A wide-ranging interview on the “perfect storm” of low prices from low demand plus rising production, the Saudi market strategy and some geopolitical implications.
-
Join 2,407 other subscribers
-
Recent Posts
- My Asharq: Russian oil to India, 40% of imports, ousting traditional suppliers. Borell wanted resale into EU stopped. OPEC: Investments must surge before Q3/Q4 Asian demand-&-price rise. 14.May.2022
- My Asharq with Saudi expert: MENA green hydrogen exports will be inefficient & counter-productive for climate. Renewables still almost “nonexistent”, nuclear is pragmatic. 14.Apr.2022
- My Sky News: Germany-Mauritania green hydrogen plan is complex, costly & slow. Not mentioned: Mauritania & Senegal to soon export LNG. 14.Apr.2022
- EU/G7’s Russian diesel price cap is on. Now, as prices rise, Ukraine’s allies can squeeze Putin’s revenues, short of a price spike. Putin’s no longer decides his business terms. 14.Feb.2022
- My Asharq: EU & G7 debate Russian oil-products’ caps. Two-caps needed by 5 February. High impact likely later this year. 14.Jan.2022
- My Kyiv Post | Opinion Exclusive: “Reflections on Scholz’s Leopards’ Stalling Strategy” 14.Jan.2022
- My Asharq: Will Iraq be able to supply Germany natural gas? Not likely soon: Iraq has risky 40 % reliance on Iran gas, just like Germany’s was on Russia. Also, Iraq announced the same contract to capture flared gas 3X in six years, with little progress. 14.Jan.2022
- My Al Jazeera | Germany takes first USA LNG | Putin suffers Winter setback in energy war vs EU, likely lasting to 2026-27 | This is a 2nd front of Russia’s failing Ukraine War. 14.Jan.2022
- My DW live: Russia ban on oil sales to price-cap nations has no significant effect. Russia will be selling less oil over time & sanctions complicate shipping insurance. Meanwhile, Ukraine-allies’ price cap encourages India & China to demand lower prices from Russia without officially joining cap. 14.Dec.2022
- My Al Jazeera: Putin’s decree banning oil sales under the cap is “a bit of bravado.” – The EU/USA can squeeze Russia by “stepwise lowering the cap” & “bringing other, new oil online.” 14.Dec.2022
- Roundtable, London asked us: “Is the US making a profit from the conflict in Ukraine?” — In my view, this complaint reflects Scholz & Macron’s continued longing to escape the USA’s transatlantic strategy towards Russia & China. 14.Dec.2022
- My Aljazeera [English] Today’s start: EU sanctions Russian imports & G7-EU price-cap. As USA planned: no market shock. 14.Dec.2022
- EU sets $60 Russian-oil-price cap. What now? [My Al Jazeera & Asharq (Blmbrg) interviews] 14.Dec.2022
- My Al Jazeera: EU debates where to set Russian oil price cap. Over time this price “will be lowered as [new oil] comes online,” shrinking Russia’s market. “The Americans just don’t want a shock removal.” 14.Nov.2022
- My Polish press interview: “Europe can replace Russian oil & gas by 2027” but “in war there are casualties” (Pl. & Eng.) 14.Nov.2022
- My Doha talk: Europe’s energy crisis: another front of Putin’s Ukraine War – & the GCC 14.Nov.2022
- My DW: Will the gas-price cap keep firms in Germany? BASF & German politicians’ years-long energy policies have collapsed. 14.Nov.2022
- Our TRT/Istanbul: Will Turkey be Russia’s new gas hub to Europe? Can Putin save his gas sector? What’s Erdogan’s game? 14.Oct.2022
- Our TRT London: Can Moldova escape Russian energy dependence? 14.Oct.2022
- My Al Jazeera: Costa, Sánchez & Scholz, in Berlin, demand Midcat gas pipe via France. They’ll confront Macron at EU Council, 20-21 Oct 14.Oct.2022
- Al Ghad/Cairo: Putin tempts Erdogan, “Take Nord Stream gas at a Turkish hub. Sell EU my gas. Forget NATO.” Putin’s ‘Gas Godfather’ games become pathetic. 14.Oct.2022
- Video | European Energy Crisis panel at Montenegro’s 2BS Forum, with Prof Alan Riley, me & moderator Jasmina Kos 14.Oct.2022
- Kyiv Post: “What to Expect in the Energy War? Interview with Expert Thomas O’Donnell” 14.Oct.2022
- My Al Jazeera: Washington picked a pointless, populist fight with the Saudis over OPEC+ cuts 14.Oct.2022
- Asharq TV: I debated Moscow expert Kirill Semyonov on the Nord Stream 1 & 2 explosions: “A suspect (Russia) cannot be an investigator.” 14.Oct.2022
- My Sky News: Are EU Measures vs the Russian Oil- & Gas-War Enough? 14.Oct.2022
- Financial Times quotes me: Germany embraced Russia’s energy for “strategic balancing” vs USA 14.Oct.2022
- My TVP, Warsaw: Assessing Energy Supplies in the EU’s Energy Crisis vs Russia. 14.Sep.2022
- My Al Jazeera: I was asked to assess Pres. Von der Leyen’s proposals on the energy crisis | Sharing hardships fairly is the key to unity. 14.Sep.2022
- Al Jazeera’s video on my view: “What does Russia’s gas cut mean for Europe?” 14.Sep.2022
- I’m cited The New York Times | Putin is wielding his gas weapon vs the EU while he still has it. The energy war will be fierce. 14.Sep.2022
- My Asharq: Russia’s War is driving MENA shortages, inflation & unrest | How Moscow uses “denazification”+”food aid” lies. What can MENA states do? 14.Sep.2022
- My DW: On OPEC+ decision & the EU’s Russian-gas price cap || AL JAZEERA: I debated Moscow expert on Putin’s try to divide EU on gas. Gemany will never trust Russian energy again; & it is rearming. 14.Sep.2022
- On Al Jazeera with expert in Moscow | Putin wants a “compromise” for gas. Like what, Donbas? Odessa?- In my view, EU citizens will choose the cold … & their dignity. 14.Aug.2022
- My Al Jazeera: Russia cuts Latvian gas; but Baltics & Poland prepared, with LNG facilities. German leadership ridiculed them. | Putin is using energy blackmail to fight sanctions imposed on Russia for his Ukraine war. 14.Jul.2022
- My DW TV: Why Putin cuts EU gas bit-by-bit? Can Germany handle it? Wind’s low, so we’re buring gas! | Many EU states warned Berlin: “Don’t open our door to Putin’s Trojan horse!” 14.Jul.2022
- Putin cuts Nord Stream1 to 20%. Gas is Moscow’s key economic lever: Exports earn much less than oil & EU needs two-to-four years to replace it | USA-EU should hit Russian oil harder 14.Jul.2022
- Roundtable Invite/Einladung: Threat of Russia-Gulf States oil price war for Asian market? Berlin, Bundestag Press House, 28 July. [Deutsch/English event] 14.Jul.2022
- My Euronews: Nord Stream1 back on. Putin knows EU will be free of Russian gas in couple years; he’ll weaponize it while he still can. Killing EU-Ukraine solidarity is the target. 14.Jul.2022
- Is a lack of oil refineries boosting global fuel prices? Al Jazeera asked us, in Houston & Berlin 14.Jul.2022
- Al Jazeera asks: What if Gazprom cuts Nord Stream1? EU strategy rests on solidarity. | As Putin’s EU gas trade dies, he can weaponize it once or twice more. 14.Jul.2022
- Al Jazeera: Former Russian Foreign Minster A. Fedorov & I are interviewed: A Putin Gas War vs EU? | Me: This would be another huge Putin tactical blunder. EU citizens will not be intimidated, will unite, blaming Putin. 14.Jul.2022
- My Al Jazeera. Turbine-in-Canada: Germany gets it back for Russia. Ukraine objects | EU gas crisis looms: Winning this economic war will have costs 14.Jul.2022
- My Asharq(Bloomberg): What if Russia cuts off EU gas? Do sanctions hurt Russia? How’s Putin’s oil going to India? “This is Putin’s energy war to win his Ukraine war.” 14.Jul.2022
- My AlJazeera: Russia cuts exports via Nord Stream 1 by 60%, further weaponizing EU over-dependence, as part of its war against Ukraine. EU winter gas rationing is possible. 14.Jun.2022
- My DW live: Gazprom Germania bailout: German policy made EU hostage to Russian energy, enabled Moscow’s Ukraine war | German strategy 1980-2022 was “strategic balancing” of Russia vs USA to carve out a space for its freedom of action within sphere of USA predominance. 14.Jun.2022
- My Al Jazeera: After EU (finally!) puts sanctions, the Saudis & OPEC move quickly to occupy Russia’s lost market shares | The world has abundant oil to develop [EN audio/AR video] 14.Jun.2022
- AlJazeera live: EU failes to agree on Russian oil embargo. With months of oil in storage, Druzhba inland refineries are no excuse. 14.May.2022
- Asharq live: No EU embargo agreed vs. Russian oil. Some too cautious (Germany), others pro-Putin (Hungary). Yet, EU has months of oil in storage. [EN audio, AR video] 14.May.2022
- My Al Jazeera: Finland, the Baltics & Poland prepared well for Gazprom’s cutoff. Germany & Austria did the opposite, putting EU at risk. 14.May.2022
The Global Barrel 