Нефтяная отрасль - JSC KazMunaiGas

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Описание

JSC KazMunaiGas Exploration Production (KMG EP or the Company) produces crude oil, natural and associated gas from its hydrocarbon reserves on-shore in Kazakhstan. The Company also has an active exploration programme to maintain and grow its reserve base.
JSC KazMunaiGas Exploration Production is a subsidiary of the national company for oil and gas operations in the Republic of Kazakhstan, JSC National Company KazMunaiGas (NC KMG). It was formed in March 2004 through the merger of JSC UzenMunaiGas (UMG) and JSC EmbaMunaiGas (EMG).

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General Information

  • Created through the merger of JSС Uzenmunaigas (UMG) and JSС Embamunaigas (EMG) in March 2004. KMG EP is subsidiary of NC KMG.
  • The Company’s shares are listed on Kazakhstan Stock Exchange and the GDRs are listed on London Stock Exchange. The Company raised approximately US$2 billion in its IPO in September of 2006.
  • The 2nd largest Kazakh oil producing company in 2010.
  • KMG EP operates 41 fields in Western Kazakhstan excluding acquisitions made from 2007 through 2011.
  • At the end of 2010, proved plus probable oil reserves of the core assets (UMG and EMG) were estimated to be 232 million tonnes (1,707 million barrels), with an estimated reserves life of 26 years at 2010 production levels.
  • KMG EP has many years' experience of oil production in Kazakhstan and expert knowledge of the geology.
  • KMG EP has reached agreements that provide guaranteed access to the Uzen-Atyrau-Samara (UAS), which provides the main part of Company’s export, and pipeline and the Caspian Pipeline Consortium (CPC) pipeline which is the most profitable route of KMG EP’s oil sales.
  • Oil sale is performed via KazMunayGas - Refining and Marketing.
  • Exports accounted for 76% of 2011 sales in volume terms.
  • Acquisitions of new assets is the major element of the Company’s Policy. In April 2007 KMG EP acquired a 50% stake in JV Kazgermunai LLP. In December 2007 KMG EP acquired a 50% stake in CCEL (Karazhanbasmunai) and in December 2009 the Company acquired 33% in PetroKazakhstan Inc - all that resulted in the increase of production and significant increase in oil reserves.
  • Acquisition of exploration assets reflects updated strategy of KMG EP to shift its efforts towards exploration: the Company acquired 100% in LLP “SapaBarlauService” (currently JSC “KMG EP Exploration assets”, KMG EP EA) and 100% in LLP NBK in September 2010, 50% in “Urals Group Limited” which owns the license for the Fedorovskiy block in March 2011, four exploration blocks Temir, Teresken, Uzen-Karamandybas and Karaton-Sarkamys in April 2011 and 100% in JSC Karpovskiy Severniy in December 2011.
  • KMG EP has developed successfully implements social program, which includes social partnership, educational projects, sponsorship and overall support of its employees and their families. KMG EP also places a strong emphasis on its responsibility towards the environment in the regions of its operations and beyond.

 

Our business

JSC KazMunaiGas Exploration Production (KMG EP or the Company) produces crude oil, natural and associated gas from its hydrocarbon reserves on-shore in Kazakhstan. The Company also has an active exploration programme to maintain and grow its reserve base.

JSC KazMunaiGas Exploration Production is a subsidiary of the national company for oil and gas operations in the Republic of Kazakhstan, JSC National Company KazMunaiGas (NC KMG). It was formed in March 2004 through the merger of JSC UzenMunaiGas (UMG) and JSC EmbaMunaiGas (EMG). Independent experts believe that the company’s core assets (UMG and EMG) contain proved plus probable oil reserves of 232 million tonnes (1 707 million barrels) as at December 31, 2010.

KMG EP has a portfolio of 41 oil and gas fields located onshore in Western Kazakhstan excluding acquisitions made from 2007 through 2011. The core production assets of the Company are its two production divisions: Uzenmunaigas (UMG) and Embamunaigas (EMG), with combined production of 159 kbopd in 2011. Uzen field is the biggest in the existing portfolio. Of the two divisions UMG accounted for more than 74% of reserves and 64% of 2011 production.

One of the main objectives for KMG EP is to ensure the growth of oil reserves. This growth is achievable through the acquisition of assets, exploration activity and the optimization of core fields.

With regard to UMG and EMG, the Company’s strategy is to maintain existing production levels in the forthcoming years by drilling and completing new wells, performing well work-overs and enhancing oil recovery by implementing new technologies.

The Company also intends to focus on improving its efficiency by continuing to optimize operating costs and rationalizing its operations across the board. This will be achieved through divesting non-core and ancillary businesses and by bringing the Company’s operations in line with international standards.

In order to continue to build on the significant successes of previous years, it is important to maintain progress on the programme for the sustained development of the Company’s core assets. This programme has been successfully reviewed and progressed at the Uzen field.

 

Oil reserves

Reserves growth

2P reserves, mln bbl

 

KMG EP

KGM and CCEL + PKI

2010

1,707

448

2009

1,725

475

2008

1,775

377

2007

1,767

377

2006

1,495

0


 

Acquisition of new assets

2P reserves, mln bbl

UMG

1,259

EMG

447

CCEL 50%

224

KGM 50%

90

PKI, 33%

134


* Reserves of UMG, EMG, KGM and PKI as of 31/12/2010, CCEL as of 30/11/2010.

 

Production

The core production assets of the Company consist of two main divisions: Uzenmunaigas (UMG) and Embamunaigas (UMG). UMG accounted for more than 74% of core reserves and 64% of the 2011 core production level. Following strong production growth in 2000-2005, oil output of the existing fields is currently maintained at an optimal level. Production and cost optimization initiatives are being implemented. Production enhancement technologies are applied.

With regard to UMG and EMG, the Company’s strategy is to maintain existing production levels in the forthcoming years by drilling and completing new wells, performing well work-overs and enhancing oil recovery by implementing new technologies.

The Company also intends to focus on the improvement of efficiencies by continuing to reduce operating costs and rationalizing its operations across the board. This will be achieved through cost optimization, new technologies and by bringing the Companys operations in line with international standards.

Recent oil production growth

KMG EP’s core production operations take place across 41 fields at Uzen and Emba in Western Kazakhstan excluding acquisitions made from 2007 through 2011. One of the main tasks for the core assets is to maintain production levels by optimizing oil production and using new technology to maintain production level.

General economic difficulties and an acute lack of investment in the early to mid 1990s led to significant falls in production levels at the major oil-producing assets of KMG EP. However, towards the end of the 1990s the Company managed to halt the decline in production and then to ensure impressive production growth.

Production has risen by a total of 80% from 1998 to 2006. Enhanced investment in new drilling and more efficient recovery from existing fields has restored production levels. A major role in the recovery process was played by well workovers and the use of modern technologies such as hydro-fracturing. The Company’s strategy now is to maintain production from existing assets at the current optimal level for the next few years.

Kazgermunai

Kazgermunai was formed in 1993 with a view to attracting investment into the Republic of Kazakhstan from Germany. Under Kazgermunai’s Foundation Agreement, it was granted exclusive rights and licences for exploration and production at the Akshabulak, Nuraly and Aksai fields for a period of 30 years, expiring on 1 March 2024.

Kazgermunai currently operates the Akshabulak, Nuraly and Aksai oil fields. In total, Kazgermunai’s oil fields cover a territory of 897 km2. As at 31 December 2010, their proved plus probable reserves were 24 million tonnes (180 million barrels) of oil.

In 2011, Kazgermunai produced 3 million tonnes (63.3 kbopd) of crude oil (which represented a 3% decrease compared to 2010 production of 3.1 million tonnes (65.4 kbopd).

CCEL (Karazhanbasmunai)

CITIC Canada Petroleum Limited (formerly Nations Energy Company Ltd) was formed in 1996 as a private Canadian company to pursue international oil and gas E&P projects around the world. In 1997, Nations Energy acquired 94.62% of the share capital representing 100% of voting control of JSC ‘‘Karazhanbasmunai’’ from the Government of Kazakhstan. JSC Karazhanbasmunai holds 100% of the mineral rights until June 2020 to develop the Karazhanbas oil and gas field in the western part of Kazakhstan which, according to Miller and Lents, has proved and probable reserves of about 67 mmt (449 million barrels ) as of November of 2010. In 2011 JSC Karazhanbasmunai produced approximately 1.98 mmt (36 kbopd) of crude oil.

PetroKazakhstan Inc. (PKI)

The PetroKazakhstan Inc. group of companies is involved in hydrocarbon exploration and production as well as in the sale of oil and petroleum products. PKI has a share in 16 fields, 11 of which are in various stages of development.

As of 31 Dexember 2010 PKI's 2P oil reserves accounted for 53 mmt (407 million barrels). In 2011 PKI produced 5,9 thousand tonnes of oil (125kbopd).

 

Exploration

KMG EP has preferential access to exploration acreage due to its relationship with the Kazakh Government and the parent company. Together with the pre-emption rights to acquire existing oil and gas assets offered for sale, the Company has access to new areas obtained by NC KMG via direct negotiations with the government. Such advantage allows the Company to replenish its exploration portfolio and to compete effectively with the largest transnational oil corporations.

The Company maintains that the potential for exploration in Kazakhstan is considerable, both offshore and onshore. KMG EP is currently carrying out offshore exploration in the areas of Liman, Taisogan, R-9 and also in the areas neighbouring the Uzen and Karamandybas fields. Onshore the country has been well explored down to a depth of 3 – 3.5 kilometres. KMG EP believes, however, that there are large potential resources lying beneath that depth, particularly in the subsalt horizons.

The Company is planning to continue seismic studies at existing exploration blocks andplanning to drill exploration wells targeting subsalt structures as well as looking for additions to the Company's exploration portfolio using NC KMG's right for direct negotiations with the Government for new exploration licenses.

Acquisition of exploration assets reflects updated strategy of KMG EP to shift its efforts towards exploration: the Company acquired 100% in LLP “SapaBarlauService” (currently JSC “KMG EP Exploration assets”, KMG EP EA) and 100% in LLP NBK in September 2010, 50% in “Urals Group Limited” which owns the license for the Fedorovskiy block in March 2011, four exploration blocks Temir, Teresken, Uzen-Karamandybas and Karaton-Sarkamys in April 2011 and 100% in JSC Karpovskiy Severniy.

 

Transportation and Sales

Kazakhstan is essentially a landlocked country, so increased production for export requires an improved transportation infrastructure. Fortunately, this infrastructure has been developed considerably over the past few years.

Strong relations with the parent company provide KMG EP with reliable access to pipeline infrastructure. The UAS and CPC pipelines are key outlets for the Company’s exports. KMG EP is the largest supplier to Atyrau refinery. Kazgermunai supplies crude oil to China via Kazakhstan-China pipeline.

Until recently the main outlet for the Company’s production has been through Russia via the 1,500 km Uzen-Atyrau-Samara (UAS) pipeline to Samara which is the main export outlet. Since 2001 this has been complemented by the Caspian Pipeline Consortium’s (CPC) 1,510 km pipeline to the Russian city-port of Novorossiysk on the Black Sea – a more profitable route for the Company and the reason behind our efforts to increase the proportion of exports through CPC.

The 1,000 km Atasu-Alashankou pipeline between Kazakhstan and China became operational in December 2005, with a capacity of 10 million tonnes p.a. (200 kbopd) projected to double in the coming years. Other pipeline routes from Kazakhstan are being considered.

In July 2006 an alternative route has been developed: the first direct pipeline with planned capacity of 50 million tonnes (1,000 kbopd) link between the Caspian and the Mediterranean Sea. The Baku-Tbilisi-Ceyhan pipeline runs through Baku in Azerbaijan to the Turkish port of Ceyhan and began operating in July 2006. This pipeline is a potential alternative route for Kazakhstan’s oil.

The above examples indicate that despite Kazakhstan’s dependence on its neighbours to export its oil overseas, the country enjoys considerable growing and diversified access to the export market. Through our good relations with our parent company, the Company has guaranteed access to the oil transport infrastructure owned by NC KMG.

KMG EP exported 75% of its consolidated sales in 2011 (78% in 2010). During that period access to use of the CPC pipeline accounted for 29% of the Company's consolidated sales volume. The usage of the UAS route was 46% of the Company's consolidated sales volume.

The Company planning to optimize use of available transportation routs for exports. Achieve higher value of domestic shipments.

 

Technologies

The Company regards investment in and implementation of modern technology as a key element of the overall increase of efficiency and, ultimately, the creation of shareholder value in the Company. In the area of production, improved technology, new modelling systems, use of modern equipment and materials, and automation will lead to the optimisation of the field development systems, extending the overhaul period of wells and increasing the lifetime of pipelines. The Company is also in the process of modernising oil collection and preparation stations.

Many technological processes as well as marketing and procurement practices either have been, or are being, improved.

These improvements have gone forward hand in hand with new ecologically-friendly ways of conducting business. So the Company has been able to improve production and revenue levels without damaging the environment or jeopardising the safety of its workers.

 

History

1911

Oil production started in Kazakhstan.

1991

State Corporation “Kazakhstanneftegas” is formed from the oil assets "inherited" from the Soviet Union.

1991-2002

Expansion of private operations in the oil sector: state-controlled assets are grouped into National Company KazMunaiGas (“NC KMG”) (created in 2002).

1997

The Government transferred all of its Shares in EmbaMunaiGas and UzenMunaiGas to KazakhOil CJSC, the Kazakh national oil company.

2002

KazakhOil NC CJSC and Oil & Gas Transportation NC CJSC - the national oil and gas transportation company merged to form NC KMG in February 2002.

2004

Creation of JSC KazMunaiGas Exploration Production: merger of JSC UzenMunaiGas and JSC EmbaMunaiGas.

2005

  • Asset restructuring to create an upstream focused company.
  • Divestment of a majority stake in Atyrau Refinery (December 2005)
  • Reduction of stake in petrochemicals business to 15% from 50% (December 2005).

2006

In September 2006, KMG EP carried out its Initial Public Offering on the Kazakhstan Stock Exchange, along with a placing of global depository receipts (GDRs) on the London Stock Exchange (LSE).

2007

In April 2007 KMG EP acquired a 50% stake in JV Kazgermunai LLP. In December 2007 KMG EP acquired a 50% stake in CCEL (Karazhanbasmunai). In December 2007 KMG EP acquired a 50% shares in CCEL “Karazhanbasmunai”.

2008

NC KMG, KMG EP and BG Group signed an upstream co-operation agreement. The agreement sets out the principles of a joint study of hydrocarbon reserves potential of specific areas in the Republic of Kazakhstan and other countries. The companies will cooperate to identify opportunities across a range of potential oil and gas exploration and production projects.

2009

  • In December 2009 KMG EP acquired 33% in PetroKazakhstan Inc
  • International rating agency Standard & Poor’s (S&P) awarded to the Company GAMMA-6 corporate governance rating (CGR)

2010

  • in July 2010 the Company announced that it reached an agreement with NC KMG to acquire 50% of Kazakhoil Aktobe LLP (“KOA”), 51% of Kazakturkmunai Ltd (“KTM”) and 50% of Mangistau Investments B.V. (“MIBV”), the owner of 100% of the common share capital of JSC “Mangistaumunaigas” (“MMG”). The deals are subject to approval.
  • In September 2010 the Company acquired 100% in LLP SapaBarlau Service (currently LLP KMG EP Exploration Assets, KMG EP EA) and 100% in LLP NBK.

2011

  • In March 2011 KMG EP acquired 50% in Urals Group Limited, which owns exploration license for the Fedorovskiy block.
  • In April 2011 KMG EP acquired 4 exploration blocks from NC KMG: Temir, Teresken, Uzen-Karamandybas and Karaton-Sarkamys.
  • In December 2011 KMG EP acquired 100% in JSC Karpovskiy Severniy.

2012

  • In January 2012, KMG EP announced its plan to reorganize production facilities UMG and EMG into joint stock companies.
  • In addition, in the beginning of the year the Company announced its plan to create 2 servicing companies and recruit about 2,000 employees in Mangistau region.

 

Strategy

JSC “EP “KazMunaiGas” is a leading company in the field of hydrocarbon exploration and production in Kazakhstan, and among the leaders of the oil and gas sector in the Caspian region.

Our mission is effective exploitation of hydrocarbons in order to maximize the benefits to shareholders, whilst providing long-term economic and social benefits for the regions of our operations.

In implementation of its mission [and vision] KMG EP is guided by the following priorities:

  1. Safe working conditions of its employees, as well as rational use of natural resources adhering to the best standards of environmental and health protection.
  2. Development of human capital, which KMG EP regards as a driving factor in the development and competitiveness of the Company
  3. Exploration as a basis for long-term growth of the Company and the way to increasing the resource base.
  4. Profitability as a necessary condition for the existence of the Company

The main objective of KMG EP is the increase in shareholder value. KMG EP seeks to achieve value growth through growing reserves and production of hydrocarbons, improving profitability of existing assets, and developing new business opportunities.

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