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PAST NEWSLETTERS

Main Takeaways for the week of January 26, 2022

Russian invasion of Ukraine is a highly likely, and Europe is not prepared to intervene. While Europe has enough spare LNG import capacity, this capacity is in the wrong places. Markets for coal, LNG, and oil are all on the rise due to combination of stable demand and supply disruptions. Iran continues its reemergence: China and South Korea sidestep American sanctions and the Houthis strike UAE. Massive blackouts in Central Asia. Solar and wind curtailments hit all-time high in California.


Featured Article

French Nuclear Giant’s Fall Risks Energy Security for All of Europe, by Francois de Beaupuy and Machel Morison 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

  • No significant developments

Middle East Energy Geopolitics

Central Asia Energy Geopolitics

Canadian Oil and Gas

  • No significant developments

Electricity

Renewables

Copper

Lithium

Nickel

Cobalt

  • No significant developments

Hydrogen

  • No significant developments

Nuclear


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EXPERTS IN THE MEDIA

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

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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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