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Rosneft corporate report

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Report summary

Rosneft has endured a bumpy ride over the past few years. The introduction of US/EU sanctions in late 2014 and the coincidental oil price collapse forced the company to adopt an increasingly defensive strategy. The focus has shifted from emergent domestic resource themes – Arctic exploration, tight oil, LNG – to its vast, low-cost, mature asset base in West Siberia. But the strategy is working: Rosneft has been strong through the downturn – increasing investment, holding production and paying down debt – and is well placed to handle a lower-for-longer price scenario .

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    Rosneft corporate report

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Table of contents

  • Other Rosneft research
  • Executive summary
    • Overview
    • Current strategic positioning
      • 1. Financial strength
      • 2. Production growth
      • 3. Strengthening gas/LNG portfolio
      • 5. Strategic partnerships
      • 6. Relationship with the state
  • Financial health
  • Investment
  • Production overview
  • Economic assumptions

Tables and charts

This report includes 31 images and tables including:

Images

  • Rosneft's cash flow breakevens
  • Benchmarking: upstream cash flow breakevens (2017 - 2019)
  • Rosneft's upstream cash flow by country
  • Benchmarking: upstream cash flow outlook
  • Rosneft's top 5 probable projects by capex to 2030
  • Benchmarking: capex (2017 - 2021)
  • Production overview: Image 1
  • Economic assumptions: Image 1
  • Economic assumptions: Image 2
  • Relative share price performance
  • Market premium to WM valuation
  • Strategy: Image 3
  • Benchmarking: NPV, 10 by resource theme
  • Rosneft's reserves by resource theme
  • Benchmarking: reserves and resources detail
  • Benchmarking: reserves and resources life
  • Net debt outlook
  • Benchmarking: cash flow breakevens (2017-18)
  • Benchmarking: return on discretionary projects
  • Rosneft capital investment (2017- 2021)
  • Reported historic and Wood Mackenzie forecast total production
  • Strategy: Image 11
  • Strategy: Image 12
  • Benchmarking: Russia's largest gas producers
  • Benchmarking: gas as a % of total production

Tables

  • SWOT analysis
  • Base price assumptions (nominal terms)
  • Economic assumptions: Table 2
  • Economic assumptions: Table 3
  • Economic assumptions: Table 4
  • Economic assumptions: Table 5

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