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メキシコ湾の原油流出事故

Gulf of Mexico Oil Spill - A Catalyst for Developing Stringent Offshore Safety Policies and a Game Changer for the Offshore Oil Industry and BP Plc

発行 GlobalData 商品コード 135910
出版日 ページ情報 英文 88 Pages
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メキシコ湾の原油流出事故 Gulf of Mexico Oil Spill - A Catalyst for Developing Stringent Offshore Safety Policies and a Game Changer for the Offshore Oil Industry and BP Plc
出版日: 2010年10月08日 ページ情報: 英文 88 Pages

当商品の販売は、2016年07月01日を持ちまして終了しました。

概要

当レポートでは、メキシコ湾における原油流出事故からの政策、法制、ビジネス面における影響および今後の見通しについての調査データをまとめ、概略以下の構成でお届けします。

目次

イントロダクション

メキシコ湾原油流出事故 - 発端と事後

  • BPのMacondo Prospectで発生したメキシコ湾原油流出事故
  • 史上有数の大災害に発展
  • 米国海洋掘削事業に高額のツケ
  • 環境に多大な被害

BPの災害対策と同社が経済・事業面で受けた即時的影響

  • BPの流出封鎖策
  • BPが経済・事業面で受けた即時的影響

深海掘削の安全政策および手順に対する影響

  • 海洋掘削の現行安全手順に鳴らされた警鐘
  • BPの海洋掘削における安全政策および手順の励行度に提起された疑義
  • 結果的にTransocean、Halliburton両社の深海掘削における稼働効率は後退
  • 油田建設政策の厳格化に動く米国政府
  • 深海掘削作業の一時見合わせを命じた米国政府

地域の石油・ガス開発プロジェクトや関連投資を直撃したメキシコ湾原油流出事故

  • メキシコ湾は世界の石油・ガス産業でも最大級の産油域
  • 急速に開発が進むメキシコ湾第三系下部層
  • 大型投資が進められてきたメキシコ湾域
  • 原油流出からメキシコ湾ではプロジェクト延期や活動減速も
  • 深海作業の一時見合わせが期間ベース生産量の障害に

米国の海洋石油・ガス産業への影響

  • 米国海洋産業に壊滅の危機
  • ひいては世界規模で海洋石油・ガス事業への障害に
  • 米国海洋産業全体に損失も
  • 減速に向かう掘削事業

世界の石油・ガス事業に与える影響

  • 原油流出封鎖への資金拠出に奔走
  • 流出責任への資金拠出に300億ドルの負の資産投資策
  • メキシコ湾原油流出問題から生じたBPの将来性、流出事件後の危機に対する疑問

米国による石油輸入への動き、カナダ油砂(オイルサンド)産業への転換、米国石油・ガス産業の再編

  • メキシコ湾原油流出問題で米国は新たな原油供給源探しを余儀なくされることも
  • メキシコ湾原油流出が米国内産業再編を招く可能性

付録

目次
Product Code: GDGE0845ICR

Abstract

Gulf of Mexico Oil Spill - A Catalyst for Developing Stringent Offshore Safety Policies and a Game Changer for the Offshore Oil Industry and BP Plc

Summary

The US offshore industry has been hit by the disastrous oil spill, which has become the worst oil spill of the century. With expected liabilities of more than $50 billion, the oil spill has teh potential to change the US offshore industry as a whole. The spill has been catastrophic, to the extent that the US government has been forced to announce and impose tougher regulations and policies for US offshore deep water drilling and field services. This has led to uncertainty in the US offshore industry related to the risks and costs required for deepwater drilling once the stricter regulations are in place. In addition, the moratorium will hamper production in the Gulf of Mexico as well as other areas. This incident is also going to have serious implications for BP Plc' s oil & gas business.

Scope

- Analyses the impact of the GOM Oil Spill on the US Offshore Policy and Regulations
- Provides information on the implications of tougher offshore oil & gas exploration and production regulations on the US offshore industry
- Analyses the cost pressures and disadvantages on the US offshore industry as a result of the oil spill
- Highlights the business implications for BP Plc after the disastrous oil spill.

Reasons to buy

- Understand the impact of oil and gas offshore regulations on the US oil and gas industry as a result of the oil spill.
- Understand the repercussions of the oil spill on the US offshore industry
- Gain understanding of the impact of the new stricter offshore policies and regulations which the regulators plan to implement
- Keep abreast of the business challenges of BP Plc post the Gulf of Mexico oil spill

Table of Contents

1 Table of contents 3
1.1 List of Tables 5
1.2 List of Figures 6
2 Introduction 7
2.1 Overview 7
2.2 GlobalData Report Guidance 8
3 The Gulf of Mexico Oil Spill: Origin and Aftermath 9
3.1 The GOM Oil Spill Originated in BP’s Maconda Prospect 9
3.2 The GOM Oil Spill Has Been One of the Worst in History 13
3.3 GOM Oil Spill Has Led to a Significant Toll on Offshore Drilling Activities in the US 15
3.4 The GOM Oil Spill Has Caused Significant Environmental Damage 17
4 GOM Oil Spill: BP' s Efforts to Control the Disaster and the Immediate Economic and Business Consequences for the Company 18
4.1 BP’s Oil Spill Containment Efforts 18
4.1.1 BP’s Damage Control Efforts 18
4.1.2 BP' s Cost of Damage Control 19
4.2 Immediate Economic and Business Consequences for BP 19
4.2.1 BP Has Incurred Huge Financial Losses to Contain the Oil Spill 19
4.2.2 Business Implications for BP Across the Globe 21
5 GOM Oil Spill: Impact on Safety Policies and Procedures for Offshore Deepwater Drilling 22
5.1 GOM Oil Spill has Raised the Alarm about the Safety Procedures Followed during Offshore Drilling 22
5.2 GOM Oil Spill has Raised Questions on BP’s integrity in Following the Safety Policies and Procedures 22
5.3 GOM Oil Spill has Resulted in Significant Setbacks for Transocean and Halliburton’s Operational Effectiveness in Deepwater Drilling 23
5.4 The US Government Plans to Make Drilling Policies More Stringent 23
5.5 The US Government has Imposed a Moratorium on Deepwater Drilling 25
6 The GOM Oil Spill Has Hit Oil and Gas Development Projects and Investments in the Area 26
6.1 The GOM is One of the Most Important Deepwater Areas in the Global Oil and Gas Industry 26
6.2 GOM’s Lower Tertiary Play is Developing Rapidly 28
6.2.1 Increasing Share of Overall Discoveries are Ultra Deepwater Discoveries 30
6.3 Significant Investments have been Undertaken in the GOM Region 35
6.4 The Oil Spill has Led to A Delay in Projects and A Slowdown of Activities in the GOM 37
6.5 The Moratorium on Deepwater Operations Will Hamper Production Based on its Time Period 41
7 GOM Oil Spill: Impact on the US Offshore Oil and Gas Industry 46
7.1 GOM Oil Spill Heralds a Downfall in the US Offshore Industry 46
7.2 The GOM Oil Spill has Resulted in Obstacles to Offshore Oil and Gas Activities Globally 47
7.3 GOM Oil Spill May Hamper the US Offshore Industry as a Whole 48
7.3.1 Offshore Drilling Companies will Face Increased Cost Disadvantages as an Outcome of the Stringent Laws and Regulations 50
7.4 GOM Oil Spill Has Led to a Slowdown in Drilling 54
8 GOM Oil Spill: Impact on BP Plc' s Global Oil and Gas Business 56
8.1 BP has Undertaken Significant Efforts to Generate Funds for the Oil Spill Containment 56
8.2 BP Plans a $30 Billion Asset Divestment Strategy to Generate Funds for the Oil Spill Obligations 59
8.2.1 BP to Sell Malaysian Ethylene and Polyethylene Interests to Petronas 60
8.2.2 BP has Announced it is Selling its Pakistan and Vietnam Assets to Generate Funds for the Oil Spill 60
8.2.3 BP Intends to Sell Its Colombian Assets to Ecopetrol and Talisman Energy 61
8.2.4 BP is also Selling Its Refining and Marketing Assets 62
8.2.5 BP Plans to Sell its 13% Interest in Prudhoe Bay Assets 63
8.2.6 BP Plans to Sell its Upstream Assets of Tuscaloosa Trend Properties in Louisiana 64
8.2.7 Maersk Oil Plans to Acquire Assets of BP 65
8.2.8 Gazprom to Acquire BP Azeri Assets 65
8.2.9 BP Plans to Sell its Interest in the Coal Bed Methane Block in India 65
8.2.10 Shell Plans to Acquire Oil and Gas Assets from BP 65
8.3 GOM Oil Spill has Put a Question Mark on What Will happen to BP, Post GOM Crisis 66
8.3.1 BP Might Witness Fundamental Changes in its Operations and Financial Position 66
8.3.2 There are doubts on BP’s Future and its Ability to Recover from the Worst Exploration Disaster 69
8.3.3 BP’s Emergence from the Crisis is Difficult but not Impossible 70
8.3.4 Post the Oil Spill Crisis, BP Plc is Likely to Emerge as a Company With a New Identity 73
9 GOM Oil Spill: Implications for the US Oil Imports, Filip to Canadian Oil Sands Industry and Consolidation in the US Oil and Gas Industry 75
9.1 The GOM Oil Might Force the US to Look Out for Alternative Crude Oil Supply Sources 75
9.1.1 The Demand-Supply Deficit for Crude Oil in the US is Set to Regain Momentum During 2010-2015 75
9.1.2 Decline in Crude Oil Production in the GOM Post the Oil Spill Will Lead to Increased US Crude Oil Imports 77
9.1.3 The US May Turn Towards Canadian Oil Sands For Crude Oil Supply 78
9.1.4 Canadian Oil Sands Are Emerging as Key Source of Unconventional Crude Oil 80
9.2 The GOM Oil Spill Might lead to Industry Consolidation in the US 83
9.2.1 GOM Deep Offshore Region: Merger and Acquisition Activities 84
10 Appendix 86
10.1 Abbreviations 86
10.2 Methodology 86
10.2.1 Coverage 86
10.2.2 Secondary Research 87
10.2.3 Primary Research 87
10.2.4 Expert Panel Validation 87
10.3 Contact Us 87
10.4 Disclaimer 88

1.1 List of Tables
Table 1: The US, Major Historical Oil Spills 13
Table 2: Largest Oil Well Blowouts by Volume as on September 6, 2010 14
Table 3: GOM, Major Planned Projects, 2010 16
Table 4: GOM, Oil Spill Costs in $ m, May 28- Sept 02, 2010 20
Table 5: GOM, Oil And Gas Production from Deep And Shallow Water in MMboe, 2000-2009 27
Table 6: GOM, Deep Water Oil and Gas Production in MMboe, 2000-2009 28
Table 7: GOM, Lower Tertiary Play, Major Discoveries, 2006-2009 29
Table 8: GOM, Details Of Deepwater Discoveries, 2009 30
Table 9: GOM, Lease Sales, Total Investment and Acreage Sold, 2007-2010 35
Table 10: Central Gulf of Mexico Lease Sale 213, Major Companies by Investment ($m), 2010 36
Table 11: Gulf Of Mexico, Major Delayed Projects Due To Oil Spill, 2010 37
Table 12: GOM, Tiber, Discovery Details, 2010 37
Table 13: GOM, Buckskin, Discovery Details, 2010 38
Table 14: GOM, Vito 2, Discovery Details, 2010 39
Table 15: GOM, Appomattox, Discovery Details, 2010 39
Table 16: GOM, Lucius, Discovery Details, 2010 40
Table 17: GOM, Heidelberg, Discovery Details, 2010 40
Table 18: GOM Deepwater Historical and Forecast Production in MMboe (Moratorium until November, 2010), 2000-2015 42
Table 19: GOM Deepwater Historical and Forecast Production in MMboe (Moratorium until 2011), 2000-2015 43
Table 20: GOM Deepwater Historical and Forecast Production in MMboe (Indefinite Moratorium), 2000-2015 45
Table 21: Global Oil Production (' 000 bbls/day), March-June, 2010 47
Table 22: North America, Offshore Drilling Expenditure by Water Depth in $ bn, 2005-2009 49
Table 23: US, GOM, Oil Reserves in MMbbls, 2005-08 50
Table 24: US, GOM, Drilling Investments in $bn, 2005-2009 51
Table 25: US, Offshore Drilling Expenditure, $ bn, 2005-2009 52
Table 26: US, Offshore Wells Drilled, 2005-2010 54
Table 27: US, GOM, Oil Production Forecast in MMbbls/d, 2010-2011 55
Table 28: BP, Dividends in $ Bn, 2005-2009 57
Table 29: BP, Capital Expenditures in $ bn, 2008-2010 58
Table 30: BP, Divestment Details, 2010 62
Table 31: BP Plc, Subsidiaries and Equity Accounted Entities, Net Cash Flow in $ m, 2008-2009 71
Table 32: Change in the Market Capitalization of Significant Players in $ bn, April 20-September 13, 2010 74
Table 33: The US, Crude Oil Demand-Supply Deficit in ‘000 bbls/d, 2005-2009 76
Table 34: The US, Crude Oil Demand-Supply Deficit in ‘000 bbls/d, 2010-2015 77
Table 35: The US, Forecast Crude Oil Production and Imports in ‘000 bbls/d, 2010-2015 78
Table 36: Canadian Oil Sands, Forecast Production in MMbbls, 2010-2014 81
Table 37: Canadian Oil Sands, Extraction Cost Details for Some Significant Technologies in CAD/bbl, 2008 82
Table 38: Deep Water Gulf of Mexico, Merger and Acquisition Activities, By Deal Value and Volume, 2006-Sept 2010 84
Table 39: Deep Water Gulf of Mexico, Major Deals By Deal Value, 2006-Sept 2010 85

1.2 List of Figures
Figure 1: GOM, Maconda Prospect, Ownership Split, 2010 9
Figure 2: Deepwater Horizon drilling rig location, 2010 10
Figure 3: GOM, Oil Spill Rate in Bbls/d, April-July, 2010 11
Figure 4: BP, GOM Operations, 2010 12
Figure 5: Projected Spread of Oil Spill on May 7, 2010 12
Figure 6: GOM, Oil Spill Lawsuits Nature, 2010 17
Figure 7: GOM, Oil Spill Costs in $ m, May 28- Sept 02, 2010 20
Figure 8: GOM, Oil And Gas Production from Deep And Shallow Water in MMboe, 2000-2009 26
Figure 9: GOM, Deep Water Oil and Gas Production in MMboe, 2000-2009 27
Figure 10: GOM, Lower Tertiary Play, 2010 28
Figure 11: Deep Water GOM, Alaminos Canyon, Keathley Canyon and Walker Ridge, Location 30
Figure 12: GOM, Lease Sales, Total Investment and Acreage Sold, 2007-2010 35
Figure 13: GOM Deepwater Historical and Forecast Production in MMboe (Moratorium until November, 2010), 2000-2015 41
Figure 14: GOM Deepwater Historical and Forecast Production in MMboe (Moratorium until 2011), 2000-2015 43
Figure 15: GOM Deepwater Historical and Forecast Production in MMboe (Indefinite Moratorium), 2000-2015 44
Figure 16: Global Oil Production (' 000 bbls/day), March-June, 2010 47
Figure 17: North America, Offshore Drilling Expenditure by Water Depth in $ bn, 2005-2009 49
Figure 18: US, GOM, Oil Reserves in MMbbls, 2005-2008 50
Figure 19: US, GOM, Drilling Investments in $bn, 2005-2009 51
Figure 20: US, Offshore Drilling Expenditure, $ bn, 2005-2009 52
Figure 21: Offshore Deepwater Drilling Expenditure Split, North America, 2009 53
Figure 22: US, Offshore Wells Drilled, 2005-2010 54
Figure 23: US, GOM, Oil Production Forecast in MMbbls/d, 2010-2011 55
Figure 24: BP Plc, Dividend Payouts in $ bBn, 2005-2009 56
Figure 25: BP Plc, Oil and Gas Capital Expenditures in $ bn, 2008-2010 58
Figure 26: BP’s Assets Divestments to Apache Corporation, 2010 59
Figure 27: Badin Block, BP’s Significant Asset in Pakistan, 2010 60
Figure 28: Nam Con Son Pipeline Project, Location Map, 2010 61
Figure 29: Prudhoe Bay, Location Map, 2010 63
Figure 30: Tuscaloosa, Location Map, 2010 64
Figure 31: BP, Azerbaijan, Location Map, 2010 65
Figure 32: BP, Asset Location, 2010 66
Figure 33: Significant Asset Locations of BP Plc Across the Globe, Post GOM Oil Spill Crisis, 2010 67
Figure34: BP, Up-case, Mid-case and Down-case Scenario, 2010 68
Figure35: Share Prices of Key Global Oil & Gas Companies, April 20-September 13, 2010 69
Figure 36: BP Plc, Subsidiaries and Equity Accounted Entities, Net Cash Flow in $ m, 2008-2009 70
Figure 37: ACG Field, Location Map, 2010 71
Figure38: Kirby Oil Sands, Acreage Position, 2010 72
Figure 39: Change in the Market Capitalization of Significant Players in $ bn, April 20-September 13, 2010 73
Figure 40: The US, Crude Oil Demand-Supply Deficit in ‘000 bbls/d, 2005-2009 75
Figure 41: The US, Crude Oil Demand-Supply Deficit in ‘000 bbls/d, 2010-2015 76
Figure 42: The US, Forecast Crude Oil Production and Imports in ‘000 bbls/d, 2010-2015 77
Figure 43: The US, Crude Oil Imports by Source Country (%), 2009 78
Figure 44: Canadian Oil Sands, Location Map, 2010 80
Figure 45: Canadian Oil Sands, Forecast Production in MMbbls, 2010-2014 81
Figure 46: Deep Water Gulf of Mexico, Merger and Acquisition Activities by Deal Value and Volume, 2006-Sept 2010 84

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