UKRAINE CRISIS: ENERGY IMPACT

Highlights

INTERNATIONAL OIL DAILY

Rosneft Profit Falls After German Assets Seized

Rosneft reported a 15% decline in net profit for the first nine months of 2022, but another measure of earnings rose by 22%.
Wed, Dec 7, 2022
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LNG INTELLIGENCE

US LNG Pledge to UK Lacks Substance to Drive Supplies

The US aims to more than double LNG exports to the UK next year relative to 2021, but little can be done to ensure this happens.
Wed, Dec 7, 2022

NEFTE COMPASS

Moscow's Price Cap Response Taking Shape

Moscow is going to outlaw its oil sales that comply with the price cap introduced by the G7 countries on Russian seaborne crude exports.
Wed, Dec 7, 2022

NEFTE COMPASS

Russian Oil Sales Decline Ahead of Embargo

Russian oil exports dropped in November shortly before the EU embargo and price cap mechanisms took effect.
Wed, Dec 7, 2022

NEFTE COMPASS

Lukoil Shields Business From Sanction Vulnerabilities

Lukoil is trying to avoid the nationalization of its Italian refinery but faces risks with other international assets.
Wed, Dec 7, 2022

News & Analysis

Latest News

INTERNATIONAL OIL DAILY

Price Cap Leads to Tanker Backlog in Turkish Straits

New insurance requirements related to the G7 price cap for Russian oil have caused a backlog of tankers waiting to transit the Turkish straits.
Tue, Dec 6, 2022
INTERNATIONAL OIL DAILY

IEA: Energy Security Concerns Boost Renewables

The IEA says renewable power is growing rapidly as countries seek to reduce dependence on imports and produce more of their own energy.
Tue, Dec 6, 2022
INTERNATIONAL OIL DAILY

Pakistan Seeks Discounted Oil and LNG From Russia

Pakistan hopes to reach agreements with Russia soon for discounted supplies of crude oil, refined products and LNG.
Tue, Dec 6, 2022
LNG INTELLIGENCE

Russian LNG Projects Increase Gas Production

Russia’s Yamal LNG and Sakhalin-2 plants showed a hefty increase in natural gas production in the first 11 months of 2022.
Mon, Dec 5, 2022
INTERNATIONAL OIL DAILY

Russia Still Working on Price Cap Response

Senior officials say Russia is working on formal policy measures to counter the EU/G7 price cap on exports of its crude oil.
Mon, Dec 5, 2022

Latest Analysis

WORLD GAS INTELLIGENCE

Viewpoint: Pragmatism Extends Role of Gas in Europe

Delegates at a recent industry conference now see gas and LNG thriving in Europe for the next two to three decades.
Tue, Dec 6, 2022
WORLD GAS INTELLIGENCE

Energy Transition Uncertainty Dampens LNG Optimism

Long-term uncertainty over net-zero 2050 targets is clouding medium-term optimism over LNG investments.
Tue, Dec 6, 2022
WORLD GAS INTELLIGENCE

Spain's Transport Hub Plans Unlikely to Materialize

Spain's plans to become the EU's new LNG transport hub seem unachievable due to limited interconnections and ambition.
Tue, Dec 6, 2022
WORLD GAS INTELLIGENCE

Stagnant Domestic Output Helps Europe Rebalance

Domestic gas fields will produce around 44% of all of Europe's gas supplies in 2023-25, with output expected to decline by 2030.
Tue, Dec 6, 2022
PETROLEUM INTELLIGENCE WEEKLY

Upstream Capex Resilient in Russia — For Now

Despite some dire predictions, there has been no sign of a capitulation in Russian upstream spending yet.
Tue, Dec 6, 2022

Research

Latest 1

GAS AND LNG RESEARCH

Critical Trends, November 2022

Lessons from European gas inventory dynamics in 2022 provide important insight into rebuilding storage in 2023. Still, several categories of policy remedies intended to lower the gas price burden for European consumers loom large, reflecting shifting longer-term priorities. While the region continues to look toward the Eastern Mediterranean for gas supply, it could be Egyptian fiscal challenges that help keep the country's LNG exports elevated in the near term.
Tue, Nov 22, 2022
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Latest 4

GAS AND LNG RESEARCH

Critical Trends, October 2022
Thu, Oct 20, 2022
RISK RESEARCH

Break-Even Price Outlook: October 2022 Update
Tue, Oct 11, 2022
RISK RESEARCH

Russia: Moscow’s Escalations Raising Energy Sector Risks
Mon, Oct 3, 2022
GAS AND LNG RESEARCH

LNG Market Evolution Quarterly, Q3'22
Fri, Sep 30, 2022

Special Report

Special report

ENERGY INTELLIGENCE PREMIUM WEEKLY

Inflation Fuels Instability, Policy Shifts

Economic pressures are heightening aboveground risks, from political unrest and sovereign debt defaults to windfall taxes and protectionist measures.
Thu, Aug 4, 2022
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Ukraine Crisis Data

side list

NEFTE COMPASS DATA

Russia Crude and Condensate Production – Summary b/d
Wed, Nov 30, 2022
NEFTE COMPASS DATA

Russia Crude and Condensate Production – Major Company Details b/d
Wed, Nov 30, 2022
NEFTE COMPASS DATA

Russian Refinery Activity b/d
Wed, Dec 7, 2022
NEFTE COMPASS DATA

Russian Natural Gas Production
Wed, Dec 7, 2022

Maps

Russia's Eastern Oil and Gas Pipelines

Russian Gas Pipelines to Europe

The Southern Gas Corridor

Russia’s ‘Unfriendly’ Nations in Europe

Our Experts

Andrew Zoeller

Manager, Risk Research

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Jill Junnola

Editor, Energy Compass

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Sinan Hanioglu

Research Analyst

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Jaime Concha

Editor, World Gas Intelligence

Email Jaime

Rafiq Latta

Senior Correspondent

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Gary Peach

Editor, Oil Markets Briefing

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Alternative View

A challenge to mainstream geopolitics

ENERGY COMPASS

Taiwan Revs Down, Turkey Revs Up

The defeat of Taiwan's Democratic Progressive Party in local elections should help dial down tensions with China at a critical time.
Thu, Dec 1, 2022
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ENERGY COMPASS

Philippines in the Middle, Kashmir Tensions Flare

Philippines President Ferdinand Marcos Jr. is discovering that his "friend to all" foreign policy approach faces obstacles when it comes to China and the US.
Wed, Nov 23, 2022

ENERGY COMPASS

G20, Taiwan Conundrums

Current events meant this week's G20 summit veered from its originally intended focus on pandemic recovery, with diplomacy around China and Russia instead taking center stage.
Thu, Nov 17, 2022

WORLD ENERGY OPINION

The Geopolitics of Famine

The geopolitics of famine is such that millions of lives are held hostage to conflicts far from the nations most in need.
Mon, Nov 14, 2022

ENERGY COMPASS

Iran's Eastern Risk, Pakistan's Deeper Divide

The Iranian government's handling of protests could undermine Iran's eastern pivot aimed at reversing the country's economic malaise after decades of Western sanctions.
Thu, Nov 10, 2022