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Ukraine

Russia increases oil exports from western ports by 11% in September
Russia plans to ship 2.1 million barrels per day from its western ports in September, revising exports upward amid lower domestic demand following drone attacks on key refineries.
OPEC+ approves 137,000 barrels/day increase starting in October
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.

Two sanctioned Russian LNG carriers deliver to China despite restrictions

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.
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OPEC+ prepares for decisive debate on quotas amid surplus risk
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 shipowners cut Russian crude links under new compliance rules
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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Transneft strategic site targeted in Russia strike
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.
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.

Russia targets 30 million tons of coal transported via Pacific Railway by 2026

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.
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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.
Gazprom and CNPC seal binding agreement for the Power of Siberia 2 project
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.

T Plus to maintain electricity production at 57.6 TWh in 2025

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.
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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.
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.

Moscow and Bratislava discuss the Ukrainian conflict and energy cooperation

Vladimir Putin and Robert Fico met in China to address the war in Ukraine, regional security and energy relations between Russia and Slovakia.
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Aramco and SOMO suspend crude supplies to India’s Nayara Energy
Saudi and Iraqi exporters halted supplies to Nayara Energy, forcing the Rosneft-controlled Indian refiner to rely solely on Russian crude in August.
Rosatom prepares new nuclear projects in India and Turkey
Russian nuclear group Rosatom has confirmed advanced discussions with India and Turkey to launch new power plants, including advanced and floating reactor technologies.

Hungary launches pipeline with Serbia despite regional supply tensions

Budapest plans to complete a new oil link with Belgrade by 2027, despite risks of dependency on Russian flows amid ongoing strikes on infrastructure.
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Hungary receives over 5 bn m³ of Russian gas via TurkStream in 2024
Hungary has imported over 5 billion cubic metres of Russian natural gas since January via TurkStream, under its long-term agreements with Gazprom, thereby supporting its national energy infrastructure.
Fico to meet Putin in China before hosting Zelensky in Slovakia
Slovak Prime Minister Robert Fico plans to meet Vladimir Putin in Beijing before receiving Volodymyr Zelensky in Bratislava, marking a diplomatic shift in his relations with Moscow and Kyiv.
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Orazul Energy launches cash tender offer for its 2027 notes
Iraq in talks with ExxonMobil for refining capacities in Asia
Greek shipowners cut Russian crude links under new compliance rules
Envision Energy signs exclusive agreement for 4.5 GW wind project in Turkey
NatPower Marine and Wah Kwong launch electric port network across 30 Asian ports
Russian attacks disable Ukrainian power plants
Two Ukrainian hydroelectric plants have been taken out of service by Russian attacks, exacerbating the country's energy crisis and underscoring the urgent need for international support.
Centrales hydroélectrique frappés
Akkuyu: Strategic launch of Turkey’s first nuclear power plant
The Akkuyu nuclear power plant, a strategic milestone for Turkey, is set to transform the country's energy supply.
Avancée du premier projet nucléaire civil de la Turquie

Putin in China: Energy and strategic challenges

Russian President Vladimir Putin will visit China on May 16 and 17 to strengthen energy cooperation with Beijing, in response to Western sanctions. The visit aims to consolidate the Sino-Russian alliance and navigate the strategic challenges posed by US sanctions on Chinese financial institutions.
Sommer Russi Chine Mai 2024
India adopts WIM LNG index under Novak’s influence
Alexander Novak, Russia's Deputy Prime Minister, extends his economic influence to include the fight against sanctions and integrates the West India Marker (WIM) into India's gas contracts.
Novak WIM Stratégie Énergétique Inde
Russia: Alexander Novak, pillar of Russia’s energy and economic strategy
Alexander Novak, bolstered by a new economic role in Russia, aims to thwart sanctions while steering relations with OPEC+.
Novak Russie Économie Énergie Sanctions OPEC+

OPEC+: Falling production and tensions over quotas

OPEC+ oil production is falling, with Russia stepping up cuts despite attacks and compliance challenges that continue to cause tension within the group.
OPEP + baisse production
America’s New Course on Enriched Uranium: Implications and Adaptations
The new US law banning Russian enriched uranium means major adjustments for nuclear operators, prompting questions and adaptation strategies.
Sénat américain Uranium russe
Russian enriched uranium soon to be banned from import by the USA
The US ban on Russian enriched uranium imports could have significant consequences for the global nuclear fuel market and directly affect the US industry, warned Russian nuclear company Rosatom.
Interdiction Uranium Russe Etats-Unis

Ukraine: Russian attacks on energy and rail infrastructure

Russian forces carried out a massive attack on Ukrainian energy infrastructure, injuring at least six people. The strikes also targeted railroads, disrupting the transport of goods and military supplies.
Frappes russes sur infrastructures énergétiques et ferroviaires ukrainiennes
Liquefied natural gas shortage in Northwest Europe
Demand for liquefied natural gas (LNG) in North-Western Europe fell in April, putting the region under pressure in the shoulder season.
Baisse Importations GNL Europe
Russian thermal coal: higher demand expected
Following the Russian government's decision to temporarily abolish customs duties on exports of thermal coal and anthracite, an increase in demand is anticipated, despite competition and current sanctions.
Demande accrue pour le charbon russe

Russian oil exports fall sharply in April

In April, Russian oil product exports hit a post-pandemic low, impacted by drone attacks and flooding.
Crise Exportations Pétrolières Russes
Russian gas pipeline: reduced flows to Europe in April
In April, Russian gas flows to Europe declined, with a notable reduction via the TurkStream pipeline.
Flux Gaziers Russes Réduits
BP reports a sharp fall in first-quarter profits
BP reports a significant drop in first-quarter profits, attributed to lower hydrocarbon prices and lower margins.
Résultats BP T1 2024

United States: new tax rules for electric vehicles

The Biden administration's latest regulation for electric vehicles aims to consolidate the supply chain for critical minerals in the United States and its allies.
Règle fiscale véhicules électriques USA
OMV: Higher net profit despite lower gas sales
OMV, the Austrian oil and gas group, reported a 20% increase in net profit for the first quarter of 2024, despite a notable drop in gas prices and overall demand.
OMV résultats T1 2024
Oliver Stone: Nuclear advocacy in “Nuclear Now” documentary
Oliver Stone defends nuclear power as a solution to climate change in his new documentary, "Nuclear Now", recently shown in Paris.
Nuclear Now documentaire Oliver Stone nucléaire

Nuclear: ITER makes new magnetic acquisitions

ITER is progressing with the installation of its crucial superconducting coils and magnets, marking a significant milestone in the construction of the nuclear fusion device.
Avancées Cruciales pour ITER
United States: restrictions on Russian uranium imports
New US legislation to restrict imports of low-enriched uranium (LEU) restricts imports of Russian uranium to strengthen national energy security and boost the local nuclear sector.
La loi américaine limite l'importation d'uranium russe pour stimuler la production nationale et renforcer la sécurité énergétique.
Russia: economic crisis at Gazprom in the face of sanctions and sabotage
In 2023, Gazprom posted a record loss of 6.4 billion euros, marked by international sanctions and the sabotage of its pipelines.
Gazprom Face à des Pertes Record en 2023
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