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Big Oil

Big Oil is a colloquial grouping of the world's six or seven largest publicly traded and investor-owned oil and gas companies, also known as supermajors.

History
The expression "Seven Sisters" was coined by the head of the Italian state oil company (Eni), Enrico Mattei,. The history of the supermajors traces back to the seven oil companies which formed the "Consortium for Iran" cartel and dominated the global petroleum industry from the mid-1940s to the 1970s. The Seven Sisters were: • Anglo-Persian Oil Company (BP) • Gulf Oil (Chevron) • Shell (Royal Dutch Shell) • Standard Oil of California (Chevron) • Standard Oil of New Jersey (Exxon, later ExxonMobil) • Standard Oil of New York (Mobil, later ExxonMobil) • Texaco (Chevron) By the 1930s, the Seven Sisters dominated oil production in the world. The companies owned nearly all rights to the oil in Iran, Iraq, Saudi Arabia, and the Persian Gulf. In 1959, the Seven Sisters reduced the price of oil for Venezuela and Middle Eastern producers, which provoked anger among oil-producing governments. This prompted the oil-producing governments to take the initial steps to establish OPEC. British writer Anthony Sampson took over the term when he wrote the book The Seven Sisters in 1975, to describe the oil cartel that tried its best to eliminate competitors and keep control of the world's oil resource. The term for the oil cartel was further popularized, along with a fictional logo, in Mad Max 2: The Road Warrior, a 1981 post-apocalyptic dystopian action film about apocalyptic fuel shortages. Being politically influential, vertically integrated, well organized, and able to negotiate cohesively as a cartel, the Seven Sisters were initially able to exert considerable power over Third World oil producers. This was done to not incentivize governments in both the consumer and producer countries to impose regulations on the oil industry. In the 1970s, many countries with large reserves nationalized holdings of all major oil companies. Since then, industry dominance has shifted to the OPEC cartel and state-owned oil and gas companies in emerging-market economies, such as Saudi Aramco, Gazprom (Russia), China National Petroleum Corporation, National Iranian Oil Company, PDVSA (Venezuela), Petrobras (Brazil), and Petronas (Malaysia). In 2007, the Financial Times called these "the new Seven Sisters". According to consulting firm PFC Energy, by 2012 only 7% of the world's known oil reserves were in countries that allowed private international companies free rein. Fully 65% were in the hands of state-owned companies. "The Era of the Super-Major" "The Era of the Super Major" was an industry report published by Douglas Terreson of Morgan Stanley on 13 February 1998. Terreson was the top-rated Integrated Oil analyst according to Institutional Investor magazine at the time and had a broad following within the global investment community. After many years of poor industry performance by the Energy sector, Terreson suggested that business models had become obsolete, and that major strategic change was needed across the global Energy sector for value propositions to become competitive with the other parts of the market. The premise of the report was that "a confluence of industry dynamics would conspire to produce a strategic and financial environment that was conducive to major consolidation activity in the Integrated Oil sector. Significant modifications to the strategic landscape would result, dictating competitive placement and equity market performance for years to come". The report indicated that the phase would be driven by the competitive implications of: (1) the globalization of privatized national oil companies and (2) the rising stature of specialized multinationals. Combinations were expected primarily between Major Oils which would then become "Super-Majors" which was a phrase created at Morgan Stanley in the late 1990s to denote the prototype model for success in the Integrated Oil industry as gains in globalization and scale unfolded. Within 6 months of publication of "The Era of the Super-Major", BP and Amoco merged, representing the largest industrial combination on Wall Street at that time. The combined value of the stocks of those 2 companies rose significantly and that merger was followed by ExxonMobil, BP-Amoco-Arco, ConocoPhillips, Chevron-Texaco-Unocal, Total-Petrofina-Elf and others. The phase represented one of the largest consolidation phases in the history of the Energy sector. Corporate performance was very positive in Energy through 2007, underscoring the premise that the "Super-Major" thesis would create significant economic value for shareholders: • Exxon and Mobil merging to form ExxonMobil in 1999 • Total's merger with Petrofina in 1999 and with Elf Aquitaine in 2000, with the resulting company subsequently renamed Total (now TotalEnergies) • BP's acquisitions of Amoco in 1998 and of ARCO in 2000 • Chevron's merger with Texaco in 2001 • Conoco and Phillips Petroleum Company merging in 2002 to form ConocoPhillips This process of consolidation created some of the largest global corporations as defined by the Forbes Global 2000 ranking, and as of 2007 all were within the top 25. Between 2004 and 2007 the profits of the six supermajors totaled US$494.8 billion. Many of these now-merged companies remain in the Fortune Global 500, with ExxonMobil ranking 12th, Total ranking 27th, BP ranking 35th, and Chevron ranking 37th in the 2022 edition of the list. == Present composition ==
Present composition
The composition of Big Oil is subject to wide debate. Nearly all accounts of Big Oil include ExxonMobil, Chevron, Shell, BP, Eni and TotalEnergies. All six of these companies are vertically integrated within the industry and operate upstream, midstream, and downstream. Additionally, ConocoPhillips in 2022 ranked lower than any of the six major Big Oil companies on the Fortune Global 500, and its revenue was superseded by Phillips 66 in 2022. Valero Valero Energy ranked higher on the 2022 Fortune Global 500 than Eni, though the company frequently touts that it is an independent refiner focused on midstream and downstream operations which does not have significant upstream activities. In the media, however, Valero is sometimes called a "Big Oil" company and grouped with the other large companies. ==Influence==
Influence
As a group, the supermajors control around 6% of global oil and gas reserves. Conversely, 88% of global oil and gas reserves are controlled by the OPEC cartel and state-owned oil companies, primarily located in the Middle East. A trend of increasing influence of the OPEC cartel, state-owned oil companies in emerging-market economies is shown and the Financial Times has used the label "The New Seven Sisters" to refer to a group of what it argues are the most influential national oil and gas companies based in countries outside of the OECD, namely CNPC, Gazprom (Russia), National Iranian Oil Company (Iran), Petrobras (Brazil), PDVSA (Venezuela), Petronas (Malaysia), and Saudi Aramco (Saudi Arabia). Other companies not directly involved in trading oil and gas, but still supplying accessories such as drilling, fracking and refining equipment, have also been associated with Big Oil due to their political influence. In particular, Koch Industries and Wilks Masonry have actively funded lobby groups, think tanks and media outlets aligned with Big Oil. ==Maritime oil majors==
Maritime oil majors
In the maritime industry, a group of six companies that control the chartering of the majority of oil tankers worldwide are together referred to as "oil majors". These are: Shell, BP, ExxonMobil, Chevron, TotalEnergies and ConocoPhillips. Charter parties such as Shelltime 4 frequently mention the phrase "oil major". ==See also==
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