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세계의 석유 및 가스 산업(분기별 갱신 보고서)

Global Oil & Gas

리서치사 Fitch Solutions, Inc.
발행정보 연간구독 상품 코드 48834
페이지 정보 영문 86 Pages
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US $ 1,415 ₩ 1,623,000 PDF (Single user license) - Includes 3 FREE quarterly updates


세계의 석유 및 가스 산업(분기별 갱신 보고서) Global Oil & Gas
발행정보 : 페이지 정보 : 영문 86 Pages

본 상품은 영문 자료로 한글과 영문목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

세계의 석유 및 천연가스 산업 구조와 최신 동향에 대해 분석했으며, 주요 기업의 전략, 주요 LNG 프로젝트, 가격 예측 등의 정보를 전해드립니다.

1. BMI의 견해

2. 세계 시장 예측 분석

  • 산업 개요

3. 산업 동향

  • 석유 메이저는 소규모이고 유연한 프로젝트를 타겟으로
  • O&G 파이낸싱 : 부채는 주식보다 불리해져
  • 한정된 잉여 생산능력은 불안정한 회복을 나타내
  • 시추 기회는 중동에 여전히 남아
  • LNG 시장은 유동적
  • 보다 많은 LNG 프로젝트가 지연될 전망
  • 비용 디플레이션은 심해 시장으로 이동

4. 세계적 기업의 전략

  • Royal Dutch Shell
  • ExxonMobil

5. 가격 예측

  • 세계 : OPEC이 아니라 미국이 향후 석유 가격을 좌우
KSM 16.08.16

Key View: The close of the third quarter of 2020 has brought renewed uncertainty to oil markets as the sharp recovery in demand gives way to slower gains. In some markets, progress has stalled and reverted to shrinking consumption on a monthly basis. OPEC+ production cuts remain effectively in supporting price levels with compliance to the deal remaining very high although concerns about the long-term sustainability of reduced output remains a key concern for the exports. Broadly, oil prices have traded sideways for the quarter remaining range bound at just above USD40/bbl. The lack of strong price movements reflects the uncertainty market participants face going in the final quarter of the year. The rebound in global economic activity in Q3 will soften considerably in Q4 on the back of base effects as well as rising challenges over the coming months. Rising US election uncertainty, seasonal flu cases that could be confused with Covid-19 cases, still-weak labour markets and the potential for greater financial market volatility over the coming weeks will all heighten risk heading in Q4 2020 and into 2021.

Table of Contents

  • Key View
  • Industry Trend Analysis
  • Geopolitics Pose Long-Term Risks To Oil & Gas Projects Along BRI
  • US Election Primer Part One: O&G Profit, Production To Fall Under Biden
  • Petrobras To Accelerate Oil Production Growth From The Pre-Salt
  • Sub-Saharan Africa Oil & Gas Activity Slowly Returns
  • Indian Oil Demand Outlook Darkening, As Economy Limps Along
  • Facing Prolonged Oil Price Recovery, Canada To See A Consolidation On O&G Market
  • Vietnam's LNG Sector Ripe For Expansion
  • Turkey Makes Waves With Offshore Oil And Gas Exploration
  • Commodities Sector Post-Covid-19: Winners And Losers
  • What Our Clients Want To Know: Impact Of Covid-19 On Global Oil Sector
  • Low-Carbon Hydrogen To Find Limited Demand In Global Downstream
  • Oil Price Outlook
  • Brent: Eking Out Gains, But Risks On The Rise
  • Commodity Price Forecast
  • Monthly Commodities Strategy: Remaining Largely Neutral In Q420, Bullish In 2021 Compared To 2020
  • Oil & Gas Glossary
  • Oil & Gas Methodology
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