TABLE OF CONTENTS
Table of Contents 2
Executive Summary 7
Industry analysis 7
Industry definition 7
Research highlights 7
Market Value 8
Market Share 9
Market Segmentation—Product 10
Market Segementation—Geography 11
Five Forces Analysis 12
Summary 12
Buyer power 13
Supplier power 15
New entrants 17
Substitutes 19
Rivalry 20
Top 10 Companies Landscape 22
Revenue analysis 26
Financial performance analysis 27
Company Reports 32
Exxon Mobil Corporation 32
Royal Dutch Shell Plc 41
BP Plc 50
Chevron Corporation 61
TOTAL S.A. 70
ConocoPhillips 82
China Petroleum & Chemical Corporation (Sinopec) 90
Eni SpA 97
PetroChina Company Limited 106
OAO Gazprom 113
Financial Analysis 122
Exxon Mobil Corporation 122
Royal Dutch Shell Plc 125
BP Plc 128
Chevron Corporation 131
TOTAL S.A. 134
ConocoPhillips 137
China Petroleum & Chemical Corporation (Sinopec) 140
Eni SpA 143
PetroChina Company Limited 146
OAO Gazprom 149
APPENDIX 152
TABLE OF FIGURES
Figure 1: Global energy industry, $ billion, 2004–08 8
Figure 2: Global Energy Industry Share—by value, % share, 2008 9
Figure 3: Global energy industry segmentation—product, % share, 2008 10
Figure 4: Global energy industry segmentation—geography, % share, 2008 11
Figure 5: Forces driving competition in the global energy industry 12
Figure 6: Drivers of buyer power in the global energy industry 13
Figure 7: Drivers of supplier power in the global energy industry 15
Figure 8: Factors influencing the likelihood of new entrants in the global energy industry 17
Figure 9: Factors influencing the threat of substitutes in the global energy industry 19
Figure 10: Drivers of degree of rivalry in the global energy industry 20
Figure 11: Turnover of global top 10 energy companies, $ million, FY2008 23
Figure 12: Revenue growth of global top 10 energy companies, 2006–08 27
Figure 13: Operating profit analysis, FY2008 28
Figure 14: Net profit analysis, FY2008 29
TABLES
Table 1: Global energy industry, $ billion, 2004–08 8
Table 2: Global energy industry share—by value, % share 2008 9
Table 3: Global energy industry segmentation—product, % share, 2008 10
Table 4: Global energy industry segmentation—geography, % share, 2008 11
Table 5: Turnover of global top 10 energy companies, $ million, FY2008 22
Table 6: Revenue growth of global top 10 energy companies, 2006–08 26
Table 7: Key financials of global top 10 energy companies, FY2008 27
Table 8: Key industry specific ratios 30
Table 9: Exxon Mobil Corporation—Financial highlights, 2004–08 123
Table 10: Exxon Mobil Corporation—Key industry specific ratios, 2004–08 125
Table 11: Royal Dutch Shell—Financial highlights, 2004–08 126
Table 12: Royal Dutch Shell—Key industry specific ratios, 2004–08 128
Table 13: BP—Financial highlights, 2004–08 129
Table 14: BP—Key industry specific ratios, 2004–08 131
Table 15: Chevron Corporation—Financial highlights, 2004–08 132
Table 16: Chevron Corporation—Key industry specific ratios, 2004–08 134
Table 17: TOTAL—Financial highlights, 2004–08 135
Table 18: TOTAL—Key industry specific ratios, 2004–08 136
Table 19: ConocoPhillips—Financial highlights, 2004–08 137
Table 20: ConocoPhillips—Key industry specific ratios, 2004–08 13640
Table 21: China Petroleum & Chemical Corporation—Financial highlights, 2004–08 141
Table 22: China Petroleum & Chemical Corporation—Key industry specific ratios, 2004–08 142
Table 23: Eni—Financial highlights, 2004–08 143
Table 24: Eni—Key industry specific ratios, 2004–08 145
Table 25: PetroChina—Financial highlights, 2004–08 146
Table 26: PetroChina—Key industry specific ratios, 2004–08 148
Table 27: Gazprom—Financial highlights, 2004–08 149
Table 28: Gazprom—Key industry specific ratios, 2004–08 151