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Life under sanctions or is there light at the end of the import substitution tunnel

Life under sanctions or is there light at the end of the import substitution tunnel

The sector has been under sanctions imposed by the USA, Canada and the EU for almost two years. They restrict access to credit resources and technologies, create problems with marketing and change the psychology of operation of Western companies in Russia making the latter more cautious and careful.

Has Russia found a response to this challenge; has it benefited in some way, e.g. accelerated import substitution that Russian officials are so fond of taking about? Answers to these and other questions are found in this new report.

The report elaborates on the following topics:

  • The oil and gas sector in search of the money

    • Debt burden of majors amid lack of access to Western capital markets
    • How do companies find resources to pay off credits and investments

  • Nonresidents in the Russian oil and gas sector

    • The fate of projects of Western companies and arrival of Asian investors
    • Positions of Chinese and Indian companies in Russia, prospects of cooperation with them

  • In search of technologies. The influence of sanctions on offshore projects and development of tight reserves

    • The real situation around creation of necessary technological solutions in Russia

  • Sanctions, Russian market of oil services

    • Nonresidents are not leaving, but VIOCs want to get back assets they previously sold
    • The future model of development of services business in Russia

  • The influence of sanctions on assets redistribution in the sector

    • Sanctions as impetus to privatization and catalyst of new redivision of property in the sector
    • Struggle of clans for assets

  • Prospects of lifting of sanctions, scenarios of developments in the besieged fortress

 

Contents of the report:

INTRODUCTION 3
Chapter 1. FINANCIAL RESTRICTIONS IN RUSSIA’S OIL AND GAS INDUSTRY CAUSED BY SANCTIONS 5
Chapter 2. INFLUENCE OF SANCTIONS ON PRESENCE OF FOREIGN COMPANIES IN RUSSIA'S FES 20
Chapter 3. INFLUENCE OF SANCTIONS ON RUSSIA’S OIL SERVICES MARKET 39
Chapter 4. INFLUENCE OF SANCTIONS ON PROPERTY REDIVISION IN THE SECTOR 51
PROSPECTS OF DEVELOPMENTS 61
Date of release: May 25,2016

If you are interested to obtain please contact » Elena Kim

Other issues:
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Special report:

Nord Stream 2 and Ukraine: Costs Should Decide
Shale Revolution: Myths and Realities
Liquefied Natural Gas Outlook: Expectations and Reality

Analytical series “The Fuel and Energy Complex of Russia”:

Outlook for Russian LNG Industry
Russian Energy and West One Year after Ukraine Conflict Began: Are There Connections Still?
Green Agenda in Russia during Bitter Conflict with West
After February 2022 the agenda was radically rewritten. Western companies began leaving Russia en masse, economic relations with the West were drastically reduced, and the Russian economy began to be pushed violently from the global economic space, hemmed in by sweeping sanctions. All that was, to put it mildly, not the best background for talking about ESG. Especially because tasks of survival and stability under unprecedented pressure became the priority in the economy. In late 2022, however, attempts to reanimate the ESG agenda already became obvious. The message is put across insistently that it is important to Russia regardless of the foreign policy situation. While earlier the “green pivot” was seen as an opportunity to attract Western investors and their technological solutions to Russia, now Keynesian reliance on domestic manufacture is discussed.
Oil and Gas Sector Regulation in 2022 and Prospects for 2023
Gazprom at the Forefront of Economic and Political Battles with Europe
Gazprom is being actively thrown out of the market. Its annual supplies to Europe have shrunk from the previous 150 billion to 65 billion cubic metres of gas. European officials assure that they have already learnt how to live without Russian gas, so they will bring its purchases down to but nominal values in 2023. Their main hope is liquefied natural gas. Today the EU must make a crucial decision: whether it has passed the point of no return in gas business with Russia and whether it is certain that its economy will endure without supplies of Russian pipeline gas. Or, on the contrary, Europe will realise after all that the gas balance will not be achieved and the payment for so headlong a rush for LNG will be disproportionate. Assessment of the potential volume of LNG that will appear on the market before the end of the current decade will be the most important factor for making the decision.

All reports for: 2015 , 14 , 13 , 12 , 11 , 10 , 09 , 08 , 07
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