International Market Analysis

 

Category Archives: Russia & Eurasia

The Struggle To Redraw Eurasia’s Energy Map

Russian missiles continue pounding Ukraine’s energy infrastructure despite President Vladimir Putin’s unilateral declaration of a ceasefire on May 9th. Earlier, Russian Deputy ‌Prime Minister Alexander Novak announced the suspension of Kazakh crude oil supplies via the Druzhba pipeline to Germany starting May 1st. This pipeline, which became operational in the 1960s, runs from Tatarstan, Russia, and branches through Belarus

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Russia And Iran Are Reshaping Regional Power In Crisis And Confrontation

The U.S./Israel-Iran war is not just a confrontation with the Shia theocratic dictatorship in Iran and the Iranian proxies, like the Houthis and Hezbollah, involved in combat operations. Iran’s patrons and backers, primarily China and Russia, factor heavily in the mix. And there is no greater backer of Iran than Russia. Read the full article here.

Questions Remain About Russian Oil In U.S.–India Trade Deal

President Donald Trump promised to reconsider tariffs on India if New Delhi ceases purchasing Russian crude oil. Targeting Moscow’s second-largest crude oil buyer strikes directly at the Kremlin’s financial underbelly in its war of attrition against Ukraine. While this leverage may prove consequential as peace talks are limping, some in Washington worry that pressure on India is

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Uncertainty: Top 5 Russian Energy Trends To Watch In 2026

The Russia-Ukraine war has been brutal to the Russian energy sector. New problems are emerging, and old issues are accumulating as Russia enters 2026. Losing Syria in December of 2024 and Venezuela in January 2026 exposes Russia’s global ambition as an emperor with no clothes. Ukraine’s bloody slog comes at a huge cost. Read the full article

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Decline: Top Five 2025 Developments In Russian Energy

Exporting energy has long been recognized as a money-making machine for Moscow. It has not only filled the Kremlin’s war chest but also generated immense personal wealth for Russian leaders and affiliated oligarchs. But in 2025, the picture of Russian energy became much more complicated. The Russian energy sector now functions not only as a strategic asset

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A Year After Assad’s Fall, Russia Preserves Syrian Energy Influence

A year after former Syrian President Bashar al-Assad’s Ba’athist dictatorship collapsed under the blows of Ahmed El-Sharaa’s Hayat Tahrir al-Sham (Organization for the Liberation of the Levant) Islamist militia, the Kremlin, the patron of the deposed regime has not disappeared. Despite expectations, Russia has not withdrawn from Syria, but instead has retrenched itself “under new

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How Oil Reveals The Cracks In Russia’s War Economy

Russia’s war machine is showing unmistakable signs of strain. After nearly four years of fiscal overreach caused by injecting trillions of rubles into the Russian economy, the Kremlin can no longer disguise its distress. American envoys met in Geneva on Sunday, November 23rd with Ukrainian officials to discuss a permanent ceasefire, however, this is no time

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Investment Booms In Eurasia After Abraham Accords Expand

When Kazakhstan’s president Kassym Jomart Tokayev announced, during a meeting with President Trump in the Oval Office, that Kazakhstan would join the Abraham Accords, markets rejoiced, and the decision was lauded in boardrooms and policy chanceries from Washington to Beijing and from New York to Shanghai. Kazakhstan’s joining transformed the process initiated by President Donald J.

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Energy Deficit Can Cloud The Future Of Russia’s Megacity

The U.S.-China competition for AI dominance is on, and one key arena where China has so far outrun the competition is the emergence of “cloud cities” or “smart cities” – mega-cities that integrate AI-run capabilities and robotics to run things more efficiently, and help to mitigate negative impacts on the environment, improving the quality of life for

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