石油情报周刊 802.pdfVIP

wwwwww..eenneerrggyyiinntteell..ccoomm ® PETROLEUM INTELLIGENCE WEEKLY Copyright © 2010 EIG. Unauthorized access or electronic forwarding, even for internal use, is prohibited. Vol. XLIX, No. 31, August 2, 2010 • Worried BP Opts for • Macondo Creates Opportunity • Conoco Forced to Give Bigger Asset Sale, p2 for Cuban Upstream, p4 Up Entire Lukoil Stake, p7 • High Stocks Help Assuage • Qatar Retreats From • Marketview: Hurricane Fears, p3 Oil Expansion Plans, p5 End Game, p8 Internal Culture For the second time in a generation, BP finds itself at a crossroads. Its role in the Macondo oil spill, the worst environmental disaster in US history, has now resulted in the departure of Chief Executive Biggest Problem Tony Hayward, a record quarterly loss, and liability provisions of more than $32 billion to be funded For New BP Boss in part by massive asset sales. Hayward’s replacement, Robert Dudley, will take over in October and faces an unenviable set of challenges. The early 1990s saw the ignominious exit of another BP chief exec- utive, Robert Horton, amid recriminations over strategic direction, job losses and dividend cuts. There are