Insight
Russian Federation upstream: seven signposts for the future
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The outlook for Russia’s upstream has changed beyond all recognition since the invasion of Ukraine. The loss of traditional markets for its oil and gas has forced a rethink in where to invest to support future production and how it can monetise those volumes. But what are the signposts to look for as Russia accelerates this journey? We assess the future of Russia’s upstream: • E&A – what next for onshore exploration? • OPEC+ – what could Russia’s target oil production be? • Gas monetisation – what is the significance of a new gas deal with China? • Energy strategy – how will the state accelerate the pivot to Asia? • Companies – what will Rosneft and Gazprom do next? • Shipping – how will domestic solutions maximise long-term value? • Northern Sea Route – how will the Vostok Oil project drive its development?
Table of contents
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Executive summary
- 5. What will Russian companies do next?
- 6. Russia as a price maker rather than a price taker
Tables and charts
This report includes the following images and tables:
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Discovered resourcesShort-term oil production outlookOil & gas equipment imports
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Key oil and gas roles in Russian stateUnfriendly countries defined in Russian lawRussian oil pricesNorthern Sea Route and key ports
What's included
This report contains:
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