Vietnam Oil and Gas Exploration and Production Industry Investment Opportunities, Analysis and Forecasts of All Active and Planned Exploration Blocks and Oil and Gas Fields to 2013

Vietnam Oil and Gas Exploration and Production Industry Investment Opportunities, Analysis and Forecasts of All Active and Planned Exploration Blocks and Oil and Gas Fields to 2013

Summary

This profile is the essential source for top-level industry data and information relating to the Exploration and Production industry in Vietnam. It provides asset level information relating to the active and planned oil and gas fields and exploration blocks in Vietnam. The profiles of the major companies operating in the upstream industry of Vietnam are also included in the report. The latest news and deals pertaining to the sector are also provided and analyzed.

Scope

• Updated information relating to all active and planned exploration blocks.
• Provides historical and forecast data and information for all the major operating and planned crude oil and natural gas fields.
• Details operators and equity partners of oil and gas fields and exploration blocks.
• Includes information relating to license round details, start and end dates, acreage, location, and reserves.
• Information on the top companies in the sector 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 investments and IPOs.

Reasons to buy

• Obtain the most up to date information available on exploration licenses and oil and gas fields.
• Identify growth markets and opportunities in the industry.
• Facilitate market analysis and forecasting of future industry trends.
• Facilitate decision making on the basis of strong historic and forecast data data.
• Assess your competitor’s exploration and production asset portfolio.
• Understand and respond to your competitors business structure, strategy and prospects.
• 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.

1 Table of Contents 2
1.1 List of Tables 7
1.2 List of Figures 9

2 Vietnam Exploration and Production Sector 10
2.1 Vietnam, Key Data 10
2.2 Vietnam, Exploration And Production Assets Map 11
2.3 Vietnam Exploration and Production Sector, Production 12
2.3.1 Vietnam Exploration and Production Sector, Crude Oil-Historical Production 12
2.3.2 Vietnam Exploration and Production Sector, Natural Gas-Historical Production 13
2.3.3 Vietnam Exploration and Production Sector, Crude Oil Production by Assets 14
2.3.4 Vietnam Exploration and Production Sector, Natural Gas Production by Assets 14
2.3.5 Vietnam Exploration and Production Sector, Crude Oil Production by Company 15
2.3.6 Vietnam Exploration and Production Sector, Natural Gas Production by Company 15
2.4 Vietnam Exploration and Production Sector, Forecasts 16
2.4.1 Vietnam Exploration and Production Sector, Crude Oil Forecasted Production 16
2.4.2 Vietnam Exploration and Production Sector, Natural Gas Forecasted Production 16
2.4.3 Vietnam Exploration and Production Sector, Crude Oil Gross Revenue Forecast 16
2.4.4 Vietnam Exploration and Production Sector, Natural Gas Gross Revenue Forecast 17
2.4.5 Vietnam Exploration and Production Sector, Government Take Forecast of Crude Oil Assets 17
2.4.6 Vietnam Exploration and Production Sector, Government Take Forecast of Natural Gas Assets 17
2.4.7 Vietnam Exploration and Production Sector, Contractor Take Forecast of Crude Oil Assets 18
2.4.8 Vietnam Exploration and Production Sector, Contractor Take Forecast of Natural Gas Assets 18
2.5 Vietnam Exploration And Production Sector, Asset Details 19
2.5.1 Vietnam Exploration And Production Sector, Active Crude Oil Asset Details 19
2.5.2 Vietnam Exploration And Production Sector, Planned Crude Oil Asset Details 19
2.5.3 Vietnam Exploration And Production Sector, Active Natural Gas Asset Details 19
2.6 Vietnam Exploration And Production Sector, Exploration 20
2.6.1 Vietnam Exploration And Production Sector, Total Active Exploration Blocks 20
2.6.2 Vietnam Exploration And Production Sector, Active Exploration Blocks by Company 20
2.6.3 Vietnam Exploration And Production Sector, Exploration Details 21

3 Profile of ConocoPhillips 23
3.1 ConocoPhillips, Key Information 23
3.2 ConocoPhillips, Company Overview 23
3.3 ConocoPhillips, Business Description 23
3.3.1 ConocoPhillips, Business Description, Overview 23
3.3.2 ConocoPhillips, Business Description, Chemicals Segment 24
3.3.3 ConocoPhillips, Business Description, Emerging Businesses Segment 24
3.3.4 ConocoPhillips, Business Description, Exploration and Production Segment 26
3.3.5 ConocoPhillips, Business Description, LUKOIL Investment 27
3.3.6 ConocoPhillips, Business Description, Midstream Segment 27
3.3.7 ConocoPhillips, Business Description, Refining and Marketing Segment 28
3.4 ConocoPhillips, Value Chain Analysis 30
3.4.1 ConocoPhillips, Value Chain Analysis, Upstream 30
3.4.2 ConocoPhillips, Value Chain Analysis, Midstream 31
3.4.3 ConocoPhillips, Value Chain Analysis, Downstream 32
3.4.4 ConocoPhillips, Value Chain Analysis, Retail 32
3.5 ConocoPhillips, SWOT Analysis 33
3.5.1 ConocoPhillips, SWOT Analysis, Overview 33
3.5.2 ConocoPhillips, SWOT Analysis, Strengths 34
3.5.3 ConocoPhillips, SWOT Analysis, Weaknesses 35
3.5.4 ConocoPhillips, SWOT Analysis, Opportunities 36
3.5.5 ConocoPhillips, SWOT Analysis, Threats 37
3.6 ConocoPhillips, Revenue Analysis 38
3.6.1 ConocoPhillips, Revenue by Segment 38
3.6.2 ConocoPhillips, Revenue by Geography 39
3.7 ConocoPhillips, Financial and Operational Review 40
3.7.1 Financial Statements 40
3.7.2 Financial Ratios 41

4 Profile of Nippon Oil Corporation 42
4.1 Nippon Oil Corporation, Key Information 42
4.2 Company Overview 42
4.3 Nippon Oil Corporation, Business, Description 42
4.3.1 Nippon Oil Corporation, Business Description Business Overview 42
4.3.2 Nippon Oil Corporation, Business Description, Construction 43
4.3.3 Nippon Oil Corporation, Business Description, Oil and Natural Gas E&P 43
4.3.4 Nippon Oil Corporation, Business Description, Other 45
4.3.5 Nippon Oil Corporation, Business Description, Refining and Marketing 45
4.3.6 Nippon Oil Corporation, Business Description, Major Products and Services 47
4.4 Nippon Oil Corporation, Value Chain Analysis 50
4.4.1 Nippon Oil Corporation, Value Chain Analysis, Upstream 50
4.4.2 Nippon Oil Corporation, Value Chain Analysis, Downstream 51
4.4.3 Nippon Oil Corporation, Value Chain Analysis, Retail 51
4.5 Nippon Oil Corporation, SWOT Analysis 52
4.5.1 Nippon Oil Corporation, SWOT Analysis, Overview 52
4.5.2 Nippon Oil Corporation, SWOT Analysis, Strengths 53
4.5.3 Nippon Oil Corporation, SWOT Analysis, Weaknesses 54
4.5.4 Nippon Oil Corporation, SWOT Analysis, Opportunities 55
4.5.5 Nippon Oil Corporation, SWOT Analysis, Threats 56
4.6 Nippon Oil Corporation, Revenue Analysis 57
4.6.1 Nippon Oil Corporation, Revenue by Segment 57
4.6.2 Nippon Oil Corporation, Revenue by Geography 58
4.7 Nippon Oil Corporation, Financial and Operational Review 60
4.7.1 Financial Statements 60
4.7.2 Financial Ratios 61

5 Profile of Chevron Corporation 62
5.1 Chevron Corporation, Key Information 62
5.2 Chevron Corporation, Company Overview 62
5.3 Chevron Corporation, Business Description 62
5.3.1 Chevron Corporation, Business Description, Overview 62
5.3.2 Chevron Corporation, Business Description, Chemicals 63
5.3.3 Chevron Corporation, Business Description, Downstream Segment 64
5.3.4 Chevron Corporation, Business Description, Others Segment 65
5.3.5 Chevron Corporation, Business Description, Upstream Segment 66
5.4 Chevron Corporation, Value Chain Analysis 68
5.4.1 Chevron Corporation, Value Chain Analysis, Upstream 68
5.4.2 Chevron Corporation, Value Chain Analysis, Midstream 70
5.4.3 Chevron Corporation, Value Chain Analysis, Retail 70
5.4.4 Chevron Corporation, Value Chain Analysis, Power Generation 71
5.4.5 Chevron Corporation, Value Chain Analysis, Transformation 72
5.5 Chevron Corporation, SWOT Analysis 72
5.5.1 Chevron Corporation, SWOT Analysis, Overview 72
5.5.2 Chevron Corporation, SWOT Analysis, Strengths 73
5.5.3 Chevron Corporation, SWOT Analysis, Weaknesses 74
5.5.4 Chevron Corporation, SWOT Analysis, Opportunities 75
5.5.5 Chevron Corporation, SWOT Analysis, Threats 76
5.6 Chevron Corporation, Revenue Analysis 77
5.6.1 Chevron Corporation, Revenue by Segment 78
5.6.2 Chevron Corporation, Revenue by Geography 78
5.7 Chevron Corporation, Financial and Operational Review 79
5.7.1 Financial Statements 79
5.7.2 Financial Ratios 80

6 Financial Deals Landscape 81
6.1 Detailed Deal Summary 81
6.1.1 Asset Transactions 81

7 Recent Developments 85
7.1 License Awards 85
7.1.1 Sep 24, 2008: Salamander Receives Approval From Vietnam For Block 31 85
7.1.2 May 07, 2008: ZarubezhNeft- PetroVietnam Consortium Wins Tender To Develop Siberian Fields 85
7.2 Strategy and Business Expansion 86
7.2.1 Oct 20, 2008: South Korean Firms To Double Oil Production At 15-1 Block In Vietnam 86
7.2.2 Oct 08, 2008: Mitra To Firm Up Drilling Plans For Blocks 28 And 29/03 Off Vietnam By 2009 Year-End 86
7.2.3 Sep 09, 2008: Russia And Vietnam To Expand Collaboration In Oil And Gas Sector 86
7.2.4 Jul 25, 2008: Vietsovpetro Sets New Output Target For 2008 86
7.2.5 Jul 23, 2008: PetroVietnam To Focus On Seeking Investment Opportunities Overseas 87
7.2.6 Jun 27, 2008: SK Energy Aims At Six-Fold Increase In Oil, Gas Output 87
7.2.7 May 26, 2008: Gazprom Executes An Agreement With PetroVietnam To Explore Vietnam's Offshore Fields 88
7.3 Recent Discoveries 89
7.3.1 Jul 10, 2008: SOCO Discovers Oil And Gas In TGD-1X-ST1 Wel006C On Prospect E 89
7.3.2 Jul 08, 2008: Premier Discovers Oil In Chim Ung -1 Well, Vietnam 90
7.3.3 Jun 16, 2008: SOCO Announces Gas Discovery On TGD-1X-ST1 91
7.3.4 May 20, 2008: Premier Discovers Oil And Gas In Vietnam's Chim Sao North Well 92
7.4 Drilling and Production Updates 93
7.4.1 Mar 06, 2009: Talisman Energy's Output Helps Vietnam To Reverse Four-Year Reverse Slump 93
7.4.2 Feb 27, 2009: Talisman Energy To Increase Production In Malaysia And Vietnam Northern Fields 93
7.4.3 Jan 28, 2009: ATIP Returns To Drill Yen Tu-1X Well In Vietnam 94
7.4.4 Jan 12, 2009: Arrow Commences Drilling On MVHN-01KT Block In Vietnam 95
7.4.5 Dec 31, 2008: PetroVietnam Produces 22.5 Million Tons Of Oil In 2008 95
7.4.6 Dec 19, 2008: Song Doc Oil Field In Vietnam To Produce 25,000 Bpd In 2009 96
7.4.7 Dec 08, 2008: MODEC's FPSO Song Doc Pride MV19 Achieves First Oil, Offshore Vietnam 96
7.4.8 Dec 04, 2008: Talisman Announces Oil Production From Song Doc Field In Block 46/02, Offshore Vietnam 97
7.5 Other Significant Developments 97
7.5.1 Feb 26, 2009: Vietnam’s Oil Production To Raise By 5.4% In February 2009 97
7.5.2 Jan 20, 2009: Serica Provides Operational Update 98
7.5.3 Jan 07, 2009: SOCO Receives Approval For Two Appraisal Areas In Vietnam 99
7.5.4 Dec 23, 2008: Philippines To Pursue Joint Exploration In South China Sea 99

8 Appendix 101
8.1 Methodology 101
8.1.1 Coverage 101
8.1.2 Secondary Research 102
8.1.3 Primary Research 102
8.1.4 E&P Forecasts 103
8.1.5 Midstream Forecasts 104
8.1.6 Expert Panel Validation 104
8.2 Contact Us 105
8.3 About GlobalData 105
8.4 Disclaimer 105

1.1 List of Tables
Table 1: Vietnam, Oil and Gas, Key Statistics, 2008 10
Table 2: Vietnam, Total Crude Oil Production (MMBBLs), 2001-2008 12
Table 3: Vietnam, Total Natural Gas Production (MMcf), 2001-2008 13
Table 4: Vietnam, Crude Oil Production (MMBBLs), by Assets, 2001-2008 14
Table 5: Vietnam, Natural Gas Production (MMcf), by Assets, 2001-2008 14
Table 6: Vietnam, Crude Oil Production (MMBBLs), by Company, 2001-2008 15
Table 7: Vietnam, Natural Gas Production (MMcf), by Company, 2001-2008 15
Table 8: Vietnam, Crude Oil Production (MMBBLs), Forecast by Assets, 2009-2014 16
Table 9: Vietnam, Natural Gas Production (MMcf), Forecast by Assets, 2009-2014 16
Table 10: Vietnam, Forecasted Crude Oil Assets-wise Gross Revenue (000'$), 2009-2014 16
Table 11: Vietnam, Forecasted Natural Gas Assets-wise Gross Revenue (000'$), 2009-2014 17
Table 12: Vietnam, Projected Crude Oil Assets-wise Government Take (000'$), 2009-2014 17
Table 13: Vietnam, Projected Natural Gas Assets-wise Government Take (000'$), 2009-2014 17
Table 14: Vietnam, Projected Crude Oil Assets-wise Contractor Take (000'$), 2009-2014 18
Table 15: Vietnam, Projected Natural Gas Assets-wise Contractor Take (000'$), 2009-2014 18
Table 16: Vietnam, Active Oil Field Assets Details 19
Table 17: Vietnam, Planned Oil Field Assets Details 19
Table 18: Vietnam, Gas Field Assets Details 19
Table 19: Vietnam, Total Active Exploration Blocks, 2001-2008 20
Table 20: Vietnam, Exploration Active Blocks by Company, 2001-2008 20
Table 21: Vietnam, Oil and Gas Exploration Details 21
Table 22: ConocoPhillips, Key Facts 23
Table 23: ConocoPhillips, SWOT Analysis 34
Table 24: ConocoPhillips, Revenue by Segment, USD Million, 2003-2007 39
Table 25: ConocoPhillips, Revenue by Geography, USD Million, 2003-2007 39
Table 26: ConocoPhillips, Financial Statements, USD Million, 2003-2007 40
Table 27: ConocoPhillips, Financial Ratios, USD Million, 2003-2007 41
Table 28: Nippon Oil Corporation, Key Facts 42
Table 29: Nippon Oil Corporation, SWOT Analysis 52
Table 30: Nippon Oil Corporation, Revenue by Segment, YEN Million, 2003-2007 58
Table 31: Nippon Oil Corporation, Revenue by Geography, YEN Million, 2003-2007 59
Table 32: Nippon Oil Corporation, Financial Statements, YEN Million, 2003-2007 60
Table 33: Nippon Oil Corporation, Financial Ratios, YEN Million, 2003-2007 61
Table 34: Chevron Corporation, Key Facts 62
Table 35: Chevron Corporation, SWOT Analysis 73
Table 36: Chevron Corporation, Revenue by Segment, USD Million, 2003-2007 78
Table 37: Chevron Corporation, Revenue by Geography, USD Million, 2003-2007 78
Table 38: Chevron Corporation, Financial Statements, USD Million, 2003-2007 79
Table 39: Chevron Corporation, Financial Ratios, USD Million, 2003-2007 80
Table 40: Essar Oil Plans To Sell Its Stake In Three Oil Blocks In Vietnam And Australia 81
Table 41: Pemberton Energy To Acquire Mineral Rights In Cambodia And Vietnam 82
Table 42: SK Energy Acquires 20% Stake In Vietnam 123 Block 83
Table 43: ONGC Videsh To Sell 30-40% Interest In Two Vietnam Oil Blocks 84

1.2 List of Figures
Figure 1: Vietnam, Exploration and Production Assets Map, 2008 11
Figure 2: Vietnam, Total Crude Oil Production (MMBBLs), 2001-2008 12
Figure 3: Vietnam, Total Natural Gas Production (MMcf), 2001-2008 13
Figure 4: ConocoPhillips, Value Chain Analysis 30
Figure 5: Nippon Oil Corporation, Value Chain Analysis 50
Figure 6: Chevron Corporation, Value Chain Analysis 68
Figure 7: GlobalData Methodology 101