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luzitanija - stock.adobe.com
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
>
Highlights
ENERGY INTELLIGENCE NEWS
Risks Rise After Russian Strike on Ukraine Gas Storage
A Russian strike on a Ukrainian underground storage facility on Sunday will likely impact risk premiums and overall cost for European gas traders.
Mon, Mar 25, 2024
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ENERGY INTELLIGENCE NEWS
How Serious Are Russian Refinery Outages for Oil Markets?
Energy Intelligence takes a closer look at the impact of recent Ukrainian drone strikes on Russian oil refineries.
Fri, Mar 22, 2024
ENERGY COMPASS
Russia-China Alliance Has Limits
Political relations between Russia and China remain strong, but sanctions and other realities are creating some restrictions on economic ties.
Thu, Mar 21, 2024
PETROLEUM INTELLIGENCE WEEKLY
Marketview: Warfare Downstream
Exports of petroleum products will decline from top to bottom of the barrel, from naphtha to heavy fuel oil.
Thu, Mar 14, 2024
ENERGY INTELLIGENCE NEWS
Uniper Weighing Next Steps Following Russian Court Decision
Uniper is considering legal steps to counter a ruling this week by a Russian court, which put a stop to its arbitration claim against Gazprom.
Thu, Mar 14, 2024
News & Analysis
Latest News
ENERGY INTELLIGENCE NEWS
Two Russian Refineries Struck in Latest Attacks
Ukraine has struck two Russian oil refineries in a second consecutive day of major drone attacks targeting critical energy infrastructure.
Wed, Mar 13, 2024
ENERGY INTELLIGENCE NEWS
Kazakhstan to Hike Oil Exports Across Caspian Sea
The Kazakhs want to ease their reliance on Russia as an oil export route, but the CPC pipeline to the Black Sea retains its dominant position.
Tue, Mar 12, 2024
ENERGY INTELLIGENCE NEWS
Nizhny Novgorod Refinery Hit in Major Drone Attacks
A drone strike hit the Lukoil plant as Ukraine launched one of the biggest attacks in recent months, targeting several regions in Russia.
Tue, Mar 12, 2024
ENERGY INTELLIGENCE NEWS
Putin Allows Gazprom to Limit Corporate Disclosure
Russian President Vladimir Putin has signed a decree allowing state gas giant Gazprom to limit the disclosure of financial and operational data.
Thu, Mar 7, 2024
ENERGY INTELLIGENCE NEWS
Ukraine Sends Mixed Signals on Gas Transit
Ukraine's prime minister is ready to transit Russian gas upon EU request, but its energy minister rules out transit flows post-2024.
Wed, Mar 6, 2024
Latest Analysis
NEFTE COMPASS
Voters Poised to Re-Elect Putin in Lackluster Race
After Vladimir Putin's predicted re-election, his team will likely be reshuffled, but energy policy will not change.
Wed, Mar 13, 2024
NEFTE COMPASS
Gazprom Seeks Backing of Russian Court in EU Disputes
Russia’s Gazprom seeks to recover over $935 million from Poland’s Orlen in a dispute initiated in a Russian arbitration court.
Wed, Mar 13, 2024
NEFTE COMPASS
Gazprom's European Revenue Falls on Cooling Prices
The decreasing gas prices pulled Gazprom’s export revenue in Europe to an eight-month low in February.
Wed, Mar 6, 2024
WORLD GAS INTELLIGENCE
Viewpoint: Learning From the Energy Crisis
What can Europe learn from the last two winters of tight supply-demand fundamentals, market interventions and expensive gas?
Tue, Mar 5, 2024
NEFTE COMPASS
Ukrainian Transit Uncertainty May Test European Resolve
A halted Ukrainian gas transit might put the European market to the test.
Wed, Feb 28, 2024
Research
Latest 1
RISK RESEARCH
Break-Even Price Outlook: December 2023 Outlook
Energy Intelligence’s external break-even price modeling indicates that the 2024 average price needed by Opec-plus producers will rise to about $74/bbl. This increase is driven by output cuts as well as current account balances moderating after 2022. The average break-even price is forecast to climb to $77/bbl in 2025 and continues to climb afterwards. We continue to expect group strategy to be supportive of prices above $80/bbl, with leadership watching Q1’24 closely. While most will see their break-evens rise, underperforming members are likely to see faster increases. Distinct from fiscal break-evens, external break-evens measure the oil price at which a country’s current account will balance.
Thu, Dec 14, 2023
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>
Latest 4
RISK RESEARCH
Quarterly Risk Outlook, Q3’23 Update
Wed, Jun 28, 2023
RISK RESEARCH
Break-Even Price Outlook: May 2023 Update
Thu, May 4, 2023
RISK RESEARCH
Quarterly Risk Outlook, Q2'23 Update
Thu, Mar 23, 2023
RISK RESEARCH
Macroeconomic Outlook: February 2023 Update
Tue, Feb 7, 2023
Special Report
Special report
ENERGY INTELLIGENCE PREMIUM BRIEFING
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
Tue, Apr 4, 2023
NEFTE COMPASS DATA
Russia Crude and Condensate Production – Major Company Details b/d
Tue, Apr 4, 2023
NEFTE COMPASS DATA
Russian Refinery Activity b/d
Wed, Mar 27, 2024
NEFTE COMPASS DATA
Russian Natural Gas Production
Wed, Mar 6, 2024
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
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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.
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
Pakistan-Taliban Tensions, US Niger Exit Order
Militant attacks on the Pakistan-Afghanistan border could threaten the extension of the China-Pakistan Economic Corridor, underscoring Beijing's fears of security risks.
Thu, Mar 21, 2024
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WORLD ENERGY OPINION
Ukraine Aid Held Hostage by US Politics
A squabble between Democrats and Republicans in the "silly season" of US presidential politics could have dire consequences for Kyiv on the battlefield.
Mon, Mar 18, 2024
ENERGY COMPASS
India-China Tensions, Somalia-Turkey Deal
India's move to deploy additional troops to its border with China shows that tensions arising from a deadly 2020 border clash continue to simmer.
Thu, Mar 14, 2024
WORLD ENERGY OPINION
Limits of Power: The US Military Response to the Houthis
The US experience with the Houthis is a case study on the limits of power, argues Scott Ritter in this opinion piece.
Mon, Mar 11, 2024
ENERGY COMPASS
South China Sea Clashes, Argentina's Democratic Challenge
The Philippines and China clashed this week in the South China Sea, raising questions about the future invocation of a 1951 US-Philippines mutual defense treaty.
Thu, Mar 7, 2024
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