-
Join 245 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: Hormuz crisis to boost renewables? Not in Germany, where their unreliability demands ever-more natural gas. April 20, 2026
- Trump’s Iran Talks & Oil Supply: Experts Rühl, Kemp & I Analyze March 24, 2026
- “The Political Economy of Oil in the US-Iran Crisis,” T.W. O’Donnell, 2009. (Situating “US Energy Dominance”) March 20, 2026
- TRT Roundtable: With Hormuz, the US will control half of China’s oil flow, secure Asian allies’ imports. Washington is taking Xi’s “by 2027” threat seriously. March 15, 2026
- I agreed with IEA’s Fatih Birol and DoE’s Chris Wright: There’s plenty of oil now. So, G7 tapping the SPR’s is “premature”. — Indeed, the US soon dropped the idea! [on TRT, London] March 10, 2026
- With Iran & Hormuz, the US would act as arbiter of China’s Gulf oil & LNG access, while ensuring access for Indo-Asian allies. Venezuelan oil growth will enable Trump to impose phased cuts of Russian exports, after the Iran war. [Kanal24, Kyiv] March 8, 2026
- My TRT London: “US Energy Dominance” & global glut give Trump historic leeway to hit Iran without an oil crisis. March 3, 2026
- My EIES Study: ‘Liquidating the Russian Petrostate.’ New USA-Ukrainian oil-war effective. Siberian fields threatened. February 1, 2026
- My BizNesAlert.pl — American expert: Germany is again contemplating Russian gas — Amerykański ekspert: Niemcy znów myślą o gazie z Rosji January 27, 2026
- My Al Jazeera| In Venezuela, an oil “security guarantee” means Trump-Rubio get armed Chavismo to disband or stand down. January 20, 2026
- Kyiv TV| Venezuela can replace Russian oil. January 18, 2026
- My Newsweek| I counter Exxon CEO Darren Wood’s WH drama that “Venezuela is uninvestable.” And more commentary. January 14, 2026
- 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
Tag Archives: United States
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.
Posted in Euroepen Union, Global Oil Market, Russia, Sanctions
Tagged Energy, Russia, Ukraine, United States
My Kyiv Post | Opinion Exclusive: “Reflections on Scholz’s Leopards’ Stalling Strategy”

26 January 2023.
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 readingPosted in Germany, Ukraine, Uncategorized
Tagged geopolitics, Germany, leopard tanks, Russia, scholz, Ukraine, Ukraine war, United States
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.
Guests:
- Nicholas Lokker, Research Assistant at the Centre for a New American Security
- Marie Jourdain, Visiting Fellow at the Atlantic Council’s Europe Center
- Dr. Thomas O’Donnell: Energy and Geopolitics Analyst
Host: Philip Hampsheir, sitting in for David Foster.
From the TRT YouTube page blurb:
Dec 7, 2022 – Top European Union officials are accusing the United States of profiting from the war in Ukraine through high natural gas prices and weapons sales, while Europe struggles with rampant inflation and a cost of living crisis. Amidst rising tensions, a meeting between French President Emmanuel Macron and his American counterpart in Washington saw both attempt to send a message of unity.
Continue readingPosted in Energy and Geostrategy, Euroepen Union, Russia, The USA, Ukraine, Uncategorized
Tagged Energy, geopolitics, Germany, Russia, United States
My DW: Will the gas-price cap keep firms in Germany? BASF & German politicians’ years-long energy policies have collapsed.
I was interviewed (Tuesday 01nov22) on the new gas-price cap plan the German government is expected to approve tomorrow.
I was asked four questions by DW’s host Kate Ferguson:
-1- Thomas, it`s interesting to see the government attach conditions to these price caps for companies. How worried is it about a corporate exodus?
-2- German chancellor Olaf Scholz is visiting a BASF factory today – just days after the company announced major cost cutting – complaining that gas prices were up to six times higher at home than in the US. Are these caps enough to prevent OTHER companies from following suit?
– 3- Managing gas prices is one thing. But with a recession looming what ELSE does the German government need to do to keep companies afloat?
-4- The EU hasn`t been able to agree on a COMMON gas price cap. How damaging is it for countries to go it alone? I was not particularly optimistic.
The above were not especially technical energy-sector questions, so my answers combine assessments of energy-sector facts facing Germany with geopolitical and geo-economic assessments of the deep crisis facing German industry, citizens and the political establishment. Read more on my blog: http:GlobalBarrel.com . Continue reading
My Al Jazeera: Washington picked a pointless, populist fight with the Saudis over OPEC+ cuts
The title above says much more succinctly what I was hoping to get into in this interview. Below are the beginning of an article I was writing for this blog post. However, a USA organization is interested in using it for an Op-Ed. So, only the initial part is below. I hope to post on this fully very soon (i.e., a published article). – Tom O’D.
In my view, the Biden Administration has unwisely gotten into an exaggerated public clash with the Saudis and OPEC/OPEC+ over their 2 mbd quota cut.
The key here is the need for more investment rapidly into both the OPEC states (which have plenty of oil reserves that can be developed) and into USA shale resources (that are also abundant and need to be more rapidly expanded).
The looming global recession discourages investors in both instances, of course. And, the Biden administration has reason to worry, both if a global recession soon begins, slashing oil demand, and especially if it doesn’t (but, it will).
…
I agree with Ed Morse (video interview on CNN here), veteran oil-market analyst, head of Citibank’s Global Commodities: Regardless of the OPEC quota cut, given the strong trend towards a global recession, which is proceeding relatively slower in the USA than elsewhere, it’s likely oil prices will be “in the $70’s at the end of the year.”
… to be continued.
Financial Times quotes me: Germany embraced Russia’s energy for “strategic balancing” vs USA
04 Oct 22: I was asked, two weeks ago, why did Germany insist on increasing its partnership with Russia in gas even after the 2014 Ukraine invasion? Was this “naivety”? I said this characterization obscures a conscious German geostrategy.
Two common explanations I constantly heard in Berlin over about eight years for the Russian gas partnership was the “Neue Ostpolitik” that originated with Willy Brant’s Cold-War-era Social Democratic Party and the conservative-business version of this, “Wandel durch Handel” (change through trade), held up as an historic lesson of the late-mediaeval Hanseatic Trading League.
Indeed, these traditions certainly did motivate many elite German actors to partner with Russia on energy and on trade generally …
“But according to Thomas O’Donnell, a Germany-based energy analyst, it was also driven by a German desire for ‘strategic balancing — it was a way for Germany to break free from its dependence on the US’.
“Many in the German establishment, he said, resented US dominance in energy matters and disliked ‘this idea of a global fungible market in oil that’s traded in dollars and protected by the US navy’. That resentment, he said, was one of the reasons why Germany kept out of the US war in Iraq in 2003. And it was why it suited Germany to have direct access to Russian oil and gas.” [Guy Chazan & David Sheppard, Germany closes long energy chapter with Russia by turning on Rosneft, Financial Times, 17 Sept 22. https://www.ft.com/content/2fbbe104-93e3-48bb-8d69-211c79069624 ]
In this short post, I can’t fully explain the near unanimity of German elites over two decades (first during the two 1998-2005 Schröder chancellorships of his SPD plus the Greens, and throughout the the five Merkel coalition governments until December 2021, of her CDU/CSU with the SPD or FDP) in support of renewing and further deepening what by 1998 was already two-to-three-decades old energy partnership with Russia.
Within this remarkable unanimigy, various parties and business interests had a variety of rationales. [see Footnote 1, on what I see as the key German foreign policy group, the “realpolitik” group, which included Merkel and Altmaier, beyond the trade-as-geostrategy grouping mentioned above.]
However, both these sections participated/participate in a broad anti-Americanism.
I am speaking here about opposition to USA leadership of the transatlantic alliance most especially on trade matters and in the alliance’s geostrategy, especially when it may involve armed conflicts. This has various geopolitical and geo-economic aspects.
This was exacerbated during the late-Merkel years not merely by the Trump presidency’s open hostility; but by policies of administrations both before and after his administration (i.e., in “normal times”). This has to do especially with German opposition to the bi-partisan, USA strategic posture, initiated under Obama, of “Great Power Competition,” and especially to its international trade implications of decoupling from both Russia and China.
In both the realpolitik sections of German elites, who do recognize the threat Putin-ism represents and the dangers of German reliance on his regime for energy or in any other matters, and in the Putin-Versteher sections who worship trade-as-a-geostrategic-cure-all, the one common characteristic has long been a growing resentment of the USA, aka an “anti-Americanism” as I remarked to the Financial Times. This especially exists among party and ministry functionaries, and certain business associations, so much that this anti-Americanism has become institutionalized, a constant underlying feature of German official geopolitical and geoeconomic bureaucratic life. (Nota Bene: I am not speaking here of the German middle and working classes, where matters are generally quite different, except among various far-left and -right sections. I am speaking of elites.)
Until a few years ago (e.g., during the negotiations over the Transatlantic Trade and Investment Treaty, TTIP up to ca. 2016), this official anti-Americanism phenomena was often noted and discussed by policy and academic experts on both sides of the Atlantic. It is not clear to me why this outward recognition has diminished; but the sentiment itself certainly hasn’t, especially.
Putting aside historical and social-cultural aspects of this “resentment” of the USA, in the political realm it is no secret that, over multiple USA administrations, the German side, often along with other Western European powers, has been deeply opposed to many major USA foreign policy decisions, and indeed many of these decisions did not go well for the transatlantic alliance.
One could point back 50 years, to the VietNam War, or to US coups and interventions in Latin America, or the stationing of intermediate-range nuclear missiles in West Germany (which the Russians did also in East Germany). All of this was clearly upsetting to broad sections of the European population; as this was often within the USA as well.
All these issues would likely have been forgotten by now; however, transatlantic-policy clashes over geostrategy have continued in the post-Cold War era.
These clashes include the two Iraqi Gulf Wars and, for many years USA Iran policy (up till the late-Geo. Bush administrationm when EU attitudes to Iran started to merge with the USA’s), the USA-led NATO intervention against Serbia to end the Balkan wars (which ushered in a renaissance for NATO within Europe that was clearly unwelcomed at the time in broad German circles), the mishandling and human-rights violations of the War on Terror post 9/11, and more recently USA policy w.r.t China and Russia – esp. the shift to a strategy of “Great Power Competition” as it disengaged from the “War on Terror” and USA military over-involvement in the MENA regions.
More generally, the fact that, during almost any post-Cold War crisis confronting the transatlantic alliance, the USA president has been “the decider” (in the words of George Bush), became a source of palpable resentment.
Economic and trade tensions served to fortify these political and geopolitical sensibilities and has been, by far, the primary vector which drew German business circles into resentment of USA leadership of the alliance. In German political parties, this ongoing resentment has been esp. notable within the SPD; in the extreme-right AfD party and, in a less ideological, more pragmatic manner, by conservative business sections of the CDU/CSU, and as always the traditional far-left.
This gave rise to a deep urge among German business and political circles to find ways to escape dependence on and subordination to USA determination of policy within the transatlantic alliance in-general and, till now, on oil and gas in particular, linked as it has been to the Mideast Wars. This only deepened the instinctive urge to fix Germany’s connection to the Russian gas and oil supplies as a “strategic balancing” to the USA’s predominance in global energy markets and in energy geostrategy during the post-Cold War years and especially the “color revolutions” and most especially Ukraine’s struggle against Russian domination.
German elites got deeply involved in a project to guarantee continued Russian natural gas deliveries to their country and on into Europe should there ever be a conflict between Russia and Ukraine that might interrupt the flows transiting Ukraine into Germany and its EU allies’ markets.
Hence, this produced the agreements to assist Putin’s Kremlin to build the detour pipelines Nord Stream 1 and 2 (i.e., a mga-infrastructure plan to completely replace, using “more secure routes,” the Russian-to-Europe export pipeline system of the Cold War Era that mostly flowed across Ukraine, but Poland and Belarus as well, and which itself had only been built due to active West German [and French] participation).
In addition, German elites took the geostrategic and geo economic decision to constantly deepen the vertical integration of Germany (and with it, Europe) with the upstream Russian gas system … not in spite of Russian aggression against Ukraine, but precisely because of the threat and reality of such aggression.
From the CEE, Baltic, American and other opponents’ point of view, this amounted to “throwing Ukraine under the bus.” But, this was precisely the conscious, “realpolitik” decision (my characterization) by both groups of German geopolitical and geoeconomic policy elites. For the “realpolitik” group, there was little in the way of “naivety” … it was a calculated geostrategic gamble. This group benefited from the ideological traditions of Ostpolitik and Change through Trade groups, which had long infected broad sections of German elites, and would repeat the inane refrains this latter group believed in … such as “change through trade” and “this is only a commercial project.”
Footnote 1: On German-elite broad groupings, which supported/support the German-Russian energy alliance:
Group 1: In my view (assessments based on my research), the group who had little illusions about the dangerous and volatile nature of Vladimir Putin’s regime is this “realpolitik” grouping. Despite what was constantly said publicly about the renewal and strengthening of the German-Russian energy partnership being a “non-geopolitical” and a “purely commercial project, this group was actually deeply concerned about escaping the risks associated with Russian gas having to transit “insecure” and “risky” Ukraine in order to arrive in Germany and into Europe generally. Any potential interruption of this flow was widely seen as a looming existential risk to Germany and its EU allies’ energy and economic security.
In this regard, building Nord Stream 1 and 2, and deepening German energy integration with Russia via its Gazprom and other energy firms was seen as of the highest priority for guaranteeing German energy security, i.e., the continued delivery of Russian gas to Germany and on into Europe, no matter what might happen in Ukraine, whether it be war or internal destabilization that could undermine Russian gas transit across the country.
This group seriously misjudged what would happen in the event of a Russian war on Ukraine. Rather than the EU cherishing the transit of Russian imported gas which Germany had “guaranteed” by building the Nord Stream 1 and 2 pipelines as a “lifeline” during the war; Europe has largely been horrified at the Russian brazen rupture of the post-WW2 security system and its atrocities in Ukraine and had in fact made concerted efforts and plans to wean itself off any available Russian gas supplies. The absolute insistence of the USA, esp. the Biden administration, that the new NS2 pipeline must forever be abandoned by Germany from the first day this war began, played a crucial role in pressing (forcing?) Germany to agree to not certify the inauguration of this pipeline.
I called this group of German elites the “realpolitik” group.
Group 2: On the other end of the geostrategic/geo-economic spectrum, there was the “Putin-Versteher” or “Putin understander” among German political and business actors. Some of the most obsequious are pictured at this link from Die Welt, who, in contrast to the “realpolitik” grouping, have had such exaggerated confidence in Putin that some, in the more extreme cases, would be happy with still-deeper German-Russian economic and political integration, not only energy sector integration.
For example, there are actors on the fringes of various parties, nevertheless with positions in parliament or important business associations, who have had a habit of calling, in private meetings at least, for political “unity” with Russia and Austria, specifically adding “against” the Americans. This fringe has gone farther than, for example, Chancellor Schroeder’s public advocacy from the early 2010’s for a Free Trade Zone and some sort of unified polity “from Lisbon to Vladivostok,” albeit short of Russian “full membership” in the EU.
Footnote 2: A few articles I have written related to this analysis follow:
- “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,” [posted on 14 June 2022.
- Here, I don’t use the phrase explicitly; but that German attitude to relations with the USA and within the transatlantic alliance, is explained rather clearly, IMHO: “Nord Stream 2: Berlin-Washington Mutual Intransigence Shows Transatlantic Divide on Russia,” My AICGS Analysis, posted on 14 Oct 2022. This is available at my blog or the original is at AICGS institute in DC.
- “Neue Neue Ostpolitik” My BPJ piece on German fury at Senate NS2 sanctions,” Posted on 14.Jul.2022. Originally published at the Berlin Policy Journal here of the DGAP (German Council on Foreign Relations), and later reprinted at my blog here.
Posted in Berlin, Uncategorized
Tagged Energy, geopolitics, Germany, Russia, Ukraine, United States
Al Jazeera’s video on my view: “What does Russia’s gas cut mean for Europe?”
My thanks to Al Jazeera’s Katya Bohdan, producer, and the digital team in Doha (English) for this well done “documentary” featuring my point of view on: “What does Russia’s gaas cur mean for Europe?” I think it is self-explanatory (and its short). Watch it below or directly at the AJ link here. Tom OD.
Posted in AlJazeera, Economic Crisis, Energy and Environment, Energy and Geopolitics, Energy and Geostrategy, EU gas
Tagged Energy, energy war, gas, gas war, geopolitics, Germany, LNG, Russia, Ukraine, United States
Is a lack of oil refineries boosting global fuel prices? Al Jazeera asked us, in Houston & Berlin
From: Inside Story, 20 July 2020 – The Saudi Arabian foreign minister, in Tokyo, said the problem with high prices at the pump is a lack of global capacity to refine crude. Out panal included::
- Bob Cavnar – Energy and oil industry analyst – Houston
- Thomas O’Donnell – Energy and geopolitical analyst – Berlin
- Josh Young – Chief investment officer at Bison Interests – Houston
Presenter: Nastasya Tay of Al Jazeera – Doha
Continue readingPosted in Uncategorized
Tagged Energy, geopolitics, Germany, oil sector, Russia, United States
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.
I was interviewed, 11 July, together with former-Foreign Minister of Russia, Andrey A. Fedorov, about the possibility of Moscow cutting off gas supplies to Germany and the EU via Nord Stream 1 after 21 July, when the scheduled maintaince of this large pipeline from Russia to Germany and the EU ends.
Many leaders in Brussels and in Member states have warned of this possibility in recent days.
Issues included:
– Whether and how Putin is weaponizing gas exports? – What will be the effect of a Nord Stream 1 gas cutoff?
– What are EU plans?
Continue readingMy 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.”
Asharq, Bloomberg’s affillliate in the Gulf Region, interviewed me on the EU and German energy crisis that’s looming as a result of Russian natural gas cuts to Europe and what will this mean as far as an economic crisis?
I made clear that this is Putin’s economic and energy war on Europe in support of his war on Ukraine, to undermine European solidarity with Ukraine.
Asharq asked about how this will affect different countries across Europe.
Also, what is the effect so far of sanctions on the Russian economy. Lastly, we discussed the Russian push to export its oil, now under increasing sanctions by the EU, to India and China and how this is being accomplished and the effects
Comments/Critiques most welcomed..
Best, Tom O’D.
Posted in Uncategorized
Tagged China, Energy, geopolitics, Germany, Russia, Ukraine, United States
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]
A few points:
There was much concern over the past few months that OPEC (or OPEC+) was not going to assist the EU and USA with their embargos on Russian oil by producing more oil.
President Joe Biden had asked the Saudis and UAE to step up their output and OPEC+’s quotas, to tame high prices and facilitate the West’s plans to sanctions and kill Russian oil exports. When the Saudis refused, much was said about the Saudi’s anger at Biden and the USA for criticizing the Saudis’ bloody (and incompetent) war in Yemen and MbS having ordered dissident Saudi journalist Jamal Khashoggi killed and dismembered.
So too, much was written about the Saudi’s and GCC’s supposed new focus on allying with China, prioritizing serving the Chinese market. And especially much ink was dedicated to the presumed great loss of USA influence in the Gulf to both Russia and China, which was put down to the USA strategic drawdown in the Gulf Region in preference for its strategy (since Obama) of “Renewed Great Power Competition” vs. Russia and especially vs. China.
Added to this was the Biden administration’s attempt to get a new JCPOA with Iran, something the Saudis and much of the GCC are deeply opposed to.
Continue readingAlJazeera live: EU failes to agree on Russian oil embargo. With months of oil in storage, Druzhba inland refineries are no excuse.
You comments and critiques rae much appreciated. Tom O’D.
Posted in AlJazeera, European Union, Germany, Global Oil Market, Interview, Russia, Sanctions, Ukraine, Uncategorized
Tagged al jazeera, Energy, European Union, geopolitics, Interview, oil sanctions, oil sector, Russia, Sanctions, Ukraine, United States
My Al Jazeera: Finland, the Baltics & Poland prepared well for Gazprom’s cutoff. Germany & Austria did the opposite, putting EU at risk.
I told Al Jazeera that Finland is well prepared, having worked since 2017 with Estonia, Latvia and Lithuania – the Baltic states – and with Poland to connect them all together with new pipelines, also to access LNG, storage and soon, new supplies from Norway.
Finland has also rented a regasification ship, from a US firm, to receive 5 billion cubic meters per year of LNG, whch will be plenty to supply both itself and Estonia in the wake of Putin cutting off Gazprom supplies of natural gas. Finland refuses, as did Poland too, to pay Moscow in rubles and so are being punished by Putin.
Continue readingPosted in Baltic States, Energy and Geopolitics, Estonia, EU gas, European Union, Finland, gas, gas crisis, Gazprom, gazprom, geopolitics, Germany, LNG, Nord Stream, Nord Stream 2, Poland, Putin, Russia, Sanctions, shale gas, The USA, Three Seas, Ukraine, Uncategorized
Tagged al jazeera, Baltic States, Energy, Energy and Geopolitics, Estonia, European Union, Finalns, gas crisis, Gazprom, geopolitics, Russia, Sanctions, United States
My Kosatka (Kyiv) Q&A: “Biden’s ‘gas airlift’ & Kremlin revenue. Tom O’Donnell on Russian gas embargo” [Ru/En/Ua]
Kostaka.Media (Kyiv) independent journalists continue informing the Ukranian people on energy affairs. I was interviewed from afar by YAROSLAV MARKIN, TETIANA HUZENKO. We focused on gas issues – would Putin cut Europe’s gas? What have the Americans been organizing, now with the Europeans? How would this affect Europe, Ukraine and Putin’s income?
Below are links to the article in Kostaka’s three languages (EN, RU, UA). I pasted in the English one below, in case you have access problems. This interview had to be written, not audio/video, due to wartime difficulties. [Also, here’s my previous (in-person Kyiv) interview with Kostaka.Media.]
- English; https://kosatka.media/en/category/blog/news/gazovyy-most-baydena-i-udar-po-dohodam-kremlya-tomas-v-o-donnell-ob-embargo-na-rossiyskiy-gaz
- Russian https://kosatka.media/category/blog/news/gazovyy-most-baydena-i-udar-po-dohodam-kremlya-tomas-v-o-donnell-ob-embargo-na-rossiyskiy-gaz
- Ukrainian https://kosatka.media/uk/category/blog/news/gazovyy-most-baydena-i-udar-po-dohodam-kremlya-tomas-v-o-donnell-ob-embargo-na-rossiyskiy-gaz
Biden’s Gas Air Lift and the impact on Kremlin revenue: Thomas W. O’Donnell on the russian gas embargo
28 April 2022 — Author YAROSLAV MARKIN, TETIANA HUZENKO
Europe is going to cut the consumption of gas by a ⅔ in 2022, that is obviously will affect the Kremlin’s revenue. However, an embargo is highly possible as well. Both the Kremlin and the EU, in response to Russia’s new war crimes in Ukraine, could stop the gas flows.
In such a case, LNG supplies are to help weather the crisis of 2022-2023 via Biden Air Lift. The last mentioned is being set up by the US and EU diplomats and is patterned on the Berlin Air Lift of 1949. Berlin Air Lift was a system of food and coal supply during the times when the USSR had been blocking land routes.
This would be the end of Russian gas supplies to Europe forever, an international expert and senior energy and geopolitics analyst at GlobalBarrel.com, Dr Thomas W. O’Donnell believes.
He told Kosatka.Media how quickly Europe would be able to abandon Russian gas, what alternative supply routes could be used, and whether Hungary and Austria, obsessed with Russian gas, could prevent this.
The analogue of Putin’s army in the energy sector
• How much gas does Europe import from Russia per year? Who are the major consumers?
There are two different market processes whereby Russian gas is purchased by Europe. If we speak about only gas delivered by pipeline, these are:
І. Via long-term contracts, agreements which are for natural gas to be delivered for several years, perhaps from five to as much as 20 years.

ІІ. Via the “spot” market. These are short-term contracts for gas to be delivered the following month. It is also possible to buy gas day-by-day, where traders agree to a price for gas delivered the next day. Here, gas traders consult the future’s market, which has set the price for gas delivered the next day, or the next month, or some number of months in the future.
Continue readingPosted in Energy and Geopolitics, EU gas, gas crisis, Gazprom, geopolitics, Germany, Interview, Naftogaz, Russia, Sanctions, The USA, Ukraine, Uncategorized
Tagged Energy, gas, geopolitics, Germany, Interview, Kostaka.Media, Russia, Sanctions, Ukraine, United States
Le dije a Radio Clarín Buenos Aires: Putin amenaza con cortarle el gas a la UE/Alemania, pero no tiene otra fuente de dinero. Si lo hace, Biden y la UE organizarán un “Gas-Lift” … [Spanish]
Re: Urgente Pedido de Entrevista Periodística – Corresponsales Clarín y La Nación – Argentina
De Maria E… … Fri, Apr 29, 11:50 PM
Dr. O ´Donnell, … Estas son las preguntas para la entrevista del domingo:
1¿Alemania tiene otra posibilidad que no sea seguir comprando el gas ruso? ¿Cuáles serían sus otras opciones?
Repuesta: Antes que nada, muchas gracias por esta oportunidad de hablar con su audiencia argentina.
Pues, debo señalar que hay dos problemas diferentes: el suministro de petróleo ruso a Alemania y Europa y el suministro de gas ruso a Alemania y Europa. Me preguntas por el gas. El gas es mucho más difícil para Europa y para Alemania que el petróleo Hay dos casos: una reducción gradual o parcial de gas o un corte inmediato.
Un corte gradual se puede manejar bastante bien. Ahora Putin está tratando de dividir y conquistar Europa cortando el suministro de gas a Polonia y Bulgaria.
Un recorte inmediato, ya sea por parte de Putin o debido a las sanciones de la UE, crearía una gran crisis energética en Europa. Sin embargo, es importante entender que, al final, Putin está en una posición mucho más débil.
Si Putin corta todos los suministros de gas a Europa, ahora no hay suficiente gas en el mercado mundial para compensar. Pero Occidente, y especialmente EE. UU., la administración Biden, se ha estado preparando para esto al menos dos meses antes de que Putin invadiera Ucrania, incluso antes de que Europa creyera las advertencias de EE. UU. de que Putin atacaría Ucrania.
Continue readingPosted in Berlin, Climate Change, Ehergiewende, Energiewende, Energy and Geopolitics, Energy and Geostrategy, EU gas, Euroepen Union, gas crisis, Gazprom, gazprom, geopolitics, Germany, Global Oil Market, international relations, Iran, Iran nuclear, Iran sanctions, Latin America, Nord Stream, oil, Oil Crisis, Oil prices, Oil supply, Poland, Putin, Russia, Sanctions, The USA, Ukraine, Ukraine, Uncategorized
Tagged Buenos Aires, Energy, geopolitics, Germany, oil sector, Putin, Radio Clarin, Russia, Sanctions, Ukraine, United States, War

