Доля импортных строительных материалов на украинском рынке выросла с 14% в 2021 году до 23% в 2023 году, отечественный рынок
JKX's Ukraine production still falling
JKX Oil & Gas (JKX LN) had a 31.6% yoy drop in hydrocarbon output from Ukrainian assets to 4,783 boepd in 1Q13, the company reported on May 16. The company’s total hydrocarbon output slid 6.6% yoy to 6,844 boepd in 1Q13 and its average natural gas sale price fell 26% yoy to USD 9.15/Mcf, owing to its greater share of gas sold in Russia, at USD 2.6/Mcf.
The company’s overall April production jumped 71% from 1Q13 to 11,713 boepd, fueled by a 3.4x increase in Russian production to 7,331 boepd, while production from Ukrainian assets declined 9% vs. average level of 1Q13 to just 4,352 boepd. Russian aggregate production now exceeds JKX's gas processing plant's nominal capacity of 40 MMcfd, with the firm expecting the ongoing de-bottlenecking could increase the plant’s capacity to 60 MMcfd by the year's end. Overall, management expects average production in 2Q13 to be in excess of 11,000 boepd.
Roman Dmytrenko: Despite the overall production growth achieved in April, the quality of the growth looks disappointing as Ukrainian output continued to decline. Even though we expect JKX to report 24% yoy production growth to 9,300 boepd in 1H13, revenue will likel drop by about 23% yoy to USD 79 mln for the period, hammered by an increased share of gas sales in Russia, at 4.6x lower price compared to Ukraine. Overall, we expect the company’s increased focus on Russia will almost halve its average netback to USD 27 boe in 2013.
Источник: Конкорд Капитал
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