IR autumn seminar 2019 - Equinor · 2019-11-26 · 0 60 120 180 240 300 360 2002 2006 2010 2014...
50
Transcript of IR autumn seminar 2019 - Equinor · 2019-11-26 · 0 60 120 180 240 300 360 2002 2006 2010 2014...
0
60
120
180
240
300
360
2002 2006 2010 2014 2018
Global economic policy uncertainty index
0
20
40
60
80
100
120
140
1858 1885 1900 1919 1938 1961 1991
US economic expansion(number of months, trough to peak)
Fro
m J
une 2
009 to
Septe
mber 2
019
0
2
4
6
8
10
12
14
16
18
20
2014 2015 2016 2017 2018 2019
China: cyclical indicators(% change y/y, 3 months rolling average)
Total investments (nominal)
Retail sales (real)
Industrial production (real)
44
47
50
53
56
59
62
2016 2017 2018 2019
Manufacturing business sentiment(indexes)
India US
Russia Eurozone
1,71,2
0,9 1,11,2
1,2
-3,0
-2,0
-1,0
0,0
1,0
2,0
3,0
4,0
2017 2018 2019 2020 2021 2022
Global Oil Balance
(Growth Y/Y Mbd)
OPEC US Other Demand
30
40
50
60
70
80
90
Jan-18 Jan-19 Jan-20 Jan-21 Jan-22
Dated Brent
ICE Future
(USD/Bbl)
Asia
Americas
Permian
Iran
Venezuela
Europe
Other
Other
Other
-2
-1
0
1
2
3
4
Non-Opec US Tight oil Opec
NGL
Condensate
Light crude
Medium crude
Heavy crude-1
0
1
2
3
4
5
6
7
0
50
100
150
200
250
300
350
400
2016 2019 2022
Mill
ion m
etr
ic ton
LPG supply by source
Processing Refineries Other
0
50
100
150
200
250
300
350
400
2016 2019 2022
Mill
ion m
etr
ic ton
LPG supply by region
North America Asia Middle East Europe CIS Others
-0,3%
-0,1%
2,5%
4,5%
3,6%
3,2%
1,7%
3,5%
2,1%
2,9%
-1% 0% 1% 2% 3% 4% 5%
(LPG) Automotive
(LPG) Industrial
(LPG) Others
(LPG) Res./comm.
(LPG) Petchem
LPG
Oil demand
Gas demand
Energy demand
GDP
Global CAGR* Indicators (2015-2018)
7 8 7 6
CIS
-8 -13 -17 -18
Europe
4
35
66 73
North America
1 1 3 3
Oceania-6 -12 -13 -14
Latin America
2 2 3 2
Africa
31 3951
61
Middle East
-23-37
-63 -70
Far East
-6 -8 -12 -14
SoutheEast Asia
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Integrated Operations Centre – What and how
•
•
•
•
•
•
•
•
•
•
