Emerging Maritime Nations II: RUSSIA

Transcription

1 Emerging Maritime Nations II: RUSSIA October 2008 Dynamar B.V. Noorderkade 1G 1823 CJ Alkmaar Neitherlands Tel: Fax: Website:

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3 Emerging Maritime Nations II: RUSSIA Dynamar B.V. Noorderkade 2c 1823 CJ ALKMAAR Phone: Fax: Lead Analyst: Hasan Ozturk Analyst: Darron Wadey, MILT Managing Editor: Dirk Visser October 2008 All rights reserved. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means electronic, mechanical, photocopying, recording or otherwise without explicit permission of the publisher While the information contained in this report is presented in good faith, it frequently involves estimates where no current published data is available. This information, believed to be accurate, can therefore not be guaranteed. The publishers cannot accept liability of any errors or omission.

4 Table of Contents THE DYNAMAR EMERGING MARITIME NATIONS PUBLICATIONS SERIES... 8 A. RUSSIA COUNTRY PROFILE... 9 A.1 Executive Summary... 9 A.2 Geography...10 Main ports covered in this publication...10 A.3 Recent History...12 A.4 Economy...13 Natural Resources...14 A.5 Trade...15 WTO Membership...15 B. CONTAINER TRANSPORTATION...17 Russian Baltic...17 Non Russian-Baltic: Finland...17 Non-Russian Baltic: (Eastern) Baltic States...18 North European Hubs...18 B.1 Baltic Russia...19 Container carriers serving St Petersburg...19 Terminals in St Petersburg...20 First Container Terminal...21 PetrolesPort...22 Moby Dick...23 OMG Onega RoRo Terminal...25 JSC Sea Port of St Petersburg (SPS)...25 Russmarine...26 Terminal Developments...26 Baltic Container Terminal in Ust-Luga...26 Lomonosov...27 Vyborg...27 Kaliningrad...28 Container carriers serving Kaliningrad...29 Terminals in Kaliningrad...29 B.2 Black Sea Russia...31 Novorossiysk...32 NUTEP...32 Novorossiysk Commercial Sea Port (NCSP)...34 Novoroslesexport (NLE)...34 Non-Russian Black Sea Ports...36 Constanta...36 Odessa...38 Ilyichevsk...39 B.3 Far East Russia...40 Vostochny...40 Container carriers serving Vostochny...41 Developments...42 Vladivostok...42 Full Container Shipping Services to Vladivostok...43 Vladivostok Container Terminal (VCT)...43 Vladivostok Sea Fishing Port (VSFP)...44 Nakhodka...44 Developments...45 Other Far East Russia Ports...46 Korsakov and Kholmsk...46 Vanino...46 Petropavlovsk (Khamchatskiy)...47 Magadan...47 Anadyr...47 B.4 Container Shipping Services connecting Russia...48 Introduction...48

5 North Europe - Baltic services (those calling at Russian ports only)...49 St Petersburg services...49 Kaliningrad Services...52 Intra-Baltic...53 Mediterranean - Black Sea services (those calling at Russian ports only)...53 Intra-Black Sea services (those calling at Russian ports only)...54 Far East - Black Sea services (those calling at Russian ports only)...54 Intra-Far East services (those calling at Russian ports only)...55 Far East Russia domestic services...56 Other than full container services connecting Russia...57 Arctic Ocean...57 Baltic...57 Black Sea...58 Far East...58 Deepsea...59 C. FULL CONTAINER SERVICES - CAPACITY ANALYSES...61 Baltic-related container services...61 Capacity split for St Petersburg and Kaliningrad...61 Black Sea- related container services...61 Far East-related container services...62 Top 10 carriers all three trade routes...62 FESCo capacity split for international trades and domestic routes...62 Total capacity of container operations serving Russia split by area...63 Notes to capacity rankings...63 D. INLAND BOX TRAFFIC IN RUSSIA...64 D.1 Customs...64 D.2 Trucking...65 D.3 Rail...65 JSC Russian Railways...65 Coordinating Council on Transsiberian Transportation (CCTT)...66 TSR notes...67 TSR statistics of transit containers...68 TSR overall statistics...68 New TSR initiatives...69 TSR projects...69 D.4 Operators on the TSR...70 DVTG/Far Eastern Transport Group...70 Eurosib Group...71 Ruscon...71 Russian Troika...71 TransContainer...72 Trans Siberian Express Service (TSES)...74 CRUDE OIL AND NATURAL GAS...76 D.5 Recent History Control of the means of production...76 The Yeltsin Revolution...76 The Putin Counter-revolution...76 Yukos and Gazprom...76 Foreign affairs...77 E. CRUDE OIL...79 E.1 Production...79 E.2 Russian Exports...82 Domestic Demand and Export Markets...82 Transportation of Crude Oil exports...83 F. NATURAL GAS...84 F.1 Power Geopolitics...84 F.2 Natural Gas Production...84 F.3 Natural Gas Export Markets...86 F.4 Petroleum Products...88 F.5 Western Siberia...89

6 Natural Gas...90 Logistics...91 Crude Oil...94 Logistics...95 F.6 Barents Sea (Pechora Sea)...97 Natural Gas...97 Crude Oil...97 Logistics...98 F.7 Timan-Pechora...98 Natural Gas...99 Crude Oil...99 Logistics F.8 Volga-Ural Logistics F.9 Pre-Caspian and Northern Caucasus Reserves in the Caspian Sea Region F.10 Eastern Siberia Sakhalin Sakhalin I Sakhalin II Sakhalin III-VI G. PORTS HANDLING OIL EXPORTS G.1 Baltic Sea Primorsk Vysotsk Kaliningrad St Petersburg Non-Russian Baltic ports Tallinn Miiduranna Sillamae Finnish and Other Baltic ports G.2 Black Sea Novorossiysk Sheskharis Oil Terminal (SOT) Importpischeprom Terminal (also known as the IPP Terminal) CPC-Offshore Terminal Tuapse Kavkaz Other ports handling Russian oil cargo Odessa Yuzhny Batumi (Georgia) G.3 Northwest Russia Murmansk Offshore Terminals Onshore Terminal of Murmansk Port Vitino H. DRY BULK AND GENERAL CARGOES INTRODUCTION H.1 Baltic Sea St Petersburg Kaliningrad Ust-Luga H.2 Northwest Russia Murmansk Archangelsk H.3 Black Sea Novorossiysk Tuapse Eisk, Taganrog and Port of Azov H.4 Far East...126

7 Vostochny Nakhodka Vanino Port of Posiet and Maly Port Vladivostok H.5 GRAIN Black Sea Novorossiysk Rostov-on-Don Port of Azov Taganrog Eisk Kavkaz Tuapse H.6 COAL Arctic Murmansk Baltic Sea Ust-Luga St Petersburg Far East Developments Black Sea H.7 STEEL Baltic Sea Far East Black Sea I. COMPANY PROFILES: LEADING RUSSIAN SHIPPING COMPANIES: I.1 FESCO Transport Group I.2 MSCO Northern Shipping Company I.3 Prisco I.4 Sovcomflot J. OTHER DATA J.1 Russia - short economy profile J.2 Sources...159

8 The Dynamar Emerging Maritime Nations Publications series Since 2004 Dynamar has been publishing reports on specific end-to-end container liner trades such as the Far East-Europe. In essence these off-the-shelf consultancy studies aimed to portray a trade from the viewpoint of a carrier that: - may consider entering the trade lane under review - or already serves the route and needs to keep track of the latest developments This explains the basis of these studies that in particular aim at providing: - An assessment of the size of the trade (volume in terms of full containers) - An in-depth competition inventory (services, ships, capacity analyses) In early 2007 Dynamar launched the first of its Emerging Maritime Nations series. Here, instead of considering a particular trade lane, Dynamar has taken concept adopted in the end-to-end trades and concentrated it upon, in the first edition, the Vietnam container liner trades. The aim with this was to highlight the various factors that affect a hitherto relatively little known trade, but one with the potential for substantial growth. With Emerging Maritime Nations II: Russia, we have gone a stage further. Instead of limiting the study to the container trade, Dynamar has made use of its in-house knowledge of other markets built up over years of credit report writing and company profiling, in this instance wet bulk/energy (oil and gas) and dry bulk (coal, grain, steel) AS WELL AS its traditional analysis of the container trades. Russia present various challenges. It is, in effect three (occasionally four) separate shipping markets. These are centred around the disparate sea access, or coastlines, that this vast nation possesses. Moving clockwise from the northeast is the Russian Far East (RFE) including the various Navigations between there and the outlying (sub-) Arctic settlements; in the south (west) of the country is the access given by Russia s Black Sea ports; moving further north and west is the Baltic Sea and then moving even further north, to give the fourth trade is the Russian northwest, essentially the Barents Sea and adjoining. In theory there could be a fifth, the domestic North Sea Route that connects the Russian Northwest with the Russian Northeast (RFE) along the (icebound) northern route. The challenge then is to keep this publication manageable. After all, multiplying the number of shipping sectors covered (three: container, wet bulk; dry bulk) by the number of geographical trades (at least three: RFE, Black Sea, Baltic) in similar if not equal depth, and then adding the necessary introductions, and on this occasion, profiles of major Russian shipping companies, could have led to a vast and sprawling undertaking. We hope you agree that we have managed to maintain pace and readability of the publication without comprising upon the quality and detail of information provided. Much like Vietnam the intention here is to provide an introduction to a fascinating country and its shipping trade(s). Be that as it may, Dynamar is generally able to customise each report to the specific terms of reference of the interested party. We trust that you find the following pages of use and interest and as always, welcome any comments or feedback you may have. Dirk Visser (Managing Editor) Dynamar B.V. September 2008