AramoniReport   
MEXICO ENERGY TENDERS
(Updated July 24, 2015)
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Ronda 1 (ad)

DATA-ROOM SUPPORT
Aramoni in association with prime French firm EOSYS
offers to companies pursuing Round-1 opportunities
independent expert services for blocks' reservoir assessment

TENDER ASSISTANCE
Aramoni provides to Mexican and international companies
a set of specialized services in order to achieve
tender procedures and proposal compliance

Inquiries: info@aramoni.com
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ROUND-1.2

CONTRACTS (shared-production)
Block 1 : Amoca+Mizton+Tecoalli, 68 km2, shallow waters off Tabasco
1P-62.84, 2P-121.52, 3P-187.66 MMbls
Block 2 : Hokchi, 42 km2, shallow waters off Tabasco
1P-21.31, 2P-66.7, 3P-92.68 MMbls
Block 3 : Xulum, 58.8 km2, shallow waters off Tabasco
1P-0, 2P-17.71, 3P-97.26 MMbls
Block 4 : Ichalkil+Pokoch, 58 km2, shallow waters off Campeche
1P-41.44, 2P-85.43, 3P-190.63 MMbls
Block 5 : Mison+Nak, 54.1 km2, shallow waters off Campeche
1P-17.74, 2P-63.85, 3P-103.08 MMbls

TENDER PROGRAM
Public notice: 27-Feb-2015
Prequal ruling: 31-Jul-2015
Offers submission (on a block basis): 30-Sep-2015
Rulings (on a block basis): 2-Oct-2015
Termination (on a block basis): 6-Nov-2015

REGISTERED COMPANIES
1. BP (uk)
2. Lukoil (su)
3. Shell (nl)
4. Sierra Oil & Gas (mx)
5. Total (fr)
6. CNOOC (cn)
7. Diavaz (mx)
8. Pemex (mx)
9. Compania Espanola de Petroleo (CEPSA) (es)
10. PTT E&P (th)
11. Eni (it)
12. Sanchez O&G (us)
13. Sinopec (cn)
14. Chevron (us)
15. Hunt (us)
16. Atlantic Rim (us)
17. E&P Hidrocarburos y Servicios (ar)
18. Ecopetrol (co)
19. BG Group (uk)
20. Infraestructura Petrolera Mexico (mx)
21. DEA DEUTSCHE ERDOEL (de)
22. Fielwood Energy (us)
23. Galp Energia E&P (pt)
24. ONGC Videsh (in)
25. Pacific Rubiales (ca)
26. Petrobal (mx)
27. Petronas Carigali (my)
28. Plains Acquisition Corp (us)
29. Statoil E&P (no)

Further detail: info@aramoni.com
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ROUND-1.3

CONTRACTS (mature fields/production licenses)

BURGOS
1. Anahuac, 29.5 km2, reserves <100 MMBls
3. Benavides, 135.5 km2, reserves <100 MMBls
4. Calibrador, 16.1 km2, reserves <100 MMBls
6. Carretas, 89.4 km2, reserves <100 MMBls
9. Duna, 36.7 km2, reserves <100 MMBls
13. Mareografo, 29.8 km2, reserves <100 MMBls
19. Pea Blanca, 26.0 km2, reserves <100 MMBls
21. Ricos, 23.7 km2, reserves <100 MMBls
22. San Bernardo, 28.3 km2, reserves <100 MMBls

NORTH
2. BARCODON, 11 km2, reserves >100 MMBls
11. La Laja, 10.2 km2, reserves <100 MMBls
18. Paso de Oro, 23.1 km2, reserves <100 MMBls
20. Ponton, 11.8 km2, reserves <100 MMBls
25. Tecolutla, 7.2 km2, reserves <100 MMBls

SOUTH
5. Calicanto, 10.6 km2, reserves <100 MMBls
7. Catedral, 58.0, reserves <100 MMBls
8. CUICHAPA, 41.5 km2, reserves >100 MMBls
10. Fortuna Nacional, 22.0 km2, reserves <100 MMBls
12. Malva, 21.2 km2, reserves <100 MMBls
14. Mayacaste, 21.9 km2, reserves <100 MMBls
15. MOLOACAN, 46.3 km2, reserves >100 MMBls
16. Mundo Nuevo, 27.7 km2, reserves <100 MMBls
17. Paraiso, 17.0 km2, reserves <100 MMBls
23. Secadero, 9.8 km2, reserves <100 MMBls
24. TAJON, 27.5 km2, reserves >100 MMBls
26. Topen, 25.3 km2, reserves <100 MMBls


TENDER PROGRAM
Public notice: 12-May-2015

Data-room register: 12-May to 14-Aug-2015
Access to data room: 1-Jun to 14-Dec-2015
Clarifications on data room: 12-May to 11-Aug-2015
Sites visits: 15-Jun to 11-Sep-2015

Tender register: 12-May to 28-Aug-2015
Prequal window: 31-Aug to 30-Oct-2015
Clarifications on prequal requirements: 12-May to 27-Aug-2015
Prequal ruling: 30-Oct-2015

Clarifications on tender process and contact: 12-May to 30-Oct-2015
Final tender docs: 2-Nov-2015
Offers submission (on a block basis): 15-Dec-2015
Rulings (on a block basis): 17-Dec-2015
Termination (on a block basis): 8-Feb-2016

REGISTERED COMPANIES
1. Citla Energy Onshore (mx)
2. CNOOC International (cn)
3. Grupo R Exploracion y Produccion (mx)
4. Carso Oil & Gas (mx)
5. Iberoamericana de Hidrocarburos (Cobra) (es)
6. Jaguar Exploracion y Produccion de Hidrocarburos (mx)
7. Strata Campos Maduros (ca)
8. MexOil (mx)
9. E&P Hidrocarburos y Servicios (ar)
10.Geo Estratos (mx)
11.Newpek (Alfa) (mx)
12.Perfolat (mx)
13.Perote Exploracion y Produccion (mx)
14.Quimica Apollo (mx)
15.Torenco Energy (ca)
16.PetroBal (mx)
17.Renaissance Oil (ca)

Further detail: info@aramoni.com
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ROUND-1.4

PEMEX's ACREAGE TO FARM OUT (tender to be launched next)
1. Shallow-water mature fields (3): Bolontiku, Sinan, Ek
2. Shallow-water extra-heavy oil fields (3): Ayatsil, Tekel, Utsil
3. Chicontepec and non-conventional fields:
4. Land mature fields (3): Rodador, Ogarrio, Cardenas-Mora
5. Field development of giant deep-water gas fields (2): Kunah-Piklis
6. Field development of Perdido area (2): Trion, Exploratus

_______________________________

Ronda 1 (ad)

DATA-ROOM SUPPORT
Aramoni in association with prime French firm EOSYS
offers to companies pursuing Round-1 opportunities
independent expert services for blocks' reservoir assessment

TENDER ASSISTANCE
Aramoni provides to Mexican and international companies
a set of specialized services in order to achieve
tender procedures and proposal compliance

Inquiries: info@aramoni.com
_______________________________


ROUND-1.1 (RESULTS)

ACTUAL BIDDERS (7)

Statoil E&P (no)
Hunt Overseas (us)
ONGC Videsh (in)
Talos Energy (us) - Sierra Oil & Gas (mx) - Premier Oil (uk)
Murphy (us) - Petronas Carigali (my)
ENI (it) - Casa Exploracion (us)
E&P Hidrocarburos y Servicios (ar) - Pan American Energy (ar)


ASSIGNED CONTRACTS (production sharing) (2)

Block 2 : light oil, 195 km2, shallow waters off South Veracruz
Minimum of Royalty: 40%
1.Talos Energy (us) - Sierra Oil & Gas (mx) - Premier Oil (uk) Winner
Offer: 55.99% royalty / 10% working capital increase
2.Hunt Overseas (us)
Offer: 54.55% royalty / 5% working capital increase

Block 7 : light oil, 465 km2, shallow waters off Tabasco
Minimum of Royalty: 40%
1.Talos Energy (us) - Sierra Oil & Gas (mx) - Premier Oil (uk) Winner
Offer: 68.99% royalty / 10% working capital increase
2.Statoil E&P (no)
Offer: 65% royalty / 86% working capital increase
3.Hunt Overseas (us)
Offer: 65.11% royalty / 15% working capital increase
4.ENI (it) - Casa Exploracion (us)
Offer: 57% royalty / 20% working capital increase
5.E&P Hidrocarburos y Servicios (ar) - Pan American Energy (ar)
Offer: 27.26% royalty / 6% working capital increase (rejected)


REJECTED OFFERS (4)

Block 3 : light oil, 233 km2, shallow waters off South Veracruz
Minimum of Royalty: 40%
1.Murphy (us) - Petronas Carigali (my)
Offer: 35% royalty / 5% working capital increase
Block 4 : light oil, 233 km2, shallow waters off South Veracruz
Minimum of Royalty: 40%
1.Murphy (us) - Petronas Carigali (my)
Offer: 35% royalty / 5% working capital increase
Block 6 : light oil, 466 km2, shallow waters off Tabasco
Minimum of Royalty: 40%
1.ONGC Videsh (in)
Offer: 20% royalty / 5% working capital increase
Block 12: heavy oil, 387 km2, shallow waters off Tabasco
Minimum of Royalty: 40%
1.ONGC Videsh (in)
Offer: 20% royalty / 5% working capital increase


NO-BID CONTRACTS (8)

Block 1 : light oil, 194 km2, shallow waters off South Veracruz
Minimum of Royalty: 40%
Block 5 : light oil, 466 km2, shallow waters off Tabasco
Minimum of Royalty: 40%
Block 8 : extra-heavy oil, 116 km2, shallow waters off Tabasco
Minimum of Royalty: 25%
Block 9 : extra-heavy oil, 116 km2, shallow waters off Tabasco
Minimum of Royalty: 40%
Block 10: light oil, 232 km2, shallow waters off Tabasco
Minimum of Royalty: 40%
Block 11: extra-heavy oil, 309 km2, shallow waters off Tabasco
Minimum of Royalty: 25%
Block 13: heavy oil, 501 km2, shallow waters off Tabasco
Minimum of Royalty: 25%
Block 14: wet gas, 310 km2, shallow waters off West Campeche
Minimum of Royalty: 25%


REGISTERED COMPANIES NOT BIDDING (18)

1 . Atlantic Rim (us)
2 . BHP Billiton (au)
3 . Chevron (us)
4 . Cobalt Energia (us)
5 . Compania Espanola de Petroleo (es)
6 . ExxonMobil (us)
7 . Hess News Ventures (us)
8 . Lukoil (su)
9 . Maerks (dk)
10.Marathon Offshore Investment (us)
11.Nexen Energy Holdings (cn)
12.Pacific Rubiales (co)
13.Pemex (mx)
14.Plains Acquisition Corp (us)
15.Total (fr)
16.BG Group (uk) - Galp Energia E&P (pt)
17.Tullow Mexico (uk) - Petrobal (mx)
18.Woodside Energy Mediterranean (au) - Diavaz Offshore (mx) - Pluspetrol Mexico (ar)

Further detail: info@aramoni.com
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SPECIALIZED REPORTS

1. OFFSHORE FIXED PLATAFORMS
Last awards:
Ayatsil-C assigned to McDermott
Tekel-A assigned to Dragados

2. PEMEX MARINE PIPELINES
ZAAP-E to KU-A1, KMZ field, 24inx2.8km
+ KU-M to ZAAP-E, KMZ field, 12inx3.2km
Ruling: 30-Mar-2015:
1. Permaducto (Protexa): $79.0m Winner
2. SapuraKencana: $79.8m
3. Grup Servicii Petroliere : $80.7m
4. Micoperi : $96.0m
5. Swiber: $103.3m
6. Arendal: $108.0m
7. Dragados: $149.9m


3. CURRENT KEY PROJECTS
AYATSIL-TEKEL
A Pemex tender for a 4.4-yr contract
of well integrated services:
drilling termination and reparation
over these extra-heavy oil fields
Ruling: 8-Jun-2015:
1.Dowell Schlumberger-OFS Servicios-MI Drilling Fluids: $416m Winner
2.Weatherford-Global Driling Fluids-PD Oil field- OilPatch-WFO-WPA-Perforadora Mexico: $590m
3.Halliburton: $732m
4.Baker Hughes: n/a


4. LAND FLOWLINES

CFE COMING TENDERS (just announced)

Tula-Villa de Reyes
280km/ 36"/ 550mcfpd/ $420m/ Jun 2015

Villa de Reyes-Aguascalientes-Guadalajara
355km/ 42"/ 1000mcfpd/ $555m/ Jul 2015

South Texas-Tuxpan (marine)
800km/ 42"/ 2600mcfpd/ $3100m/ Jul 2015

La Laguna-Aguascalientes
600km/ 42"/ 1150mcfpd/ $1000m/ Jul 2015

Empalme (branch)
20km/ 24"/ 236mcfpd/ $35m/ Aug 2015

Hermosillo (branch)
48km/ 16"/ 100mcfpd/ $68m/ Aug 2015

Topolobampo (branch)
32km/ 24"/ 248mcfpd/ $55m/ Oct 2015


CFE MAJOR TENDERS (current)

Nueces-Brownsville TX
250km/ 42"/ 2600mcfpd/ $1550m/ Jul 2015

Samalayuca-Sasabe
Interested bidders: Tekna, Transportadora del Noroeste (Transcanada), Gasoducto de Aguaprieta (Sempra-IENova), Carso electric, Arendal, CCC, Fermaca
Proposals submission: 10-Aug-2015

Tuxpan-Tula
Bidders: Enagas, Atco, Transportadora Huasteca (Transcanada), Arendal, Coconal, Gasoducto Aguaprieta (Sempra-IENova), Transportadora Zacatecas (Simsa), Carso, Ideal, GDF Suez, Dynamica, Sacyr
Next meeting: 29-Jul-2015

San Isidro-Samalayuca
Proposal submission: 23-Jun-2015
Technical ruling: 7-Jul-2015
Dynamica-Invex-CGM Rejected
Coconal-Semmaterials Rejected
Ruling: 14-Jul-2015
Gasoducto de Aguaprieta (Sempra-IENova): 0.0099 USD/Gj Winner
Fermaca: 0.0109 USD/Gj
Transportadora Zacatecas (Simsa): 0.0120 USD/Gj
Carso-Ideal: 0.0200 USD/Gj

Villa de Reyes (branch), NG 276 MMCFPD
Los Ramones Line to Villa de Reyes Power Plant
Proposal submission 1-Jul-2015
CCC-Sicilsaldo
GPA Energy
Dynamica-Invex
Cava Energy-Antar-Ortiz
Transportadora Zacatecas (Simsa)-Distribuidora de GN Mexico-Distribuidora de GN del Noroeste-GN Industrial-GN del Noroeste
Technical ruling: 20-Jul-2015

Waha-San Elizario TX (Norte III): Gas 42in x 360km
Proposal submission 13-Jan-2015
Bid proposals: Sempra, TC Continental, Kinder Morgan Texas, Energy Transfer Partners - Mastec - Carso Energy, Operadora Mexicana de Gasoductos
Ruling 28-Jan-2015
Winner: Energy Transfer Partners - Mastec - Carso Energy

Waha-Presidio TX (Ojinaga), NG 2831 MMCFPD, 42in x 230km
Proposal submission 9-Dec-2014
Bid proposals: Sempra, Crestwood Midstream Partners, TC Continental, Energy Transfer Partners - Mastec - Carso Energy, Embridge-Spectra Energy Transmission, Operadora Mexicana de Gasoductos
Ruling 8-Jan-2015
Winner: Energy Transfer Partners - Mastec - Carso Energy

El Encino-La Laguna, NG 1500 MMCFPD, 42in x 400km
Bid proposals (investment/ tariff / PV-1 / PV-2):
Fermaca: $630.1m / $0.1222 per Gj / $602.2m / $530.1m
Enagas-Elecnor: $997.3m / $0.1610 per Gj / $756.5m / $665.9m
Transcanada: $899.6m / $0.1546 per Gj / $781.2m / $687.7m
Carso: $914.3m / $0.2073 per Gj / $965.0 / $849.5m
Sempra-IENova: $883.3m / $0.1951 per Gj / $1003.6m / $883.5m
Abengoa-China Petroleum Pipeline Berau (disqualified at technical stage)
Ruling 16-Dec-2014
Winner: Fermaca Pipeline el Encino

Ojinaga-El Encino, NG 1356 MMCFPD, 42in x 250km:
Bid proposals (investment / tariff / PV-1 / PV-2):
1. Gasoducto de Aguaprieta (Sempra-IENova): $298.9m / $0.0560 per Gj / $192.2m / $242.3m
2. Transportadora de Gas Natural del Noroeste (Transcanada): $344.6m / $0.0657 per Gj / $221.8m / $279.4m
3. Carso Energy: $323.4m / $0.0721 per Gj / $239.1m / $301.2m
4. Enagas-Elecnor: $419.8m / $0.0725 per Gj / $248.4m / $313.0m
5. Fermaca: $311.9m / $0.0749 per Gj / $250.5m / 315.6m
Omega (disqualified at technical stage)
Ruling 24-Nov-2014
Winner: Gasoducto de Aguaprieta (Sempra-IENova)

Tula (branch), NG 485 MMCFPD, 30in
Proposal submission 17-Sep-2014
Bid proposals Arendal $59.5m, ATCO $48.8m
Ruling 9-Oct-2014: ATCO

Further: info@aramoni.com
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CFE POWER PLANTS (just announced)

Los Azufres III.2
geothermal/ 25mw/ $63m/ Jul 2015

Baja California Sur VI
dual oil-ng/ 42mw/ $105m/ Jul 2015

San Luis Potosi
cc/ 790mw/ $864m/ Jul 2015

Sureste II & III
2-module wind/ 585mw/ $1079m/ Jul 2015

Further: info@aramoni.com
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