http://www.okokok.com.cn/Htmls/PE_Product/081103/38326.html

发布日期：2008年10月25日

摘要

Myanmar Oil and Gas Markets Investment Opportunities, Analysis and Forecasts to 2020

Summary

This profile is the essential source for top-level energy industry data and information. The report provides an overview of each of the key sub-segments of the energy industry in Myanmar. It details the market structure, regulatory environment, infrastructure and provides historical and forecasted statistics relating to the supply/demand balance for each of the key sub-segments. It also provides information relating to the oil and gas assets (oil and gas fields, exploration blocks, refineries, pipelines, LNG terminals and storage terminals) in Myanmar. The report also analyses the fiscal regime relevant to the oil and gas assets in Myanmar and compares the investment environment in Myanmar with other countries in the region. The profiles of the major companies operating in the oil and gas sector in Myanmar together with the latest news and deals are also included in the report.

该报告是高级能源行业数据信息的重要来源，它描述缅甸能源行业细分行业的概况，并详细分析了该地区市场结构、政策环境、基础建设以及供需方面历史数据及未来预测。 本报告介绍了缅甸的油气资产，包括油田气田、开采情况、精练厂、管道设施、液化天然气及储藏终端，以及关系到在缅甸油气行业投资的财政政策等，另外还介绍了缅甸主要油气企业和这些企业的最新发展动向。

Scope

? Historic and forecast data relating to production, consumption, imports, exports and reserves are provided for each industry sub-segment for the period 1995-2020.
? Historical and forecast data and information for all the major exploration blocks, oil and gas fields, refineries, pipelines, LNG terminals and storage terminals in Myanmar for the period 1995-2020.
? Operator and equity details for major oil and gas assets in Myanmar
? Key information relating to market regulations, key energy assets and the key companies operating in the Myanmar’s energy industry.
? Detailed information on key fiscal terms (such as rents, bonuses, royalty, cost recovery, profit oil, petroleum and corporate taxes) pertaining the geography is also provided. A sample  calculation detailing how fiscal terms apply to a typical asset in the regime is included.
? Information on the top companies in the Myanmar including business description, strategic analysis, and financial information.
? Product and brand updates, strategy changes, R&D projects, corporate expansions and contractions and regulatory changes.
? Key mergers and acquisitions, partnerships, private equity and venture capital investments, and IPOs.

Reasons to buy

? Gain a strong understanding of the country’s energy market.
? Facilitate market analysis and forecasting of future industry trends.
? Evaluate the attractiveness of the geography for oil and gas investment in the light of government policies and the fiscal environment.
? Facilitate decision making on the basis of strong historic and forecast production, reserves and capacity data.
? Understand the geography’s policies and fiscal terms, and their impact on contractor’s profits from upstream oil and gas assets.
? Assess your competitor’s major oil and gas assets and their performance.
? Analyze the latest news and financial deals in the oil and gas sector of each country.
? Develop strategies based on the latest operational, financial, and regulatory events.
? Do deals with an understanding of how competitors are financed, and the mergers and partnerships that have shaped the market.
? Identify and analyze the strengths and weaknesses of the leading companies in each the country.

目录及图表

1 Table of Contents
1 Table of Contents 2
1.1 List of Tables 8
1.2 List of Figures 10
2 Introduction 11
2.1.1 What Is This Report About? 11
2.1.2 How To Use This Report 12
2.1.3 Market Definition 12
3 Myanmar Energy Sector 14
3.1 Myanmar Energy Sector, Market Overview 14
3.2 Myanmar Energy Sector, Crude Oil 15
3.2.1 Myanmar Crude Oil, Overview 15
3.2.2 Myanmar Crude Oil, Supply and Demand Balance 15
3.2.3 Myanmar Crude Oil, Regulatory Structure 20
3.2.4 Myanmar Crude Oil, Infrastructure 20
3.3 Myanmar Energy Sector, Natural Gas 21
3.3.1 Myanmar Natural Gas, Overview 21
3.3.2 Myanmar Natural Gas, Supply and Demand Balance 21
3.3.3 Myanmar Natural Gas, Regulatory Structure 27
3.3.4 Myanmar Natural Gas, Infrastructure 27
3.4 Myanmar Energy Sector, Coal 28
3.4.1 Myanmar Coal, Overview 28
3.4.2 Myanmar Coal, Supply and Demand Balance 28
3.4.3 Myanmar Coal, Regulatory Structure 30
3.4.4 Myanmar Coal, Infrastructure 31
3.5 Myanmar Energy Sector, Electricity 31
3.5.1 Myanmar Electricity, Overview 31
3.5.2 Myanmar Electricity, Supply and Demand Balance 32
3.5.3 Myanmar Electricity, Regulatory Structure 36
3.5.4 Myanmar Electricity, Infrastructure 37
4 Myanmar Fiscal Regime 38
4.1 Myanmar Petroleum Fiscal Environment 38
4.2 License Terms 38
4.3 Key Fiscal Terms 39
4.4 Sample Cashflows Calculations 44
5 Myanmar Upstream Investment Environment Benchmarking 45
5.1 Introduction 45
5.2 The Overall Ranking 45
5.3 Upstream Fiscal Attractiveness 46
5.3.1 Maximum Government Take Index 47
5.3.2 Maximum State Participation 47
5.4 Oil and Gas Sector Performance 48
5.4.1 Exploration Activity 50
5.4.2 Oil and Gas Production 51
5.4.3 Oil and Gas Reserves 51
5.4.4 Consumption 52
5.4.5 Refining Industry 52
5.5 Economic Performance 52
5.5.1 GDP Growth Index 54
5.5.2 FDI Confidence Index 54
5.5.3 Balance of Trade Index 54
5.6 Socio-Political Performance 54
5.6.1 Democracy Index 56
5.6.2 Governance Index 56
6 Myanmar Exploration And Production Sector 57
6.1 Myanmar Exploration And Production Sector, Country Snapshot 57
6.1.1 Myanmar Exploration And Production Sector, Key Data 57
6.1.2 Myanmar, Exploration and Production Assets Map 58
6.1.3 Myanmar, Crude Oil & Natural Gas Reserves 59
6.2 Myanmar, Crude Oil And Natural Gas Production 61
6.2.1 Myanmar, Historical Crude Oil Production 61
6.2.2 Myanmar, Historical Natural Gas Production 62
6.2.3 Myanmar, Crude Oil and Natural Gas Producing Asset Details 63
6.2.4 Myanmar, Crude Oil Producing Assets by Area 63
6.2.5 Myanmar, Natural Gas Producing Assets by Area 64
6.2.6 Myanmar, Planned Production Assets Details 64
6.2.7 Myanmar, Crude Oil Production by Company 64
6.2.8 Myanmar, Natural Gas Production by Company 65
6.3 Myanmar, Crude Oil And Natural Gas Forecasts 65
6.3.1 Myanmar, Forecasted Crude Oil Production of Key Assets 65
6.3.2 Myanmar, Forecasted Natural Gas Production of Key Assets 65
6.4 Myanmar, Exploration Block Details 66
6.4.1 Myanmar, Total Number of Active Exploration Blocks 66
6.4.2 Myanmar, Total Number of Active Exploration Blocks by Company 67
6.4.3 Myanmar, Exploration Blocks Details 68
7 Myanmar Refining Sector 70
7.1 Myanmar Refining Sector, Overview 70
7.2 Myanmar Refining Sector, Crude Distillation Unit Capacity 70
7.3 Myanmar Refining Sector, Coking Unit Capacity 70
8 Myanmar Pipeline Sector 71
8.1 Myanmar Pipeline Sector, Overview 71
8.2 Myanmar Pipeline Sector, Crude Oil Pipelines 71
8.3 Myanmar Pipeline Sector, Natural Gas Pipelines 72
9 Petroliam Nasional Berhad (PETRONAS) 73
9.1 Petroliam Nasional Berhad (PETRONAS), Key Information 73
9.2 Petroliam Nasional Berhad (PETRONAS), Company Overview 73
9.3 Petroliam Nasional Berhad (PETRONAS), Business Description 73
9.3.1 Petroliam Nasional Berhad (PETRONAS), Business Description, Business Overview 73
9.3.2 Petroliam Nasional Berhad (PETRONAS), Business Description, Exploration and Production Segment 74
9.3.3 Petroliam Nasional Berhad (PETRONAS), Business Description, Gas Business Segment 75
9.3.4 Petroliam Nasional Berhad (PETRONAS), Business Description, Logistics and Maritime Segment   76
9.3.5 Oil Business Segment 77
9.3.6 Petroliam Nasional Berhad (PETRONAS), Business Description, Petrochemicals Segment 78
9.3.7 Petroliam Nasional Berhad (PETRONAS), Business Description, Major Products and Services 78
9.4 Petroliam Nasional Berhad (PETRONAS), Value Chain Analysis 80
9.4.1 Petroliam Nasional Berhad (PETRONAS), Value Chain Analysis, Upstream 80
9.4.2 Petroliam Nasional Berhad (PETRONAS), Value Chain Analysis, Midstream 81
9.4.3 Petroliam Nasional Berhad (PETRONAS), Value Chain Analysis, Downstream 82
9.4.4 Petroliam Nasional Berhad (PETRONAS), Value Chain Analysis, Retail 83
9.5 Petroliam Nasional Berhad (PETRONAS), SWOT Analysis 84
9.5.1 Petroliam Nasional Berhad (PETRONAS), SWOT Analysis, Overview 84
9.5.2 Petroliam Nasional Berhad (PETRONAS), SWOT Analysis, Strengths 84
9.5.3 Petroliam Nasional Berhad (PETRONAS), SWOT Analysis, Weaknesses 85
9.5.4 Petroliam Nasional Berhad (PETRONAS), SWOT Analysis, Opportunities 86
9.5.5 Petroliam Nasional Berhad (PETRONAS), SWOT Analysis, Threats 87
9.6 Petroliam Nasional Berhad (PETRONAS), Revenue Analysis 89
9.6.1 Petroliam Nasional Berhad (PETRONAS), Revenue Analysis, Revenue by Segment 89
9.6.2 Petroliam Nasional Berhad (PETRONAS), Revenue Analysis, Revenue by Geography 90
9.7 Petroliam Nasional Berhad (PETRONAS), Financial and Operational Review 91
9.7.1 Petroliam Nasional Berhad (PETRONAS), Financial and Operational Review, Financial Statements 91
9.8 Petroliam Nasional Berhad (PETRONAS), Operational Indicators 92
10 PTT Public Company Limited 93
10.1 PTT Public Company Limited, Key Information 93
10.2 PTT Public Company Limited, Company Overview 93
10.3 PTT Public Company Limited, Business Description 93
10.3.1 PTT Public Company Limited, Business Description, Business Overview 93
10.3.2 PTT Public Company Limited, Business Description, Natural Gas 94
10.3.3 PTT Public Company Limited, Business Description, Oil 95
10.3.4 PTT Public Company Limited, Business Description, Petrochemical and Refining business 96
10.3.5 PTT Public Company Limited, Business Description, Major Products and Services 97
11 TOTAL S.A. 98
11.1 TOTAL S.A, Key Information 98
11.2 TOTAL S.A, Company Overview 98
11.3 TOTAL S.A, Business Description 98
11.3.1 TOTAL S.A, Business Description, Business Overview 98
11.3.2 TOTAL S.A, Business Description, Chemicals 99
11.3.3 TOTAL S.A, Business Description, Downstream 99
11.3.4 TOTAL S.A, Business Description, Upstream 100
11.3.5 TOTAL S.A, Business Description, Major Products and Services 102
11.4 TOTAL S.A, Value Chain Analysis 103
11.4.1 TOTAL S.A, Value Chain Analysis, Upstream 103
11.4.2 TOTAL S.A, Value Chain Analysis, Midstream 104
11.4.3 TOTAL S.A, Value Chain Analysis, Downstream 104
11.4.4 TOTAL S.A, Value Chain Analysis, Retail 105
11.5 TOTAL S.A, SWOT Analysis 106
11.5.1 TOTAL S.A, SWOT Analysis, Overview 106
11.5.2 TOTAL S.A, SWOT Analysis, Strengths 106
11.5.3 TOTAL S.A, SWOT Analysis, Weaknesses 107
11.5.4 TOTAL S.A, SWOT Analysis, Opportunities 107
11.5.5 TOTAL S.A, SWOT Analysis, Threats 108
11.6 TOTAL S.A, Revenue Analysis 109
11.6.1 TOTAL S.A, Revenue Analysis, Revenue by Segment 109
11.6.2 TOTAL S.A, Revenue Analysis, Revenue by Geography 110
11.7 TOTAL S.A, Financial and Operational Review 111
11.7.1 TOTAL S.A, Financial and Operational Review, Financial Statements 111
11.7.2 TOTAL S.A, Financial and Operational Review, Financial Ratios 112
11.8 TOTAL S.A, Operational Indicators 113
12 Financial Deals Landscape 114
12.1 Asset Transactions 114
12.1.1 PTTEP To Acquire 20% Interest In A4 And C1 Blocks From CNOOC 114
12.1.2 CNOOC To Acquire 20% Interest In M3 And M4 Blocks From PTTE 115
13 Recent Developments 117
13.1 License Awards 117
13.1.1 Jun 20, 2008: PTTEP To Sign HOA With Myanmar To Develop M9 Gas Field 117
13.2 Strategy and Business Expansion 117
13.2.1 May 28, 2008: Daewoo To Cooperate With CNODC In Developing Myanmar Gas Field 117
13.2.2 Mar 31, 2008: Petronas, CNPC In Talks To Explore Myanmar Blocks 117
13.2.3 Mar 18, 2008: Daewoo Makes A Move On Myanmar Gas 118
13.3 Drilling and Production Updates 119
13.3.1 Jul 09, 2008: Essar To Drill Gas Well At Inland Block In Myanmar 119
13.4 Other Significant Developments 119
13.4.1 Jun 18, 2008: India, Burma Raise Objections On Bangladesh Licenses 119
13.4.2 Apr 03, 2008: Petronas Finds Two Ruptures In Myanmar Gas Pipeline 121
13.4.3 Mar 10, 2008: China, Myanmar Still Discussing Construction Of Proposed Pipeline 121
14 Appendix 122
14.1 Methodology 122
14.1.1 Coverage 122
14.1.2 Secondary Research 123
14.1.3 Primary Research 123
14.1.4 Forecasts 124
14.1.5 Expert Panel Validation 127
14.2 Definitions 127
14.3 Unit Of Measure 128
14.4 Contact Us 128
14.5 About Global Markets Direct 128
14.6 Disclaimer 128

1.1 List of Tables
Table 1:    Myanmar, Historical and Forecasted Production and Consumption of Crude Oil, 1996-2020 15
Table 2:    Myanmar, Historical and Forecasted Imports of Crude Oil 1996-2020 17
Table 3:    Myanmar, Historical and Forecasted Reserves of Crude Oil, 1996-2020 19
Table 4:    Myanmar, Historical and Forecasted Production and Consumption of Natural Gas, 1996-2020 22
Table 5:    Myanmar, Historical and Forecasted Exports of Natural Gas, 1996-2020 24
Table 6:    Myanmar, Historical and Forecasted Reserves of Natural Gas, 1996-2020 26
Table 7:    Myanmar, Historical and Forecasted Coal Production And Consumption of Coal, 1996-2020 29
Table 8:    Myanmar, Historical and Forecasted Electricity Generation Capacity, 1996-2020 33
Table 9:    Myanmar, Historical and Forecasted Generation and Consumption of Electricity, 1996-2020 35
Table 10: Myanmar, Crude Oil and Natural Gas, Production bonus, Onshore Under PSC, 2007 39
Table 11:    Myanmar, Crude Oil and Natural Gas, Production bonus, Offshore Under PSC, 2007 40
Table 12: Myanmar, Crude Oil and Natural Gas, Production bonus, Under IPR contracts, 2007 40
Table 13: Myanmar, Crude Oil and Natural Gas, Training fee, Under PSC, 2007 40
Table 14: Myanmar, Crude Oil and Natural Gas, Training fee, Under IPR contracts, 2007 41
Table 15: Myanmar, Crude Oil, Onshore Profit Oil, Under PSC, 2007 41
Table 16: Myanmar, Crude Oil, Offshore Profit Oil, Under PSC, 2007 41
Table 17: Myanmar, Natural Gas, Onshore Profit Gas, Under PSC, 2007 42
Table 18: Myanmar, Natural Gas, offshore Profit Gas, Under PSC, 2007 42
Table 19: Myanmar, Crude Oil, Profit Oil, Under IPR contracts, 2007 42
Table 20: South Asia, Investment Benchmarking, Overall Country Rankings, April 2008 45
Table 21: South Asia, Investment Benchmarking, Upstream Fiscal Attractiveness, April 2008 46
Table 22: South Asia, Investment Benchmarking, Oil and Gas Sector Performance, April 2008 48
Table 23: South Asia, Investment Benchmarking, Economic Performance, April 2008 53
Table 24: South Asia, Investment Benchmarking, Socio-Political Performance, April 2008 55
Table 25: Myanmar, Oil and Gas, Key Statistics, April 2008 57
Table 26: Myanmar, Total Crude Oil and Natural Gas Reserves, 2000-2012 60
Table 27: Myanmar, Total Crude Oil Production (MMBBLs), 2000-2007 61
Table 28: Myanmar, Total Natural Gas Production (BCF), by Assets, 2000-2007 62
Table 29: Myanmar, Oil and Gas Asset Details, April 2008 63
Table 30: Myanmar Offshore, Total Crude Oil Production (Barrels), by Assets, 2000-2007 63
Table 31: Myanmar Offshore, Total Natural Gas Production (BCF), by Assets, 2000-2007 64
Table 32: Myanmar, Oil and Gas Planned Production Asset Details, April 2008 64
Table 33: Myanmar, Total Crude Oil Production (MMBBLs), by Company, 2000-2007 64
Table 34: Myanmar, Total Natural Gas Production (BCF), by Company, 2000-2007 65
Table 35: Myanmar, Total Crude Oil Production (MMBBLs), Forecast, 2008- 2013 65
Table 36: Myanmar, Total Natural Gas Production (BCF), Forecast, 2008- 2013 65
Table 37: Myanmar, Total Number of Active Exploration Blocks, 2000-2007 66
Table 38: Myanmar, Total Number of Active Exploration Blocks By Company, 2000-2007 67
Table 39: Myanmar, Oil and Gas Exploration Blocks Details, April 2008 68
Table 40: Myanmar, Oil and Gas Exploration Blocks Details, April 2008 (Cont’d) 69
Table 41: Myanmar, Asia-Pacific, Crude Distillation Unit Capacity (MMTPA), 2000-2012 70
Table 42: Myanmar, Asia-Pacific, Coking Unit Capacity (MMTPA), 2000-2012 70
Table 43: Myanmar, Crude Oil Pipelines , 2007 71
Table 44: Myanmar, Natural Gas Pipelines in Myanmar, 2007 72
Table 45:      Petroliam Nasional Berhad (PETRONAS),Key Facts, 2007 73
Table 46:      Petroliam Nasional Berhad (PETRONAS), SWOT Analysis , 2007 84
Table 47:      Petroliam Nasional Berhad (PETRONAS), Revenue by Segment, USD Million, 2002-2006 89
Table 48:      Petroliam Nasional Berhad (PETRONAS), Revenue by Geography, USD Million, 2002-2006 90
Table 49:      Petroliam Nasional Berhad (PETRONAS), Financial Statements, USD Million, 2003-2007 91
Table 50:      Petroliam Nasional Berhad (PETRONAS) Operational Indicators, 2003-2007 92
Table 51:      PTT Public Company Limited, Key Facts, 2005 93
Table 52:      TOTAL S.A., Key Facts, 2006 98
Table 53:      TOTAL S.A., SWOT Analysis , 2006 106
Table 54:      TOTAL S.A., Revenue by Segment, Euro Million, 2002-2006 110
Table 55:      TOTAL S.A., Revenue by Geography, Euro Million, 2002-2006 110
Table 56:      TOTAL S.A., Financial Statements, Euro Million, 2002-2006 111
Table 57:      TOTAL S.A., Financial Ratios, Euro Million, 2002-2006 112
Table 58:      TOTAL S.A. Operational Indicators, 2002-2006 113
Table 59: Brent Blend NYMEX Future Prices 126

1.2 List of Figures
Figure 1: Myanmar, Energy Sector break-up, 2007 14
Figure 2: Myanmar, Crude Oil Production And Consumption, Thousand Barrels Per Day, 1996-2020 16
Figure 3: Myanmar, Crude Oil Imports, Thousand Barrels Per Day, 1996-2020 18
Figure 4: Myanmar, Crude Oil Reserves, Million Barrels, 1996-2020 20
Figure 5: Myanmar, Natural Gas Production And Consumption, Billion Cubic Feet, 1996-2020 23
Figure 6: Myanmar, Natural Gas Exports, Billion Cubic Feet, 1996-2020 25
Figure 7: Myanmar, Natural Gas Reserves, Billion Cubic Feet, 1996-2020 27
Figure 8: Myanmar, Coal Production And Consumption, Million Tons, 1996-2020 30
Figure 9: Myanmar, Upstream Oil & Gas Fiscal Regime (PSA), Sample Cashflows, 2005-2016 44
Figure 10: South Asia, Country Standings, Upstream Fiscal Attractiveness, April 2008 47
Figure 11: South Asia, Country Standings, Oil and Gas Sector Performance, April 2008 49
Figure 12: South Asia, Country Standings, Oil and Gas Sector Performance, April 2008 (Contd.) 50
Figure 13: South Asia, Country Standings, Exploration Blocks Awarded, April 2008 51
Figure 14: South Asia, Country Standings, Economic Performance, April 2008 53
Figure 15: South Asia, Country Standings, Socio-Political Performance, April 2008 55
Figure 16:     Myanmar, Exploration and Production Assets Map, April 2008 58
Figure 17: Myanmar, Total Crude Oil Production (MMBBLs), 2000-2007 61
Figure 18: Myanmar, Total Natural Gas Production (BCF), 2000-2007 62
Figure 19:    Myanmar, Exploration and Production Assets Map, April 2008 66
Figure 20:      Petroliam Nasional Berhad (PETRONAS), Value Chain Analysis 80
Figure 21:      TOTAL S.A., Value Chain Analysis 103
Figure 22: Global Markets Direct Methodology 122