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

Global Markets Direct, September 2008, Pages: 128

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.

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.

1
1 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 us128
14.6 Disclaimer 128

Executive Summary

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

Petroliam Nasional Berhad (PETRONAS)
PTT Public Company Limited
TOTAL S.A.

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