Russia's Oil Industry in 2012
Interfax-CNA offers "Russia’s Oil Sector in 2012" market survey
Interfax-Corporate News Agency (Interfax-CNA) is offering the "Russia’s Oil Sector in 2012" market survey, providing an insight on major trends in Russia’s oil industry 2012 (oil reserves, drilling, wells fund, oil and gas production, refining, exports of oil and oil products, transportation issues, regulation). The survey covers performance of 9 Russian oil majors (Rosneft, Lukoil, Surgutneftegaz, TNK-BP, Gazprom Neft, Tatneft, Russneft, Slavneft, Bashneft) as well as structure of oil holdings, strategy, key financials.
The 114 page report, followed by 66 tables and 34 charts, is available English.
Interfax-Corporate News Agency (Interfax-CNA) is offering the "Russia’s Oil Sector in 2012" market survey, providing an insight on major trends in Russia’s oil industry 2012 (oil reserves, drilling, wells fund, oil and gas production, refining, exports of oil and oil products, transportation issues, regulation). The survey covers performance of 9 Russian oil majors (Rosneft, Lukoil, Surgutneftegaz, TNK-BP, Gazprom Neft, Tatneft, Russneft, Slavneft, Bashneft) as well as structure of oil holdings, strategy, key financials.
The 114 page report, followed by 66 tables and 34 charts, is available English.
RUSSIA’S OIL SECTOR IN 2012
Russia's oil production: major trends
Russia's oil sector via GDP
Exploration and production drilling
Oil wells
Trends in oil production
Russia's oil companies: oil output
Gas production by oil sector
Russia’s oil refining industry
Trends in oil refining
Russia's primary oil refining by holdings and companies
Russia’s petroleum products output
Fixed-capital investments in Russian oil refining
Recent projects
Russia’s petroleum products output
Russia's exports of oil and petroleum products
Crude oil: major trends
Key transportation routes
Key exports markets for crude oil
Exports of oil products: trends and destinations
Oil export: transportation issues
Oil industry: recent regulation issues
RUSSIA’S OIL HOLDINGS: COMPARATIVE FINANCIALS
RUSSIAN OIL MAJORS
LUKOIL
Lukoil: structure
Lukoil: operations summary
Lukoil: key financials an ratios
Rosneft
Rosneft: structure
Rosneft: operations summary
Rosneft: key financials and ratios
TNK-BP
TNK-BP: structure
TNK-BP: operations summary
TNK-BP: key financials an ratios
Surgutneftegas
Surgutneftegas: structure
Surgutneftegas: operations summary
Surgutneftegas: key financials and ratios
Gazprom Neft
Gazprom Neft: structure
Gazprom Neft: operations summary
Gazprom Neft: key financials an ratios
Tatneft
Tatneft: structure
Tatneft: operations summary
Tatneft: key financials an ratios
Slavneft
Slavneft: structure
Slavneft: operations summary
Slavneft: key financials an ratios
Russneft
Russneft: structure
Russneft: operations summary
Russneft: key financials and ratios
Bashneft
Bashneft: structure
Bashneft: operations summary
Bashneft: key financials
SUPPLEMENT
Russia’s petroleum products output by refineries
Gasoline
Jet kerosene
Diesel fuel
Heating oil
Key export routes of top companies in 2012
Rosneft
Lukoil
TNK-BP
Surgutneftegas
Tatneft
Gazprom Neft
Russia's oil production: major trends
Russia's oil sector via GDP
Exploration and production drilling
Oil wells
Trends in oil production
Russia's oil companies: oil output
Gas production by oil sector
Russia’s oil refining industry
Trends in oil refining
Russia's primary oil refining by holdings and companies
Russia’s petroleum products output
Fixed-capital investments in Russian oil refining
Recent projects
Russia’s petroleum products output
Russia's exports of oil and petroleum products
Crude oil: major trends
Key transportation routes
Key exports markets for crude oil
Exports of oil products: trends and destinations
Oil export: transportation issues
Oil industry: recent regulation issues
RUSSIA’S OIL HOLDINGS: COMPARATIVE FINANCIALS
RUSSIAN OIL MAJORS
LUKOIL
Lukoil: structure
Lukoil: operations summary
Lukoil: key financials an ratios
Rosneft
Rosneft: structure
Rosneft: operations summary
Rosneft: key financials and ratios
TNK-BP
TNK-BP: structure
TNK-BP: operations summary
TNK-BP: key financials an ratios
Surgutneftegas
Surgutneftegas: structure
Surgutneftegas: operations summary
Surgutneftegas: key financials and ratios
Gazprom Neft
Gazprom Neft: structure
Gazprom Neft: operations summary
Gazprom Neft: key financials an ratios
Tatneft
Tatneft: structure
Tatneft: operations summary
Tatneft: key financials an ratios
Slavneft
Slavneft: structure
Slavneft: operations summary
Slavneft: key financials an ratios
Russneft
Russneft: structure
Russneft: operations summary
Russneft: key financials and ratios
Bashneft
Bashneft: structure
Bashneft: operations summary
Bashneft: key financials
SUPPLEMENT
Russia’s petroleum products output by refineries
Gasoline
Jet kerosene
Diesel fuel
Heating oil
Key export routes of top companies in 2012
Rosneft
Lukoil
TNK-BP
Surgutneftegas
Tatneft
Gazprom Neft
LIST OF TABLES
Table 1 Production and Exploration Drilling in Russia in 2008-2012
Table 2 Exploration Drilling by Russia's Oil Companies 2010-2012, '000 meters
Table 3 Exploration Drilling by Russian Companies in 2010-2012, '000 meters
Table 4 Production Drilling by Russia's Oil Companies 2010-2012, '000 meters
Table 5 Production Drilling by Russian Companies in 2010-2012, '000 meters
Table 6 Russian Oil Wells Fund in 2012
Table 7 Ranking of Russian Holdings by Oil Output in 2008-2012, ‘000 barrels
Table 8 Oil Production of Downstream Units of Russian Oil Companies and Medium Oil Producers in 2010-2012, ‘000 BARRELS
Table 9 Ranking of Russian Producers by Natural Gas Output in 2008-2012, mln cub m
Table 10 Natural Gas Production of Downstream Units of Russian Oil Companies in 2010-2012, mln cub m
Table 11 Share of Export of Key Petroleum Products in Output in 2008- Jan.-Oct.2012
Table 12 Ranking of Russian Holdings by Crude Oil Volumes Shipped to Russian Oil Refineries in 2011-2012, MLN BARRELS
Table 13 Crude Oil Volumes Shipped to Russian Oil Refineries in 2011-2012, mln barrels
Table 14 Russia’s Output of Key Petroleum Products in 2007- 2012, million barrels*
Table 15 Average Monthly Growth in Output of Key Petroleum Products in Russia in 2012
Table 16 Fixed-Capital Investments in Russian Oil Refining in 2010- in Jan.-Sept. in 2012
Table 17 Quarterly Consolidated Operating Income in Russian Oil Refining Industry in Jan.-Sept. 2012
Table 18 Russia’s Crude Oil Exports to Outside the CIS in 2007- 2012, million barrels
Table 19 Oil Exports by Russia’s Companies to Outside the CIS in 2008- 2012, '000 barrels
Table 20 Breakdown of Oil Exports by Russian Companies to Outside the CIS by Main Routes in 2008-2012
Table 21 Russia's Crude Oil Exports by Destinations in January-October 2012
Table 22 Russia’s Oil Products Exports in 2007- Jan.-Nov. 2012, 000' barrels
Table 23 Russia’s Export Markets for Diesel Fuel by Volume in 2011- January-October 2012
Table 24 Russia’s Export Markets for Fuel Oil in 2011- January-October 2012
Table 25 Ranking of Russia's Oil Holdings by Sales Revenue in January-September 2012, US$ mln
Table 26 Ranking of Russia's Oil Holdings by EBITDA in January-September 2012, US$ mln
Table 27 Ranking of Russia's Oil Holdings by Net Income in January-September 2011, US$ mln
Table 28 Ranking of Russia's Oil Holdings by EBITDA Margin in January-September 2012
Table 29 Ranking of Russia's Oil Holdings by ROS in January-September 2012
Table 30 Key Indicators of Lukoil Russian Operations in 2010-2012
Table 31 Lukoil SPE Reserves (1 January 2012)
Table 32 Lukoil’s Key Consolidated Financials for January-September 2012, US$ mln
Table 33 Lukoil’s Key Consolidated Financials in 2009-2011, US$ mln
Table 34 Rosneft Key Indicators in 2010-2012
Table 35 Rosneft’s Hydrocarbon Reserves and Resources Audited by DeGolyer & MacNaughton (PRMS classification), as of December 31, 2012
Table 36 Rosneft’s Key Consolidated Financials for January-September 2012, US$ mln
Table 37 Rosneft’s Key Consolidated Financials in 2009-2011, US$ mln
Table 38 TNK-BP Holding’s Key Indicators in 2010-2012
Table 39 TNK-BP Holding SPE Reserves in 2008-2011
Table 40 TNK-BP’s Key Consolidated Financials for January-September 2012, US$ mln
Table 41 TNK-BP’s Consolidated Financials in 2009-2011, US$ mln
Table 42 Surgutneftegas Key Indicators in 2010-2012
Table 43 Surgutneftegas Key Financials to (Russian Accounting Standards) for January-September 2012, US$ mln
Table 44 Surgutneftegas Financials to RAS (Russian Accounting Standards) in 2009-2011, $ millions
Table 45 Gazprom Neft’s Key Indicators in 2010-2012
Table 46 Gazprom Neft’s PRMS Reserves
Table 47 Gazprom Neft’s Key Consolidated Financials in January-September 2012, US$ mln
Table 48 Gazprom Neft’s Key Consolidated Financials in 2009-2011, US$ mln
Table 49 Tatneft’s Key Indicators in 2010-2012
Table 50 Tatneft’s Oil and Gas Reserves
Table 51 Tatneft ‘s Key Consolidated Financials for January-September 2012, US$ mln
Table 52 Tatneft ‘s Key Consolidated Financials to US GAAP in 2009-2011, US$ mln
Table 53 Slavneft’s Key Indicators in 2010-2012
Table 54 Slavneft’s SEC LOF Reserves
Table 55 Slavneft’s Key Consolidated Financials in 2009-2011, US$ mln
Table 56 Slavneft’s Key Consolidated Financials for 1H2012, US$ mln
Table 57 Russneft’s Key Indicators in 2010-2012
Table 58 Russneft’s Financials to RAS (Russian Accounting Standards) in 2009-2011, $ millions
Table 59 Bashneft’s Key Indicators in 2010-2012
Table 60 Bashneft’s Hydrocarbon Reserves and Resources Audited by Miller and Lents Ltd, as of December 31, 2011
Table 61 Bashneft’s Key Consolidated Financials for January-September 2012, US$ mln
Table 62 Bashneft’s Key Consolidated Financials to IFRS in 2009-2011, US$ mln
Table 63 Ranking of Top Russian Companies by Gasoline Production in 2011, '000 barrels
Table 64 Ranking of Top Russian Companies by Production of Jet Kerosene in 2011, '000 barrels
Table 65 Ranking of Top Russian Companies by Production of Diesel Fuel in 2011, '000 barrels
Table 66 Ranking of Top Russian Companies by Production of Heating Oil in 2011, '000 barrels
Table 1 Production and Exploration Drilling in Russia in 2008-2012
Table 2 Exploration Drilling by Russia's Oil Companies 2010-2012, '000 meters
Table 3 Exploration Drilling by Russian Companies in 2010-2012, '000 meters
Table 4 Production Drilling by Russia's Oil Companies 2010-2012, '000 meters
Table 5 Production Drilling by Russian Companies in 2010-2012, '000 meters
Table 6 Russian Oil Wells Fund in 2012
Table 7 Ranking of Russian Holdings by Oil Output in 2008-2012, ‘000 barrels
Table 8 Oil Production of Downstream Units of Russian Oil Companies and Medium Oil Producers in 2010-2012, ‘000 BARRELS
Table 9 Ranking of Russian Producers by Natural Gas Output in 2008-2012, mln cub m
Table 10 Natural Gas Production of Downstream Units of Russian Oil Companies in 2010-2012, mln cub m
Table 11 Share of Export of Key Petroleum Products in Output in 2008- Jan.-Oct.2012
Table 12 Ranking of Russian Holdings by Crude Oil Volumes Shipped to Russian Oil Refineries in 2011-2012, MLN BARRELS
Table 13 Crude Oil Volumes Shipped to Russian Oil Refineries in 2011-2012, mln barrels
Table 14 Russia’s Output of Key Petroleum Products in 2007- 2012, million barrels*
Table 15 Average Monthly Growth in Output of Key Petroleum Products in Russia in 2012
Table 16 Fixed-Capital Investments in Russian Oil Refining in 2010- in Jan.-Sept. in 2012
Table 17 Quarterly Consolidated Operating Income in Russian Oil Refining Industry in Jan.-Sept. 2012
Table 18 Russia’s Crude Oil Exports to Outside the CIS in 2007- 2012, million barrels
Table 19 Oil Exports by Russia’s Companies to Outside the CIS in 2008- 2012, '000 barrels
Table 20 Breakdown of Oil Exports by Russian Companies to Outside the CIS by Main Routes in 2008-2012
Table 21 Russia's Crude Oil Exports by Destinations in January-October 2012
Table 22 Russia’s Oil Products Exports in 2007- Jan.-Nov. 2012, 000' barrels
Table 23 Russia’s Export Markets for Diesel Fuel by Volume in 2011- January-October 2012
Table 24 Russia’s Export Markets for Fuel Oil in 2011- January-October 2012
Table 25 Ranking of Russia's Oil Holdings by Sales Revenue in January-September 2012, US$ mln
Table 26 Ranking of Russia's Oil Holdings by EBITDA in January-September 2012, US$ mln
Table 27 Ranking of Russia's Oil Holdings by Net Income in January-September 2011, US$ mln
Table 28 Ranking of Russia's Oil Holdings by EBITDA Margin in January-September 2012
Table 29 Ranking of Russia's Oil Holdings by ROS in January-September 2012
Table 30 Key Indicators of Lukoil Russian Operations in 2010-2012
Table 31 Lukoil SPE Reserves (1 January 2012)
Table 32 Lukoil’s Key Consolidated Financials for January-September 2012, US$ mln
Table 33 Lukoil’s Key Consolidated Financials in 2009-2011, US$ mln
Table 34 Rosneft Key Indicators in 2010-2012
Table 35 Rosneft’s Hydrocarbon Reserves and Resources Audited by DeGolyer & MacNaughton (PRMS classification), as of December 31, 2012
Table 36 Rosneft’s Key Consolidated Financials for January-September 2012, US$ mln
Table 37 Rosneft’s Key Consolidated Financials in 2009-2011, US$ mln
Table 38 TNK-BP Holding’s Key Indicators in 2010-2012
Table 39 TNK-BP Holding SPE Reserves in 2008-2011
Table 40 TNK-BP’s Key Consolidated Financials for January-September 2012, US$ mln
Table 41 TNK-BP’s Consolidated Financials in 2009-2011, US$ mln
Table 42 Surgutneftegas Key Indicators in 2010-2012
Table 43 Surgutneftegas Key Financials to (Russian Accounting Standards) for January-September 2012, US$ mln
Table 44 Surgutneftegas Financials to RAS (Russian Accounting Standards) in 2009-2011, $ millions
Table 45 Gazprom Neft’s Key Indicators in 2010-2012
Table 46 Gazprom Neft’s PRMS Reserves
Table 47 Gazprom Neft’s Key Consolidated Financials in January-September 2012, US$ mln
Table 48 Gazprom Neft’s Key Consolidated Financials in 2009-2011, US$ mln
Table 49 Tatneft’s Key Indicators in 2010-2012
Table 50 Tatneft’s Oil and Gas Reserves
Table 51 Tatneft ‘s Key Consolidated Financials for January-September 2012, US$ mln
Table 52 Tatneft ‘s Key Consolidated Financials to US GAAP in 2009-2011, US$ mln
Table 53 Slavneft’s Key Indicators in 2010-2012
Table 54 Slavneft’s SEC LOF Reserves
Table 55 Slavneft’s Key Consolidated Financials in 2009-2011, US$ mln
Table 56 Slavneft’s Key Consolidated Financials for 1H2012, US$ mln
Table 57 Russneft’s Key Indicators in 2010-2012
Table 58 Russneft’s Financials to RAS (Russian Accounting Standards) in 2009-2011, $ millions
Table 59 Bashneft’s Key Indicators in 2010-2012
Table 60 Bashneft’s Hydrocarbon Reserves and Resources Audited by Miller and Lents Ltd, as of December 31, 2011
Table 61 Bashneft’s Key Consolidated Financials for January-September 2012, US$ mln
Table 62 Bashneft’s Key Consolidated Financials to IFRS in 2009-2011, US$ mln
Table 63 Ranking of Top Russian Companies by Gasoline Production in 2011, '000 barrels
Table 64 Ranking of Top Russian Companies by Production of Jet Kerosene in 2011, '000 barrels
Table 65 Ranking of Top Russian Companies by Production of Diesel Fuel in 2011, '000 barrels
Table 66 Ranking of Top Russian Companies by Production of Heating Oil in 2011, '000 barrels
LIST OF GRAPHS
Graph 1 Russia's Oil Sector via GDP in 1999-2012, annual growth
Graph 2 Share of Idle Wells in Russia's Oil Sector in 2002- Jan.-Nov. 2012
Graph 3 Ranking Russian Oil Companies by Share of Idle Wells in Jan.-Nov. 2012
Graph 4 Russia’s Oil Output in 2003-2012, mln barrels
Graph 5 Russia's Monthly Growth Rates of Oil Production in 2012
Graph 6 Ranking of Russian Holdings by Oil Output Growth in 2012
Graph 7 Breakdown of Russia's Oil Production by Top Companies in 2010-2012
Graph 8 Ranking of Russian Producers by Natural Gas Output Growth in 2012
Graph 9 Breakdown of Russia's Natural Gas Production by Top Companies in 2008-2012
Graph 10 Russia’s Primary Oil Refining in 2002-2012, mln barrels
Graph 11 Russia's Monthly Growth Rates of Primary Oil Refining in 2012, Y-to-Y
Graph 12 Breakdown of Russia's Primary Oil Refining by Top Companies in 2011-2012
Graph 13 Russia's Monthly Growth Rates of Gasoline Output in 2012, Y-to-Y
Graph 14 Russia's Monthly Growth Rates of Diesel Fuel Output in 2012, Y-to-Y
Graph 15 Russia's Monthly Growth Rates of Fuel Oil Output in 2012, Y-to-Y
Graph 16 Russia's Monthly Growth Rates of Oil Lubricants Output in Jan.-Nov. in 2012, Y-to-Y
Graph 17 Quarterly Return on Assets in Oil Refining Industry Via Russia's Average in January- September 2012
Graph 18 Breakdown of Russia's Oil Exports to Outside the CIS by Main Routes in 2008-2012
Graph 19 Breakdown of Russia's Oil Exports by Sea Ports in 2008-2012
Graph 20 Breakdown of Russia’s Oil Products Exports by Value in 2002- 2012
Graph 21 Average Quarterly EBITDA Margin and ROS of Russia’s Oil Sector in 2012
Graph 22 Lukoil’s Quarterly Margins in 2012
Graph 23 Rosneft’s Quarterly Ratios in 2012
Graph 24 TNK-BP’s Quarterly Margins in 2012
Graph 25 Surgutneftegas Quarterly Margins in 2012
Graph 26 Gazprom Neft’s Quarterly Ratios in 2012
Graph 27 Tatneft ‘s Quarterly Margins in 2012
Graph 28 Bashneft’s Quarterly Margins in 2012
Graph 29 Rosneft’s Key Export Routes in January-November 2012
Graph 30 Lukoil’s Key Export Routes in January-November 2012
Graph 31 TNK-BP’s Key Export Routes in January-November 2012
Graph 32 Surgutneftegas Key Export Routes in January-November 2012
Graph 33 Tatneft’s Key Export Routes in January-November 2012
Graph 34 Gazprom Neft’s Key Export Routes in January-November 2012
COMPANIES MENTIONED
Rosneft, Lukoil, Surgutneftegaz, TNK-BP, Gazprom Neft, Tatneft, Russneft, Slavneft, Bashneft
Graph 1 Russia's Oil Sector via GDP in 1999-2012, annual growth
Graph 2 Share of Idle Wells in Russia's Oil Sector in 2002- Jan.-Nov. 2012
Graph 3 Ranking Russian Oil Companies by Share of Idle Wells in Jan.-Nov. 2012
Graph 4 Russia’s Oil Output in 2003-2012, mln barrels
Graph 5 Russia's Monthly Growth Rates of Oil Production in 2012
Graph 6 Ranking of Russian Holdings by Oil Output Growth in 2012
Graph 7 Breakdown of Russia's Oil Production by Top Companies in 2010-2012
Graph 8 Ranking of Russian Producers by Natural Gas Output Growth in 2012
Graph 9 Breakdown of Russia's Natural Gas Production by Top Companies in 2008-2012
Graph 10 Russia’s Primary Oil Refining in 2002-2012, mln barrels
Graph 11 Russia's Monthly Growth Rates of Primary Oil Refining in 2012, Y-to-Y
Graph 12 Breakdown of Russia's Primary Oil Refining by Top Companies in 2011-2012
Graph 13 Russia's Monthly Growth Rates of Gasoline Output in 2012, Y-to-Y
Graph 14 Russia's Monthly Growth Rates of Diesel Fuel Output in 2012, Y-to-Y
Graph 15 Russia's Monthly Growth Rates of Fuel Oil Output in 2012, Y-to-Y
Graph 16 Russia's Monthly Growth Rates of Oil Lubricants Output in Jan.-Nov. in 2012, Y-to-Y
Graph 17 Quarterly Return on Assets in Oil Refining Industry Via Russia's Average in January- September 2012
Graph 18 Breakdown of Russia's Oil Exports to Outside the CIS by Main Routes in 2008-2012
Graph 19 Breakdown of Russia's Oil Exports by Sea Ports in 2008-2012
Graph 20 Breakdown of Russia’s Oil Products Exports by Value in 2002- 2012
Graph 21 Average Quarterly EBITDA Margin and ROS of Russia’s Oil Sector in 2012
Graph 22 Lukoil’s Quarterly Margins in 2012
Graph 23 Rosneft’s Quarterly Ratios in 2012
Graph 24 TNK-BP’s Quarterly Margins in 2012
Graph 25 Surgutneftegas Quarterly Margins in 2012
Graph 26 Gazprom Neft’s Quarterly Ratios in 2012
Graph 27 Tatneft ‘s Quarterly Margins in 2012
Graph 28 Bashneft’s Quarterly Margins in 2012
Graph 29 Rosneft’s Key Export Routes in January-November 2012
Graph 30 Lukoil’s Key Export Routes in January-November 2012
Graph 31 TNK-BP’s Key Export Routes in January-November 2012
Graph 32 Surgutneftegas Key Export Routes in January-November 2012
Graph 33 Tatneft’s Key Export Routes in January-November 2012
Graph 34 Gazprom Neft’s Key Export Routes in January-November 2012
COMPANIES MENTIONED
Rosneft, Lukoil, Surgutneftegaz, TNK-BP, Gazprom Neft, Tatneft, Russneft, Slavneft, Bashneft
