International Market Analysis

 

Category Archives: Articles & Blogs

Russia Is Threatening Europe By Attacking Ukrainian Energy

Russia’s targets are not limited to nuclear. A September 12th attack on Ukraine’s second largest thermal powerplant left thousands in major metropolitan areas without power. The attack was a response to Ukrainian counteroffensives, where the Ukrainian military retook over 6,000 sq km of the Russian-occupied territory in the Balakleya, Izyum and Kupiansk regions, and seized the initiative. While this

Read the full article…

The Greed And Geopolitics Of The OPEC+ Oil Production Cut

This move is not unexpected. As I wrote here, President Joe Biden’s failure in Saudi Arabia in July to secure more oil production shook Saudi Arabia’s transactional relationship (security for oil) with the USA to its foundations. Saudi Arabia began importing Russian fuel oils for domestic use to free up more crude oil for export months ago, with the

Read the full article…

Russia’s Purported Sabotage Of The Nord Stream Pipeline Marks A Point Of No Return

There can now be no negotiated reopening or resumption of deliveries even if the battlefields of Ukraine instantly fall silent. The Russians have achieved their immediate goal, with Reuters reporting “Nord Stream AG said it was impossible to estimate when the gas network system’s working capability would be restored.” This winter, Europe is doomed to face

Read the full article…

Russia’s trajectory of hate: A big war against the West coming

Putin, in his Götterdämmerung moment, is fearmongering. In Stalinist propaganda language, he claims that the West “took off their masks and showed their true nature” … “for centuries [the West] wanted to colonize Russia, and after the collapse of the Soviet Union dreamed, but failed, to shatter it into pieces, set off ethnic groups against each other,

Read the full article…

A Tale of Good Intentions and Unexpected Consequences

Despite Francis Fukuyama’s infamous opinion, history certainly did not end. The imperial collapse was an unintended consequence of Gorbachev’s desire to humanize socialism and save the USSR. He utterly failed in both tasks, but Russia and other Soviet republics were liberated from the Communist nightmare, and the world gained 30 years of relative peace, which is

Read the full article…