FACTBOX - Oil majors and subtle changes in the energy mix

Alternative fuels account for single-digit shares of oil major's portfolios, while the far more significant shift has been towards gas.

The strategy plays to their strengths as repositories of sophisticated technology for extracting oil and gas and ties into energy demand forecasts, which anticipate oil will remain dominant although it will lose some ground to rising gas use.

Since 2009, oil majors have been able to book shale gas and tar sands as reserves, enabling them to replace reserves when new discoveries are increasingly difficult.

The big question for oil companies is whither gas prices as experimental technology for processing shale gas and reduced demand in response to economic crisis has raised the prospect of oversupply for years to come.

Profit margins for refining crude into products have long been questioned and in another notable shift majors have been paring back their refining capacity.

The Paris-based International Energy Agency, which represents western consumer countries, in its World Energy Outlook to 2030 predicted the share of fossil fuels would fall fractionally from 81 percent to 80 percent.

Oil is the single largest fuel in the primary fuel mix in 2030, although its share drops from 34 percent now to 30 percent.

The proportion of gas in primary energy use edges higher from 20.9 percent in 2007 to 21.2 percent in 2030, while gas use in power stations -- the main driver of gas demand -- is forecast to grow by about half between 2007 and 2030.

The power generation sector's share of the world gas market rises from 39 percent in 2007 to 41 percent in 2030.

Non-hydro renewable energy technologies (including wind, solar, geothermal, tide and wave energy) see the fastest rate of demand increase, but their share of the total energy use still only rises to around 2 percent in 2030 from less than 1 percent now.

The following shows the gradual shift in production between 2005 and the end of 2009, drawing on company reports. The gas share of production is shown as a percentage in brackets.

ExxonMobil

2009:

Proved reserves: 23.3 billion barrels of oil equivalent

Production: 3.93 million barrels of oil equivalent per day (boepd)

Gas production: 9,273 million cubic feet per day (mcf/d) (1.76 million boepd) (45 percent)

Liquid production: 2,387 million bpd

Refining (downstream)

Throughput 2009: 5,350,000 bpd

2005

Proved reserves: 22.4 billion boe

Production: Gas production: 9,251 mcf/d (1.76 million boepd) (43 percent)

Liquid production: 2,523,000 bpd

Barrels of oil equivalent production: 4,065,000 boepd

Total liquid and gas production available for sale: 4.1 million boped

Refinery throughput: 5,723,000 bpd

2009:

Proved reserves: 18.3 billion boe

Production: 3,998,000 boepd

Gas: 8,485 mcf/d (1.61 million boepd) (40 percent)

Crude oil production: 2,535,000 bpd

Refining throughput: 2.3 million bpd

2005:

Proved reserves: 17.9 billion boe

Crude oil daily production (including NGLs and condensate): 2,562,000 boepd

Gas production (subsidiaries and equities): 8,424 mcd/d (1.6 million boepd) (39.9 percent)

Oil and gas production: 4,014,000 boepd

Refining throughput: 2,399,000 bpd

Royal Dutch Shell

2009:

Proved reserves: 14.1 billion boe

Oil production: 1,581,000 bpd

Gas production: 8,483 mcf/d (1.611 million boepd) (51

percent)

Combined oil and gas production: 3,142,000 boepd

Refinery throughput: 3,067,000 boepd

2005

Proved reserves: 11.31 billion boe

Combined oil and gas production: 3.518 million boepd

Oil production: 1,998,000 bpd

Gas production: 8,263 million scf/d (1.569 million boepd)

(45 percent)

Refinery processing intake: 3,981,000 boepd

ConocoPhillips <COP.N>

2009:

Proved reserves: 10.3 billion boe

Combined oil and gas production: 2.288 million boepd

Oil production: 968,000 bpd

Lukoil stake production: 434,000 boepd

Gas production: 4.877 million scf/d (0.926 million boepd)

(approx 40 percent)

Refinery throughput: 2,226,000 bpd

2005:

Proved reserves: 9.4 billion boe

Crude oil production: 907,000 bpd

Natural gas liquids production: 91,000 bpd

Gas: 3,270 mcf/d (0.62 million boepd) (34 percent)

Worldwide production: 1,808 million boepd (includes

synthetic and share of LUKOIL)

Crude oil throughput: 2,420,000 bpd

Chevron <CVX.N>

2009:

Proved reserves: 11.3 billion boe

Oil production: 1,846 million bpd

Gas production: 4,989 mcf/d (0.947 million boepd) (approx 35

percent)

Combined oil and gas production: 2.7 million boe)

Crude oil throughput: 1.878 million bpd

2005:

Proved reserves: 11.9 billion boe

Oil production: 1.669 million bpd

Gas production: 4,233 mcf/d (0.804 million boepd) (approx 32

percent)

Combined oil and gas production: 2.517 million boe)

Crude oil throughput: 1.883 million bpd

Total <TOTF.PA>

2009

Proved reserves: 10,483 million boe

Oil production: 1,381,000 bpd

Gas production: 4,923 mcf/d (0.94 million boepd) (41

percent)

Combined oil and gas production: 2,281,000 boepd

Refinery throughput: 2,151,000 bpd

2005

Proved reserves: 11,106 million boe

Oil production: 1,621,000 bpd

Gas production: 4,780 mcf/d (0.91 million boepd) (36.6

percent)

Combined oil and gas production: 2,489,000 boepd

Refinery throughput: 2,410,000 bpd

(reporting by Barbara Lewis, Muriel Boselli, Iukuko Kurahone

and Alex Lawler)