Ukraine’s drone campaign against Russia’s energy infrastructure takes a toll, but falls short of a game changer
Ukraine's long-range drone campaign targeting Russian energy infrastructure has inflicted real damage, but isn't yet decisive.
External Publications by Akos Losz, Tim Boersma & Tatiana Mitrova • April 23, 2019
Record-high spot LNG charter rates caught markets by surprise in 2018, demonstrating that bottlenecks can emerge suddenly and unexpectedly along the entire natural gas supply chain. In an excerpt from A Changing Global Gas Order 3.0, authors Akos Losz, Tim Boersma, and Tatiana Mitrova analyze the causes of the 2018 LNG vessel cruch and discuss the implications for spot LNG rates moving forward.
The US-Israeli war against Iran highlights the Gulf’s dual role as the backbone of global energy supply and a major source of systemic risk.
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External Publications by Akos Losz, Tim Boersma & Tatiana Mitrova • April 23, 2019