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Results of Pivot to the East in Oil and Gas Sector

  • ID: 4744456
  • Report
  • December 2018
  • Region: Global
  • 75 pages
  • National Energy Security Fund
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The plan of the pivot to the East began to be implemented in the Russian oil and gas sector long before another worsening of relations with the West. The motives behind it were most pragmatic.

Consumption of oil and gas grew in Asia, and limited local reserves made it possible to forecast with confidence that Asian countries would top the list of importers of hydrocarbons. Meanwhile, Russia does have reserves of oil and gas in the East that could be monetised.

Also, Russian state monopolies and their contractors are pleased to develop new transport infrastructure – and eastern projects have given them ample opportunity.

More than four years of life under sanctions have showed that from a political point of view too, the pivot to the East has proved correct. So what are its actual results?

Detailed analysis is presented in the new report answering the following questions:

  • What are the prospects of gas market growth in Asia?
    • Is there a place for Russia in it?
  • At what rates are resources being developed and infrastructure created for the beginning of gas supply to China by pipeline?
  • Should one expect the beginning of supply to China from the Urengoy cluster?
    • What are the pros and cons of the Power of Siberia 2 project?
    • What are the difficulties of negotiations with the Chinese?
  • What market do new LNG projects target?
    • How much liquefied gas will come to Asian countries from Yamal and Gyda?
  • What awaits the Sakhalin gas production centre
    • How will gas from Sakhalin-1 and new projects on the island’s shelf really be monetised?
  • In what way is the infrastructure being used that was created for oil export to the east?
  • What is the structure of oil supply to China?
  • Why has China never become a serious investor in the Russian upstream segment and a major shareholder in Rosneft?
  • Will the trend continue towards a decline in oil supply to Europe in favour of a dramatic growth of import into China?
Note: Product cover images may vary from those shown
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  • Introduction
  • Projects to Supply Gas from Russia to Asia
    • A brief overview of the gas market of China
    • A brief overview of the gas market of Japan and South Korea
    • The prospects of Russian LNG projects in the Asian market
    • Yamal LNG
    • Three ‘Arctic LNG’ Projects
    • Power of Siberia and Power of Siberia 2 Pipeline Projects
    • Sakhalin Gas Projects
  • Russia in Asian Oil Market
    • Russia in Asian Oil Market
    • Logistics of Russian Oil Supply to Asia and Rosneft Contracts
    • Reorientation of Oil Supply from West to East
  • China as Investor in Russian projects
  • Medium-term Forecast of Developments
Note: Product cover images may vary from those shown
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All materials and sources used for issuing each report are thoroughly verified and analyzed by experts. The information is based on industry statistics, data of oil and gas companies, information of federal and regional mass-media, materials of conferences and round tables.

The analyst has pored on the following goals:

  • Analyses of oil & gas and power industries, political risks within the energy sector, geopolitical problems in connection with the production of hydrocarbons and their supply to the global market, strategic development of companies, new production and transportation projects
  • Consulting on the influence of political factors on the oil & gas business, decision-making within Russian energy companies and government bodies dealing with the energy industry
  • Development of energy business concepts in Russia
  • PR services for oil & gas corporations
  • Analysis of images and reputations of energy corporations