Russian Federation Gas Markets, 2011

Introduction

This profile is the essential source for top-level energy industry data and information. The report provides an overview of each of the key sub-segments of the energy industry in Russian Federation. It details the market structure, regulatory environment, infrastructure and provides historical and forecasted statistics relating to the supply/demand balance for each of the key sub-segments. It also provides information relating to the natural gas assets (gas fields, pipelines, LNG terminals and underground gas storage facilities) in Russian Federation. The report compares the investment environment in Russian Federation with other countries in the region. The profiles of the major companies operating in the natural gas sector in Russian Federation together with the latest news and deals are also included in the report.

Scope

- Historic and forecast data relating to production, consumption, imports, exports and reserves are provided for each industry sub-segment for the period 2000-2020.
- Historical and forecast data and information for all the major gas fields, (Liquified Natural Gas) LNG Terminals, pipelines and underground gas storage facilities in Russian Federation for the period 2000-2015.
- Operator and equity details for major natural gas assets in Russian Federation.
- Key information relating to market regulations, key energy assets and the key companies operating in the Russian Federation’s energy industry.
- Information on the top companies in the Russian Federation including business description, strategic analysis, and financial information.
- Product and brand updates, strategy changes, R&D projects, corporate expansions and contractions and regulatory changes.
- Key mergers and acquisitions, partnerships, private equity and venture capital investments, and IPOs.

Highlights

Reasons to buy

- Gain a strong understanding of the country’s energy market.
- Facilitate market analysis and forecasting of future industry trends.
- Facilitate decision making on the basis of strong historic and forecast production, reserves and capacity data.
- Assess your competitor’s major natural gas assets and their performance.
- Analyze the latest news and financial deals in the gas sector of each country.
- Develop strategies based on the latest operational, financial, and regulatory events.
- Do deals with an understanding of how competitors are financed, and the mergers and partnerships that have shaped the market.
- Identify and analyze the strengths and weaknesses of the leading companies in the country.

Report Highlights
OJSC Surgutneftegas
OJSC Rosneft Oil Company
OAO Gazprom
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1 Table of Contents
1 Table of Contents 2
1.1 List of Tables 8
1.2 List of Figures 10
2 Russian Federation Energy Sector 11
2.1 Russian Federation Energy Sector, Market Overview 11
2.2 Russian Federation Energy Sector, Natural Gas 11
2.2.1 Russian Federation Natural Gas, Overview 11
2.2.2 Russian Federation Natural Gas, Supply and Demand Balance 12
2.2.3 Russian Federation Natural Gas, Regulatory Structure 17
2.2.4 Russian Federation Natural Gas, Infrastructure 18
3 Russian Federation Gas Upstream Investment Environment Benchmarking 19
3.1 Introduction 19
3.2 The Overall Ranking 19
3.3 Upstream Fiscal Attractiveness 20
3.3.1 Maximum Government Take Index 21
3.3.2 Maximum State Participation 21
3.4 Gas Sector Performance 21
3.4.1 Exploration Activity 24
3.4.2 Gas Production 25
3.4.3 Gas Reserves 25
3.4.4 Gas Consumption 25
3.5 Economic Performance 26
3.5.1 GDP Growth Index 27
3.5.2 FDI Confidence Index 27
3.5.3 Balance of Trade Index 28
3.6 Socio-Political Performance 28
3.6.1 Democracy Index 30
3.6.2 Governance Index 30
4 Russian Federation Exploration and Production Sector 31
4.1 Russian Federation Exploration and Production Sector, Country Snapshot 31
4.1.1 Russian Federation Exploration and Production Sector, Key Data 31
4.1.2 Russian Federation Exploration and Production Sector, Natural Gas Assets Map 31
4.2 Russian Federation Exploration and Production Sector, Marketed Natural Gas Production 32
4.2.1 Russian Federation Exploration and Production Sector, Total Marketed Natural Gas-Historical Production 32
4.2.2 Russian Federation Exploration and Production Sector, Marketed Natural Gas-Historical Production by Type 33
4.2.3 Russian Federation Exploration and Production Sector, Marketed Natural Gas Production by Assets 34
4.2.4 Russian Federation Exploration and Production Sector, Marketed Equity Weighted Natural Gas Production by Company 35
4.2.5 Russian Federation Exploration and Production Sector, Market Share based on Marketed Natural Gas Production 36
4.3 Russian Federation Exploration and Production Sector, Marketed Natural Gas Forecasts 38
4.3.1 Russian Federation Exploration and Production Sector, Marketed Natural Gas Forecasted Production 38
4.4 Russian Federation Exploration And Production Sector, Natural Gas Asset Details 39
4.4.1 Russian Federation Exploration And Production Sector, Active Natural Gas Asset Details 39
4.4.2 Russian Federation Exploration And Production Sector, Planned Natural Gas Asset Details 41
4.5 Russian Federation Exploration And Production Sector, Major Gas Discoveries 41
4.5.1 Russian Federation Exploration And Production Sector, Number of Gas Discoveries, 2005-2010 41
4.5.2 Russian Federation Exploration And Production Sector, Gas Discovery Details 42
4.6 Russian Federation Exploration And Production Sector, Recent Discoveries 43
4.6.1 Aug 05, 2011: International Petroleum Finds Oilfield At Krasnoleninskiy Project In Western Siberia, Russia 43
4.6.2 Aug 04, 2011: PetroNeft Resources Finds Oil At Sibkrayevskaya No. 372 Well In License 61, Russia 43
4.6.3 Jul 26, 2011: Helium Studies Confirm Presence Of Oil On Aysky Block In Bashkiriya, Russia: Shelton Petroleum 45
4.6.4 Jun 27, 2011: Rosneft Discovers New Deposit In Krasnodar Region 45
4.7 Russian Federation Exploration And Production Sector, Drilling and Production Updates 46
4.7.1 Jul 08, 2011: NOVATEK Provides Preliminary Operating Data For Q2 And H1 2011 46
4.7.2 Jun 29, 2011: Exillon Energy Provides Update On EWS-10274 Exploration Well In Russia 46
4.7.3 May 17, 2011: Gazprom's Autumn/Winter Gas Output Reaches 285.6bcm 47
4.7.4 Apr 06, 2011: Production Output At Vankor Field In Russia Reaches 20 Million Tonnes: Rosneft 47
5 Russian Federation Pipeline Sector 48
5.1 Russian Federation Pipeline Sector, Key Data 48
5.2 Russian Federation Pipeline Sector, An Overview 48
5.3 Russian Federation Pipeline Sector, Comparison of Key Natural Gas Pipeline Companies 48
5.4 Russian Federation Pipeline Sector, Natural Gas Pipelines 50
6 Russian Federation LNG Sector 57
6.1 Russian Federation LNG Sector, Key Data 57
6.2 Russian Federation LNG Sector, Liquefaction 57
6.2.1 Russian Federation LNG Sector, Liquefaction, Total Liquefaction Capacity 57
6.2.2 Russian Federation LNG Sector, Liquefaction Capacity- Wise (Million Tonnes) Market Share By Company 58
6.2.3 Russian Federation LNG Sector, Liquefaction, Asset Wise Liquefaction Capacity 59
7 Russian Federation Underground Gas Storage Sector 60
7.1 Russian Federation Underground Gas Storage Sector, Key Data 60
7.2 Russian Federation Underground Gas Storage Sector, An Overview 60
7.3 Russian Federation Underground Gas Storage Sector, Capacity-Wise Market Share by Company 60
7.4 Russian Federation Underground Gas Storage Industry 61
7.4.1 Underground Gas Storage Industry in Russian Federation, Storage Capacity by Area, May 2011 61
7.5 Russian Federation Underground Gas Storage Sector, Storage Capacity 61
7.5.1 Russian Federation Underground Gas Storage Sector, Storage Capacity of Active Terminals 61
7.5.2 Russian Federation Underground Gas Storage Sector, Storage Capacity of Planned Terminals 62
8 Profile of OJSC Surgutneftegas 64
8.1 OJSC Surgutneftegas, Key Information 64
8.2 OJSC Surgutneftegas, Company Overview 64
8.3 OJSC Surgutneftegas, Business Description 64
8.3.1 Business Overview 64
8.3.2 Oil and Gas Exploration 65
8.3.3 Oil and Gas Production 65
8.3.4 Oil Refining and Gas Processing 66
8.3.5 Power Generation 67
8.3.6 Sales of Petroleum Products 67
8.4 OJSC Surgutneftegas, SWOT Analysis 68
8.4.1 Overview 68
8.4.2 OJSC Surgutneftegas Strengths 68
8.4.3 OJSC Surgutneftegas Weaknesses 69
8.4.4 OJSC Surgutneftegas Opportunities 69
8.4.5 OJSC Surgutneftegas Threats 70
9 Profile of OJSC Rosneft Oil Company 72
9.1 OJSC Rosneft Oil Company, Key Information 72
9.2 OJSC Rosneft Oil Company, Company Overview 72
9.3 OJSC Rosneft Oil Company, Business Description 72
9.3.1 Business Overview 72
9.3.2 Exploration and Production 73
9.3.3 Other Activities 73
9.3.4 Refining, Marketing and Distribution 74
9.4 OJSC Rosneft Oil Company, SWOT Analysis 74
9.4.1 Overview 74
9.4.2 OJSC Rosneft Oil Company Strengths 75
9.4.3 OJSC Rosneft Oil Company Weaknesses 76
9.4.4 OJSC Rosneft Oil Company Opportunities 77
9.4.5 OJSC Rosneft Oil Company Threats 77
10 Profile of OAO Gazprom 79
10.1 OAO Gazprom, Key Information 79
10.2 OAO Gazprom, Company Overview 79
10.3 OAO Gazprom, Business Description 79
10.3.1 Business Overview 79
10.3.2 Gas Distribution 80
10.3.3 Gas Production 80
10.3.4 Gas Transportation 81
10.3.5 Other Activities 82
10.3.6 Production of Crude Oil and Gas Condensate 82
10.3.7 Refining 83
10.4 OAO Gazprom, SWOT Analysis 84
10.4.1 Overview 84
10.4.2 OAO Gazprom Strengths 84
10.4.3 OAO Gazprom Weaknesses 85
10.4.4 OAO Gazprom Opportunities 86
10.4.5 OAO Gazprom Threats 87
11 Financial Deals Landscape 89
11.1 Detailed Deal Summary 89
11.1.1 Acquisition 89
11.1.2 Equity Offerings 96
11.1.3 Debt Offerings 98
11.1.4 Partnerships 103
11.1.5 Asset Transactions 107
12 Recent Developments 109
12.1 License Awards 109
12.1.1 Apr 06, 2011: Rosneft Receives License To Explore Naulsk Oil Field In Nenets Autonomous District, Russia 109
12.1.2 Dec 23, 2010: Matra Petroleum Awards Production License For Sokolovskoe Field To Arkhangelovsoe 109
12.2 Strategy and Business Expansion 109
12.2.1 May 30, 2011: Gazprom Neft And Schlumberger Sign Technological Co-operation Agreement 109
12.2.2 May 27, 2011: Gazprom And E.ON Discuss Joint Projects 110
12.2.3 May 26, 2011: Gazprom And Japanese Companies To Build LNG Plant In 2016 110
12.2.4 May 18, 2011: Russia And Slovenia Express Interest In Further Partnership Deepening Within Energy Sector 110
12.3 Other Significant Developments 111
12.3.1 Aug 03, 2011: Urals Energy Provides Drilling And Production Update 111
12.3.2 Aug 01, 2011: Volga Gas Wins Approval For New C3 Prospective Resource Estimates For New Supra-Salt Prospect In Precaspian License Area 111
12.3.3 Aug 01, 2011: Transneft To Commence Operations Of BTS-2 111
12.3.4 Jul 28, 2011: Mooncor Oil & Gas Appoints Richard Patricio As Director 112
12.4 New Contracts Announcements 112
12.4.1 Jul 20, 2011: Gazprom Signs Agreement With IOCL To Supply LNG For 25 Years 112
12.4.2 Jun 17, 2011: Sovcomflot Signs Contract With GGLNG For Two LNG Carriers 112
13 Appendix 115
13.1 Abbreviations 115
13.2 Methodology 115
13.2.1 Coverage 115
13.2.2 Secondary Research 116
13.2.3 Primary Research 116
13.2.4 Expert Panel Validation 116
13.3 Contact Us 117
13.4 Disclaimer 117
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1.1 List of Tables
Table 1: Russian Federation, Historic and Forecast Production and Consumption of Natural Gas, Billion Cubic Feet, 2000-2020 12
Table 2: Russian Federation, Historic and Forecast Exports and Imports of Natural Gas, Billion Cubic Feet, 2000-2020 14
Table 3: Russian Federation, Historic Reserves of Natural Gas, Trillion Cubic Feet, 2000-2010 16
Table 4: Former Soviet Union, Investment Benchmarking, Overall Country Rankings, Jul 2011 19
Table 5: Former Soviet Union, Investment Benchmarking, Upstream Fiscal Attractiveness, Jul 2011 20
Table 6: Former Soviet Union, Investment Benchmarking, Gas Sector Performance, Jul 2011 22
Table 7: Former Soviet Union, Investment Benchmarking, Economic Performance, Jul 2011 26
Table 8: Former Soviet Union, Country Standings, Economic Performance, Jul 2011 26
Table 9: Former Soviet Union, Investment Benchmarking, Socio-Political Performance, Jul 2011 28
Table 10: Former Soviet Union, Country Standings, Socio-Political Performance, Jul 2011 29
Table 11: Russian Federation, Natural Gas Key Statistics, 2010 31
Table 12: Russian Federation, Total Marketed Natural Gas Production (MMcf), 2003-2010 32
Table 13: Russian Federation, Marketed Natural Gas Production by Type (MMcf), 2003-2010 33
Table 14: Russian Federation, Marketed Natural Gas Production (MMcf), by Assets, 2003-2010 34
Table 15: Russian Federation, Marketed Equity Weighted Natural Gas Production by Company (MMcf), 2003-2010 35
Table 16: Russian Federation, Market Share (%) of Key Companies based on Marketed Natural Gas Production, 2003-2010 36
Table 17: Russian Federation, Marketed Natural Gas Production (MMcf), Forecast by Assets, 2011- 2015 38
Table 18: Russian Federation, Active Gas Field Assets Details 39
Table 19: Russian Federation, Planned Gas Field Assets Details 41
Table 20: Russian Federation, Number of Gas Discoveries, 2005-2010 41
Table 21: Russian Federation, Gas Discovery Details, 2005-2010 42
Table 22: Russian Federation, Pipeline Key Statistics, Jul 2011 48
Table 23: Russian Federation, Natural Gas Pipeline Length by Company (Km), Jul 2011 48
Table 24: Russian Federation Natural Gas Pipelines, Jul 2011 50
Table 25: Russian Federation Natural Gas Pipelines, Jul 2011 (Contd.1) 51
Table 26: Russian Federation Natural Gas Pipelines, Jul 2011 (Contd.2) 52
Table 27: Russian Federation Natural Gas Pipelines, Jul 2011 (Contd.3) 53
Table 28: Russian Federation Natural Gas Pipelines, Jul 2011 (Contd.4) 54
Table 29: Russian Federation Natural Gas Pipelines, Jul 2011 (Contd.5) 55
Table 30: Russian Federation Natural Gas Pipelines, Jul 2011 (Contd.6) 56
Table 31: Russian Federation LNG Key Statistics, Jul 2011 57
Table 32: Russian Federation, Total Liquefaction Capacity (Million Tonnes), 2000-2015 57
Table 33: Russian Federation, Liquefaction Capacity, Company-Wise 2000-2015 58
Table 34: Russian Federation, Liquefaction Capacity (Million Tonnes), 2000-2015 59
Table 35: Russian Federation, Underground Gas Storage Key Statistics, Jul 2011 60
Table 36: Russian Federation, Underground Gas Storage Capacity by Company (MMcf), Jul 2011 60
Table 37: Russian Federation, Underground Working Gas Capacity (MMcf) by Area, Jul 2011 61
Table 38: Russian Federation, Active Underground Gas Storage Capacity (MMcf), Jul 2011 62
Table 39: Russian Federation, Planned Underground Gas Storage Capacity (MMcf), Jul 2011 63
Table 40: OJSC Surgutneftegas, Key Facts 64
Table 41: OJSC Surgutneftegas, SWOT Analysis 68
Table 42: OJSC Rosneft Oil Company, Key Facts 72
Table 43: OJSC Rosneft Oil Company, SWOT Analysis 75
Table 44: OAO Gazprom, Key Facts 79
Table 45: OAO Gazprom, SWOT Analysis 84
Table 46: ONGC Videsh, GAIL (India) And Petronet LNG Plan To Acquire Minority Stake In Yamal LNG 89
Table 47: Arcland Energy To Acquire 74.99% Interest In Kumskaya Neft 90
Table 48: Total Acquires 12.1% Stake In Novatek 91
Table 49: INTER RAO To Acquire 49% Stake In Northgas 93
Table 50: Gazprom Neft And TNK-BP Acquire 100% Stake In Messoyakhaneftegaz 94
Table 51: Gazprom Sells 9.4% Stake In NOVATEK To Gazprombank 95
Table 52: Itera Plans For Initial Public Offering 96
Table 53: PetroKamchatka Plans Private Placement For $30 Million 97
Table 54: LUKOIL Plans For Public Offering 97
Table 55: OJSC Alliance Oil Completes Public Offering Of 8.85% Rouble Bond Due 2021 For $355.9 Million 98
Table 56: Gazprom Plans To Issue BO-01 And Bo-28 Series Bonds 99
Table 57: Gazprom Neft Completes Public Offering Of 8.5% Series 08 Bonds For $340.8 Million 100
Table 58: Gazprom Neft Completes Public Offering Of 8.5% Series 09 Bonds For $340.8 Million 101
Table 59: Gazprom Neft Completes Public Offering Of 8.9% Series 10 Bonds For $340.8 Million 102
Table 60: Repsol To Form Joint Venture With Alliance Oil Company 103
Table 61: LUKOIL And Bashneft To Form Joint Venture 104
Table 62: Rosneft And Exxon Mobil To Form Joint Venture 105
Table 63: Rosneft To Form Partnership With BP 106
Table 64: Novatek Plans To Acquire Remaining 25.1% Stake In Yamal LNG Project 107
Table 65: Total To Acquire 20% Stake In Yamal LNG Project Form NOVATEK 108
1.2 List of Figures
Figure 1: Russian Federation, Energy Consumption Split By Fuel Type (%), 2010 11
Figure 2: Russian Federation, Natural Gas Production And Consumption, Billion Cubic Feet, 2000-2020 13
Figure 3: Russian Federation, Natural Gas Imports And Exports, Billion Cubic Feet, 2000-2020 15
Figure 4: Russian Federation, Natural Gas Reserves, Trillion Cubic Feet, 2000-2010 17
Figure 5: Former Soviet Union, Country Standings, Upstream Fiscal Attractiveness, Jul 2011 21
Figure 6: Former Soviet Union, Country Standings, Gas Sector Performance, by Reserves-Exploration & Production, Jul 2011 23
Figure 7: Former Soviet Union, Country Standings, Gas Sector Performance, by Production & Consumption, Jul 2011 24
Figure 8: Former Soviet Union, Country Standings, Number of Exploration Blocks Awarded, Jul 2011 25
Figure 9: Former Soviet Union, Country Standings, Economic Performance, Jul 2011 27
Figure 10: Former Soviet Union, Country Standings, Socio-Political Performance, Jul 2011 29
Figure 11: Russian Federation, Natural Gas Assets Map, Jul 2011 31
Figure 12: Russian Federation, Total Marketed Natural Gas Production (MMcf), 2003-2010 32
Figure 13: Russian Federation, Marketed Natural Gas Production by Type (MMcf), 2003-2010 33
Figure 14: Russian Federation, Marketed Equity Weighted Natural Gas Production by Key Companies (MMcf), 2003-2010 36
Figure 15: Russian Federation, Market Share (%) of Key Companies based on Marketed Natural Gas Production, 2010 37
Figure 16: Russian Federation, Number of Gas Discoveries, 2005-2010 42
Figure 17: Russian Federation, Natural Gas Pipeline Length by Company (Km), Jul 2011 49
Figure 18: Russian Federation, Total Liquefaction Capacity (Million Tonnes), 2000-2015 58
Figure 19: Russian Federation, Liquefaction Capacity, Company-wise (Million Tonnes), 2000-2015 59
Figure 20: Russian Federation, Underground Working Gas Capacity (MMcf) by Area (%), Jul 2011 61
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