Analisis Del Panorama Energetico Mundial
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Transcript of Analisis Del Panorama Energetico Mundial
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Club Espaol de la Industria, Tecnologa y Minera
Isaac lvarez Fernndez
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1.- Panorama Energtico Mundial2.- Reservas de Hidrocarburos3.- Produccin y Consumo4.- Retos y Tendenciasndice
7 Mayo 2002
1.- Panorama Energtico Mundial
7 Mayo 2002
Evolucin del Consumo Mundial de Energa Primaria
Consumo Mundial de Energa Primaria (Millones de Tep)El consumo de energa primaria creci por encima del 2% en 2000. El incremento del consumo medio desde 1975 ha sido del 1,9% anual.Fuente: Energy Review BP 2001
Vemos en el grfico como en los ltimos 25 aos el consumo mundial de energa primaria ha estado creciendo a tasas entre el 1 y 2 %Se puede comprobar el papel preponderante que tienen la energas fsiles, y en particular los hidrocarburos con casi dos tercios del consumo mundial.Otra enseanza que se obtiene del grfico, es que el gas natural va ganando posiciones ao a ao, motivado por los avances tecnolgicos, que permiten poner nuevos yacimientos a disposicin de nuestros clientes, y las crecientes exigencias medioambientales.
No quiero dejar pasar la ocasin para compartir con ustedes otra reflexin.En los ltimos aos el crecimiento del consumo energtico ha sido muy moderado, debido fundamentalmente a: las reducciones de consumo en los pases que componan la antigua Unin Sovitica, como consecuencia de la revolucin incruenta que la est llevando a la economa de mercado. las crisis econmicas que han sufrido algunas regiones como el Extremo Oriente.Y a un mejor uso de la energa, particularmente en la vieja Europa.
De todo ello se deriva la influencia determinante que tiene el entorno poltico y econmico en nuestra industria. Los problemas e inquietudes de nuestros clientes deben ser nuestros problemas e inquietudes.
7 Mayo 2002
BALANCE DE ENERGA PRIMARIA (1015 BTU)
CRUDO Y GAS63%CRUDO Y GAS63%PRODUCCIN MUNDIAL ENERGACONSUMO MUNDIAL ENERGAEnerga Total Producida377,11100%OECD162,1043%Crudo y Gas237,0363%Fuente: EIA. Febrero 2001Consumo Total379,23100%OECD226,3660%Crudo y Gas239,0963%
7 Mayo 2002
EL RETO DE LA INDUSTRIA DE LOS HIDROCARBUROSSUMINISTRAR ENERGA El principal reto de la industria de los hidrocarburos, frente a la sociedad en donde estamos inmersos es
La energa sigue constituyendo el motor que mueve las economas de los pueblos y permite el crecimiento de los estndares de calidad de vida.Los hidrocarburos han sido la principal fuente energtica en el ltimo siglo y lo seguirn siendo en los prximos decenios
Suministrar energa abundante, a precios competitivos con otras alternativas, y en condiciones compatibles con la conservacin del medioambiente.
El principal reto de la industria de los hidrocarburos, frente a la sociedad en donde estamos inmersos es:Suministrar energa abundante y a precios competitivos con otras alternativas. La energa sigue constituyendo el motor que mueve las economas de los pueblos y permite el crecimiento de los estandares de calidad de vida.Y esto, en condiciones compatibles con la conservacin del medioambiente.
Los hidrocarburos han sido la principal fuente energtica en el ltimo siglo y lo seguirn siendo en los prximos decenios como se puede deducir del siguiente grfico.
7 Mayo 2002
Previsin de Consumo de Energa Primaria (1015 BTU)Fuente: EIA, Febrero 2001
7 Mayo 2002
Previsin de Participacin de Diversos tipos de _Energa en las Prximas DecadasFuente: EIA, Febrero 2001
7 Mayo 2002
Marketing
RefinoGasolinas, Gasoil, Lubricantes, otros..PetroqumicaLICUEFACCINVAPORIZACINSISTEMAS LOCALES DE DISTRIBUCIN DE GASHogaresClientes IndustrialesOtros
Almacenaje
Exploracin y Produccin
Plasticos, P. qumicos..
Gasolinas, Gasoil, Lubricantes, otros..LA INDUSTRIA DE LOS HIDROCARBUROSTransporteFuente: Oil& Gas Journal, 1995
7 Mayo 2002
Crecimiento del Consumo de Energa Primaria por por Regiones (1015 BTU)Amrica del Norte155,60138,20115,72202020101999Amrica Central y del SurAfricaEuropa OccidentalMedio OrienteEuropa Oriental y ExURSSAsia y OceanaFuente: EIA, Febrero 2001
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2.- Reservas de Hidrocarburos
7 Mayo 2002
LAS RESERVAS DE HIDROCARBUROS (1)Concentradas fundamentalmente en determinadas reas geogrficas.2/3 de la reservas mundiales de crudo se sitan en los pases del Golfo Prsico.Algo mas de 1/3 de las reservas mundiales de gas se encuentran en el Golfo Prsico y casi otro 1/3 en la Federacin Rusa.En el mundo existen unas 1.800 cuencas sedimentarias, de las cuales aproximadamente se han explorado alrededor de 1.600. nicamente unas 200 cuencas estn parcialmente exploradas.
La Competencia por los Recursos.UIMP.iaf
7 Mayo 2002
RESERVAS MUNDIALES de HIDROCARBUROS1.047BbOECD: 81 Bb 8%Fuente: EIA, Febrero 2001RESERVAS PROBADAS CRUDORESERVAS GAS NATURAL5.566 TpcOECD: 650 Tcf 12%
Grfico4
0.0208293522
0.0567552073
0.7876934837
0.0544620676
0.0802598892
Hoja1
CONFERENCIA REMON GIL
SEMINARIO INFRAESTRUCTURAS ENERGETICAS NECESARIAS PARA EL NUEVO MERCADO ESPAOL
ORGANIZA:CLUB ESPAOL DE LA ENERGIA
FECHA:27-Jun-01
BALANCE MUNDIAL DE CRUDO - PERIODO 1997-2000
Promedios Anuales - Millones de barriles diarios
199719981999200020012002
TOTAL OFERTA MUNDIAL73.6675.1374.1876.8877.1078.50
OECD19.8719.6819.3819.8219.1019.10
Estados Unidos9.469.288.999.088.909.00
Otros OECD10.4110.4010.3910.7410.2010.10
PRODUCTORES NO OECD53.7955.4554.8057.0658.0059.40
OPEC29.3530.4929.2830.8730.8031.40
Ex URSS7.227.267.658.138.708.90
Otros No OECD17.2217.7017.8718.0618.5019.10
OFERTA SIN OPEC44.3144.6444.9046.0146.3047.10
% OFERTA SIN OPEC S/TOTAL60%59%61%60%60%60%
OECD %27%26%26%26%25%24%
PRODUCTORES NO OECD %73%74%74%74%75%76%
OPEC40%41%39%40%40%40%
OTROS33%33%34%34%35%36%
TOTAL DEMANDA MUNDIAL73.1073.6174.9175.4276.8078.40
OECD41.8142.2642.8442.6843.4044.00
Estados Unidos18.6218.9219.5219.4820.3020.80
Otros OECD23.1923.3423.3223.2023.1023.20
PRODUCTORES NO OECD31.2931.3532.0732.7433.4034.40
China3.924.114.324.604.705.00
Ex URSS3.883.773.733.743.703.80
Otros No OECD23.4923.4724.0224.4025.0025.60
OECD %57%57%57%57%57%56%
PRODUCTORES NO OECD %43%43%43%43%43%44%
Graficar:
1. Evolucin del Balance Mundial
2. Detalle de la Oferta Mundial
3. Detalle de la Demanda Mundial
4. Porcentajes interesantes. Pueden ser dos o tres grficos en la misma hoja
Balance
199719981999200020012002199719981999200020012002
OECD19.8719.6819.3819.8219.1019.1041.8142.2642.8442.6843.4044.00
No OECD53.7955.4554.8057.0658.0059.4031.2931.3532.0732.7433.4034.40
Balance
199719981999200020012002
OfertaDemandaOfertaDemandaOfertaDemandaOfertaDemandaOfertaDemandaOfertaDemanda
OECD19.8741.8119.6842.2619.3842.8419.8242.6819.1043.4019.1044.00
No OECD53.7931.2955.4531.3554.8032.0757.0632.7458.0033.4059.4034.40
Oferta
199719981999200020012002
OECD19.8719.6819.3819.8219.1019.10
No OECD53.7955.4554.8057.0658.0059.40
Oferta
199719981999200020012002
OPEC29.3530.4929.2830.8730.8031.40
Otros No OECD17.2217.7017.8718.0618.5019.10
Otros OECD10.4110.4010.3910.7410.2010.10
USA9.469.288.999.088.909.00
EX URSS7.227.267.658.138.708.90
Demanda
199719981999200020012002
OECD41.8142.2642.8442.6843.4044.00
No OECD31.2931.3532.0732.7433.4034.40
Demanda
199719981999200020012002
USA18.6218.9219.5219.4820.3020.80
Otros OECD23.1923.3423.3223.2023.1023.20
China3.924.114.324.604.705.00
Ex URSS3.883.773.733.743.703.80
Otros No OECD23.4923.4724.0224.4025.0025.60
Hoja1
00
00
00
00
00
00
00
00
00
00
00
00
OECD
No OECD
Hoja2
00
00
00
00
00
00
OECD
No OECD
Produccion&Consumo
00000
00000
00000
00000
00000
00000
OPEC
Otros No OECD
Otros OECD
USA
EX URSS
Precioscrudoslivypes
00
00
00
00
00
00
OECD
No OECD
Participacin OECD
00000
00000
00000
00000
00000
00000
USA
Otros OECD
China
Ex URSS
Otros No OECD
TituloCostos
00
00
00
00
00
00
00
00
00
00
00
00
OECD
No OECD
MejoresDesempeosCostos
CONFERENCIA REMON GIL
SEMINARIO INFRAESTRUCTURAS ENERGETICAS NECESARIAS PARA EL NUEVO MERCADO ESPAOL
ORGANIZA:CLUB ESPAOL DE LA ENERGIA
FECHA:27-Jun-01
PROVED CRUDE OIL RESERVES
Billones de barriles a fin de ao
Variacin 1997/2000Porcentaje Ao 2000
1997199819992000
TOTAL1,045.401,049.201,034.501,046.600.1%100%
OECD99.20100.6082.8081.20-18%8%
Estados Unidos22.0022.6021.0021.80-1%2%
Otros OECD77.2078.0061.8059.40-23%6%
PRODUCTORES NO OECD946.20948.60951.70965.402%92%
OPEC806.00810.10812.20824.402%79%
Ex URSS57.0057.0057.0057.000%5%
Otros No OECD83.2081.5082.5084.001%8%
RESERVAS SIN OPEC239.40239.10222.30222.20-7%
% RESERVAS SIN OPEC S/TOTAL23%23%21%21%
OECD %9%10%8%8%
PRODUCTORES NO OECD %91%90%92%92%
OPEC77%77%79%79%
OTROS13%13%13%13%
WORLD NATURAL GAS RESERVES
Billones de metros cbicos a fin de ao
TpcVariacin 1997/2000Porcentaje Ao 2000
19971998199920002000
TOTAL149,215.00153,130.00152,865.00157,627.005,566.445.6%100%
OECD19,060.0018,945.0018,147.0018,403.00649.88-3%12%
Estados Unidos4,735.004,645.004,645.004,740.00167.390%3%157627100000000015762700000000035.31410000000000005,566
Otros OECD14,325.0014,300.0013,502.0013,663.00482.50-5%9%5.566439878E15
PRODUCTORES NO OECD130,155.00134,185.00134,718.00139,224.004,916.567%88%
OPEC65,021.0068,934.0068,057.0071,872.002,538.0911%46%
Ex URSS55,985.0055,985.0055,985.0055,985.001,977.050%36%
Otros No OECD9,149.009,266.0010,676.0011,367.00401.4124%7%
RESERVAS SIN OPEC84,194.0084,196.0084,808.0085,755.003,028.352%
% RESERVAS SIN OPEC S/TOTAL56%55%55%54%54%
OECD %13%12%12%12%12%
PRODUCTORES NO OECD %87%88%88%88%88%
OPEC44%45%45%46%46%
OTROS44%43%44%43%43%
Produc&CrecProduccion
BALANCE SIMPLIFICADO DE ENERGIA POR FUENTE
1015 Btu
199719981999
PRODUCCIN378.63380.36377.11
Petrleo149.01151.89149.72
Gas Natural84.0185.3987.31
Carbn92.5189.3684.90
Hidroelctrica26.7326.6827.10
Nuclear23.9024.4125.25
Otros2.472.632.83
Participacin Crudo s/Produccin39.36%39.93%39.70%
Participacin Gas s/Produccin22.19%22.45%23.15%
Participacin Crudo y Gas s/Produc.61.54%62.38%62.85%
OECD43.5943.2242.17
OECD Europa13.8313.7713.92
PetrleoGas NaturalCarbnHidroelctricaNueclearOtros
1997149.0184.01
1998151.8985.39
1999149.7287.31
199719981999
Petrleo149.01151.89149.72
Gas Natural84.0185.3987.31
Carbn92.5189.3684.90
Hidroelctrica26.7326.6827.10
Nuclear23.9024.4125.25
Otros2.472.632.83
199719981999
CONSUMO377.61377.52379.23
Petrleo148.34149.84152.20
Gas Natural83.8284.5086.89
Carbn92.1289.2684.77
Hidroelctrica26.9626.8827.29
Nuclear23.9024.4125.25
Otros2.472.632.83
199719981999
Petrleo148.34149.84152.2
Gas Natural83.8284.586.89
Carbn92.1289.2684.77
Hidroelctrica26.9626.8827.29
Nuclear23.924.4125.25
Otros2.472.632.83
Produc&CrecProduccion
000
000
000
000
000
000
1997
1998
1999
PreciosGas
000
000
000
000
000
000
1997
1998
1999
Oferta&DemandaCrudo
CRUDOS EN REUTERS
Arab HeavyIran HeavyForcadosBrentWTIArab LightArab HeavyIran HeavyForcadosBrentWTIArab Light
27.5 API30.8API29.4API38.3API39.6API33.4API
31-Jan-9720.4921.6424.2723.4825.1322.09
28-Feb-9717.0119.1921.4720.8322.1918.87
31-Mar-9715.6317.0319.0419.1220.9117.53
30-Apr-9714.2015.1117.4517.4819.7016.10
31-May-9715.3516.6419.2419.0820.8417.25
30-Jun-9713.7415.1817.7717.5519.2615.64
31-Jul-9714.3316.2918.7218.4319.6616.23
31-Aug-9714.7416.6218.9318.5619.9616.64
30-Sep-9715.0316.5318.7818.4119.8016.69
31-Oct-9716.5418.2820.0219.9121.2918.30
30-Nov-9715.3817.8819.3319.2320.1817.20
31-Dec-9713.4816.2717.3317.1418.3415.38
31-Jan-9811.8713.7415.2515.1416.7213.77
28-Feb-9811.2112.3114.0514.0216.0613.11
31-Mar-9810.2711.3512.9313.0815.1512.17
30-Apr-9810.2211.7413.3813.5215.4412.33
31-May-988.1112.2614.1214.4214.9111.11
30-Jun-987.6310.1511.6212.0813.7210.28
31-Jul-988.5810.0311.8312.0914.1710.98
31-Aug-987.9710.4111.9511.9513.4610.32
30-Sep-989.2211.8413.4013.4315.0311.73
31-Oct-988.9711.5012.8112.7114.4611.32
30-Nov-987.629.4211.0911.0312.979.89
31-Dec-986.188.369.869.8411.368.15
31-Jan-997.369.6011.1911.1712.529.31
28-Feb-996.938.7310.0610.2312.018.97
31-Mar-999.9210.9612.3112.5214.6811.76
30-Apr-9912.6513.7415.2215.2917.3114.40
31-May-9913.0113.6815.2415.2517.7214.76
30-Jun-9913.1714.3115.8215.8617.9214.92
31-Jul-9915.3517.5019.1219.1420.1017.10
31-Aug-9916.5518.6720.3020.3321.2818.30
30-Sep-9919.0420.9622.7022.5323.8020.79
31-Oct-9917.9420.3022.1321.9922.7019.69
30-Nov-9920.0522.9324.6424.5624.8921.80
31-Dec-9921.3523.8425.7325.5826.1023.10
31-Jan-0022.2423.7925.6025.3827.2624.04
29-Feb-0024.5626.1328.1227.9129.3726.41
31-Mar-0025.1025.8427.8127.3729.8426.95
30-Apr-0020.7321.1122.9422.6225.7222.58
31-May-0024.0626.0927.8627.6028.7925.91
30-Jun-0026.6828.1529.8329.7831.8228.53
31-Jul-0025.0827.0328.2128.5729.7026.93
31-Aug-0026.3428.5529.4130.2831.2628.19
30-Sep-0029.1331.4932.8932.7433.8830.98
31-Oct-0028.2729.3130.6630.9733.1130.18
30-Nov-0029.3330.9032.7132.5134.3131.18
31-Dec-0022.5524.0125.6225.0428.4424.73
31-Jan-0120.6323.8425.3625.7629.5924.33
28-Feb-0120.9925.8527.1727.5629.6124.56
31-Mar-0118.1622.8523.6724.3827.2521.39
30-Apr-0118.6124.0125.1125.5727.4920.91
31-May-0120.0226.6728.1328.4728.6322.00
Oferta&DemandaCrudo
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
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000000
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Arab Heavy
Iran Heavy
Forcados
Brent
WTI
Arab Light
BALANCE SIMPLIFICADO DE ENERGIA POR FUENTE
1015 Btu
19901999
PRODUCCIN348.79377.11
Petrleo136.35149.72
Gas Natural75.9187.31212.26237.03
Carbn91.8784.90
Hidroelctrica22.5727.10
Nuclear20.3725.25
Otros1.722.83
OECD Produccin de Crudo y Gas69.6480.64
Participacin OECD s/Produccin19.97%21.38%
Resto80.03%78.62%
BALANCE SIMPLIFICADO DE ENERGIA POR FUENTE
1015 Btu
19901999
CONSUMO344.09379.23
Petrleo134.87152.20
Gas Natural74.5186.89209.38239.09
Carbn89.9684.77
Hidroelctrica22.6627.29
Nuclear20.3725.25
Otros1.722.83
OECD Consumo de Crudo y Gas118.70142.68
Participacin OECD s/Consumo34.50%37.62%
Resto65.50%62.38%
Produccin
19901999
Produccin Crudo y Gas212.26237.03348.79
Produccin Resto136.53140.08
Produccin OECD Crudo y Gas69.6480.6433%34%
Consumo
19901999
Consumo Crudo y Gas209.38239.09
Consumo Resto134.71140.14
Consumo OECD Crudo y Gas118.70142.6857%60%
00
00
Produccin Crudo y Gas
Produccin Resto
00
00
Consumo Crudo y Gas
Consumo Resto
CONFERENCIA REMON GIL
SEMINARIO INFRAESTRUCTURAS ENERGETICAS NECESARIAS PARA EL NUEVO MERCADO ESPAOL
ORGANIZA:CLUB ESPAOL DE LA ENERGIA
FECHA:27-Jun-01
COSTOS - PERIODO 1995 / 1999 - En US$/boe
Costos/Aos199519961997199819993-Aos5-Aos
Reserve Replacement Costs4.294.204.535.574.264.734.57
Finding & Development Cost (including revisions)4.474.444.896.004.665.174.91
Finding & Development Cost (excluding revisions)5.956.316.648.106.276.986.68
Proved Reserve Acquisition Costs3.283.363.504.203.613.723.63
Production Costs4.344.274.193.853.733.924.06
Fuente: Global E&P Trends 2000 - Arthur Andersen
COSTO por BOEBPTexacoTotalFinaElfConoco3-Aos
Finding & Development (excluding revisions)4.75.765.814.946.98
Production Costs3.83.742.433.92
MEJORES DESEMPEOS EN COSTOS - PERIODO 1997 / 1999 - MAJORS - En US$/boeFuente: Global E&P Trends 2000 - Arthur Andersen
$/BOE
BPRepsol-YPFShell Group (RD)TexacoElf Aquitaine3-Aos
Reserve Replacement3.703.513.273.703.644.73
BPShell Group (RD)TexacoTotalFinaElfElf Aquitaine3-Aos
Finding & Development (including revisions)4.273.503.953.963.665.17
BPTexacoTotalFinaElfConoco3-Aos
Finding & Development (excluding revisions)4.705.765.814.946.98
BPENI (AGIP)Shell Group (RD)Texaco3-Aos
Proved Reserve Acquisition Costs0.711.870.572.843.72
ChevronENI (AGIP)Elf Aquitaine3-Aos
Production Costs3.803.742.433.92
Fuente: Global E&P Trends 2000 - Arthur Andersen
Mejores Desempeos en Costos - PERIODO 1997 / 1999 - Majors - En US$/BOE
Reserve ReplacementFinding & Development (Includ Revisions)Finding & Development (Exclud Revisions)Proved Reserve Acquisiton CostsProduction Costs
BP3.704.274.700.71
Conoco4.94
Chevron3.80
ELF Aquitaine3.643.662.43
ENI (AGIP)1.873.74
Repsol-YPF3.51
Shell Group (RD)3.273.500.57
Texaco3.703.955.762.84
TotalFina ELF5.81
Promedio 3 Aos4.735.176.983.723.92
COSTO por BOEBPTexacoTotalFinaElfConoco
Finding & Development (excluding revisions)4.75.765.814.94
Production Costs3.83.742.433.92
CONFERENCIA REMON GIL
SEMINARIO INFRAESTRUCTURAS ENERGETICAS NECESARIAS PARA EL NUEVO MERCADO ESPAOL
ORGANIZA:CLUB ESPAOL DE LA ENERGIA
FECHA:27-Jun-01
EMPRESA E INDICADORESUnidad2000E2001E2002F2003F2004F2005F2006F
BP
Inversiones
Exploration expendituresus$M1,0001,0001,0001,0001,0001,0001,000
Development expendituresus$M5,0006,7506,7506,7506,7506,7506,750
Total Capital Expenditures E&Pus$M6,0007,7507,7507,7507,7507,7507,750
% Exploracin sobre Total Capital Expenditure%16.67%12.90%12.90%12.90%12.90%12.90%12.90%
Total Capital Expenditures Empresaus$M11,63013,15012,85012,85012,85012,85012,850
% E&P Capital Expenditures sobre Total%51.59%58.94%60.31%60.31%60.31%60.31%60.31%
CAPEX E&P/boeus$/boe5.256.065.655.255.074.734.54
Produccin
CrudoKb/d1,8582,0242,1182,2512,3202,4922,580
GasMpc/d7,6048,8059,77510,70511,12511,92512,500
Total Crudo y GasKboe/d3,1253,4923,7474,0354,1744,4804,663
% Crecimiento%10.00%11.74%7.30%7.69%3.44%7.33%4.08%
Produccin Total en BoeKboe1,143,7501,278,0721,371,4021,476,8101,527,6841,639,6801,706,658
EXXON MOBIL
Inversiones
Exploration expendituresus$MNANANANANANANA
Development expendituresus$MNANANANANANANA
Total Capital Expenditures E&Pus$M7,2008,8009,3449,2359,4609,6929,931
% Exploracin sobre Total Capital Expenditure%NANANANANANANA
Total Capital Expenditures Empresaus$M10,53713,40014,64414,74615,19215,65416,133
% E&P Capital Expenditures sobre Total%68.33%65.67%63.81%62.63%62.27%61.91%61.56%
CAPEX E&P/boeus$/boe4.575.435.555.385.415.435.46
Produccin
CrudoKb/d2,5462,6252,7552,8232,8932,9663,043
GasMpc/d10,55110,82511,08511,20111,32411,45311,589
Total Crudo y GasKboe/d4,3054,4294,6034,6904,7804,8754,974
% Crecimiento%2.00%2.88%3.93%1.89%1.92%1.99%2.03%
Produccin Total en BoeKboe1,575,6301,621,0141,684,6981,716,5401,749,4801,784,2501,820,484
RD / SHELL
Inversiones
Exploration expendituresus$M8501,1501,2251,2251,2251,2251,225
Development expendituresus$M4,1006,1006,3006,3006,3006,3006,300
Total Capital Expenditures E&Pus$M4,9507,2507,5257,5257,5257,5257,525
% Exploracin sobre Total Capital Expenditure%17.17%15.86%16.28%16.28%16.28%16.28%16.28%
Total Capital Expenditures Empresaus$M8,15011,15011,52511,52511,52511,52511,525
% E&P Capital Expenditures sobre Total%60.74%65.02%65.29%65.29%65.29%65.29%65.29%
CAPEX E&P/boeus$/boe4.025.675.435.194.884.774.64
Produccin
CrudoKb/d2,0702,0802,2352,3502,4952,5552,635
GasMpc/d7,7908,4909,2909,69010,29010,54010,790
Total Crudo y GasKboe/d3,3683,4953,7833,9654,2104,3124,433
% Crecimiento%5.00%3.77%8.24%4.81%6.18%2.42%2.81%
Produccin Total en BoeKboe1,232,6881,279,1701,384,5781,451,1901,540,8601,578,1921,622,478
CHEVRON
Inversiones
Exploration expendituresus$MNANANANANANANA
Development expendituresus$MNANANANANANANA
Total Capital Expenditures E&Pus$M3,4113,4413,6573,6043,6773,7553,839
% Exploracin sobre Total Capital Expenditure%NANANANANANANA
Total Capital Expenditures Empresaus$M4,5184,8915,5325,5425,6795,8245,977
% E&P Capital Expenditures sobre Total%75.50%70.35%66.11%65.03%64.75%64.47%64.23%
CAPEX E&P/boeus$/boe5.955.635.715.415.365.355.34
Produccin
CrudoKb/d1,1541,2481,3181,3871,4361,4751,517
GasMpc/d9049359851,0411,1011,1651,234
Total Crudo y GasKboe/d1,5661,6711,7491,8201,8731,9161,963
% Crecimiento%1.00%6.70%4.67%4.06%2.91%2.30%2.45%
Produccin Total en BoeKboe573,156611,586640,134666,120685,518701,256718,458
ENI
Inversiones
Exploration expendituresEuroM540540540540540540540
Development expendituresEuroM2,7002,7002,7002,7002,7002,7002,700
Total Capital Expenditures E&PEuroM3,2403,2403,2403,2403,2403,2403,240
% Exploracin sobre Total Capital Expenditure%16.67%16.67%16.67%16.67%16.67%16.67%16.67%
Total Capital Expenditures EmpresaEuroM5,4905,1405,1405,1405,1405,1405,140
% E&P Capital Expenditures sobre Total%59.02%63.04%63.04%63.04%63.04%63.04%63.04%
CAPEX E&P/boeus$/boe7.597.176.966.686.366.146.14
Produccin
CrudoKb/d745810845895950990990
GasMpc/d2,5342,5442,5642,5842,6442,7042,704
Total Crudo y GasKboe/d1,1671,2341,2721,3261,3911,4411,441
% Crecimiento%10.00%5.74%3.08%4.25%4.90%3.59%0.00%
Produccin Total en BoeKboe427,122451,644465,552485,316509,106527,406527,406
REPSOL YPF
Inversiones
Exploration expendituresEuroM225225225225225225225
Development expendituresEuroM1,5751,5751,5751,5751,5751,5751,575
Total Capital Expenditures E&PEuroM1,8001,8001,8001,8001,8001,8001,800
% Exploracin sobre Total Capital Expenditure%12.50%12.50%12.50%12.50%12.50%12.50%12.50%
Total Capital Expenditures EmpresaEuroM3,9253,9253,9253,9253,9253,9253,925
% E&P Capital Expenditures sobre Total%45.86%45.86%45.86%45.86%45.86%45.86%45.86%
CAPEX E&P/boeus$/boe4.744.464.23.83.473.333.33
Produccin
CrudoKb/d630670690720730730730
GasMpc/d2,4402,5902,8903,4404,1304,4804,480
Total Crudo y GasKboe/d1,0371,1021,1721,2931,4181,4771,477
% Crecimiento%63.00%6.27%6.35%10.32%9.67%4.16%0.00%
Produccin Total en BoeKboe379,542403,332428,952473,238518,988540,582540,582
TEXACO
Inversiones
Exploration expendituresus$M727797808659667675683
Development expendituresus$M2,2282,4342,4702,0192,0462,0732,102
Total Capital Expenditures E&Pus$M2,9553,2313,2782,6782,7132,7482,785
% Exploracin sobre Total Capital Expenditure%24.60%24.67%24.65%24.61%24.59%24.56%24.52%
Total Capital Expenditures Empresaus$M3,9864,6164,9884,5834,6914,8014,916
% E&P Capital Expenditures sobre Total%74.13%70.00%65.72%58.43%57.83%57.24%56.65%
CAPEX E&P/boeus$/boe7.277.817.585.955.915.875.82
Produccin
CrudoKb/d802810835860876892909
GasMpc/d1,8541,9252,0752,2142,2702,3282,389
Total Crudo y GasKboe/d1,1111,1311,1811,2291,2541,2801,307
% Crecimiento%-9.00%1.80%4.42%4.06%2.03%2.07%2.11%
Produccin Total en BoeKboe406,626413,946432,246449,814458,964468,480478,362
TOTALFINAELF
Inversiones
Exploration expendituresus$M700700700700700700700
Development expendituresus$M4,6004,6004,6004,6004,6004,6004,600
Total Capital Expenditures E&Pus$M5,3005,3005,3005,3005,3005,3005,300
% Exploracin sobre Total Capital Expenditure%13.21%13.21%13.21%13.21%13.21%13.21%13.21%
Total Capital Expenditures Empresaus$M8,0008,0008,0008,0008,0008,0008,000
% E&P Capital Expenditures sobre Total%66.25%66.25%66.25%66.25%66.25%66.25%66.25%
CAPEX E&P/boeus$/boe8.17.366.936.556.36.086.05
Produccin
CrudoKb/d1,2501,3681,4661,5661,6411,7111,722
GasMpc/d3,2283,6003,7503,8653,9454,0254,036
Total Crudo y GasKboe/d1,7881,9682,0912,2102,2992,3822,395
% Crecimiento%3.00%10.07%6.25%5.69%4.03%3.61%0.55%
Produccin Total en BoeKboe654,408720,288765,306808,860841,434871,812876,570
Total Crudo y Gas del GrupoKboe17,46718,52219,59820,56821,39922,16322,653
% Crecimiento%6.04%5.81%4.95%4.04%3.57%2.21%
Fuente: Essential Oils - Goldman Sachs - Febrero 2001
Produccin de Crudo y Gas
KBOEd
2000200120022003200420052006
BP3,1253,4923,7474,0354,1744,4804,663
Exxon4,3054,4294,6034,6904,7804,8754,974
RD/Shell3,3683,4953,7833,9654,2104,3124,433
Chevron1,5661,6711,7491,8201,8731,9161,963
ENI1,1671,2341,2721,3261,3911,4411,441
Repsol YPF1,0371,1021,1721,2931,4181,4771,477
Texaco1,1111,1311,1811,2291,2541,2801,307
TotalFina ELF1,7881,9682,0912,2102,2992,3822,395
Crecimiento Promedio6%6%5%4%4%2%
Capital Expenditures
MUS$
2000200120022003200420052006
BP6,0007,7507,7507,7507,7507,7507,750
Exxon7,2008,8009,3449,2359,4609,6929,931
RD/Shell4,9507,2507,5257,5257,5257,5257,525
Chevron3,4113,4413,6573,6043,6773,7553,839
ENI5,4905,1405,1405,1405,1405,1405,140
Repsol YPF1,8001,8001,8001,8001,8001,8001,800
Texaco2,9553,2313,2782,6782,7132,7482,785
TotalFina ELF5,3005,3005,3005,3005,3005,3005,300
0000000
0000000
0000000
0000000
0000000
0000000
0000000
0000000
2000
2001
2002
2003
2004
2005
2006
0000000
0000000
0000000
0000000
0000000
0000000
0000000
0000000
2000
2001
2002
2003
2004
2005
2006
CONFERENCIA REMON GIL
SEMINARIO INFRAESTRUCTURAS ENERGETICAS NECESARIAS PARA EL NUEVO MERCADO ESPAOL
ORGANIZA:CLUB ESPAOL DE LA ENERGIA
FECHA:27-Jun-01
PRECIOS DE GAS
Henry Hub Wellhead, LousianaPrecio Medio Ponderado Gas Propio en ArgentinaPrecio Medio Ponderado Gas Propio en ArgentinaPrecio Promedio Mensual Argentina por ProvinciaPrecio Promedio Mensual Argentina por Provincia
en US$/MMBTUen US$/Km3en US$/MMBTUen US$/Km3en US$/MMBTU
Time StampCloseFechaPrecioFechaPrecioFechaChubutJUJUYLa PampaMendozaNeuqunRo NegroSaltaSanta CruzTierra del FuegoFechaChubutJUJUYLa PampaMendozaNeuqunRo NegroSaltaSanta CruzTierra del Fuego
31-Jan-973.368231-Jan-9736.4336.2847.9746.5544.2144.6741.333.2634.2131-Jan-970.98690.98281.29951.2611.19761.21011.11880.9010.9267
28-Feb-972.13928-Feb-9736.43047.9746.4444.7744.8741.9333.434.6828-Feb-970.986901.29951.2581.21281.21551.13580.90480.9394
31-Mar-971.88731-Mar-9736.43047.9748.7144.1744.5742.0733.5834.7831-Mar-970.986901.29951.31951.19651.20741.13960.90960.9422
30-Apr-972.027730-Apr-9736.43047.9743.7244.9644.8741.8933.6434.5830-Apr-970.986901.29951.18431.21791.21551.13480.91130.9367
31-May-972.245231-May-9736.43049.8238.0248.2649.0642.7734.0634.4231-May-970.986901.34961.02991.30731.3291.15860.92270.9324
30-Jun-972.195730-Jun-9734.8936.2851.6634.248.6449.5643.0634.1934.7630-Jun-970.94510.98281.39940.92641.31761.34251.16650.92620.9416
31-Jul-972.182731-Jul-9734.8938.5651.6634.1949.349.842.9134.134.9531-Jul-970.94511.04461.39940.92621.33551.3491.16240.92370.9468
31-Aug-972.487131-Aug-9734.8938.5651.6642.2948.9849.3741.9334.2837.7231-Aug-970.94511.04461.39941.14561.32681.33741.13580.92861.0218
30-Sep-972.885230-Sep-9734.8938.5651.6642.1949.6349.1843.7334.0937.7830-Sep-970.94511.04461.39941.14291.34441.33221.18460.92351.0234
31-Oct-973.065731-Oct-9735.2736.2848.0642.7745.7945.4241.7833.937.9531-Oct-970.95540.98281.30191.15861.24041.23041.13180.91831.028
30-Nov-973.006130-Nov-9735.6636.2847.9743.3645.2245.0241.133.9337.6530-Nov-970.9660.98281.29951.17461.2251.21951.11340.91911.0199
31-Dec-972.344631-Dec-9735.6636.2847.9748.6445.1545.2135.9534.237.9731-Dec-970.9660.98281.29951.31761.22311.22470.97380.92641.0286
31-Jan-982.085531-Jan-9832.9236.2847.9745.5645.4844.4740.3233.8738.0431-Jan-980.89180.98281.29951.23421.2321.20461.09220.91751.0305
28-Feb-982.22928-Feb-9832.0236.2847.9744.8445.8744.6740.433.7941.1128-Feb-980.86740.98281.29951.21471.24261.21011.09440.91531.1136
31-Mar-982.242331-Mar-9831.8936.2747.9744.3745.5744.1739.4133.9537.7731-Mar-980.86390.98251.29951.20191.23441.19651.06760.91971.0232
30-Apr-982.429530-Apr-983236.2847.9742.7645.944.7940.0834.0437.6830-Apr-980.86680.98281.29951.15831.24341.21331.08570.92211.0207
31-May-982.138531-May-9835.6638.5651.6841.714848.641.1934.137.2931-May-980.9661.04461.41.12991.30031.31651.11580.92371.0101
30-Jun-982.169130-Jun-9835.6638.5651.664149.0448.5541.9934.0536.5330-Jun-980.9661.04461.39941.11061.32841.31521.13750.92240.9896
31-Jul-982.165931-Jul-9835.1538.5651.6648.8349.5348.0142.1833.9837.0431-Jul-980.95221.04461.39941.32281.34171.30051.14260.92051.0034
31-Aug-981.851431-Aug-9835.1438.5651.6639.8149.3448.9141.8834.3531.4931-Aug-980.95191.04461.39941.07841.33661.32491.13450.93050.853
30-Sep-982.019130-Sep-9835.66051.6641.6149.2348.942.0234.2231.2530-Sep-980.96601.39941.12721.33361.32471.13830.9270.8465
31-Oct-981.903231-Oct-9835.663547.9741.8945.3444.4340.5233.3631.2631-Oct-980.9660.94811.29951.13481.22821.20361.09760.90370.8468
30-Nov-982.101630-Nov-9835.593547.9742.4144.9444.6739.6433.431.3130-Nov-980.96410.94811.29951.14881.21741.21011.07380.90480.8482
31-Dec-981.721831-Dec-9832.173547.9741.7145.3744.6240.1233.5631.3531-Dec-980.87150.94811.29951.12991.2291.20871.08680.90910.8492
31-Jan-991.84931-Jan-9932.193547.9743.2345.5544.7439.834.2731.2431-Jan-990.8720.94811.29951.17111.23391.2121.07810.92830.8463
28-Feb-991.777428-Feb-9931.943547.9742.9445.5144.839.4933.3831.5528-Feb-990.86520.94811.29951.16321.23281.21361.06970.90420.8547
31-Mar-991.785731-Mar-9931.523547.9742.0345.5543.6239.6533.7131.431-Mar-990.85380.94811.29951.13861.23391.18161.07410.91320.8506
30-Apr-992.147630-Apr-9931.1235039.6745.6245.1340.3933.6531.5530-Apr-990.8430.948101.07461.23581.22251.09410.91150.8547
31-May-992.257531-May-9934.373847.9741.6348.5549.1642.5133.9730.9931-May-990.9311.02941.29951.12771.31521.33171.15160.92020.8395
30-Jun-992.300930-Jun-9934.753847.9741.4348.7848.9542.8434.2534.0330-Jun-990.94131.02941.29951.12231.32141.3261.16050.92780.9218
31-Jul-992.302431-Jul-9934.933851.6641.9349.0248.9842.9534.5733.2631-Jul-990.94621.02941.39941.13581.32791.32681.16350.93650.901
31-Aug-992.792731-Aug-9934.933851.6643.0148.7149.2642.5234.8128.9231-Aug-990.94621.02941.39941.16511.31951.33441.15180.9430.7834
30-Sep-992.544330-Sep-9936.993851.6644.4548.0648.5841.635.2631.8630-Sep-991.0021.02941.39941.20411.30191.3161.12690.95520.8631
31-Oct-992.727631-Oct-9932.273847.9743.8845.4845.5839.8434.0830.2531-Oct-990.87421.02941.29951.18871.2321.23471.07920.92320.8194
30-Nov-992.361530-Nov-9932.543547.9743.845.244.5239.6233.2226.2730-Nov-990.88150.94811.29951.18651.22441.2061.07330.89990.7116
31-Dec-992.354331-Dec-9944.6331-Dec-991.20931-Dec-9932.823551.6644.2844.7943.8739.3133.9327.5331-Dec-990.88910.94811.39941.19951.21331.18841.06490.91910.7458
31-Jan-002.417931-Jan-0043.0731-Jan-001.166731-Jan-0033.343547.9745.9744.6444.3839.633.7528.0931-Jan-000.90310.94811.29951.24531.20931.20221.07270.91430.7609
29-Feb-002.658529-Feb-0043.6129-Feb-001.181429-Feb-0033.023547.9745.6244.743.9539.9434.6428.4129-Feb-000.89450.94811.29951.23581.21091.19061.08190.93840.7696
31-Mar-002.79331-Mar-0043.531-Mar-001.178431-Mar-0034.343547.9745.3644.7943.7539.6935.0529.0631-Mar-000.93020.94811.29951.22881.21331.18511.07520.94950.7872
30-Apr-003.025330-Apr-0043.2830-Apr-001.172430-Apr-0036.013547.9744.0245.2443.3739.7734.6229.1130-Apr-000.97550.94811.29951.19251.22551.17481.07730.93780.7886
31-May-003.586831-May-0049.531-May-001.340931-May-0038.39385050.7353.2850.6344.1536.0729.8631-May-001.03991.02941.35451.37421.44331.37151.1960.97710.8089
30-Jun-004.297330-Jun-0049.9430-Jun-001.352830-Jun-0040.18385050.0853.5352.3944.3636.8730.7230-Jun-001.08841.02941.35451.35661.45011.41921.20170.99880.8322
31-Jul-003.99531-Jul-0051.2531-Jul-001.388331-Jul-0040.37385049.4554.8452.9144.2337.0631.131-Jul-001.09361.02941.35451.33961.48561.43331.19811.00390.8425
31-Aug-004.428331-Aug-0052.831-Aug-001.430331-Aug-0039.62385051.0753.35244.173740.9731-Aug-001.07331.02941.35451.38341.44381.40861.19651.00231.1098
30-Sep-005.057530-Sep-0050.2330-Sep-001.360730-Sep-0038.7385051.8752.8852.5143.0835.6240.8230-Sep-001.04831.02941.35451.40511.43251.42241.1670.96491.1058
31-Oct-005.013631-Oct-0046.9431-Oct-001.271631-Oct-0036.7535.55050.7949.8949.1441.9936.8941.4631-Oct-000.99550.96171.35451.37591.35151.33121.13750.99931.1231
30-Nov-005.52730-Nov-0046.1730-Nov-001.250730-Nov-0037.6635.55050.6848.8942.6141.5336.1441.8130-Nov-001.02020.96171.35451.37291.32441.15431.1250.9791.1326
31-Dec-008.896531-Dec-0046.8731-Dec-001.269731-Dec-0038.9835.55051.5948.8744.5441.2835.4941.5631-Dec-001.05590.96171.35451.39751.32381.20651.11820.96141.1258
Henry Hub Wellhead, LousianaPrecio Medio Ponderado Gas Propio en ArgentinaPrecio Medio Ponderado Gas Propio en ArgentinaPrecio Promedio Mensual Argentina por ProvinciaPrecio Promedio Mensual Argentina por Provincia
en US$/MMBTUen US$/Km3en US$/MMBTUen US$/Km3en US$/MMBTU
Time StampPromedioFechaPrecioFechaChubutJUJUYLa PampaMendozaNeuqunRo NegroSaltaSanta CruzTierra del FuegoFechaChubutJUJUYLa PampaMendozaNeuqunRo NegroSaltaSanta CruzTierra del Fuego
19972.48621997019970199735.6924.7649.3642.5946.5946.841.733.8935.9519970.96690.67061.33721.15371.26211.26781.12970.91790.974
19982.08811998019980199834.1333.749.5143.0446.9746.2340.8133.8935.1819980.92450.91281.34121.1661.27231.25241.10560.9180.9529
19992.26671999019990199933.3636.545.242.6946.7446.4340.8834.0930.7419990.90380.98871.22451.15641.2661.25781.10730.92350.8326
20004.3081200047.076720001.2803200037.2836.3849.3248.9449.5747.6841.9835.7734.4120001.00990.98541.33611.32561.34281.29161.13730.96890.9322
Variacin 1997/200073%NANA4%47%0%15%6%2%1%6%-4%4%47%0%15%6%2%1%6%-4%
Precio del Gas Natural para Distribuidores en Espaa
en Pesetas/te
19971.98
19981.7
19991.65
20002.85
2001 (1stQ)3.52
Variacin 1997/200078%
Arab HeavyIran HeavyForcadosBrentWTIArab Light
Variacin 1997/200063.53%56.00%47.04%48.66%47.02%57.07%
Henry Hub Wellhead, LousianaPrecio Prom Cca Neuquina
31-Jan-973.371.20
28-Feb-972.141.21
31-Mar-971.891.20
30-Apr-972.031.22
31-May-972.251.31
30-Jun-972.201.32
31-Jul-972.181.34
31-Aug-972.491.33
30-Sep-972.891.34
31-Oct-973.071.24
30-Nov-973.011.23
31-Dec-972.341.22
31-Jan-982.091.23
28-Feb-982.231.24
31-Mar-982.241.23
30-Apr-982.431.24
31-May-982.141.30
30-Jun-982.171.33
31-Jul-982.171.34
31-Aug-981.851.34
30-Sep-982.021.33
31-Oct-981.901.23
30-Nov-982.101.22
31-Dec-981.721.23
31-Jan-991.851.23
28-Feb-991.781.23
31-Mar-991.791.23
30-Apr-992.151.24
31-May-992.261.32
30-Jun-992.301.32
31-Jul-992.301.33
31-Aug-992.791.32
30-Sep-992.541.30
31-Oct-992.731.23
30-Nov-992.361.22
31-Dec-992.351.21
31-Jan-002.421.21
29-Feb-002.661.21
31-Mar-002.791.21
30-Apr-003.031.23
31-May-003.591.44
30-Jun-004.301.45
31-Jul-004.001.49
31-Aug-004.431.44
30-Sep-005.061.43
31-Oct-005.011.35
30-Nov-005.531.32
31-Dec-008.901.32
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
Henry Hub Wellhead, Lousiana
Precio Prom Cca Neuquina
COSTO por BOEBPTexacoTotalFinaElfConoco
Oferta 2000Finding & Development (excluding revisions)4.75.765.814.94
Mbd
76.88
OPEC30.87
Otros No OECD18.06
Otros OECD10.74
USA9.08
Ex URSS8.13
30.87
18.06
10.74
9.08
8.13
Grfico4
167.38836
482.495182
2538.087808
1977.05429
401.414238
Hoja1
CONFERENCIA REMON GIL
SEMINARIO INFRAESTRUCTURAS ENERGETICAS NECESARIAS PARA EL NUEVO MERCADO ESPAOL
ORGANIZA:CLUB ESPAOL DE LA ENERGIA
FECHA:27-Jun-01
BALANCE MUNDIAL DE CRUDO - PERIODO 1997-2000
Promedios Anuales - Millones de barriles diarios
199719981999200020012002
TOTAL OFERTA MUNDIAL73.6675.1374.1876.8877.1078.50
OECD19.8719.6819.3819.8219.1019.10
Estados Unidos9.469.288.999.088.909.00
Otros OECD10.4110.4010.3910.7410.2010.10
PRODUCTORES NO OECD53.7955.4554.8057.0658.0059.40
OPEC29.3530.4929.2830.8730.8031.40
Ex URSS7.227.267.658.138.708.90
Otros No OECD17.2217.7017.8718.0618.5019.10
OFERTA SIN OPEC44.3144.6444.9046.0146.3047.10
% OFERTA SIN OPEC S/TOTAL60%59%61%60%60%60%
OECD %27%26%26%26%25%24%
PRODUCTORES NO OECD %73%74%74%74%75%76%
OPEC40%41%39%40%40%40%
OTROS33%33%34%34%35%36%
TOTAL DEMANDA MUNDIAL73.1073.6174.9175.4276.8078.40
OECD41.8142.2642.8442.6843.4044.00
Estados Unidos18.6218.9219.5219.4820.3020.80
Otros OECD23.1923.3423.3223.2023.1023.20
PRODUCTORES NO OECD31.2931.3532.0732.7433.4034.40
China3.924.114.324.604.705.00
Ex URSS3.883.773.733.743.703.80
Otros No OECD23.4923.4724.0224.4025.0025.60
OECD %57%57%57%57%57%56%
PRODUCTORES NO OECD %43%43%43%43%43%44%
Graficar:
1. Evolucin del Balance Mundial
2. Detalle de la Oferta Mundial
3. Detalle de la Demanda Mundial
4. Porcentajes interesantes. Pueden ser dos o tres grficos en la misma hoja
Balance
199719981999200020012002199719981999200020012002
OECD19.8719.6819.3819.8219.1019.1041.8142.2642.8442.6843.4044.00
No OECD53.7955.4554.8057.0658.0059.4031.2931.3532.0732.7433.4034.40
Balance
199719981999200020012002
OfertaDemandaOfertaDemandaOfertaDemandaOfertaDemandaOfertaDemandaOfertaDemanda
OECD19.8741.8119.6842.2619.3842.8419.8242.6819.1043.4019.1044.00
No OECD53.7931.2955.4531.3554.8032.0757.0632.7458.0033.4059.4034.40
Oferta
199719981999200020012002
OECD19.8719.6819.3819.8219.1019.10
No OECD53.7955.4554.8057.0658.0059.40
Oferta
199719981999200020012002
OPEC29.3530.4929.2830.8730.8031.40
Otros No OECD17.2217.7017.8718.0618.5019.10
Otros OECD10.4110.4010.3910.7410.2010.10
USA9.469.288.999.088.909.00
EX URSS7.227.267.658.138.708.90
Demanda
199719981999200020012002
OECD41.8142.2642.8442.6843.4044.00
No OECD31.2931.3532.0732.7433.4034.40
Demanda
199719981999200020012002
USA18.6218.9219.5219.4820.3020.80
Otros OECD23.1923.3423.3223.2023.1023.20
China3.924.114.324.604.705.00
Ex URSS3.883.773.733.743.703.80
Otros No OECD23.4923.4724.0224.4025.0025.60
Hoja1
00
00
00
00
00
00
00
00
00
00
00
00
OECD
No OECD
Hoja2
00
00
00
00
00
00
OECD
No OECD
Produccion&Consumo
00000
00000
00000
00000
00000
00000
OPEC
Otros No OECD
Otros OECD
USA
EX URSS
Precioscrudoslivypes
00
00
00
00
00
00
OECD
No OECD
Participacin OECD
00000
00000
00000
00000
00000
00000
USA
Otros OECD
China
Ex URSS
Otros No OECD
TituloCostos
00
00
00
00
00
00
00
00
00
00
00
00
OECD
No OECD
MejoresDesempeosCostos
CONFERENCIA REMON GIL
SEMINARIO INFRAESTRUCTURAS ENERGETICAS NECESARIAS PARA EL NUEVO MERCADO ESPAOL
ORGANIZA:CLUB ESPAOL DE LA ENERGIA
FECHA:27-Jun-01
PROVED CRUDE OIL RESERVES
Billones de barriles a fin de ao
Variacin 1997/2000Porcentaje Ao 2000
1997199819992000
TOTAL1,045.401,049.201,034.501,046.600.1%100%
OECD99.20100.6082.8081.20-18%8%
Estados Unidos22.0022.6021.0021.80-1%2%
Otros OECD77.2078.0061.8059.40-23%6%
PRODUCTORES NO OECD946.20948.60951.70965.402%92%
OPEC806.00810.10812.20824.402%79%
Ex URSS57.0057.0057.0057.000%5%
Otros No OECD83.2081.5082.5084.001%8%
RESERVAS SIN OPEC239.40239.10222.30222.20-7%
% RESERVAS SIN OPEC S/TOTAL23%23%21%21%
OECD %9%10%8%8%
PRODUCTORES NO OECD %91%90%92%92%
OPEC77%77%79%79%
OTROS13%13%13%13%
WORLD NATURAL GAS RESERVES
Billones de metros cbicos a fin de ao
TpcVariacin 1997/2000Porcentaje Ao 2000
19971998199920002000
TOTAL149,215.00153,130.00152,865.00157,627.005,566.445.6%100%
OECD19,060.0018,945.0018,147.0018,403.00649.88-3%12%
Estados Unidos4,735.004,645.004,645.004,740.00167.390%3%157627100000000015762700000000035.31410000000000005,566
Otros OECD14,325.0014,300.0013,502.0013,663.00482.50-5%9%5.566439878E15
PRODUCTORES NO OECD130,155.00134,185.00134,718.00139,224.004,916.567%88%
OPEC65,021.0068,934.0068,057.0071,872.002,538.0911%46%
Ex URSS55,985.0055,985.0055,985.0055,985.001,977.050%36%
Otros No OECD9,149.009,266.0010,676.0011,367.00401.4124%7%
RESERVAS SIN OPEC84,194.0084,196.0084,808.0085,755.003,028.352%
% RESERVAS SIN OPEC S/TOTAL56%55%55%54%54%
OECD %13%12%12%12%12%
PRODUCTORES NO OECD %87%88%88%88%88%
OPEC44%45%45%46%46%
OTROS44%43%44%43%43%
Produc&CrecProduccion
BALANCE SIMPLIFICADO DE ENERGIA POR FUENTE
1015 Btu
199719981999
PRODUCCIN378.63380.36377.11
Petrleo149.01151.89149.72
Gas Natural84.0185.3987.31
Carbn92.5189.3684.90
Hidroelctrica26.7326.6827.10
Nuclear23.9024.4125.25
Otros2.472.632.83
Participacin Crudo s/Produccin39.36%39.93%39.70%
Participacin Gas s/Produccin22.19%22.45%23.15%
Participacin Crudo y Gas s/Produc.61.54%62.38%62.85%
OECD43.5943.2242.17
OECD Europa13.8313.7713.92
PetrleoGas NaturalCarbnHidroelctricaNueclearOtros
1997149.0184.01
1998151.8985.39
1999149.7287.31
199719981999
Petrleo149.01151.89149.72
Gas Natural84.0185.3987.31
Carbn92.5189.3684.90
Hidroelctrica26.7326.6827.10
Nuclear23.9024.4125.25
Otros2.472.632.83
199719981999
CONSUMO377.61377.52379.23
Petrleo148.34149.84152.20
Gas Natural83.8284.5086.89
Carbn92.1289.2684.77
Hidroelctrica26.9626.8827.29
Nuclear23.9024.4125.25
Otros2.472.632.83
199719981999
Petrleo148.34149.84152.2
Gas Natural83.8284.586.89
Carbn92.1289.2684.77
Hidroelctrica26.9626.8827.29
Nuclear23.924.4125.25
Otros2.472.632.83
Produc&CrecProduccion
000
000
000
000
000
000
1997
1998
1999
PreciosGas
000
000
000
000
000
000
1997
1998
1999
Oferta&DemandaCrudo
CRUDOS EN REUTERS
Arab HeavyIran HeavyForcadosBrentWTIArab LightArab HeavyIran HeavyForcadosBrentWTIArab Light
27.5 API30.8API29.4API38.3API39.6API33.4API
31-Jan-9720.4921.6424.2723.4825.1322.09
28-Feb-9717.0119.1921.4720.8322.1918.87
31-Mar-9715.6317.0319.0419.1220.9117.53
30-Apr-9714.2015.1117.4517.4819.7016.10
31-May-9715.3516.6419.2419.0820.8417.25
30-Jun-9713.7415.1817.7717.5519.2615.64
31-Jul-9714.3316.2918.7218.4319.6616.23
31-Aug-9714.7416.6218.9318.5619.9616.64
30-Sep-9715.0316.5318.7818.4119.8016.69
31-Oct-9716.5418.2820.0219.9121.2918.30
30-Nov-9715.3817.8819.3319.2320.1817.20
31-Dec-9713.4816.2717.3317.1418.3415.38
31-Jan-9811.8713.7415.2515.1416.7213.77
28-Feb-9811.2112.3114.0514.0216.0613.11
31-Mar-9810.2711.3512.9313.0815.1512.17
30-Apr-9810.2211.7413.3813.5215.4412.33
31-May-988.1112.2614.1214.4214.9111.11
30-Jun-987.6310.1511.6212.0813.7210.28
31-Jul-988.5810.0311.8312.0914.1710.98
31-Aug-987.9710.4111.9511.9513.4610.32
30-Sep-989.2211.8413.4013.4315.0311.73
31-Oct-988.9711.5012.8112.7114.4611.32
30-Nov-987.629.4211.0911.0312.979.89
31-Dec-986.188.369.869.8411.368.15
31-Jan-997.369.6011.1911.1712.529.31
28-Feb-996.938.7310.0610.2312.018.97
31-Mar-999.9210.9612.3112.5214.6811.76
30-Apr-9912.6513.7415.2215.2917.3114.40
31-May-9913.0113.6815.2415.2517.7214.76
30-Jun-9913.1714.3115.8215.8617.9214.92
31-Jul-9915.3517.5019.1219.1420.1017.10
31-Aug-9916.5518.6720.3020.3321.2818.30
30-Sep-9919.0420.9622.7022.5323.8020.79
31-Oct-9917.9420.3022.1321.9922.7019.69
30-Nov-9920.0522.9324.6424.5624.8921.80
31-Dec-9921.3523.8425.7325.5826.1023.10
31-Jan-0022.2423.7925.6025.3827.2624.04
29-Feb-0024.5626.1328.1227.9129.3726.41
31-Mar-0025.1025.8427.8127.3729.8426.95
30-Apr-0020.7321.1122.9422.6225.7222.58
31-May-0024.0626.0927.8627.6028.7925.91
30-Jun-0026.6828.1529.8329.7831.8228.53
31-Jul-0025.0827.0328.2128.5729.7026.93
31-Aug-0026.3428.5529.4130.2831.2628.19
30-Sep-0029.1331.4932.8932.7433.8830.98
31-Oct-0028.2729.3130.6630.9733.1130.18
30-Nov-0029.3330.9032.7132.5134.3131.18
31-Dec-0022.5524.0125.6225.0428.4424.73
31-Jan-0120.6323.8425.3625.7629.5924.33
28-Feb-0120.9925.8527.1727.5629.6124.56
31-Mar-0118.1622.8523.6724.3827.2521.39
30-Apr-0118.6124.0125.1125.5727.4920.91
31-May-0120.0226.6728.1328.4728.6322.00
Oferta&DemandaCrudo
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
Arab Heavy
Iran Heavy
Forcados
Brent
WTI
Arab Light
BALANCE SIMPLIFICADO DE ENERGIA POR FUENTE
1015 Btu
19901999
PRODUCCIN348.79377.11
Petrleo136.35149.72
Gas Natural75.9187.31212.26237.03
Carbn91.8784.90
Hidroelctrica22.5727.10
Nuclear20.3725.25
Otros1.722.83
OECD Produccin de Crudo y Gas69.6480.64
Participacin OECD s/Produccin19.97%21.38%
Resto80.03%78.62%
BALANCE SIMPLIFICADO DE ENERGIA POR FUENTE
1015 Btu
19901999
CONSUMO344.09379.23
Petrleo134.87152.20
Gas Natural74.5186.89209.38239.09
Carbn89.9684.77
Hidroelctrica22.6627.29
Nuclear20.3725.25
Otros1.722.83
OECD Consumo de Crudo y Gas118.70142.68
Participacin OECD s/Consumo34.50%37.62%
Resto65.50%62.38%
Produccin
19901999
Produccin Crudo y Gas212.26237.03348.79
Produccin Resto136.53140.08
Produccin OECD Crudo y Gas69.6480.6433%34%
Consumo
19901999
Consumo Crudo y Gas209.38239.09
Consumo Resto134.71140.14
Consumo OECD Crudo y Gas118.70142.6857%60%
00
00
Produccin Crudo y Gas
Produccin Resto
00
00
Consumo Crudo y Gas
Consumo Resto
CONFERENCIA REMON GIL
SEMINARIO INFRAESTRUCTURAS ENERGETICAS NECESARIAS PARA EL NUEVO MERCADO ESPAOL
ORGANIZA:CLUB ESPAOL DE LA ENERGIA
FECHA:27-Jun-01
COSTOS - PERIODO 1995 / 1999 - En US$/boe
Costos/Aos199519961997199819993-Aos5-Aos
Reserve Replacement Costs4.294.204.535.574.264.734.57
Finding & Development Cost (including revisions)4.474.444.896.004.665.174.91
Finding & Development Cost (excluding revisions)5.956.316.648.106.276.986.68
Proved Reserve Acquisition Costs3.283.363.504.203.613.723.63
Production Costs4.344.274.193.853.733.924.06
Fuente: Global E&P Trends 2000 - Arthur Andersen
COSTO por BOEBPTexacoTotalFinaElfConoco3-Aos
Finding & Development (excluding revisions)4.75.765.814.946.98
Production Costs3.83.742.433.92
MEJORES DESEMPEOS EN COSTOS - PERIODO 1997 / 1999 - MAJORS - En US$/boeFuente: Global E&P Trends 2000 - Arthur Andersen
$/BOE
BPRepsol-YPFShell Group (RD)TexacoElf Aquitaine3-Aos
Reserve Replacement3.703.513.273.703.644.73
BPShell Group (RD)TexacoTotalFinaElfElf Aquitaine3-Aos
Finding & Development (including revisions)4.273.503.953.963.665.17
BPTexacoTotalFinaElfConoco3-Aos
Finding & Development (excluding revisions)4.705.765.814.946.98
BPENI (AGIP)Shell Group (RD)Texaco3-Aos
Proved Reserve Acquisition Costs0.711.870.572.843.72
ChevronENI (AGIP)Elf Aquitaine3-Aos
Production Costs3.803.742.433.92
Fuente: Global E&P Trends 2000 - Arthur Andersen
Mejores Desempeos en Costos - PERIODO 1997 / 1999 - Majors - En US$/BOE
Reserve ReplacementFinding & Development (Includ Revisions)Finding & Development (Exclud Revisions)Proved Reserve Acquisiton CostsProduction Costs
BP3.704.274.700.71
Conoco4.94
Chevron3.80
ELF Aquitaine3.643.662.43
ENI (AGIP)1.873.74
Repsol-YPF3.51
Shell Group (RD)3.273.500.57
Texaco3.703.955.762.84
TotalFina ELF5.81
Promedio 3 Aos4.735.176.983.723.92
COSTO por BOEBPTexacoTotalFinaElfConoco
Finding & Development (excluding revisions)4.75.765.814.94
Production Costs3.83.742.433.92
CONFERENCIA REMON GIL
SEMINARIO INFRAESTRUCTURAS ENERGETICAS NECESARIAS PARA EL NUEVO MERCADO ESPAOL
ORGANIZA:CLUB ESPAOL DE LA ENERGIA
FECHA:27-Jun-01
EMPRESA E INDICADORESUnidad2000E2001E2002F2003F2004F2005F2006F
BP
Inversiones
Exploration expendituresus$M1,0001,0001,0001,0001,0001,0001,000
Development expendituresus$M5,0006,7506,7506,7506,7506,7506,750
Total Capital Expenditures E&Pus$M6,0007,7507,7507,7507,7507,7507,750
% Exploracin sobre Total Capital Expenditure%16.67%12.90%12.90%12.90%12.90%12.90%12.90%
Total Capital Expenditures Empresaus$M11,63013,15012,85012,85012,85012,85012,850
% E&P Capital Expenditures sobre Total%51.59%58.94%60.31%60.31%60.31%60.31%60.31%
CAPEX E&P/boeus$/boe5.256.065.655.255.074.734.54
Produccin
CrudoKb/d1,8582,0242,1182,2512,3202,4922,580
GasMpc/d7,6048,8059,77510,70511,12511,92512,500
Total Crudo y GasKboe/d3,1253,4923,7474,0354,1744,4804,663
% Crecimiento%10.00%11.74%7.30%7.69%3.44%7.33%4.08%
Produccin Total en BoeKboe1,143,7501,278,0721,371,4021,476,8101,527,6841,639,6801,706,658
EXXON MOBIL
Inversiones
Exploration expendituresus$MNANANANANANANA
Development expendituresus$MNANANANANANANA
Total Capital Expenditures E&Pus$M7,2008,8009,3449,2359,4609,6929,931
% Exploracin sobre Total Capital Expenditure%NANANANANANANA
Total Capital Expenditures Empresaus$M10,53713,40014,64414,74615,19215,65416,133
% E&P Capital Expenditures sobre Total%68.33%65.67%63.81%62.63%62.27%61.91%61.56%
CAPEX E&P/boeus$/boe4.575.435.555.385.415.435.46
Produccin
CrudoKb/d2,5462,6252,7552,8232,8932,9663,043
GasMpc/d10,55110,82511,08511,20111,32411,45311,589
Total Crudo y GasKboe/d4,3054,4294,6034,6904,7804,8754,974
% Crecimiento%2.00%2.88%3.93%1.89%1.92%1.99%2.03%
Produccin Total en BoeKboe1,575,6301,621,0141,684,6981,716,5401,749,4801,784,2501,820,484
RD / SHELL
Inversiones
Exploration expendituresus$M8501,1501,2251,2251,2251,2251,225
Development expendituresus$M4,1006,1006,3006,3006,3006,3006,300
Total Capital Expenditures E&Pus$M4,9507,2507,5257,5257,5257,5257,525
% Exploracin sobre Total Capital Expenditure%17.17%15.86%16.28%16.28%16.28%16.28%16.28%
Total Capital Expenditures Empresaus$M8,15011,15011,52511,52511,52511,52511,525
% E&P Capital Expenditures sobre Total%60.74%65.02%65.29%65.29%65.29%65.29%65.29%
CAPEX E&P/boeus$/boe4.025.675.435.194.884.774.64
Produccin
CrudoKb/d2,0702,0802,2352,3502,4952,5552,635
GasMpc/d7,7908,4909,2909,69010,29010,54010,790
Total Crudo y GasKboe/d3,3683,4953,7833,9654,2104,3124,433
% Crecimiento%5.00%3.77%8.24%4.81%6.18%2.42%2.81%
Produccin Total en BoeKboe1,232,6881,279,1701,384,5781,451,1901,540,8601,578,1921,622,478
CHEVRON
Inversiones
Exploration expendituresus$MNANANANANANANA
Development expendituresus$MNANANANANANANA
Total Capital Expenditures E&Pus$M3,4113,4413,6573,6043,6773,7553,839
% Exploracin sobre Total Capital Expenditure%NANANANANANANA
Total Capital Expenditures Empresaus$M4,5184,8915,5325,5425,6795,8245,977
% E&P Capital Expenditures sobre Total%75.50%70.35%66.11%65.03%64.75%64.47%64.23%
CAPEX E&P/boeus$/boe5.955.635.715.415.365.355.34
Produccin
CrudoKb/d1,1541,2481,3181,3871,4361,4751,517
GasMpc/d9049359851,0411,1011,1651,234
Total Crudo y GasKboe/d1,5661,6711,7491,8201,8731,9161,963
% Crecimiento%1.00%6.70%4.67%4.06%2.91%2.30%2.45%
Produccin Total en BoeKboe573,156611,586640,134666,120685,518701,256718,458
ENI
Inversiones
Exploration expendituresEuroM540540540540540540540
Development expendituresEuroM2,7002,7002,7002,7002,7002,7002,700
Total Capital Expenditures E&PEuroM3,2403,2403,2403,2403,2403,2403,240
% Exploracin sobre Total Capital Expenditure%16.67%16.67%16.67%16.67%16.67%16.67%16.67%
Total Capital Expenditures EmpresaEuroM5,4905,1405,1405,1405,1405,1405,140
% E&P Capital Expenditures sobre Total%59.02%63.04%63.04%63.04%63.04%63.04%63.04%
CAPEX E&P/boeus$/boe7.597.176.966.686.366.146.14
Produccin
CrudoKb/d745810845895950990990
GasMpc/d2,5342,5442,5642,5842,6442,7042,704
Total Crudo y GasKboe/d1,1671,2341,2721,3261,3911,4411,441
% Crecimiento%10.00%5.74%3.08%4.25%4.90%3.59%0.00%
Produccin Total en BoeKboe427,122451,644465,552485,316509,106527,406527,406
REPSOL YPF
Inversiones
Exploration expendituresEuroM225225225225225225225
Development expendituresEuroM1,5751,5751,5751,5751,5751,5751,575
Total Capital Expenditures E&PEuroM1,8001,8001,8001,8001,8001,8001,800
% Exploracin sobre Total Capital Expenditure%12.50%12.50%12.50%12.50%12.50%12.50%12.50%
Total Capital Expenditures EmpresaEuroM3,9253,9253,9253,9253,9253,9253,925
% E&P Capital Expenditures sobre Total%45.86%45.86%45.86%45.86%45.86%45.86%45.86%
CAPEX E&P/boeus$/boe4.744.464.23.83.473.333.33
Produccin
CrudoKb/d630670690720730730730
GasMpc/d2,4402,5902,8903,4404,1304,4804,480
Total Crudo y GasKboe/d1,0371,1021,1721,2931,4181,4771,477
% Crecimiento%63.00%6.27%6.35%10.32%9.67%4.16%0.00%
Produccin Total en BoeKboe379,542403,332428,952473,238518,988540,582540,582
TEXACO
Inversiones
Exploration expendituresus$M727797808659667675683
Development expendituresus$M2,2282,4342,4702,0192,0462,0732,102
Total Capital Expenditures E&Pus$M2,9553,2313,2782,6782,7132,7482,785
% Exploracin sobre Total Capital Expenditure%24.60%24.67%24.65%24.61%24.59%24.56%24.52%
Total Capital Expenditures Empresaus$M3,9864,6164,9884,5834,6914,8014,916
% E&P Capital Expenditures sobre Total%74.13%70.00%65.72%58.43%57.83%57.24%56.65%
CAPEX E&P/boeus$/boe7.277.817.585.955.915.875.82
Produccin
CrudoKb/d802810835860876892909
GasMpc/d1,8541,9252,0752,2142,2702,3282,389
Total Crudo y GasKboe/d1,1111,1311,1811,2291,2541,2801,307
% Crecimiento%-9.00%1.80%4.42%4.06%2.03%2.07%2.11%
Produccin Total en BoeKboe406,626413,946432,246449,814458,964468,480478,362
TOTALFINAELF
Inversiones
Exploration expendituresus$M700700700700700700700
Development expendituresus$M4,6004,6004,6004,6004,6004,6004,600
Total Capital Expenditures E&Pus$M5,3005,3005,3005,3005,3005,3005,300
% Exploracin sobre Total Capital Expenditure%13.21%13.21%13.21%13.21%13.21%13.21%13.21%
Total Capital Expenditures Empresaus$M8,0008,0008,0008,0008,0008,0008,000
% E&P Capital Expenditures sobre Total%66.25%66.25%66.25%66.25%66.25%66.25%66.25%
CAPEX E&P/boeus$/boe8.17.366.936.556.36.086.05
Produccin
CrudoKb/d1,2501,3681,4661,5661,6411,7111,722
GasMpc/d3,2283,6003,7503,8653,9454,0254,036
Total Crudo y GasKboe/d1,7881,9682,0912,2102,2992,3822,395
% Crecimiento%3.00%10.07%6.25%5.69%4.03%3.61%0.55%
Produccin Total en BoeKboe654,408720,288765,306808,860841,434871,812876,570
Total Crudo y Gas del GrupoKboe17,46718,52219,59820,56821,39922,16322,653
% Crecimiento%6.04%5.81%4.95%4.04%3.57%2.21%
Fuente: Essential Oils - Goldman Sachs - Febrero 2001
Produccin de Crudo y Gas
KBOEd
2000200120022003200420052006
BP3,1253,4923,7474,0354,1744,4804,663
Exxon4,3054,4294,6034,6904,7804,8754,974
RD/Shell3,3683,4953,7833,9654,2104,3124,433
Chevron1,5661,6711,7491,8201,8731,9161,963
ENI1,1671,2341,2721,3261,3911,4411,441
Repsol YPF1,0371,1021,1721,2931,4181,4771,477
Texaco1,1111,1311,1811,2291,2541,2801,307
TotalFina ELF1,7881,9682,0912,2102,2992,3822,395
Crecimiento Promedio6%6%5%4%4%2%
Capital Expenditures
MUS$
2000200120022003200420052006
BP6,0007,7507,7507,7507,7507,7507,750
Exxon7,2008,8009,3449,2359,4609,6929,931
RD/Shell4,9507,2507,5257,5257,5257,5257,525
Chevron3,4113,4413,6573,6043,6773,7553,839
ENI5,4905,1405,1405,1405,1405,1405,140
Repsol YPF1,8001,8001,8001,8001,8001,8001,800
Texaco2,9553,2313,2782,6782,7132,7482,785
TotalFina ELF5,3005,3005,3005,3005,3005,3005,300
0000000
0000000
0000000
0000000
0000000
0000000
0000000
0000000
2000
2001
2002
2003
2004
2005
2006
0000000
0000000
0000000
0000000
0000000
0000000
0000000
0000000
2000
2001
2002
2003
2004
2005
2006
CONFERENCIA REMON GIL
SEMINARIO INFRAESTRUCTURAS ENERGETICAS NECESARIAS PARA EL NUEVO MERCADO ESPAOL
ORGANIZA:CLUB ESPAOL DE LA ENERGIA
FECHA:27-Jun-01
PRECIOS DE GAS
Henry Hub Wellhead, LousianaPrecio Medio Ponderado Gas Propio en ArgentinaPrecio Medio Ponderado Gas Propio en ArgentinaPrecio Promedio Mensual Argentina por ProvinciaPrecio Promedio Mensual Argentina por Provincia
en US$/MMBTUen US$/Km3en US$/MMBTUen US$/Km3en US$/MMBTU
Time StampCloseFechaPrecioFechaPrecioFechaChubutJUJUYLa PampaMendozaNeuqunRo NegroSaltaSanta CruzTierra del FuegoFechaChubutJUJUYLa PampaMendozaNeuqunRo NegroSaltaSanta CruzTierra del Fuego
31-Jan-973.368231-Jan-9736.4336.2847.9746.5544.2144.6741.333.2634.2131-Jan-970.98690.98281.29951.2611.19761.21011.11880.9010.9267
28-Feb-972.13928-Feb-9736.43047.9746.4444.7744.8741.9333.434.6828-Feb-970.986901.29951.2581.21281.21551.13580.90480.9394
31-Mar-971.88731-Mar-9736.43047.9748.7144.1744.5742.0733.5834.7831-Mar-970.986901.29951.31951.19651.20741.13960.90960.9422
30-Apr-972.027730-Apr-9736.43047.9743.7244.9644.8741.8933.6434.5830-Apr-970.986901.29951.18431.21791.21551.13480.91130.9367
31-May-972.245231-May-9736.43049.8238.0248.2649.0642.7734.0634.4231-May-970.986901.34961.02991.30731.3291.15860.92270.9324
30-Jun-972.195730-Jun-9734.8936.2851.6634.248.6449.5643.0634.1934.7630-Jun-970.94510.98281.39940.92641.31761.34251.16650.92620.9416
31-Jul-972.182731-Jul-9734.8938.5651.6634.1949.349.842.9134.134.9531-Jul-970.94511.04461.39940.92621.33551.3491.16240.92370.9468
31-Aug-972.487131-Aug-9734.8938.5651.6642.2948.9849.3741.9334.2837.7231-Aug-970.94511.04461.39941.14561.32681.33741.13580.92861.0218
30-Sep-972.885230-Sep-9734.8938.5651.6642.1949.6349.1843.7334.0937.7830-Sep-970.94511.04461.39941.14291.34441.33221.18460.92351.0234
31-Oct-973.065731-Oct-9735.2736.2848.0642.7745.7945.4241.7833.937.9531-Oct-970.95540.98281.30191.15861.24041.23041.13180.91831.028
30-Nov-973.006130-Nov-9735.6636.2847.9743.3645.2245.0241.133.9337.6530-Nov-970.9660.98281.29951.17461.2251.21951.11340.91911.0199
31-Dec-972.344631-Dec-9735.6636.2847.9748.6445.1545.2135.9534.237.9731-Dec-970.9660.98281.29951.31761.22311.22470.97380.92641.0286
31-Jan-982.085531-Jan-9832.9236.2847.9745.5645.4844.4740.3233.8738.0431-Jan-980.89180.98281.29951.23421.2321.20461.09220.91751.0305
28-Feb-982.22928-Feb-9832.0236.2847.9744.8445.8744.6740.433.7941.1128-Feb-980.86740.98281.29951.21471.24261.21011.09440.91531.1136
31-Mar-982.242331-Mar-9831.8936.2747.9744.3745.5744.1739.4133.9537.7731-Mar-980.86390.98251.29951.20191.23441.19651.06760.91971.0232
30-Apr-982.429530-Apr-983236.2847.9742.7645.944.7940.0834.0437.6830-Apr-980.86680.98281.29951.15831.24341.21331.08570.92211.0207
31-May-982.138531-May-9835.6638.5651.6841.714848.641.1934.137.2931-May-980.9661.04461.41.12991.30031.31651.11580.92371.0101
30-Jun-982.169130-Jun-9835.6638.5651.664149.0448.5541.9934.0536.5330-Jun-980.9661.04461.39941.11061.32841.31521.13750.92240.9896
31-Jul-982.165931-Jul-9835.1538.5651.6648.8349.5348.0142.1833.9837.0431-Jul-980.95221.04461.39941.32281.34171.30051.14260.92051.0034
31-Aug-981.851431-Aug-9835.1438.5651.6639.8149.3448.9141.8834.3531.4931-Aug-980.95191.04461.39941.07841.33661.32491.13450.93050.853
30-Sep-982.019130-Sep-9835.66051.6641.6149.2348.942.0234.2231.2530-Sep-980.96601.39941.12721.33361.32471.13830.9270.8465
31-Oct-981.903231-Oct-9835.663547.9741.8945.3444.4340.5233.3631.2631-Oct-980.9660.94811.29951.13481.22821.20361.09760.90370.8468
30-Nov-982.101630-Nov-9835.593547.9742.4144.9444.6739.6433.431.3130-Nov-980.96410.94811.29951.14881.21741.21011.07380.90480.8482
31-Dec-981.721831-Dec-9832.173547.9741.7145.3744.6240.1233.5631.3531-Dec-980.87150.94811.29951.12991.2291.20871.08680.90910.8492
31-Jan-991.84931-Jan-9932.193547.9743.2345.5544.7439.834.2731.2431-Jan-990.8720.94811.29951.17111.23391.2121.07810.92830.8463
28-Feb-991.777428-Feb-9931.943547.9742.9445.5144.839.4933.3831.5528-Feb-990.86520.94811.29951.16321.23281.21361.06970.90420.8547
31-Mar-991.785731-Mar-9931.523547.9742.0345.5543.6239.6533.7131.431-Mar-990.85380.94811.29951.13861.23391.18161.07410.91320.8506
30-Apr-992.147630-Apr-9931.1235039.6745.6245.1340.3933.6531.5530-Apr-990.8430.948101.07461.23581.22251.09410.91150.8547
31-May-992.257531-May-9934.373847.9741.6348.5549.1642.5133.9730.9931-May-990.9311.02941.29951.12771.31521.33171.15160.92020.8395
30-Jun-992.300930-Jun-9934.753847.9741.4348.7848.9542.8434.2534.0330-Jun-990.94131.02941.29951.12231.32141.3261.16050.92780.9218
31-Jul-992.302431-Jul-9934.933851.6641.9349.0248.9842.9534.5733.2631-Jul-990.94621.02941.39941.13581.32791.32681.16350.93650.901
31-Aug-992.792731-Aug-9934.933851.6643.0148.7149.2642.5234.8128.9231-Aug-990.94621.02941.39941.16511.31951.33441.15180.9430.7834
30-Sep-992.544330-Sep-9936.993851.6644.4548.0648.5841.635.2631.8630-Sep-991.0021.02941.39941.20411.30191.3161.12690.95520.8631
31-Oct-992.727631-Oct-9932.273847.9743.8845.4845.5839.8434.0830.2531-Oct-990.87421.02941.29951.18871.2321.23471.07920.92320.8194
30-Nov-992.361530-Nov-9932.543547.9743.845.244.5239.6233.2226.2730-Nov-990.88150.94811.29951.18651.22441.2061.07330.89990.7116
31-Dec-992.354331-Dec-9944.6331-Dec-991.20931-Dec-9932.823551.6644.2844.7943.8739.3133.9327.5331-Dec-990.88910.94811.39941.19951.21331.18841.06490.91910.7458
31-Jan-002.417931-Jan-0043.0731-Jan-001.166731-Jan-0033.343547.9745.9744.6444.3839.633.7528.0931-Jan-000.90310.94811.29951.24531.20931.20221.07270.91430.7609
29-Feb-002.658529-Feb-0043.6129-Feb-001.181429-Feb-0033.023547.9745.6244.743.9539.9434.6428.4129-Feb-000.89450.94811.29951.23581.21091.19061.08190.93840.7696
31-Mar-002.79331-Mar-0043.531-Mar-001.178431-Mar-0034.343547.9745.3644.7943.7539.6935.0529.0631-Mar-000.93020.94811.29951.22881.21331.18511.07520.94950.7872
30-Apr-003.025330-Apr-0043.2830-Apr-001.172430-Apr-0036.013547.9744.0245.2443.3739.7734.6229.1130-Apr-000.97550.94811.29951.19251.22551.17481.07730.93780.7886
31-May-003.586831-May-0049.531-May-001.340931-May-0038.39385050.7353.2850.6344.1536.0729.8631-May-001.03991.02941.35451.37421.44331.37151.1960.97710.8089
30-Jun-004.297330-Jun-0049.9430-Jun-001.352830-Jun-0040.18385050.0853.5352.3944.3636.8730.7230-Jun-001.08841.02941.35451.35661.45011.41921.20170.99880.8322
31-Jul-003.99531-Jul-0051.2531-Jul-001.388331-Jul-0040.37385049.4554.8452.9144.2337.0631.131-Jul-001.09361.02941.35451.33961.48561.43331.19811.00390.8425
31-Aug-004.428331-Aug-0052.831-Aug-001.430331-Aug-0039.62385051.0753.35244.173740.9731-Aug-001.07331.02941.35451.38341.44381.40861.19651.00231.1098
30-Sep-005.057530-Sep-0050.2330-Sep-001.360730-Sep-0038.7385051.8752.8852.5143.0835.6240.8230-Sep-001.04831.02941.35451.40511.43251.42241.1670.96491.1058
31-Oct-005.013631-Oct-0046.9431-Oct-001.271631-Oct-0036.7535.55050.7949.8949.1441.9936.8941.4631-Oct-000.99550.96171.35451.37591.35151.33121.13750.99931.1231
30-Nov-005.52730-Nov-0046.1730-Nov-001.250730-Nov-0037.6635.55050.6848.8942.6141.5336.1441.8130-Nov-001.02020.96171.35451.37291.32441.15431.1250.9791.1326
31-Dec-008.896531-Dec-0046.8731-Dec-001.269731-Dec-0038.9835.55051.5948.8744.5441.2835.4941.5631-Dec-001.05590.96171.35451.39751.32381.20651.11820.96141.1258
Henry Hub Wellhead, LousianaPrecio Medio Ponderado Gas Propio en ArgentinaPrecio Medio Ponderado Gas Propio en ArgentinaPrecio Promedio Mensual Argentina por ProvinciaPrecio Promedio Mensual Argentina por Provincia
en US$/MMBTUen US$/Km3en US$/MMBTUen US$/Km3en US$/MMBTU
Time StampPromedioFechaPrecioFechaChubutJUJUYLa PampaMendozaNeuqunRo NegroSaltaSanta CruzTierra del FuegoFechaChubutJUJUYLa PampaMendozaNeuqunRo NegroSaltaSanta CruzTierra del Fuego
19972.48621997019970199735.6924.7649.3642.5946.5946.841.733.8935.9519970.96690.67061.33721.15371.26211.26781.12970.91790.974
19982.08811998019980199834.1333.749.5143.0446.9746.2340.8133.8935.1819980.92450.91281.34121.1661.27231.25241.10560.9180.9529
19992.26671999019990199933.3636.545.242.6946.7446.4340.8834.0930.7419990.90380.98871.22451.15641.2661.25781.10730.92350.8326
20004.3081200047.076720001.2803200037.2836.3849.3248.9449.5747.6841.9835.7734.4120001.00990.98541.33611.32561.34281.29161.13730.96890.9322
Variacin 1997/200073%NANA4%47%0%15%6%2%1%6%-4%4%47%0%15%6%2%1%6%-4%
Precio del Gas Natural para Distribuidores en Espaa
en Pesetas/te
19971.98
19981.7
19991.65
20002.85
2001 (1stQ)3.52
Variacin 1997/200078%
Arab HeavyIran HeavyForcadosBrentWTIArab Light
Variacin 1997/200063.53%56.00%47.04%48.66%47.02%57.07%
Henry Hub Wellhead, LousianaPrecio Prom Cca Neuquina
31-Jan-973.371.20
28-Feb-972.141.21
31-Mar-971.891.20
30-Apr-972.031.22
31-May-972.251.31
30-Jun-972.201.32
31-Jul-972.181.34
31-Aug-972.491.33
30-Sep-972.891.34
31-Oct-973.071.24
30-Nov-973.011.23
31-Dec-972.341.22
31-Jan-982.091.23
28-Feb-982.231.24
31-Mar-982.241.23
30-Apr-982.431.24
31-May-982.141.30
30-Jun-982.171.33
31-Jul-982.171.34
31-Aug-981.851.34
30-Sep-982.021.33
31-Oct-981.901.23
30-Nov-982.101.22
31-Dec-981.721.23
31-Jan-991.851.23
28-Feb-991.781.23
31-Mar-991.791.23
30-Apr-992.151.24
31-May-992.261.32
30-Jun-992.301.32
31-Jul-992.301.33
31-Aug-992.791.32
30-Sep-992.541.30
31-Oct-992.731.23
30-Nov-992.361.22
31-Dec-992.351.21
31-Jan-002.421.21
29-Feb-002.661.21
31-Mar-002.791.21
30-Apr-003.031.23
31-May-003.591.44
30-Jun-004.301.45
31-Jul-004.001.49
31-Aug-004.431.44
30-Sep-005.061.43
31-Oct-005.011.35
30-Nov-005.531.32
31-Dec-008.901.32
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Henry Hub Wellhead, Lousiana
Precio Prom Cca Neuquina
COSTO por BOEBPTexacoTotalFinaElfConoco
Oferta 2000Finding & Development (excluding revisions)4.75.765.814.94
Mbd
76.88
OPEC30.87
Otros No OECD18.06
Otros OECD10.74
USA9.08
Ex URSS8.13
30.87
18.06
10.74
9.08
8.13
7 Mayo 2002
RESERVAS MUNDIALES CRUDO FIN AO 2000(109 Bbl)Fuente: Energy Review BP 2001
7 Mayo 2002
EVOLUCIN RESERVAS DE CRUDO
Fuente: Energy Review BP 2001
La Competencia por los Recursos.UIMP.iaf
7 Mayo 2002
DURACIN DE LAS RESERVAS DE CRUDORatio Mundial de Reservas/ProduccinRatio por Areas de Reservas/ProduccinAosAos Fuente: Energy Review BP 2001
En el caso del gas la situacin es similar.
Aunque en trminos de duracin, produciendo al ritmo actual y sin ningn nuevo descubrimiento las reservas mundiales duraran 61 aos.La distribucin geogrfica es igualmente asimtrica como la del crudo.Destaca Oriente Medio con reservas para mas de 260 aos, y Norteamrica y Europa con un ratio de 10 y 19 aos respectivamente.Las tensiones derivadas de la situacin poltica y econmica mundial se reflejan en el precio. En el siguiente grfico se pueden observar algunos ejemplos.
7 Mayo 2002
LAS RESERVAS DE HIDROCARBUROS (2)A lo largo de los ltimos aos las reservas de crudo estn estabilizadas en el entorno de un billn de barriles (140 millardos de tep) y las de gas en 145 billones de m3.No es previsible descubrir nuevas provincias de crudo y gas en los aos venideros, suficientes como para modificar la distribucin actual de las reservas mundiales.La tecnologa actual, nicamente permite recuperar aproximadamente un 1/3 de los recursos descubiertos de crudo, el resto, casi 2/3 permanecen en el subsuelo.En el caso del gas se recupera casi el 2/3 de los recursos descubiertos, 1/3 permanece en el subsuelo.Una gran parte de las nuevas reservas mundiales de crudo provendrn de incrementar el factor de recuperacin de los yacimientos ya conocidos.
La Competencia por los Recursos.UIMP.iaf
7 Mayo 2002
RESERVAS MUNDIALES GAS FIN AO 2000(TM3)Fuente: Energy Review BP 2001
7 Mayo 2002
EVOLUCIN RESERVAS DE GAS
Fuente: Energy Review BP 2001
La Competencia por los Recursos.UIMP.iaf
7 Mayo 2002
DURACIN DE LAS RESERVAS DE GASRatio Mundial de Reservas/ProduccinRatio por Areas de Reservas/ProduccinAosAos Fuente: Energy Review BP 2001
En el caso del gas la situacin es similar.
Aunque en trminos de duracin, produciendo al ritmo actual y sin ningn nuevo descubrimiento las reservas mundiales duraran 61 aos.La distribucin geogrfica es igualmente asimtrica como la del crudo.Destaca Oriente Medio con reservas para mas de 260 aos, y Norteamrica y Europa con un ratio de 10 y 19 aos respectivamente.Las tensiones derivadas de la situacin poltica y econmica mundial se reflejan en el precio. En el siguiente grfico se pueden observar algunos ejemplos.
7 Mayo 2002
PRINCIPALES EMPRESAS Y SU PARTICIPACION EN E&P Y R&MUPSTREAMDOWNSTREAM19,1%80,9%55,3%44,7%Empresas Estatales(Participacin estatal > 50%)Fuente: Petroleum Intelligence Weekly para una seleccin de 50 empresas, Diciembre 2001
7 Mayo 2002
EMPRESAS ESTATALES: PRODUCCION Y RESERVAS DE HIDROCARBUROSSaudi AramcoArabia SaudiNIOCIran INOCIrakKPCKuwaitPDVVenezuelaADNOCUEAQatar PetroleumQatarSonatrachArgeliaPemexMexicoLybia NOCLibiaNNPCNigeriaPetrochinaChinaPetronasMalasia10010010010010010010010010010010090100297.248225.083130.800105.283102.28389.14078.83334.69134.10431.33325.90716.45413.3409.3654.7632.6561.8073.9791.9421.3202.7504.2301.4251.4192.3211.098Fuente: Petroleum Intelligence Weekly para una seleccin de 50 empresas, Diciembre 2001
7 Mayo 2002
EMPRESAS PRIVADAS: PRODUCCION Y RESERVAS de HIDROCARBUROSFuente: Petroleum Intelligence Weekly para una seleccin de 50 empresas, Diciembre 2001GazpromRusia8.607Exxon MobilEstados Unidos4.277RD/ShellRU&Pases Bajos3.643BPReino Unido3.196TotalFinaElfFrancia2.059LukoilRusia1.639ChevronEstados Unidos1.571PetrobrasBrasil1.565EniItalia1.187TexacoEstados Unidos1.111SugutneftegasRusia992PhillipsEstados Unidos829ConocoEstados Unidos746COMPAAPAISRESERVAS 2000 (MBOE) PRODUCCIN 2000 (KBOED)121.35221.48219.13214.96310.41114.5736.5939.7636.0994.900YukosRusia1.00912.2019.0815.0192.647
-
3.- Produccin y Consumo de Hidrocarburos
7 Mayo 2002
Participacin de la Produccinde Crudo y GasParticipacin del Consumode Crudo y GasFuente: EIA, Febrero 2001PRODUCCIN Y CONSUMO MUNDIAL DE ENERGA1015 BTU
Grfico44
209.38134.71
239.09140.14
Consumo Crudo y Gas
Consumo Resto
Hoja1
CONFERENCIA REMON GIL
SEMINARIO INFRAESTRUCTURAS ENERGETICAS NECESARIAS PARA EL NUEVO MERCADO ESPAOL
ORGANIZA:CLUB ESPAOL DE LA ENERGIA
FECHA:27-Jun-01
BALANCE MUNDIAL DE CRUDO - PERIODO 1997-2000
Promedios Anuales - Millones de barriles diarios
199719981999200020012002
TOTAL OFERTA MUNDIAL73.6675.1374.1876.8877.1078.50
OECD19.8719.6819.3819.8219.1019.10
Estados Unidos9.469.288.999.088.909.00
Otros OECD10.4110.4010.3910.7410.2010.10
PRODUCTORES NO OECD53.7955.4554.8057.0658.0059.40
OPEC29.3530.4929.2830.8730.8031.40
Ex URSS7.227.267.658.138.708.90
Otros No OECD17.2217.7017.8718.0618.5019.10
OFERTA SIN OPEC44.3144.6444.9046.0146.3047.10
% OFERTA SIN OPEC S/TOTAL60%59%61%60%60%60%
OECD %27%26%26%26%25%24%
PRODUCTORES NO OECD %73%74%74%74%75%76%
OPEC40%41%39%40%40%40%
OTROS33%33%34%34%35%36%
TOTAL DEMANDA MUNDIAL73.1073.6174.9175.4276.8078.40
OECD41.8142.2642.8442.6843.4044.00
Estados Unidos18.6218.9219.5219.4820.3020.80
Otros OECD23.1923.3423.3223.2023.1023.20
PRODUCTORES NO OECD31.2931.3532.0732.7433.4034.40
China3.924.114.324.604.705.00
Ex URSS3.883.773.733.743.703.80
Otros No OECD23.4923.4724.0224.4025.0025.60
OECD %57%57%57%57%57%56%
PRODUCTORES NO OECD %43%43%43%43%43%44%
Graficar:
1. Evolucin del Balance Mundial
2. Detalle de la Oferta Mundial
3. Detalle de la Demanda Mundial
4. Porcentajes interesantes. Pueden ser dos o tres grficos en la misma hoja
Balance
199719981999200020012002199719981999200020012002
OECD19.8719.6819.3819.8219.1019.1041.8142.2642.8442.6843.4044.00
No OECD53.7955.4554.8057.0658.0059.4031.2931.3532.0732.7433.4034.40
Balance
199719981999200020012002
OfertaDemandaOfertaDemandaOfertaDemandaOfertaDemandaOfertaDemandaOfertaDemanda
OECD19.8741.8119.6842.2619.3842.8419.8242.6819.1043.4019.1044.00
No OECD53.7931.2955.4531.3554.8032.0757.0632.7458.0033.4059.4034.40
Oferta
199719981999200020012002
OECD19.8719.6819.3819.8219.1019.10
No OECD53.7955.4554.8057.0658.0059.40
Oferta
199719981999200020012002
No OECD - OPEC29.3530.4929.2830.8730.8031.40
Otros No OECD17.2217.7017.8718.0618.5019.10
Otros OECD10.4110.4010.3910.7410.2010.10
OECD-USA9.469.288.999.088.909.00
No OECD - EX URSS7.227.267.658.138.708.90
Demanda
199719981999200020012002
OECD41.8142.2642.8442.6843.4044.00
No OECD31.2931.3532.0732.7433.4034.40
Demanda
199719981999200020012002
OECD-USA18.6218.9219.5219.4820.3020.80
Otros OECD23.1923.3423.3223.2023.1023.20
No OECD - China3.924.114.324.604.705.00
No OECD - Ex URSS3.883.773.733.743.703.80
Otros No OECD23.4923.4724.0224.4025.0025.60
Hoja1
00
00
00
00
00
00
00
00
00
00
00
00
OECD
No OECD
Produccion&Consumo
00
00
00
00
00
00
OECD
No OECD
Precioscrudoslivypes
00000
00000
00000
00000
00000
00000
No OECD - OPEC
Otros No OECD
Otros OECD
OECD-USA
No OECD - EX URSS
Participacin OECD
00
00
00
00
00
00
OECD
No OECD
TituloCostos
00000
00000
00000
00000
00000
00000
OECD-USA
Otros OECD
No OECD - China
No OECD - Ex URSS
Otros No OECD
00
00
00
00
00
00
00
00
00
00
00
00
OECD
No OECD
BALANCE SIMPLIFICADO DE ENERGIA POR FUENTE
1015 Btu
199719981999
PRODUCCIN378.63380.36377.11
Petrleo149.01151.89149.72
Gas Natural84.0185.3987.31
Carbn92.5189.3684.90
Hidroelctrica26.7326.6827.10
Nuclear23.9024.4125.25
Otros2.472.632.83
Participacin Crudo s/Produccin39.36%39.93%39.70%
Participacin Gas s/Produccin22.19%22.45%23.15%
Participacin Crudo y Gas s/Produc.61.54%62.38%62.85%
OECD43.5943.2242.17
OECD Europa13.8313.7713.92
PetrleoGas NaturalCarbnHidroelctricaNueclearOtros
1997149.0184.01
1998151.8985.39
1999149.7287.31
199719981999
Petrleo149.01151.89149.72
Gas Natural84.0185.3987.31
Carbn92.5189.3684.90
Hidroelctrica26.7326.6827.10
Nuclear23.9024.4125.25
Otros2.472.632.83
199719981999
CONSUMO377.61377.52379.23
Petrleo148.34149.84152.20
Gas Natural83.8284.5086.89
Carbn92.1289.2684.77
Hidroelctrica26.9626.8827.29
Nuclear23.9024.4125.25
Otros2.472.632.83
199719981999
Petrleo148.34149.84152.2
Gas Natural83.8284.586.89
Carbn92.1289.2684.77
Hidroelctrica26.9626.8827.29
Nuclear23.924.4125.25
Otros2.472.632.83
000
000
000
000
000
000
1997
1998
1999
000
000
000
000
000
000
1997
1998
1999
CRUDOS EN REUTERS
Arab HeavyIran HeavyForcadosBrentWTIArab LightArab HeavyIran HeavyForcadosBrentWTIArab Light
27.5 API30.8API29.4API38.3API39.6API33.4API
31-Jan-9720.4921.6424.2723.4825.1322.09
28-Feb-9717.0119.1921.4720.8322.1918.87
31-Mar-9715.6317.0319.0419.1220.9117.53
30-Apr-9714.2015.1117.4517.4819.7016.10
31-May-9715.3516.6419.2419.0820.8417.25
30-Jun-9713.7415.1817.7717.5519.2615.64
31-Jul-9714.3316.2918.7218.4319.6616.23
31-Aug-9714.7416.6218.9318.5619.9616.64
30-Sep-9715.0316.5318.7818.4119.8016.69
31-Oct-9716.5418.2820.0219.9121.2918.30
30-Nov-9715.3817.8819.3319.2320.1817.20
31-Dec-9713.4816.2717.3317.1418.3415.38
31-Jan-9811.8713.7415.2515.1416.7213.77
28-Feb-9811.2112.3114.0514.0216.0613.11
31-Mar-9810.2711.3512.9313.0815.1512.17
30-Apr-9810.2211.7413.3813.5215.4412.33
31-May-988.1112.2614.1214.4214.9111.11
30-Jun-987.6310.1511.6212.0813.7210.28
31-Jul-988.5810.0311.8312.0914.1710.98
31-Aug-987.9710.4111.9511.9513.4610.32
30-Sep-989.2211.8413.4013.4315.0311.73
31-Oct-988.9711.5012.8112.7114.4611.32
30-Nov-987.629.4211.0911.0312.979.89
31-Dec-986.188.369.869.8411.368.15
31-Jan-997.369.6011.1911.1712.529.31
28-Feb-996.938.7310.0610.2312.018.97
31-Mar-999.9210.9612.3112.5214.6811.76
30-Apr-9912.6513.7415.2215.2917.3114.40
31-May-9913.0113.6815.2415.2517.7214.76
30-Jun-9913.1714.3115.8215.8617.9214.92
31-Jul-9915.3517.5019.1219.1420.1017.10
31-Aug-9916.5518.6720.3020.3321.2818.30
30-Sep-9919.0420.9622.7022.5323.8020.79
31-Oct-9917.9420.3022.1321.9922.7019.69
30-Nov-9920.0522.9324.6424.5624.8921.80
31-Dec-9921.3523.8425.7325.5826.1023.10
31-Jan-0022.2423.7925.6025.3827.2624.04
29-Feb-0024.5626.1328.1227.9129.3726.41
31-Mar-0025.1025.8427.8127.3729.8426.95
30-Apr-0020.7321.1122.9422.6225.7222.58
31-May-0024.0626.0927.8627.6028.7925.91
30-Jun-0026.6828.1529.8329.7831.8228.53
31-Jul-0025.0827.0328.2128.5729.7026.93
31-Aug-0026.3428.5529.4130.2831.2628.19
30-Sep-0029.1331.4932.8932.7433.8830.98
31-Oct-0028.2729.3130.6630.9733.1130.18
30-Nov-0029.3330.9032.7132.5134.3131.18
31-Dec-0022.5524.0125.6225.0428.4424.73
31-Jan-0120.6323.8425.3625.7629.5924.33
28-Feb-0120.9925.8527.1727.5629.6124.56
31-Mar-0118.1622.8523.6724.3827.2521.39
30-Apr-0118.6124.0125.1125.5727.4920.91
31-May-0120.0226.6728.1328.4728.6322.00
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
000000
Arab Heavy
Iran Heavy
Forcados
Brent
WTI
Arab Light
BALANCE SIMPLIFICADO DE ENERGIA POR FUENTE
1015 Btu
19901999
PRODUCCIN348.79377.11
Petrleo136.35149.72
Gas Natural75.9187.31212.26237.03
Carbn91.8784.90
Hidroelctrica22.5727.10
Nuclear20.3725.25
Otros1.722.83
OECD Produccin de Crudo y Gas69.6480.64
Participacin OECD s/Produccin19.97%21.38%
Resto80.03%78.62%
BALANCE SIMPLIFICADO DE ENERGIA POR FUENTE
1015 Btu
19901999
CONSUMO344.09379.23
Petrleo134.87152.20
Gas Natural74.5186.89209.38239.09
Carbn89.9684.77
Hidroelctrica22.6627.29
Nuclear20.3725.25
Otros1.722.83
OECD Consumo de Crudo y Gas118.70142.68
Participacin OECD s/Consumo34.50%37.62%
Resto65.50%62.38%
Produccin
19901999
Produccin Crudo y Gas212.26237.03348.79
Produccin Resto136.53140.08
Produccin OECD Crudo y Gas69.6480.6433%34%
Consumo
19901999
Consumo Crudo y Gas209.38239.09
Consumo Resto134.71140.14
Consumo OECD Crudo y Gas118.70142.6857%60%
00
00
Produccin Crudo y Gas
Produccin Resto
00
00
Consumo Crudo y Gas
Consumo Resto
CONFERENCIA REMON GIL
SEMINARIO INFRAESTRUCTURAS ENERGETICAS NECESARIAS PARA EL NUEVO MERCADO ESPAOL
ORGANIZA:CLUB ESPAOL DE LA ENERGIA
FECHA:27-Jun-01
COSTOS - PERIODO 1995 / 1999 - En US$/boe
Costos/Aos199519961997199819993-Aos5-Aos
Reserve Replacement Costs4.294.204.535.574.264.734.57
Finding & Development Cost (including revisions)4.474.444.896.004.665.174.91
Finding & Development Cost (excluding revisions)5.956.316.648.106.276.986.68
Proved Reserve Acquisition Costs3.283.363.504.203.613.723.63
Production Costs4.344.274.193.853.733.924.06
Fuente: Global E&P Trends 2000 - Arthur Andersen
Grfico43
212.26136.53
237.03140.08
Produccin Crudo y Gas
Produccin Resto
Hoja1
CONFERENCIA REMON GIL
SEMINARIO INFRAESTRUCTURAS ENERGETICAS NECESARIAS PARA EL NUEVO MERCADO ESPAOL
ORGANIZA:CLUB ESPAOL DE LA ENERGIA
FECHA:27-Jun-01
BALANCE MUNDIAL DE CRUDO - PERIODO 1997-2000
Promedios Anuales - Millones de barriles diarios
199719981999200020012002
TOTAL OFERTA MUNDIAL73.6675.1374.1876.8877.1078.50
OECD19.8719.6819.3819.8219.1019.10
Estados Unidos9.469.288.999.088.909.00
Otros OECD10.4110.4010.3910.7410.2010.10
PRODUCTORES NO OECD53.7955.4554.8057.0658.0059.40
OPEC29.3530.4929.2830.8730.8031.40
Ex URSS7.227.267.658.138.708.90
Otros No OECD17.2217.7017.8718.0618.5019.10
OFERTA SIN OPEC44.3144.6444.9046.0146.3047.10
% OFERTA SIN OPEC S/TOTAL60%59%61%60%60%60%
OECD %27%26%26%26%25%24%
PRODUCTORES NO OECD %73%74%74%74%75%76%
OPEC40%41%39%40%40%40%
OTROS33%33%34%34%35%36%
TOTAL DEMANDA MUNDIAL73.1073.6174.9175.4276.8078.40
OECD41.8142.2642.8442.6843.4044.00
Estados Unidos18.6218.9219.5219.4820.3020.80
Otros OECD23.1923.3423.3223.2023.1023.20
PRODUCTORES NO OECD31.2931.3532.0732.7433.4034.40
China3.924.114.324.604.705.00
Ex URSS3.883.773.733.743.703.80
Otros No OECD23.4923.4724.0224.4025.0025.60
OECD %57%57%57%57%57%56%
PRODUCTORES NO OECD %43%43%43%43%43%44%
Graficar:
1. Evolucin del Balance Mundial
2. Detalle de la Oferta Mundial
3. Detalle de la Demanda Mundial
4. Porcentajes interesantes. Pueden ser dos o tres grficos en la misma hoja
Balance
199719981999200020012002199719981999200020012002
OECD19.8719.6819.3819.8219.1019.1041.8142.2642.8442.6843.4044.00
No OECD53.7955.4554.8057.0658.0059.4031.2931.3532.0732.7433.4034.40
Balance
199719981999200020012002
OfertaDemandaOfertaDemandaOfertaDemandaOfertaDemandaOfertaDemandaOfertaDemanda
OECD19.8741.8119.6842.2619.3842.8419.8242.6819.1043.4019.1044.00
No OECD53.7931.2955.4531.3554.8032.0757.0632.7458.0033.4059.4034.40
Oferta
199719981999200020012002
OECD19.8719.6819.3819.8219.1019.10
No OECD53.7955.4554.8057.0658.0059.40
Oferta
19971