An energy investment firm was interested in opportunities related to Kazakhstan's increasing oil exports to China. The client engaged Ergo to examine the market for transport of oil from Kazakhstan's onshore and offshore fields to various cities in China.

Ergo's regional and China-based in-country teams gathered detailed information about the future of oil transport in the region, with a focus on future supply and demand, geopolitical risk, and obstacles to growth. Our findings were based on the firsthand knowledge of the foremost authorities on the subject, including executives at Kazakh oil companies, leading transportation economists, and Chinese energy experts. We compiled difficult-to-obtain statistics on the volume of oil traffic out of Kazakhstan, detailed insights into proposed plans for growth, and multi-variant scenarios on future supply and demand trends and subsequent winners and losers.

Ergo's findings afforded our client a thorough understanding of the micro- and macro-level issues of oil sales in Central Asia, and provided them with unique insights into opportunities for partnerships, joint ventures, and investment.