Investor Presentaiton
LDP MARKET OVERVIEW
LDP PRODUCTION IN RUSSIA 2017-2020
(shipments, kt)
2,975
RENOVATION AND REPAIR VOLUMES IN RUSSIA
CHELPIPE
GROUP
2017-2020
(kt)
1,419
2,850
2,685
1,182
1,149
381
760
861
878
324
1,077
1,846
207
391
359
225
229
212
445
187
2,090
2,113
238
146
1,607
169
1,487
392
385
400
297
2017
2018
2019
2020
Shipments to Russia
Export
2017
■Gazprom
2018
■Trans neft
2019
■IOC & Other Energy
2020
■Industrial
LDP segment is expected to recover in 2021 on both
domestic and external markets. A number of projects have
already been confirmed and tender procedures were
launched.
The key near term projects include:
- North-South (Pakistan) - a natural gas pipeline running
across Pakistan (1,100 km)
– TAPI – natural gas pipeline in Turkmenistan through
Afghanistan into Pakistan and then to India (1,600 km)
-East African Crude Oil Pipe Line (EACOP) - crude oil
export pipeline from Uganda to Tanzania (1,445 km)
On top of the major trunk pipeline projects, domestic demand
for LDP is driven by the on-going pipeline modernization
programme of Gazprom and Transneft:
- In 2020, Gazprom completed its tender for 1.3 mn tonnes of
LDP. Shipments will start in 2021
- There is a stable demand from Transneft for around 200-300
kt of LDP
Oil companies and other energy companies have a stable
recurring demand for LDP of c.100-200 kt p.a.
Companies in the industrial sector are expected to resume
projects delayed during the pandemic
Source: Fastmarkets MB, Company data.
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