1 Table of Contents 4
1.1 List of Tables 8
1.2 List of Figures 10
2 Russia Industry Overview 11
2.1 Russia LNG Industry Brief, 2011 11
2.1.1 Liquefaction Capacity 11
2.1.2 LNG Sales 11
2.1.3 Spare LNG Capacity available for Contracts 11
2.1.4 Total LNG Revenue 11
2.1.5 Average LNG Export Price 11
2.1.6 Top Importers of Russia LNG 11
2.1.7 LNG Terminals under Operation 11
2.1.8 LNG Terminals Planned/ under Construction 12
2.1.9 Natural Gas Production 12
2.1.10 Natural Gas Consumption 12
2.1.11 Natural Gas Reserves 12
2.1.12 Industry Concentration Ratio 12
2.1.13 Market Leader 12
2.2 Russia LNG Market Description 13
2.3 Russia LNG Export Terminals Map 14
3 Strategy Analysis of Russia LNG Markets 15
3.1 Russia LNG Strategies 15
3.2 Russia LNG SWOT Analysis 17
3.2.1 Russia LNG Market- Key Strengths 17
3.2.2 Russia LNG Market- Key Weaknesses 18
3.2.3 Russia LNG Market- Key Opportunities 19
3.2.4 Russia LNG Market- Key Threats 19
3.3 Russia Benchmarking with Other Europen LNG Exporters 20
3.3.1 Europe LNG Markets Benchmarking- Overall Ranking 21
3.3.2 Europe LNG Markets Benchmarking- Supply Index 22
3.3.3 Europe LNG Markets Benchmarking- Capacity Index 23
3.3.4 Europe LNG Markets Benchmarking- Operational Index 24
3.4 Russia LNG Positioning matrix 25
4 Russia LNG Trends and Outlook to 2020 26
4.1 Latest Russia LNG Market Trends 26
4.2 Key Factors Driving Russia LNG Industry to 2020 27
4.3 Liquefaction Capacity Forecasts, 2000- 2020 28
4.4 LNG Trade Forecast, 2000-2020 30
4.5 Contracted and Non- Contracted Capacity Forecasts, 2000- 2020 32
5 Russia Natural Gas Market Outlook 34
5.1 Russia Proven Natural Gas Reserves, 2000-2010 34
5.1.1 Major Natural Gas Fields in Russia 34
5.1.2 Comparison of Russia Proven Gas Reserves 34
5.1.3 Russia Proven Gas Reserve Volume, 2000- 2010 35
5.2 Russia Natural Gas Production Forecast, 2000-2020 36
5.2.1 Russia Natural Gas Production Trends 36
5.2.2 Russia Natural Gas Production Outlook to 2020 37
5.3 Russia Natural Gas Demand Forecast, 2000-2020 38
5.3.1 Russia Primary Energy Consumption by Fuel 38
5.3.2 Russia Natural Gas Consumption Trends 38
5.3.3 Russia Natural Gas Consumption Outlook to 2020 40
6 Analysis of Russia Operational and Planned LNG Terminals 41
6.1 Location, Operator, Ownership, Start Up, Construction, Technology, Capex and
Current Status Details by Terminal, 2011 41
6.2 Russia Liquefaction Capacity by Terminal, 2000-2020 42
6.3 Russia Liquefaction Train Details by Terminal, 2000-2020 43
6.4 Russia Source Field Details by Terminal 44
6.5 Russia LNG Carrier Details by Terminal 45
6.6 Russia LNG Storage Capacity by Terminal, 2000-2020 46
6.7 Russia LNG Storage Tank Details by Terminal, 2000-2020 47
7 Russia Monthly LNG Export Trade Pattern and Pricing Analysis, 2010 48
7.1 Annual LNG Trade Quantities by Importing Country, 2000-2010 48
7.2 Monthly LNG Trade Quantities by Importing Country, January 2010- December
2010 49
7.3 Monthly LNG Export Prices by Importing Country, January 2010- December 2010
51
7.4 Monthly LNG Export Revenues by Importing Country, January 2010- December
2010 53
8 Russia Long and Medium Term LNG Contract Details, 2000-2020 55
8.1 Geographical Analysis of LNG Supply Contracts, 2011- 2020 55
8.2 Terminal wise Contracted Vs. Available Capacity, 2000- 2020 56
8.3 Existing LNG Supply Contract Details by Terminal 58
8.4 Announced/ Planned LNG Supply Contract Details by Terminal 59
9 Analysis of Planned LNG Projects in Russia 60
9.1 Current Status of Planned LNG Terminals 60
9.2 Planned LNG Terminals- Capital Expenditure 60
9.3 Planned LNG Terminals- Location, Operator, Ownership and Technology 61
9.4 Planned LNG Terminals- Fields, Tankers and Other Infrastructure 61
9.5 Planned LNG Terminals- Long and Medium term Supply Contracts 62
9.6 Planned Expansions of Existing LNG Terminals 63
10 Russia LNG Markets, Competitive Scenario 64
10.1 LNG Strategies of Major Russian Operators 64
10.2 Russia LNG Market Structure, 2011 66
10.3 Russia LNG Companies Benchmarking, 2011 67
10.4 Russia, Company wise LNG Export Capacity, 2000-2020 70
10.5 Russia Company wise Planned Capital Expenditure 71
11 Analysis of Key LNG Companies in Russia 72
11.1 OAO Gazprom 72
11.1.1 OAO Gazprom- Overview 72
11.1.2 OAO Gazprom- Business Description 73
11.1.3 OAO Gazprom- LNG Strategies 75
11.1.4 OAO Gazprom- LNG Operations 76
11.1.5 OAO Gazprom- SWOT Analysis 77
11.1.6 OAO Gazprom- Contact Information 79
11.2 Total S.A 80
11.2.1 Total S.A- Overview 80
11.2.2 Total S.A- Business Description 81
11.2.3 Total S.A- LNG Strategies 83
11.2.4 Total S.A- LNG Operations 84
11.2.5 Total S.A- SWOT Analysis 86
11.2.6 Total S.A- Contact Information 88
11.3 Royal Dutch Shell Plc 89
11.3.1 Royal Dutch Shell Plc- Overview 89
11.3.2 Royal Dutch Shell Plc- Business Description 90
11.3.3 Royal Dutch Shell Plc- LNG Strategies 92
11.3.4 Royal Dutch Shell Plc- LNG Operations 93
11.3.5 Royal Dutch Shell Plc- SWOT Analysis 95
11.3.6 Royal Dutch Shell Plc- Contact Information 97
12 Latest Developments in Russia LNG Industry 98
13 Appendix 116
13.1 Introduction to LNG 116
13.1.1 Widening Scope of LNG Globally 116
13.1.2 LNG Versus Pipeline Transport 117
13.2 Global LNG Markets Overview, 2011 118
13.3 LNG Conversion Factors 119
13.4 Definitions 119
13.5 About LNGReports 120
13.6 Sources and Methodology 120
13.7 Contact Information 121
13.8 Disclaimer 121 Table 1: Europe LNG Markets- Country Benchmarking 21
Table 2: Europe Natural Gas Reserves and Production by Country, 2010 22
Table 3: Europe Operational and Planned LNG Capacity by Country, 2011-2015 23
Table 4: Europe LNG Utilization Rates, 2010 24
Table 5: Russia LNG Export Capacity Outlook, 2000- 2020 28
Table 6: Russia LNG Trade Volume Outlook, 2000- 2020 30
Table 7: Russia LNG Contracted Capacity Outlook, 2000- 2020 32
Table 8: Russia Proven Natural Gas Reserves, 2000-2010 35
Table 9: Russia, Marketed Natural Gas Production Forecast, 2000- 2020 37
Table 10: Russia Natural Gas Consumption Forecast, 2000-2020 40
Table 11: Russia Existing and Planned LNG Terminal Details, 2011 41
Table 12: Russia LNG Export Capacity by Terminal, 2000- 2020 42
Table 13: Russia Liquefaction Train Size and Count by Terminal, 2000- 2020 43
Table 14: Russia LNG Feed Gas Supply Fields by Terminal, 2011 44
Table 15: Russia LNG Shipping Tankers by Terminal, 2011 45
Table 16: Russia LNG Storage Capacity by Terminal, 2000- 2020 46
Table 17: Russia LNG Storage Tanks by Terminal, 2000- 2020 47
Table 18: Russia Annual LNG Trade Quantities by Importer, 2000- 2010 48
Table 19: Russia Monthly LNG Trade Quantities by Importer, January 2010-
December 2010 49
Table 20: Russia Average Monthly LNG Prices by Importer, January 2010- December
2010 51
Table 21: Russia Monthly LNG Revenues by Importer, January 2010- December 2010
53
Table 22: Russia LNG Supply Contract Volumes by Country, 2011- 2020 55
Table 23: Terminal wise Contracted LNG Volumes, 2011- 2020 56
Table 24: Terminal wise Non- Contracted (Available) LNG Volumes, 2011- 2020 57
Table 25: Buyer, Market, Contract Volume, Duration, Delivery Type Details of
Existing Contracts by Terminal, 2011 58
Table 26: Buyer, Market, Contract Volume, Duration, Delivery Type Details of
Planned Contracts by Terminal, 2011 59
Table 27: Russia, Planned LNG Capital Expenditure by Terminal, 2011-2020 60
Table 28: Russia, Planned LNG Terminal Details (Location, Operator, Ownership
and Technology) 61
Table 29: Russia, Planned LNG Terminal Details (Source Fields, Tankers,
Infrastructure) 61
Table 30: Buyer, Market, Contract Volume, Duration, Delivery Type Details of
Contracts by Planned Terminals, 2011 62
Table 31: Russia LNG Capacity Expansions of Planned Terminals 63
Table 32: Russia LNG Companies Benchmarking (Capacity Index) 67
Table 33: Russia LNG Companies Benchmarking (Revenue Index) 68
Table 34: Russia LNG Companies Benchmarking (Investment Index) 69
Table 35: Russia Weighted LNG Capacity by Company, 2000- 2020 70
Table 36: Russia Company wise Planned Capital Investments, 2011- 2015 71
Table 37: OAO Gazprom- Top Level Information 72
Table 38: OAO Gazprom Existing and Planned LNG Operations by Country, 2011 76
Table 39: OAO Gazprom Weighted LNG Export Capacity by Terminal, 2000-2015 76
Table 40: Repsol YPF- Top Level Information 80
Table 41: Repsol YPF Existing and Planned LNG Operations by Country, 2011 84
Table 42: Repsol YPF Weighted LNG Export Capacity by Terminal, 2000-2015 84
Table 43: Royal Dutch Shell Plc- Top Level Information 89
Table 44: Royal Dutch Shell Plc Existing and Planned LNG Operations by Country,
2011 93
Table 45: Royal Dutch Shell Plc Weighted LNG Export Capacity by Terminal,
2000-2015 93
Table 46: Natural Gas (NG) and Liquefied Natural Gas (LNG) Conversion Factors
119
Figure 1: Russia LNG Export Terminals Map 14
Figure 2: Russia LNG Positioning Matrix 25
Figure 3: Russia LNG Export Capacity Outlook, 2000- 2020 28
Figure 4: Russia LNG Trade Volume Outlook, 2000- 2020 30
Figure 5: Russia LNG Contracted Capacity Outlook, 2000- 2020 32
Figure 6: Russia Natural Gas Reserves Comparison, 2010 34
Figure 7: Russia Proven Natural Gas Reserves, 2000-2010 35
Figure 8: Russia, Marketed Natural Gas Production Forecast, 2000- 2020 37
Figure 9: Russia, Primary Energy Consumption by Fuel (%), 2010 38
Figure 10: Russia Natural Gas Consumption Forecast, 2000-2020 40
Figure 11: Russia Annual LNG Trade Quantities, 2000-2010 48
Figure 12: Russia Monthly LNG Trade Quantities, January 2010- December 2010 49
Figure 13: Russia Average Monthly LNG Prices, January 2010- December 2010 51
Figure 14: Russia Monthly LNG Export Revenues, January 2010- December 2010 53
Figure 15: Russia LNG Supply Contract Volumes by Country, 2011 55
Figure 16: Russia LNG Market Shares by Companies, 2011 66
Figure 17: Russia Weighted LNG Capacity by Company, 2000- 2020 70
Companies Mentioned
Galp Energia, Enagas SA, Gdf Suez
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