30
170 Page Research 170 Page Research Paper Paper Vincent J. Lentini Vincent J. Lentini

How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Embed Size (px)

DESCRIPTION

 

Citation preview

Page 1: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

170 Page Research Paper170 Page Research PaperVincent J. LentiniVincent J. Lentini

Page 2: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Executive Summary Executive Summary Pages 3-4Pages 3-4

Global Natural Gas Dynamics Global Natural Gas Dynamics Pages 5-16 Pages 5-16

Global Crude Oil Dynamics Global Crude Oil Dynamics Pages 17-42Pages 17-42

Canada Canada Pages 43-47Pages 43-47

Columbia Columbia Page 48Page 48

Libya Libya Pages 49-50Pages 49-50

Iraq Iraq Pages 51-53Pages 51-53

Venezuela Venezuela Pages 54-56Pages 54-56

Top 10 Vehicle Markets Globally Top 10 Vehicle Markets Globally Pages 57-75Pages 57-75

U.S. Automobile Market From 2000-2010 U.S. Automobile Market From 2000-2010 Pages 76-79Pages 76-79

Page 3: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Top 10 Global Automobile Manufactures Pages 80-94Top 10 Global Automobile Manufactures Pages 80-94 Global Airline Industry Dynamics Pages 95-99Global Airline Industry Dynamics Pages 95-99 Boeing Airline Industry Forecast From 2011-2030 Pages 100-105Boeing Airline Industry Forecast From 2011-2030 Pages 100-105 Major Global Airline Carriers Pages 106Major Global Airline Carriers Pages 106 Major North American Oil & Gas Producers Pages 107-149Major North American Oil & Gas Producers Pages 107-149 Statistical Tables Pages 150-153Statistical Tables Pages 150-153 Conclusion Pages 154-161Conclusion Pages 154-161 Sources Pages 162-168Sources Pages 162-168 Acknowledgements Page 169Acknowledgements Page 169 Renaissance Analytics Page 170Renaissance Analytics Page 170

Page 4: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Major Global Supply RegionsMajor Global Supply Regions Current Pricing EnvironmentCurrent Pricing Environment Liquefied Natural Gas (LNG)Liquefied Natural Gas (LNG) Major LNG ProducersMajor LNG Producers Major Shale Gas Regions in U.SMajor Shale Gas Regions in U.S Major Natural Gas Transactions Which Major Natural Gas Transactions Which

Have Occurred RecentlyHave Occurred Recently

Page 5: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Hydraulic Fracturing Or FrackingHydraulic Fracturing Or Fracking Environmental Concerns With FrackingEnvironmental Concerns With Fracking Cheniere EnergyCheniere Energy Major LNG PlayersMajor LNG Players Major LNG Projects Being DevelopedMajor LNG Projects Being Developed Qatar’s Major LNG ProjectsQatar’s Major LNG Projects

Page 6: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Global Crude Oil AddictionGlobal Crude Oil Addiction Historical Price PerspectiveHistorical Price Perspective Globalization ImpactGlobalization Impact Major Developments Within OPECMajor Developments Within OPEC Brent Versus WTIBrent Versus WTI Major Oil Producing NationsMajor Oil Producing Nations Major Oil Consuming NationsMajor Oil Consuming Nations Major Deep-Water RegionsMajor Deep-Water Regions

Page 7: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Great Britain ChallengesGreat Britain Challenges Norway ChallengesNorway Challenges Mexico ChallengesMexico Challenges New Projects Slated For Norway and New Projects Slated For Norway and

Great BritainGreat Britain Sabotage Of Oil TankersSabotage Of Oil Tankers Total Crude Oil SubsidiesTotal Crude Oil Subsidies Enhanced Oil Recovery TechniquesEnhanced Oil Recovery Techniques

Page 8: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Description Of Refining BusinessDescription Of Refining Business Challenges Within U.S. Refining BusinessChallenges Within U.S. Refining Business Crack SpreadCrack Spread Major Proposed Pipelines In North Major Proposed Pipelines In North

AmericaAmerica Divestitures Which Have Occurred Within Divestitures Which Have Occurred Within

Refining SectorRefining Sector Recent Global Economic Turmoil & Crude Recent Global Economic Turmoil & Crude

Oil FluctuationsOil Fluctuations

Page 9: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Oil Sands Mining Versus In-Situ ProjectsOil Sands Mining Versus In-Situ Projects Major Oil Producers In CanadaMajor Oil Producers In Canada Western Canadian Select (WCS)Western Canadian Select (WCS) Canadian Crude Oil OutputCanadian Crude Oil Output Prolific Natural Gas RegionsProlific Natural Gas Regions Oil Sands Environmental Concerns & Oil Sands Environmental Concerns &

Steps Being Taken To Reduce Steps Being Taken To Reduce Environmental ImpactEnvironmental Impact

Page 10: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Foreign Investment In ColumbiaForeign Investment In Columbia Favorable Investment ClimateFavorable Investment Climate Eco-PetrolEco-Petrol Eco-Petrol’s Investment In Future ProjectsEco-Petrol’s Investment In Future Projects Columbia’s Potential Crude Oil Output By Columbia’s Potential Crude Oil Output By

20202020

Page 11: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Potential To Emerge As One Of The Most Potential To Emerge As One Of The Most Important Conventional Crude Oil Important Conventional Crude Oil Producing NationsProducing Nations

Enormous Production PotentialEnormous Production Potential Major Projects Being DevelopedMajor Projects Being Developed Major Partners Awarded ContractsMajor Partners Awarded Contracts Total Crude Oil ReservesTotal Crude Oil Reserves Recent Developments In 2011Recent Developments In 2011

Page 12: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Oil Production Resumes In LibyaOil Production Resumes In Libya November 2011 ProductionNovember 2011 Production Major Foreign OperatorsMajor Foreign Operators 3 Major Oil Fields3 Major Oil Fields Political Uncertainty RemainsPolitical Uncertainty Remains

Page 13: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Total Heavy Oil ReservesTotal Heavy Oil Reserves Heavy Oil Production PotentialHeavy Oil Production Potential Total Investment RequiredTotal Investment Required Major Projects Being DevelopedMajor Projects Being Developed Recent Developments In 2011Recent Developments In 2011

Page 14: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

ChinaChina United StatesUnited States JapanJapan BrazilBrazil GermanyGermany IndiaIndia RussiaRussia Great BritainGreat Britain FranceFrance ItalyItaly

Page 15: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

GDP Growth RatesGDP Growth Rates Country DemographicsCountry Demographics Energy DependenceEnergy Dependence Exploration PotentialExploration Potential Vehicle Growth 2006-2010Vehicle Growth 2006-2010 Major ChallengesMajor Challenges

Page 16: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

U.S. Population & Total GDPU.S. Population & Total GDP Total Annual Crude Oil ConsumptionTotal Annual Crude Oil Consumption Gasoline Demand 2010Gasoline Demand 2010 Diesel Fuel Demand 2010Diesel Fuel Demand 2010 Jet Fuel Demand 2010Jet Fuel Demand 2010 New Café StandardsNew Café Standards Gulf of Mexico Production Since 1995Gulf of Mexico Production Since 1995 Production From Oil Shale RegionsProduction From Oil Shale Regions

Page 17: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Ford Motor CompanyFord Motor Company General Motors General Motors The Volkswagon GroupThe Volkswagon Group Toyota MotorsToyota Motors Nissan MotorsNissan Motors Honda MotorsHonda Motors Hyundai MotorsHyundai Motors Bayerishe Motoren Werke (BMW)Bayerishe Motoren Werke (BMW) Daimler-Chrysler 2000-2007 Daimler-Chrysler 2000-2007 Daimler AG 2008-2010Daimler AG 2008-2010

Page 18: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Ford Vehicle Sales 2000-2010Ford Vehicle Sales 2000-2010 General Motors Vehicle Sales 2000-2010General Motors Vehicle Sales 2000-2010 Volkswagon Group Vehicle Sales 2000-2010Volkswagon Group Vehicle Sales 2000-2010 Toyota Motors Vehicle Sales 2003-2011Toyota Motors Vehicle Sales 2003-2011 Nissan Motors Vehicle Sales 2000-2010Nissan Motors Vehicle Sales 2000-2010 Honda Motors Vehicle Sales 2006-2010Honda Motors Vehicle Sales 2006-2010 Hyandai Motors Vehicle Sales 2006-2010Hyandai Motors Vehicle Sales 2006-2010 BMW Vehicle Sales 2000-2010BMW Vehicle Sales 2000-2010 Daimler-Chrysler Vehicle Sales 2000-2007Daimler-Chrysler Vehicle Sales 2000-2007 Daimler AG Vehicle Sales 2008-2010Daimler AG Vehicle Sales 2008-2010

Page 19: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Total Revenues & Net Income 2000-2010Total Revenues & Net Income 2000-2010 Company SummaryCompany Summary Major BrandsMajor Brands Global InitiativesGlobal Initiatives Vehicle Sales In Germany & In Other Vehicle Sales In Germany & In Other

MarketsMarkets

Page 20: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Total Vehicle Units Sold From 2000-2010Total Vehicle Units Sold From 2000-2010 SUV GrowthSUV Growth Excessive Credit GrowthExcessive Credit Growth Impact Of Global Financial CrisisImpact Of Global Financial Crisis Transition To Smaller VehiclesTransition To Smaller Vehicles Ford, GM, & Chrysler Challenges During Ford, GM, & Chrysler Challenges During

2000’s2000’s

Page 21: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Annual Jet Fuel Consumption In 2000 & Annual Jet Fuel Consumption In 2000 & 20102010Global Airline Consolidation During 2000’sGlobal Airline Consolidation During 2000’sMajor Risk Factors & ChallengesMajor Risk Factors & ChallengesFuel Efficient Aircraft & Security Concerns Fuel Efficient Aircraft & Security Concerns Remain ParamountRemain ParamountIndustry Forecast In 2012Industry Forecast In 2012

Page 22: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Forecasted GDP Growth Until 2030Forecasted GDP Growth Until 2030 Total Aircraft Market Until 2030Total Aircraft Market Until 2030 Total Replacement & New Aircraft To Be Total Replacement & New Aircraft To Be

Purchased By 2030 Purchased By 2030 Description of Major Economic RegionsDescription of Major Economic Regions Forecasted Passenger GrowthForecasted Passenger Growth Potential Economic Headwinds Potential Economic Headwinds

Page 23: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Lion AirLion Air Southwest AirlinesSouthwest Airlines EmiratesEmirates Hainan AirlinesHainan Airlines FedExFedEx

Page 24: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Air ChinaAir China Japan AirlinesJapan Airlines Singapore AirlinesSingapore Airlines Korean AirKorean Air Lan-Tam AirlinesLan-Tam Airlines EmiratesEmirates Air FranceAir France LufthansaLufthansa British AirwaysBritish Airways United Continental HoldingsUnited Continental Holdings Delta NorthwestDelta Northwest

Page 25: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Canadian Natural Resources Canadian Natural Resources

Chevron Chevron ConocoPhillips ConocoPhillips Devon Energy Devon Energy ExxonMobil ExxonMobil Hess Hess Imperial Oil Imperial Oil Occidental Petroleum Occidental Petroleum Suncor Energy Suncor Energy

Page 26: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Revenues From 2000-2010Revenues From 2000-2010 Net Income From 2000-2010Net Income From 2000-2010 Capital Expenditure PlansCapital Expenditure Plans Barrels Of Oil Equivalent ProducedBarrels Of Oil Equivalent Produced Returns On Capital EmployedReturns On Capital Employed Major Project StartupsMajor Project Startups Major Operating RegionsMajor Operating Regions Major Developments In 2011Major Developments In 2011

Page 27: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Forecasted New Airplane Deliveries From 2011-2030Forecasted New Airplane Deliveries From 2011-2030Global Vehicle Sales From 2000-2010Global Vehicle Sales From 2000-2010Vehicle Sales For Top 10 Automobile Markets in 2010Vehicle Sales For Top 10 Automobile Markets in 2010Brent Crude Prices, Per Barrel, For Years 2000-2010Brent Crude Prices, Per Barrel, For Years 2000-2010West Texas Intermediate (WTI), Prices Per Barrel For West Texas Intermediate (WTI), Prices Per Barrel For Years 2000-2010 Years 2000-2010 Jet Fuel Prices, Per Barrel, For Years 2000-2010 Jet Fuel Prices, Per Barrel, For Years 2000-2010 Global Crude Oil Consumption From 2000-2010Global Crude Oil Consumption From 2000-2010

Page 28: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Crude Oil Demand InsatiableCrude Oil Demand Insatiable Global Oil Industry Faces Daunting Global Oil Industry Faces Daunting

Challenge Challenge Vehicle Demand Globally Unfazed By Vehicle Demand Globally Unfazed By

Global Financial Crisis Global Financial Crisis India Will Cause Great Strain To Oil India Will Cause Great Strain To Oil

Markets In Future YearsMarkets In Future Years Boeing’s Projections About Global Airline Boeing’s Projections About Global Airline

Fleet By 2030Fleet By 2030 Liberalization Leading To Increase In Air Liberalization Leading To Increase In Air

TravelTravel

Page 29: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Global Economy More Susceptible To Global Economy More Susceptible To Supply Shocks As Crude Oil Demand Supply Shocks As Crude Oil Demand Continually Increases Continually Increases

Global Economy Facing Uncertainty In Global Economy Facing Uncertainty In 20122012

Projected Crude Oil Demand Over The Projected Crude Oil Demand Over The Next 20 YearsNext 20 Years

Major Differences Which Have Occurred Major Differences Which Have Occurred From 2000-2010From 2000-2010

Possible Solutions To Lower Crude Oil Possible Solutions To Lower Crude Oil ConsumptionConsumption

Page 30: How The Global Automobile & Airline Industries Are Impacting The Global Energy Business

Over 150 Annual ReportsOver 150 Annual Reports The Lamp (An ExxonMobil Publication)The Lamp (An ExxonMobil Publication) Next (A Chevron Publication)Next (A Chevron Publication) Company Press ReleasesCompany Press Releases U.S. Energy Information AgencyU.S. Energy Information Agency International Energy AgencyInternational Energy Agency International Air Transport AssociationInternational Air Transport Association Press Releases From Bloomberg & Press Releases From Bloomberg &

ReutersReuters