Introduction
Russian Gas on Global Markets: Potential, Strategies and Outlook delivers a comprehensive
analysis of the gas balance and supply chain of Gazprom, and provides an outlook for the
company's impact on international markets with three scenarios for the development of
Gazprom's capability of a global gas player. It goes beyond the facade of official statements
by government officials and corporate executives and examines key factors and trends
influencing and shaping the world's largest gas company's international business.
Key questions addressed in the study:
* What are the priorities of Gazprom's strategic development?
* How will anticipated domestic developments influence Gazprom's export-bound liabilities?
* How does internal decision-making at Gazprom influence export priorities?
* How do international markets react to Gazprom's export ambitions?
* What is Gazprom's position in countries that import Russian natural gas?
* What are the key strengths and weaknesses that shape Gazprom's positions on international
markets?
* What are the economics of Gazprom's supplies to individual markets?
* Is Gazprom capable of reaching its global objectives?
* What strategies could strengthen the role of Russian gas on global markets?
Key blocks of issues analyzed:
* Gas reserves of Russia and Gazprom
* Outlook for Gazprom's production capability, development prospects for traditional and new
gas provinces
* Gas transportation system: condition, plans for developing new export routes
* Decision-making factors and practices at government and corporate level
The study examines Gazprom's positions on current and prospective international markets
providing detailed profiles of 42 importer countries, complete with operations of Gazprom's
international and joint ventures. The unique element of the study is the analysis of netbacks
for Gazprom's exports to each European export market.
Key data in each country profile covers:
* Current balances of primary energy sources
* Current, developed and projected gas infrastructure and sources
* Historic and present gas consumption and share of gas exports from Russia
* Gazprom's counterparts and interactions with them
* Locally operating Gazprom's subsidiary and affiliated companies
* Factors and trends shaping increase/decrease of volumes supplied by Gazprom
* Outlook for Gazprom's exported gas volumes (physical and monetary) to 2020
* Netbacks to the Russian border forecasted to 2020
Russian Gas on Global Markets: Potential, Strategies and Outlook develops three scenarios for
Gazprom's exports in 2008-2020 based on:
* Demand for natural gas in Europe, CIS, North-East Asia, North America
* Gazprom's contracted and supplied export volumes, current and projected
* Projected gas prices on export markets
* Status of Gazprom's current and prospective E&P and midstream projects
* Transportation costs for Russian gas supplies and export tax payments
The scenarios take into account recent developments in gas transportation including the South
Stream project.
The study also contains a ranking of countries importing Russian natural gas according to
their strategic value for Gazprom (in terms of sales and transit volumes), that suggests the
priorities in Gazprom's export policy.
Russian Gas on Global Markets: Potential, Strategies and Outlook is an essential analytical
support tool for:
* energy policy-makers
* gas producers
* utilities and other gas consumers
* gas transportation, distribution and trading companies
* financial and investment institutions
* contractors and equipment suppliers