Структурные сдвиги в нефтегазовой отрасли: ключевые факторы, индикаторы, последствия

Елена Григорьевна Чернова; Светлана Валерьевна Разманова

doi:10.21638/11701/spbu05.2017.406

Authors

Елена Григорьевна Чернова St. Petersburg State University, 7–9, Universitetskaya nab., St. Petersburg, 199034, Russian Federation https://orcid.org/0000-0001-9852-4475
Светлана Валерьевна Разманова Branch of LLC “Gazprom VNIIGAZ” in Ukhta, 1-A, Sevastopolskaya ul., Ukhta, 169330, Russian Federation https://orcid.org/0000-0002-3865-8508

DOI:

https://doi.org/10.21638/11701/spbu05.2017.406

Abstract

The trend of combining competition and cooperation has ambiguous consequences for the traditional vertically integrated business organization, which has been the most important characteristic of leading corporate structures in the global economy for more than one hundred years. This article aims to define methodological principles at the heart of the integration mechanism for oil and gas companies, designed to ensure optimal combination of competition and cooperation by transforming existing forms of competitiveness. Using data from companies’ financial statements (annual consolidated financial statements from official websites and publicly available), the analysis focuses on structural shift s in the oil and gas industry within the context of a transition to organizational and legal forms of cooperation, which combine elements of competition and cooperation. The paper considers main factors and indicators that determine structural shift s in this industry. It also presents results of the analysis, showing activities of the largest foreign and Russian energy companies. We show that decisions regarding integration in the industry are based on companies’ cooperation in the process of building up oil and gas condensate reserves and resources, and developing and applying technologies to prioritize production, processing, and transportation of unconventional and traditional sources of hydrocarbons in the future.

Keywords:

oil and gas industry, energy companies, co-option, mutual specialization, internalization, co-opetition, decommercialization paradigm, R&D, investment and innovation policy, total cash flows

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Author Biographies

Елена Григорьевна Чернова, St. Petersburg State University, 7–9, Universitetskaya nab., St. Petersburg, 199034, Russian Federation

Doctor of Economics, Professor

Светлана Валерьевна Разманова, Branch of LLC “Gazprom VNIIGAZ” in Ukhta, 1-A, Sevastopolskaya ul., Ukhta, 169330, Russian Federation

PhD of Economics, Associate Professor

References

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