Rosneft · RUS:ROSN
Rosneft — Doha Forum 2024
12 slides from Rosneft's conference presentation, Dec 7, 2024
Slide 1: History's Perpetuum Mobile: Economic lining of conflicts
HISTORY’s PERPETUUM MOBILE Economic lining of conflicts Igor Sechin, Chief Executive Officer of Rosneft Doha, Qatar Leonardo da Vinci 7-8 1December 2024 Perpetual motion pump, 1480/1482
Slide 2: Disclaimer
DISCLAIMER Information herein has been prepared by the Company. The presented This presentation does not constitute an offer to sell, or any solicitation of conclusions are based on the general information collected as of the date any offer to subscribe for or purchase any securities. It is understo
Slide 3: Energy price volatility rises
Energy price volatility rises OPEC+ crude oil supply and Brent oil price 45 140 mn b/d US$/b 120 Добыча нефти OPEC+ crude oilв 42 production странах, (mn b/d) участвующих в 100 Соглашении 39 ОПЕК+ (млн 80 барр./сут.) 60 36 Brent Brent Цена oil price 40 (US$/b) (долл./барр.) 33 20 30 0 3 Source: IEA,
Slide 4: Energy consumption in developed countries is times higher compared to the developing world
Energy consumption in developed countries is times higher compared to the developing world Primary energy consumption per capita in 2023 (MWh) The developing world The developed world 77 38 39 33 29 22 23 21 18 8 4 Africa Африка India Индия Brazil SouthЮАР Бразилия Africa Türkiye Турция China Китай
Slide 5: New technologies – a powerful driver of energy consumption
New technologies – a powerful driver of energy consumption Electricity demand from data centers and cryptocurrencies versus energy consumption in Germany (TWh) 2026 >2 times 2022 2022 1040 539 460 Германия Germany ЦОДы,cryptocurrencies Data centers, майнинг 5 Source: IEA, EMBER
Slide 6: Oil and gas will remain a cornerstone of global energy mix
Oil and gas will remain a cornerstone of global energy mix Energy demand growth by fuel source from 2023 to 2050 (mn boe/d) 8,3% 1,0% 1,2% 1,2% 1,9% 1,5% -1,3% 0% Average annual growth rate 15 -50000 % 5 -10000 0% -5 -15000 0% -15 -20000 0% ВИЭ (искл. Renewables г/э) (ex. hydro) Нефть Oil Газ Gas Би
Slide 7: Contact information of a sanctioned individual
Contact information of a sanctioned individual 7
Slide 8: US sanctions undermine confidence in USD
US sanctions undermine confidence in USD Number of US sanctions imposed, by world region (k) Rest of the world Latin America and Caribbean Latest rounds of Middle East and sanctions on Russia North Africa Sanctions on Iran peaked in 2018 In the early 2000s, Colombia was the most sanctioned country A
Slide 9: The US is using sanctions to obtain unfair advantages
The US is using sanctions to obtain unfair advantages Change in oil production and consumption from 2016 to 2023 (mn b/d) 8 6 4 2 0 Суммарный Growth in рост worldпотребления нефти oil consumption Падение добычи в Иране Decline in и Венесуэле oil production Суммарный Growth inрост добычи US oil США p
Slide 10: European industrial production keeps falling
European industrial production keeps falling EU’s industrial production and PMI 5 70 pts % Manufacturing PMI 60 3 PMI=50 50 1 40 30 -1 Industrial production (q/q % change) 20 -3 10 -5 0 1 кв. 2 кв. 3 кв. 4 кв. 1 кв. 2 кв. 3 кв. 4 кв. 1 кв. 2 кв. 3 кв. 4 кв. 1 кв. 2 кв. Q1 2021 Q2 2021 Q3 2021 Q4 202
Slide 11: Gold as an alternative to USD and Euro in foreign exchange reserves
Gold as an alternative to USD and Euro in foreign exchange reserves Share of gold in foreign exchange reserves Distribution of foreign holders of US Treasuries 45% 6% 80% G7 (lhs) Developed countries 30% 4% 60% 15% 2% 40% Developing countries BRICS (rhs) 0% 0% 20% 2012 2010 2011 2013 2014 2015 2016
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