International Market Analysis

 

Category Archives: Russia & Eurasia

Central Asia: An Emerging Food And Energy Supplier For The World

The West must understand the groundswell of anti-Russian sentiment that is sweeping Central Asia while understanding the structural constraints facing these governments. An Atlantic Council event “How can Kazakhstan and Central Asia power and feed the world?”, for a forthcoming report by Margarita Assenova, Ariel Cohen, and Wesley Alexander Hill elucidates many of these problems

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Russia’s fingerprints are on Sudan coup attempt

Russia’s influence in Africa remains purely disruptive and predatory. The Kremlin will use Wagner as a cudgel to secure natural resources across Africa and push the U.S. out, just as they evicted France. To keep up, Washington should expand diplomatic engagement, intelligence operations, and sanctioning of all entities linked to Wagner in Africa. Continue reading here.

Russia’s Kowtowing To China: Energy And Beyond

On its one-year anniversary of invading Ukraine, Russian gas sales were halved compared to before the war. Russia hoped that Xi Jinping’s visit to Moscow would allow for some relief. Xi did deliver some flowery language, stating “Right now there are changes – the likes of which we haven’t seen for 100 years – and we are the ones

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OPEC+ Oil Price Rise May Trigger A Recession

The OPEC+ cartel of oil-producing nations led by Saudi Arabia and Russia and chaired by Alexander Novak, Russia’s Deputy Prime Minister and Minister of Energy, is going to remove nearly 1 percent of total global oil production from the market in an apparent effort to increase prices. Despite earlier signals that OPEC+ would make no

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Kazakhstan’s Parliamentary Elections Affect Energy Flows From Eurasia

On March 19th, 2023, Kazakhstan held competitive elections for its lower house – the Mazhilis – to decide the political direction of the young democracy established after the collapse of the Soviet Union. Despite some reported problems, the parliamentary elections were the freest in the country’s history and a vital step forward for Kazakhstan’s democratization and political pluralism. Continue reading

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Energy Diplomacy Isn’t Helping Russia In Africa

Concerns over food security and dependency on Russian foodstuffs force African states to remain distant from the conflict. Now in addition to this food dependency, Russia has begun augmenting its diplomatic playbook in Africa with changes in its energy diplomacy and military power projection. Continue reading here.

Ukraine’s “Marshall Plan” Should Come with Transparency

Ukraine, a democratic ally with a transatlantic orientation, is fighting a domestically and internationally popular defensive conventional war against Russia, a former imperial master that is attempting to deny Ukraine peoplehood and statehood and that happens to be longtime rival to the U.S. With moral indignation driving a rare bipartisan U.S. foreign policy, there is an understandable

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Winter Is Coming. Energy Solutions Are Not.

A grim outlook was presented to European leaders and energy executives by the International Energy Agency (IEA) at its annual energy efficiency conference in Copenhagen on June 8th. Europe is unprepared for the coming winter. Governments across Europe have the difficult task of both finding the required energy for winter and relieving consumers of the burden posed

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To Cap Or Not To Cap: G7’S Overambitious Plan To Punish Russian Oil And Alter The Future Of Oil Markets

On June 28th, leaders of the G7 announced that they agreed to explore the possibility of imposing a price cap on Russian oil to reduce Moscow’s energy revenues. While many view this as political exigency or a futile return to price controls, the truth is far more complex — with reverberations beyond the war in Ukraine or

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