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Energodigest

Analytics and updates on key energy events from the B1 Moscow Energy Center.

Domino effect in the Chinese economy

Projections of global economic growth keep getting worse. In late July, the IMF adjusted its expectations vs. April (down by 0.4 p.p. to 3.2% and by 0.7 p.p. to 2.9% for 2022 and 2023, respectively).

13.08.2022

Reporting season: oil and gas sector back with a vengeance

Global majors, whose financial results we analyze on a regular basis, are traditionally the ones to start the reporting season in the oil and gas sector.

04.08.2022
Oil

Capping Russian crude: could it work?

Russian crude continues to sell cheaper than the North Sea benchmark, with a barrel of Urals offered at an average discount of $21 in July. Though its price is still $10 higher than last year, it isn’t higher when converted to rubles, but actually dropped 10% y-o-y in the first summer month.

27.07.2022
Oil

India caught in a coal trap

While the energy crisis continues to wreak havoc on Western economies, it is also felt keenly in the East.

20.07.2022
Oil

Gas woes: how much longer?

he growing gas shortage is a facet of the energy crisis that deserves special mention. While at the beginning it seemed that supply disruptions would only last for a couple of months, it’s now becoming clear that the lack of gas will remain a pressing issue in the coming winter and it’s unlikely to be resolved until 2024.

14.07.2022
Gas
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