Climate and Sustainability Oil & Gas Upstream

Russia and Caspian Regional Integrated Service

Energy forecasts, strategic analysis, and insights

This service delivers an integrated view of the oil, gas, power, coal and renewable energy markets of Russia and the Caspian region (and other interconnected Eurasian markets). Find regional upstream oil and gas developments, power market fundamentals, energy sector forecasts, power capital costs, competitive benchmarking, long-term strategic analysis, and topical insights across fuel types for twelve countries.

Key benefits:

Provide an integrated view of Eurasian energy markets
Support your strategic planning and investment processes
Anticipate shifts in policy, regulation, technology and markets
Gain a long-term views of regional energy markets

What’s Included

All fuels coverage

Analytical reports of different lengths and depth of coverage, including strategic reports, watches, market briefings, and insights
Eurasian gas export outlook, Eurasian oil export outlook, Russian domestic gas price outlook and monitor, national oil and gas balances, energy production tables

Topics

Key focus areas:

Russian oil and gas developments
Regional upstream developments in Kazakhstan, Turkmenistan and Azerbaijan
National oil companies
Russian energy consumption trends, pricing and export issues (transportation, markets, prices)
Politics, economics, geopolitical risks
State policy and regulation

General topics covered:

All energy sectors and related aspects:
- Upstream oil and gas: Production, reserve and resource base, taxation and fiscal terms, and regulation and investment environment
- Midstream and downstream oil and gas: Pipelines and transportation, refining and exports
- Electric power (Russian thermal generation, hydro, nuclear and renewables) and coal (production and exports)
- Energy consumption and domestic energy markets
Immediate, regular analysis of important topics:
- Economic development and prospects
- Politics and political power
- Regulatory issues and legislation
- Upstream and downstream developments, prospects, taxation and fiscal terms
- Company activities, strategies and performance
- Regional political issues and energy transit

Sample Webinars

Topics:

Power of Siberia: How competitive is it in Chinese regional markets?
Competitiveness of Russian gas in the short term and long term in key export markets: Europe and China
Kazakhstan’s economy and energy sector in April 2020: Where do things stand?

Country Coverage

Russia
Kazakhstan
Turkmenistan
Ukraine
Belarus
Azerbaijan
Uzbekistan
Georgia
Tajikistan
Kyrgyzstan
Moldova
Armenia

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Experts

Shankari Srinivasan

Shankari has specific expertise in global gas market fundamentals analysis, price forecasting, company strategy and scenario planning. She has authored numerous reports. Prior to joining IHS Markit, Ms. Srinivasan was Head of Energy Fundamentals at Centrica in the United Kingdom. She has covered the European gas market for many years and authored a number of reports as researcher and then leader of the European gas practice at CERA, which is now part of IHS Markit. She has also assessed the European and Russian gas markets with the International Energy Agency. Ms. Srinivasan previously worked at a New York brokerage firm as a corporate equity analyst. She holds three degrees from US Universities, a Bachelor of Arts from Brown University, a Master of Science from New York University, and a Master of Science from University of Pennsylvania. She also holds an Executive MBA from Cranfield University, United Kingdom.

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Matthew J. Sagers

An expert on energy transportation systems and regional economic development in the former Soviet Union, Dr. Sagers is the key contributor to the Eurasian Oil Export Outlook and Eurasian Gas Export Outlook. His expertise includes pipeline constraints and solutions in Eurasia. His recent research includes Russia's new LNG strategy, OPEC+ compliance for Eurasian producers, Russian oil production flexibility, Russian spare oil production capacity, Russian upstream and oil export taxation, lifting costs in Russian oil, Russian and Eurasian gas development and export prospects, Gazprom's overhang of spare gas production capacity, Kashagan project economics, Kazakhstan's domestic gas market, oil transit in the Turkish Straits, Ukrainian natural gas developments, new pipeline projects in Russia and Eurasia, oil products demand, and the Russian and Eurasian oil refining sector outlook. He is the author of many research articles, government reports, monographs, and other publications. Previously, Dr. Sagers was energy service director at PlanEcon., and chief of the international research center of the US Census Bureau's Soviet branch. He led the research that produced three National Energy Reports for Kazakhstan (2015, 2017, and 2019), served on several World Bank missions, teams and advisory panels, including specific commissions focused on oil and gas pipelines in Russia and Kazakhstan. He worked on the International Energy Agency's surveys of Russian energy and of Ukrainian Energy. He was an economic advisor to the Federated States of Micronesia and a geography professor at both Weber State University and the University of Virginia. Dr. Sagers holds a Bachelor of Science, magna cum laude, from Weber State University and a Master of Arts and Ph.D. from The Ohio State University, United States.

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Paulina Mirenkova

Ms. Mirenkova focuses on the political and investment climate and energy markets of Russia and Central Asia. She was an author and project manager of Kazakhstan's 2015, 2017 and 2019 National Energy Strategy Reports steered by KazEnergy. The reports provide comprehensive coverage of all sectors across the energy industry, discuss environmental and energy efficiency issues, and analyze important global trends in the energy sphere. Ms. Mirenkova is an author and editor of the annual Caspian Energy Watch, covering regional developments in the oil and gas sectors. Her latest research reports covered Azerbaijan's gas prospects beyond Shah Deniz, Kazakhstan's gas exports to China, the importance of small and medium size oil producers to the overall oil profile of Kazakhstan 's oil production, and the impact of the Eurasian Economic Union integration process on Kazakhstan's domestic energy market. Prior to joining IHS Markit, Ms. Mirenkova was a quantitative analyst with an asset management firm in Boston. Ms. Mirenkova holds bachelor's degrees (with honors) from Northeastern University and a Master of Arts degree in Law and Diplomacy from the Fletcher School at Tufts University.

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Anna Galtsova

Ms. Galtsova, director with the Gas, Power, and Energy Futures team at IHS Markit, focuses on the analysis of broad trends and issues in the energy sector of former Soviet Union countries as well as project economics. She has participated in a number of strategy planning projects for the Ministry of Energy and Natural Resources of Ukraine and Ministry of Finance in Ukraine and also for Russian and international oil and gas majors as well as for the Ministry of Energy of the Russian Federation. She is the author of numerous strategic publications on Eurasian gas industry fundamentals analysis and long-term forecasting, including supply, demand, exports (pipeline, LNG), and regulation. Ms. Galtsova regularly takes part in IHS Markit Energy Briefings and CERAWeek. She is also regularly invited as a speaker at key industry events, including the National Oil and Gas Forum, International Forum Energy Security and Development Prospects, Astana Economic Forum, Moscow International Oil and Gas Exhibition, LNG Congress, and other events in Europe and Asia. Prior to joining IHS Markit, Ms. Galtsova was an equity analyst at Russian investment bank Renaissance Capital, where she covered the oil sector in Central Asia. She also worked at the Russian consulting company ERTA Analytical Group, where she conducted in-depth analysis of the Russian gas market, including asset valuation, supply/demand forecast modeling, pricing outlooks, transportation issues, and market rules and regulation.Ms. Galtsova holds a degree from Moscow State Linguistic University and a certificate in financial analysis and portfolio management from the National Research University Higher School of Economics, Russia.

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John C. Webb

Dr. Webb specializes in Russia, with a focus on the oil industry, the primary hydrocarbon-producing provinces, and the government's energy policy at the federal and regional levels. He also monitors the more general evolution of Russian politics and of the economy and their impact on energy sector development. Dr. Webb's recent research on Russian trends includes analyses of oil sector tax reform, upstream investment priorities, Arctic shelf policy and projects, new crude oil transportation and export dynamics, and the evolving downstream business environment. His IHS Markit reports analyze wider Russian and Caspian issues and dynamics as well, including the implications of the OPEC+ deals for Russia, Kazakhstan, and Azerbaijan. Dr. Webb is a regular contributor to IHS Markit briefings and consulting projects concerning key Eurasian trends. He holds a BA from the University of California, Berkeley, and a PhD from Georgetown University.

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Ilya Levontin

Mr. Ilya Levontin is a research analyst at IHS Markit with the Russian and Caspian Energy research team, specializing in oil and gas markets in Russia. Mr. Levontin has been involved in a number of strategic projects for Russian and foreign oil and gas companies. He supports research and consulting efforts by analyzing existing and finding new data. Mr. Levontin holds a Bachelor of Science from the State University of Management, Moscow, Russia, and an MBA from the Haub School of Business at Saint Joseph's University, Philadelphia, United States.

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