【原文詳細目次】

The 20 Leading Companies in Shale Gas 2013 - Competitive Landscape Analysis

Table of Contents

1. Executive Summary

1.1 The Shale Gas Market Overview
1.2 Highlights of this Report
1.3 The Scope of this Report
1.4 Methodology & Market Definition
1.5 The Leading Twenty Shale Gas Companies 2013

2. Introduction to the Shale Gas Market

2.1 How Extensive are Shale Gas Resources?
2.2 The Dominant North American Shale Gas Market: Comparing Resources
2.3 What are the Economics of Shale Gas Drilling and Completion in North America?
2.4 What are the Dominant Trends in the Shale Gas Market?
2.4.1 What is the Impact of Natural Gas Price Trends on Shale Gas Market Capital Expenditure and How Positive is the Situation for Companies Moving Forward?
2.4.2 What Impact Will LNG Exports Have on Investment in the North American Shale Gas Market?
2.4.3 Increasing Influence of Large Multi-National Companies
2.4.4 Why are Joint Ventures a Popular Method for Extracting Shale Gas in North America?
2.4.5 To What Extent is Operational Efficiency Affecting Capital Expenditure on Shale Gas Drilling and Completions?
2.4.6 How Significant is the Shift from 'Dry Gas' to Liquids-Rich Plays?
2.4.7 How Successfully are Companies Hedging Against Losses?
2.5 What are the Other Drivers and Restraints on Company Shale Gas Drilling and Completion Spending within North America?
2.6 What Is the Dominant Factor Affecting Capital Expenditure on Shale Gas Drilling in the Rest of the World?
2.7 How Does Shale Gas Capital Expenditure in the US-Canadian Market Compare with the Rest of the World?

3. Competitor Positioning in the Global Shale Gas Market

3.1 The Leading Twenty Companies' Market Share in the Global Shale Gas Market 2013
3.2 Shale Gas Operations as a Percentage of Total Capital Expenditure
3.3 Regional Shale Gas Investment Emphasis

4. The Leading Twenty Companies in the Shale Gas Market

4.1 Anadarko Petroleum Corporation
4.1.1 Anadarko Petroleum Corporation Overview & Shale Gas Operations
4.1.2 Anadarko Petroleum Corporation SWOT Analysis
4.1.3 Anadarko Petroleum Corporation Future Outlook
4.2 Antero Resources
4.2.1 Antero Resources Overview & Shale Gas Operations
4.2.2 Antero Resources SWOT Analysis
4.2.3 Antero Resources Future Outlook
4.3 BHP Billiton
4.3.1 BHP Billiton Overview & Shale Gas Operations
4.3.2 BHP Billiton SWOT Analysis
4.3.3 BHP Billiton Future Outlook
4.4 Cabot Oil and Gas
4.4.1 Cabot Oil and Gas Overview & Shale Gas Operations
4.4.2 Cabot Oil and Gas SWOT Analysis
4.4.3 Cabot Oil and Gas Future Outlook
4.5 Chesapeake Energy Corporation
4.5.1 Chesapeake Energy Corporation Overview & Shale Gas Operations
4.5.2 Chesapeake Energy Corporation SWOT Analysis
4.5.3 Chesapeake Energy Corporation Future Outlook
4.6 CONSOL Energy Inc.
4.6.1 CONSOL Energy Inc. Overview & Shale Gas Operations
4.6.2 CONSOL Energy Inc. SWOT Analysis
4.6.3 CONSOL Energy Inc. Future Outlook
4.7 Devon Energy Corporation
4.7.1 Devon Energy Corporation Overview & Shale Gas Operations
4.7.2 Devon Energy Corporation SWOT Analysis
4.7.3 Devon Energy Corporation Future Outlook
4.8 Encana Corporation
4.8.1 Encana Corporation Overview & Shale Gas Operations
4.8.2 Encana Corporation SWOT Analysis
4.8.3 Encana Corporation Future Outlook
4.9 EOG Resources, Inc.
4.9.1 EOG Resources, Inc. Overview & Shale Gas Operations
4.9.2 EOG Resources, Inc. SWOT Analysis
4.9.3 EOG Resources, Inc. Future Outlook
4.10 EQT Corporation
4.10.1 EQT Corporation Overview & Shale Gas Operations
4.10.2 EQT Corporation SWOT Analysis
4.10.3 EQT Corporation Future Outlook
4.11 ExxonMobil Corporation
4.11.1 ExxonMobil Corporation Overview & Shale Gas Operations
4.11.2 ExxonMobil Corporation SWOT Analysis
4.11.3 ExxonMobil Corporation Future Outlook
4.12 Pioneer Natural Resources
4.12.1 Pioneer Natural Resources Overview & Shale Gas Operations
4.12.2 Pioneer Natural Resources SWOT Analysis
4.12.3 Pioneer Natural Resources Future Outlook
4.13 Range Resources Corporation
4.13.1 Range Resources Corporation Overview & Shale Gas Operations
4.13.2 Range Resources Corporation SWOT Analysis
4.13.3 Range Resources Corporation Future Outlook
4.14 Reliance Industries Limited (RIL)
4.14.1 Reliance Industries Limited Overview & Shale Gas Operations
4.14.2 Reliance Industries Limited SWOT Analysis
4.14.3 Reliance Industries Limited Future Outlook
4.15 Royal Dutch Shell
4.15.1 Royal Dutch Shell Overview & Shale Gas Operations
4.15.2 Royal Dutch Shell SWOT Analysis
4.15.3 Royal Dutch Shell Future Outlook
4.16 SM Energy Company
4.16.1 SM Energy Company Overview & Shale Gas Operations
4.16.2 SM Energy Company SWOT Analysis
4.16.3 SM Energy Company Future Outlook
4.17 Southwestern Energy Company
4.17.1 Southwestern Energy Company Overview & Shale Gas Operations
4.17.2 Southwestern Energy Company SWOT Analysis
4.17.3 Southwestern Energy Company Future Outlook
4.18 Statoil
4.18.1 Statoil Overview & Shale Gas Operations
4.18.2 Statoil SWOT Analysis
4.18.3 Statoil Future Outlook
4.19 Talisman Energy Inc.
4.19.1 Talisman Energy Overview & Shale Gas Operations
4.19.2 Talisman Energy SWOT Analysis
4.19.3 Talisman Energy Future Outlook
4.20 Total S.A.
4.20.1 Total S.A. Overview & Shale Gas Operations
4.20.2 Total S.A. SWOT Analysis
4.20.3 Total S.A. Future Outlook

5. PEST Analysis of the Shale Gas Market

5.1 Political Factors
5.1.1 Energy Security
5.1.2 Government Regulation and Legislation
5.1.3 Job Creation and Tax Income
5.2 Economic Factors
5.2.1 Regional Gas Pricing
5.2.2 Export Markets
5.2.3 Growing Global Gas Demand
5.3 Social Factors
5.3.1 Environmental Concerns
5.4 Technological Factors
5.4.1 Pad Drilling
5.4.2 EUR Debate
5.4.3 Lack of Expertise and Infrastructure Outside North America

6. Expert Opinion

6.1 The Ohio Oil & Gas Association (OOGA)
6.1.1 Ohio Oil & Gas Association's Role in the Shale Gas Market
6.1.2 Ohio Oil & Gas Association's Current Strategy
6.1.3 The Impact of Low Gas Prices
6.1.4 Liquids-Rich and Dry Gas Wells in the Utica
6.1.5 Midstream Limitations on Ohio's Shale Gas Production
6.1.6 Engagement with the Shale Gas Industry
6.1.7 Ways of Lowering Costs
6.1.8 Pricing Triggers in the Shale Gas Market
6.1.9 The Benefits of LNG Export Development

7. Conclusions

7.1 The Shale Gas Market Overview
7.2 The Best Positioned Companies in the Shale Gas Market
7.2.1 The Challenge of Leasing Requirements
7.2.2 The Benefits of Joint Ventures
7.2.3 Marcellus and Eagle Ford Acreage Vital
7.2.4 Coping with Current Natural Gas Pricing
7.2.5 International Operations
7.3 Concluding Observations

8. Glossary

List of Tables

Table 1.1 Comparison of Oil Grading By Leading International Agencies (oAPI, Viscosity cP)
Table 1.2 The Leading Twenty Companies in the Shale Gas Market 2013 (Rank, CAPEX $m, Market Share %)
Table 2.1 A Comparison of Major North American Shale Plays by Area (sq. miles), Depth (ft) and Thickness (ft)
Table 2.2 US & Canadian Shale Gas Market Drivers and Restraints
Table 2.3 Proposed Canadian LNG Export Terminals (Location, Operator/Owner, Capacity, Construction Cost, Status)
Table 3.1 The Leading Twenty Shale Gas Companies in the Shale Gas Market 2013 (Rank, Capex $m, Market Share %)
Table 4.1 Anadarko Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.2 Anadarko North American Shale Gas Acreage 2013 (Net Acres)
Table 4.3 Anadarko CAPEX and Wells Drilled by Shale Gas Play (Play, Number of Wells, CAPEX)
Table 4.4 SWOT Analysis of Anadarko
Table 4.5 Antero Resources (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.6 Antero Resources North American Shale Gas Acreage 2013 (Net Acres)
Table 4.7 SWOT Analysis of Antero Resources
Table 4.8 BHP Billiton Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.9 BHP Billiton North American Shale Gas Acreage 2013 (Net Acres)
Table 4.10 SWOT Analysis of BHP Billiton
Table 4.11 Cabot Oil and Gas Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.12 Cabot Oil and Gas North American Shale Gas Acreage 2013 (Net Acres)
Table 4.13 SWOT Analysis of Cabot Oil and Gas Energy
Table 4.14 Chesapeake Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.15 Chesapeake Shale Gas Drilling 2013 (Number of Rigs, Est. CAPEX in Each Play 2013)
Table 4.16 Chesapeake Shale Gas Joint Ventures (Play, Partner, Date, Interest Sold %, Cash Received $m, Total Drilling Carries $m, Total Cash and Drilling Carry Proceeds $m, Drilling Carries Remaining %)
Table 4.17 SWOT Analysis of Chesapeake
Table 4.18 CONSOL Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.19 CONSOL North American Shale Gas Acreage 2013 (Net Acres)
Table 4.20 SWOT Analysis of CONSOL
Table 4.21 Devon Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.22 Devon Shale Gas Acreage with Active Drilling Programmes 2013 (Acres)
Table 4.23 Devon Shale Gas Acreage without Active Drilling Programmes (Acres)
Table 4.24 SWOT Analysis of Devon
Table 4.25 Devon Energy Shale Gas CAPEX ($m) by Play
Table 4.26 Encana Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.27 Encana North American Shale Gas Acreage 2013 (Net Acres)
Table 4.28 Encana Shale Gas CAPEX in US Plays (Play, Type of Gas, CAPEX ($m) for each play)
Table 4.29 Encana Shale Gas CAPEX in Canada Plays (Play, Type of Gas, 2013 CAPEX ($m) for each play)
Table 4.30 SWOT Analysis of Encana
Table 4.31 EOG Resources Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.32 EOG Resources Active Shale Gas Acreage 2013 (Acres)
Table 4.33 SWOT Analysis of EOG Resources
Table 4.34 EQT Corporation Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.35 EQT Corporation North American Active Shale Gas Acreage 2013 (Acres)
Table 4.36 EQT Corporation Drilling Cost & Wells Drilled by Play (Shale Play, Cost per well, Number of Wells in 2013)
Table 4.37 SWOT Analysis of EQT Corporation
Table 4.38 ExxonMobil Overview (Capex $m, % Budget on Shale Gas, Market Share 2013 %, Market Rank 2013, Market Share Forecast 2013 %)
Table 4.39 ExxonMobil North American Shale Gas Acreage 2013 (Net Acres)
Table 4.40 SWOT Analysis of ExxonMobil
Table 4.41 Pioneer Natural Resources Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.42 Pioneer Natural Resources North American Active Shale Gas Acreage 2013 (Acres)
Table 4.43 Pioneer Natural Resources North American Shale Gas CAPEX by Play, 2013 (Play, Est. 2013 CAPEX)
Table 4.44 SWOT Analysis of Pioneer Natural Resources
Table 4.45 Range Resources Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.46 SWOT Analysis of Range Resources
Table 4.47 Reliance Industries Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.48 Reliance Industries North American Shale Gas Acreage 2013 (Net Acres)
Table 4.49 SWOT Analysis of Reliance Industries
Table 4.50 Royal Dutch Shell Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.51 Shell North American Active Shale Gas Acreage (Acres)
Table 4.52 SWOT Analysis of Royal Dutch Shell
Table 4.53 SM Energy Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.54 SM Energy North American Shale Gas Acreage 2013 (Net Acres)
Table 4.55 SWOT Analysis of SM Energy
Table 4.56 Southwestern Energy Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.57 Southwestern Energy North American Shale Gas Acreage 2013 (Net Acres)
Table 4.58 SWOT Analysis of Southwestern Energy
Table 4.59 Statoil Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.60 Statoil North American Shale Gas Acreage 2013 (Net Acres)
Table 4.61 Statoil Rig Activity and CAPEX in Each Shale Play (Play, Number of Rigs, Est. CAPEX 2013)
Table 4.62 SWOT Analysis of Statoil
Table 4.63 Talisman Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Market Share 2013 %, Market Rank 2013)
Table 4.64 Talisman North American Shale Gas Acreage 2013 (Net Acres)
Table 4.65 Talisman North American Shale Gas CAPEX by Play, 2013 (Play, Est. 2013 CAPEX)
Table 4.66 SWOT Analysis of Talisman
Table 4.67 Total S.A. Overview (Total CAPEX $m, Shale Gas CAPEX, % CAPEX on Shale Gas, Marke13 %, Market Rank 2013)
Table 4.68 Total S.A. North American Shale Gas Acreage 2013 (Net Acres)
Table 4.69 SWOT Analysis of Total S.A.
Table 5.1 PEST Analysis of the Shale Gas Market 2013-2023

List of Figures

Figure 2.1 Monthly US Shale Play Dry Gas Output (Bcf/d), 2007-2013
Figure 2.2 Regional Shale Gas Resource Estimates (tcf)
Figure 2.3 North American Shale Plays
Figure 2.4 Breakeven Prices for Top North American Shale Plays & Henry Hub Price ($/MMBtu)
Figure 2.5 Volume of US Natural Gas Imports and Exports by Pipeline & LNG 2001-2012 (mmcf)
Figure 2.6 US Rig Count, January 2007 - January 2013 (Number of Oil Rigs, Number of Gas Rigs, %Gas)
Figure 2.7 North Dakota Natural Gas Production, 2000-2011 (mmcf/d)
Figure 2.8 US Spot Gas Price History with Short Term Forecast and NYMEX Futures 2012-2014 ($/MMBtu)
Figure 2.9 US LNG Export Terminals
Figure 2.10 Major US Shale Formation Production 2010-2013 (Bcf/d)
Figure 2.11 US Shale Gas Production by Shale Formation 2010-2013 (% Share)
Figure 2.12 Initial Production of Major US and Canadian Shale Plays (Mcf/d)
Figure 2.13 US Natural Gas Consumption and Projection, 1995-2040 (quadrillion Btu)
Figure 2.14 US and European Natural Gas Price with Japanese LNG Price 2008-2012 ($/MMBtu)
Figure 2.15 US-Canada, and Rest of the World Market Share 2013, 2018, 2023 (% Share)
Figure 3.1 The Leading Twenty Shale Gas Companies in the Shale Gas Market 2013 (% Share)
Figure 3.2 Percent of Leading Company CAPEX Devoted to Shale Gas Market, 2013 (%)
Figure 3.3 Leading National Shale Gas Markets Share Forecast 2013 (%)
Figure 4.1 Anadarko Shale Gas Market Share 2013 (%)
Figure 4.2 Antero Resources Shale Gas Market Share 2013 (%)
Figure 4.3 BHP Billiton Shale Gas Market Share 2013 (%)
Figure 4.4 Cabot Oil and Gas Shale Gas Market Share 2013 (%)
Figure 4.5 Chesapeake Shale Gas Market Share 2013 (%)
Figure 4.6 CONSOL Shale Gas Market Share 2013 (%)
Figure 4.7 Devon Energy Shale Gas Market Share Forecast 2013 (%)
Figure 4.8 Encana Shale Gas Market Share Forecast 2013 (%)
Figure 4.9 EOG Resources Shale Gas Market Share 2013 (%)
Figure 4.10 EQT Corporation Shale Gas Market Share 2013 (%)
Figure 4.11 ExxonMobil Shale Gas Market Share 2013 (%)
Figure 4.12 ExxonMobil's Unconventional Assets in North America
Figure 4.13 Pioneer Natural Resources Energy Shale Gas Market Share 2013 (%)
Figure 4.14 Range Resources Shale Gas Market Share 2013 (%)
Figure 4.15 Reliance Industries Shale Gas Market Share Forecast 2013 (%)
Figure 4.16 Royal Dutch Shell Shale Gas Market Share 2013 (%)
Figure 4.17 SM Energy Shale Gas Market Share 2013 (%)
Figure 4.18 Southwestern Energy Shale Gas Market Share 2013 (%)
Figure 4.19 Statoil Shale Gas Market Share 2013 (%)
Figure 4.20 Talisman Shale Gas Market Share 2013 (%)
Figure 4.21 Total S.A. Shale Gas Market Share 2013 (%)

Companies Listed

Apache
Anadarko Petroleum Corporation
Antero Resources
Atlas Energy
Baker Hughes
BC LNG Export Cooperative LLC
BG Group
BHP Billiton
BP
Cabot Oil & Gas Corporation
Carrizo Oil and Gas
Central Petroleum
CE (Cambridge Energy)
Cheniere
Chesapeake Energy Corporation
Chesapeake Midstream Partners
Chevron Corporation
Chevron Canada
CNOOC
CNPC
CONSOL Energy Inc.
Cove Energy
Devon Energy Corporation
Dominion Resources
East Resources
Encana Corporation
EOG Resources, Inc.
EQT Corporation
Exco Resources
Excelerate Energy
ExxonMobil Corporation
Freeport LNG Development
Gasfin Development
Grenadier Energy Partners LLC
Gulf LNG Liquefaction
Haisla
Hess Corporation
Japex
Jordan Cover Energy Project
Korea Gas Corporation (kogas)
KNOC - Korea National Oil Corporation
Lewis Energy
LNG Partners LLC
Magnolia LNG
Marathon Oil Corporation
Mitchell Energy
Mitsubishi Corporation
Mitsui
Naftogaz
Noble Energy
Oregon LNG
Pangea LNG
PetroChina
PetroEdge Resources
Petrohawk
Petronas
Pieridae Energy Canada Ltd
Pioneer Natural Resources
PKN Orlen
Plains Exploration & Production Company (PXP)
Progress Energy Canada Ltd
Protege Energy
PTTEP
Range Resources Corporation
Reliance Industries Limited (RIL)
Repsol
Rio Tinto
Royal Dutch Shell (Shell)
San Leon Energy
Santos
Sasol
Sempra
Shaanxi Yanchang Petroleum Group
Shell Canada
Sinopec
SM Energy
Southern LNG Company
Southern Union
Southwestern Energy Company
Spectra Energy
Statoil (STO)
Talisman Energy Inc.
Total S.A.
Ultra Petroleum
Vale
Waller LNG Services
Warburg Pincus LLC
Wintershall
Woodside Petroleum
XTO Energy
YPF

Government Agencies and Other Organisations Mentioned in this Report

American Petroleum Institute (API)
Australian Securities Exchange
Bombay Stock Exchange
Canadian Centre for Energy Information
China Ministry of Land and Resources
Commonwealth of Independent States (CIS)
Department of Energy and Climate Change (DECC) (UK)
Energy Information Administration (EIA)
Federal Energy Regulation Commission (US)
Institute of Directors (UK)
Johannesburg Stock Exchange
London Stock Exchange
National Stock Exchange of India
New York Stock Exchange
Oslo Stock Exchange
Paris Stock Exchange
Toronto Stock Exchange
United States Geological Survey (USGS)
US Department of Energy (DOE)
US Department of the Interior

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