Category: Energy
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Russian Gas, American Control
The U.S. backs resuming Russian gas sales to Europe through Ukraine, despite European opposition and years of efforts to end dependence on Moscow (WSJ). What is your deepest take? Is that possible? Energy-100, Energy Chief: ENERGY 100 | Strategic Intelligence Assessment Washington, Moscow, Kyiv and the battle for Europe’s energy architecture My central assessment: Resuming…
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Europe’s Energy Cracks
The benchmark Dutch TTF contract reached €97 per megawatt-hour on Monday, up as much as 3.5 percent, driven by tight supplies, low storage at 74.62 percent across the EU—the lowest for this season since 2009—and expected heating demand from colder temperatures. What is your deepest take? Energy-100, Energy Chief: ENERGY 100 | Strategic Intelligence Assessment…
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Global Energy Crisis Deepens
U.S. WTI crude climbed above $100 a barrel Tuesday, up 17% from its October 6 low, while Brent topped $111—its highest since May—due to escalating geopolitical tensions. Traders are baking in a sharp risk premium over potential disruptions in the Strait of Hormuz, with even December 2027 Brent futures nearing $90, a record high. The…
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Washington Fuels Putin, Europe Pushes Back
Kaja Kallas warned that suspending sanctions on Russian diesel would hand Putin more funds for the war in Ukraine, as Russian attacks hit residential areas hard. Swedish Prime Minister Ulf Kristersson echoed this, regretting a U.S. deal on diesel supplies that bolsters Russia’s war chest, while EU foreign ministers prepare to approve their largest sanctions…
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Trump’s Diesel Deal: Putin Gains, Sanctions Weaken
After a call with Putin, Trump said Russia will supply over 300,000 tons of diesel immediately, 500,000 tons in November, and 1 million tons soon after (with more possible depending on damaged refineries). The U.S. Treasury issued a temporary license allowing Russian diesel imports through April 2027. Trump said the move, combined with U.S. control…