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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 COMPASS
Washington, Kyiv at Loggerheads Over Attacks on Russian Refineries
US disapproval of strike on Russian refineries is causing great consternation and frustration in Ukraine.
Thu, Apr 11, 2024
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OIL MARKETS BRIEFING
Russian Exports: March Crude Shipments Climb on Refinery Outages
Downstream outages compelled Russia to lift crude exports in March despite a pledge to Opec-plus to cut.
Fri, Apr 5, 2024
ENERGY INTELLIGENCE NEWS
Ukrainian Drone Hits Russia's Third-Largest Refinery
The hit on Russia's Taneco refinery is Kyiv’s first such long-distance attack deep into Russian territory.
Tue, Apr 2, 2024
PETROLEUM INTELLIGENCE WEEKLY
Refinery, Export Troubles Could Force Russian Production Cut
Without a second-quarter production cut, Russia risks a considerable crude glut in its domestic market.
Thu, Mar 28, 2024
ENERGY INTELLIGENCE NEWS
Russia Schedules Lower Diesel Exports for April
Russia will export less diesel in April due to drone attacks on refineries in the first quarter, but the decline will not be large.
Thu, Mar 28, 2024
News & Analysis
Latest News
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
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 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
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
Latest Analysis
ENERGY COMPASS
Energy Stakes High in US' Russia Policy
US sanctions pressure and Ukrainian drone strikes on Russian energy facilities are combining to cast uncertainty over Russian oil supply.
Thu, Mar 28, 2024
ENERGY COMPASS
Russian Energy Sector Feels the Sanctions Heat
Sanctions are starting to bite harder on Russia's energy sector, apparent in both immediate and longer-term impacts.
Thu, Mar 28, 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
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
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, Apr 3, 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
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Alternative View
A challenge to mainstream geopolitics
WORLD ENERGY OPINION
North Korea Goes Ballistic
In this opinion piece, Scott Ritter examines Pyongyang’s recent missile program progress and its implications for Western security.
Tue, Apr 23, 2024
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>
ENERGY COMPASS
Pakistan-Saudi Stars Align, Chad Fuels France's Sahel Woes
Riyadh's pledge to invest $5 billion in Pakistan reflects the renewal of historic ties and Saudi fears about Pakistan's economy collapsing.
Thu, Apr 18, 2024
ENERGY COMPASS
Armenia Tries to Look West, Turkey's Ruling AKP Licks Its Wounds
The US and EU are courting Armenia as its ties with Russia continue to worsen, with Brussels offering €270 million in economic support.
Thu, Apr 11, 2024
ENERGY COMPASS
North Korea Nixes Japan Summit, Macron-Lula Bromance Falls Short
The outlook for a North Korea-Japan summit was never particularly good, and Pyongyang was quick to shut it down.
Thu, Apr 4, 2024
WORLD ENERGY OPINION
Are US, Israel Heading for Divorce?
Shifting global priorities coupled with turbulent domestic political realities, have caused the US stance on Israel to shift.
Mon, Apr 1, 2024
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Mideast Energy Supply: The Risks of Disruption
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