Downstream TNK BP Integration Synergies

Downstream Russia Combined company will become a leader in all Downstream segments JUK ГАЗПРОМ Market share in Russia, % РОСНЕФТЬ ЛУКОЙЛ Upstream Refining Marketing B2B Trading Products Crude БАШНЕФТЬ CH Other TATNEFT 39% 16% 9% 3% 12% 5% 16% 17% 15% 8% 8% 6% 31% 17% 20% 13% 9% 2% 1% 3% 52% 33% 27% 29% 4% 4% ~0% 2% 45% 17% 6% 3% 15% 5% 10% Key highlights Combined share in oil production will be around 40% • Market share in Marketing is well below potential providing room for growth in the segment . B2B will become a major segment due to the well-developed bunkering business in Rosneft and good central region position of TNK (jet and bitumen) Trading business will be the largest in Russia both in exports and domestic sales

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