the RUSSIA oil & gas competitive intelligence report - Report Buyer

More documents

Recommendations

Info

Russia Oil and Gas Competitive Intelligence Report 2010 A partial privatisation of Rosneft was completed in July 2006, with a US$10.6bn listing of the shares in London and Moscow. © Business Monitor International Ltd Page 35
Russia Oil and Gas Competitive Intelligence Report 2010 Lukoil Company Analysis SWOT Analysis Lukoil is the leading private Russian oil company and should remain so – particularly now that ConocoPhillips is on board as a strategic investor and upstream partner. Domestic volume growth is beginning to slow, but new projects, such as the Yuzhnoye Khylchuyu field in the Timan-Pechora region and fields in Uzbekistan and Iraq, provide growth potential. The downstream portfolio is also benefiting from international investment, putting Lukoil into a position of secure medium- and long-term revenue and earnings expansion. Strengths: Leading role in Russian oil supply Rising share of Caspian production Substantial domestic downstream business Strong portfolio of CEE downstream interests Conoco strategic partnership Weaknesses: Slower domestic growth than other producers Rising investment requirement Cost and efficiency disadvantages Opportunities: Growth in Russia/Caspian oil production Financial Statistics Revenues • US$81.5bn (2009) • US$107.7bn (2008) • US$82.2bn (2007) • US$68.1bn (2006) • US$56.2nn (2005) Net income • US$7.0bn (2009) • US$9.1bn (2008) • US$9.5bn (2007) • US$7.5bn (2006) • US$6.4bn (2005) Operating Statistics Net domestic oil production (inc. equity shares): • 1.84mn b/d (2009) • 1.93mn b/d (2008) • 1.95mn b/d (2007) Net domestic sale gas production: • 6.3bcm (2009) • 8.7bcm (2008) • 8.2bcm (2007) Refining throughput (group total): • 893,000,000b/d (2009) • 894,000b/d (2008) • 976,000b/d (2007) Proven oil and gas reserves: • 17.5boe (2009) • 19.3bn boe (2008) Rise in CEE regional oil consumption Cost cutting/asset upgrading potential Massive Iraq development Threats: Sustainability of Russian oil growth Oversupply in CEE refining capacity Changes in national energy policy © Business Monitor International Ltd Page 36
Page 1 and 2: 2010 www.businessmonitor.com the RU
Page 3 and 4: Russia Oil and Gas Competitive Inte
Page 35: Russia Oil and Gas Competitive Inte
Page 85 and 86: Russia Oil & Gas Competitive Intell
Page 87 and 88:
Russia Oil & Gas Competitive Intell
Page 89 and 90:
Russia Oil & Gas Competitive Intell
show all

the RUSSIA oil & gas competitive intelligence report - Report Buyer

Create successful ePaper yourself

Delete template?

Save as template?