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Recent Russia research
|Russia-Saudi oil axis: Last hurrah in H2/17, Christopher Granville, James Henderson, 27 Apr 2017|
|Russia: Navalny trashes Medvedev - What it means, Christopher Granville, 29 Mar 2017|
|Russia: Geopolitical driver – negative turn, Christopher Granville, 15 Mar 2017|
|Russia: Jumbo tax reform, Christopher Granville, Madina Khrustaleva, 3 Mar 2017|
|Russia: More good news on the macro-policy front, Christopher Granville, Madina Khrustaleva, 8 Feb 2017|
See all our Russia research >>
A new reason to buy Russian oil stocks
The unbundling and on-track price liberalization seen in Russia’s electricity sector highlight the value that could be created by similar reforms in the gas sector. Until now, progress has been blocked by Gazprom’s unwillingness to share that value with other producers, which, in turn, prevents the benefits from being felt by the Russian economy as a whole. But Prime Minister Vladimir Putin has once again revived the gas sector demonopolization agenda. He reaffirmed his commitment...