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Stiftung Wissenschaft und Politik German Institute for International and Security Affairs SWP Workshop Energy Policy Research in the Caspian Region State of the art and perspectives Khazar University, Baku October 11-12, 2005 Energy and Geo Policy in the Caspian Region Friedemann Müller [email protected]
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Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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Page 1: Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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WorkshopEnergy Policy Research in the Caspian Region

State of the art and perspectivesKhazar University, Baku

October 11-12, 2005

Energy and Geo Policy in the Caspian RegionFriedemann Müller

[email protected]

Page 2: Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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Friedemann Müller: Energy and Geo Policy in the Caspian Region, October 11-12, 2005

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Concentration of oil reserves (2004) in billion barrel

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Middle EastLat inamericaAfr icaRussiaCaspian RegionUSA/CanadaAsia/Paci ficEurope

Source: BP Statistical Review of World Energy, June 2005.

Page 3: Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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Friedemann Müller: Energy and Geo Policy in the Caspian Region, October 11-12, 2005

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Concentration of oil reserves (2004) in billion barrel

R/P*Reserves Share of world

reserves yearsMiddle East 734 62% 82Latin America 116 10% 30Africa 112 9% 33Russia 72 6% 21Caspian Region 47 4% 71Asia/Pacific 41 3% 14USA/Canada 46 4% 13Europe 19 2% 8World 1189 100% 41

* R/P = Reserves per yearly production (2004)Source: BP Statistical Review of World Energy, June 2005

Page 4: Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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Friedemann Müller: Energy and Geo Policy in the Caspian Region, October 11-12, 2005

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Caspian Oil Reserves in a Global Contextbillion barrels

proven reserves share in world reserves

Azerbaijan 7.0 0.6%Kazakhstan 39.6 3.3%Turkmenistan 0.5 -Caspian Region 47.1 4.0%Middle East 733.9 61.7%Venezuela 77.2 6.5%Russia 72.3 6.1%Libya 39.1 3.3%Nigeria 35.3 3.0%USA 29.4 2.5%China 17.1 1.4%World 1188.6 100%

Source: BP Statistical Review of World Energy, June 2005, p. 4.

Page 5: Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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Friedemann Müller: Energy and Geo Policy in the Caspian Region, October 11-12, 2005

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World oil productionmillion barrel per day

2000 2030

Production Share in World

Production

Production Share in World

Production OECD 21.2 28% 12.8 11%

Russia 6.5 9% 9.5 8%

Caspian Region

1.6 2% 5.4 4.5%

Africa 2.8 4% 4.4 4%

Persian Gulf 23.1 31% 52.3 44%

OPEC 28.7 38% 64.9 54%

Total 75.0 100% 120.0 100%

Source: IEA

Page 6: Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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Friedemann Müller: Energy and Geo Policy in the Caspian Region, October 11-12, 2005

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Oil Production in demand regionsin million barrels per day

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2002 2030

North AmericaOECD EuropeOECD PacificChinaIndiaOther Asia

Source: IEA, World Energy Outlook, 2004, p. 106.

Page 7: Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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Friedemann Müller: Energy and Geo Policy in the Caspian Region, October 11-12, 2005

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Oil Production in supply regionsin million barrels per day

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2002 2030

RussiaCaspian RegionAfr icaLat in AmericaOPEC Middle East

Source: IEA, World Energy Outlook, 2004, p. 106.

Page 8: Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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Friedemann Müller: Energy and Geo Policy in the Caspian Region, October 11-12, 2005

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InterInter--areaarea oiloil tradetrade 20032003million barrel per day

ImportExport

USA Europe Japan Asia/ Pacific

(incl. China)

Others Total

America North and South

6.17 0.59 0.09 0.32 0.90 8.07

Post-Soviet Area 0.25 4.94 0.05 0.47 0.29 6.00

Persian Gulf 2.54 3.11 4.20 7.79 1.30 18.94

North Africa 0.41 1.83 0.00 0.14 0.34 2.72

West Africa 1.42 0.73 0.10 1.04 0.32 3.61

Others 1.46 0.79 0.87 1.77 1.57 6.46

Total 12.25 11.99 5.31 11.53 4.72 45.80

Source: BP Statisitical Review of World Energy, June 2004.

Page 9: Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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Friedemann Müller: Energy and Geo Policy in the Caspian Region, October 11-12, 2005

9Source: http://www.lib.utexas.edu/maps/commonwealth/caucasus_cntrl_asia_pol_2003.jpg, 02.02.2005

Page 10: Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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Page 11: Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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Friedemann Müller: Energy and Geo Policy in the Caspian Region, October 11-12, 2005

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NaturalNatural Gas Gas reservesreserves –– thethe majormajor regionsregionstrillion cubic meters

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80

Middle EastRussiaAfricaCaspian RegionLat in AmericaEuropeUSA / CanadaOthers

Source: BP Statistical Review of World Energy, June 2004

Page 12: Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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Friedemann Müller: Energy and Geo Policy in the Caspian Region, October 11-12, 2005

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NaturalNatural Gas Gas reservesreserves –– thethe majormajor regionsregionstrillion m³

Reserves R/P* year

Middle East 71.7 >200

of which IranQatar

26.7 25.8

Russia 47.0 81

Africa 13.8 98

Caspian Region 8.0 63

Latin America 7.6 49

Europe 7.3 25

USA / Canada 6.9 9.5

Others 13.5 -

World 175.8 67

* Reserves per yearly production (2003)Source: BP Statistical Review of World Energy, June 2004

Page 13: Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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Friedemann Müller: Energy and Geo Policy in the Caspian Region, October 11-12, 2005

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InterInter--areaarea naturalnatural gas gas tradetrade2003 2003 billionbillion cubiccubic metersmeters

Import Export

USA Europe Japan S. Korea Taiwan Others Total

Canada 99 - - - - - 99

Russia - 132 - - - - 132

Algeria 2 57 - - - 2 61

Middle East 1 6 18 14 - - 39

Nigeria 1 11 - - - - 12

Asia/Pacific - - 60 12 7 12 91

Others 10 1 2 - - 34 47

Total 113 207 80 26 7 48 481

Source: BP Statisitical Review of World Energy, June 2004.

Page 14: Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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Friedemann Müller: Energy and Geo Policy in the Caspian Region, October 11-12, 2005

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Gas Supply Balance in the European Union

Source: IEA, World Energy Outlook, 2004, p. 155.

Page 15: Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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Friedemann Müller: Energy and Geo Policy in the Caspian Region, October 11-12, 2005

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NaturalNatural Gas Gas fromfrom RussiaRussia to EUto EU--3030billion cubic meters

Source: Roland Götz, SWP, S 12/2002

Page 16: Workshop Energy Policy Research in the Caspian Region ...userpage.fu-berlin.de/ffu/veranstaltungen/caspian_region_workshop0… · Khazar University, Baku October 11-12, 2005 Energy

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Friedemann Müller: Energy and Geo Policy in the Caspian Region, October 11-12, 2005

16Source: Claudia Neumann, SWP, 2003