Company Report
PETRONAS corporate report
Report summary
PETRONAS is the largest producer in southeast Asia, accounting for 26% of regional output. Cost cutting enabled the company to weather the downturn, though at the expense of growth. Malaysia is facing structural production declines and future developments are becoming increasingly challenging. There are signs that PETRONAS is changing tack. Its recent entries into deepwater Mexico and Shell's LNG Canada project highlight its ambition to grow. But Malaysia's new political reality is testing the company's regulatory role, adding uncertainty to its strategic direction.
Table of contents
- Other PETRONAS research
-
Executive summary
- SWOT Analysis
-
Strategy
- Current strategic position
-
Strategic priorities and opportunities
- 1. Managing asset declines in Malaysia
- 4. Maintaining financial strength amid increasing pressures
- 5. Building up RAPID downstream exposure
- Portfolio summary
-
Valuation
- Wood Mackenzie base case valuation metrics
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Investment
- Wood Mackenzie base case investment and cost metrics
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Production
- Wood Mackenzie base case production metrics
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Reserves and resources
- Wood Mackenzie base case reserve and resource metrics
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Economic assumptions
- Economic assumptions
Tables and charts
This report includes 40 images and tables including:
- Other PETRONAS research: Image 1
- Top assets in Malaysia by value
- Top international assets by value
- Executive summary: Table 1
- PETRONAS: evolution of upstream NPV,10
- PETRONAS: five-year upstream NPV,10 changes
- PETRONAS: strategic fit of upstream regions (NPV,10)
- Benchmark: NPV,10 upstream risk exposure
- PETRONAS: upstream development cost outlook
- Benchmark: upstream capital intensity
- PETRONAS: top domestic assets NPV,10
- Benchmark: domestic production declines
- PETRONAS: volumes discovered by basin
- PETRONAS: volumes discovered by water depth
- Wood Mackenzie global LNG cost benchmarking
- Mexico licensing round awards
- Top net offshore acreage holders in Mexico
- PETRONAS: upstream supply into LNG liquefaction plans
- PETRONAS: MLNG complex
- Peninsular Malaysia gas balance
- PETRONAS: upstream cash flow outlook
- PETRONAS: evolution of government dividends
- Malaysia's oil product supply-demand balance
- Base case upstream NPV,10
- Upstream portfolio sensitivities
- Forecast development expenditure (nominal)
- Investment: Image 2
- WM forecast production
- WM oil vs. gas production
- WM oil production forecast
- WM gas production forecast
- Total reserves: WM commercial
- Total resources: WM sub-commercial
- Base price assumptions (nominal terms)
- Economic assumptions: Image 1
- Base, high, and low Brent (nominal terms)
- High price assumptions
- Low price assumptions
- Value assumptions
- Foreign exchange rate assumptions
What's included
This report contains:
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