Russia Energy Market Outlook for 2018 – Market Trends and Competitive Landscape

1 Table of Contents

1 Table of Contents 1

1.1 List of Tables 3

1.2 List of Figures 4

2 Introduction 5

2.1 Russian Federation, Primary Energy Mix 5

3 Power 7

3.1 Introduction 7

3.2 Russian Federation, Power Market, Snapshot 7

3.2.1 Macroeconomic Factors 7

3.2.2 Supply Security 9

3.2.3 Opportunities 10

3.2.4 Challenges 10

3.3 Russian Federation, Power Market, Market Structure 10

3.3.1 Russian Federation, Power Market, Key Market Players 11

3.3.2 Russian Federation, Power Market, Demand Structure 12

3.3.3 Power Consumption by Sector, 2017 14

3.4 Russian Federation, Power Market, Cumulative Installed Capacity, 2000–2030 15

3.4.1 Installed Capacity by Fuel Type, 2017 15

3.5 Cumulative Installed Capacity and Annual Generation, 2000–2030 16

3.6 Russian Federation, Power Import and Export Scenario, 2000–2017 21

3.7 Russian Federation, Power Market, Electricity Trading 22

4 Oil and Gas – Historical Market and Future Outlook 24

4.1 Oil and Gas Production, 2013–2023 24

4.2 Domestic Consumption of Oil and Gas, 2013–2023 26

4.3 Oil and Gas Exports, 2013–2023 27

4.4 Competitive Landscape of the Russian Upstream sector 30

4.5 Competitive Landscape of the Russian Pipelines Sector 31

4.6 Competitive Landscape of the Russian LNG Liquefaction Sector 32

4.7 Competitive Landscape in Oil and Gas Storage Sector 33

4.8 Competitive Landscape of the Russian Refinery Industry 34

5 Coal 36

5.1 Introduction 36

5.2 Historical and Forecast Production 36

5.3 Historical and Forecast Domestic Consumption 38

5.4 Historical and Forecast Coal Exports 43

5.5 Factors Affecting the Demand for Coal 44

5.5.1 Domestic Consumption 44

5.6 Mines and Projects Count by Company 46

5.7 Annual Revenues by Major Coal Producers 48

6 Appendix 49

6.1 Contact Us 49

6.2 Disclaimer 49

1.1 List of Tables

Table 1: Power Market, Russian Federation, Gross Domestic Product (RUB and $tn), Population (m), and Annual Power Consumption (TWh), 2000–2023 9

Table 2: Power Market, Russian Federation, Market Share of Leading Power Generation Companies (%), 2017 11

Table 3: Power Market, Russian Federation, Annual Power Consumption (TWh), 2000–2030 14

Table 4: Power Market, Russian Federation, Power Consumption by Sector (%), 2017 15

Table 5: Power Market, Russian Federation, Cumulative Installed Capacity by Fuel Type (%), 2017 16

Table 6: Power Market, Russian Federation, Cumulative Installed Capacity (GW) and Annual Power Generation (TWh), 2000–2030 20

Table 7: Power Market, Russian Federation, Annual Power Imports and Exports (TWh), 2000–2017 22

Table 8: Oil and gas production in Russia (Thousand bpd and bcm), 2013–2023 24

Table 9: Oil and gas consumption in Russia (bpd, bcm, and %), 2013–2023 27

Table 10: Oil and gas exports in Russia (Thousand bpd and bcm), 2013–2023 28

Table 11: Major Players in Russian Upstream Sector, 2017 31

Table 12: Major Players in Russian Pipelines Sector, 2017 32

Table 13: Major Players in Russian Pipelines Sector, 2017 33

Table 14: Major Players in Russian Liquids Storage Sector, 2017 34

Table 15: Major Players in Russian Refining Sector, 2017 34

Table 16: Coal Mining in Russia – Historical and Forecast Coal Production by Grade (Million Tonnes), 2000–2022 38

Table 17: Coal Mining in Russia – Historical and Forecast Coal Consumption by Grade (Million Tonnes), 2000–2022 40

Table 18: Coal Mining in Russia – Historical and Forecast Coal Consumption by End-Use Sector (Million Tonnes), 2000–2022 42

Table 19: Coal Mining in Russia – Historical and Forecast Coal Exports (Million Tonnes), 2001–2022 44

Table 20: Coal Mining in Russia – Total No. of Coal Mines/Projects by Company by Status, 2018 47

Table 21: Coal Mining in Russia – Annual Revenue Comparison of Major Coal Producers (US$ Million), 2013–2017 48

1.2 List of Figures

Figure 1: Energy Market, Russian Federation, Primary Energy Consumption by Fuel Type (%), 2017 5

Figure 2: Power Market, Russian Federation, Gross Domestic Product ($tn), Population (m), and Annual Power Consumption (TWh), 2000–2023 8

Figure 3: Power Market, Russian Federation, Market Share of Leading Power Generation Companies (%), 2017 11

Figure 4: Power Market, Russian Federation, Annual Power Consumption (TWh), 2000–2030 13

Figure 5: Power Market, Russian Federation, Power Consumption by Sector (%), 2017 15

Figure 6: Power Market, Russian Federation, Cumulative Installed Capacity by Fuel Type (%), 2017 16

Figure 7: Power Market, Russian Federation, Cumulative Installed Capacity (GW) and Annual Generation (TWh), 2000–2030 19

Figure 8: Power Market, Russian Federation, Annual Power Imports and Exports (TWh), 2000–2017 21

Figure 9: Oil and Gas Production in Russia from Producing and Planned Fields (mboed), 2017–2023 25

Figure 10: Oil and Gas Pipeline Length Based on Existing and Planned Pipeline Projects (km), 2017–2023 29

Figure 11: LNG Liquefaction Capacity in Russia from Active and Planned Projects (mtpa), 2017–2023 30

Figure 12: Refining Capacity in Russia Based on Active and Planned Projects (mbd), 2017–2023 35

Figure 13: Coal Mining in Russia – Historical and Forecast Coal Production by Grade (Million Tonnes) vs. Total No. of Operating Mines, 2000–2022 37

Figure 14: Coal Mining in Russia – Historical and Forecast Coal Consumption by Type (Million Tonnes), 2000–2022 39

Figure 15: Coal Mining in Russia – Historical and Forecast Coal Consumption by End-Use Sector (%), 2000–2022 41

Figure 16: Coal Mining in Russia – Historical and Forecast Coal Exports (Million Tonnes), 2001–2022 43

Figure 17: Coal Mining in Russia – Total No. of Coal Mines/Projects by Company by Status, 2018 46

Figure 18: Coal Mining in Russia – Annual Revenue Comparison of Major Coal Producers (US$ Million), 2014–2017 48