Tag Archives: Ukraine

My Kyiv Post Interview: “Russia Lost 12% of Its Oil Refinery Capacity in a Day: What’s the Impact?”

According to energy and geopolitics expert Tom O’Donnell, Ukrainian allies’ oil price cap, in conjunction with Ukrainian drones’ physical damage could be a significant hit to Russian revenues.

by Jason Jay Smart | March 15, 2024, 2:16 pm | Please read at Kyiv Post if possible

Tom O’Donnell, PhD, an expert on energy and geopolitics, sat down with Kyiv Post to explain what Ukraine’s attacks on Russia’s energy sector will mean for the larger Russian energy sector.

It sounds like a huge number. But how much do you think losing 12 percent of production, in a day, will affect Russia?

First off, although these refineries hit by Ukrainian drones yesterday represent about 12 percent of Russian production, experience shows that they might not each be totally impaired from production. Nevertheless, there are two particularly significant implications for Russia.

First, whatever percentage of Russian refined oil products this impairs, the damage will both deprive the war economy of needed export revenues and/or of much-needed fuels to keep the domestic war economy running.

Already, Russia had announced it will ban the export of gasoline from March 1 in order to tame prices for consumers in the runup to the presidential elections mid-month. In 2023 about 17 percent of Russian gasoline was exported.

What is the origin of the current price pressure?

The present price pressure is both a result of the demands of the war economy as well as previously successful Ukrainian hits on other refineries that began in January.

Read more: My Kyiv Post Interview: “Russia Lost 12% of Its Oil Refinery Capacity in a Day: What’s the Impact?”

This gets to my second point – the successful refinery strikes of yesterday, involving a reported launch of 58 drones, as well as recent hits on a Russian domestic gas transmission pipeline, all demonstrate that the January successes were not one-off special operations, but rather the beginning of what will be a sustained Ukraine armed forces campaign capable of, over time, significantly disrupting Russia’s all-important oil and gas import revenues and internal refined-product supplies.

Kyiv has launched some of its largest air attacks on Russia this week ahead of the vote, which is set to hand President Vladimir Putin another six-year term in the Kremlin.

If Russia continues to lose refineries, which appears likely, what new complications will it create for Russia?

First, from a strategic point of view, it is important to see these physical strikes against Russian oil and gas infrastructure in conjunction with the sanctions efforts of the USA, EU and other allies aimed at reducing Russian oil profits. These drone strikes should be seen as a “force multiplier” to allied oil sanctions.

How so?

Consider that, with Russia no longer having the Druzba oil pipeline flowing into Central Europe due to EU sanctions, this has forced it to shift its Urals-region oil exports to seaports on the Baltic coast of Russia and to a new western-Arctic port.  Hence, hitting any refining or export facilities inside Russia along this general Urals-oil export corridor has a significant effect on Russia sustaining export revenues. This oil mainly flows to Turkey, India and China, with Russian oil tankers representing the main users of the Suez and then the Red Sea.  Due to sanctions, most of these ships are now either directly or indirectly Russian-controlled, to avoid the sanctions oil-price cap.

There has been a discussion in US-EU security-and-sanctions circles that these ships could be stopped for inspection by Sweden and/or Denmark in the Baltic, in the straights between their countries, and many might be refused passage due to having sketchy insurance and/or being unsafe, old vessels. 

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What do you think of the oil price cap? Is it a good idea?

From the point of view of strategic impact, the allies’ choice of an oil-price cap has been, in my view, a weak and overly complex-to-enforce instrument.  However, in conjunction with Ukrainian drones’ physical damage, the overall hit to Russian revenues might become significant.

Secondly, Ukraine has also hit refineries in Russia just east of its own territory, which will mainly undermine the region’s war economy and complicate supplying the massive demand from Russia’s invasion forces.  This region already has chronic fuel-supply problems, with farmers last year protesting against a lack of diesel for harvests, causing Russia to ban diesel exports during that season.

Dr. Tom O’Donnell is Berlin-based and is a Global Fellow of the Wilson Center.

Jason Jay Smart

Jason Jay Smart

Jason Jay Smart, Ph.D., is a political adviser who has lived and worked in Ukraine, Moldova, Kyrgyzstan, Kazakhstan, Russia, and Latin America. Due to his work with the democratic opposition to Pres. Vladimir Putin, Smart was persona non grata, for life, by Russia in 2010. His websites can be found at http://www.JasonJaySmart.com / http://www.AmericanPoliticalServices.com / fb.com/jasonjaysmart / Twitter: @OfficeJJSmart

Related references for assertions I made in my interview – Tom O’D.

“Is Europe winning the energy war?” Roundtable views: (i) Russian oil-price cap failing; anti-trust tax could help. (ii) Green-energy inflation & subsidies plus low oil & gas development disarm Europe.

Berlin Energy Roudtable. L to R: Ben Aris, Tom O’Donnell, Morten Frisch & Andriy Kobolyev (video link from Kyiv) 24 October 2023, Haus der Bunderpresskonferenz – PHOTO GALLERY BELOW (Divan staff)

On 24 October, I was honored to moderate a great roundtable in Berlin with three European energy experts, sponsored by Der Divan Kulturehaus. SUGGESTION: While listening, open up that speaker’s file below. You’ll find Ben Aris’ data-slides on Russian price-cap failings, Andriy Kobolyev’s proposal to tax Moscow’s oil & Morten Frisch’s slides on EU renewable shortcomings & continued oil and gas needs.

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“Is Europe Winning the Energy War?” Berlin Energy Roundtable -24 Oct.- Invitation

Space is limited. Registration is required.

You are invited to attend the 1st Berlin Energy Roundtable, on 24 October. Our three distinguished speakers share decades of Eurasian and Mideast gas-sector experience. I’ll have the pleasure of moderating.

As many of you know, this is a format I long sought to establish in Berlin; but, which during Corona and the energy-crisis after the largescale Russian invasion of Ukraine, was difficult to advance.

The event is made possible with the generous sponsorship of the Divan Culture House in Berlin. Hopefully there will be several more in the coming year.

My SkyNews: Saudis can & will limit oil price before tanking customers’ economies. Russian cap has had impact; but it’s lessening.

This has English audio.
This is the on-air ARABIC version – T.O’D.

Two key, of several, points I made:

[02.10.23 Note: Some typos/syntax corrected. Somehow could not edit w/ my phone yesterday.]

–1– The Saudis have no intention to spike oil price over $100/barrel, at least not for long – that’s my read.

Their customers’ economies are troubled, especially China, but Europe too – where too-high-an-oil-price could re-boost inflation, even push them into recession(s) killing oil demand.

Over the last year, the Saudi’s were newly proactive (their traditional mode was always to react after-the-fact). And their economists’ market calls were correct.

For several months, OPEC+ cumulative production cuts barely held prices stable. Only in recent months, along with new (though tepid) demand, did prices climb, form high-$80s to now mid $90s.

The Saudi minister professes to be unsure whether demand will rise in Q4. The IEA and the futures market (in backwardian now) see tightness. The Saudi minister answers that, if that happens, he has plenty of oil ready to put back into markets.

But – Nota Bene – despite present drawdowns in USA oil stocks and apparent tightness elsewhere, suddenly many oil analysts are saying that the present price rally could be short lived, and that OPEC-plus may have to keep or even deepen its cuts to maintain prices as they are.

Here are three very useful reports to this effect:

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My EuroNews-Serbia: Will oil hit $100? Who suffers? Saudis’ market logic. IEA says Q4 tight. Russia oil-price-cap impact.

Today (Mon., 12.09.23; 12:16 CET) EuroNews-Serbia interviewed me (Video has English audio-overlay).
I explained:

  • Saudi logic for cutting, with Russia, about 125 million barrels from the market so far, and by the end of 2023 some 245 million barrels [1] is its prediction of soft demand due to China’s slow recovery and somewhat the EU too; plus the Saudi minister points to central banks continuing to fight inflation with high rates.
  • However, the IEA disagrees, seeing a shortage of supply in Q4. I added that the market is in backwardian, and so agrees with IEA.
  • My assessment:
    • Price over $100 is likely this year; it is after all fairly close now, in the 90’s.
  • I answered a question about who gets hurt the most from high prices.
    • It is the countries who do not produce oil and are relatively poor. So, mainly some states in Asia and So. Asia, Africa and Latin America.
    • As for Europe, rising oil price will be somewhat inflationary; especially hitting Eastern Europe, where inflation is generally still a greater problem.
  • However, I pointed out that compared to historical peaks in 2008-09 and 2010-11, $100 or even $125/bbl or even higher prices are needed to begin approaching the REAL price of oil back in those cases.
    • So, $100 oil is now not so inflationary as it was back then (and in general oil is not as inflationary as it was in the last century, because economies have larger service and knowledge sectors that are not as strongly affected by fuel prices as manufacturing and chemical industries.
  • I also explained that the Russian oil price cap sanctions have actually “put money in the pockets” of people in poorer states, as its enforcement meant that Russia, while still selling its oil, has been forced to sell it cheaper.
    • In particular, up till the start of last month (start of Sept), Russia was losing about half the revenues it would have ordinarily made on its oil exports. (This can be seen on a chart recently released by the USA Treasury Department. [3])
    • However, as a higher percentage of its oil (about 75% now) is sold via tankers that are not owned or insured by the EU or UK , it can be sold at higher prices without falling under the price cap enforcement mechanism. This higher price is, then, also now contributing to the higher price of oil on the global market. [2]
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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.

Asharq, Dubai (Bloomberg, Dubai) in Arabic, with Jordanian expert and myself. 22May23

I was interviewed (from Berlin) by Asharq (Bloomberg affiliate, Dubai) along with Jordanian oil and energy expert, Dr. Amer Al-Shobaki (from Amman) about OPEC leaders’ assertions that oil investment is urgently needed to meet an expected demand rebound, especially in Asia, in Q3-Q4 2023.

Investments have been precariously low for a long time, throughout COVID and even after 24 February 2022, with Russia’s full-on aggression against Ukraine. Now, OPEC warns later-2023 can bring big price spikes and deep economic problems.

I should note, this demand-and-price boost would be a boon to Russian oil prospects, complicating Ukrainian’s allies’ attempts to reduce Russian profits and limit the resale of Russian oil refined in India into the EU market. The G7/EU adoption of the USA-proposed price caps on Russian exports (enforced via constraints on oil-shipping insurance and banks financing of sales) instead of an “old fashioned” sanctions regime (such as specifically restricting Russian oil sales step-by-step via direct and secondary sanctions) has finally begun to significantly restrict the normally expected flow of oil-export-sales cash back into Moscow’s coffers, after a 2022 of high oil prices and big Russian profits.

EU foreign minister, EU Commission foreign relations chief, Josep Borell, has rightly asserted that the EU must do something to stop this resale, by adjusting present sanctions. However, unfortunately, the EU has now backed down substantially on this ambition.

On air, I referred to a report by Marianna Pàrrage, at Reuters, whose research has found that from January to April 2023, 1.69 million barrels per day (mbd), and 1.89 in May, went to India, now accounting for about 40% of India’s total. This has displaced India’s former Venezuelan, Middle East, African and USA suppliers.

Interestingly, Moscow has sold its oil, banned in the EU, USA and UK, in a very focused manner to India, China and Turkey, not Asia broadly, which could have market advantages for Moscow.

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My Sky News: Germany-Mauritania green hydrogen plan is complex, costly & slow. Not mentioned: Mauritania & Senegal to soon export LNG.

Note: The Arab-to-English interpreter’s voice has been inserted over the interviewers. T.O’D.’s is direct.

Sky News Arabia asked me to assess the memorandum Mauritania signed on 8 March with German project developer Conjuncta, UAE firm Masdar and Egypt’s Infinity to produce “green hydrogen.”  I tried to give Sky News a data-driven assessment of this project.

According to Conjuncta CEO Stefan Liebing, “(This project) will have a strong link to Germany both as a technology provider and a potential offtaker of green energy.” (“Consortium signs $34 billion MoU for hydrogen project in Mauritania,” Reuters, 8 Mar 23.)

The German public broadcaster, Deutsche Welle, seemed impressed: “It has a planned capacity of 10 gigawatts – the output of roughly five to six standard nuclear power plants. The first phase of the project is set to be completed by 2028” (“Mauritania set to export green hydrogen to Germany,” DW Business, 09Mar23 archived at YouTube.)

While indeed, this MOU was advertised as aiming for “10 gigawatts” of electrolyzers, the initial goal is actually 400 MW (i.e., 0.4 GW) by 2028. That’s one-twenty-fifth the total  According to the announcement, this means 8 million tonnes/year of green hydrogen by 2028.

How significant is this?

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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.

My Kyiv Post | Opinion Exclusive: “Reflections on Scholz’s Leopards’ Stalling Strategy”

German Chancellor Olaf Scholz looks on prior to deliver a speech at the Congress centre during the World Economic Forum (WEF) annual meeting in Davos on January 18, 2023. Fabrice COFFRINI / AFP

26 January 2023.

LINK to read at Kyiv Post

Summary (Added only on blog, T.O’D.): Scholz’s resistance to sending Leopard 2 tanks to Ukraine has freed up many in Germany and beyond with reservations about the direction of the West’s strategy to become vocal.

Scholz is opposed to the recently changed USA-NATO strategic understanding that Putin’s new, long-war-of-attrition strategy could give sufficient time for his larger economic and energy war on Europe to bear fruit, seriously disrupting the West’s solidarity with Ukraine.

Biden and the NATO majority concluded that Putin’s long war of attrition strategy must be smashed. This requires large numbers of heavy weapons – tanks, aircraft, etc. – for Ukraine.

However, Scholz’ faction in Germany and in other EU states see a stalemate (e.g., war of attrition)) as likely positive, as it might lead in time to the two sides accepting a negotiated settlement or frozen conflict. This, they feel, is the path to ending the dangerous Russian-EU energy and economic war.

However, the majority pro-escalation camp, expects that a war of attrition (aka stalemate) risks the destabilizing effects of a prolonged and costly economic-and-energy “Cold War. 2” on Western stability and solidarity.

Scholz’, by demonstrably stalling NATO’s ability to send German tanks, effectively signaled his leadership of the no-escalation and pro-stalemate EU-wide faction, which is of significant size. In Germany sections of every political party now align with Scholz’ strategy. He and his faction wait for their time, when and if the new NATO escalation strategy fails.

All German parties were deeply involved in the previous energy partnership with Moscow; there is no significant organized opposition faction able to take leadership from Scholz and implement a Zeitenwende. This vacuum drives a gathering German – and EU – political crisis

Moscow is well aware of these matters. (Kyiv Post Opinion piece follows)

LINK to read at Kyiv Post | Link to copy at GlobalBarrel.com

German Chancellor Olaf Scholz’s resistance to sending Leopard 2 tanks to Ukraine has freed up many in Germany with deep reservations about the direction of the West’s strategy and policy, to voice their frustrations, fears and, for many, an unwillingness to join in a Russian-Ukraine war, as opposed to containing it.

Continue reading →

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.

The title and brief interview is rather self-explanatory. The interview starts after a brief intro, after 30 seconds.

Thanks to Daniel Winters, German national broadcaster Deutsche Welle’s (DW.de) English language Business News host for this invitation. We spoke, in Berlin, only a few hours after the cap was announced in Moscow.

EU sets $60 Russian-oil-price cap. What now? [My Al Jazeera & Asharq (Blmbrg) interviews]

FIRST: Al Jazeera, 10:05 AM, 02.12.22 CET, Berlin & Doha: — English audio below, then Arabic video.

SECOND: Asharq (exclusive Bloomberg affiliate, Gulf) , about 10:00 PM, 02.12.22 CET, Berlin & Doha — English Audio below, then Arabic video.

My Polish press interview: “Europe can replace Russian oil & gas by 2027” but “in war there are casualties” (Pl. & Eng.)

This image has an empty alt attribute; its file name is capture-pap-poland-energy-war-25nov22.jpg

This interview with Artur Ciechanowich (Polish Associated Press-PAP, Brussels) appeared on Sunday, 25 November 2022 in several Polish press, TV and radio outlets (links below this post). Polish & English (via Google Translate) versions follow:

ENGLISH – via Google Translate

Europe without gas and oil from Russia? An expert gives a possible date

If the European Union does not bow to the Russian energy attack, it may completely replace gas and oil imports from this country with raw materials from other sources within four to six years, said Thomas O’Donnell, an energy market analyst and lecturer at a university in Berlin …..

  • Russia is waging an energy war against Europe, which is part of a larger war between Russia and Ukraine. We see that the war on the battlefield is not going Russia’s way, so the Kremlin is counting on its energy policy to cause enough economic problems for Europeans to divide the EU and withdraw from solidarity with Ukraine, says O’Donnell.

The question of replacing gas and oil imports from Russia

  • Vladimir Putin has a much greater influence on Europe through the supply of gas than oil. This is because gas is mainly supplied by pipelines. Around 2027, Europe, the United States, Qatar and others will increase the export capacity of liquefied natural gas enough to replace the EU’s dependence on Russian gas and allow gas prices in the EU to fall to levels close to the low prices in the US, the analyst predicts.

However, he does not hide that before this happens, citizens of EU countries will have to go through a more difficult period. “This is an energy war, and in a war both sides suffer – consumers and businesses in the EU will suffer. It will take at least four years to implement huge new LNG export projects from the US and Qatar, he cautions, adding that the EU will also need to receive as much gas as possible from Algeria, Egypt and Norway.

  • This year Europe filled up its gas storages. It will be harder next year. It should be understood that the storage facilities – under normal conditions – have never been used to provide normal gas supplies to consumers. They’re just too small for that. They were created with the idea of ​​storing the raw material saved in the summer and using it in the winter, when the Russian and Norwegian pipelines could not keep up with the demand, explains Thomas O’Donnell.

He points out that, therefore, Germany has repealed the regulations requiring the maintenance of a minimum temperature in homes, and in some EU countries there are debates about power cuts for citizens. – Europe has become dependent not only on Russian gas, but also on completely unpredictable wind energy. If the wind is weak – as in the 2020-21 season – combined with the lack of appropriate transmission networks and the lack of technical capacity to store electricity on a large scale, it can mean a disaster. These are the facts. In times of war, citizens must know the whole truth, the expert argues.

PAP
He emphasizes that Russia is waging an energy war against Europe in order to break its solidarity towards Ukraine. – In the US and Qatar, but also in Norway, Algeria, Azerbaijan, Israel, Egypt and so on, there are plenty of new gas reserves, financing opportunities, technologies and functioning markets. In four to six years, Europe’s dependence on Russia will be completely replaced by imports from other directions. This also applies to crude oil. Russia, meanwhile, will be reduced from an energy superpower to an OPEC second or third tier country, concludes O’Donnell.

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Source: PAP

Main photo source: Marcin Bielecki/PAP

POLISH – as from PAP

Europa bez gazu i ropy z Rosji? Ekspert podaje możliwy termin

Jeżeli Unia Europejska nie ugnie się przed rosyjskim atakiem energetycznym, to w czasie od 4 do 6 lat może całkowicie zastąpić import gazu i ropy naftowej z tego kraju surowcami z innych kierunków – stwierdził Thomas O’Donnell, analityk rynku energetycznego i wykładowca na prywatnej berlińskiej uczelni ….

  • Rosja prowadzi przeciwko Europie wojnę energetyczną, która jest częścią większej wojny Rosji z Ukrainą. Widzimy, że wojna na polu bitwy nie idzie po myśli Rosji, więc Kreml liczy na to, że jej polityka energetyczna wywoła u Europejczyków wystarczające problemy ekonomiczne, by podzielić UE i odstąpić od solidarności z Ukrainą – mówi O’Donnell.

Kwestia zastąpienia importu gazu i ropy z Rosji

  • Władimir Putin ma znacznie większy wpływ na Europę poprzez dostawy gazu niż ropy naftowej. Dzieje się tak, ponieważ gaz dostarczany jest głównie rurociągami. Około 2027 roku Europa, Stany Zjednoczone, Katar i inne kraje zwiększą możliwości eksportowe skroplonego gazu ziemnego na tyle, aby zastąpić zależność UE od rosyjskiego gazu i pozwolić na obniżenie cen gazu w UE do poziomu zbliżonego do niskich cen w USA – przewiduje analityk.

Nie ukrywa jednak, że zanim to się stanie, to obywatele państw Unii będą musieli przejść przez trudniejszy okres. – To wojna energetyczna, a na wojnie obie strony ponoszą ofiary – ucierpią konsumenci i firmy w UE. Co najmniej cztery lata zajmie wdrożenie ogromnych nowych projektów eksportu LNG z USA i Kataru – zastrzega, dodając, że UE będzie musiała otrzymywać jak najwięcej gazu także z Algierii, Egiptu i Norwegii.

  • W tym roku Europa napełniła swoje magazyny gazu. W przyszłym roku będzie trudniej. Należy rozumieć, że magazyny – w normalnych warunkach – nigdy nie służyły do zapewniania normalnych dostaw gazu konsumentom. Są na to po prostu za małe. Powstawały z myślą przechowania surowca zaoszczędzonego latem i wykorzystania go zimą, kiedy rosyjskie i norweskie rurociągi nie nadążały z zaspokojeniem popytu – tłumaczy Thomas O’Donnell.

Zwraca uwagę, że w związku z tym, Niemcy uchylili przepisy nakazujące utrzymywanie w domach minimalnej temperatury, a w niektórych krajach Unii toczą się debaty na temat przerw w dostawach prądu dla obywateli. – Europa uzależniła się nie tylko od rosyjskiego gazu, ale postawiła też na całkowicie nieprzewidywalną energię wiatrową. Jeśli wiatr będzie słaby – jak w sezonie 2020-21 – to w połączeniu z brakiem odpowiednich sieci przesyłowych i brakiem technicznych możliwości magazynowania prądu na wielką skalę, może to oznaczać katastrofę. Takie są fakty. W czasie wojny obywatele muszą znać całą prawdę – przekonuje ekspert.

PAP
Podkreśla, że Rosja prowadzi wojnę energetyczną przeciwko Europie, aby rozbić jej solidarność wobec Ukrainy. – W USA i Katarze, ale też w Norwegii, Algierii, Azerbejdżanie, Izraelu, Egipcie i tak dalej, istnieje mnóstwo nowych rezerw gazu, możliwości finansowania, technologii i funkcjonujących rynków. Za cztery do sześciu zależność Europy od Rosji zostanie całkowicie zastąpiona importem z innych kierunków. Dotyczy to również ropy naftowej. Rosja tymczasem zostanie zredukowana z supermocarstwa energetycznego do drugoligowego lub trzecioligowego kraju OPEC – konkluduje O’Donnell.

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Autor:kris/ToL

Źródło: PAP

Źródło zdjęcia głównego: Marcin Bielecki/PAP

Here are links to some of the Polish media where the PAP interview was published:

* Europa bez gazu i ropy z Rosji? Ekspert podaje możliwy termin

https://tvn24.pl › biznes › ze-swiata

1 day ago — … 4 do 6 lat może całkowicie zastąpić import gazu i ropy naftowej z tego kraju surowcami z innych kierunków – stwierdził Thomas O’Donnell, …

* Ekspert: Europa może poradzić sobie bez gazu i ropy z Rosji …

https://www.pap.pl › aktualnosci › ne…

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21 hours ago — Rosja tymczasem zostanie zredukowana z supermocarstwa energetycznego do drugoligowego lub trzecioligowego kraju OPEC” – konkluduje O’Donnell. Z …

* UE może obejść się bez gazu i ropy z Rosji. „Jeśli pozostanie …

https://www.tvp.info › ue-moze-obej…

1 day ago — Jeśli Unia Europejska nie ugnie się przed atakiem energetycznym ze strony Rosji, to w ciągu 4-6 lat zastąpi całkowicie import gazu i ropy …

* Ekspert: UE może w ciągu 4-6 lat całkowicie zastąpić import …

https://www.bankier.pl › wiadomosc

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1 day ago — Jeśli Unia Europejska nie ugnie się przed atakiem energetycznym ze strony Rosji, to w ciągu 4-6 lat zastąpi całkowicie import gazu i ropy …

* Ile lat potrzeba UE aby uniezależnić się od importu ropy i gazu …

https://polskieradio24.pl › artykul

1 day ago — Jeśli Unia Europejska nie ugnie się przed atakiem energetycznym ze strony Rosji, to w ciągu 4-6 lat zastąpi całkowicie import gazu i ropy …

Czy Europa jest wystarczająco silna, aby poradzić sobie bez …

https://mycompanypolska.pl › artykul

27 Sept 2022 — Czy Europa jest wystarczająco silna, aby poradzić sobie bez ropy i gazu z Rosji? … Polska, podobnie jak pozostałe państwa Unii Europejskiej, …

gaz w PolskieRadio.pl

https://www.polskieradio.pl › gaz › T…

Ile lat potrzeba UE aby uniezależnić się od importu ropy i gazu z Rosji? Ekspert wyjaśnia. Jeśli Unia Europejska nie ugnie się przed atakiem energetycznym …

* Ekspert: Polska jest dobrze przygotowana na odcięcie dostaw gazu …

https://www.gospodarkamorska.pl › …

Ekspert: Polska jest dobrze przygotowana na odcięcie dostaw gazu z Rosji, … sprawę z takiego niebezpieczeństwa – mówi w rozmowie z PAP Thomas O’Donnell, …Open document settingsOpen publish panel

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Our TRT/Istanbul: Will Turkey be Russia’s new gas hub to Europe? Can Putin save his gas sector? What’s Erdogan’s game?

We began at timestamp 1:00 minute, after TRT’s lead-in story.

With guests:

  • Dr. Thomas O’Donnell: Energy Analyst, in Berlin
  • Eser Özdil of Glocal Group Consulting; and Former President of The Turkish Petroleum and Natural Gas Platform Association. He is also an external fellow of the Atlantic Council in Washington, DC.

and Host Ayse Suberker of TRT TV’s Straight Talk from Istanbul.

We analyzed what Putin aims to achieve, and why President Erdogan of Turkey has so rapidly accepted this proposal. This is obviously, I said, a scheme by Putin to try to save his natural gas business to Europe.

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Our TRT London: Can Moldova escape Russian energy dependence?

Our discussion with David Foster, TRT London, on Putin’s threats against Moldova’s energy supply in winter. Recorded 11 October 2022.

Our panel included the experts:

  • Klaus Larres Professor of History and International Affairs, University of North Carolina at Chapel Hill
  • Lucia Scripcari Analyst on Moldovan Domestic and Foreign Policy
  • Thomas O’Donnell Energy and Geopolitics Analyst, and academic, in Berlin.

The energy security of Moldova, a small, pro-EU state boarding Romania, is precarious and under various and comlpex threats from Russia. This includes direct threats to its gas supplies, which overwhelmingly come from Gazprom.

Meanwhile, Moldova’s 70% of its electricity comes from its region of Transnistria, which is illegally occupied by Russia, and this electricity is produced by gas imported across Moldova by Gazprom.

The remaining 30% of its electricity comes from Ukraine, where recent Russian missile strikes have hit power plants and apparently forced a cut off the Ukrainian electricity supplies to Moldova on the day before we recorded this show.

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My Sky News: Are EU Measures vs the Russian Oil- & Gas-War Enough?

English audio track is above for Arabic video below.
Sky News Arabia interviews me last night on the fight vs. the Kremlin’s energy war against Europe, a second front to its war against Ukraine.

Dear GlobalBarrel.com readers,

Some upcoming events I’ll attend and post here:

1. I’m invited to speak at the “12th 2BS Forum, one of the leading politico-security conferences in Southeast Europe, organized by the Atlantic Council of Montenegro.” So I’ll be in Budva from 6-9 October. Ukrainian President Zelensky will deliver a keynote video speech from Kyiv. My Panel is 8 August 2022, 14.45 – 15.15:

The Climate-Energy Security Nexus, with speakers:

  • Thomas W. O’DONNELL, Energy & Geopolitical Expert
  • Alan RILEY, Nonresident Senior Fellow, Professor, City Law School, Global Energy Center, Atlantic Council ONLINE SPEAKER TBC
  • Moderator: Jasmina KOS, Presenter and Reporter, Al Jazeera Balkans

2. I’m also invited to speak at

  • The 9th Annual Gulf & Arabian Peninsula Studies Forum, for which I will be in Doha, Qatar from 21-24 October. The conference title is: “Implications of the Ukraine crisis and regional and international competition for the future of security and energy in the Gulf region.”
  • The My topic will be the transformation of the German (and EU) relationship with the GCC states in energy and security matters since the Russian aggression against Ukraine and the parallel Kremlin energy war against Europe.

I plan to post on the content of these conferences and my contributions, and to try to post more of my media interviews – when they may be of use.

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