Sections |
| Title | Starting Page | Number of Pages |
|---|
| Chapter 1 Business Insights View | 5 | 1 |
| CATALYST | 5 | 1 |
| SUMMARY | 5 | 2 |
| Report Key | 6 | 1 |
| Chapter 2 Analysis | 7 | 1 |
| BRIC market energy demand will continue to grow strongly | 7 | 1 |
| The BRIC markets exert a significant impact on the global energy sector | 7 | 2 |
| Recent GDP growth has been the main driver of energy demand growth | 9 | 1 |
| Energy demand growth in three of the BRIC markets over the past decade has far outpaced that seen elsewhere | 10 | 1 |
| Recent BRIC market gas demand growth has been particularly strong | 11 | 1 |
| Despite recent growth, per capita energy consumption in the BRIC markets remains significantly below that seen in the US and | 12 | 1 |
| Energy intensity levels in the BRIC market reflect in efficient utilization of resources | 13 | 1 |
| All of the BRIC markets have considerably higher levels of energy intensity than the global average and the US and UK | 14 | 1 |
| Ongoing GDP growth will eventually result in per capita energy consumption levels moving more towards those seen in the UK an | 15 | 1 |
| Ongoing GDP growth will eventually result in per capita energy consumption levels moving more towards those seen in th | 16 | 1 |
| Russia leads the BRIC markets in terms of natural resource endowments | 16 | 1 |
| Russia has maintained its role as a significant net oil exporter | 17 | 2 |
| Russia, and to a much smaller degree China, are net gas exporters | 18 | 2 |
| Patterns of end use consumption vary significantly amongst the BRIC markets | 20 | 1 |
| Energy sector development in the BRIC markets has resulted in significant infrastructure development | 20 | 1 |
| Brazil | 21 | 1 |
| Foreign Upstream Investment | 21 | 1 |
| Russia | 22 | 1 |
| NEGP | 22 | 1 |
| Blue Stream | 23 | 1 |
| India | 24 | 1 |
| Upstream expansion | 24 | 1 |
| Refinery Construction | 24 | 1 |
| Pipeline Expansions | 25 | 1 |
| LNG Imports | 27 | 1 |
| Independent Power Producers | 27 | 1 |
| China | 28 | 1 |
| Hydroelectric Development | 28 | 1 |
| Nuclear Capacity | 28 | 1 |
| Competing with the established positions of incumbents represents a formidable challenge to potential new entrants | 29 | 1 |
| Established players in each of the BRIC markets maintain a strong position throughout most of the value chain | 29 | 1 |
| Brazil | 29 | 2 |
| Russia | 30 | 2 |
| India | 31 | 1 |
| China | 32 | 2 |
| investo | 34 | 1 |
| ener | 34 | 1 |
| Brazil | 34 | 1 |
| Increased gas utilization through grid expansion | 34 | 1 |
| Compressed Natural Gas retailing | 34 | 1 |
| Upstream Expansion | 35 | 1 |
| Thermal Power Generation | 35 | 2 |
| Coal Industry Development | 36 | 1 |
| Russia | 37 | 1 |
| Gas Pipeline to China | 37 | 1 |
| Debottlenecking oil exports | 37 | 1 |
| Refining investment | 38 | 1 |
| India | 38 | 1 |
| Upstream Opportuniuties | 38 | 2 |
| Advanced Recovery Techniques | 39 | 1 |
| New Importation Infrastructure | 39 | 2 |
| China | 40 | 1 |
| Bridging the Supply Gap | 40 | 2 |
| Energy Transmission Infrastructure | 42 | 1 |
| Renewables | 42 | 1 |
| Chapter 3 APPENDIX | 43 | 1 |
Tables |
| Title | Starting Page | Number of Pages |
|---|
| Definitions | 43 | 1 |
Graphs |
| Title | Starting Page | Number of Pages |
|---|
| Figure 2.1: The Bric Markets Account For Significant Proportions Of Global Energy Demand, Despite Making Up Just 9% O | 8 | 1 |
| Figure 2.2: GDP In All Of The Bric Markets Other Than Brazil Has Significantly Outpaced Global Growth And That Seen I | 9 | 1 |
| Figure 2.3: Russia Is The Only Bric Market Not To Have Seen 10 Year Primary Energy Demand Growth Significantly Above | 10 | 1 |
| Figure 2.4: Three Of The Bric Markets Have Seen 5 Year Annualized Gas Demand Growth Significantly Above The Global Av | 11 | 1 |
| Figure 2.5: Russia Is The Only Bric Market To Have Per Capita Primary Energy Consumption Above The World Average | 12 | 1 |
| Figure 2.6: All Of The Bric Markets Have Above Average Energy Intensity Indicating Inefficient Energy Utilization | 13 | 1 |
| Figure 2.7: A Considerable Gap Exists Between The Bric Markets And The USA And UK In Terms Of Both GDP Per Capita And | 14 | 1 |
| Figure 2.8: As GDP Grows, There Is Considerably More Scope For Brazil, India And China To Rapidly Boost Their Per Cap | 15 | 1 |
| Figure 2.9: Collectively The Bric Markets Make Up 41% Of Global Coal Reserves, 9% Of Oil Reserves And 29% Of Gas Rese | 16 | 1 |
| Figure 2.10: Only In Russia, And To A Lesser Extent Brazil, Has Oil Production Kept Pace With Demand Meaning That Chi | 17 | 1 |
| Figure 2.11: In Common With The Oil Market, Russia's Significant Reserves Base Allows It To Be A Major Net Gas Export | 18 | 1 |
| Figure 2.12: Coal And Oil Are The Key Elements Of The Bric Primary Energy Mix | 20 | 1 |
| Figure 2.13: The Negp Pipeline Will Provide Another Route For Russian Gas To Reach Europe | 23 | 1 |
| Figure 2.14: Gail Are Currently Doubling The Capacity Of The HBJ Pipeline | 26 | 1 |
