THE GLOBAL OIL AND GAS INDUSTRY

MARKET

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global oil industry and its prospects.

COMPANIES' BUSINESS STRATEGIES

Rationalisation and greening of activities, decarbonisation of refining, diversification towards renewable energies, maintaining investments in hydrocarbons, strengthening positions in conventional hydrocarbons, integration of digital tools : the report details the growth levers prioritised by the world leaders in the oil industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. EXECUTIVE SUMMARY

SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies.

2. MARKET FUNDAMENTALS

SCOPE OF THE REPORT

OVERVIEW

BUSINESS FUNDAMENTALS

3. THE MARKET AND LEADERS' ACTIVITY

THE SECTOR ENVIRONMENT

• Overview

• Economic factors

• Socio-demographic factors

• Technological factors

• Environmental factors

THE WORLD OIL MARKET

• Supply

• Demand

• Prices

• International trade

LEADERS' BUSINESS AND PERFORMANCE

• Revenue

• Operating profit rate

• Geographical presence

• Individualised activity and performance

4. COMPETITION AND LEADERSHIP STRATEGIES

COMPETITIVE ENVIRONMENT

• Porter's 5 forces (Overview)

• Intra-sector competition

• The negotiating power of suppliers

• Threat of new entrants

• Government's influence

• The threat of substitute products

LEADERS' STRATEGIES

• Overview

• Rationalisation of activities

• Greening the business

• Decarbonising refining processes

• Diversification into renewable energies

• Continued investment in hydrocarbons

• Strengthening positions in conventional oil and gas

• Integration of digital tools

• Harnessing the potential of artificial intelligence

5. SOURCES

6. ANNEXES

7. FORCES AT WORK

• Rankings of the 10 world leaders in the global oil industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

8. LEADERS' PROFILES

• Aramco

• BP

• Chevron

• Eni

• ExxonMobil

• Petrobras

• Petrochina

• Royal Dutch Shell

• Sinopec

• TotalEnergies

Aramco

BP

Chevron

Eni

ExxonMobil

Petrobras

Petrochina

Royal Dutch Shell

Sinopec

TotalEnergies