Ukraine

OPEC+ begins a new phase of gradual production increases, starting to lift 1.65 million barrels/day of voluntary cuts after the early conclusion of a 2.2 million barrels/day phaseout.
The Voskhod and Zarya vessels, targeted by Western sanctions, departed China’s Beihai terminal after potentially offloading liquefied natural gas from the Arctic LNG 2 project.

BlueNord lowers Tyra production guidance for Q3 2025

Norwegian company BlueNord has revised downward its production forecasts for the Tyra gas field for the third quarter, following unplanned outages and more impactful maintenance than anticipated.
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Eight OPEC+ members will meet to adjust their quotas as forecasts point to a global surplus of 3 million barrels per day by year-end.
Greek shipping companies are gradually withdrawing from transporting Russian crude as the European Union tightens compliance conditions on price caps.

Zelensky urges Slovakia to stop buying Russian oil via Druzhba pipeline

The Ukrainian president demanded that Slovakia end its imports of Russian crude, offering an alternative supply solution amid ongoing war and growing diplomatic tensions over the Druzhba pipeline.
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A key station on the Stalnoy Kon pipeline, essential for transporting petroleum products between Belarus and Russia, was targeted in a drone strike carried out by Ukrainian forces in Bryansk Oblast.
Orsted and two U.S. states have taken federal legal action to contest the abrupt halt of the Revolution Wind project, a $5 billion offshore venture now at risk of prolonged suspension.

Oil flow via Druzhba to Germany restored after drone strike

Rosneft Germany announces the resumption of oil deliveries to the PCK refinery, following repairs to the Druzhba pipeline hit by a drone strike in Russia that disrupted Kazakh supply.
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The new Russian railway line linking the Elga mine to the Sea of Okhotsk port will reach full capacity in 2026, after an operational testing phase scheduled for 2025.
The Danish Energy Agency confirmed the rejection of 37 feasibility study permit applications, citing European Union state aid rules and lack of competition.

Indian imports of Russian oil rise 15% in first half of 2025

India increased its purchases of Russian oil and petroleum products by 15% over six months, despite new US trade sanctions targeting these transactions.
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Gazprom and China National Petroleum Corporation have signed a binding memorandum to build the Power of Siberia 2 pipeline, set to deliver 50 bcm of Russian gas per year to China via Mongolia.
Russian group T Plus plans to stabilise its electricity output at 57.6 TWh in 2025, despite a decline recorded in the first half of the year, according to Chief Executive Officer Pavel Snikkars.

Indonesia and Eurasian Economic Union to sign free trade deal by end of 2025

Indonesia will finalise a free trade agreement with the Eurasian Economic Union by year-end, paving the way for expanded energy projects with Russia, including refining and natural gas.
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thyssenkrupp nucera has completed the purchase of key assets from Green Hydrogen Systems, strengthening its position in pressurised alkaline electrolysis for industrial hydrogen production.
The Romanian government is asking the European Union for a five-year delay on the closure of 2.6 gigawatts of coal capacity, citing delays in bringing gas and solar alternatives online.

Putin asks Slovakia to block energy flows to Ukraine

During a meeting in Beijing, Vladimir Putin called on Slovakia to suspend its energy deliveries to Ukraine, citing Ukrainian strikes on Russian energy infrastructure as justification.
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Vladimir Putin and Robert Fico met in China to address the war in Ukraine, regional security and energy relations between Russia and Slovakia.
Saudi and Iraqi exporters halted supplies to Nayara Energy, forcing the Rosneft-controlled Indian refiner to rely solely on Russian crude in August.
At the heart of the vast northern expanses, Sami communities see their ancestral ways of life challenged by the rise of renewable projects. A factual narrative revealing the tensions between economic modernization and the preservation of millennia-old traditions.
Ørsted, a Danish renewable energy specialist, is undergoing a major reshuffle following difficulties in the U.S., with the resignation of its CEO and the appointment of his deputy.

Moldova Routes Gas to Transnistria Thanks to the EU

Moldova begins routing gas to Transnistria with the help of €30 million from the EU, ensuring supply until February 10 despite the energy crisis.
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The separatist authorities of Transnistria accuse Chisinau of diverting the European aid of 30 million euros intended for gas purchases. Disagreements persist over the distribution of resources amid the ongoing energy crisis following the halt of Russian deliveries.
Swedish manufacturer Alleima signs a second major order with Doosan Enerbility for the supply of steam generator tubes for NuScale Power's Small Modular Reactors (SMRs).

American Pressure and Market Balance: OPEC+ Faces Trump’s Demands

The Trump administration is increasing pressure on OPEC to boost oil production. Between economic strategies and geopolitical stakes, global market balance remains fragile as OPEC+ takes a cautious approach ahead of key decisions.
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Bihor County in Romania accelerates geothermal energy integration into its energy economy. With over €45 million invested, mostly funded by the European Union, the region highlights the growing profitability of this resource.
Kazakhstan begins shale oil production in 2025, marking a new step in its economic strategy amidst growth challenges and energy dependency.

Europe Falling Behind on Its Own Hydrogen Objectives for 2030

Despite strong ambitions for renewable hydrogen, Europe is struggling to align its national and industrial efforts, with only 2% of projects surpassing the feasibility stage, according to a report by EY.
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Energy issues and political strategies are shaping relations between Trump, Putin, and Zelensky as negotiations over Ukraine could redefine the global geopolitical balance.
In the midst of prolonged tensions with Russia, Ukraine offers to provide free coal to Transnistria, a pro-Russian region of Moldova, to alleviate an energy crisis worsened by the cutoff of Russian gas supplies.

Hungary Threatens to Block EU Sanctions Against Russia to Restore Gas Transit

Hungarian Prime Minister Viktor Orban conditions the continuation of European sanctions against Russia on the restoration of Russian gas transit through Ukraine, citing the economic impact on Hungary.
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Global natural gas markets will remain tight in 2025, with rising demand meeting slower supply growth. Geopolitical tensions could further exacerbate these market pressures.
The United States, with only 10% of its electricity generated by wind in 2023, risks being surpassed by China, according to a report from the think tank Ember. Europe, on the other hand, is making significant progress.

Nigeria strengthens its energy alliances with the BRICS

Africa’s leading oil producer, Nigeria, relies on new partnerships to finance its infrastructure, diversify its markets, and integrate nuclear, solar, and gas projects into its growth strategy.
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A Bosnian entity adopts a text to build a gas pipeline toward Croatia. This measure aims to diversify supply and reduce reliance on Russian gas, under the notable impetus of American diplomacy.
In 2025, nuclear energy will reach an unprecedented production level, driven by China and the growing global electricity demand. Former leaders, such as the United States and Europe, see their influence diminish amidst these changes.

Sabotage of Nord Stream Pipelines: Political and Economic Impact of Record Methane Emissions

The sabotage of the Nord Stream pipelines in 2022 caused massive methane leaks, estimated at 465,000 tons. These record emissions raise major strategic and environmental issues for the energy industry.
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Global oil demand reaches 102.9 million barrels per day in 2024, driven by a cold winter. US sanctions on Russia and Iran weigh on supply prospects for 2025.
Nearly 120 missiles and drones targeted key infrastructures in Ukraine, causing widespread power outages. This attack occurred as Volodymyr Zelensky met with European leaders in Poland.