Energy Security Forum Newsletter



Main Takeaways for the week of February 16, 2022

Some indications that Russia may accept a diplomatic solution over Ukraine, though troops remain at the border. Shutdown of Ambassador Bridge may reduce Canada’s credibility as a reliable trading partner. France planning massive nuclear power expansion. High oil prices are hurting refiners and consumers in South Korea. Israel continues diplomatic successes with Arab states at EGYPS. Natural gas restraints led New England to burn oil to meet much of its electricity needs. Coal and metals miners are making a killing due to shortages. 

Featured Article

 “Canada critical to helping ensure global supply chain security”, by CGAI Fellow Stephen R. Nagy for The Japan Times

Upcoming Event

Electric Vehicle Cybersecurity and Grid Vulnerability

Wednesday, February 16th at 1300 ET – 1100 MT

Moderator Ken Barker (University of Calgary) speaks with Mitra Mirhassani (University of Windsor), Kristen Csenkey (Canadian Global Affairs Institute), and Mohammad Ali Sayed (Concordia University) about the cybersecurity challenges of modern electric vehicles, and how they intersect with vulnerabilities in charging infrastructure and the electrical grid.

Register now: 


Global Petroleum Liquids

Global LNG 

Global Coal

North American Energy Infrastructure

U.S. - China Energy Relations

EU – Russia Energy Relations

China – Russia Energy Relations 

  • No significant developments

U.S. - Canada Energy Relations 

  • No significant developments

Middle East Energy Geopolitics

Central Asia Energy Geopolitics

Canadian Oil and Gas







  • No significant developments



  • No significant developments




It underlines an important point, something often lost amid woolly discussions about industrial strategy: it's all very well having the smartest folks or the best industrial processes but all too often what matters is proximity. Japan built a battery industry in large part because it was also making the products into which those batteries are inserted. This gravitational pull matters with many products but especially with batteries, which are classed as dangerous, combustible goods subject to many checks and trade barriers.

The United States and our Allies and partners around the world are ready to impose powerful sanctions on [and] export controls, including actions that did not — we did not pursue when Russia invaded Crimea and eastern Ukraine in 2014.  We will put intense pressure on their largest and most significant financial institutions and key industries. These measures are ready to go as soon and if Russia moves.  We’ll impose long-term consequences that will undermine Russia’s ability to compete economically and strategically.

Last year really took everyone by surprise, because falling battery pack costs was going to be the key to driving EV uptake, and that is going to be a challenge, especially as increasingly the higher battery raw materials costs are passed onto downstream users.  

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