1 / 14

CIS Oil&Gas Agoria Carbon Energy Club Moscow, April 4 th , 2011

CIS Oil&Gas Agoria Carbon Energy Club Moscow, April 4 th , 2011. Johan Vanderplaetse VP CIS & Turkey. BRIC Gross Domestic Product (GDP) Per Capita. 2000-2010 GDP Per Capita CAGR. China. $12. India. Russia. $3. $15. 2010-2020 GDP Per Capita $ ∆ (000’s). $15. Brazil.

edena
Download Presentation

CIS Oil&Gas Agoria Carbon Energy Club Moscow, April 4 th , 2011

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. CIS Oil&Gas Agoria Carbon Energy ClubMoscow, April 4th, 2011 Johan Vanderplaetse VP CIS & Turkey

  2. BRIC Gross Domestic Product (GDP) Per Capita 2000-2010 GDP Per Capita CAGR China $12 India Russia $3 $15 2010-2020 GDP Per Capita $ ∆ (000’s) $15 Brazil 2010 GDP Per Capita $(000’s) Russia Offers an Established Market and Steady Growth

  3. Macroeconomic Indicators Russia Recent Economic Developments Investment Climate • Lessons from 2008 crisis has accelerated the efforts by the government to diversity its economy, with Skolkovo being a pet-project for President Medvedev • Fight against corruption continues, but stays until today mostly on paper • Still, Russia ranked world’s 5th top priority recipient economy for FDI for 2010-2012. The scheduled accession to the WTO in 2012 will further boost the economy • Russia plans also the set-up of a “special sovereign fund” to attract foreign capital • The government embarks on a massive new privatization plan: 600 state-controlled companies to be sold through 2015 • After a deep fall during the 2008 downturn, Russia’s economy recuperated very fast (driven by high oil prices) • But this also shows how dependent Russia remains from natural resources • Russia’s GDP growth at 4%, current account balance and fiscal deficit perform better then expected • Russia maintains enviable external account dynamics, with a robust current account surplus, limited foreign debt and high reserve holdings • US $1trn public-private investment plan over the long term will substantially modernise Russia’s transport, communications, electricityand utilities infrastructure

  4. Investments – Power RUSSIA: ENERGY STRATEGY TILL 2030 IN THE PERIOD 2009-2030 RUSSIA IS PLANNED TO INVEST $1,500BIN POWER PRODUCTION AND SUPPLY 47.2 GW – 21% 62 GW – 14% 23.8 GW – 11% 129 GW – 29% 68.4 GW – 30% 142 GW – 32% 112 GW – 25% 85.5 GW – 38% Power generation in 2030, Total 445 GW Power generation in 2008, Total 224.9 GW By 2030 power generation capacity will almost double 220.1 GW 49% Capital expenditures in power production, $B Capital expenditures in power supply, $B 529$B 352$B TOTAL (2009-2030): 900$B TOTAL (2009-2030): 600$B 233$B 141$B 126$B 95$B Source: Ministry of Industry and Trade of the Russian Federation

  5. Investments – Oil&GasRUSSIA: ENERGY STRATEGY TILL 2030 Gas: 590$B / 49% Oil: 625$B / 51% By 2030, 1,200$B is planned to be invested in Oil & Gas Russia (oil) – $300bn, 2010-2020 321$B Growth – 41.6% (2008-2030) 165$B 139$B 299$B Growth – 31.2% (2008-2030) 155$B 136$B Source: Ministry of Industry and Trade of the Russian Federation

  6. Investments – Oil&Gas: Global majors Russia (oil) – $300bn, 2010-2020

  7. Investments – Oil&Gas: Local majors Russia (oil) – $300bn, 2010-2020

  8. Customer Segmentation • FOREIGN CONTROLLED / MANAGED: • INTERMEDIATE: Centralized: Decentralized: • LOCAL: “EASY” P Decision Making Process: Western P Decision Making Process P Decision Making Process: Russian Specifics “DIFFICULT”

  9. Drivers & Dimensions Relevant For All Segments DRIVERS • Price • Quality of offering • product quality • address “pain” • Financing • ducroire • Implementation • Relations • proper • improper DIMENSIONS • Bottom-up : smaller deals • Bottom-up & Top-down: large deals Get your political story right “RANDOM 3”: you win “RANDOM 2” : you could win “RANDOM 1” : you loose TYPE OF COMPETITION - local competition - Western competition - Chinese competition

  10. Business Model & go-to market • DIRECT MODEL For large customers, large deals or “western” companies • INDIRECT MODEL For smaller customer, smaller deals or “local” customers Multinationals tend to go direct, SME’s more indirect

  11. CIS distributors/integrators

More Related