Russian fuel and energy complex digitalization market. TAdviser 2023 review

In 2022, events took place that activated the processes of radical change in approaches to automation and digitalization in industry. Everything indicates that these processes will play a key role in the promising development of the fuel and energy complex (fuel and energy complex) and related industries in the near future.

The industry has shifted towards the development of basic automation and comprehensive import substitution. Investments in the creation of domestic software have noticeably increased, especially in the field of specialized software products. Production management systems were developed, Internet of Things solutions were actively implemented.

In light of the departure of Western vendors from the market, the development of parallel imports became a temporary solution. Relatively stable channels for the supply of software and equipment have been formed.

The ingenuity of the attackers continued to grow, and the number of cyber attacks in the fuel and energy sector did not decrease.

According to Alexander Shcherbakov, Deputy Commercial Director of Innostage, against the background of the increased number of hacker attacks in many vertically organized companies in the energy sector, more active formation and updating of information security strategies for the next 3-5 years was noted.

The transition to domestic software required the use of special strategies, including the harmonization of existing and new solutions. There was a certain centralization in the development of complex design solutions.

In 2022, 56 companies were included in the new rating of the largest IT suppliers in the fuel and energy sector. Their total revenue from the implementation of IT projects in this area exceeded 91 billion rubles.

The leader of the rating was Isource with revenue of 15.9 billion rubles and revenue growth of over 533%. The top five also included Sigma (14.5 billion, + 25.8%), Innostage (6.6 billion, + 46.9%), IBS Group (6 billion) and TerraLink (5.4 billion, + 47.7%).

The top 10 IT suppliers in the fuel and energy complex are presented in the infographic below. The full rating is posted in a separate material.

In 2023, even more significant changes took place in the fuel and energy complex digitalization market in the Russian Federation aimed at creating internal technological platforms and developing the digital infrastructure of enterprises.

There was an increased interest in the use of digital twin technologies. The tasks of developing their own data management and analytics systems came to the fore, and the strengthening of cybersecurity continued.

Vyacheslav Polovinko, Head of Own Products at AMT Group:

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On the one hand, with the departure of foreign vendors, the composition of the portfolio of product offerings and systems for digitalization has significantly decreased. On the other hand, the Russian market has managed to adapt to the needs of the industry.

According to Vyacheslav Polovinko, the trend towards import substitution allowed industry enterprises to rethink the existing problems. In fact, companies have begun to re-evaluate their IT infrastructure. Instead of using "ready-made" and, in some cases, imposed solutions by large international vendors, enterprises seek to build a system that takes into account the features and requirements of a particular fuel and energy complex object and its ecosystem of objects as a whole.

Olga Makova, Director of the Oil and Gas Department of Reksoft Group:

To date, the total investment of private companies in digitalization in Russia is 2.2% of GDP, and 63% of large and medium-sized enterprises retain the trend of increasing investment activity in digital and technological development, and 26% of industrial enterprises announced an increase in the demand for investment in digital technologies.

New priority goals include automating processes and improving efficiency based on machine learning and cloud technologies. Consortia are actively formed for the joint development of complex specialized software solutions. At the state level, 35 industrial competence centers (ICCs) have already been organized.

Philip Chistov, Marketing Director of Isource:

Customer priorities have shifted to creating products to meet the needs of a particular industry. A quarter of large industrial companies develop digital solutions independently or with the involvement of technological partners to create solutions "for themselves."

Russian vendors are actively working to create and improve solutions adapted to industry business processes. In the context of external economic factors, these products are developed in the mode of "accelerated maturation" with close cooperation with customers and operational testing on real information services, which reflects the key need to reduce the time to achieve results.

Dmitry Potapov, senior partner of the League of Digital Economy League:

According to our data (a study of the largest production enterprises), up to 19% of companies consider this task [accelerated implementation of solutions - ed.] A priority.

Against the background of a partial outflow of specialists from Russia, investing in human potential also becomes a priority: training and improving the competencies of the personnel responsible for maintaining and operating the digital infrastructure.

Another important trend that experts are talking about is the use of artificial intelligence technologies, in particular in the field of monitoring and production management.

Speakers interviewed by TAdviser assess import substitution processes differently. However, most report difficulties along the way.

Timur Rakhimov, Head of the Department for Work with Enterprises of the Fuel and Energy Complex of the Satel Company:

Import substitution processes in the field of digitalization at fuel and energy complex enterprises are assessed as active, but companies face difficulties in replacing some foreign IT solutions and equipment, especially in the field of industrial automation and processing of a large amount of data.

Dmitry Potapov, senior partner of the League of Digital Economy League:

There are solutions on the market that require deep refinement for the needs of the fuel and energy complex enterprises. In this regard, the import substitution process may be delayed and require additional time and funding. So far, complex specialized solutions are indispensable, such as, for example, OLGA, LedaFlow.

Olga Makova, Director of the Oil and Gas Department of Reksoft Group:

There are difficulties in finding domestic solutions, for example, in the following areas: modeling systems and optimization of technological processes, production control systems, 2D/3D design systems. Both domestic technological and IT manufacturers of equipment and software, and the fuel and energy complex enterprises themselves are actively working to close these gaps.

Alexander Shcherbakov, Deputy Commercial Director of Innostage:

At the moment, there are difficulties in replacing the following IT solutions on the market: the first is high-performance and technological DSS. The second direction is data center switches, which provide increased performance, speed and quality of processing huge amounts of information. And the third vector is firewalls capable of processing a large data stream with maximum enabled cyber defense services.

According to information security CSSB Tatyana Kosheleva, senior analyst of audits and compliance assessment, fuel and energy complex companies face the following difficulties:

• the use in production of outdated technologies and equipment incompatible with the implemented digital infrastructure;
• production continuity requirements create obstacles to projects to modernize and convert long-established processes into new infrastructure;
• lack of financial, hardware and other resources to integrate new systems;
• lack of adequate time for system study of emerging issues.

Of other troubles, specialists most often call the lack of highly qualified specialists who are required to accompany and operate new technologies. This problem is being solved through investments in education and science.

There are software compatibility issues. A little less often, experts mention the low digital maturity of individual enterprises. They also talk about lagging behind world leaders in some areas.

Dmitry Parshin, Director of the Artezio Development Center (part of the Lanit Group ):

There are foreign IT solutions, especially in the field of big data and artificial intelligence, which are still difficult to completely replace. Given the serious trend towards the introduction of AI, intensive development of Russian solutions in the field of generative AI and the active use of the latest approaches to developing software using neural networks are already required.

There are also positive assessments. According to Alexander Shcherbakov, import substitution of the basic elements of the IT infrastructure of the fuel and energy complex, such as workstations and software for them, is proceeding quickly.

Philip Chistov, Marketing Director of Isource:

In some areas, the import substitution process can be called completed. For example, in a segment %D0%B7%D0%B0%D0%BA%D1%83%D0%BF%D0%BE%D0%BA: %D0%BE%D0%BF%D1%8B%D1%82%D0%BA%D1%80%D1%83%D0%BF%D0%BD%D0%B5%D0%B9%D1%88%D0%B8%D1%85%D0%B7%D0%B0%D0%BA%D0%B0%D0%B7%D1%87%D0%B8%D0%BA%D0%BE%D0%B2%2C %D1%81%D1%82%D1%80%D1%83%D0%BA%D1%82%D1%83%D1%80%D0%B0%D1%80%D1%8B%D0%BD%D0%BA%D0%B0%2C %D1%82%D1%80%D0%B5%D0%BD%D0%B4%D1%8B. %D0%98%D1%81%D1%81%D0%BB%D0%B5%D0%B4%D0%BE%D0%B2%D0%B0%D0%BD%D0%B8%D0%B5 TAdviser of automation of purchases domestic SRM solutions close more than 80% of needs of customers.

Vyacheslav Polovinko, Head of Own Products at AMT Group:

Almost two years have passed since the start of the first import substitution projects in the industry. We can say that the first results obtained look like a solid four. This, first of all, concerns import substitution in the direction of APCS systems and complex digitalization platforms, entry into the MES systems market, replacement of IPS with domestic solutions, the start of projects to replace virtualization systems, operating systems and system-wide software.

According to the expert, complex products, which are the result of the work of several manufacturers, play a significant role in import substitution projects. Such companies form a sustainable partnership and a single ecosystem of solutions. Sometimes collaborations occur even between hard-to-match directly segments. For example, MPS and APCS. Or IoT and integration solutions from the financial sector.

The functioning foreign software that needs to be replaced is based on the whole complex of equipment and hardware supplied from abroad (field-level devices, PLCs, monitoring and diagnostics systems, etc.).

With the development of domestic analogues, so far not everything is going as we would like. Full replacement of all solutions related to digitalization can take a long time.

State regulation of the digital transformation of the fuel and energy complex

A reflection of the key state initiative in the industry is the Project of the strategic direction in the field of digital transformation (SN CT) of the fuel and energy complex.

Its main goals include achieving a high level of the so-called "digital maturity" of the main market participants, accelerated transition of the energy sector to new management and technological levels, transformation business processes using "end-to-end" digital technologies and platform solutions, development of domestic digital technologies, consolidation of domestic organizations, ENERGY INDUSTRY creation of a target domain architecture "" Power based on a digital ecosystem, "GosTech" including the development of services and the relevant legal field, as well as much more.

The goals are divided into two complex projects. The first is the "Industrial Centers of Competence of the Fuel and Energy Complex." It is focused on providing full coverage of the industry IT landscape of the fuel and energy complex with domestic software equivalent in technical characteristics to foreign counterparts.

The second project is "Formation of a unified state policy for the development of digital platforms in the interests of the fuel and energy complex." It is aimed at building a targeted architecture based on GosTech. Within this area, the importance of information exchange between fuel and energy organizations is emphasized.

According to the integral indicator of the "digital maturity" of the energy infrastructure, officials will determine the level of achievement of the national goal "Digital Transformation" for the industry.

The document lists possible threats and restrictions in the fuel and energy complex, gives a list of the main directions of digitalization, development prospects, highlights a list of works in the field of CT, taking into account Russian reality.

In addition to the Ministry of Energy, the list of performers includes the Ministry of Digital Industry, the Ministry of Industry and Trade, the Ministry of Digital Development of Economic Development, the subjects of the fuel and energy complex and ICT, development institutions and other interested organizations.

The document provides for the development of the fuel and energy complex until 2030, but contains a reservation that this period can be adjusted.

In addition to the development of a replacement ON and increase in the level, cyber security experts recognize the introduction of automation, robotization ,/,,,,, and. VRAR machine learning generative AI Internet of Things (IoT) cloud technologies digital twins unmanned vehicles

Vyacheslav Polovinko believes that at all stages of production, transportation, generation there is a stable understanding that information is a key factor in reducing production costs and, as a result, increasing margins. The demand for information is relevant in all aspects of the technological chain: from planning of TOP activities to integrated management of stocks, supplies, labor safety.

Therefore, it is advisable to consider the need for complex and continuous communication systems in every sense of the word as a general technological trend, that is, such systems that provide a single information space for the entire complex of interconnected enterprises, the expert concludes.

Philip Chistov notes that the global trend towards the use of V2S practices and experience in corporate solutions remains. Purchases of companies are moved to marketplaces, and logistics management is moved to a smartphone. The emphasis has shifted to technologies that can be applied here and now. The transition from the design stage to implementation becomes rapid everywhere.

According to Dmitry Potapov, there is great interest in predictive analytics of equipment in the fuel and energy complex market.

In the fuel industry, experts highlight trends in the use of complex language models, AI, digital twins enterprises ,/ VRAR simulators. In addition, robotization and automation of the most complex, in terms of mechanics and criticality of errors, mining and processing processes are of great importance. The introduction of digital platforms capable of aggregating large amounts of industrial information is also relevant. They help to manage production and environmental risks, optimize technological processes and logistics, and increase energy efficiency. It is important that preference is given to those solutions that can bring added value.

Olga Makova mentioned the positive assessment of the Ministry of Energy, according to which digitalization can reduce the cost of exploration and extraction of minerals by 10-15%, by 40% accelerate the timing of commissioning facilities. According to her, the terms "Digital Drilling" and "Digital Field" are already becoming the standard for facilities where advanced technologies are entering symbiosis with classical methods.

Vyacheslav Polovinko noted the tendency to maintain the autonomy of industrial facilities in the context of maintaining communication with other parts of the holding or complex of enterprises. In his opinion, this applies to the exchange of data, and the mutual compatibility of the nomenclature, and the ability to transfer data, processing requests from management bodies, suppliers, consumers.

The difference between the electric power industry and the fuel industry in the field of digitalization is in the production processes and details of the use of technologies. The most common trends in the electric power industry should be considered emphasis on physical and cybersecurity, energy efficiency, reliability and sustainability, and emergency prevention.

Current trends: the introduction of digital monitoring and management systems of networks, the commissioning of intelligent energy management systems, and increased distribution and transmission efficiency.

Smart home and smart city technologies are becoming popular, they allow you to optimize electricity consumption, manage the quality of services provided, and reduce the harmful impact on the environment.

Tatyana Kosheleva, Senior Analyst of Audits and Compliance Assessment: information security CSSB

The most universal trend has been and remains cybersecurity. Fuel and energy complex enterprises remain in the area of ​ ​ close attention of cybercriminals. Productivity is growing, and at the same time, possible losses from disruption of production processes can be calculated in large and large amounts. In this regard, the fuel and energy complex organizations increase maturity in information security issues, introduce modern infrastructure protection systems, and conduct expert and technical audits of information security. Together with the introduction of digital infrastructure, this allows you to create a reliable, growing and at the same time safe and resistant to cyber attacks business.

Vyacheslav Polovinko notes the quantitative and qualitative growth of complex multifaceted solutions for perimeter and network protection, protection of workplaces and server equipment.

Dmitry Potapov, senior partner of the League of Digital Economy League:

The Russian electric power industry has advanced far enough in the direction of import substitution. First of all, this applies to technological systems. To date, many enterprises have already implemented solutions from such Russian suppliers as Monitor Electric, Decima, Prosoft-Systems. We can say that the market in this area has already been formed.

As for applied systems, there is still a lot of work to be done in this area. Some industry enterprises have already implemented Russian solutions, primarily 1C. But many continue to work for SAP, projects to replace it started only in 2022.

Most speakers agree that steady growth remains for almost all modern solutions.

According to Leonid Tikhomirov, Chairman of the Board of Directors of the ITPS Group of Companies, each technology works for a global goal - the creation of a digital enterprise, which allows you to lead it in real time. Improving the productivity of companies and ensuring high quality of products is achieved by optimizing resources and effectively managing technological processes.

Big data analytics technologies make it possible to predict demand and optimize production. The development of digital twins for modeling and control of production processes is relevant. Enterprises rely on the Internet of Things to monitor and manage equipment. Advanced and virtual reality are useful for training, staff training, and process modeling. The use of AR also allows you to optimize operations, for example, for the maintenance of equipment. Industrial robots work quickly and accurately, reducing labor costs, allowing you to get to hard-to-reach places. Cloud services enable secure sharing of sensitive information. With their help, you can combine users and equipment, analyze production in real time.

Vyacheslav Polovinko recommends paying attention to complex microservice architectures, unified supply accounting systems, MES systems.

According to Olga Makova, artificial intelligence based on machine learning remains the leader in the potential for further development. In the field of fuel and energy complex, it has a wide range of applications: equipment diagnostics, optimization of operating modes of technological processes and energy consumption, visual recognition of patterns or defects, human replacement for routine work in difficult conditions.

The introduction of predictive analytics systems for equipment with AI can reduce the cost of repair and maintenance by 15% and reduce unscheduled downtime by 30%. And the introduction of optimization systems for more efficient use of production capacities can increase the quality of products by 10%, she is sure.

Dmitry Potapov agrees with her. According to him, the fuel and energy complex enterprises rely on the development of generative AI, large language models and their application, in addition to working with texts, to images, sound, tables and other artifacts.

Artificial intelligence helps to identify malfunctions, quickly process incoming data, calculate scenarios for the operation of equipment and the entire production.

Experts point to the importance of blockchain technology to ensure supply chain transparency and deal security.

Tatyana Kosheleva, Senior Analyst of Audits and Compliance Assessment: information security CSSB

Optimization of logistics, supply and consumption management processes will be very effective using blockchain technology. Decentralized deal-making systems, smart contracts and the exclusion of intermediaries will not only improve process efficiency, but also protect against fraud, track transactions and manage large amounts of data.

Despite the serious shocks of 2022-2023, the trend towards digitalization of fuel and energy complex enterprises has fully preserved in the Russian Federation. This market has demonstrated its viability and adaptability under restrictions: the degree of digitalization of industry is only growing.

The need to organize continuous operation of the infrastructure of fuel and energy complex enterprises has led to the fact that Russian companies are actively developing their digital solutions and platforms that can compete with foreign counterparts. The introduction of new technologies continues, which increase the efficiency and safety of production processes.

Step-by-step innovation builds business processes, reduces costs, reduces downtime risks, and automatically manages production in real time.

According to Alexander Shcherbakov, when assessing the ongoing and upcoming changes, the form of ownership of fuel and energy complex enterprises should be taken into account, since the dynamics of the development of large organizations with state participation is noticeably different from commercial companies.

In conditionally state-owned enterprises, the tendency to import substitution is much more pronounced: the replacement of firewalls, DSS servers, software solution stack, and so on. And in the commercial segment, such work is still less active. Some are only planning to switch to their Russian counterparts, continuing to use foreign programs at their own peril and risk.

And the risks are high: such products, left without service support from vendors, have not only partially lost functionality, but may also contain critical vulnerabilities to information security.

We note from ourselves that such "carelessness" can partly be a fixation on achieving the maximum economic effect in the short term, when in extreme conditions some enterprises have a "littered" normal planning horizon.

According to the TAdviser project database, among the various classes of IT solutions in the fuel and energy complex companies, enterprise resource planning systems () ERP and systems () are most in demand electronic document management EDMS. It is these solutions in the TAdviser database that account for the largest number of projects completed in three sectors of the fuel and energy complex -, and. power oil industry Data gas industry on other classes of systems are presented in the diagrams below.

For each class of IT systems implemented in certain industries, the TAdviser database allows you to identify the most popular solutions and vendors of these products. See the [1] [2]diagrams below for which companies are developing the systems most often implemented in the Russian power, as well as in the oil and gas industry.

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