01.01.2016

30 minutes of reading

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IFPEN analyses in this study the 2015 evolution of global investment in the field of exploration-production and refining.

SUMMARY

Changes in oil and gas prices

  • Emerging countries and the geopolitical situation, sources of concern
  • Low oil price ‐ but when will it end?
  • Fall in the price of gas on the three major markets

investment in exploration/production: the end of an upward cycle

  • A sharp decline in investments during 2015
  • Investment trends vary significantly by region
  • Independents are particularly affected
  • Sharp drop in investment costs

Drilling and the global drilling market, upstream activities and markets

  • Onshore and offshore drilling
  • Geophysical activity and the geophysical market
  • Offshore construction activity and the offshore construction market

2015, a breath of fresh air for refining

  • Continued surplus capacities and fall in utilization rates
  • Improvement of refining margins and increase in maintenance costs
  • Despite the trend of moderation, asia remains the Eldorado of investments
  • Increase in capacity and stabilization of medium‐term demand

 

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THE AUTHORS

Changes in oil and gas prices - Guy Maisonnier - guy.maisonnier@ifpen.fr
Investments in exploration/production - Geoffroy Hureau - geoffroy.hureau@ifpen.fr:
Drilling and the global drilling markets - Sylvain Serbutoviez - sylvain.serbutoviez@ifpen.fr:
Investment in refining, 2015 a breath of fresh air - Constancio Silva - constancio.silva@ifpen.fr