Santos Ltd. Oil & Gas Exploration and Production Operations and Cost Analysis - Q3, 2014

 Published On: Nov, 2014 |    No of Pages: 53 |  Published By: GlobalData | Format: PDF
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Summary

Santos Ltd. (Santos) is an oil and natural gas exploration and production company. It holds the largest exploration and production acreage position in Australia. The company developed oil and liquids businesses in Australia and operates in all mainland Australian and the Northern Territory. Its Asian portfolio is focused on Indonesia, Vietnam and Papua New Guinea. Santos holds interests in four LNG projects, namely, GLNG, PNG LNG, Darwin LNG, and Bonaparte LNG. The company’s products include natural gas, crude oil, ethane, condensate, naphtha, and liquid petroleum gas (LPG). It also transports crude oil through pipelines. Santos is headquartered in Adelaide, Western Australia, Australia. The company focuses on developing its major LNG projects. It explores for oil and gas in the emerging markets in Asia-Pacific. It seeks to enhance its exploration and production asset portfolio through strategic acquisitions and divestiture

Santos Ltd. Oil & Gas Exploration and Production Operations and Cost Analysis is the latest report from GlobalData, the industry analysis specialists, that offers comprehensive information on the operational and financial performance of the company. The report is an essential source for key operational data, analysis and strategic insight into company. The report provides latest annual and quarterly overview of production, reserves, share price performance, reserve changes, capital expenditures, acreage, performance metrics and results of oil & gas operations.

Scope

The report provides in-depth analysis and insights into companies’ capital spending, revenues, oil and gas reserves, production, and performance measures. Its scope includes -
- The report provides detailed and unique insights information on the key operational parameters. The report provides a comprehensive overview of production, reserves, reserve changes, capital expenditures, acreage, performance metrics, and results of oil & gas operations.
- Provides analysis of the share price performance of the company and the key valuation multiples. The report provides a comprehensive overview of share price performance and key valuation metrics such as market capitalization, enterprise value, EV/Production ($boe/d) and EV/Proved Reserve ($/boe)
- Provides annual and quarterly information on key operational and financial parameters. Annual information is for the current and the last four years while the quarterly information is for the current and the last four quarters
- The report provides detailed crude oil and natural gas reserves and production information of the company by country as disclosed in their annual report and regulatory filings.
- Contains in-depth and latest information on exploration, development, finding & development, acquisition expenditure, gross and net developed and undeveloped acreage position; key costs and revenue information; and performance metrics of the company as disclosed in their annual report and regulatory filings.

Note: Scope of the report mentioned above is generic and may not be applicable to all the companies. The report is based on the information disclosed by the company in their annual report and regulatory filings. Information that is not disclosed by the company may not be available in the report.

Quarterly information is covered only for those companies which are December ending and files quarter report. There might be cases where countries/regions data column/Charts will be blank for last five years. This is due to companies might have discontinued reporting of that countries/regions during the last five year time period.

Reasons to buy

The report will enhance your decision making capability in a more rapid and time sensitive manner. It will allow you to -
- Provides up-to-date information and in-depth analysis on operational parameters of the company.
- Identify M&A targets from up-to-date information and in-depth analysis on financial and operational parameters of your competitors.
- Rank your performance against other E&P companies using operational and financial benchmarking metrics.
- Formulate your strategies based on in-depth analysis of your competitors’ financial and operational data.
- Exploit the strengths and weakness of your closest competitors by comparing and analyzing their financial and operational parameters.
- Establish relative performance among the industry’s players based on key operational and financial measures.

Table of Contents
Table of Contents 2
List of Tables 4
List of Figures 5
Company Snapshot 6
Key Information 6
Company Overview 6
Santos Ltd., Valuation and Financial Data 7
Santos Ltd., Share Price Performance 7
Share Price Performance, Q3, 2013-Q3, 2014 7
Santos Ltd., Quarterly Results of Oil & Gas Operations Per boe Produced 8
Results of Oil & Gas Operations Per boe Produced, Q3, 2013-Q3, 2014 8
Results of Oil & Gas Operations Per boe Growth Rates, Q3, 2013-Q3, 2014 9
Santos Ltd., Quarterly E&P Costs Trends 10
Upstream Capital Expenditure, Q3, 2013-Q3, 2014 10
Santos Ltd., Quarterly Production Trends 11
Santos Ltd., Total Oil and Gas Production 11
Total Crude Oil and Natural Gas Production Trend, Q3, 2013-Q3, 2014 11
Santos Ltd., Crude Oil Production 12
Total Crude Oil Production Trend, Q3, 2013-Q3, 2014 12
Santos Ltd., Natural Gas Production 13
Total Natural Gas Production Trend, Q3, 2013-Q3, 2014 13
Santos Ltd., Valuation and Financial Data, 2009-2013 14
Santos Ltd., Share Price Performance, 2009-2013 14
Share Price Performance, 2009-2013 14
Key Valuation Metrics, 2009-2013 15
Santos Ltd., Production and Reserves Trends 16
Total Oil and Gas, Reserves and Production 16
Total Crude Oil and Natural Gas Production and Reserves Trend, 2009-2013 16
Total Crude Oil & Natural Gas Production and Reserves By Country/Region, 2009-2013 18
Total Crude Oil and Natural Gas Reserve Changes, 2009-2013 19
Crude Oil/Liquids Production and Reserve 20
Crude Oil/Liquids Production and Reserve Trend, 2009-2013 20
Crude Oil Production and Reserves By Country/Region, 2009-2013 21
Crude Oil/Liquids Reserve Changes, 2009-2013 22
Natural Gas Production and Reserve 23
Natural Gas Production and Reserve Trend, 2009-2013 23
Natural Gas Production and Reserves, By Country/Region, 2009-2013 24
Natural Gas Reserve Changes, 2009-2013 25
Total Crude Oil and Natural Gas Reserves Life Index 26
Total Crude Oil and Natural Gas Reserves Life Index, 2009-2013 26
Total Crude Oil and Natural Gas Reserves Life Index, By Country/Region, 2009-2013 27
Santos Ltd., E&P Costs Trends 28
Allocation of the Upstream Capital Expenditure 28
Upstream Capital Expenditure, 2009-2013 28
Acquisition Costs By Country/Region, 2009-2013 29
Exploration and Development Costs, By Country/Region, 2009-2013 30
Oil and Gas Cost Per boe, US$/boe 31
Oil and Gas Cost Per boe, US$/boe, 2009-2013 31
Oil and Gas Cost Per boe, US$/boe, By Country/Region, 2009-2013 33
Santos Ltd., Reserve Replacement Ratio 34
Oil and Gas Production Replacement Ratio 34
Oil and Gas Production Replacement Ratio, 2009-2013 34
Oil and Gas Production Replacement Ratio, By Country/Region, 2009-2013 36
Santos Ltd., Results of Oil & Gas Operations Trend 37
Oil and Gas Revenue and Expenses 37
Oil and Gas Revenue and Expenses, 2009-2013 37
Oil and Gas Revenue and Expenses, By Country/Region, 2009-2013 38
Oil and Gas Revenue and Expenses, Per boe 39
Oil and Gas Revenue and Expenses, By boe, 2009-2013 39
Oil and Gas Revenue and Expenses Per boe, By Country/Region, 2009-2013 40
Oil and Gas Performance Metrics 41
Exploration and Development Wells Drilled, 2009-2013 42
Exploration and Development Wells Drilled, By Country/Region, 2009-2013 43
Recent Developments 44
Santos Ltd. - Recent Developments 44
Nov 07, 2014: Santos: Liberals’ Inquiry Risks Future Investment In SA’s Natural Gas Industry 44
Oct 31, 2014: Santos: Production Of documents To The EDO NSW 44
Oct 23, 2014: New Standard secures Santos as PEL570 partner 45
Oct 22, 2014: Santos appoints Yasmin Allen to Board 46
Oct 17, 2014: Santos: 2014 Third Quarter Activities Report 46
Oct 10, 2014: COSL: NH6 Sets Sail To Another Location Following Ccompletion Of Operation In Australia 47
Sep 30, 2014: Santos 2014 First-Half Shareholder Update 48
Sep 26, 2014: Santos: Final Modules Arrive At Santos GLNG Plant 49
Sep 26, 2014: Santos Dividend Reinvestment Plan 50
Sep 01, 2014: Central Petroleum: Market Update 50
Appendix 51
Methodology 51
Coverage 51
Secondary Research 51
Primary Research 51
Data Information Sources 52
Company Source 52
SEC/Other Regulatory Filings 52
Other Sources 52
Expert Panel Validation 52
Data Definition 52
Oil and Gas Reserves 52
Units of Measure 53
About GlobalData 53
Disclosure 53
Disclaimer 53

List of Tables
Table 1: Santos Ltd., Key Facts 6
Table 2: Santos Ltd., Share Price Performance, Q3, 2013-Q3, 2014 7
Table 3: Santos Ltd., Results of Oil & Gas Operations Per boe Produced, US$/boe, Q3, 2013-Q3, 2014 8
Table 4: Santos Ltd., Results of Oil & Gas Operations Per boe Growth Rates, %, Q3, 2013-Q3, 2014 9
Table 5: Santos Ltd., Upstream Capital Expenditure, Q3, 2013-Q3, 2014 10
Table 6: Santos Ltd., Total Crude Oil and Natural Gas, Production, Q3, 2013-Q3, 2014 11
Table 7: Santos Ltd., Total Crude Oil Production, mmbbl, Q3, 2013-Q3, 2014 12
Table 8: Santos Ltd., Total Natural Gas Production, bcf, Q3, 2013-Q3, 2014 13
Table 9: Santos Ltd., Share Price Performance, 2009-2013 14
Table 10: Santos Ltd., Key Valuation Metrics, 2009-2013 15
Table 11: Santos Ltd., Total Crude Oil and Natural Gas, Production and Reserves, mmboe, 2009-2013 17
Table 12: Santos Ltd., Total Crude Oil & Natural Gas Production and Reserves, By Country/Region, mmboe, 2009-2013 18
Table 13: Santos Ltd., Total Crude Oil and Natural Gas Reserve Changes, mmboe, 2009-2013 19
Table 14: Santos Ltd., Crude Oil Production and Reserves Metrics, mmbbl, 2009-2013 20
Table 15: Santos Ltd., Crude Oil Production and Reserves, By Country/Region, mmbbl, 2009-2013 21
Table 16: Santos Ltd., Crude Oil Reserve Changes, mmbbl, 2009-2013 22
Table 17: Santos Ltd., Natural Gas Production and Reserves Metrics, bcf, 2009-2013 23
Table 18: Santos Ltd., Natural Gas Production and Reserves, By Country/Region, bcf, 2009-2013 24
Table 19: Santos Ltd., Natural Gas Reserve Changes, bcf, 2009-2013 25
Table 20: Santos Ltd., Oil and Gas Reserves Life Index, Years, 2009-2013 26
Table 21: Santos Ltd., Oil and Gas Reserves Life Index, By Country/Region, Years, 2009-2013 27
Table 22: Santos Ltd., Upstream Capital Expenditure, US$ mil, 2009-2013 28
Table 23: Santos Ltd., Proved and Unproved Acquisition Costs, By Country/Region, US$ mil, 2009-2013 29
Table 24: Santos Ltd., Exploration and Development Costs, By Country/Region, US$ mil, 2009-2013 30
Table 25: Santos Ltd., Reserves Replacement, Finding and Development Costs, Finding Cost and Proved Acquisition Costs Per boe, US$/boe, 2009-2013 31
Table 26: Santos Ltd., Reserves Replacement, Finding and Development Costs, Finding Cost and Proved Acquisition Costs Per boe, US$/boe, By Country/Region, 2009-2013 33
Table 27: Santos Ltd., Oil and Gas Production Replacement Ratio, %, 2009-2013 34
Table 28: Santos Ltd., 3-Year Wt.Avg. Oil and Gas Production Replacement Ratio, By Country/Region, %, 2009-2013 36
Table 29: Santos Ltd., Revenue and Expenses, US$ mil, 2009-2013 37
Table 30: Santos Ltd., Revenue and Expenses, By Country/Region, US$ mil, 2009-2013 38
Table 31: Santos Ltd., Oil and Gas Revenue and Expenses, US$/boe, 2009-2013 39
Table 32: Santos Ltd., Oil and Gas Revenue and Expenses, US$/boe, By Country/Region, 2009-2013 40
Table 33: Santos Ltd., Oil and Gas Performance Metrics, 2009-2013 41
Table 34: Santos Ltd., Exploratory and Developed Wells, 2009-2013 42
Table 35: Santos Ltd., Exploratory and Developed Wells, By Country/Region, 2009-2013 43

List of Figures
Figure 1: Santos Ltd., Share Price Performance, AUD/Share, Q3, 2013-Q3, 2014 7
Figure 2: Santos Ltd., Results of Oil & Gas Operations Per boe Produced, US$/boe, Q3, 2013-Q3, 2014 8
Figure 3: Santos Ltd., Upstream Capital Expenditure, US$ mil, Q3, 2013-Q3, 2014 10
Figure 4: Santos Ltd., Total Crude Oil and Natural Gas, Production, mmboe, Q3, 2013-Q3, 2014 11
Figure 5: Santos Ltd., Total Crude Oil Production, mmbbl, Q3, 2013-Q3, 2014 12
Figure 6: Santos Ltd., Total Natural Gas Production, bcf, Q3, 2013-Q3, 2014 13
Figure 7: Santos Ltd., Share Price Performance, AUD/Share, 2009-2013 14
Figure 8: Santos Ltd., Key Valuation Metrics, EV/Production ($/boed), EV/Proved Reserve (US$/boe), 2009-2013 15
Figure 9: Santos Ltd., Total Crude Oil and Natural Gas, Production and Reserves, mmboe, 2009-2013 16
Figure 10: Santos Ltd., Total Crude Oil and Natural Gas Reserve Changes, mmboe, 2013 19
Figure 11: Santos Ltd., Crude Oil Production and Reserves Metrics, mmbbl, 2009-2013 20
Figure 12: Santos Ltd., Crude Oil Reserve Changes, mmbbl, 2013 22
Figure 13: Santos Ltd., Natural Gas Production and Reserves Metrics, bcf, 2009-2013 23
Figure 14: Santos Ltd., Natural Gas Reserve Changes, bcf, 2013 25
Figure 15: Santos Ltd., Oil and Gas Reserves Life Index, Years, 2009-2013 26
Figure 16: Santos Ltd., Upstream Capital Expenditure, US$ mil, 2009-2013 28
Figure 17: Santos Ltd., 3-Year Wt.Avg., Reserves Replacement, Finding and Development Costs, Finding Cost and Proved Acquisition Costs Per boe, US$/boe, 2009-2013 31
Figure 18: Santos Ltd., 3-Year Wt.Avg., Oil and Gas Production Replacement Ratio, %, 2009-2013 34
Figure 19: Santos Ltd., Revenue and Expenses, US$ mil, 2009-2013 37
Figure 20: Santos Ltd., Oil and Gas Revenue and Expenses, US$/boe, 2009-2013 39
Figure 21: Santos Ltd., Oil and Gas Performance Metrics, 2009-2013 41


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