Opinion on Utilities in Ukraine

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Type Product title / description Pub Price
CommentWire
CommentWire

European energy security: Ukraine-Russia gas deal poses long term questions

A compromise deal has been struck that will see Ukraine paying twice as much for Russian gas than it has done until now. The agreement follows Russian action to cut pipeline capacity through Ukraine on January 1, 2006. Yet the game of brinkmanship has understandably caused consternation in the EU, raising long term questions over supply.

Published By Datamonitor
04 Jan 2006
Expert View
Expert View

Differing motivations for European gas players expanding upstream in the east

Three of Europe's leading gas players have all recently announced upstream investment plans in Russia and the Ukraine. While these plans form a core part of each player's strategy and are certainly judicious in the current climate, the motivations behind them differ markedly.

Published By Datamonitor
07 Feb 2006
Expert View
Expert View

Going east represents a sound strategy for Europe's utilities

Two recent developments show how western energy utilities are increasingly turning their attention to the opportunities in central and eastern Europe. While shorter term market dynamics mean that these markets often remain challenging environments to operate in, their longer term development potential mean that gaining early mover advantage in central and eastern Europe is a judicious move.

Published By Datamonitor
15 Mar 2006
Expert View
Expert View

The gloves are off in central European fuel retail

Rapid network expansion and upstream muscle are the unstoppable forces pushing Lukoil to the fore of fuel retailing in central and eastern Europe (CEE). The firm is the key mover in the region, expanding its site presence by a remarkable 180% over the past three years. But selling petrol is not simply a numbers game: Lukoil is also successfully incorporating a strong shop proposition.

Published By Datamonitor
11 Apr 2006
Expert View
Expert View

A storm is brewing in the East despite temporary gas truce

The January 2006 Russia-Ukraine gas deal has been temporarily extended to the autumn; a temporary truce largely driven by Russia's position as chair of the G8. There are two events on the horizon with potentially serious implications for the reliability of gas supplies to Europe: Yulia Tymoshenko's appointment as Ukrainian prime minister, and Turkmenistan's decision to hike gas prices to Russia.

Published By Datamonitor
05 Jul 2006
CommentWire
CommentWire

Power market liberalization: rich Ukrainian pickings await western utilities

Ukraine is seeking to attract much-needed investment into its aging power infrastructure and, despite previous failed attempts, is putting its faith in market liberalization to bring this about. Although many uncertainties remain for such a move, this country of nearly 50 million people offers significant growth potential for Europe's cash-rich leading utilities, and thus could prove enticing.

Published By Datamonitor
10 Apr 2007
CommentWire
CommentWire

Shell: using brand capital in Ukraine

Shell has signed a joint venture agreement with Alliance Group in Ukraine that continues the company's recent strategy of investing in high-growth retail markets through partnerships. This policy allows Shell to capitalize on its brand while minimizing investment; a prudent move should these growth markets experience the same competitive pressures currently affecting Shell in its western markets.

Published By Datamonitor
24 Apr 2007
Expert View
Expert View

Tymoshenko's paper tiger

On October 3, Ukraine and Russia signed a Memorandum of Understanding under which price increases for gas imports will be spread over three years. Although Kiev appears to have secured supply at a manageable cost, lack of detail in the agreement and turmoil in Ukrainian politics suggests the deal will have little impact in the long run.

Published By Datamonitor
13 Oct 2008
Expert View
Expert View

US support for Lithuanian LNG plant indicative of frenetic attempts to reduce Russian gas dependence

Following the military conflict in Georgia and the potential 'loss' of the EU-US backed 'fourth corridor' of energy supplies from the Caucuses/Central Asia, liquefied natural gas is rapidly gaining traction across European states as a strategic supply option. Yet it is the US, as much as the EU, that is driving renewed interest in LNG in Europe.

Published By Datamonitor
14 Oct 2008
Expert View
Expert View

Brinkmanship in Kiev and Moscow can only last so long

In stark contrast to their 2006 gas dispute, Ukraine's political leaders bear as much responsibility for the current standoff as their Russian counterparts. Although Kiev perhaps believes that it is in the country's best interests to continue delaying an agreement, such tactics are already eroding support for its situation in Western capitals.

Published By Datamonitor
08 Jan 2009

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