Commodity market report

Global gas markets long-term supply outlook - Russian Federation - H2 2014

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Report summary

Russia is the world's largest pipe gas exporter and Gazprom is its only licensed exporter of pipe gas. While Russia will remain Europe's largest pipe importer through the forecast period political relations with Europe have deteriorated and Russia's focus is now firmly on initiating and growing pipe exports to China.

What's included

This report contains

  • Document

    Global gas markets - Russian Federation supply - H2 2014.xls

    XLS 554.00 KB

  • Document

    Global gas markets long-term supply outlook - Russian Federation - H2 2014

    PDF 2.47 MB

  • Document

    Global gas markets long-term supply outlook - Russian Federation - H2 2014

    ZIP 2.59 MB

  • Document

    Executive summary

    PDF 2.13 MB

  • Document

    Supply

    PDF 106.61 KB

  • Document

    Demand

    PDF 74.53 KB

  • Document

    Infrastructure

    PDF 138.28 KB

  • Document

    Supply-demand balances

    PDF 90.30 KB

  • Document

    Contracts

    PDF 104.41 KB

  • Document

    Trade

    PDF 110.51 KB

  • Document

    Risks and uncertainties

    PDF 53.62 KB

Table of contents

    • Map - key domestic and export infrastructure - Western Russia
      • Gazprom's Russian production potential underpinned by giant legacy fields and new Yamala Peninsula developments
      • Independent Producers have reduced Gazprom's share of the domestic market
      • Gas sales agreement with China will drive significant new upstream developments in East Siberia
    • Production Target
  • Demand
    • Export capacity
    • Export Pipelines Under Construction
    • Existing LNG Projects
    • Export Potential
    • Contracted exports vs export potential
    • Contracts with European buyers have evolved, lower ToP levels, more spot price indexation
    • Power of Siberia provides further opportunity for increasing contractual exposure to China, marketing of pre-FID LNG has stalled
    • Strategy
      • Pipe and storage
      • LNG
        • European exports back to pre-crisis levels in 2013, 2014 exports to Europe set to fall by 5% year on year
            • Russia exports to Europe increase as indigenous supply falls and LNG stays in the Pacific, exports to Ukraine remain at low level
            • Exports to Europe fall in the medium term as competition increases, exports to Asia are engine of growth
  • Risks and uncertainties

Tables and charts

This report includes 19 images and tables including:

Images

  • Domestic demand by sector
  • Executive summary: Image 1
  • Map - key domestic and export infrastructure - Eastern Russia
  • Russia West production potential*
  • Russia East production potential*
  • Infrastructure: Image 1
  • Available export volumes vs available export capacity
  • Contracts: Image 1
  • Total pipe imports into Europe by destination
  • Pipe imports into Europe
  • Export outlook v export potential
  • Export supply mix

Tables

  • Infrastructure: Table 1
  • Infrastructure: Table 2
  • Pre FID Pipelines
  • Infrastructure: Table 4
  • Infrastructure: Table 5
  • Pre FID LNG Projects
  • Import Pipelines

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