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Russian  LNG: Geopolitical   Focus Konstantin Simonov London 2 7 th  of September 201 1
Swing s of E xpectation s ,[object Object],[object Object],[object Object]
Russia: Expectations  of Consumers  ,[object Object],[object Object],[object Object],[object Object]
C ase for  Russia  ,[object Object],[object Object],[object Object],[object Object]
C ase against  Russia  ,[object Object],[object Object],[object Object]
Russian Attitude to LNG ,[object Object],[object Object],[object Object],[object Object]
Russian Market Strategy  Source: General Scheme for Gas Industry Development to 2030
Today’s Competitors Source: BP World Energy Outlook  2011
Today’s Competitors  Source: BP World Energy Outlook  2011
Short-Term Forecast
Forecast from Russia  Source: General Scheme for Gas Industry Development to 2030
Who is the Main Threat?  Source: BP World Energy Outlook  2011, General Scheme for Gas Industry Development to 2030
List of Compatitors  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
LNG Capacity and Import  to Europe (bcm)
I n search of  Geopolitical Compromise ,[object Object],[object Object],[object Object]
Yamal vs Australia
R estoration  of Russian Gas Export ? ,[object Object]
Export Plans ,[object Object]
Export Plans  ,[object Object]
[object Object],[object Object]

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