Russian and Caspian Energy

Russian and Caspian Energy

Advisory Service helps you discover opportunities and mitigate risk in the dynamic Eurasian energy markets. Our experts combine their cutting-edge knowledge of market forces and political developments, backed by comprehensive data and our market outlooks, to give you the latest, most accurate picture of the region's energy markets. We help clients understand the dynamic interplay of geopolitical, environmental, economic, regulatory and stakeholder issues that influence the supply, demand and price of energy.

As a subscriber, you will be able to:

• Receive the latest on fundamentals:
  • Russian and Caspian Watches
  • Eurasian Gas Export Outlooks
• Receive our strategic reports on the Big Questions:
  • What windows of opportunity exist in the new Eurasian gas balance?
  • How and in what volume is Caspian gas flowing to the export market?
  • What do all the changes in international gas markets and dynamics mean for Russia's gas export strategy?
• Download key industrial statistics from our data center:
  • Oil, gas, electricity, and refined products balances in the Russian Federation and Caspian energy sectors
• Call our research staff to interpret complex data and find answers to uncommon questions

Benefits:

Russian and Caspian Energy

Advisory Service enables you to:

• Understand regional energy markets and related political issues to make informed investment decisions or prepare reports
• Anticipate the influence of regulatory issues on regional energy production and exports
• Identify the market drivers and track gas flows from Central Asian and Russian gas fields to Europe's borders
• Understand current or potential partners' concerns and priorities
• Develop risk-mitigating strategies in a quickly changing business environment

Russian and Caspian Energy subscribers receive:

Fundamentals reports:

•  Russian and Caspian Watches:
  • Medium-term outlook for drivers of oil, gas, power and investment issues
  • Three annual publications, two with a Russian focus, one with a Caspian focus
• Eurasian Gas Export Outlooks:
  • Annual
  • Gas production, consumption and exports from Russia, Kazakhstan, Azerbaijan, Turkmenistan, Uzbekistan
  • External exports (east and west)
  • Outlooks to 2035

Strategic reports

• Private Reports and Decision Briefs based on research driven by the Service's Big Questions. Corporate leaders, investors, policymakers and energy users rely on our answers to these questions to guide decisions that shape the industry's strategic future.

Data center:

• Russian Federation energy sectors (annual and quarterly)
  • Oil balance
  • Refined product balance 
  • Gas balance 
  • Electricity balance 
• Caspian energy sectors
  • Natural gas balances for Caspian countries
  • Central Asia electricity balance
  • Kazakhstan oil balance
  • Azerbaijan oil balance

Research Queries and Assistance:

• What is the most recent view on Russian oil and gas demand following the economic crisis?

Event invitations:

• Exclusive client-IHS CERA expert gatherings
• Seats at IHS CERA spring and fall Executive Roundtables 
• CERAWeek, IHS CERA Executive Conference, held annually in Houston - for an addtional fee

Service members receive strategic reports that address questions of critical importance to companies in the region:

• Will foreign investors confront fewer restrictions on participation in the Russian oil and gas sector?
• Will the new plateau in Russian oil production be sustainable over the longer term?
• What is the long-term outlook for Russian-Ukrainian gas relations?
• Caspian gas to export markets: how much and how quickly? How much new export capacity is actually needed for Caspian oil?
• What are the long-term implications of global gas trends for Russian gas strategy?

Subscribers also receive access to our extensive research archives, available in English, Russian, and Chinese, including:

• The Great Recession and Demand for Russian Gas: It Is Not as Bad as It Looks. Demand for Russian gas at home and abroad decreased dramatically as a result of the Great Recession, forcing Russia to cut its gas production. Demand destruction is not sufficient to explain the magnitude of the deliveries decline. Particular short-term circumstances in export and domestic markets help clarify the mystery of the lost volumes. Russia’s gas export volumes are expected to recover partially. Domestic gas consumption volumes also are expected to rebound. The increases already planned for regulated gas prices in Russia will probably not significantly impede the recovery of domestic gas demand.
• Reopening for Business? Russia’s Debate over Foreign Investment in Strategic Sectors. Russia’s leaders have expressed new interest in attracting foreign direct investment into the oil and gas sectors. This IHS CERA Decision Brief reviews the origins of the present legislative structure and analyzes the driving forces behind it. It describes the regulatory machinery created to implement the new laws and its operations to date and concludes with a discussion of the new system’s impact on foreign investments in oil and gas and the outlook for the future.
• Filling a Southern Gas Pipeline to Europe: Export Potential and Costs for Gas Sources Compared. A fourth major supply corridor for new gas to Europe from the Caspian region and Middle East has been discussed for some time. One of the biggest questions has remained the specific sources of potential supply for these pipelines. IHS CERA has undertaken an analysis of the main potential sources of additional eastern supply to Europe—Iraq, Azerbaijan, and Turkmenistan—examining the reserve base, expected production profile and estimated cost of supply to eastern Turkey.
• Russia’s Gas Exports: Weathering the Perfect Storm of Market Changes. Since 2008 Russian gas exports have been hit by a perfect storm of events: the shale gas revolution in North America, a surge of liquefied natural gas (LNG), imports into Europe and Asia and the recession and slow recovery in Europe. These have forced major adjustments in Russian gas business plans, investment priorities and schedules and negotiating strategies This IHS CERA report describes the Russian responses to these challenges and analyzes their possible consequences for Russia’s competitive position in the future.

• Russian upstream oil and gas developments
• Russian and Caspian electric power sector
• Russian and Caspian investment climate
• Russian and Caspian energy demand (oil, gas, coal, and electricity)
• Domestic energy markets; domestic oil, gas, and power pricing developments and drivers
• Eurasian oil and gas transportation