Russian Economy: Post-Ukraine War Sanctions and the Energy Sector
The Russian economy, supported by its energy sector, has successfully weathered the brunt of Western sanctions so far. But this resilience is predicated on China’s unwavering support and pre-war reserves, both of which are finite.
US Shale Resilience Piles Pressure on OPEC+
Not only has US shale survived early attempts by OPEC+ to squeeze out its operations, but it’s now coming for longstanding OPEC+ markets.
Angola: OPEC’s First Domino?
Angola’s departure from OPEC+ is unlikely to move oil markets, but it certainly doesn’t bode well for the future cohesion of the cartel.
FLASH:IEA Reduces Oil Demand Forecast for 2021
Weak oil demand is projected to persist through the first half of 2021, compounding divisions within the OPEC+ cartel.
Outlook 2021: A Painful Year for Oil Exporters?
COVID-19 price pressures have savaged the fiscal health of oil producing states. Which ones will be hurting the most in 2021?
Backgrounder: Nigeria’s Energy Security Dilemma
Security and development deficiencies lurk behind many of the factors that are keeping Nigeria’s energy sector from realizing its considerable economic promise.
OPEC++ Deal Lands with a Whimper
Past OPEC+ deals have been long on hype and short on substance, and this one is unlikely to be any different.
Fiscal Health Check for Oil Exporting States
Which exporters stand to lose the most if oil continues to hover at the $50 mark?
Wuhan Coronavirus: The Bear Stalks Global Energy Markets?
China’s coronavirus outbreak couldn’t have come at a worse time for oversupplied oil and natural gas markets.
Saudi Arabia Oil Attack a Geopolitical Game-changer in the Middle East
Riyadh’s evident vulnerability will lead to a search for new regional allies, and Israel is a surprising possible candidate.