSCs Available International NOCs Restricted Access Gas to Markets BOE Reserves BOE Production
- 45. Brazil is soon to become a net exporter of oil… Missing their production targets!