Your benefits
- The Emerging Majors represent an enormous potential investment opportunity. Despite some significant strategic, financial and operating signals that are uncovered in this report, valuation of Chinese and Brazilian companies is significantly out of line with their international counterparts.
- The huge financial clout (as measured by 'debt capacity') of these companies means they can choose to expand faster through international M&A activity focused on existing large oil and gas companies.
- The accelerating scale and pace of global expansion of these companies - particularly upstream - seems set to upset the traditional balance and patterns of development in the global upstream marketplace.
- Downstream, direct participation or joint-venturing is likely to lead to significant upside as development of the western part of China starts to take off and as the current negative gap between crude production and internal consumption starts to widen.
Total Report Size: 143 pages
The Partnership between Pump Engineer and Evaluate Energy:
Pump Engineer:
Who we are: Pump Engineer is a brand of KCI Publishing. Through 4 powerfull channells, print, web, live events and research & intelligence, we daily provide reliable and up to date information on valve technology.
Evaluate Energy
Who we are: Evaluate Energy transforms your ability to do company and market research in the global oil & gas and power industries. Established as a source of a fast, accurate and consistent data, Evaluate Energy gives you unique insights into past and future company performance, saving you a lot of time in analysing this information.
Summary:
Four companies are set to change the face of the global oil and gas industry. 'The Emerging Majors' - Evaluate Energy's unique new report - gives you unequalled insight into the leading Chinese and Brazilian oil corporations by providing in-depth benchmarks of their performance - against each other and against today's established international players. This report will give you the edge in understanding and acting on the outstanding opportunities and structural changes these developments bring with them.
The "Emerging Majors" is written by former Warburgs analyst Becky Hitchin. It combines the power of in-depth global financial and operating benchmark data contained in our database with original research and a new research methodology that looks at the companies from a wide number of different perspectives. We know you're swamped with information - much of it patchy and inconsistent - and that's why we've produced this outstanding report on one of the most important developments in the industry today. Evaluate Energy has been known worldwide for the past 13 years for the quality of its analysis so we back up our offer with a 100% money-back guarantee.
What you should know about 'The Emerging Majors
- All 4 of the Emerging Majors have ambitious plans for unprecedented international expansion - mainly upstream.
- All 4 have massive cost-cutting and reorganisation programs that are bringing their cost base more into line with international companies.
- Sinopec has internationally outstanding earnings growth - now and into the future.
- CNOOC has the largest net income and the best return on capital of any pure upstream player in the world today
- PetroChina and CNOOC have virtually the lowest finding and development costs in the global oil and gas industry.
- PetroChina has the third largest oil and gas reserves of any quoted company after ExxonMobil and Shell.
- Petrobras has internationally outstanding oil production growth - now and into the future.
- The scale and pace of energy demand growth in China is exceptional, with downstream oil markets being spurred by retail JV's and low retail prices and natural gas predicted to grow at an astonishing 14% pa for the next decade.
Table of contents
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