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Rosneft corporate report

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07 March 2019

Rosneft corporate report

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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Table of contents

  • Other Rosneft research
  • Executive summary
    • Overview
    • Current strategic positioning
    • Strategic priorities
      • 1. Financial strength underpinned by robust cash flow generation
        • 1.1 Deleveraging balance sheet
        • 1.2 Investment ramp up will drive the near-term growth, but no visibility on long-term investment options
      • 2. Production growth
        • 2.1 Organic growth underpinned by greenfield developments; managing decline from legacy assets is key
        • 2.2 Investing in the next phase of growth
      • 3. Strengthening gas/LNG portfolio
      • 4. Portfolio internationalisation
        • MENA gains strategic importance, as the lines between business and geopolitics get blurred
      • 5. Strategic partnerships
        • Relationship with the state
  • Financial health
  • Investment
  • Resources and reserves
  • Production overview
  • Economic assumptions

Tables and charts

This report includes 31 images and tables including:

  • SWOT analysis
  • Rosneft's cash flow breakevens
  • Benchmarking: upstream cash flow breakevens (2019 - 2021)
  • Rosneft's upstream cash flow by country
  • Benchmarking: upstream cash flow outlook
  • Benchmarking: return on discretionary projects
  • Benchmarking: capex (2019 - 2023)
  • Benchmarking: reserves and resources detail
  • Benchmarking: reserves and resources life
  • Production overview: Image 1
  • Base price assumptions (nominal terms)
  • Economic assumptions: Image 1
  • Economic assumptions: Image 2
  • High price assumptions
  • Low price assumptions
  • Value assumptions
  • Foreign exchange rate assumptions
  • Relative share price performance
  • Market premium to WM valuation
  • Strategic fit for Rosneft's global portfolio
  • Benchmarking: NPV, 10 by resource theme
  • Rosneft's reserves by resource theme
  • Benchmarking: Russia's largest gas producers
  • Benchmarking: gas as a % of total production
  • Net debt outlook
  • Benchmarking: cash flow breakevens (2019-20)
  • Benchmarking: return on discretionary projects*
  • Rosneft capital investment (2019- 2023)
  • Reported historic and Wood Mackenzie forecast total production
  • Benchmarking: total production
  • Benchmarking: production CAGR

What's included

This report contains:

  • Document

    Rosneft corporate report

    PDF 1.13 MB

  • Document

    Rosneft corporate report

    ZIP 1.73 MB

  • Document

    Rosneft Corporate Report.xlsx

    XLSX 1.14 MB

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