See especially (i) my second response re. China’s big risk regarding repayment of its $100b loans, collateralized with a promised flow of Venezuelan oil, and equally (ii) Janiv Shah’s first comment, on the more immediate China impact. It was a pleasure to be on with the well known oil expert Janiv Shah, VP RystadEnergy.
Continue reading-
Join 244 other subscribers
-
-
One-TimeMonthlyYearly
one-time
monthly
Annual
Choose an amount
€5.00€10.00€50.00€5.00€7.50€10.00€5.00€15.00€50.00Or enter a custom amount
€
Thanks for aiding more analysis, more often! (Consider engaging me for a talk.)
Thanks for aiding more analysis, more often! (Consider: engage me for a talk.)
Thanks for aiding more analysis, more often! (Consider: engage me for a talk.)
DonateDonate monthlyDonate yearly -
Recent Posts
- My Al Jazeera| Venezuela: China’s $100b oil-debt conundrum & Trump| With Janiv Shah, VP Rystad January 8, 2026
- My ntv.de| So schwer ist es, Venezuelas Ölinfrastruktur zu retten| How hard is it to restore Venezuela’s oil infrastructure January 6, 2026
- My bTV| On the Trump administration’s Venezuela logic: drugs, migration & oil (partly vs Russia). Both Maduro’s regime & Machado’s opposition sit & wait. January 2, 2026
- My Kanal24 Kyiv | Oil War: Ukraine-US escalation could ruin W. Siberian fields. As Putin nixes peace deal, Trump faces a decision. December 27, 2025
- “Bone-crushing” & “draconian”: The law that could choke Putin’s oil revenues. [My interview with Norway’s ‘Kapital’] December 15, 2025
- My CNN live: Why Trump wants a Venezuelan oil boom | Venezuelans, living in misery, just want Maduro gone; eight million have fled. December 13, 2025
- Video: “Dismantling the Petrostate: Moment of Truth for Russian Oil?” | Our EIES Webinar November 19, 2025
- The US & Ukraine pound Russian oil | my Kanal24, Kyiv November 17, 2025
- JOIN Webinar! – Dismantling the Petrostate: Moment of Truth for Russian Oil? – Mon,10 Nov. November 7, 2025
- NUCLEAR ENERGY IN CENTRAL ASIA, Opportunity Institute, Warsaw, 4-5 Sept. I will co-chair. September 1, 2025
- My Kyiv Kanal24: Ukraine’s drones hit Russian refineries hard. USA apparently blocks hits on oil ports. Why? August 27, 2025
- My Ukraine Ch24 TV: Seeing Trump can kill his oil sales, Putin asked talks | “Bone-crushing” tariffs on Russian-oil buyers during a market glut can be very effective August 13, 2025
- OIL WAR 2025 | Trump & Senate tout “bone-crushing” Russian oil sanctions. Interior Sec. Burgum aims at “permanent” ruin of Russian oil. Energy Sec. Wright sees shale & others replacing Russia. India & China are being confronted. August 6, 2025
- My Alarby [EN]: 30% EU tariff a Trump tactic. Talks go well despite EU weakness. Focus on autos, agriculture & pharma. EU drops digital | Mutual problem is China | Trump persists with Miran’s strategy July 16, 2025
- My TRT-London | With air defenses & proxies decimated, USA-Israel can bomb Iran at will, killing nuclear & missile programs, and its negotiating hand | Trump, Gulf eye Abraham Accords era July 1, 2025
- “12-Day War”: Why no energy crisis? Iran regime was cornered. Seeing USA’s limited aims, it dared not escalate, gave up. | My Al Jazeera comments June 26, 2025
- My TRT | Türkiye gas-hub? Egypt LNG deal & Black Sea find, but EU still not asking for Russia-replacing Azerbaijani or Turkman gas | With Aura Sabadus & Oktay Tanrısever May 25, 2025
- My TVP live: Merz election drama. Merz visit to Tusk reevokes security & migration frictions. If Merz fails to halt German deindustrialization, Poland too faces crisis. May 10, 2025
- Yo en radio en vivo: TRUMP, RUSIA, UCRANIA: ¿PAZ? | Buenos Aires, Londres, Paris, Madrid, Berlin, Sao Paulo, La Paz y Washington (EN transcript added) May 2, 2025
- My analysis in Newsweek: How Trump can cripple Russian oil, if he decides to April 24, 2025
- Analysis: The USA & China each have failings preparing for a trade war (from Poznan) April 22, 2025
- My Asharq-Bloomberg: (1)Trump is following Miran’s tariff strategy (2)My reply to Jeff Sachs on US dollar role (3)Tariffs boost EU deindustrialization & (4)turbocharge German auto-crisis (5)Trump’s EU energy-purchase demands April 12, 2025
- My LRT.lt Lithuania interview: As Baltic states quit Russia’s grid, someone’s cutting their undersea cables & pipes | Baltics: Beware German-style overdependence on variable renewables April 9, 2025
- My Al Jazeera: The EU will retaliate against Trump’s arbitrary tariffs | Attacking allies, Trump dilutes fight vs. real threats from highly subsidized Chinese exports. April 4, 2025
- My Dublin talk: “The role of renewables in securing Europe’s energy” [at EU Commission Representation, Polish Presidency event] April 1, 2025
- My Q1 Polish press: |1|Does Germany want Russian gas back? |2|Green Deal model has a tech problem. |3|German deindustrialization: bankruptcies up. |4|Warsaw, Paris & London must act fast for Ukraine! March 19, 2025
- Analysis: Vance saw Zelensky as publicly rearguing an agreed deal |Trump will force or flatter his plan on Ukraine & Russia, as needed March 11, 2025
- My NATO ARW talk in Montenegro: The Green Deal’s infrastructure model caused the 2025 gas crisis February 20, 2025
- Our Gdansk chat: Baltic energy risks | USA ousting China from post-war order | “Transition” will be simple: nuclear & mass-transit. “Critical” minerals overblown | EU’s failing model: all-renewables, new grids, grid-storage & EVs | Poland’s risk: China uses Russia February 7, 2025
- My TVP: To cripple Putin, Trump can sanction oil ports, let Ukraine strike them / Seeking a new North Stream deal is Merkel 2.0; realism is a new, nuclear ‘Green’ Deal February 3, 2025
- My Asharq-Bloomberg: Ukraine OKs Azerbaijani-only gas transit; Orban & Fico vote Russian sanctions | Trump could crush RU oil if Putin won’t deal January 28, 2025
- My interview at Lithuania’s LRT: Trump could seriously harm Russia if he wants to | Trumpas, jeigu tik norėtų, galėtų stipriai pakenkti Rusijai January 15, 2025
- My two Sky News: Russian gas via Ukraine not needed: 1) EU has won initial Energy War. 2) But, crisis continues: Volatile EU wind/solar gobbling gas, boosting prices & deindustrialization. Green Deal needs reform. 3) Trump’s demand EU buy more US LNG has seller & buyer risks. January 3, 2025
- My Asharq/Bloomberg: European gas surplus slashed as (1) Russian gas via Ukraine ends, (2) low wind & sun starve renewables. Yet the EU rejects new long-term gas import deals, betting on green-hydrogen. [EN/AR] December 29, 2024
- Part 2: “Does EU Climate Policy Need Evolution or Revolution? What Should We Change in the Green Deal?” My critical remarks at “Energy Security in CEE Conference,” Warsaw December 27, 2024
- Part 1: “Does EU Climate Policy Need Evolution or Revolution? What Should We Change in the Green Deal?” My critical remarks at “Energy Security in CEE Conference,” Warsaw December 19, 2024
- My BiznesAlert: German elites have no idea how to get out of the crisis / Ekspert dla Biznes Alert: niemieckie elity nie mają pomysłu na wyjście zkryzysu November 21, 2024
- My PAP, Poland: “Expert: EC recommendation to reduce greenhouse gas emissions by 90% by 2040 is fantasy” / “Ekspert: zalecenie KE redukcji emisji gazów cieplarnianych o 90% do 2040 roku to fantastyka” November 14, 2024
- NAPEC ’24, Oran: Why does the EU insist Algeria develop hydrogen & a big pipeline despite Equinor & Shell refusals due to “no customers”? October 23, 2024
- My Al Watan(Cairo): Iran would seek global energy crisis if an Israeli/USA strike threatened regime survival | IEA warns on EU winter gas October 12, 2024
- My BBC(Cairo)+Alhurra(Wash DC): What if Israel bombs Iran’s oil? Does Israel have an end strategy? “Smite enemies, repeat in 10 years”? October 7, 2024
- My Newsweek interview (USA): India won’t buy Russia’s USA-sanctioned ‘Arctic LNG2.’ A big blow to Putin. October 6, 2024
- What if Israel bombs Iran’s oil? Four points on market & geopolitics. Video-Warsaw 03oct24 October 4, 2024
- My TRT Istanbul: Turkey’s new Shell LNG imports are “a big deal,” with Tom Marzec-Manser, ICIS September 11, 2024
- My Al Qahera, Cairo: Germany’s VW auto crisis, Green Energy Errors & Deindustrialization (English/Arabic) September 4, 2024
- At ‘Berlin Energy Forum,’ 2 Sept., I’ll argue: Germany’s green-hydrogen import strategy is unrealistic & ignores African needs September 1, 2024
- My TRT Istanbul: Türkiye’s African Energy & Geo Strategies. Somalia & Niger gas & mineral deals. August 9, 2024
- My Briefing Paper for USA House Foreign Affairs Committee hearing, “… Ending Global Dependence on Putin’s Nuclear Energy Sector.” April 29, 2024
- 1st “Berlin Energy Forum” 21 May | A monthly disruption of the local ‘energy echo chamber.’ April 22, 2024
- Jerusalem Post asked me: “Why can’t Israel make unilateral decisions on its multifront war?” April 19, 2024
The Global Barrel 