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Colombia en una encrucijada LATAM Energy Convention 2015 Campetrol 27 Mayo 2015 Trusted commercial intelligence www.woodmac.com Ana-Maria Lafuente
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Trusted commercial intelligence www.woodmac.com 2 Agenda 1. Pronostico de reservas y producción 2. Perfil corporativo 3. Comparaciones fiscales 4. Riesgo por país
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Trusted commercial intelligence www.woodmac.com 3 Sin nuevos descubrimientos, producción de líquidos declina Producción de líquidos de activos actualmente comerciales Source: Wood Mackenzie
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Trusted commercial intelligence www.woodmac.com 4 Éxito en exploración es imperativo para remplazar reservas Volúmenes anuales descubiertos vs. producción cumulativa anual Source: Wood Mackenzie
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Trusted commercial intelligence www.woodmac.com 5 Panorama corporativo es fragmentado, dominado por dos compañías clave Reservas comerciales remanentes por compañía Source: Wood Mackenzie
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Trusted commercial intelligence www.woodmac.com 6 Reducciones de capex por compañías en Colombia mas que el promedio global 2015 vs 2014 cambios globalmente en capex (%) E&D upstream Source: Wood Mackenzie
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Trusted commercial intelligence www.woodmac.com 7 Términos fiscales onshore Colombia comparados a sus pares Medidas financieras ilustrativas de un campo estándar en tierra de 20 mmbbl Source: Wood Mackenzie
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Trusted commercial intelligence www.woodmac.com 8 Comparación de términos fiscales con posibilidades de México Medidas financieras ilustrativas de un campo estándar en tierra de 5 mmbbl
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Trusted commercial intelligence www.woodmac.com 9 Actores grandes en Colombia tienen recursos sin comercializar Compañías con mayores áreas en Colombia (por interés) Source: Wood Mackenzie
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Trusted commercial intelligence www.woodmac.com 10 Alto interés, altas expectativas offshore
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Trusted commercial intelligence www.woodmac.com 11 Terminos fiscals deepwater Colombia deepwater son competitivos con sus pares Medidas financieras ilustrativas de un campo estándar deepwater de 200 mmbbl Source: Wood Mackenzie
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Trusted commercial intelligence www.woodmac.com 12 Asset Risk Index (ARI) – Colombia adelante de todos 20152020 Source: Wood Mackenzie Esperamos mejoramiento en toda la región a través del periodo evaluado
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Trusted commercial intelligence www.woodmac.com 13 Contacts Ana-Maria Lafuente (Houston) T +1 713 470 1839 E anamaria.lafuente@woodmac.com Wood Mackenzie Analyst – Latin America E support@woodmac.com Americas+1 713 470 1700 Asia Pacific+ 65 6518 0888 Europe+44 131 243 4477 Wood Mackenzie Client Helpdesk
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Trusted commercial intelligence www.woodmac.com 14 Disclaimer This report has been prepared for Campetrol by Wood Mackenzie Limited. The report is intended solely for the benefit of Campetrol and its contents and conclusions are confidential and may not be disclosed to any other persons or companies without Wood Mackenzie’s prior written permission. The information upon which this report is based comes from our own experience, knowledge and databases. The opinions expressed in this report are those of Wood Mackenzie. They have been arrived at following careful consideration and enquiry but we do not guarantee their fairness, completeness or accuracy. The opinions, as of this date, are subject to change. We do not accept any liability for your reliance upon them. Strictly Private & Confidential
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Europe +44 131 243 4400 Americas +1 713 470 1600 Asia Pacific +65 6518 0800 Email contactus@woodmac.com Website www.woodmac.com Wood Mackenzie* is a global leader in commercial intelligence for the energy, metals and mining industries. We provide objective analysis and advice on assets, companies and markets, giving clients the insight they need to make better strategic decisions. For more information visit: www.woodmac.com *WOOD MACKENZIE is a Registered Trade Mark of Wood Mackenzie Limited
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