Russian Energy Report Ed 1 2006

Table of Contents

1. Executive Summary

• Oil Sector
• Gas Sector
• Electricity Sector
• Coal Sector
• Nuclear power
• District Heating

2. Economic Overview

• Background
• The Economy in 2006

3. Oil

• Reserves
• Oil Transportation System
  • The Early Years of Oil Transportation in Russia
  • Oil Transportation in 2006
  • Condition of the System
• Export
• Structure of the Oil Industry
• Proposed New Oil Exports Pipelines
• Change in Control
  • Privatisation in 1992
  • Foreign Involvement in Russian Oil Companies
• The VICs in 2006
  • LUKOIL
  • YUKOS (no longer in existence)
  • Sibneft (owned by Gazprom)
  • Slavneft
  • Rosneft
  • Surgutneftegaz
  • TNK BP
  • Sidanco (Siberian Oil Co)
  • Tatneft
  • Bashneft

4. Gas

• Structure of the gas industry
• Russia and the CIS
  • Armenia
  • Azerbaijan
  • Belarus
  • Georgia
  • Kazakhstan
  • Kyrgyzstan
  • Moldova
  • Tajikistan
  • Turkmenistan
  • Ukraine
  • Uzbekistan
• Future output and consumption
• Independent gas companies
  • Independent gas producers
• Transportation, Unified Gas Transportation System (UGS)
  • Access to UGS, Transmission Tariffs
• Export Pipelines
  • Blue Stream
  • North Trans-Gas
  • Kovkotya
  • Yamal-Europe
• Exports
  • Itera, independent exporter
  • Prices
• Future prospects for Russian gas
• Pricing
  • Price setting
• Investment Requirement
• Distribution
  • Gasification Programme
• CNG

5. Electricity

• Regulation and Tariffs
• Capital Investment
• Restructuring of the Russian ESI
  • Reform Timetable
• The Leading Major Energos
  • OAO Mosenergo
  • Irkutskenergo
  • Tyumenergo
  • Transmission
• The Electricity Supply Industry after Restructuring in 2009
• Liberalisation of the wholesale market
• Asset Restructuring
  • Composition of the WGCs
• Regulator
• Physical Characteristics of the ESI
  • Generating capacity and generation
  • Power Plants
  • Nuclear generation
  • Capacity Forecast
• Transmission and Distribution, Physical Characteristics
  • Distribution
  • Interconnections
  • Transmission and Distribution, Monopoly Regulation and Investment

6. Coal

• Coal Reserves
  • Geographical Distribution of Coal Reserves and Mines in Russia
• Coal Quality
• Coal Producers
• Consumption
• Exports
  • Transport
  • Ports
• Environmental Impact
• Outlook for Coal

7. Nuclear

• Structure of the Nuclear Energy Sector in Russia
• Production
• Design and safety
  • The International Nuclear Event Scale (INES)

8. District Heating

• Modernisation
• The Russian Heat Balance
• Technical Factors
• Transmission and Distribution of Heat
• Modernisation
• Pricing

Tables

• Table 1: The VICs in 2006
• Table 2: Gas Statistics
• Table 3: Principal Gas Companies
• Table 4: Regulated Wholesale process for electricity, 1996-2002
• Table 5: Electricity Utilities of Russia 2005
• Table 6: Electricity statistics of the Electricity Supply System, excluding isolated and captive generators, 1995-2004
• Table 7: Regional generation by energy type, %
• Table 8: Major power plants in Russia
• Table 9: Nuclear plants in Russia
• Table 10: Power Reactors under construction
• Table 11: Power Reactors Planned or On Order
• Table 12: Forecast of future capacity by fuel, 2005, 2010, 2015, 2020
• Table 13: Major Producers in Russia
• Table 14: Nuclear Power Reactors 2005-06 and Uranium Requirements (September 2006)
• Table 15: Nuclear power plants in Russia operational in 2006
• Table 16: Detailed criteria defining the levels of the International Nuclear Event Scale (INES)
• Table 17: Russian Heat Balance 2000-2001

Figures

• Figure 1: Oil Production and consumption of oil in Russia, 1985 to 2005
• Figure 2: Location of oil reserves in Russia
• Figure 3: Existing and planned gas pipelines to Europe
• Figure 4: Main Oil Export Infrastructure
• Figure 5: Druzhba and Adria Oil Pipelines
• Figure 6: Selected Northwestern Pipelines
• Figure 7: Proposed Far East Oil Pipelines
• Figure 8: Production and consumption of natural gas in Russia, 1985 to 2005
• Figure 9: Gazprom production in Russia
• Figure 10: Production, imports, exports and consumption of natural gas in the CIS, 2005
• Figure 11: Ukraine' s Gas Transport System
• Figure 12: Russian gas market structure 2004
• Figure 13: The UGS, Unified Gas Transportation System of Russia
• Figure 14: Blue Stream Pipeline
• Figure 15: North Trans-Gaz (NEG)
• Figure 16: Development in the East
• Figure 17: Yamal Gas Pipeline
• Figure 18: The structure of the Russian electricity sector, 2003
• Figure 19: The Structure of the Russian Electricity Industry after 2008-09
• Figure 20: Main principles of operation of the new wholesale electricity (capacity) market
• Figure 21: Location of the WGCs (Wholesale Generating Companies)
• Figure 22: Generating capacity of the USSR and successor states, 1917 to 2004
• Figure 23: Nuclear power plants in Russia
• Figure 24: Forecast of Generating Capacity to 2020
• Figure 25: UPS/IPS - The electrical power system of the Russian Federation, Major plants and transmission lines
• Figure 26: CENTREL network
• Figure 27: Production and consumption of coal in Russia, 1985 to 2005, Mtoe
• Figure 28: Coal reserves, coalfields and ports of shipment in Russia
• Figure 29: Coal Consumption in Russia (mn tons of coal)
• Figure 30: Projected coal-fired generating capacity of Russia to 2020
• Figure 31: Coal exports (mn tons), 1990 to 2005
• Figure 32: Organisation of the Russian Nuclear Sector
• Figure 33: Electricity generation from nuclear power