Table of Contents
1 Table Of Contents 2
1.1 List of Tables 7
1.2 List of Figures 8
2
Introduction 9
2.1 What is This Report About? 9
2.2 How to Use This
Report? 9
2.3 Market Definition 9
3 Russian Federation Refining
Industry 10
3.1 Russian Federation Refining Industry, Overview 10
3.1.1 Russian Federation Refining Industry, Key Data 10
3.1.2 Russian
Federation Refining Industry, Total Refining Capacity 10
3.2 Russian
Federation Refining Industry, Unit Capacities 12
3.2.1 Russian Federation
Refining Industry, Crude Distillation Unit Capacity 12
3.2.2 Russian
Federation Refining Industry, Coking Capacity 14
3.2.3 Russian Federation
Refining Industry, Fluid Catalytic Cracking Capacity 15
3.2.4 Russian
Federation Refining Industry, Hydrocracking Capacity 16
4 LUKOIL Oil
Company 17
4.1 LUKOIL Oil Company, Key Facts 17
4.2 LUKOIL Oil
Company, Company Overview 17
4.3 LUKOIL Oil Company, Business Description
17
4.3.1 LUKOIL Oil Company, Business Overview 17
4.3.2 LUKOIL Oil
Company, Chemicals Segment 18
4.3.3 LUKOIL Oil Company, Exploration and
Production Segment 19
4.3.4 LUKOIL Oil Company, Refining, Marketing and
Distribution Segment 20
4.4 LUKOIL Oil Company, Value Chain Analysis
22
4.4.1 LUKOIL Oil Company, Upstream Sector Analysis 22
4.4.2 LUKOIL
Oil Company, Midstream Sector Analysis 23
4.4.3 LUKOIL Oil Company,
Downstream Sector Analysis 24
4.4.4 LUKOIL Oil Company, Retail Sector
Analysis 25
4.5 LUKOIL Oil Company, SWOT Analysis 25
4.5.1 LUKOIL Oil
Company, Overview 25
4.5.2 LUKOIL Oil Company, Strengths 26
4.5.3
LUKOIL Oil Company, Weaknesses 27
4.5.4 LUKOIL Oil Company, Opportunities
28
4.5.5 LUKOIL Oil Company, Threats 29
4.6 LUKOIL Oil Company,
Revenue Analysis 30
4.6.1 LUKOIL Oil Company, Revenue by Segment 30
4.6.2 LUKOIL Oil Company, Revenue by Geography 30
4.7 LUKOIL Oil Company,
Financial and Operational Review 32
4.7.1 LUKOIL Oil Company, Financial
Statements 32
4.7.2 LUKOIL Oil Company, Financial Ratios 33
4.8 LUKOIL
Oil Company, Operational Indicators 34
5 OJSC Rosneft Oil Company 35
5.1 OJSC Rosneft Oil Company, Key Facts 35
5.2 OJSC Rosneft Oil Company,
Company Overview 35
5.3 OJSC Rosneft Oil Company, Business Description
35
5.3.1 OJSC Rosneft Oil Company, Business Overview 35
5.3.2 OJSC
Rosneft Oil Company, Exploration & Production 36
5.3.3 OJSC Rosneft Oil
Company, Other Activities 37
5.3.4 OJSC Rosneft Oil Company, Refining,
Marketing and Distribution 37
5.4 OJSC Rosneft Oil Company, Value Chain
Analysis 38
5.4.1 OJSC Rosneft Oil Company, Upstream 39
5.4.2 OJSC
Rosneft Oil Company, Midstream 39
5.4.3 OJSC Rosneft Oil Company,
Downstream 40
5.4.4 OJSC Rosneft Oil Company, Retail Sector AnalysisSector
Analysis 40
5.5 OJSC Rosneft Oil Company, SWOT Analysis 41
5.5.1 OJSC
Rosneft Oil Company, Overview 41
5.5.2 OJSC Rosneft Oil Company, Strengths
42
5.5.3 OJSC Rosneft Oil Company, Weaknesses 43
5.5.4 OJSC Rosneft
Oil Company, Opportunities 44
5.5.5 OJSC Rosneft Oil Company, Threats
45
5.6 OJSC Rosneft Oil Company, Revenue Analysis 45
5.6.1 OJSC
Rosneft Oil Company, Revenue by Segment 45
5.7 OJSC Rosneft Oil Company,
Financial and Operational Review 46
5.7.1 OJSC Rosneft Oil Company,
Financial Statements 46
5.7.2 OJSC Rosneft Oil Company, Financial Ratios
47
5.8 OJSC Rosneft Oil Company, Operational Indicators 47
6 OAO
TNK-BP Holding 48
6.1 OAO TNK-BP Holding, Key Information 48
6.2 OAO
TNK-BP Holding, Company Overview 48
6.3 OAO TNK-BP Holding, Business
Description 48
6.3.1 OAO TNK-BP Holding, Business Overview 48
6.4 OAO
TNK-BP Holding, SWOT Analysis 51
6.4.1 OAO TNK-BP Holding, Overview 51
6.4.2 OAO TNK-BP Holding, Strengths 51
6.4.3 OAO TNK-BP Holding,
Weaknesses 52
6.4.4 OAO TNK-BP Holding, Opportunities 53
6.4.5 OAO
TNK-BP Holding, Threats 54
7 Russia Refining Industry, Deals Landscape
55
7.1 Acquisition 55
7.1.1 West Siberian Resources Acquires Alliance
Oil 55
7.1.2 Eni And Enel Acquire 20% Stake In OAO Gazprom Neft 56
7.1.3 ConocoPhillips Acquires Minority Stake In Lukoil 58
7.1.4 Sibneft
Completes The Sale Of Its Stake In Orenburgneft And ONACO To TNK 59
7.2
Debt Offerings 61
7.2.1 TNK-BP Completes $500 Million Notes Offering
61
7.2.2 TNK-BP Completes $800 Million Notes Offering 62
7.2.3 Gazprom
Neft Announces Debt Offering 64
7.3 Partnership 65
7.3.1 CNPC Forms
Joint Venture With Rosneft 65
7.3.2 Shell International Petroleum And
Alliance Oil Forms Retail Joint Venture 66
7.3.3 Rosneft Forms A Joint
Venture With Sinopec 67
7.3.4 Gazprom Forms A Joint Venture With
KazMunayGas 69
7.3.5 Lukoil And Technip Form A Joint Venture 70
7.3.6
Marathon Oil Company And YUKOS Oil Company Form Alliance 71
7.4 Asset
Transactions 72
7.4.1 TNK-BP solds its assets to RussNeft 72
8 Russia
Refining Industry, Recent Developments 74
8.1 Strategy and Business
Expansion 74
8.1.1 Apr 02, 2008: Shell To Join Rosneft' s JV With CNPC
74
8.1.2 Nov 23, 2007: C.A.T. Oil Signs Contract With Rosneft 74
8.1.3
Oct 18, 2007: TNK-BP, MGIMO and MIEP Enters Cooperation Agreement 75
8.2
Drilling and Production Updates 75
8.2.1 Apr 18, 2008: LUKOIL Completes
Reconstruction Of Odessa Refinery 75
8.3 Financial Announcements 76
8.3.1 Aug 29, 2008: LUKOIL Reports 1H 2008 Results 76
8.3.2 Aug 29, 2008:
Rosneft Reports 2Q 2008 Results 76
8.3.3 Jun 25, 2008: Tatneft Reports
2007 Results 78
8.3.4 Jun 09, 2008: Rosneft Reports Q1 2008 Results 78
8.3.5 Jun 04, 2008: LUKOIL Reports Q1 2008 Results 79
8.3.6 Apr 28, 2008:
Rosneft Declares Annual Dividend 80
8.3.7 Apr 10, 2008: LUKOIL Declares
2007 Results 80
8.3.8 Apr 08, 2008: Rosneft Declares Q4 2007 Results
81
8.3.9 Apr 04, 2008: Alliance Oil Reports 2007 Results 82
8.3.10 Jan
16, 2008: Rosneft Declares Q3 2007 Results 82
8.3.11 Dec 28, 2007:
Alliance Oil Declares Nine Months 2007 Results 83
8.3.12 Dec 21, 2007:
Tatneft Reports Nine Months Ended 2007 Results 83
8.3.13 Dec 12, 2007:
LUKOIL Reports Q3 2007 Results 83
8.3.14 Oct 30, 2007: Tatneft Reports H1
2007 Results 84
8.3.15 Oct 08, 2007: Gazprom Declares Q1 2007 Results
84
8.3.16 Oct 04, 2007: TNK-BP Reports H1 2007 Results 85
8.4 Other
Significant Developments 86
8.4.1 Aug 04, 2008: TNK-BP CFO Resigns 86
8.4.2 Jul 10, 2008: Russia Mulls Over Constructing Oil Refinery 86
8.4.3
Jul 07, 2008: BP To Sue Russian Partners In TNK-BP 87
8.4.4 Jun 25, 2008:
Gazprom Announces Changes In Management Committee 87
8.4.5 Jun 20, 2008:
Gazprom Neft To Invest $100 Million In Iran 88
8.4.6 May 26, 2008:
Surgutneftegas May Ship Talakan Oil To Khabarovsk Refinery 88
8.4.7 Apr
29, 2008: LUKOIL To Invest $25 Billion To Upgrade Refineries 88
8.4.8 Apr
10, 2008: Gazprom Appoints Director General Of Gazprom Transgaz St. Petersburg
89
8.4.9 Apr 04, 2008: LUKOIL Appoints Vice-President 89
8.4.10 Mar
17, 2008: TatNeft Files Arbitration Against Ukraine 89
8.4.11 Mar 10,
2008: Sibir Says Gazprom, MOGC End Moscow Oil Refinery Claims 90
8.4.12
Feb 21, 2008: TNK-BP To Invest Upto $2 Billion For Refining In Next Five Years
90
8.4.13 Feb 19, 2008: StatoilHydro Enters MoU With Arkhangelsk Oblast
90
8.4.14 Jan 25, 2008: Gazprom Plans To Make Major Investment In Serbian
Refinery 91
8.4.15 Jan 17, 2008: Gazprom Enters MoU With MOGC 91
8.4.16 Dec 27, 2007: Gazprom Plans To Invest RUB710.13 Billion In 2008 91
8.4.17 Dec 19, 2007: OJSC Chairman Resigns 92
8.4.18 Dec 03, 2007: Rosneft
Announces Management Changes 92
9 Appendix 93
9.1 Methodology 93
9.1.1 Coverage 93
9.1.2 Secondary Research 94
9.1.3 Primary Research
94
9.1.4 Expert Panel Validation 95
9.2 Units Of Measure 95
9.3
Contact Us 96
9.4 About Global Markets Direct 96
9.5 Disclaimer 96
1.1 List of Tables
Table 1: Russian Federation, Refinery Key
Statistics, 2007 10
Table 2: Russian Federation, Refining Capacity
Company-wise (MMTPA), 2000-2012 10
Table 3: Russian Federation, Crude
Distillation Unit Capacity (MMTPA), 2000-2012 12
Table 4: Russian
Federation, Crude Distillation Unit Capacity (MMTPA), 2000-2012 (Contd.,)
13
Table 5: Russian Federation, Coking Unit Capacity (MMTPA), 2000-2012
14
Table 6: Russian Federation, Fluid Catalytic Cracking Unit Capacity
(MMTPA), 2000-2012 15
Table 7: Russian Federation, Hydrocracking Unit
Capacity (MMTPA), 2000-2012 16
Table 8: LUKOIL Oil Company, Key Facts,
2007 17
Table 9: LUKOIL Oil Company, SWOT Analysis, 2007 26
Table 10:
LUKOIL Oil Company, Revenue by Segment, USD Million, 2003-2007 30
Table 11: LUKOIL Oil Company, Revenue by Geography, USD Million,
2003-2007 31
Table 12: LUKOIL Oil Company, Financial Statements, USD
Million, 2003-2007 32
Table 13: LUKOIL Oil Company, Financial Ratios,
USD Million, 2003-2007 33
Table 14: LUKOIL Oil Company Operational
Indicators, 2003-2007 34
Table 15: OJSC Rosneft Oil Company,Key Facts,
2007 35
Table 16: OJSC Rosneft Oil Company, SWOT Analysis, 2007 41
Table 17: OJSC Rosneft Oil Company, Revenue by Segment, USD Million,
2003-2007 46
Table 18: OJSC Rosneft Oil Company, Financial
Statements, USD Million, 2003-2007 46
Table 19: OJSC Rosneft Oil
Company, Financial Ratios, USD Million, 2003-2007 47
Table 20: OJSC
Rosneft Oil Company Operational Indicators, 2003-2007 47
Table 21: OAO
TNK-BP Holding, Key Facts, 2007 48
Table 22: OAO TNK-BP Holding, SWOT
Analysis 51
1.2 List of Figures
Figure 1: Russian Federation,
Company-Wise Share Vis-á-vis Growth in Refining Capacity, 2002-2007 11
Figure 2: LUKOIL Oil Company, Value Chain Analysis 22
Figure 3: OJSC
Rosneft Oil Company, Value Chain Analysis 38
Figure 4: Global Markets
Direct Methodology 93
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