Russia and Caspian upstream in brief
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Global upstream updates: our favourite slides and topics
- TotalEnergies fully exits Arctic LNG-2
- Kazakhstan launches new licensing round after muted response to April auction
- Azerbaijan’s SOCAR acquires Itochu’s 3.65% non-operated stake in ACG
- EU adopts 21 st sanctions package
- Drone strikes on tankers halt CPC loadings, threatening Kazakhstan's oil output
- Ukraine attacks several Russian refineries. Oil production falls.
- PETRONAS deepens Turkmenistan footprint with offshore Caspian acreage
- Kazakhstan awards EPC contract for 2.5 bcma Kashagan GPP
- Rosneft reports Q1 2026 results
- BP launches first non-associated gas output at ACG in Azerbaijan
- Kashagan maintenance deferral and Tengizchevroil recovery keep Kazakh oil production high
- 325 more item(s)...
Tables and charts
This report includes the following images and tables:
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April 2026 auction resultsACG cash flow and capex outlookKazakhstan exports by route, H1 2026
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OPEC+ 'required production' versus Wood Mackenzie viewPETRONAS offshore acreage in the Turkmen sector of the Caspian SeaKashagan oil production by phaseAzerbaijan gas exports and pipeline capacityKazakhstan monthly liquids production in 2026Chonski productionBrody PS on 27 September 2025Brody PS on 27 April 2026Urengoiskoye Achimov blocks
- 210 more item(s)...
What's included
This report contains:
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