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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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With Energy Intelligence's 70+ year history of reporting on energy geopolitics, our experts are uniquely positioned to identify critical investment, energy transition and geopolitical risks facing the energy industry.
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  • The Trump administration has increased the pressure on Iran, but that has raised the prospect of a war in the Mideast Gulf, the world’s most important oil producing region. But is Trump, who campaigned against US involvement in costly Mideast conflicts, really willing to go to war with Iran? Energy Intelligence’s top US foreign policy reporter breaks down the administration’s thinking.Hosted by: Alex Schindelar, President and Emily Meredith, Washington DC Deputy Bureau Chief
    Thu, Jul 4, 2019
  • More than a year after US President Donald Trump withdrew from the multilateral Iran nuclear deal, the Opec member's oil exports have hit historic lows. Official crude sales have slumped below 200,000 barrels per day from above 2 million b/d in the first half of 2018, as the country's traditional customers have largely stopped lifting to abide with US sanctions, piling more pressure on Tehran at a time when tensions with Washington are escalating.
    Mon, Jul 1, 2019
  • How is the blockade against Qatar affecting the Mideast oil and gas industry? How might oil and gas trade be affected if the crisis escalates?What risks does the stand-off pose for foreign oil and gas investors in the region?What is the significance of Qatar’s new plans for expanding LNG export capacity?What are the wider geopolitical implications for neighboring countries like Iran and Turkey?Jim Washer, EI Executive Editor is joined by Oliver Klaus, Dubai Bureau Chief; Amena Bakr, Senior Middle East Reporter and Jane Collin, Editor of World Gas Intelligence.
    Wed, Jul 19, 2017