International Market Analysis


Category Archives: Energy Security

Russia’s Quarrel With Turkey Is Distracting—and Dangerous

The National Interest December 3, 2015 By Ariel Cohen De-escalation is crucial in order to restore focus on the Syrian war itself. As the world’s leaders gathered for the COP 21 climate change summit in Paris, a more immediate and grave threat should have preoccupied their attention. Two regional powers, Russia and Turkey, have

Read the full article…

REPORT: Developing a Western Energy Strategy for the Black Sea Region and Beyond

Atlantic Council November 18, 2015 By Dr. Ariel Cohen In Developing a Western Energy Strategy for the Black Sea Region and Beyond, Senior Fellow at the Atlantic Council’s Dinu Patriciu Eurasia Center and Global Energy Center Ariel Cohen addresses the urgent need for a European policy on Black Sea energy following Russia’s annexation of Crimea.

Read the full article…

Ariel Cohen: Georgia Could Become an Energy Exporter

Georgia Today October 29, 2015 By Zviad Adzinbaia Georgia Today, like many of our Readers, was interested in the groundbreaking announcement by a US independent oil and gas exploration and production company Frontera Resources over discovery of an estimated 3.8 trillion cubic meters of gas in the Georgian region of Kakheti early this month. To

Read the full article…

Turkey Energy Deals: Moscow’s Increased Intervention In Syrian War Is Putting Economic Accords With Ankara At Risk

International Business Times October 17, 2015 By Christopher Harress The European Union on Monday scheduled talks with Russia to press for the speedy resolution of a dispute with Ukraine that has hit gas supplies to countries in eastern and southern Europe facing freezing temperatures. Turkey has increased gas delivered from Russia via the Blue-Stream pipeline

Read the full article…

War in Syria: Time for America to Get Tough on Russia

The National Interest October 15, 2015 By Ariel Cohen Last week, Russia hit Syria with 26 Kalibr cruise missiles fired from its warships in the Caspian Sea. The strikes mirrored the U.S. Tomahawk missile strikes against Iraq and Afghanistan of the past decade. This is the first time Russia is using military force outside the

Read the full article…

Why Russia keeps pumping crude even as oil prices plummet

The Christian Science Monitor September 8, 2015 By Cristina Maza, Staff writer Russia – despite serious economic headwinds, and Western energy sanctions – is scrambling make sure it retains its status as a global leader in oil and gas. The persistent collapse of oil prices has been chalked up to a game of chicken between

Read the full article…


Natural Gas Europe
June 29th, 2015
By Ariel Cohen

The efforts of China to ensure its economic development and preeminence include the creation of the “New Silk Road” – the enormous system of infrastructure mega-projects to stretch from the Pacific to the Atlantic. If completed, it will be the largest infrastructure undertaking ever built. Natural gas features prominently in the plan.

Beyond Oil and Gas: Kazakhstan Bets its Future on Reform

Natural Gas Europe
June 08, 2015
By Dr. Ariel Cohen

Recent events in Ukraine and Russia’s anti-Western rhetoric and military posture force European energy consumers to look for alternatives for Russian hydrocarbons. One of the possible suppliers of both oil and gas could be Kazakhstan, which boast the largest hydrocarbon resources in the oil-rich Caspian basin.


The Atlantic Council
June 03, 2015
By Dr. Ariel Cohen

When oil ministers from the Organization of the Petroleum Exporting Countries (OPEC) meet in Vienna on June 5, they’ll face a strategic dilemma. Political instability in the Middle East and North Africa (MENA) is discouraging capital investment in local oil and gas projects, and shifting interest to North Americanshale—despite MENA’s cheap, abundant and easy-to-extract hydrocarbon resources (see graphs below). Although the current oil slump has hurt investment worldwide, the recovery period appears to favor investment in North America, the Caspian, and Africa at OPEC’s expense.