indexwatch saptamanal, nr.209, 24 martie 2014
●
Dan Rusu, CMT - Head of Research
tel +40(264) 43 05 64; int 225
email dan.rusu@btsecurities.ro
focus
O relatie simbiotica: vulnerabilitatea energetica a Europei si dependenta Rusiei de cererea europeana Dependenta tarilor europene de gazul rusesc si ponderea consumului de gaz in mixul energetic gradul de independenta energetica la gaze si ponderea gazului natural in mixul energetic in 2012 (%)
importurile de gaz rusesc ale statelor membre in 2012 (mii tep, %) 0
5,000
Olanda
10,000
15,000
20,000
25,000
0%
30,000 Olanda
7%
UK
15%
Franta Romania
UK
mii tep [rhs]
18%
Franta
% in total consum gaze [lhs]
19%
Italia
40%
Ungaria
53%
Grecia Slovenia
58%
Austria
Italia
11%
Germania
14%
Ungaria
21%
Grecia
0%
Slovenia
0%
Austria
21%
Letonia
0%
60%
Letonia
75%
Polonia
80%
Slovacia
82%
Bulgaria
85%
Estonia
91%
Lituania
97%
Cehia
Polonia
28%
Slovacia
3%
Bulgaria
13%
Estonia
0%
Lituania
0%
Cehia
3%
Finlanda
0%
101%
Finlanda
102%
© BT SECURITIES
0%
53%
80%
57%
10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 110%
40% 33%
1%
Romania
20%
Germania
20% 40% 60% 80% 100% 120% 140% 160% 180% 174%
15% 31% 38% 22% 35% 14% 10% 22% 27% 14% 26%
grad independenta energetica la gaze [sus]
13% 9% 37%
% gaz natural in mix energetic [jos]
15% 9%
© BT SECURITIES
90% 80% 70% 60% 50% 40% 30% 20% 10%
0%
Cererea statelor membre UE concentreaza 58% din exporturile Gazprom ponderea pe tari a exporturilor de gaze naturale rusesti in 2012 (% din volum exportat) 18% 16%
15.7%
15.2%
14%
12.4%
12% 9.1%
10% 8%
7.0% 6.0%
6%
5.4% 3.8% 3.8%
4%
2.5% 2.4%
2% © BT SECURITIES
2.0% 1.7% 1.7% 1.4% 1.4% 1.3% 1.2% 1.2% 1.2% 0.9% 0.8% 0.5% 0.3% 0.2% 0.1% 0.1%
Elvetia
Bosnia si H
Slovenia
Estonia
Letonia
Armenia
Serbia
Romania
Grecia
Bulgaria
Olanda
Moldova
Lituania
Kazakhstan
Finlanda
Slovacia
Ungaria
Austria
Franta
Cehia
UK
Polonia
Italia
Belarus
Turcia
Ucraina
Germania
0%
sursa: Eurostat, Gazprom
1