Перспективы российского рынка сжиженного нефтяного газа

Исследование «Перспективы российского рынка сжиженного нефтяного газа» представляет собой незаменимый инструмент стратегического планирования для игроков этого динамично развивающегося сектора, поскольку в нем рассматриваются текущая ситуация на рынке СНГ, включая источники сырья, добычу, потребление, транспортировку, экспорт, ценообразование и регулирование; а также приводится оценка возможных перспектив и последствий запланированной реформы.

«Перспективы российского рынка сжиженного нефтяного газа» является незаменимым источником информации для:

• нефтегазодобывающих компаний
• нефтесервисных подрядчиков и поставщиков оборудования
• строительных компаний и проектировщиков
• инвестиционных и финансовых компаний

EXECUTIVE SUMMARY

 
1. GENERAL OVERVIEW
1.1 Energy Consumption in Russia

Share of LPG in Russia’s Fuel Balance
Energy Consumption in the Utilities and Households Sector
1.2 General Structure of the Russian LPG Market
1.3 LPG Production and Consumption Balance in Russia
Supply
Demand
1.4 Regulatory Framework of Russia’s LPG Market
Feedstock for LPG Production Associated Petroleum Gas
Balance Targets for Producers
Producers’ Wholesale Prices
Retail Prices
Export

 
2. FEEDSTOCK
2.1 Associated Petroleum Gas
Reserves
Production and Utilization Challenges
      APG Utilization
      APG Utilization Problems
Consumption
APG Pricing
2.2 Wide Fraction of Light Hydrocarbons
Production
      Gas Processing Plants
      Oil Companies
      Oil Refineries
      Fractional Breakdown of WFLH Extracted by Different Producers
Import
Consumption of WFLH
Pricing
Transportation
Export
2.3 Gas Condensate
Reserves
Production
Import
Consumption

 
3. LPG PRODUCTION
3.1 Key Aspects of Methodology
3.2 Russian LPG Classification
3.3 LPG Production Overview
3.4 LPG Producers
Oil Refineries (ORs)
      Raw Material Resource Base and Capacity
      Products
Petrochemical Complexes (PCCs)
      Raw Material Resource Base and Capacity
      Products
Gas Processing Plants (GPPs)
      Raw Material Resource Base and Capacity
      Products
Gazprom’s GPPs
      Raw Material Resource Base
      Products

 
4. DOMESTIC LPG CONSUMPTION
4.1 Russia’s LPG Delivery and Consumption Structure
4.2 Consumption by Industries
Petrochemical Industry
LPG Suppliers to Petrochemical Enterprises
       Oil Refineries
             Petrochemical Complexes
             Gas Processing Plants
             Gazprom’s GPPs
             Petrochemical Enterprises – LPG Consumers
Other Industries
4.3 Utility and Household Consumption
Types of LPG Consumption by Utilities and Households
       LPG Consumption by Type of Residence
       LPG Consumption by Sale Price
       LPG Consumption by Container Type
       By Fractional Composition
Suppliers of LPG to Utilities and Households
       Oil Refineries
       Petrochemical Complexes
       Gas Processing Plants
       Gazprom’s GPPs
LPG Distribution from Producers to Consumers in the Utility and Household Sectors
4.4 Use of LPG as Motor Fuel

 
5. PRICING AND TAXATION IN THE LPG MARKET
5.1 LPG Pricing
State Regulation of LPG Prices
      Balance Targets
      Procedures Involved in Determining LPG Prices by the State
      Wholesale Prices
      Retail Prices
Free Pricing in the LPG Market
Export LPG Prices
      Customs Payments
      Customs Value of a Commodity
      Customs Duty
      Value-added Tax (VAT)
      Fee for Customs Processing of the Shipment
5.2 Taxation of LPG Producers

 
6. LPG DISTRIBUTION AND TRANSPORTATION SYSTEMS
6.1 LPG Distribution System
Types of LPG Marketing Outlets and Storage Facilities
      Gas-Filling Stations (GFSs) and Cluster Stores (CSs)
      Gas-Filling Outlets (GFOs)
      Pressurized Container Buffer Stores (PBSs) – Exchange Points
      Automobile LPG Gas-Filling Stations (AGFSs)
Distribution Infrastructure
      Gas-Filling Stations (GFSs) and Cluster Stores (CSs)
             Location and Number
             Storage Facilities
             Capacity
      Automobile LPG Gas-Filling Stations (AGFSs)
      Availability of Alternative Storage Facilities
6.2 LPG Transportation System
LPG Pipelines
Railroad
Automobile Transport
6.3 Rail LPG Carriers and Transportation Tariffs
Rail LPG Carriers
Rail Transportation Tariffs
     Structure of Rail Tariffs
     Tank Car Lease
Cost of Rail Shipments by Destination

 
7. EXPORT AND IMPORT OF LPG IN RUSSIA
7.1 LPG Export from Russia: An Overview
LPG Export Dynamics
Export by Enterprises – Producers of LPG
Countries – Major LPG Importers
LPG Transportation for Export
7.2 Main Destinations of Russian LPG Exports
Non-CIS Countries
       Poland
       Finland
            Port of Hamina
       Latvia
            Port of Riga
       Lithuania
            Port Klaipeda
       Turkey
       Hungary
       Estonia
       Slovakia
       Romania
       Other Non-CIS Countries
CIS Countries
      Belarus
      Ukraine
            Port of Odessa
            Port of Kerch
      Moldova
Other CIS Countries
      Georgia
      Kazakhstan
7.3 Russian LPG Imports

 
8. VALUE CHAIN ANALYSIS: CASE STUDIES
8.1 Efficiency of Associated Petroleum Gas Processing
Process Flow at a Typical GPP, Production Yield
APG Processing Margin
Сase Study
8.2 Liquefied Petroleum Gas Export Efficiency
8.3 Efficiency of LPG Export from Russia Compared with Other FSU Countries
Efficiency of LPG Export from Kazakhstan

 
9. MARKET REFORM AND DEVELOPMENT OUTLOOK
9.1 Current Situation
9.2 Concept of Liberalization of the LPG Market
Raw Materials Supply Base
Enhancement of Raw Feedstock Processing Efficiency
Pricing and Delivery to the Domestic Market
Export
9.3 LPG Market Development Prospects
Supply
       Feedstock
       Production
       Company Plans
                SIBUR
                Gazprom
                LUKOIL
                YUKOS
                Surgutneftegaz

Demand
        Petrochemistry
        Consumption by Utilities and Households
        Automobile Transport
        Other Consumption
        Export
Transport
        Railway Transportation and Tariffs
        Construction of Export Sea Terminals
                Port of Zhelezny Rog (Krasnodar Territory)
                Port of Tuapse (Krasnodar Territory)
                Port Vostochny (Primorsk Territory)

 
APPENDIX 1
Technical Specifications

 
APPENDIX 2
Main Legislative Acts Regulating Wholesale Prices for Petroleum (Associated) Gas and Liquefied Petroleum Gas for Public Utility Uses

 
APPENDIX 3
Structure of LPG Supplies and Prices

 
APPENDIX 4
Comparative Classification of Hydrocarbon Reserves and Resources

Figure 1.1 Consumption of energy in Russia
Figure 1.2 Structure of energy consumption in Russia, 2003
Figure 1.3 Energy consumption in the utilities and households sector (excluding automobile transport), 2002
Figure 1.4 Structure of Russian LPG market
Figure 1.5 LPG production and consumption balance in Russia
Figure 1.6 State regulation of the Russian LPG market
Figure 2.1 Dissolved gas reserves in Russia as of early 2002, bcm
Figure 2.2 APG extraction by Russian producers, 2002
Figure 2.3 Utilization of APG by major Russian producers, 2002
Figure 2.4 APG consumption by consumer types, 2002
Figure 2.5 Processing of APG by Russian GPPs, 2002

Figure 2.6 Prices for APG intended for further processing
Figure 2.7 Russian WFLH producers, 2002
Figure 2.8 Russian WFLH production by GPPs, 2002
Figure 2.9 WFLH production by crude oil stabilizers operated by Russian oil companies, 2002
Figure 2.10 Russian WFLH production by oil refineries, thousand tons
Figure 2.11 Fractional breakdown of WFLH defined in TS 38.101524-93
Figure 2.12 Hydrocarbon composition of WFLH produced by Russian producers
Figure 2.13 WFLH consumption in Russia by different consumer groups, 2002
Figure 2.14 WFLH deliveries to Russian GPPs and PCCs, thousand tons
Figure 2.15 Recoverable condensate reserves by region, January 2002, mln tons
Figure 2.16 Production of gas condensate in Russia, thousand tons
Figure 2.17 Deliveries of gas condensate from the Karachaganak field to the Orenburg GGP, thousand tons
Figure 2.18 Russian gas condensate delivered for processing, thousand tons
Figure 3.1 Quality standards for LPG produced in Russia
Figure 3.2 Russian LPG production, mln tons
Figure 3.3 Russian LPG production by product types (categories), thousand tons
Figure 3.4 LPG production by Federal Districts (FD), 2002
Figure 3.5 Russia’s LPG production by fractions, 2002
Figure 3.6 LPG producers in Russia
Figure 3.7 LPG production by Russian oil refineries, thousand tons
Figure 3.8 Petroleum gas processing capacity utilization at Russian ORs as of early 2003, %
Figure 3.9 LPG production by Russian PCCs, 2002, thousand tons
Figure 3.10 WFLH deliveries to PCCs, 2002, thousand tons
Figure 3.11 Capacity utilization of feedstock processing plants at petrochemical enterprises as of early 2003, %
Figure 3.12 Production of main LPG fractions by PCCs in Russia, 2002, thousand tons
Figure 3.13 LPG production by Russian GPPs, 2002, thousand tons
Figure 3.14 Processing capacity utilization at GPPs in Russia as of early 2003, %
Figure 3.15 Production of main LPG fractions by GPPs in Russia, 2002, thousand tons
Figure 3.16 LPG deliveries for reprocessing, 2002, thousand tons
Figure 3.17 LPG production by Gazprom’s GPPs, 2002, thousand tons
Figure 4.1 Domestic LPG consumption, 2002
Figure 4.2 LPG consumption in Russia in 2000-2002, thousand tons
Figure 4.3 Domestic LPG consumption in Russia, 2002, thousand tons
Figure 4.4 LPG delivery to petrochemical enterprises, 2002
Figure 4.5 LPG delivery to petrochemical enterprises by producers, 2002, thousand tons
Figure 4.6 Largest petrochemical enterprises – LPG consumers, 2002, thousand tons
Figure 4.7 LPG consumption for production purposes, 2002, thousand tons
Figure 4.8 Number of apartments supplied with LPG by Federal District (FD), as of early 2003
Figure 4.9 LPG cylinders used in Russia’s housing and utilities sector by volume, 2002
Figure 4.10 LPG delivery to utilities and households by producers, 2002, thousand tons
Figure 5.1 LPG prices regulated by the state
Figure 5.2 Comparative dynamics of prices for butane, 2002
Figure 5.3 Prices in Russia’s domestic market for main LPG fractions on ex-factory terms in early 2003
Figure 5.4 Codes of the commodity nomenclature for foreign economic activities and rates of customs duty for certain types of LPG
Figure 6.1 System of primary and secondary LPG supply to consumer
Figure 6.2 List of enterprises that own LPG storage facilities
Figure 6.3 Main specifications of tank cars used for LPG transportation
Figure 6.4 Major owners of LPG tank cars, as of early 2003
Figure 6.5 LPG transportation rates charged by SG-Trans, as of the beginning of 2003
Figure 6.6 LPG transportation rates for domestic shipments as set forth in Schedule of Rates # 10-01, $/ton
Figure 6.7 Rates for LPG export shipments from producers to border-crossing points, as of November 2003 (25 tons per tank car, shippers own tank cars)
Figure 7.1 Russian LPG exports, mln tons
Figure 7.2 LPG export from Russia by FDs and producers, thousand tons
Figure 7. 3 Export of LPG from Russia by countries, 2002, thousand tons
Figure 7.4 Russian LPG export by fractions, 2002
Figure 7.5 Export of LPG from Russia by сountries, 2002
Figure 7.6 Russian suppliers of LPG to Poland, 2002
Figure 7.7 Polish importers of Russian LPG, 2002
Figure 7. 8 Russian LPG suppliers to Finland, 2002
Figure 7. 9 Finnish importers of Russian LPG, 2002
Figure 7.10 Russian suppliers of LPG to Latvia, 2002
Figure 7.11 Latvian importers of Russian LPG, 2002
Figure 7.12 Russian LPG suppliers to Lithuania, 2002
Figure 7.13 Lithuanian importers of Russian LPG, 2002
Figure 7.14 Russian suppliers of LPG to Turkey, 2002
Figure 7.15 Turkish importers of Russian LPG, 2002
Figure 7.16 Russian suppliers of LPG to Hungary, 2002
Figure 7.17 Hungarian importers of Russian LPG, 2002
Figure 7.18 Russian suppliers of LPG to Estonia, 2002
Figure 7.19 Estonian importers of Russian LPG, 2002
Figure 7.20 Russian suppliers of LPG to Slovakia, 2002
Figure 7.21 Slovakian importers of Russian LPG, 2002
Figure 7.22 Russian suppliers of LPG to Romania, 2002
Figure 7.23 Russian LPG suppliers to Belarus, 2002
Figure 7.24 Belarusian importers of Russian LPG, 2002
Figure 7.25 Russian LPG suppliers to Ukraine, 2002
Figure 7.26 Ukraine importers of Russian LPG, 2002
Figure 7.27 Russian LPG suppliers to Moldova, 2002
Figure 7.28 Moldovan importers of Russian LPG, 2002
Figure 7.29 Suppliers of Russian LPG to Georgia, 2002
Figure 7.30 Georgian importers of Russian LPG, 2002
Figure 7.31 Suppliers of Russian LPG to Kazakhstan, 2002
Figure 7.32 Kazakh importers of Russian LPG, 2002
Figure 8.1 APG Processing Process Flow at a Typical SIBUR GPP
Figure 8.2 Production of Nizhnevartovsk GPP main marketable products, 2002
Figure 8.3 Wholesale prices for gas plant products (including VAT), December 2002
Figure 8.4 Calculation of the APG processing margin of the Nizhnevartovsk GPP, as of December 2002
Figure 8.5 Export efficiency for normal butane fraction, November 2003
Figure 8.6 Export efficiency for CPBM, November 2003
Figure 8.7 Production and export of LPG in countries of the FSU, thousand tons
Figure 8.8 LPG export from Kazakhstan by countries, 2002
Figure 8.9 Efficiency of CPBM export from Kazakhstan, as of December 2002
Figure 9.1 Prospects for LPG production in Russia, mln tons
Figure 9.2 Prospects for extension of the raw materials supply base for LPG production in Russia to 2010
Figure 9.3 LPG production and delivery by SIBUR by 2010, thousand tons
Figure 9.4 Forecast of LPG consumption in Russia by market segment, mln tons
Figure 9.5 Projected LPG transportation by rail in Russia, thousands tons
Figure A1.1 Propane fraction technical specifications
Figure A1.2 Normal butane fraction technical specifications
Figure A1.3 Isobutane fraction technical specifications
Figure A1.4 Propane-butane mixtures specifications
Figure A1.5 Propane-propylene fraction (excerpt from Technical Specification 38.101491-89)
Figure A2.1 Price for APG intended for further processing
Figure A3.1 Schedule of assignment of Russian Federation constitutent territories to LPG producers, as of May 2002
Figure A3.2 LPG delivery structure and price data delivered by main producers in June 2003 using balance targets
Figure A3.3 Delivery structure and price data for commercial gas delivered to several gas distribution organizations, as of June 2003
Figure A4.1 Comparative classification of hydrocarbon reserves/resources