THE GLOBAL OIL AND GAS INDUSTRY

MARKET ANALYSIS IN THE LIGHT OF THE COVID-19 CRISIS

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global oil and gas industry and its prospects. In particular, it outlines the impact of the health crisis and the lessons to be learned from this situation.

DESCRIPTION OF COMPANIES DEVELOPMENT AXES

Rationalisation of business, investment in low-cost, high-margin projects, diversification into green energy and natural gas, downstream integration (petrochemicals), digitalisation: the report details the growth levers prioritised by the world leaders in the oil and gas industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

THE EXECUTIVE SUMMARY

This ten-page summary draws the reader's attention to the key elements of the study.

THE SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies.

FRAMING AND ENVIRONMENT

THE FUNDAMENTALS OF THE SECTOR

Key figures and trends in the sector

The value chain

Consumption and use of primary energy

Oil and gas products

Main outlets

Geographical distribution of production

THE SECTORAL ENVIRONMENT

Overview (PESTEL analysis)

The sensitivity of oil demand to GDP

The transport situation

Plastics market by 2030

Demographic change, urbanization and the growth of the middle class

Technological developments enabling the exploitation of unconventional reserves and those favouring the rise of substitutes

Environmental pressures on oil consumption

THE MARKET AND THE ACTIVITY OF THE LEADERS

THE WORLD OIL AND GAS MARKET

Oil and gas production: worldwide, by region and by major countries

Investment in exploration and production

Oil and natural gas consumption: by area and main countries

Prices: oil and gas prices,

Foreign trade: main exporters and importers of crude oil, petroleum products and natural gas

ACTIVITY AND PERFORMANCE OF LEADERS

Cumulative sales of the leaders (2014-2019)

Positioning by average growth rate

The aggregate operating income rate of the leaders

Ranking by EBIT rate

Individualised activity and performance

COMPETITION AND LEADERS' STRATEGIES

THE COMPETITIVE ENVIRONMENT

Overview (Porter's forces)

Intra-sectoral competition

The bargaining power of suppliers

The threat of new entrants

Government influence

The bargaining power of suppliers

Threats from surrogates

LEADERS' STRATEGIES

Overview of the development axes

Vertical integration (downstream)

Diversification into LNG and low-carbon energy

Streamlining of activities

Digitisation

With examples, tables and case studies (Total, ExxonMobil)

THE FORCES AT WORK

The ranking of 10 global oil and gas industry leaders analysed in the report

Key performance indicators of the 10 leaders (sales growth and EBIT rate)

SWOT analysis of the 10 companies

The identity cards of the 10 leaders