Russia conflict: pain and suffering?
This 13-page on note presents 10 hypotheses on Russia’s conflict implications in energy markets. Energy supplies will very likely get disrupted, as Putin no longer needs to break the will…
Russia conflict: pain and suffering?
This 13-page note presents 10 hypotheses on Russia’s horrific conflict. Energy supplies will very likely get disrupted, as Putin no longer needs to break the will of Ukraine, but also…
Russia: a breakdown of export revenues?
This data-file breaks down Russia’s export revenues, import country by import country, looking across oil, gas, coal, steel, aluminium, copper, gold, aluminium, ammonia, agricultural products, other metals, materials and manufactured…
Global oil production by country?
…by almost +1Mbpd/year over the past two-decades, led by the US, Iraq, Russia, Canada. Oil market volatility is usually very low, at +/- 1.5% per year, of which two-thirds is…
Energy self-sufficiency by country and over time?
…(2x), Indonesia (2x), Russia (1.7x), Canada (1.7x). Energy self-sufficiency can also be estimated on a net basis, by summing up the share of total useful energy consumption, by resource, that…
Global electricity prices vs. CO2 intensities?
…is another outlier on the chart. Its grid has the same CO2 intensity as Russia’s or Pakistan’s, yet its retail electricity prices are 5-7x higher. Or stated another way, Germany’s…
European shale: an overview?
…Europe, which has large, high-quality shale resources, high continued reliance on coal (Poland, Bulgaria) and a growing desire to avoid Russian reliance. Ukraine has the best shale resources in all…
Oil and War: ten conclusions from WWII?
…entire future of the 20th century would also be partly decided by ‘who got there first’ in the liberation of Nazi Europe. Thus, Russia’s sphere of influence, was decided in…
All the coal in China: our top ten charts?
…zero’ scenario. Alternatively, might China ramp its coal to cure energy shortages, especially as Europe bids harder for renewables and LNG post-Russia? Today’s note presents our ‘top ten’ charts on…
India: electricity demand and power grid over time?
…growth rate of 5% per annum (chart below). Russia’s invasion of Ukraine has not helped, as Europe’s sudden thirst for LNG has pulled gas away from emerging world geographies. India’s…