Oil companies – oil production outpaces oil reserves growth
The current legislation stipulates various MET reliefs for oil deposits with a relatively small reserve size, high viscous oil, hard-to-recover oil, oil deposits in certain locations and also based on other factors. Despite that, in some cases the development might be economically unjustified in the current macro environment.
Nevertheless, we see risks to Russian crude production as low in the short to medium term. We forecast oil production in Russia to remain flattish in 2015.
Dmitry Loukashov, Ekaterina Rodina, Alexander Donskoy, Kirill Komarov, Olga Kaiser
VTB Capital analysts
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