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PAST NEWSLETTERS

Main Takeaways for the week of January 5, 2022

New year, same energy crises. Europe continues to face high prices for natural gas due to short supply from Russia, prompting France to consider allowing utilities to burn more coal. Other strange events unfold in Europe, including U.K. natural gas prices briefly going negative, ammonia production restarting at eyewatering prices, and Germany warning of “dangerous” nuclear while German Chancellor Olaf Scholz seeks “reset” of relations with gas supplier Russia. OPEC+ signals confidence that Omicron will have a muted effect on oil demand. Pakistan and Kazakhstan are walloped by high energy prices. Energy vulnerabilities are becoming evident in New England and Texas. Major coal exporter Indonesia cuts off all exports until a domestic shortage is resolved.


Featured Article

Little Green Men and the Resurgence of Civilian Nuclear Power by Richard Norris for CGAI


Headlines

Global Petroleum Liquids

Global LNG

Global Coal

North American Energy Infrastructure

U.S. - China Energy Relations

  • No significant developments

EU – Russia Energy Relations

U.S. - Canada Energy Relations

Middle East Energy Geopolitics

Canadian Oil and Gas

  • No significant developments

Central Asia Energy Geopolitics

Electricity

Renewables

Copper

Lithium

Nickel

  • No significant developments

Cobalt

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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