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Service Overview

IHS CERA’s Russian and Caspian Energy Advisory Service integrates our oil, natural gas, and power market outlooks with insights into the region’s driving forces and changing consumer demands. We help clients understand and integrate geopolitical, environmental, economic, regulatory, and stakeholder related issues that influence the supply, demand, and price of energy. This knowledge is essential in assisting our clients in the regional gas industry, as well as financial and service companies, to navigate market risks and opportunities and create winning strategies. This service provides a first look at the crucial factors that will contribute to success in the region.

For more details, please call Roberto Futuro at +33 (0) 1 42 44 10 22

 
If you are interested in this service, please also see:
•  Eurasia Transportation Forum
or visit our full Products and Services page.



Service Benefits

The service provides objective, independent research that can help your organization

  • Understand the energy market and political issues to provide a sound basis for gauging the future possible scenarios facing the region
  • Anticipate the influence of regulatory issues on regional energy production and exports
  • Identify the driving forces in the Eurasian gas business and track the gas flows from Central Asian and Russian gas fields to Europe’s borders
  • Understand the priorities and concerns of current or potential partners
  • Develop strategies for mitigating risk in a quickly changing business environment

Future Research Themes: Big Questions

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

  • Will 2009 bring another decline in Russian oil production growth?
  • Will the new Eurasian gas balance offer less opportunity for new players?
  • How far-reaching will the impact of the Ukrainian-Russian gas transit crisis be?
  • Caspian gas to export markets: How much and how quickly?
  • How quickly will the export constraint be alleviated for Caspian oil?

Recent Research

  • A Potential Game-changer: The Implications of Recalibrating Russian Oil Export Taxes. Facing a double challenge of reviving Russia’s stagnant crude oil production and reining in rising export volumes of fuel oil from excessive simple distillation by Russian refineries, the Russian government is considering a cut in the export tax along with the elimination of the tax differential between light products and heavy products to stimulate deeper refining.
  • The Russian Long-range Power Plan: An Uneasy Marriage of Central Planning and Markets. In March 2008 after three years of planning and negotiations among key stakeholders— including Gazprom and Unified Energy System—the Russian government signed off on a detailed road map for power sector investment to 2020. Newly (or soon to be) privatized power generation companies are beginning to launch costly modernization programs, anticipating a fully liberalized power market over the next four to five years. Yet with power demand growth slower in the past four quarters than in 2006, policy debates have shifted from worries over an overburdened and aging power infrastructure toward the potential risks of overcapacity if the government plan is rigidly enforced.
  • Is It a Gas? Conflicting Interpretations of New Russian Export Law Signal Clash of Powerful Commercial and Political Interests. The Russian Law on Gas Exports enacted in August was intended to solidify and extend Russia’s “unified export channel” under Gazprom’s control. It has instead led to unprecedented confusion in Russian hydrocarbon export policy, as key oil and gas players and Russian authorities have found themselves at loggerheads over interpretation of the provisions of the new legislation. The outcome of this debate has far-reaching implications for the longterm direction of Russian export policy, the overall balance of power within the Russian energy industry, and the fate of the energy companies’ competing governmental patrons.
  • Energy and the Ukrainian Economy: Obstacles and Opportunities Ahead. The gas standoff in January 2006 between Russia and Ukraine resulted in a price increase for imported gas that has raised fundamental questions about the future of Ukraine’s economy and energy security. Stepping back from the day-to-day headlines, this IHS CERA Private Report discusses the relationship between energy and the Ukrainian economy over the longer term.

Research Deliverables Analysis covers Russia and the other state of the Former Soviet Union.

Fundamentals Reports

  • Integrated Russian and Caspian Watches featuring medium-term outlook for drivers of oil, gas, power, and investment issues published three times annually: twice with a Russian focus, once with a Caspian focus.
  • Eurasian Gas Export Outlooks: Data model, updated semiannually, detailing gas production, consumption, and exports from Russia and the Caspian region, including
    • Russia, Kazakhstan, Azerbaijan, Turkmenistan, Uzbekistan
    • Exports east and west
    • Outlooks to 2030

Strategic Reports

  • Research driven by the service’s Big Questions that have implications for corporate leaders, investors, government policymakers, and energy users. The answers to these questions will set the stage for the strategic future of the industry. Published as Private Reports and Decision Briefs.

Data Center

  • Russian Federation energy sectors
    • Oil balance for the Russian Federation
    • Refined product balance for the Russian Federation
    • Gas balance for the Russian Federation
    • Electricity balance for the Russian Federation
  • Caspian energy sectors
    • Natural gas balances for Caspian countries
    • Central Asia electricity balance
    • Kazakhstan oil balance
    • Azerbaijan oil balance

Access to research staff

Multimedia conference calls to help members interpret key trends and market developments

Events: Advisory Service members may participate in exclusive client gatherings fostering interaction among senior-level decision makers and IHS CERA experts. Membership includes seats at IHS CERA’s Executive roundtables held each spring and fall. Clients may also attend CERAWEEK , featuring IHS CERA’s Executive Conference and related events, held annually in Houston, for a reduced fee.


For more information regarding CERA's services, please contact info@cera.com or call +1800 TRY CERA