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Latest Research Reports
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  • The fallout from the war in Ukraine is transforming Russia’s risk environment, elevating long-term investment, geopolitical and transition risks. While public support for President Vladimir Putin is holding steady, mounting war casualties and failure to achieve key military objectives will elevate risks associated with political instability, especially as the full brunt of economic pain sets in. Russia faces a deep contraction this year and next due to sanctions and capital controls. The Kremlin’s desire to maintain a stable ruble suggests the appetite for further inflationary fiscal support packages may prove limited. The energy sector also faces long-term challenges. Crude output levels may face permanent declines, while Russia will struggle to replace European gas markets with Asian ones. Geopolitically, the crisis is creating a prolonged nadir in Russian-Western relations. However, Moscow’s decade-long global diplomatic engagement proved prudent, with many Latin American, African and ostensible US Mideast allies striving to preserve neutrality and their ties to Russia. Russia’s dependence on Western and East Asian capital and critical tech imports may undercut hydrocarbon adaptation and long-term economic diversification efforts, complicating is ability to meet its nascent transition goals.
    Tue, May 24, 2022
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Latest Podcasts
  • For some time, the oil market has been focused on the supply side, including growing disruptions from the Russia-Ukraine war. However, Energy Intelligence is focused more on growing demand-side risks, including the very real possibility of a global recession. Please join experts to explore our latest outlook.Hosted by: Ahbi Rajendran, Head of Global Oil/North America Research. Panelist: Julien Mathonniere, Senior Oil Markets Correspondent/Analyst
    Tue, May 17, 2022
  • The latest climate science report from the Intergovernmental Panel on Climate Change issues a stark warning that the world will overshoot the Paris Agreement goal unless more urgent action is taken to cut emissions. But what does this mean for the energy sector?
    Thu, Apr 14, 2022
  • As the war in Ukraine continues, Europe is scrambling to reduce the use of Russian gas. What can Europe do? What can’t Europe do? And what are the global implications of the conflict for LNG prices and projects? In this podcast Energy Intelligence experts Ian Nathan and Michael Sultan explore these questions.Hosted by: Michael Sultan, Editor, LNG Intelligence. Panelist: Ian Nathan, Director, Global LNG Research
    Wed, Mar 30, 2022