Prezi

Present Remotely

Send the link below via email or IM

Copy

Present to your audience

Start remote presentation

  • Invited audience members will follow you as you navigate and present
  • People invited to a presentation do not need a Prezi account
  • This link expires 10 minutes after you close the presentation
  • A maximum of 30 users can follow your presentation
  • Learn more about this feature in the manual

Do you really want to delete this prezi?

Neither you, nor the coeditors you shared it with will be able to recover it again.

DeleteCancel

Make your likes visible on Facebook?

Connect your Facebook account to Prezi and let your likes appear on your timeline.
You can change this under Settings & Account at any time.

No, thanks

Gazprom Full Version presentation

No description
by Krasimir Yordanov on 18 September 2013

Comments (0)

Please log in to add your comment.

Report abuse

Transcript of Gazprom Full Version presentation

Gazprom Customer Lock-In Government Back-Up Unique Resource Creating Economic Moat over years The FUTURE? Growth Potential ? Dividends Capital Appreciation 75% 36% 2.4 1.8 3.8 26% 51% 23% 25% 60% 15% 98 bcm 2.2 tcf 63 bcm* 55 bcm 126 bcm
to EU 33+ bcm Market Risks EU gas market liberalization Structural Risks Going East External Risks Political & Country Losing price power Aging pipeline Vertical integration MIT CENTER for Energy and Environmental Policy Research (July 2011), IEA 2009, Gazprom Wikimedia Commons, Samuel Bailey Gazprom, Statoil Independent Online Sources and Images Attribution

Pipelines Front Photo
Independent Online. ©2012. Standard Publications Ltd. Registered Office: Standard House, Birkirkara Hill, St. Julian’s, STJ 1149, Malta.
Original article: EU PACKAGE CONTAINS FUNDS FOR GAS PIPELINE – MINISTRY, Wednesday, 06 March 2013, 11:09
http://www.independent.com.mt/articles/2013-03-06/news/eu-package-contains-funds-for-gas-pipeline-ministry-1068728321/

Gas, Oil, and Electric Production symbols
Gazprom annual report 2011
Retrieved from: http://www.gazprom.com/investors/reports/2011/

Proven Gas Reserves Map
BP Statistical Review of World Energy June 2012
Further reference: Source of data: The estimates in this table have been compiled using a combination of primary official sources and third party data from Cedigaz and the OPEC Secretariat.
Retrieved from http://www.bp.com/statisticalreview
Retrieved from http://www.bp.com/sectionbodycopy.do?categoryId=9037132&contentId=7069049#/Natural-Gas/Distribution-of-natural-gas-reserves/?chartView=mapChart&regionID=none&countryID=none
Retrieved from: http://www.bp.com/extendedsectiongenericarticle.do?categoryId=9041231&contentId=7075259

Gazprom Production and Pipeline
Source: MIT CENTER for Energy and Environmental Policy Research (July 2011),
IEA 2009, Gazprom
Original Article: Russian Exile: How Europe Will End the Kremlin’s Natural Gas Monopoly, May 4th, 2012
By MoneyMorning.com.au
Retrieved from http://countingpips.com/forex-news/2012/05/russian-exile-how-europe-will-end-the-kremlins-natural-gas-monopoly/

Map of the major existing and proposed Russian natural gas transportation pipelines to Europe
Author: Samuel Bailey (sam.bailus@gmail.com)
Retrieved from http://commons.wikimedia.org/wiki/File:Major_russian_gas_pipelines_to_europe.png
Wikimedia Commons: This file is licensed under the Creative Commons Attribution 3.0 Unported license.

Growing market share expected for natural gas
Source: Eurogas
Main Article: NATURAL GAS DEMAND AND SUPPLY - Long Term Outlook to 2030
Further reference: Eurogas has used IEA, Cedigaz and other available sources.
Retrieved from http://www.eurogas.org/
Retrieved from http://www.eurogas.org/uploaded/Eurogas%20long%20term%20outlook%20to%202030%20-%20final.pdf

EU27 import dependency from outside Europe
Source: Eurogas
Main Article: NATURAL GAS DEMAND AND SUPPLY - Long Term Outlook to 2030
Further reference: Eurogas has used IEA, Cedigaz and other available sources.
Retrieved from http://www.eurogas.org/
Retrieved from http://www.eurogas.org/uploaded/Eurogas%20long%20term%20outlook%20to%202030%20-%20final.pdf

2011 EU Natural Gas Import
Source: BP Statistical Review of World Energy 2012
Further reference: Congressional Research Service
Europe’s Energy Security: Options and Challenges to Natural Gas Supply, March 15, 2013
Retrieved from http://www.fas.org/sgp/crs/row/R42405.pdf

Natural gas consumption from Russian natural gas
Source: Gas data from BP Statistical Review of World Energy, 2012, Eurogas, and the European Commission; boundary data from ESRI, 2005. Graphic created by CRS.
Retrieved from http://www.bp.com/statisticalreview

Russian National Flag
Source: http://toptravellists.net
Retrieved from : http://toptravellists.net/russian-flag-wallpaper.html

Peer Group Multiples
MorningStar
© Copyright 2013 Morningstar, Inc. All rights reserved. Date: 01.04.2013
Retrieved from http://financials.morningstar.com/competitors/industry-peer.action?t=OGZPY&region=USA&culture=en-us

Statoil vs. Gazprom 2003-2011
Sources used: Own Estimates, Gazprom and Statoil annual reports 2003 and 2011
Retrieved from http://www.gazprom.com/investors/reports/2012/
Retrieved from http://www.statoil.com/en/InvestorCentre/AnnualReport/Pages/default.aspx

NoteBook Tex Photo
Source: http://annakybele-stock.deviantart.com, By: Annakybele-stock
Retrieved from: http://fc09.deviantart.net/fs30/f/2008/153/f/7/NoteBook_Tex_by_annakybele_stock.jpg

Vladimir Putin Photo
Source: TopNews
Retrieved from: http://topnews.in/files/Vladimir-Putin_4.jpg

Software used:
Presentation software: www.Prezi.com
Bubble Map visualization: https://drive.google.com/
Data analysis: Microsoft Excel
Screen recording software: CamStudio Recorder v2.7 http://camstudio.org/
Videos used: www.Youtube.com

Main Data Source:
Gazprom
http://www.gazprom.com/investors/reports/2012/ Analyzed by
Krasimir Yordanov

Contacts:
krasimir.yuriev@gmail.com
0031616877362

Website coming soon... 33% 67% Gazprom Portfolio Construction 1. Understand the business 2. Competitive advantage 3. Valuation Competitive Advantages 4 times the Equator Growing 1% per year Aging.. 2011 2003 Russian Market Prices are regulated Rural gasification 50% of volumes 25% of sales >3 times lower Gas Business Summary Gazprom Oil Business Strategy Production Refining Sales Production fading away Spot sales, LNG Strategy Risks Proven Gas Reserves Asia Pacific 18% Middle East 15% Europe 18% Russia 13% BP Statistical Review of World Energy 2012 Production Pipelines Markets Likely Strong Impact Not Likely Weak Impact Gazprom Power Generation Electricity Heat 1 2 7% 27% 5 3 1670 toptravellist Sales since 2007 x2 USD 44/5bil
See the full transcript