Is Power of Siberia 2 a white elephant? 4 implied HN points • 01 Jun 23 🌍 World Politics Energy Russia China Russia explored exporting gas to China due to limited options in Europe. Power of Siberia 2 project appears economically viable, offering potential natural resource rent extraction. There are challenges like fixed upfront costs and future demand stability, but it could provide energy security for China.
What is in the cards for the Russian oil indstry? 2 implied HN points • 15 Jul 23 💼 Business Energy Economics Forecasting The Russian oil industry is facing many challenges and uncertainties for the next decade. Some predict a collapse similar to what happened in Iran and Venezuela, while others believe past crises have made the industry stronger. There is complexity and resilience in the Russian oil industry that both insiders and outsiders may be underestimating.
Ukrainian battle drones vs. Russian oil refineries 1 implied HN point • 30 Jan 24 🌍 World Politics Conflict Drones Oil Sanctions Defense Ukrainian drones are targeting Russian refineries to cause damage and disruptions. Russian refineries are vulnerable to drone attacks but are designed to withstand traditional bombs. Russia is implementing air defense measures to protect refineries from drone attacks.
When a thaw helps to win an (economic) war 2 implied HN points • 22 Apr 23 🔬 Science Weather Energy Data Analysis Correlation Climate Impact Europe's emergence from the 2022-2023 energy crisis was mainly due to favorable weather conditions Heating demand has a significant impact on gas consumption Germany's gas consumption strongly correlates with temperature variation
Where does China get its energy and why does it matter for Europe? 1 implied HN point • 13 Sep 23 🌍 World Politics Energy security European energy security depends on internal demand, global LNG production, and China's energy imports. Russia has been compensating for lost gas sales to Europe by increasing exports to China, impacting the global gas market. Central Asian countries struggle to maintain winter sales volumes, while Russia serves as a swing supplier for the region.
Crossing the Urals 1 implied HN point • 18 Feb 23 🌍 World Politics Sanctions Oil trade Russia International Trade Western sanctions and boycotts affected transparency of Russian oil route information Pricing of Russian oil is a significant topic due to the Russian-Ukrainian war Data on international trade and ship movements can offer insights into the ongoing economic conflict