Category: Energy
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Russia’s 24-Year Refining Low
Russian oil refining (crude processing/runs) fell in July 2026 to an estimated 3.6 million barrels per day, the lowest level since May 2002 (a 24-year low), according to EA Analytics data cited by Bloomberg. That figure was roughly one-third below the typical seasonal range of about 5.3–5.6 million barrels per day seen in July in…
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Kuwait’s $16 Billion Pipeline Deal
Kuwait Secures $16 Billion Pipeline Deal with Blackstone, Brookfield and KKR. What is your most up-to-date and in-depth assessment? Energy-100, Energy Chief: Kuwait’s $16 billion “Project Peregrine” is far more than a financial transaction. It is a strategic reconfiguration of how Gulf energy producers monetize infrastructure while preserving sovereign control. In my assessment, this is one of…
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The U.S.–Saudi Nuclear Accord
The Wall Street Journal (and other outlets like the NYT and AP) reported today (July 22, 2026) that President Trump has approved a landmark 30-year civilian nuclear cooperation agreement with Saudi Arabia. What is your most up-to-date and in-depth assessment? Nucleo-100, Chief of Nuclear Doctrine: The reporting today appears to confirm one of the most…
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Ukraine’s Strikes Challenge Russian Fuel
Russian President Vladimir Putin publicly acknowledged that Ukraine’s sustained long-range drone campaign against Russian oil refineries and related infrastructure is causing fuel shortages in Russia. He described it as a “certain shortage” or “certain deficit” that is “not critical,” while noting problems with energy infrastructure and pledging measures like increased air defenses, repairs, imports, and…
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U.S. Restores Pressure on Russian Oil
The United States has reinstated sanctions on Russian oil. What is your most up-to-date and in depth assessment? Energy-100, Energy Chief: The key point is that the United States has not introduced an entirely new sanctions regime, but rather has allowed the temporary waiver on Russian seaborne oil to expire, thereby restoring the full force of sanctions…