Category Archives: Energy markets

Collateral Damage From Higher Interest Rates

Why to be wary of Larry Summers selling another Volcker-type “kill the economy to save it” interest rate jihad.

Russian Oil Price Cap Will Not Apply To Resold Cargoes

The “collective West” is remarkably attached to sanctions that have hurt them more than Russia. The oil price cap is next in this pattern.

EU Threatens Secondary Sanctions Against Turkey Amid Row Over NATO Bids, Russian Ties

Tensions continue to rise between Türkiye and NATO with the EU threatening Ankara with secondary sanctions over its dealings with Russia and Washington using Greece and Cyprus to pressure Türkiye.

“Nikkei-Owned Financial Times Begins to Crack on Sanctions”

Some serious whinging from Japan about the supposedly new and improved oil and gas sanctions on Russia.

The U.S. Diesel Shortage Is Worsening

That diesel shortage we warned you about is arriving. So what is likely to happen?

Russia Accuses West of Trying to Replicate Ukraine Strategy in Armenia

Moscow accuses the West of using an Ukraine-style strategy in Armenia as more players enter the fold and the situation in the South Caucuses risks spiraling out of control.

Electro-Shock Therapy for Slow Learners in the Ukraine Electric War (Part III)

Russia launches another high-intensity attack on Ukraine’s electric grid, and John Helmer continues his analysis of Russia’s strategy.

Is The IEA Too Optimistic About The Energy Transition?

The IAE says the Ukraine War and the energy crisis are speeding up the global energy transition, but a closer look shows there are reasons to be doubtful.

A Disordered World – Part 3: Pathways

Satyajit Das’ final post on where the world order is headed.

Offloading Climate Responsibility on the Emerging Economy Victims of Climate Change

Climate equity is further complicating fossil fuel reduction plans, with poor countries arguing that the demands made for them are too high.

Satyajit Das: A Disordered World – Part 2: Susceptibilities

Satyajit Das continues his tour of the breakup of the world order, here focusing on financial/economic dislocations and dysfunctional elites

Energy Loss Is Single Biggest Component of Today’s Electricity System

A comparison of efficiency of electrical sources shows renewables come out markedly ahead.

IEA: The Current Energy Crisis Is Unprecedented

The IEA has finally, late in the game, goten the nerve to sound alarms about energy shortages. But nary a word about the role of sanctions

Wall Street Journal on “U.S.-Saudi Relations Buckle” Focuses on Personalities Over End of Unipolar Era

Even though Biden as always is making a bad situation worse, the US-Saudi relationship looks destined to have gone off the rails.