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Main Takeaways for the week of February 2, 2022

Europe considers options to diversify its sources of natural gas in the case of Russian supply disruption. China stresses the importance of balancing climate with energy security by planning continued expansion of enormous coal power fleet to 2030 while also overseeing major additions to offshore wind. Concerns about supply security for coking coal, copper, and nickel multiply. First liquefied hydrogen cargo in history sails from Australia to Japan, but questions about economics of intercontinental hydrogen transport remain.


Featured Article

Ukraine Could Result in Two Gas Supply Scenarios in Europe: Bad and Worse, by Javier Blas for Bloomberg


Headlines

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

Middle East Energy Geopolitics

Central Asia Energy Geopolitics

  • No significant developments

Canadian Oil and Gas

Electricity

Renewables

Copper

Lithium

Nickel

Cobalt

  • No significant developments

Hydrogen

Nuclear

  • No significant developments

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