GAZPROM IN EASTERN RUSSIA, ENTRY INTO ASIA-PACIFIC MARKETS St. - - PowerPoint PPT Presentation

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GAZPROM IN EASTERN RUSSIA, ENTRY INTO ASIA-PACIFIC MARKETS St. Petersburg, May 28, 2019 Gazproms Resource Base in Eastern Siberia and Russian Far East (as of January 1, 2019), bln m 3 Gas reserves in Gazprom Groups licensed blocks in Eastern

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GAZPROM IN EASTERN RUSSIA, ENTRY INTO ASIA-PACIFIC MARKETS

St. Petersburg, May 28, 2019

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1

Gazprom’s Resource Base in Eastern Siberia and Russian Far East (as of January 1, 2019), bln m3

Gazprom’s licenses in Eastern Siberia and Russian Far East Location Number

Sea of Okhotsk shelf 4 Kamchatka Territory 9 Republic of Sakha (Yakutia) 5 Irkutsk Region 5

(incl. for one UGS facility)

Krasnoyarsk Territory 13 Amur Region 2 (for UGS facilities) TOTAL 38

205,8

Krasnoyarsk Territory

1,715.3 443 1,079.4

Irkutsk Region Republic of Sakha (Yakutia)

397.8 1,392.7 406 7.3 0.5

Kamchatka Territory (onshore+offshore) Sea of Okhotsk shelf

940.2 50.6 110

Gas reserves in Gazprom Group’s licensed blocks in Eastern Siberia and Russian Far East: А+В1+С1 – 4,260 bln m3; В2+С2 – over 1,638.4 bln m3

А+В1+С1 В2+С2 D (resources)

GAZPROM IN EASTERN RUSSIA, ENTRY INTO ASIA-PACIFIC MARKETS

113.8 205.8 486

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Key Production Data for Chayandinskoye and Kovyktinskoye Fields

RESERVES



1,2 TRLN M3 OF GAS



61.6 MLN T OF OIL AND CONDENSATE

2019 COMMISSIONING DATE PLANNED GAS PRODUCTION

25.4 BLN M3 PER YEAR

CHAYANDINSKOYE OIL, GAS AND CONDENSATE FIELD

RESERVES



2.71 TRLN M3 OF GAS



90.6 MLN T OF CONDENSATE

DECEMBER 2022 COMMISSIONING DATE PLANNED GAS PRODUCTION

25 BLN M3 PER YEAR

KOVYKTINSKOYE GAS AND CONDENSATE FIELD

GAZPROM IN EASTERN RUSSIA, ENTRY INTO ASIA-PACIFIC MARKETS

1.5

6.9 13.8 19.0 23.6 25 25 25 25 25 25

5 10 15 20 25

2019 2020 2021 2022 2023 2024 2025 2030 2035 2040 2045

4.9 15 25 25 25 25 25 25 25

5 10 15 20 25

2023 2024 2025 2030 2035 2040 2045 2049 2050

GAS PRODUCTION SCHEDULE, BLN M3 GAS PRODUCTION SCHEDULE, BLN M3

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3

Sakhalin III Project. Kirinskoye Field

75-90 м - глубина моря Field was put onstream in 2014 Planned gas production – 5.5 bln m3 per year Construction of 7 production wells completed:

2 wells connected to gathering system
5 wells to be connected

GAZPROM IN EASTERN RUSSIA, ENTRY INTO ASIA-PACIFIC MARKETS

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Power of Siberia Gas Pipeline Chayandinskoye and Kovyktinskoye Fields

LENGTH OF POWER OF SIBERIA

GAS PIPELINE IS AROUND 3,000 KM

DIAMETER – 1,420 MM PRESSURE – 9.8 MPA

ANNUAL EXPORT CAPACITY

– 38 BLN M3 OF GAS

CHAYANDINSKOYE AND

KOVYKTINSKOYE FIELDS

IDENTIFIED AS RESOURCE BASE FOR GAS SUPPLIES TO CHINA VIA

POWER OF SIBERIA GAS PIPELINE

CHAYANDINSKOYE FIELD IS OF

PRIME IMPORTANCE FOR YAKUTIA GAS PRODUCTION CENTER’S DEVELOPMENT

KOVYKTINSKOYE FIELD IS OF

CENTRAL IMPORTANCE FOR

IRKUTSK GAS PRODUCTION

CENTER’S DEVELOPMENT

GAZPROM IN EASTERN RUSSIA, ENTRY INTO ASIA-PACIFIC MARKETS

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5

Sakhalin – Khabarovsk – Vladivostok Gas Pipeline

Length of single-string pipeline – over 1,800 km Diameter – 1,200 mm Pressure – 9.8 MPa

GAZPROM IN EASTERN RUSSIA, ENTRY INTO ASIA-PACIFIC MARKETS

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Geological Exploration to Identify Potential Sites for UGS Facilities

Angarskaya area Blagoveshchenskaya area Belogorsky block

Block adjacent to Khabarovsk

GAZPROM IN EASTERN RUSSIA, ENTRY INTO ASIA-PACIFIC MARKETS

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Planned Export Routes for Amur GPP Products

Propane and butane

Planned LPG production at Amur GPP – up to 1.5 mln t per year
Consideration is being given to possibilities for LPG processing within

Russia, as well as to LPG exports to Asia-Pacific countries (Japan, China, South Korea)

LPG will be transshipped at designated offshore and onshore terminals

if LPG export option is chosen

Liquefied helium

Shipments in special helium tank containers
Road transportation to logistics hub located near container ports
Delivery of containers to buyers in ports
Main sales markets: China, Japan, South Korea, Taiwan, and other countries
Planned delivery volume – up to 60 mln m3 per year

Svobodny settlement

Japan

LPG tanks Amur GPP Gas carriers and container ships LPG terminal Helium trucks Helium hub

GAZPROM IN EASTERN RUSSIA, ENTRY INTO ASIA-PACIFIC MARKETS

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8

0.1 0.3 0.3 0.5 1.4 1.9 2.3 1.4 1.5 3.4 3.6 3.7 3.3 4.0 1 2 3 4 5 2005 2006 2007 2008

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018

Gazprom Group’s LNG Business in Asia-Pacific Region

ASIA-PACIFIC REGION REMAINS IN FOCUS FOR GAZPROM GROUP In 2018, Asia-Pacific markets accounted for over 70% of Gazprom Group’s LNG deliveries. We plan to further ramp up LNG supplies to Asia-Pacific markets both via our LNG projects carried out locally and from our LNG trading portfolio.

Gazprom Group’s LNG supply markets LNG demand outlook in Asia-Pacific countries Gazprom Group’s LNG business in Asia-Pacific region

73 77 83 83 42 38 39 44 97 80 65 55 43 27 26 23 129 90 49 37 100 200 300 400 2030 2025 2020 2018 mln t mln t

India - 19% China - 15% Japan – 16% FOB - 11% Taiwan - 10%

ther DES supplies - 4%

Korea – 14% Kuwait - 11%

Gazprom Group’s LNG supplies from other locations to Asia-Pacific region

Россия Sakhalin II project third train of LNG plant Taiwan Japan Philippines India Китай Singapore Bangladesh Thailand South Korea Indonesia

existing

LNG markets:

potential
existing

Gazprom Group’s LNG supply routes:

potential
existing
potential

LNG plants partly owned by Gazprom Group: Project of LNG plant’s third train, Sakhalin II

Annual capacity – up to 5.4 mln t of LNG
In 2015, Gazprom and Shell signed

Memorandum on said project

Project’s FEED is complete, positive

feedback obtained from Russian State Expertise Agency Malaysia Vietnam

DES, Asia-Pacific countries
DES, other countries
FOB

Source: IHS Markit

Japan
South Korea
China
India
other Asia-Pacific countries

Vladivost stok

k LNG

(med edium-sc scale) e)

Investment rationale

under development

GAZPROM IN EASTERN RUSSIA, ENTRY INTO ASIA-PACIFIC MARKETS

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9 Pipeline gas supplies from Russia to China via eastern route will commence on December 1, 2019.

We are getting ready to start pipeline gas deliveries to China under Sales and Purchase Agreement with CNPC for gas to be supplied via eastern route and also looking into other promising areas of cooperation with Chinese partners.

Natural gas consumption and imports in Chinese market

PIPELINE GAS SUPPLIES LNG SUPPLIES UNDERGROUND GAS STORAGE GAS-FIRED POWER GENERATION SCI-TECH COOPERATION NGV FUEL AND SMALL- SCALE LNG GAS EXPLORATION AND PRODUCTION IN THIRD COUNTRIES

Current and potential areas of cooperation with Chinese partners

consumption* including imports ** 169 179 193 206 237 280 31% 33% 32% 37% 40% 45% 50 100 150 200 250 300 2013 2014 2015 2016 2017 2018 bln m3 0% 10% 20% 30% 40% 2013 2014 2015 2016 2017 2018 consumption Growth rates: production imports Sourc urces es: : Chinese NDRC, NBS, GAC

Natural Gas Deliveries to Chinese Market

* Difference of gas consumption and gas imports corresponds to volume of domestic production added to volume of natural gas in storage, volume of losses and statistical margin of error. Gas consumption data for 2018 are based on Chinese NDRC statistics concerning gas supplies to China’s market (domestic production and imports). ** With reference to gas consumption-to-imports ratio.

GAZPROM IN EASTERN RUSSIA, ENTRY INTO ASIA-PACIFIC MARKETS

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Sakhalin II Project

GAZPROM IN EASTERN RUSSIA, ENTRY INTO ASIA-PACIFIC MARKETS Sakhalin II project includes development of Piltun-Astokhskoye and Lunskoye oil, gas and condensate fields in Sea of Okhotsk under Production Sharing Agreement between Sakhalin Energy and Russian Government 2018 results:

Gas production – 18.2 bln m3
LNG production – 11.4 mln t
Oil production – 5.6 mln t

In April 2019, Sakhalin Energy celebrated its 25th anniversary. Over years of its existence, SEIC has exhibited excellent operating performance:

LNG production – over 100 mln t
Oil production – around 70 mln t