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Ukraine Crisis: Energy Impact
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UKRAINE CRISIS: ENERGY IMPACT
Navigate the impact on markets, the transition, politics and corporate strategies from the
biggest energy disruption in a generation
Learn more about Ukraine Crisis: Energy Impact
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Highlights
LNG INTELLIGENCE
Putin Pledges Support for Arctic LNG 2 Tanker Construction
Russian President Vladimir Putin has promised to support the Zvezda shipyard so it can build enough LNG tankers for Novatek’s Arctic LNG 2 project.
Fri, Aug 19, 2022
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INTERNATIONAL OIL DAILY
Gazprom to Halt Nord Stream Flows for Three Days
Gas prices soared after Russia's Gazprom said Nord Stream pipeline flows to Germany would stop for three days of maintenance work from Aug. 31.
Fri, Aug 19, 2022
JET FUEL INTELLIGENCE
Summer Travel and State Support Lift Russian Aviation
Russian aviation and jet markets are booming as the sector turns inward to offset bans on its airlines from US and European airspace.
Fri, Aug 19, 2022
PETROLEUM INTELLIGENCE WEEKLY
No Easy Fix for Kazakh Export Dilemma
For Kazakhstan, the recent closure of the Caspian pipeline in Russia was a rude awakening, but no easy solutions exist.
Thu, Aug 18, 2022
PETROLEUM INTELLIGENCE WEEKLY
Russia, Refining Crunch Threaten Oil Balances
The fate of Russian product exports and the crunch in global refining capacity will be key wildcards for global oil balances over the next year.
Thu, Aug 18, 2022
News & Analysis
Latest News
INTERNATIONAL OIL DAILY
Aker Energy Blames Ghana Delay on Sanctions Risk
Norway's Aker Energy has again delayed submission of a development plan for its Pecan offshore field to Ghana's government.
Thu, Aug 18, 2022
INTERNATIONAL OIL DAILY
Gazprom Neft Seeks to Russify Siberia JV With Shell
Gazprom Neft has asked a Moscow court to approve re-registration of its Siberian oil joint venture with Shell in Russia.
Thu, Aug 18, 2022
LNG INTELLIGENCE
Poland's PGNIG Imports Soar 33% As Russian Piped Gas Halted
PGNIG imported one-third more LNG in the first half of 2022 to compensate for a complete halt of Russian piped imports since April.
Thu, Aug 18, 2022
INTERNATIONAL OIL DAILY
Germany's Uniper Reports Heavy Financial Loss
Uniper reports hefty first-half loss, reflecting high cost of gas bought to offset sharp reduction in deliveries from Russia.
Wed, Aug 17, 2022
INTERNATIONAL OIL DAILY
Gazprom: Winter Gas Prices May Go Through Roof
Russia's Gazprom said European spot gas prices could hit extreme levels this winter. Meanwhile, the EU continues to make good progress on storage.
Tue, Aug 16, 2022
Latest Analysis
ENERGY COMPASS
Turkey and Russia's Complex Relationship
Turkish President Recep Tayyip Erdogan sees the economic benefits of close ties with Moscow, but will not abandon either Nato or its military support for Ukraine
Thu, Aug 18, 2022
NEFTE COMPASS
Kazakhstan Keeps Faith With CPC Lifeline
Kazakhstan downplays reports that its crude oil will start flowing to the Mediterranean via the BTC pipeline.
Wed, Aug 17, 2022
NEFTE COMPASS
Taliban Eyes Russian Oil Purchases in Moscow Talks
The Taliban delegation arrived in Moscow to discuss bilateral trade, including purchases of Russian oil and food products.
Wed, Aug 17, 2022
NEFTE COMPASS
Russia to Focus on Digital Import Replacement
Russia's oil and gas industry is developing its own digital solutions as sanctions bite.
Wed, Aug 17, 2022
WORLD GAS INTELLIGENCE
Viewpoint: German Winter Nightmares Are Coming True
German citizens should lay blame at their government's catastrophic energy strategy that led to a crippling dependency on Russian gas.
Tue, Aug 16, 2022
Research
Latest 1
GLOBAL LNG RESEARCH
Critical Trends, August 2022
European gas market chaos continues to underpin Asian prices, even as the TTF premium has widened since June. But Asian buyer movements in preparation for winter are becoming evident in pricing dynamics, and seasonal Chinese demand could still upend markets later this year. Gas supply solutions remain distant. There is room for some additional non-Russian pipeline supply through existing infrastructure, but other meaningful developments are far off. For all the enablers supporting Eastern Mediterranean developments, aboveground risks continue to generate headwinds.
Fri, Aug 19, 2022
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>
Latest 4
RISK RESEARCH
Macroeconomic Outlook: July 2022 Update
Thu, Jul 21, 2022
GLOBAL LNG RESEARCH
Critical Trends, July 2022
Mon, Jul 18, 2022
RISK RESEARCH
Inflation: Price Increases Fuel Political Risks as Ukraine Conflict Drags On
Mon, Jul 11, 2022
GLOBAL LNG RESEARCH
Critical Trends, June 2022
Wed, Jun 15, 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
Thu, Aug 4, 2022
NEFTE COMPASS DATA
Russia Crude and Condensate Production – Major Company Details b/d
Thu, Aug 4, 2022
NEFTE COMPASS DATA
Russian Refinery Activity b/d
Thu, Aug 4, 2022
NEFTE COMPASS DATA
Russian Natural Gas Production
Thu, Jul 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
Our Experts
>
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.
Andrew Zoeller
Manager, Risk Research
Email Andrew
Jill Junnola
Editor, Energy Compass
Email Jill
Sinan Hanioglu
Research Analyst
Email Sinan
Jaime Concha
Editor, World Gas Intelligence
Email Jaime
Rafiq Latta
Senior Correspondent
Email Rafiq
Gary Peach
Editor, Oil Markets Briefing
Email Gary
Alternative View
A challenge to mainstream geopolitics
ENERGY COMPASS
Pelosi's Taiwan Trip, Hezbollah's Renewed Threats
US House Speaker Nancy Pelosi's trip to Taiwan has catapulted US-China tensions to a new level.
Thu, Aug 4, 2022
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>
WORLD ENERGY OPINION
Why the West Got It Wrong on Russia
Almost without exception, geopolitical analysts failed to forecast events accurately and policymakers failed to craft policies capable of influencing these events.
Mon, Aug 1, 2022
WORLD ENERGY OPINION
Biden’s Hollow Middle East Trip
US President Biden came away from a four-day visit to Israel and Saudi Arabia with a handful of empty commitments on regional and energy security issues.
Mon, Jul 18, 2022
WORLD ENERGY OPINION
Nato Summit Fails to Impress
The Madrid summit was intended to mark Nato’s comeback with a display of unity and resolve, but delivered little substance.
Wed, Jul 6, 2022
WORLD ENERGY OPINION
Farewell JCPOA, We Hardly Knew You
A dispute between Tehran and the IAEA has brought to a head issues about the viability of the Iran nuclear deal.
Fri, Jun 17, 2022
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