South Africa Oil and Gas Industry Update Quarter 2 2012

BMI Industry View 7
SWOT 9
Industry Forecast 10
Oil & Gas Reserves 10
Table: South Africa Proven Oil & Gas Reserves and Total Petroleum Data, 2011-2016 10
Table: South Africa Proven Oil & Gas Reserves And Total Petroleum Data, 2017-2022 11
Oil Supply & Demand 15
Table: South Africa Oil Production, Consumption and Net Exports, 2011-2016 15
Table: South Africa Oil Production, Consumption and Net Exports, 2017-2022 16
Gas Supply & Demand 17
Table: South Africa Gas Production, Consumption and Net Exports, 2011-2016 17
Table: South Africa Gas Production, Consumption and Net Exports, 2017-2022 18
Refining And Oil Products Trade 21
Table: South Africa Refining - Production and Consumption, 2011-2016 21
Table: South Africa Refining - Production and Consumption, 2017-2022 21
Risks To Outlook 22
Industry Risk Reward Ratings 23
South Africa Risk Reward Ratings 23
Africa - Risk/Reward Ratings 24
Table: Africa Oil and Gas Risk/Reward Ratings, Scores out of 100 25
Table: Africa Upstream R/R Ratings, Scores out of 100 26
Table: Downstream Risk/Reward Ratings, Scores out of 100 29
Table: Proposed And Planned Refineries In Africa 30
Market Overview 32
South Africa Energy Market Overview 32
Table: South Africa - Upstream Projects Database 33
Overview/State Role 33
Licensing And Regulation 33
Government Policy 34
International Energy Relations 36
Oil & Gas Infrastructure 36
Oil Refineries 36
Table: Refineries In South Africa 37
Refineries In Durban 38
Other Refineries 38
Service Stations 41
Oil Storage Facilities 41
Oil Terminals/ Ports 41
Oil Pipelines 41
Synthetic Fuels Plants 41
Table: Synthetic Fuels Plants In South Africa 42
LNG Terminals 42
Gas Pipelines 44
Competitive Landscape 45
Table: Key Players In South African Oil And Gas Sectors 46
Table: Key Upstream Player 46
Table: Key Downstream Players 46
Company Profile 47
Petro SA 47
Operational Data 50
Sasol 51
Other Companies - Summary 55
Regional Overview 60
Regional Energy Overview 60
Sub-Salt Expectations 60
Re-targeting Oil Flows 61
East African Gas Boom 62
Fuelling Development: The Downstream Race 64
Post-Revolutionary Blues 65
Global Industry Overview 67
Global Energy Market Overview 67
Table: BMI's Oil Price Forecasts & Bloomberg Analyst Consensus, Average Price (US$/bbl) 68
Table: Global Oil Demand Forecasts 74
Appendix 76
Africa - Regional Appendix 76
Table: Oil Consumption - Historical Data & Forecasts, 2010-2017 ('000b/d) 76
Table: Oil Consumption - Long-Term Forecasts, 2014-2021 ('000b/d) 76
Table: Oil Production - Historical Data & Forecasts, 2010-2017 ('000b/d) 77
Table: Oil Production - Long-Term Forecasts, 2014-2021 ('000b/d) 78
Table: Refining Capacity - Historical Data & Forecasts, 2010-2017 ('000b/d) 78
Table: Refining Capacity - Long-Term Forecasts, 2014-2021 ('000b/d) 79
Table: Gas Consumption - Historical Data & Forecasts, 2010-2017 (bcm) 80
Table: Gas Consumption - Long-Term Forecasts, 2014-2021 (bcm) 80
Table: Gas Production - Historical Data & Forecasts, 2010-2017 (bcm) 81
Table: Gas Production - Long-Term Forecasts, 2014-2021 (bcm) 81
Table: LNG Net Exports - Historical Data & Forecasts, 2010-2017 (bcm) 82
Table: LNG Net Exports - Long-Term Forecasts, 2014-2021 (bcm) 83
Glossary 84
Table: Glossary Of Terms 84
Methodology 86
Energy Industry 87
Cross checks 87
Sources 88

Oil and Gas Energy in South Africa