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EnergySource

Dec 6, 2019

The Neue Ostpolitik approach to Nord Stream 2: A legal fiction carried a little too far

By Dr. Benjamin L. Schmitt

Some Nord Stream 2 proponents invoke the Ostpolitik of the late Cold War, which involved West German cooperation with Moscow on Russian energy exports to Western Europe. But this time around, Europe does not need additional Russian gas volumes and its position is in opposition to the views of most of Eastern Europe. From this perspective, Nord Stream 2 is flawed Ostpolitik.

Energy Markets & Governance European Union

EnergySource

Nov 27, 2019

Is Rosneft undermining “maximum pressure” on Venezuela and Iran as Trump looks away?

By Matthew Bryza

US President Donald Trump is conducting policies of “maximum pressure” on two countries, Venezuela and Iran. In Venezuela, Russia’s state-owned oil company, Rosneft, actively undercuts this US policy by helping them circumvent Washington’s tough economic sanctions. Why doesn't Washington apply broad sanctions against the giant Russian company?

Energy Markets & Governance Financial Sanctions and Economic Coercion
Nord Stream pipe

EnergySource

Nov 18, 2019

Nord Stream 2 poses challenges but also means opportunity for the European Union

By Martin Jirušek

With the Nord Stream 2 (NS2) pipeline’s completion date on the horizon, it is becoming apparent that the European Union (EU) is struggling to agree on how the project should be handled. What are the challenges and opportunities the situation present?

European Union Geopolitics & Energy Security
TAP pipeline

EnergySource

Nov 14, 2019

Trans Adriatic Pipeline expansion

By Daniel D. Stein

At least some of the energy security value of the Southern Gas Corridor (SGC) could be in question. While important details remain inaccessible to the public, if Gazprom, a Russian company, is able to book capacity in the expansion of the final leg of the SGC, known as the Trans Adriatic Pipeline (TAP), Gazprom would be able to use a project of strategic importance to European energy security to enhance its own position within European energy markets.

European Union Geopolitics & Energy Security
Saudi Stock Exchange (Tadawul)

EnergySource

Nov 13, 2019

The Saudi Aramco IPO: A valuation saga

By Private: Jean-François Seznec

The Saudi stock exchange in Riyadh has approved the trading of Saudi Aramco’s shares on the local stock market, signaling a rapid start to the initial public offering (IPO). The various investment banks looking to place and sell the shares to their clients have given widely different, but generally low, value to the company and the shares.

Energy Markets & Governance Energy Transitions
Saudi Aramco oil facility

EnergySource

Nov 5, 2019

Two frameworks for understanding the Aramco IPO

By Randolph Bell

The recent announcement that the partial initial public offering (IPO) of Saudi Aramco is finally moving forward is either a cause for celebration or consternation, depending on your perspective. The divergence in views comes from the way in which market players and analysts understand the IPO and the role of Aramco in the Saudi economy.

Energy Markets & Governance Oil and Gas

EnergySource

Oct 31, 2019

Amb. Richard L. Morningstar’s address to the 2019 Gas Asia Summit

By Richard L. Morningstar

If the story of the last decade in natural gas has been a production boom, the story of the next decade will be how that production can support Asia’s demand boom. The opportunities are immense—the challenges are as well.

Energy Transitions Geopolitics & Energy Security
Road at night

EnergySource

Oct 22, 2019

Don’t let the impeachment inquiry interfere with support for Ukraine’s energy independence

By Richard L. Morningstar

We must not lose sight of the fact that an independent Ukraine has been a basic bipartisan tenet of American foreign policy since it broke away from the Soviet Union almost thirty years ago. Reform of Ukraine’s energy sector has been an integral part of that policy, and we cannot let our current domestic political dynamic disrupt a monumental decision point that will determine the future of that industry.

Geopolitics & Energy Security Oil and Gas
Pipeline construction

EnergySource

Oct 17, 2019

The ‘principle of solidarity’: OPAL, Nord Stream, and the shadow over Gazprom

By Alan Riley

The OPAL judgment in Case T-883/16 "Republic of Poland v. European Commission" from the EU General Court will undermine Gazprom’s market dominance in Central and Eastern Europe.

Energy Markets & Governance Europe & Eurasia
European Court of Justice building

EnergySource

Oct 17, 2019

Impact of the European Court of Justice’s Opal decision

By Daniel D. Stein

The recent decision by the European Court of Justice to limit Gazprom’s use of Opal, an onshore pipeline in Germany, has wide-reaching implications for Gazprom’s use of both Nord Stream 1 and Nord Stream 2, as well as Gazprom’s reliance on Ukraine for gas transit to Europe.

Energy Markets & Governance Europe & Eurasia
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