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Latest Reports and Analysis

Latest Analysis / Retainer Services

Executive Focus - Trump, Gas and Geopolitics: How much Russian gas could be exported under a “peace” deal?

Published: 8 November, 2024

Highlights:

President-elect Trump says he will make a deal to end the Russia-Ukraine war. While unlikely, we consider
how much Russian gas could return to Europe under a “peace” deal.
We expect that 1.0-1.5 Bscf/d of pipeline gas could flow to Europe, likely through Ukraine and under short- to
mid-term ...

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Previous Issues

November 8, 2024

Executive Focus - Trump, Gas and Geopolitics: How much Russian gas could be exported under a “peace” deal?

October 17, 2024

Executive Focus - Down to the Wire: An update on what a Trump win would mean for energy markets

September 27, 2024

Executive Focus - Just the Facts: What exactly is OPEC+ facing?

September 17, 2024

Executive Focus - Reflections on APPEC week in Singapore

July 5, 2024

Executive Focus - LNG Supply Ahead: A Massive Wave or Manageable Ripple?

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