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ENEOS Holdings (5020) · RiskMitigated

Risk of Declining Future Production Due to Insufficient Oil and Natural Gas Reserves

First written in FY2020. 1 of 4 entries say "Restated". Latest entry: FY2026.

4entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020 – FY2021WorsenedFY20222020: 120202021: 120212022: 120222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Uncertainty over Success in Resource Exploration, Development and ProductionA theme 7 companies write about · 9 as a headwind · 0 as a tailwind

0 other companies' latest entry also says "Mitigated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「In June 2025, we entered into an agreement with PETRONAS, Malaysia’s national energy company, to extend the production-sharing contract by 10 years, from 2028 to 2038.」

    Regarding the securing of oil and natural gas reserves and production, the Company entered into an agreement to extend the production sharing contract for Malaysia's SK10 block by 10 years.
  2. FY2022WorsenedAnnual report

    「Competition for the Group to secure oil and natural gas reserves has become increasingly intense as a result of international competition for resources.」

    The disclosure stated that international competition to replace reserves had become increasingly intense.
  3. FY2021RestatedAnnual report

    「If the Group is unable to replace its oil and natural gas reserves, production may decline in the future, potentially affecting the Group's financial position and operating results.」

    The risk of declining future production due to insufficient replacement of reserves continues to be disclosed as a separate item from resource development risk.
  4. FY2020First statedAnnual report

    「If the Group is unable to replace its oil and natural gas reserves, production may decline in the future, potentially affecting the Group's financial position and operating results.」

    The risk of declining future production due to insufficient commercial-scale replacement of reserves through exploration, development and the acquisition of interests was classified separately from resource development risk.
Moved together

"Significant interest-bearing debt and constraints on financial flexibility" moved the same way as this thread, in the same document, in 2 of its 4 moves.

22★12
  1. ★This thread
  2. 1Significant interest-bearing debt and constraints on financial flexibility2×
  3. 2Capital Expenditures and Investments/Financing Falling Short of Plan and Impairment Loss Risk2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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Risk of Declining Future Production Due to Insufficient Oil and Natural Gas Reserves | ENEOS Holdings,Inc. (5020) | Komori