Russian Oil and Gas Industry Analysis

Table of Contents

1. Analyst View

2. Russian Oil & Natural Gas Industry - An Overview

• 2.1 Russia in Context with Global Oil & Natural Gas Industry
  • 2.1.1 Reserves
  • 2.1.2 Production
  • 2.1.3 Consumption

3. What makes Russian Oil & Natural Gas Industry Attractive?

• 3.1 Geographical Advantage & High Reserves
• 3.2 Increasing Domestic Demand
• 3.3 Importance in European Countries
• 3.4 Well-established Distribution System
• 3.5 Appreciation of Euro against Russian Currency

4. Russian Oil & Natural Gas Industry Performance

• 4.1 Oil Industry
  • 4.1.1 Reserves
  • 4.1.2 Production
  • 4.1.3 Consumption
  • 4.1.4 Refinery Capacities
  • 4.1.5 Net Export
  • 4.1.6 Oil Pipelines
    • 4.1.6.1 Baltic Pipeline System (BPS)
    • 4.1.6.2 Murmansk & Kharyaga-Indiga Pipelines
    • 4.1.6.3 Druzhba & Adria Pipelines
    • 4.1.6.4 Eastern Siberia Pacific Ocean (ESPO) Pipelines
  • 4.1.7 Petroleum Products
    • 4.1.7.1 Production
    • 4.1.7.2 Consumption/Sale
    • 4.1.7.3 Export
• 4.2 Natural Gas Industry
  • 4.2.1 Reserves
  • 4.2.2 Production
  • 4.2.3 Consumption
  • 4.2.4 Export
  • 4.2.5 Gas Pipeline Expansion Projects
    • 4.2.5.1 Yamal-Europe II
    • 4.2.5.2 Blue Stream Pipelines
    • 4.2.5.3 Nordstream Pipelines
• 4.3 Investment in Energy Sector
• 4.4 Industry Structure
• 4.5 Energy Policy

5. Opportunities

• 5.1 Zooming Automobile Industry
• 5.2 Huge Demand from Overseas Market
• 5.3 Russian Players to Dominate Neighboring Countries
• 5.4 Equipment & Services Market
• 5.5 Alternate Oil Export Routes

6. Challenges

• 6.1 Government Policies
• 6.2 Ceiled Foreign Investment
• 6.3 Development of Alternate Fuels

7. Future Prospects

• 7.1 Natural Gas
  • 7.1.1 Steady Growth in Production
  • 7.1.2 Independent Producers Expected to Perform Strongly
  • 7.1.3 Import from Central Asia to Move Steadily
  • 7.1.4 Domestic Consumption to Remain High
  • 7.1.5 Transportation to Europe & Asia Projected to Surge
  • 7.1.6 Domestic Gas Prices Anticipated to Rise
• 7.2 Petroleum Products
  • 7.2.1 Gasoline Consumption Expected to Increase
  • 7.2.2 Diesel Consumption Projected to Grow
  • 7.2.3 Export

8. Key Players

• 8.1 Lukoil
• 8.2 TNK-BP
• 8.3 Rosneft
• 8.4 OAO Gazprom
• 8.5 OJSC Surgutneftegas
• 8.6 OAO Tatneft
• 8.7 RussNeft

List of Figures:

• Figure 2-1: Global - Top Ten Countries by Proven Oil Reserves (in Billion Barrels), 2006
• Figure 2-2: Global - Top Ten Countries by Proven Natural Gas Reserves (in Trillion Cubic Meter), 2006
• Figure 2-3: Global - Top Ten Oil* Producing Countries (in Million Metric Tons), 2006
• Figure 2-4: Global - Top Ten Natural Gas* Producing Countries (in Billion Cubic Meter), 2006
• Figure 2-5: Global - Top Ten Oil Consuming* Countries (in Million Metric Tons), 2006
• Figure 2-6: Global - Top Ten Natural Gas Consuming Countries (in Billion Cubic Meter), 2006
• Figure 3-1: Europe & Eurasia - Proven Oil Reserves by Country (%), 2006
• Figure 3-2: Europe & Eurasia - Proven Natural Gas Reserves by Country (%), 2006
• Figure 3-3: Russia - Energy Consumption (in Kg Oil Equivalent per Head), 2002-2007E
• Figure 3-4: EU-27 - Crude Oil Import by Country (%), 2005
• Figure 3-5: EU-27 - Natural Gas Import by Country (%), 2005
• Figure 4-1: Russia - Proven Oil Reserves (in Billion Barrels), 2001-2006
• Figure 4-2: Russia - Oil* Production (in Million Metric Tons), 2001-2007E
• Figure 4-3: Russia - Oil Consumption* (in Million Metric Tons), 2001-2006
• Figure 4-4: Russia - Refinery Capacities (in Million Barrels per Year), 2001-2006
• Figure 4-5: Russia - Net Export of Oil (in ' 000 Barrels per Day), 2001-2006
• Figure 4-6: Russia - Gasoline*, Diesel* & Bunker Oil Production (in Million Metric Tons), 2004-2007E
• Figure 4-7: Russia - Gasoline*, Diesel* & Bunker Oil Consumption/Sale (in Million Metric Tons), 2004-2006P
• Figure 4-8: Russia - Gasoline*, Diesel* & Bunker Oil Export (in Million Metric Tons), 2004-2006P
• Figure 4-9: Russia - Proven Natural Gas Reserves (in Trillion Cubic Meter), 2002-2006
• Figure 4-10: Russia - Natural Gas* Production (in Billion Cubic Meter), 2002-2007E
• Figure 4-11: Russia - Natural Gas Consumption (in Billion Cubic Meter), 2002-2007E
• Figure 4-12: Russia - Natural Gas Consumption by Industry (%), 2006
• Figure 4-13: Russia - Natural Gas Export (in Billion Cubic Meter), 2005 & 2006
• Figure 4-14: Russia - Natural Gas Export by Country (%), 2006P
• Figure 4-15: Russia - Foreign Investment in Energy Sector (in Million US$), 2003-2006
• Figure 4-16: Russia - Structure of Oil Industry by Output (%), 2007*
• Figure 4-17: Russia - Liquid Output by Company (%), 2006
• Figure 5-1: Russia - Forecast for Passenger Car Registration* (in Million Units), 2008-2012
• Figure 5-2: Global - Forecast for Petroleum Consumption by Major Region (in Barrels per Day), 2008-2012
• Figure 5-3: Global - Forecast for Natural Gas Consumption by Major Region (in Billion Cubic Meter), 2008-2012
• Figure 7-1: Russia - Forecast for Natural Gas* Production (in Billion Cubic Meter), 2008-2012
• Figure 7-2: Russia - Forecast for Natural Gas Production by Independent Producers (in Billion Cubic Meter), 2010 & 2030
• Figure 7-3: Russia - Forecast for Import of Natural Gas from Central Asia (in Billion Cubic Meter), 2010 & 2030
• Figure 7-4: Russia - Forecast for Natural Gas Consumption (in Billion Cubic Meter), 2008-2012
• Figure 7-5: Russia - Forecast for Natural Gas Transportation to Europe & Asia (in Billion Cubic Meter), 2010 & 2030
• Figure 7-6: Russia - Forecast for Domestic Natural Gas Prices (in US$ per ' 000 Cubic Meter), 2008 to 2011
• Figure 7-7: Russia - Forecast for Gasoline Consumption* (in Million Metric Tons), 2008-2012
• Figure 7-8: Russia - Forecast for Diesel Consumption (in Million Metric Tons), 2008-2012
• Figure 7-9: Russia - Forecast for Petroleum Products Export (in Million Metric Tons), 2008, 2010 & 2012

List of Tables:

• Table 8-1: Lukoil - Key Financials (in Million US$), 2005 & 2006
• Table 8-2: TNK-BP - Key Financials (in Million US$), 2005 & 2006
• Table 8-3: Rosneft - Key Financials (in Million US$), 2005 & 2006
• Table 8-4: OAO Gazprom - Key Financials (in Million RUR), 2005 & 2006
• Table 8-5: OJSC Surgutneftegas - Key Financials (in Million RUR), 2005 & 2006
• Table 8-6: OAO Tatneft - Key Financials (in Million RUR), 2005 & 2006
• Table 8-7: RussNeft - Key Financials (in Million RUR), 2004 & 2005