Election campaign in Russia is nearing the final stage. Public political parties compete for State Duma seats. However, the real rivalry is between the «shadow parties» – the elite clans in the Putin’s circle.
Struggle for oil and gas assets is for them the real fundraising campaign. The powerhouses are raising money to promote their president candidates.
The incumbent head of state has so far adhered to the principle of divided control of the oil and gas industry between various clans – eventually we may see two candidates – an «oil» candidate and a «gas» candidate. In the mean time, there is no unanimity inside the clans, which adds intrigue to the president election.
The influence of the election campaign on the oil and gas industry is the subject that the new study by the National Energy Security Fund.
The study dwells on the following questions
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The current status of property repartition in the oil and gas industry
- Growing appetites of Gazprom and Rosnef
- Who the state-owned companies rely on in the election game
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Victims, present and future
- Finishing off with Yukos
- Strike on TNK-BP
- Criminal case against RussNeft – motives and consequences
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What awaits Lukoil, Tatneft, Itera, Nortgaz and other large companies in the industry
- Possible survival strategies
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Changes to oil and gas industry management
- Impending layoffs in the government and their influence on the industry’s development
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The new State Duma and the interests of oil and gas firms
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Forecast of how the situation will be developing during the election campaign
The content of the report:
Introduction | 3 |
Chapter 1. Alignment of Forces ahead of the Final Race for Power | 4 |
1.1. Key competitors | 4 |
Chapter 2. Assets Sharing | 8 |
2.1. Offensive Philosophy of the «Security Officials» Clan | 8 |
2.2. Offensive Philosophy of the «Jurists» Clan | 13 |
2.3. Offensive Philosophy of the «Russians» Clan | 13 |
Chapter 3. Potential Victims. Who Will Survive Power Transition? | 17 |
3.1. LUKOIL - the Biggest of the Unharmed | 18 |
3.2. TNK-BP: Along the Same Path | 26 |
3.3. Tatneft: Agonizing Suspense | 31 |
3.4. Independent Gas Companies: Will They Be Left Alone? | 32 |
Conclusion | 39 |
Supplement 1. Main Events of 2007 for Gazprom | 40 |
Supplement 2. Main Events 2007 for Rosneft | 49 |
Supplement 3. Main Events Related to Property Redistribution in the Oil and Gas Industry of Russia (May-September) | 52 |
Date of publication | October 8, 2007 |