Category Archives: natural gas

My Kyiv Kanal24: Ukraine’s drones hit Russian refineries hard. USA apparently blocks hits on oil ports. Why?

Dear colleagues and friends — there are two key energy aspects in this detailed interview with Nataliia Lutsenko of Channel 24, an all-news TV channel from Kyiv: (1) Ukraine’s attritional war on Russia’s domestic oil sector and (2) whether Ukrainian long-range drone capacities will be called upon (viz., permitted by the USA) to accomplish what the new US policy of ending Russian oil exports seeks to accomplish through secondary tariffs. Elaborating:

(1) Domestic Russian oil refining capacities: I explained that, If Ukraine can sustain these new drone attacks at a faster rate than Russia can repair them, this will be a major blow to the supply of diesel fuel required by the Russian war economy, especially to war industries, railways (i.e., to locomotive fuel), for harvesting of crops this fall, and to supply the war front and occupied Ukraine. The last time this was tried on a large scale, roughly two years ago, Ukraine caused significant hardships to Russian refining, but ultimately it did not achieve sustained damage at a rate necessary to collapse Russia’s immense national refining capacity. However, as I pointed out to Nataliia, Ukraine’s drone production and sophistication is now greater, and chances of success therefore better. We should know in some weeks or perhaps a few months if Ukraine can now overwhelm Russia’s repair capacities.

Already, fuel prices have spiked in Russia, with Moscow deciding to insure refiners receive a special subsidy they would otherwise not get due to high prices they are charging for fuel, to address difficulties with the renewed drone war. (Russian Refiners Hit Rough Patch, Hope for State Support, E.I., 20August25, [paywall].)

(2) Russian oil export capacities: Why does Ukraine’s war on the Russian oil sector not include destruction of Russia’s three westward facing oil ports, the terminals it uses to export the overwhelming bulk of its oil exports? These are Ust-Luga and Primorsk in the Baltic, and Novorossiya on the Black Sea. Why has the oil export capacities of these ports essentially never been hit?

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“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

The ceasefire Trump brokered will hopefully end this “12-Day War.” I want to discuss here why this war did not trigger a global energy crisis. [Here’s what I said about this to Al Jazeera last week, in the last five paragraphs. A PDF is also embedded below. I’ll also post a TRT-London show on Iran’s nuclear strategy, recorded Tuesday, soon.]

To assess the risk to energy supplies, understanding the aims of the combatants is key. Throughout this war, it was the USA-Israel side setting the agenda, and there were two strategic aims they could pursue. One was to “only” destroy Iran’s nuclear program and its existing conventional regional power-projection capacities. The second was to go beyond this to undermine the viability of the Islamic Republic, up to forcing a regime change. Why do I say this?

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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

My comments are linked here:: -1- 02:21, -2- 06:52 -3- 14:30 -4- 20:50, but hear Aura & Oktay too!

I was happy to address Türkiye’s push to become a gas hub: both for its own domestic security of supply, and to become an indispensable supplier to the European market. I was on with esteemed gas-sector analysts Aura Sabadus and Oktay TanriseverI, and host Yusuf Erim. TRT is a state-supported Turkish national broadcaster. The Turkish, East Med, Central Asian, Caspian regions involved are fairly complex, and I will simply let the interview speak for itself. Turkey is making progress but needs to end market-price setting, as Aura Sabadus stressed – and I agreed, as well as further diversification of supplies. I stressed the self-destructive EU lack of interest in long-term new pipeline gas from Azerbaijan and Turkmenistan it could indeed contract for, which would all transit Turkey.

You will see (my 3rd answer) that I raised again my view that Europe will become ever more deeply in need (i.e., dependent) on natural gas imports, but is acting rather “schizophrenic” about this. Brussels et al seems not to be willing to face this reality. Natural gas importance and its geostrategic nature will only increase due, perhaps counter-intuitively, to EU over-dependence on renewables. But, where is the urgency, then, to sign long-term pipeline-gas contracts from neighboring states via a developing Turkish gas-sales hub? Such supplies would generally be cheaper than LNG imports, especially if the LNG is purchased on short-term spot markets. Indeed, even its main pipeline supplies now, from Norway, are reportedly mainly via short-term spot purchases (See Morten Frisch, Norwegian gas-sector veteran). I find this astonishing for both price and security of supply.

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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

Credit: Vėjo jėgainė | J. Stacevičiaus / LRT nuotr.

My gratitude to LRT.lt journalist Vaida Kalinkaitė-Matuliauskienė for this in-depth print interview. We spoke just after Baltic states had disconnected from the Russian-Belarus electrical grid, BRELL, and had connected with the European grid. This was a complex and costly project, executed rapidly and flawlessly. [My comment continue below, after the English (first link) and Lithuanian (second link) versions:]

If you had stayed in BRELL, it would have been much easier for Russia
[a Google translation PDF]12 Mar 2025 — Of course, this zone is not only yours, it is connected to the European Union (EU). Thomas O’Donnell | Warsaw Conference “Energy Security in the Middle and… || LRThttps://www.lrt.lt › Verslas ||

jeigu būtumėte likę BRELL, Rusijai būtų daug lengviau
12 Mar 2025 — Žinoma, ši zona ne tik jūsų, ji sujungta su Europos Sąjunga (ES). Thomas O’Donnell | Varšuvos konferencijos „Energetinis saugumas Vidurio ir… || LRThttps://www.lrt.lt › Verslas || Translate this

The Baltic states’ impetus was obvious: a deep mistrust of Russia after its 2022 cutoff of half of all European gas imports intended to pressure EU states to abandon solidarity with Ukraine as Russia invaded it. So, switching to the European grid is a great relief. However, the dangers haven’t ended.

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My Dublin talk: “The role of renewables in securing Europe’s energy” [at EU Commission Representation, Polish Presidency event]

I felt greatly honored to speak in Ireland, the home of my ancestors, at a high-level Irish-Polish event, invited by the Polish embassy as part of Poland’s Presidency of the European Council. [Spoiler alert: my assessment of the Green Deal’s impact on EU energy security and competitiveness was highly critical. And, I called for a radical reform, modeled on the 1970-80’s French Messmer nuclear program, the response to a similarly dire European energy and competitiveness crisis.]

For Ireland we had Secretary General Oonagh Buckley and Wind Energy Ireland CEO Noel Cunniffee; for Poland, Daniel Piekarsky, Head of Energy Security Unit in the Foreign Ministry, and myself, Global Fellow of the Wilson Center, Washington (external) working in Europe, from Berlin.

Our moderator, from the Polish Embassy, Dublin, was the Polish diplomat and patriot, Dr. Jacek Rosa — a good friend, with whom I had the great pleasure of closely collaborating, for several years, in opposition to the Russian-German Nord Stream 2 gas-pipeline partnership, before the 2022 full-scale invasion of Ukraine. Below is the lineup, the initial invitation and some pictures. The event was off-the-record, so I show here only my own, slightly redacted talk.

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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!

Opening of Nord Stream1 pipeline, 2011. Gazprom via PAP

Below are links to 12 articles that appeared in the Polish press in the last few months, interviewing or quoting me on four topics I feel are important. The topics are listed in the title above.

The links are below, sorted by topic. The first or left column has English translations of the titles, and the second or right column has the original Polish — which unfortunately I don’t speak! If you follow the links, Google Translate or Deepl will translated the Polish articles pretty well into English. My special thanks to the intrepid Polish journalist, Artur Ciechanowicz at BiznesAlert in Warsaw for his interviews in the list. (I also had about 33 quotes or interviews in several other languages since December [1]).

ENGLISH titles and links:

  1. On German (far-right) & USA (Trump) each plotting a Russian gas return to Germany
    • A former Stasi agent lobbies for the resumption of Nord Stream. Expert: One of the gas pipeline lines ready to be launched,, By,: Artur Ciechanowicz, March 3, 2025, biznesAlert.pl
    • Some EU countries believed that Gazprom gas would be in Europe forever BiznesAlert.pl
    • “Like a Drug Addict Returning to Heroin.” Analyst on the Idea of ​​Unblocking Gas Imports from Russia to Europe, Author: Artur Ciechanowicz, February 1, 2025, 07:21
  2. Failures of EU Green Deal on technology and energy security.
    • American expert: recommendation to reduce emissions by 90 percent by 2040 is “fantasy” | Energetyka24
    • Expert: EC recommendation to reduce gas emissions is fantasy wpolityce.pl
    • Unrealistic EU climate plan. Expert opinion crushes – Super Business
    • “Rearranging deckchairs on the sinking Titanic”. Expert slams the eco-target dictates of Brussels Eurocrats PCH24.pl
  3. Trump, EU & Poland: Ukraine War crisis.
    • First talk with Putin. Trump has visions of ending the war in Ukraine | Newsweek Jan 21
    • How Trump Can Bring Down the Russian Economy: Analysts: He Has an Arsenal of Means to Do It, By Artur Ciechanowicz, Jan 24, 2025 | Biznes Alert
    • Trump may use [oil] sanctions to finish off Moscow, which is running out of money for the National Welfare Fund. – 16 January 2026 UBN
    • Expert: Washington, London, Warsaw should work quickly. Kiev can’t afford to be patient – Dziennik.pl
  4. German deindustrialization: Energy & economic crisis
    • Major shoe retailer goes bankrupt A sharp increase in bankruptcies in Germany

Polish titles and links:

  1. First topic.
    • Agent Stasi lobbuje za wznowieniem Nord Stream. Ekspert: Jedna z nitek gazociągu gotowa do uruchomienia biznesalert.pl
    • Część krajów Unii uwierzyła, że gaz z Gazpromu będzie w Europie na zawsze BiznesAlert.pl
    • “Jak powrót narkomana do heroiny”. Analityk o pomyśle odblokowania importu gazu z Rosji do Europy | BizNes Alert
  2. 2nd Topic
    • Amerykański ekspert: zalecenie redukcji emisji o 90 proc. do 2040 r. to „fantastyka” | Energetyka24
    • Ekspert: Zalecenie KE redukcji emisji gazów to fantastyka wpolityce.pl
    • Nierealny plan klimatyczny UE. Opinia eksperta miażdży – Super Business
    • “Przestawianie leżaków na tonącym Titanicu”. Ekspert nie zostawia suchej nitki na eko-dyktaturze brukselskich eurokratów – PCH24.pl
  3. Third topic
    • Donald Trump chce uchronić świat przed III wojną światową | Newsweek
    • Jak Trump może złamać rosyjską gospodarkę?
    • Trump may use [oil] sanctions to finish off Moscow, which is running out of money for the National Welfare Fund. – UBN
    • Ekspert: Waszyngton, Londyn, Warszawa powinny szybko działać. Kijowa nie stać na cierpliwość – Dziennik.pl
  4. Fourth topic

Notes:

  • [1] Other than being cited/interviewed in Poland, I was also quoted elsewhere about 33 times so far in 2025, mainly in the USA, with many then translated to languages of Europe, Asia and Latin America. I never know what to do with all these print interviews. Here at GlobalBarrel.com, I often publish videos of some of my live-on-air expert commentary, usually accompanied by a detailed blog post. So, my idea is I will make a new tab at the top of the GlobalBarrel.com site, next to the “About Me” tab, where I can simply list link to my recent press citations or Op-Eds. [Back to text]

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

This is in English, after Eugene Romer of Układ Sił media introduces me in Polish. This was at the “3 Seas -1 Opportunity Forum” in Gdansk, last June 4-5, 2024. I have been wanting to post it ever since, as the questions remain relevant. My thanks to Eugene and his team, and to his Opportunity Think Tank colleagues.

My panel at the forum was on problems of relying on energy security that arrives via the sea. So, think Poland and Lithuania’s LNG terminals, of the many sub-sea pipelines, power and communications cables between Baltic and Nordic states. And, since June, all the incidents where ships leaving Russian ports “accidentally” dragged their anchors, cutting such vital links. So, this conference was rather prescient. My sincere thanks to our hosts The Opportunity Institute for Foreign Affairs.

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My interview at Lithuania’s LRT: Trump could seriously harm Russia if he wants to | Trumpas, jeigu tik norėtų, galėtų stipriai pakenkti Rusijai

My long print interview at Lithuania’s LRT [Lithuanian PDF | English PDF​] with Aleksandra ​Ketlerienė, deputy editor-in-chief of Lithuania’s LRT.lt, published 7January. We spoke in Warsaw, 19 November. My thanks to Aleksandra for her insightful questioning and editorial care. We discussed:

  • The EU’s systemic energy​-policy “own goals” ​since its initial energy-crisis win ​after Moscow began cutting gas exports early in 2021​.
  • Reforming failed/ineffective Russian price-cap sanctions for real sanctions, and how the global oil market is now favorable for “maximum pressure.”
  • Historical perspectives on oil, gas, renewables, and nuclear sectors, essential for realistic policy formation.
  • An historical overview of China’s decades-long effort to overcome its energy security, learning lessons of Japan’s WW2 weaknesses.
  • (​See topics summary))
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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.

1st row: English (my voice). 2nd row: Arabic (all). EN transcripts below.

EN SkyNews 01.01.25
EN SkyNews 02.01.25
AR SkyNews 01.01.25
AR SkyNews 01.01.25
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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]

English voice-over version.

I appeared alongside Dr. Hashem Aqel, Oil and Energy Expert, Associate Fellow at Oxford Institute for Energy Studies, who contributed several insights. Asharq News is the Mideast Bloomberg partner. My further analysis follows:

Arabic, original broadcast version.

The recent rise in EU gas prices and the rapid depletion of what had been a significant surplus in EU storage, is principally a two-sided story.

  1. One side is indeed about the impending cutoff of Russian gas, still flowing across Ukraine. This has been expected for months, and so is already largely priced in. Expectations of new transit across Ukraine of Russian-origin gas re-labelled as Azerbaijani was being negotiated. However, this deal fell apart, with the final nail in its coffin being when Ukraine’s President Zelensky asserted that Ukraine would not transit any further Russian-origin gas after 31 December unless payments to Russia are withheld until after the war ends. This seems a very reasonable demand for a country fighting for its survival against a Russian invasion. [See “Ukraine will not allow transit of Russian gas with Azeri label, Zelenskyy says, dashing Slovak hopes,” EuroNews, Jorge Liboreir 19 Dec. 2024.] This marks the end of the five-year contract, which was only agreed to at the last moment before New Year 2020, when the US Senate finally forced then-President Trump to agree to sanctions on Nord Stream 2 construction (I was in Kyiv, for Naftogaz, and on Ukrainian television, analyzing Washington sanctions, Kyiv-Moscow negotiations, and the pro-Nord Stream position of Berlin.)
  2. The other side is a story of yet another European energy own-goal, a consequence of its over-reliance on weather-dependent renewable energy generation. This overreliance has made its electricity supply increasingly volatile, in sync with the weather. In November and early December, especially north and western Europe experienced what the Germans call “Dunkelflaute“, a protracted wind and solar drought. Batteries can only substitute for perhaps 40 minutes, or at best an hour. So, the de facto long-term, grid-scale “storage” backing up Europe’s plethora of wind and sun generation is really just natural-gas turbine electrical generation plants. The reality of increased generation (and hence, electricity market) volatility and dependence on gas backup generation was analyzed this week in a data-driven manner by the Oxford Institute for Energy Studies. [See: “Dunkelflaute: Driving Europe Gas Demand Volatility” Energy Insight: 161, by Anouk Honoré and Jack Sharples, Senior Research Fellows, OIES, 2024/12.]
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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

This is a continuation of my remarks in Warsaw, on 18 November. Part 1, which posted on 19 December, reviewed failures to develop critical tech elements required by the EU Green Deal, a program modeled on the German Energiewende. I argued that, after decades of R&D efforts, these technology failures indicate the systemic failure of heavily renewable models, pointing to a need for “radical reform” of the Green Deal. I advocated for the historically proven Messmer model, which succeeded, some 40 years ago, in decarbonizing French electrical generation using nuclear power, without any need for new grids or long-term grid-scale storage tech.

Below, Part 2 (edited for clarity) focuses on the political intransigence of the new Von der Leyen commission, which is doubling down on the Green Deal’s renewable model. I argue this is not “reindustrializing” Europe or making it “more competitive” as claimed, but rather driving it into deindustrialization. This mirrors the process underway in Germany via its continuing push for new “green tech,” on the theory this should spark a broad new European industrial competitiveness. From an historical perspective, this is theoretical and practical nonsense – or so I argue. Critiques are welcomed. (PS, Happy holidays!)

Leon (moderator): So, I’m going to turn to Thomas again. You argued that that some form of radical overhaul is necessary, you know, with regards to the EU Green Deal, if I understand it correctly, and you’ve cited one of the issues is the complexity of the fact that there are certain technologies that haven’t emerged over the last 30 years that have just been growing incrementally rather than rapidly to meet our needs. But at the same time there’s seems to be some sort of political rationale for why this sort of revolutionary approach. How would you respond to that?

Tom: Yes, politically, I do think the new Commission presents a big problem for European competitiveness, for energy policy and security.

The new commission is anti-energy-policy reform

Firstly this is because Ms. Teresa Ribera, from Spain, is President Von der Leyen’s new chief executive vice-president.  She is in charge of attaining both the Green Deal and has also been given responsibility for “industrialization of Europe,” for making it competitive again.

The problem is, Ms. Ribera is a true believer in all-renewable energy systems, I would say a career-long renewable fundamentalist.

For example, she’s said to be so good at negotiating that she managed to get the Spanish nuclear industry and civil society to agree on a timetable to close all the Spanish nuclear power plants, and she’s very proud of this. This is politically and ideologically identical to what Mr. Robert Habeck, the German Green Party leader, who is energy and economics minister, carried out with the approval of Chancellor Scholz of the SPD-party. Habeck closed Germany’s last three nuclear power plants during a wartime, Russian-instigated, European energy crisis.

The fact that Von der Leyen fought hard to appoint Ribera and then put her in charge of the Green Deal and of European industrialization, and made her the most powerful commissioner, the executive vice president of the commission, shows that Von der Leyen, a member of the German conservatives, the CDU, has no interest in reform of the renewables model despite its suffering technological failures on several key aspects.

The problem is not that Europe has not had an industrial policy. Europe has had an industrial policy, one that has failed

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NAPEC ’24, Oran: Why does the EU insist Algeria develop hydrogen & a big pipeline despite Equinor & Shell refusals due to “no customers”?

I explain EU/German motives for seeking “green H2” import pipes, then (at time 11:30) questions I raised moderating at NAPEC re. EU-Algerian pipeline MOU.

Here’s my video from Oran, Algeria, after a very informative “Africa and Mediterranean Energy & Hydrogen Exhibition & Conference,” NAPEC 2024 (video highlights here). Two parts to my analysis:

First, (up to time 11:30) I explain the rationale and impetus for the EU drive for massive green hydrogen gas imports. This is primarily driven by Germany’s increasing desperation at being locked into over-reliance on weather-variable renewables, whose high prices are sparking its “deindustrialization,” especially after losing Russian gas pipeline imports due to Putin’s war on Ukraine, plus due to the own-goal shutting down of their zero-carbon, amortized (paid for) nuclear plants during the European energy crisis. (Note: I misspoke: “Grey” hydrogen would NOT have the CO2 stored, “Blue” would. Both are derived from natural gas.)

I also explain how this massive green hydrogen “fix” to “renewables fundamentalist” policy is a techno-panacea that simply cannot work. Then ..

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My Al Watan(Cairo): Iran would seek global energy crisis if an Israeli/USA strike threatened regime survival | IEA warns on EU winter gas

ENGLISH Interview | Al Watan, Cairo.  Thurs 10Oct24. 15 minutes
ARABIC Interview

At first, we focused on IEA warnings of a possible EU winder gas shortage due to supply-and-demand mismatches. I agree and expand on the IEA points.

Second, I explained that if Israel retaliates against Iran so strongly that it threatens the regimes survival, or is seen as intending to provoke regime change, then the Iranian leadership will have “nothing to lose” by in-turn escalating to the maximum. Aside from unleashing the maximum response of its proxies surrounding Israel, Tehran’s most potent weapon would be to spark a global oil and gas crisis.

Consider oil: Iran can either shut down the Straights of Hormuz (or simply make them unsafe for tankers) and/or, it can use missiles and drones to destroy significant parts of Saudi, UAE and other Gulf oil facilities, including perhaps even Azerbaijan’s as some Iranian propagandists have threatened.

Consider natural gas: Shutting the Straights or directly hitting Qatar’s massive LNG exports infrastructure would immediately stop Qatari LNG exports. As the world’s second largest LNG exporter, this would immediately cause a separate global natural gas crisis.

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My TRT Istanbul: Turkey’s new Shell LNG imports are “a big deal,” with Tom Marzec-Manser, ICIS

See my pre-interview research reference & notes below this post. Tom O’D.

This epitomizes today’s LNG-geostrategic nexus.

One way to look at the Turkey-Shell LNG deal is that Mr. Erdogan wants Turkey to avoid Germany’s blunder in relying heavily on Putin’s Russia for its imported natural gas. He obviously wants Turkey to diversify its natural gas imports. In this regard, the opening comment by Tom Marzec-Manser, head of Gas Analytics at ICIS, London, that “this is a big deal” for Turkey – is correct.

Turkey uses about 50 bcm (billion cubic meters) of natural gas per year. This is currently supplied almost entirely via pipelines, mainly from Russia, also from Iran and from Azerbaijan. As I pointed out, Mr. Erdogan is well aware how Putin cut off German and EU Russian gas supplies as a geostrategic weapon in preparation for his full-scale invasion of Ukraine. This plunged Germany and the entire EU into the acute 2022-2023 European energy crisis. Germany, especially, still has not fully recovered.

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