1 Table of Contents 2
1.1 List of Tables 8
1.2 List of Figures 10
2 Mexico Energy Sector 11
2.1 Mexico Energy sector, Market Overview 11
2.2 Mexico Energy Sector, Natural Gas 12
2.2.1 Mexico Natural Gas, Overview 12
2.2.2 Mexico Natural Gas, Supply and Demand Balance 12
2.2.3 Mexico Natural Gas, Regulatory Structure 18
2.2.4 Mexico Natural Gas, Infrastructure 18
3 Mexico Exploration and Production Sector 20
3.1 Mexico Exploration and Production Sector, Country Snapshot 20
3.1.1 Mexico Exploration and Production Sector, Key Data 20
3.1.2 Mexico Exploration and Production Sector, Natural Gas Assets Map 20
3.2 Mexico Exploration and Production Sector, Marketed Natural Gas Production 21
3.2.1 Mexico Exploration and Production Sector, Marketed Natural Gas-Historical Production 21
3.2.2 Mexico Exploration and Production Sector, Marketed Natural Gas Production by Assets 22
3.2.3 Mexico Exploration and Production Sector, Marketed Equity Weighted Natural Gas Production by Company 23
3.2.4 Mexico Exploration and Production Sector, Market Share (%) based on Marketed Natural Gas Production 25
3.3 Mexico Exploration and Production Sector, Marketed Natural Gas Forecasts 26
3.3.1 Mexico Exploration and Production Sector, Marketed Natural Gas Forecasted Production 26
3.4 Mexico Exploration And Production Sector, Natural Gas Asset Details 28
3.4.1 Mexico Exploration And Production Sector, Active Natural Gas Asset Details 28
3.4.2 Mexico Exploration And Production Sector, Planned Natural Gas Asset Details 29
4 Mexico Pipelines Sector 30
4.1 Mexico Pipelines, Key Data 30
4.2 Mexico Pipeline Sector, An Overview 30
4.3 Mexico Pipeline Sector, Comparison of Key Natural Gas Pipeline Companies 30
4.4 Mexico Pipeline Sector, Natural Gas Pipelines 32
5 Mexico LNG Sector 34
5.1 Mexico LNG Sector, Key Data 34
5.2 Mexico LNG Sector, Regasification 34
5.2.1 Mexico LNG Sector, Regasification, Total Regasification Capacity 34
5.2.2 Mexico LNG Sector, Regasification Capacity –Wise (Bcf) Market Share by Company 35
5.2.3 Mexico LNG Sector, Asset- Wise Regasification Capacity 36
6 Profile of Petroleos Mexicanos(PEMEX) 38
6.1 Petroleos Mexicanos(PEMEX), Key Information 38
6.2 Petroleos Mexicanos (PEMEX), Company Overview 38
6.3 Petroleos Mexicanos(PEMEX), Business Description 38
6.3.1 Petroleos Mexicanos (PEMEX), Business Description, Business Overview 38
6.3.2 Petroleos Mexicanos (PEMEX), Business Description, Exploration and Production 38
6.3.3 Petroleos Mexicanos (PEMEX), Business Description, Gas and Basic Petrochemicals 41
6.3.4 Petroleos Mexicanos (PEMEX), Business Description, Petrochemicals 42
6.3.5 Petroleos Mexicanos (PEMEX), Business Description, Refining 43
6.3.6 Petroleos Mexicanos (PEMEX), Business Description, Major Products and Services 45
6.4 Petroleos Mexicanos (PEMEX), Value Chain Analysis 47
6.4.1 Petroleos Mexicanos (PEMEX), Value Chain Analysis, Upstream 47
6.4.2 Petroleos Mexicanos (PEMEX), Value Chain Analysis, Midstream 49
6.4.3 Petroleos Mexicanos (PEMEX), Value Chain Analysis, Downstream 49
6.4.4 Petroleos Mexicanos (PEMEX), Value Chain Analysis, Retail 50
6.5 Petroleos Mexicanos (PEMEX), SWOT Analysis 51
6.5.1 Petroleos Mexicanos (PEMEX), SWOT Analysis, Overview 51
6.5.2 Petroleos Mexicanos (PEMEX), SWOT Analysis, Strengths 52
6.5.3 Petroleos Mexicanos (PEMEX), SWOT Analysis, Weaknesses 52
6.5.4 Petroleos Mexicanos (PEMEX), SWOT Analysis, Opportunities 54
6.5.5 Petroleos Mexicanos (PEMEX), SWOT Analysis, Threats 55
6.6 Petroleos Mexicanos (PEMEX), Revenue Analysis 56
6.6.1 Petroleos Mexicanos (PEMEX), Revenue by Segment 56
6.6.2 Petroleos Mexicanos (PEMEX), Revenue by Geography 57
6.7 Petroleos Mexicanos (PEMEX), Financial and Operational Review 58
6.7.1 Financial Statements 58
6.7.2 Financial Ratios 59
7 Profile of Repsol YPF, S.A 60
7.1 Repsol YPF, S.A, Key Information 60
7.2 Repsol YPF, S.A, Company Overview 60
7.3 Repsol YPF, S.A, Business Description 60
7.3.1 Repsol YPF, S.A, Business Description, Business Overview 60
7.3.2 Repsol YPF, S.A, Business Description, Chemicals Segment 61
7.3.3 Repsol YPF, S.A, Business Description, Exploration and Production Segment 62
7.3.4 Repsol YPF, S.A, Business Description, Gas and Power Segment 64
7.3.5 Repsol YPF, S.A, Business Description, Refining and Marketing Segment 65
7.4 Repsol YPF, S.A, Value Chain Analysis 68
7.4.1 Repsol YPF, S.A, Value Chain Analysis, Upstream 68
7.4.2 Repsol YPF, S.A, Value Chain Analysis, Midstream 69
7.4.3 Repsol YPF, S.A, Value Chain Analysis, Downstream 70
7.4.4 Repsol YPF, S.A, Value Chain Analysis, Retail 70
7.5 Repsol YPF, S.A, SWOT Analysis 71
7.5.1 Repsol YPF, S.A, SWOT Analysis, Overview 71
7.5.2 Repsol YPF, S.A, SWOT Analysis, Strengths 72
7.5.3 Repsol YPF, S.A, SWOT Analysis, Weaknesses 73
7.5.4 Repsol YPF, S.A, SWOT Analysis, Opportunities 73
7.5.5 Repsol YPF, S.A, SWOT Analysis, Threats 75
7.6 Repsol YPF, S.A, Revenue Analysis 76
7.6.1 Repsol YPF, S.A, Revenue by Segment 76
7.6.2 Repsol YPF, S.A, Revenue by Geography 77
7.7 Repsol YPF, S.A, Financial and Operational Review 78
7.7.1 Financial Statements 78
7.7.2 Financial Ratios 79
8 Profile of Royal Dutch Shell Plc 80
8.1 Royal Dutch Shell Plc, Key Information 80
8.2 Royal Dutch Shell Plc, Company Overview 80
8.3 Royal Dutch Shell Plc, Business Description 80
8.3.1 Royal Dutch Shell Plc, Business Description, Overview 80
8.3.2 Royal Dutch Shell Plc, Business Description, Chemicals 81
8.3.3 Royal Dutch Shell Plc, Business Description, Corporate and Others 82
8.3.4 Royal Dutch Shell Plc, Business Description, Exploration and Production 82
8.3.5 Royal Dutch Shell Plc, Business Description, Gas and Power 84
8.3.6 Royal Dutch Shell Plc, Business Description, Oil Products 86
8.3.7 Royal Dutch Shell Plc, Business Description, Oil Sands 88
8.4 Royal Dutch Shell Plc, Value Chain Analysis 89
8.4.1 Royal Dutch Shell Plc, Value Chain Analysis, Upstream 90
8.4.2 Royal Dutch Shell Plc, Value Chain Analysis, Midstream 90
8.4.3 Royal Dutch Shell Plc, Value Chain Analysis, Retail 91
8.4.4 Royal Dutch Shell Plc, Value Chain Analysis, Power Generation 92
8.4.5 Royal Dutch Shell Plc, Value Chain Analysis, Transformation 92
8.5 Royal Dutch Shell Plc, SWOT Analysis 93
8.5.1 Royal Dutch Shell Plc, SWOT Analysis, Overview 93
8.5.2 Royal Dutch Shell Plc, SWOT Analysis, Strengths 94
8.5.3 Royal Dutch Shell Plc, SWOT Analysis, Weaknesses 95
8.5.4 Royal Dutch Shell Plc, SWOT Analysis, Opportunities 95
8.5.5 Royal Dutch Shell Plc, SWOT Analysis, Threats 97
8.6 Royal Dutch Shell Plc, Revenue Analysis 98
8.6.1 Royal Dutch Shell Plc, Revenue by Segment 98
8.6.2 Royal Dutch Shell Plc, Revenue by Geography 99
8.7 Royal Dutch Shell plc, Financial and Operational Review 100
8.7.1 Financial Statements 100
8.7.2 Financial Ratios 101
9 Financial Deals Landscape 102
9.1 Detailed Deal Summary 102
9.1.1 Acquisition 102
9.1.2 Debt Offerings 103
9.1.3 Asset Transactions 107
10 Recent Developments 110
10.1 License Awards 110
10.1.1 Apr 09, 2009: PEMEX Wins Permit To Explore Oil With Seismic Technique 110
10.1.2 Jun 16, 2008: PEMEX Seeks Permission For Seismic Study In Deep Waters Of Gulf Of Mexico 110
10.2 Strategy and Business Expansion 111
10.2.1 Feb 13, 2009: PEMEX Seeks Partners For Mexican Deepwater Drilling Program 111
10.2.2 Dec 11, 2008: PEMEX To Commence Deepwater Gulf Of Mexico Production In 2015 111
10.2.3 Jul 21, 2008: PEMEX Plans To Award Drilling Contracts To Rise Its Chicontepec Field Output 112
10.3 Recent Discoveries 113
10.3.1 Mar 03, 2009: PEMEX Finds Natural Gas And Condensates At Tsimin-1 Well In Gulf Of Mexico 113
10.4 Drilling and Production Updates 114
10.4.1 Jun 03, 2009: PEMEX Updates On Gas Production In Burgos Integral Assets, Mexico 114
10.4.2 Apr 24, 2009: PEMEX Updates On Ku-Maloob-Zaap Field Production In Mexico 115
10.4.3 Apr 21, 2009: PEMEX's Oil Output Drops 7.8% In Q1 2009 115
10.4.4 Mar 20, 2009: PEMEX Provides January 2009 Reserves Update 116
10.4.5 Mar 20, 2009: PEMEX Provides Operating Results For First Two Months Of 2009 117
10.4.6 Mar 18, 2009: PEMEX Provides 2008 Reserves Update 118
10.4.7 Mar 04, 2009: PEMEX Sees Drop In Its Natural Gas Production In 2009 119
10.5 Financial Announcements 120
10.5.1 May 04, 2009: PEMEX Reports Net Loss Of MXN26.9 Billion In Q1 2009 120
10.6 Other Significant Developments 121
10.6.1 May 28, 2009: PEMEX’s Subsidiary Invites Tenders For Hydrocarbons Transport System Through pipeline PEP, System 3 121
10.6.2 May 21, 2009: PEMEX Provides Q1 2009 Operating Results 123
10.6.3 May 20, 2009: PEMEX Conducts Operations At San Fernando Pipeline In Mexico 124
10.6.4 May 13, 2009: PEMEX Delays Chicontepec Oil Project In Mexico 125
10.6.5 May 11, 2009: PEMEX Announces Contracts For Engineering, Strives Work To Build Pipeline In Mexico 126
10.6.6 May 10, 2009: PEMEX Plans To Drill Six Deepwater Wells In 2009 127
10.6.7 May 08, 2009: PEMEX’s Subsidiary Launches Tender For 3-D Seismic Study In Mexico 128
10.6.8 Apr 14, 2009: PEMEX Selects Site For $10 Billion Refinery 128
10.6.9 Apr 09, 2009: Mexico And US Discuss Cross-Border Oil Fields 130
10.6.10 Apr 03, 2009: PEMEX Awards Bids Worth $5.4 Billion So Far In 2009 130
10.6.11 Apr 02, 2009: Mexico Cuts Oil Output Forecast 131
10.6.12 Mar 27, 2009: PEMEX Finds Outlet In Its Underground Pipeline 131
10.6.13 Mar 20, 2009: Mexico To Announce Site Of New Oil Refinery In April 2009 132
10.6.14 Mar 20, 2009: Mexico Has Proved Oil Reserves For Almost 10 Years 133
10.7 New Contracts Announcements 133
10.7.1 Apr 28, 2009: Flow-Quip Wins Valve Actuator Supply Contract From PEMEX 133
10.7.2 Oct 14, 2008: Global Industries Receives $46 Million Pipeline Project From PEMEX 134
11 Appendix 135
11.1 Methodology 135
11.1.1 Coverage 136
11.1.2 Secondary Research 137
11.1.3 Primary Research 137
11.1.4 E&P Forecasts 137
11.1.5 Midstream Forecasts 139
11.1.6 Expert Panel Validation 139
11.2 Contact Us 140
11.3 About GlobalData 140
11.4 Disclaimer 140
1.1 List of Tables
Table 1: Mexico, Historical and Forecasted Production and Consumption of Natural Gas, 1996-2020 13
Table 2: Mexico, Historical and Forecasted Import of Natural Gas, 1996-2020 15
Table 3: Mexico, Historical Reserves of Natural Gas, 1996-2008 17
Table 4: Mexico, Natural Gas Key Statistics, 2008 20
Table 5: Mexico, Total Marketed Natural Gas Production (MMcf), 2001-2008 21
Table 6: Mexico, Marketed Natural Gas Production (MMcf), by Assets, 2001-2008 22
Table 7: Mexico, Marketed Equity Weighted Natural Gas Production (MMcf), by Company, 2001-2008 23
Table 8: Mexico, Market Share (%) based on Marketed Natural Gas Production, 2001-2008 25
Table 9: Mexico, Marketed Natural Gas Production(MMcf), Forecast by Assets, 2009-2014 26
Table 10: Mexico, Active Gas Field Assets Details 28
Table 11: Mexico, Planned Gas Field Assets Details 29
Table 12: Mexico, Pipeline Key Statistics, 2008 30
Table 13: Mexico, Natural Gas Pipeline Length by Company (Km), 2008 30
Table 14: Mexico, Natural Gas Pipelines, 2008 32
Table 15: Mexico, Natural Gas Pipelines, 2008 (Contd.) 33
Table 16: Mexico, LNG Key Statistics, 2008 34
Table 17: Mexico Regasification Capacity (Bcf), 2000-2015 34
Table 18: Mexico, Regasification Capacity, Company-Wise (Bcf), 2000-2015 35
Table 19: Mexico Regasification Capacity (Bcf), 2000-2015 36
Table 20: Petroleos Mexicanos (PEMEX),Key Facts 38
Table 21: Petroleos Mexicanos (PEMEX), SWOT Analysis 51
Table 22: Petroleos Mexicanos (PEMEX), Revenue by Segment, PESO Million, 2003-2007 56
Table 23: Petroleos Mexicanos (PEMEX), Revenue by Geography, PESO Million, 2003-2007 57
Table 24: Petroleos Mexicanos (PEMEX), Financial Statements, PESO Million, 2003-2007 58
Table 25: Petroleos Mexicanos (PEMEX), Financial Ratios, PESO Million, 2003-2007 59
Table 26: Repsol YPF, S.A., Key Facts 60
Table 27: Repsol YPF, S.A., SWOT Analysis 71
Table 28: Repsol YPF, S.A., Revenue by Segment, Euro Million, 2003-2007 77
Table 29: Repsol YPF, S.A., Revenue by Geography, Euro Million, 2003-2007 77
Table 30: Repsol YPF, S.A., Financial Statements, Euro Million, 2003-2007 78
Table 31: Repsol YPF, S.A., Financial Ratios, Euro Million, 2003-2007 79
Table 32: Royal Dutch Shell plc, Key Facts 80
Table 33: Royal Dutch Shell plc, SWOT Analysis 94
Table 34: Royal Dutch Shell plc, Revenue by Segment, USD Million, 2003-2007 98
Table 35: Royal Dutch Shell plc, Revenue by Geography, USD Million, 2003-2007 99
Table 36: Royal Dutch Shell plc, Financial Statements, USD Million, 2003-2007 100
Table 37: Royal Dutch Shell plc, Financial Ratios, USD Million, 2003-2007 101
Table 38: Tidelands Sells Its 20% Interest In Frontera Pipeline For $0.25 Million 102
Table 39: Pemex Announces Bond Offering For $566 Million 103
Table 40: Petroleos Mexicanos Files To Issue Debt Securities To Raise $4,580 Million 104
Table 41: Petroleos Mexicanos Completes Private Placement Of $2,000 Million 105
Table 42: Pemex Project Funding Completes Private Placement Of $600 Million 106
Table 43: InterGen Acquires Libramiento Gas Compression Station And Pipeline From Conduit Capital 107
Table 44: ENI Sells Exploration And Production Assets To GDF SUEZ 108
Table 45: ATP Acquires 55% Interest In Green Canyon Blocks 299 And 300 109
1.2 List of Figures
Figure 1: Mexico, Energy Sector break-up, 2008 11
Figure 2: Mexico, Natural Gas Production And Consumption, Billion Cubic Feet, 1996-2020 14
Figure 3: Mexico, Natural Gas Imports, Billion Cubic Feet, 1996-2020 16
Figure 4: Mexico, Natural Gas Reserves, Billion Cubic Feet, 1996-2008 18
Figure 5: Mexico, Natural Gas Assets Map, 2008 20
Figure 6: Mexico, Total Marketed Natural Gas Production (MMcf), 2001-2008 21
Figure 7: Mexico, Marketed Equity Weighted Natural Gas Production (MMcf), by Company, 2001-2008 24
Figure 8: Mexico, Market Share (%) based on Marketed Natural Gas Production, 2008 25
Figure 9: Mexico, Natural Gas Pipeline Length by Company (Km), 2008 31
Figure 10: Mexico Regasification Capacity (Bcf), 2000-2015 35
Figure 11: Mexico Regasification Capacity, Company- Wise (Bcf), 2000-2015 36
Figure 12: Petroleos Mexicanos (PEMEX), Value Chain Analysis 47
Figure 13: Repsol YPF, S.A., Value Chain Analysis 68
Figure 14: Royal Dutch Shell plc, Value Chain Analysis 89
Figure 15: GlobalData Methodology 136