Europe’s gas conundrum

If Europe is willing to pay the price of expensive LNG imports, it could severely undermine Russia’s ability to earn hard currency via gas exports to finance the war in Ukraine. But this would carry high costs for Europe, too. Read More Here

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The U.S. Dominates New Oil And Gas Production

The American fracking for oil and natural gas boom will continue on through the 2020s. And why not? Since fracking took off in 2008, the U.S. has more than doubled our proven oil reserves to ~65 billion barrels. Natural gas reserves have surged over 80% to ~430 trillion cubic feet. Already the largest oil and […]

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Will China Freeze America Out Of The Arctic?

The implications of China owning a large “stake” in what will likely become strategic Arctic waterways is concerning since China could use its economic leverage to deny passage to U.S. or allied ships or those ships that threaten its interests. To be clear, this has not happened and China has not declared that this is […]

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Why China Is Building A New City Out In The Desert Of Oman

Nobody is going to confuse the dusty fishing village of Duqm for Dubai. But Oman intends to change this by building an entirely new, $10.7 billion transit-oriented industrial city on the desertified coast of the Arabian Sea, 550 kilometers south of Muscat. More accurately, China intends to change this by building an entirely new $10.7 billion transit-oriented industrial […]

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Chinese In The Russian Far East: A Geopolitical Time Bomb?

Recent meetings between Beijing and Moscow – at the Belt and Road Forum last month and at a two-day summit last week in Russia – are the latest in a string of efforts to strengthen Sino-Russian ties, especially along the border. However, like many nations, Russia has found that working with China can be a double-edged sword. Read […]

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Regional Plans

The port at Chabahar and the attendant road infrastructure being built by India, Iran and Afghanistan is not an event to turn our backs on. There is every reason for Pakistan to ask for a place on that table. The possibilities that regional cooperation open up are far too great to be sacrificed at the […]

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Russia’s Economic Stagnation

The Russian economy faces low growth at best and prolonged stagnation at worst. The outcome does not depend on oil prices and sanctions alone but also on more deeply rooted problems. Although some reckon that prolonged stagnation would bring Putin down, his repressive system shields him from economic mismanagement and from the costs of political […]

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