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PAST NEWSLETTERS

Main Takeaways for the week of January 19, 2022

Russia could invade Ukraine at any moment. Europe is noncommittal about financial and energy sanctions on Russia. Energy crisis in Europe continues to unfold, as more European countries introduce new energy subsidies to protect households from the shock. Oil continues a sharp trend upward, with OPEC+ happy with current prices. Indonesia loosens coal export ban. U.S. Congress sets deadline for end of military use of Chinese rare earth metals. Evidence continues to accumulate of tight lithium market in 2022 and tight copper market into late 2020s.


Featured Article

An Article by the Defence Secretary on the Situation in Ukraine by Ben Wallace, Secretary of State for Defence of the United Kingdom.


Headlines

Global Petroleum Liquids

Global LNG

Global Coal

North American Energy Infrastructure

  • No significant developments

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

Electricity

Renewables

Copper

Lithium

Nickel

  • No significant developments

Cobalt

  • No significant developments

Biofuels

Hydrogen

Nuclear


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EXPERTS IN THE MEDIA

Oil to Remain Above $80 Even With a Recession

by Business Desk (feat. Amrita Sen), Global Herald, July 5, 2022

Sweden, Finland entry to NATO ‘not done deal,’

by Heather Hiscox (feat. Andrew Rasiulis), CBC News, July 5, 2022

Exclusive-China plans $75 billion infrastructure fund to revive economy

by Xiangming Hou and Kevin Yao (feat. Amrita Sen), Reuters, July 4, 2022

À long terme, l’avantage est toujours à la Russie

by Violette Cantin (feat. Ferry de Kerckhove), Le Devoire, July 4, 2022

Pan-Canadian Policy Table

by Alain Gravel (feat. Jean-Christophe Boucher), Ici Radio Canada, July 2, 2022

La place du Canada sur la scène internationale

by Hugo Lavoie (feat. Jocelyn Coulon), Tout un Matin, July 1, 2022


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