... learn that he has entered one of the most vital and fiercely contested waters of the seven seas. He would grasp he has been embroiled into one of the biggest geopolitical chess games, except all the pieces are real and the consequences of a checkmate are ... ... in my post “Wary Bear and Shrewd Dragon”. As a matter of fact, it was one of the key issues we discussed with Dr. Mitrova, but due to its intricate nature and sheer number of players involved I decided not to add it into that original post....
... realisation, quantities and deadlines, will be substantially different from the official estimates. As quantities will be lower, deadlines will be pushed back and we can expect more difficulties along the way as usually is the case when dealing with gas and oil, and this set of players. Mitrova anticipates that a maximum of 40bcm will be piped to China, not the 70bcm officially endorsed by the government which naturally tends to optimise its goals. Also, the 2017 deadline will likely be achieved closer to 2022. Unfortunately, this puts ...
... applied. In this post issues like energy weaponry (enormous logical fallacy in my opinion), market reforms, looming contract litigation, energy security, shale revolution and domestic challenges will be discussed. In this post I am joined by the Head of Oil and Gas at the Energy Research Institute of the Russian Academy of Sciences, Dr. Tatiana Mitrova. This is the first of two posts from this special series, so keep tuned, please feel free to comment and enjoy!
Personal Note:
My regular readers may have noticed that I have recently been away from blogging, Twitter and journalism; this ...
... likely to oppose the presence of the energy industry and fragmentation challenge could be avoided or renegotiated.
Tatyana Mitrova provides a great summary, in her Skolkovo presentation, outlining the overall mood of the event - as the slide below illustrates: ... ... events as a threat, they should be viewed as a chance to diversify, become more efficient or even transparent.
Igor Ossipov
Oil & Gas Eurasia Correspondent, Oil/Diesel Broker and RIAC Blogger.