prospective for japan-russia cooperation · november 2012 european affairs bureau , mofa 1...

Prospective for Japan-Russia Cooperation

～ Energy Cooperation ～

November 2012European Affairs Bureau , MOFA

1 Asia-Pacific Region and Russia

The Fifth Japan–Russia Energy and Environment Dialogue in Niigata K-HIKIHARA

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year

2000 02 04 06 08 10 11

0

4

8

12

%

China

East Asia

India

World

GDP Growth：World and East Asia

Source: World Bank

1※ Date of East Asia are of Developing Countries only

Annual Average

Year

GDP ：East Asia / WorldSource: IMF

0%

5%

10%

15%

20%

25%

30%

2001 2003 2005 2007 2009 2011 2013 2015 2017

Other Countries

East Asia& Pacific

7.2%

14.8%

19.8%

(World Bank category)

2012～2017 Data (IMF Estimated)2


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3

Source: ROTOBO

(2011)

0.71 0.77

1.09 1.17

1.32 1.39

0.32

0.46 0.54

0.90 0.97

1.67

0.55

1.83 1.82 1.77

1.71

0.98

0.0

0.5

1.0

1.5

2.0

2006年 2007年 2008年 2009年 2010年 2011年

FDI (Stock) to Far East Russia from Japan, China and Korea

Source: State Committee of the Russian Federation on Statistics

Ｊapan

China

Korea

2006 2008 2010 2011

100 million USD

４


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23 26 32

72 81

89

0

50

100

150

200

2006年 2007年 2008年 2009年 2010年 2011年

Foreign Investment (Stock) to Far East Russia from Japan, China and Korea

FDI1.392%

Securities Investment0.08 0%

Foreign Investment to Far East Russia from Japan(Stock in 2011)

Others87.7198%

2006 2008 2010 2011

China

Ｊapan

Korea

Source: State Committee of the Russian Federation on Statistics

100 million USD

５

2 Economic Relationbetween Japan and Russia


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Japan‐ Russia Trade Source: MOF

100 million USD

46 39 33 42 57 62 67

105 133

88

160 189

6 7 9

18

32 45

71

107

164

33

80

118

52 46 42 60

88 107

137

213

298

121

240

307

0

50

100

150

200

250

300

350

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

Japan's Export

Japan's Import

Turn over

Japan’s Export

Japan’s Import

Total

6

Major Items in Japan‐ Russia Trade (2011)

7

Transport machinery 62.6%

General machinery 15.4%

Electrical machine5.1%

Rubber products 3.8%

Iron and Steal3.6%

Chemical product 1.3%

Foods0.3%

Mineral fuels 74.9%

Non‐Ferrous metal 10.6%

Timber 2.9%

Iron and Steal 1.8%

◆Japan’s Export ◆Japan’s Import

Source: MOF

Others7.9%

Others2.3%

Fisheryproduct7.5%


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Japan’s FDI to Russia

100 million USDSource: JETRO

8

0.15 0.1 0.27

‐0.050.49

0.951.6

0.99

3.063.91

3.5 3.39

0.28 0.18 0.50.14

0.871.57

2.58

3.73

6.68

9.54

12.2

17.25

‐5

0

5

10

15

20

2000 2002 2004 2006 2008 2010

Flow

Stock

T.RAD Co.Ltd.◆Automobile parts factory

SOJITZ CORPORATION.・MITSUBISHI HEAVY INDUSTRIES, Ltd.◆Received order for large‐scale urea fertilizer plant construction

KOMATSU Ltd.◆Construction Machinery

factory

ASAHI GLASS Co.,Ltd.◆Glass making factory

YOKOHAMA RUBBER Co, Ltd◆Tire factory

MITSUBISHI MOTORS CORPORATION.

◆Automobile manufacturing plant

UNIQLO Co., Ltd.◆2stores(in Moscow)

Mitsubishi Fuso Truck and Bus Corporation.

◆Trucks production and sales

TOSHIBA CORPORATION.◆Design, manufacture, sales and marketing of power transformers

MITSUBISHI CORPORATION ・MITSUBISHI HEAVY INDUSTRIES, Ltd.◆Received order for gas turbine

TAKEDA PHARMACEUTICAL Co, Ltd. ◆Pharmaceutical

manufacturing facility

ISUZU MOTORS Ltd.◆Trucks production s

DAIDO METAL Co.Ltd.

◆Automobileparts factory

JT INTERNATIONAL◆Tobacco production

UNICHARM CORPORATION.◆Disposable diaper

Recent Business by Japanese Companies in Russia (1)

9

MITSUBISHI CORPORATION.・JX Nippon Oil& Energy Corporation◆Emissions trading by associated gas treatment

(Nenetskii)

11.2012

NISSAN MOTOR CO.,Ltd.◆Automobile manufacturing plant

TOYOTA MOTOR CORPORATION.◆Automobile manufacturing plant

ASAHI BREWERIES, Ltd.◆ Beer production / Sale

KIRIN BREWERY Co, Ltd.◆License production / Sale

Hitachi Construction Machinery Co., Ltd.

◆Production

Moscow

St‐Peterburg

Kaluga

Tvyer

KaliningradLipetsk

Tula

Krasnodar

Tatarstan

Nizhny Novgorod


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MAZDA MOTOR CORPORATION. ◆Automobile manufacturing plant

MITSUI & CO., Ltd.◆Toyota automobile assembly plants

NOMURA RESEARCH INSTITUTE, Ltd.◆Development concept of

special economic zone

SUMITOMO CORPORATION.◆Capital participation to wood‐processing firm

NTT COMMUNICATONS –CORPORATION. ・KDDI CORPORATION .◆Submarine optical cable

MARUBENI CORPORATION.◆Received order for pulp factory

(Krasnoyarsk)

◆ related to APEC ◆

ITOCHU CORPORATION .・IHI Corporation

◆Material supply to bridge construction

～

MARUBENI METALS CORPORATION. ・J－power SYSTEMS CORPORATION.

◆Marine cable projectSOJITZ CORPORATION .・

KAWASAKI HEAVY INDUSTRIES, Ltd.◆Additional Gas Turbine Generatorin the APEC Summit Site

KOMATSU, Ltd. ◆Agreement with Far Eastern Federal University to promote human resource development

11.2012

SOJITZ CORPORATION . ◆Wood‐processing firm

HOKKAIDO BANK , Ltd.◆Improving farming techniques

Recent Business by Japanese Companies in Russia (2)

10

Khabarovsk

Irkutsk

Vladivostok

Sovetskaya Gavan

◆ Intergovernmental Committee(Co‐chaired by Mr.Gemba, Minister for Foreign Affairs

and Mr.Shuvalov, First Deputy Prime Minister)

◆Sub‐Committee on Region‐to‐Region Cooperation

(vice‐ministerial‐level）

◆◆Trade and Investment Sub‐Committee(vice‐ministerial‐level)

Japan‐Russia Intergovernmental Committee on Trade and Economic Issues

To Analyze and evaluate the current state of bilateral trade and economic relations.

To Remove barriers against the growth of bilateral trade and economic relations and improving the trade and investment climate.

To Develop bilateral trade and economic relations.

Major Roles:

11


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The 10th meeting in Tokyo on Nov. 20, 2012 ;Japan‐Russia Intergovernmental Committee

on Trade and Economic Issues

● Constructive dialogue on cooperation in the Russian Far East & Siberia Region in energy and other sectors

● Productive discussions on concrete projects in such areas as Energy & Energy Efficiency, Modernization & Innovation of Russian Economy, Medical care andAgriculture

● Establishment of “Japan‐Russia working group on urban environment issues”● Establishment of a Japan –Russia working group on improvement

of trade and investment climate in Russia

◆ Japan : Mr. Gemba, Minister for Foreign Affairs and High level officials fromministries concerned

◆ Russia：Mr.Shuvalov, First Deputy Prime Minister, Mrs. Skvortsova, Minister for Public Health, Governors of Republics in the Russian Far East Regionand High level officials from ministries concerned

12

3 Economic and Energy Situation

in Russia


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Mining Industry 4,950bn rub, 9%

others 49,640bn rub, 91%

GDPに占める鉱業

Oil and gas

3,930 bnrub, 80%

Others1,010 bnrub, 20%

鉱業に占める石油・天然ガス

Oil182bn

USD, 35%

Gas64bn USD, 12%

Others180bn USD, 35%

輸出に占める石油・天然ガス

Oil and gas

5.640bn rub, 50%

others5720bn rub, 50%

連邦予算歳入に占める石油・ガス収入

Oil and Natural Gas in Russian Economy

Sorce: Central Bank of Russia, State Committee of the Russian Federation on Statistics,Federal Treasury

13

◆Mining Industry in GDP ◆ Oil and Natural gas in Export

◆ Tax Revenue on Oil and Gasin the Revenue

◆ Oil and Natural gas in Mining Industry

Petroleum Product 96bn USD, 18%

0.09 0.18 0.28 0.31 0.39 0.40 0.27 0.20 0.26 0.31 0.35 0.43 0.59 0.76 0.99 1.30 1.66 1.22 1.49 1.85

20.58 18.43 17.20 18.43

22.12 20.61

14.42 19.34

30.38 25.98 26.18

31.08

41.51

56.64

66.05

72.34

99.67

61.95

79.48

94.88

0

30

60

90

120

0.0

0.5

1.0

1.5

2.0

名目GDP WTI原油価格（年平均値）

1992 1994 1996 1998 2000 2002 2004 2006 2008 2010 2011200

2,000

1,000

0

USD/bl

14

Russia's GDP and Oil price

Sources: IMF, EIA,Bank of Russia, State Committee of the Russian Federation on Statistics, :GDP :WTI Price (annual average)

Billion USD


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Oil and gas production potential in Russia

1,000

800

600

0 0

600

500

Billion ㎥ million ton ◆Ｏｉｌ◆Natural gas

2005 2008 2013‐15 2020‐22 2030 2005 2008 2013‐15 2020‐22 2030

East Siberia / Sakhalin / Far East

Yamal etc.

West Siberia

East Siberia / Sakhalin / Far East

Volga Region / Urals etc.

West Siberia

Source：ENERGY STRATEGY OF RUSSIA for the period up to 2030，JOGMEC 15

2012年上半期

％

Russian N‐gas / Total imported N‐gas

16

Natural Gas Imported from Russia to Europe

2000 2002 2004 2006 2008 2010 2012200 (first half‐year )

Sources: JOGMEC etc.Amount of Natural Gas Production

and Import Volume in Europe

import

production


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4 Energy Cooperation between Japan and Russia

Daqin

Skovorodino

Vladivostok

:Existing Oil Pipelines:Oil Pipelines Under Construction:Existing Gas pipelines:Gas Pipelines Under construction

Sakhalin Project 1,2

Prigorodnoye

Eastern Siberia – Pacific Ocean Oil Pipeline

Khabarovsk

Kozmino

LNG Projectat Vladivostok

Energy Cooperation between Japan ‐ Russia

17

SKV Gas Pipeline(Sakhalin‐Khabarovsk‐Vladivostok )

Chayanda Gas Field

Kovikta Gas Field

Sakhalin‐2LNG Plant

Sakhalin‐3

Co‐exploration of Gas/Oil Field in East Siberia


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Japan‐Russia Cooperation in Energy Efficiency

Projects (examples)Energy Intensity

Sources： IEA Energy Balances of OECD Countries 2010

IEA Energy Balances of non‐OECD Countries 2010

◆Co‐generation Project

Khabarovsk

Vladivostok

Moscow

St‐Peterburg

NizhnijNovgorod

Source：Kawasaki heavy Industries Ltd.

◆City and Housing Plan

through use of technology for energy efficiency

Source：Nikken Sekkei Ltd.

primary energy consumption / GDPＩｎｄｅｘ:Ｊａｐａｎ＝１

（C） 2012Googl‐map data （C） 2012GIS Innovatsia‐

（C） 2012Googl‐map data （C） 2012GIS Innovatsia‐ 18

0.0

3.0

6.0

9.0

12.0

15.0

18.0

Japan

USA

China

Russia

World

● Build appropriate Japan-Russia relations as partners in the Asia-Pacific region● Develop Japan-Russia relations through political dialogues and cooperation in various fields including

security, economy, culture, and international issues● Work vigorously towards the settlement of the issue of the Northern Territories, the most outstanding issue

in Japan-Russia relations, and thereby conclude a peace treaty

Japan’s Basic Policy towards Russia

Continue close political dialogues at the level of the summit and ministers, thereby promoting negotiations on the territorial issue

Promote cooperation in the international arena・Major regional issues such as Afghanistan (particularly on counternarcotics), North Korea and the Middle East・Cooperation in Multilateral fora

Economic FieldPolitical Field

Advance economic relations on a mutually beneficial basis

Promote cooperation towards modernization of Russia’s economy

Promote cooperation in the Far East Russia and Eastern Siberia Main areas of cooperation:・Energy (crude oil, natural gas, coal,

nuclear power, etc.)・Transport・Information & communication・Environment & Energy efficiency

Promote confidence-building, and strengthen dialogue and cooperation in the area of security

Promote cooperation on the sea

Strengthen cooperation between government organizations in the areas of fishery, defense, criminal matters, etc.

Expand cultural and people-to-people (youth) exchanges

Other Realms

Settle the issue on attribution of the Four Islands in the Northern Territoriesand conclude a peace treaty 19


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