Table of Contents
Executive Summary — 7 SWOT
Analysis — 9 Canada Political SWOT — 9
Canada Economic SWOT — 9 Canada Energy Market
Overview — 10 Global Oil Market
Outlook — 13 Storing Up Trouble — 13
Revised Forecasts — 15 Global Oil Market
Review — 17 One-Way Traffic — 17
Table: Global Oil Consumption (000b/d) — 20 12-Month
Demand Outlook — 20 Table: Global Oil Production
(000b/d) — 21 12-Month Supply
Outlook — 21 Longer-Term Supply And
Demand — 22 Oil Price Assumptions — 23
Table: Crude Price Assumptions 2008/2009 — 24 Table: Oil
Price Forecasts — 24 Global Oil Products Price
Outlook — 25 Table: Oil Product Price Assumptions 2009
(US$/bbl) — 28 Table: Oil Product Price Forecasts
(US$/bbl) — 29 Global Oil Products Market
Review — 30 Regional Energy Market
Overview — 35 Oil Supply And
Demand — 35 Table: Developed Markets Oil Consumption
(000b/d) — 36 Table: Developed Markets Oil Production
(000b/d) — 37 Oil: Downstream — 38
Table: Developed Markets Oil Refining Capacity
(000b/d) — 38 Gas Supply And
Demand — 39 Table: Developed Markets Gas Consumption
(bcm) — 39 Table: Developed Markets Gas Production
(bcm) — 40 Liquefied Natural Gas — 41
Table: Developed Markets LNG Imports/(Exports) (bcm) — 41
Industry Forecast Scenario — 42 Oil And Gas
Reserves — 42 Oil Supply And
Demand — 42 Gas Supply And Demand — 43
LNG — 44 Refining And Oil Products
Trade — 46 Revenues/Import Costs — 46
Table: Canada Oil & Gas – Historical Data &
Forecasts — 47 Other Energy — 48
Table: Canada Other Energy – Historical Data &
Forecasts — 48 Key Risks To BMI’s Forecast
Scenario — 48 Long-Term Oil & Gas
Outlook — 49 Macroeconomic
Outlook — 50 Table: Canada – Economic
Activity — 51 Competitive
Landscape — 52 Table: Key Players – Canadian Oil &
Gas Sector — 53 Overview/State
Role — 54 Table: Key Upstream
Players — 56 Table: Key Downstream
Players — 57 Company Monitor — 58
EnCana – Summary — 58 Petro-Canada –
Summary — 60 ConocoPhillips –
Summary — 62 Chevron –
Summary — 64 Devon Energy –
Summary — 65 Syncrude –
Summary — 66 Suncor –
Summary — 66 Shell Canada –
Summary — 67 BP – Summary — 69
Husky – Summary — 70 Imperial Oil –
Summary — 72 StatoilHydro –
Summary — 73 Total –
Summary — 74 Murphy Oil –
Summary — 75 Nexen –
Summary — 75 Occidental –
Summary — 76 Gazprom –
Summary — 77 Others –
Summary — 77 Glossary of Terms — 81
Oil & Gas Ratings: Revised Methodology — 82
Introduction — 82 Ratings
Overview — 82 Table: BMI Oil & Gas Business Environment
Ratings: Structure — 83
Indicators — 84 Table: BMI Oil & Gas Business Environment
Upstream Ratings: Methodology — 84 Table: BMI Oil & Gas
Business Environment Downstream Ratings: Methodology — 85
Oil & Gas Outlook: Long-Term Forecasts — 87 Global Oil
Demand — 87 Table: Global Oil Demand
(000b/d) — 87 Table: Global Oil Production
(000b/d) — 88 Global Oil Supply — 88
Global Gas Demand — 89 Table: Global Gas Demand
(bcm) — 89 Global Gas Supply — 89
Table: Global Gas Production (bcm) — 90 Regional Oil
Demand — 91 Table: North America Oil Consumption
(000b/d) — 91 Regional Oil Supply — 91
Table: North America Oil Production (000b/d) — 91 Regional
Refining Capacity — 92 Table: North America Oil Refining
Capacity (000b/d) — 92 Regional Gas
Demand — 92 Table: North America Gas Consumption
(bcm) — 92 Regional Gas Supply — 93
Table: North America Gas Production (bcm) — 93 Canada
Country Overview — 93 Methodology & Risks To
Forecasts — 93 BMI Forecast
Modelling — 95 How we generate our industry
forecasts — 95 Energy Industry — 96
Cross checks — 96 Sources — 96
|