Category: Energy
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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…
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America’s Oil Export Ascendancy
The United States has emerged as the world’s top exporter of crude oil and petroleum products, overtaking longtime energy giants Russia and Saudi Arabia.For the third straight month, the U.S. has claimed the leading position in global oil exports. In May, shipments climbed to 10.5 million barrels per day. What is your most up-to-date and…
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Putin: Gas Ready for Germany
Speaking at the St. Petersburg International Economic Forum, Putin said Russia stands ready to resume supplies via the intact Pipe B, with Gazprom keeping contracts active and able to start tomorrow if Berlin gives the go-ahead. He framed the offer against Europe’s energy woes after the 2022 sabotage that damaged most Nord Stream lines, while…