JRL NEWSWATCH: “The U.S. plan to break Russia’s grip on nuclear fuel” – Financial Times

“Demand for atomic energy is surging but Moscow dominates the world’s supplies of enriched uranium.” “… Utilities companies have spent two years stockpiling nuclear fuel in case Russian supplies are disrupted. … Washington is undertaking a multibillion-dollar push to rebuild its nuclear supply chain …. More than a fifth of the fuel used by the 93 nuclear reactors in the […]

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RUSSIALINK: “Almost No Russian Oil Sold Below G7 Price Cap – FT” – Moscow Times

Oil Wells File Photo

(Moscow Times – Nov. 14, 2023) Russia has managed to almost entirely circumvent a G7 price cap on its oil exports, with Moscow claiming average sales at more than $20 per barrel above the imposed limit, the Financial Times reported Tuesday, citing Western officials and Russian export data. [ft.com/content/09e8ee14-a665-4644-8ec5-5972070463ad] According to an unnamed senior European official who spoke to FT, […]

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JRL NEWSWATCH: “Ukraine to Putin: You cut our power, we kneecap your biggest economic driver” – Politico

Gas Flame file photo

“‘It would only be fair,’ Galushchenko says of attacking Russian oil and gas in response to possible attacks against Ukraine’s grid this winter.” “Ukraine is open to the possibility of attacking Russia’s oil and gas infrastructure if Moscow ramps up its targeting of Ukraine’s electric system this winter, Ukraine Energy Minister German Galushchenko said …. Galushchenko … said Russia has […]

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JRL NEWSWATCH: “Ukrainian military officer coordinated Nord Stream pipeline attack” – Washington Post

Gas Flame file photo

“Roman Chervinsky, a colonel in Ukraine’s special operations forces, was integral to the brazen sabotage operation, say people familiar with planning.” “… Roman Chervinsky, a decorated 48-year-old colonel who served in Ukraine’s special operations forces, [reportedly] was the ‘coordinator’ of … Nord Stream [sabotage] operation … logistics and support for a six-person team that rented a sailboat under false identities […]

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Russia in Review, Oct. 27-Nov. 3, 2023

File Photo of Red Square, Kremlin, Environs, adapted from image at state.gov

6 Things to Know Commander-in-chief of Ukraine’s armed forces Valery Zaluzhny has admitted that his forces’ offensive has reached a stalemate, while the commander of Ukraine’s ground forces and architect of last year’s successful counteroffensive Oleksandr Syrskyi has described the current conditions along the 600-mile frontline as “difficult” and “challenging.” “There will most likely be no deep and beautiful breakthrough … […]

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Russia Analytical Report, Oct. 23-30, 2023

File Photo of Red Square, Kremlin, Environs, adapted from image at state.gov

(Russia Matters – russiamatters.org) The Kremlin stands to benefit from the Israel-Hamas conflict in three ways, according to Hanna Notte of the James Martin Center for Nonproliferation Studies. The conflict distracts the West from the war in Ukraine; it hinders normalization of relations between Saudi Arabia and Israel; and it helps Russia to style itself as David to the Western […]

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Russia Analytical Report, Oct. 2-10, 2023

File Photo of Red Square, Kremlin, Environs, adapted from image at state.gov

(Russia Matters – russiamatters.org) “An existential threat to Israel could draw American attention away from the Ukrainian cause, possibly smoothing a path toward a Russian triumph in Europe,” CFR’s Bruce Hoffman and Jacob Ware write in War on the Rocks. NYT editors raise a related concern, warning that “the violence in Israel may also strengthen calls to cut military aid to Ukraine.” […]

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JRL NEWSWATCH: “A higher global oil price will help Russia pay for its war; The Kremlin tries new tactics to keep proceeds afloat” – The Economist

Oil Wells file photo, adapted from image at usda.gov

“… After … record volumes in recent months, despite Western embargoes, dwindling production and the [Black Sea navigational] risks … Russia’s crude shipments fell to 3m barrels a day (b/d) in August … 800,000 lower than … April-May … and below pre-war levels. …. On September 5th Russia said it would extend a ‘voluntary’ 300,000 b/d cut … to the […]

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JRL NEWSWATCH: “Following Xi’s lead? Russia takes closer look at Chinese ideology.” – Christian Science Monitor

File Photo of Beijing Temple, adapted from image at lbl.gov

“Is Russia’s future aligned with China? Many in Moscow think so, seeing the two countries’ visions aligning not just geopolitically, but also ideologically – though it may cost Russia considerably.” “… Russia’s turn toward Asia, and China in particular, has been greatly accelerated by souring relations with the West …. Western sanctions [have] made it a matter of urgent necessity […]

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Russia in Review, June 30-July 7, 2023 – 5 Things to Know

File Photo of Red Square, Kremlin, Environs, adapted from image at state.gov

(Russia Matters – russiamatters.org) The U.S. has included cluster munitions in its latest $800 million package of military aid to Ukraine. More than 100 countries have signed onto the Convention on Cluster Munitions, vowing to never use them, but the U.S. is not one of them. A significant percentage of the submunitions often fail to detonate, effectively turning them into […]

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JRL NEWSWATCH: “Russia gas flows through Ukraine could stop next year, Kyiv says” – Financial Times

Gas Flame file photo

“Ukrainian energy minister said renewal of five-year transit contract to supply Europe was unlikely” “One of the last arteries carrying Russian gas to Europe could be shut off by the end of [2024] when Ukraine’s … contract with Gazprom expires … Ukrainian [Minister of Energy German] Galushchenko said … the chances of … [contract] renewal … were slim … [T]he […]

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Russia Analytical Report, June 12-20, 2023 – 4 Ideas to Explore

File Photo of Red Square, Kremlin, Environs, adapted from image at state.gov

(Russia Matters – russiamatters.org) “Ukrainians’ early setbacks are a sign that their offensive will be a long, deadly grind, and not a repeat of their rout of Russian troops in … Kharkiv region late last summer,” according to a new analysis by WSJ reporters Daniel Michaels and Isabel Cole. “It was always going to be difficult,” said Rob Lee, a […]

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Russia in Review, June 9-16, 2023 – 7 Things to Know

File Photo of Red Square, Kremlin, Environs, adapted from image at state.gov

(Russia Matters – russiamatters.org) Ukraine’s military command claimed, as of June 15, to have retaken approximately 40 square miles of territory in the course of its counteroffensive, even as its soldiers encountered what U.S. military officials described as fierce resistance by Russian troops. The latter have reportedly managed to destroy at least four Leopard-2 tanks, 3 Leopard 2R engineering vehicles […]

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JRL NEWSWATCH: “Despite war, post-Soviet states find breaking up with Russia hard to do” – Christian Science Monitor/ Fred Weir

Map of CIS Central Asia and Environs

… [At this year’s Victory Day parade,] Putin was joined … by the leaders of seven other post-Soviet countries, including all five former Soviet Central Asian republics, plus Armenia and Belarus. After more than a year of severe stress, many of those countries have sought to distance themselves from embattled Moscow and find alternative avenues for trade, political connections, and […]

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JRL NEWSWATCH: “U.S. had intelligence of Ukrainian plan to attack Nord Stream project – Washington Post” – Reuters

Gas Flame file photo

“The United States learned of a Ukrainian plan to attack the Nord Stream natural gas pipelines three months before they were damaged … The Washington Post reported … citing [online] leaked information …. [washingtonpost.com/national-security/2023/06/06/nord-stream-pipeline-explosion-ukraine-russia/] The CIA [reportedly] learned last June, through a European spy agency, that a six-person team of Ukrainian special operations forces intended to blow up the Russia-to-Germany […]

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Russia in Review, May 26-June 2, 2023 – 4 Things to Know

File Photo of Red Square, Kremlin, Environs, adapted from image at state.gov

(Russia Matters – russiamatters.org) Fighting flared up this week between Russian and Ukrainian forces, with the former bombarding Kyiv with missiles and drones and the latter reportedly sending pro-Ukrainian Russian fighters to stage incursions into Russia’s Belgorod region, according to FT and Bloomberg. Ukrainian forces regained control over 51 square miles of their land in the past month, while Russia […]

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Kissinger on Russia: Insights and Recommendations

Henry Kissinger File Photo, with Military Officer and Others in Background; adapted from image at defense.gov,; original image was DoD photo by Air Force Senior Master Sgt. Adrian Cadiz

(Russia Matters – russiamatters.org – Henry Kissinger and RM Staff – May 26, 2023) This evolving compilation of observations and policy ideas about Russia by Henry Kissinger, an eminent U.S. statesman who turns 100 on May 27, 2023, was the first in Russia Matters’ “Competing Views” series, where we share prominent American thinkers’ alternative takes on U.S.-Russian relations, Russia itself […]

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Russia in Review, May 19-26, 2023 – 5 Things to Know

Kremlin and Red Square file photo, adapted from image at state.gov

( Russia Matters – russiamatters.org) Two Russian rebel groups linked to the Ukrainian military raided a number of settlements in western Russia this week before being expelled. The rebels used U.S.-made vehicles in the raids, prompting U.S. officials to remind Kyiv that Washington doesn’t condone the use of U.S.-delivered equipment in attacks inside Russia. The U.S. intelligence community believes at […]

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RUSSIALINK: “Russian Oil Exports Hit Post-Invasion High – IEA” – Moscow Times

Oil Wells file photo, adapted from image at usda.gov

(Moscow Times – May 16, 2023) Russia’s oil exports rose in April to the highest level since its invasion of Ukraine, boosting revenues by $1.7 billion despite Western sanctions, the International Energy Agency said Tuesday. The Paris-based organization said Russian exports increased by 50,000 barrels per day to 8.3 million bpd last month, estimating that the country did not fully […]

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JRL NEWSWATCH: “The Economist explains: Who blew up the Nord Stream pipelines? Lots of blame, no hard evidence” – The Economist

Gas Flame file photo

“Last September, when explosions damaged Nord Stream 1 and 2 … evidence of a culprit was scant. Some European governments suspected Russia. … Putin had been threatening to cut off energy supplies to Europe in retaliation for sanctions …. Russia … blamed America and Britain. Six months later American intelligence officials … [and] German and British news organisations[] have suggested […]

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JRL NEWSWATCH: Russia set to mothball damaged Nord Stream gas pipelines – sources” – Reuters

Gas Flame file photo

“Russia’s ruptured undersea Nord Stream gas pipelines [reportedly] are set to be sealed up and mothballed as there are no immediate plans to repair or reactivate them …. Nord Stream 1 and Nord Stream 2, each consisting of two pipes, were built by … Gazprom to pump 110 billion cubic metres (bcm) of natural gas a year to Germany under […]

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Russia’s Oil And Gas Revenues Are In Decline

Oil Wells file photo, adapted from image at usda.gov

(Oilprice.com – Tsvetana Paraskova – Jan. 19, 2023) Russia’s current account surplus hit a quarterly record in the second quarter of 2022 as its imports fell and the value of its exports soared. Since that record quarter, Russia’s current account surplus has dropped every quarter as gas exports dried up and oil prices fell. Russia’s energy export revenues are set […]

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JRL NEWSWATCH: “Sanctions on Russia Are Working. Here’s Why.” – Foreign Policy/ Agathe Demarais

File Image of Artist's Conception of Globe with Curved Connecting Lines of Light Passing Through Space, adapted from image at fincen.gov

“The Kremlin’s ability to wage war is already constrained, but the worst is yet to come.” “… [I]ncessant debates over the effectiveness of sanctions … serve[] the Kremlin’s interests. … [W]inter fast approaching, Putin is betting that sanctions fatigue will soon set in. … [D]ata show[] that the people claiming sanctions are ineffective are wrong: Only nine months after … […]

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JRL NEWSWATCH: “EU Asks Members to Set Russia Oil-Price Cap at $60” – WSJ

Oil Well file photo

“Move is an attempt to squeeze the Kremlin’s oil revenues while keeping global supplies steady.” “The European Commission, the [EU]’s executive body, [reportedly] has asked the [EU]’s 27 member states to approve a … Russian oil [price cap] of $60 a barrel …. significantly below the international benchmark … Brent …. … [T]he [G7] … nations [would] need to sign […]

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JRL NEWSWATCH: “Zelenskyy vows Ukraine will withstand Russian attacks on power networks; ‘We must return all lands,’ Ukrainian president tells the FT” – Financial Times

Screenshot file photo of Volodymyr Zelensky Gesturing, from Congressional Teleconference, adapted from image at doggett.house.gov

“… Zelenskyy said Russia’s new strategy to destroy Ukraine’s infrastructure … would not weaken the country’s resolve to liberate all occupied land, describing the conflict as a ‘war of strength and resilience.’ … insist[ing] there would be no lasting resolution to the war unless Russia withdrew from all [Russian-occupied] territories …. Kyiv has been pushing back at perceived pressure to […]

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JRL NEWSWATCH: “Russia maintains grip on global nuclear energy landscape” – Financial Times

File Image of Radioactive Atom, adapted from image at lanl.gov

“Increasing use of atomic power would not necessarily free economies from Moscow’s influence.” “Faced with a global energy crisis and a race to slash emissions, advanced economies are starting to reconsider nuclear power after … declining investment. … But an atomic shift does not necessarily free a country from energy dependence on Russia, given the scale of the country’s presence […]

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JRL NEWSWATCH: “Energy Dependence Ties Europe’s Hands in U.S.-Russia Crisis” – WSJ

Gas Flame file photo

“Europe gets almost one-third of its natural gas from Russia, limiting its ability to penalize Moscow.” Europe’s growing dependence on Russian gas and oil is limiting [European] room to maneuver … and making [Europe] highly vulnerable … [if] escalation [occurs in the crisis with Russia]. … Western officials accuse [Russia] of withholding extra supplies in recent months to force European […]

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JRL NEWSWATCH: “CIA Chief Says Intelligence Agencies Haven’t Concluded Russia Will Invade Ukraine” – WSJ

Map of Ukraine, Including Crimea, and Neighbors, Including Russia

Russian President Putin is assembling a potent military force and may see a chance to act this winter, William Burns says […]

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JRL NEWSWATCH: “Russia Expels Some U.S. Diplomats in Latest Tit-for-Tat Action” – WSJ

File Photo of U.S. Embassy Moscow, with Russian Foreign Ministry Building in Distance

“Russia indicates that the move was in retaliation for Washington’s expulsion of more than 50 Russian diplomats.” “Russia ordered U.S. Embassy staff … in Moscow for more than three years to leave the country by Jan. 31 … [even as] diplomats [will soon] hold talks to address the worsening [U.S.-Russian] relationship …. Foreign ministry officials … indicated that the decision […]

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RUSSIALINK: “Russia’s Gazprom Reports Record Profits as Gas Prices Soar” – Moscow Times

Gas Facility file photo

Europe receives a third of its gas supplies from Russia and has seen energy prices surge to record highs in recent months. (Moscow Times – themoscowtimes.com – Nov. 29, 2021) Russian gas giant Gazprom on Monday said its net income rose to a record 582 billion rubles ($7.8 billion) in the third quarter on the back of soaring gas prices […]

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The Real Reason Russia Isn’t Pumping More Gas

Gas Facility file photo

(Oilprice.com – Alex Kimani – Nov. 15, 2021) While plenty of traders have accused Russia of withholding natural gas from Europe, it is now looking like the natural gas giant simply cannot significantly increase exports Natural gas prices originally fell when Putin promised to open the taps, but prices are climbing again now that Russia is failing to book additional […]

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RUSSIALINK: “Kremlin sees no political motivation behind German regulator’s decision to suspend Nord Stream 2 certification” – Interfax

Dmitry Peskov file photo adapted from image at kremlin.ru/wikimedia commons

MOSCOW. Nov 17 (Interfax) – The Kremlin does not see a political motive behind the German regulator’s decision to suspend certification of Nord Stream 2 until the establishment of a subsidiary of Nord Stream 2 AG to operate the national part of the gas pipeline, Kremlin spokesman Dmitry Peskov said. “Absolutely not,” Peskov told reporters in response to the relevant […]

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JRL NEWSWATCH: “Lukashenko threatens to cut gas supplies to Yamal-Europe gas pipeline if EU imposes new sanctions, promises to send refugees dry firewood” – bne Intellinews

Alyaksandr Lukeshenko file photo, adapted from image at usembassy.gov

“… Lukashenko has threatened to cut off [Belarusian] gas transit to Europe  … shutting down the Yamal-Europe pipeline if the EU imposes new sanctions …. The Yamal-Europe pipeline is part of the northern route that also includes … Nord Stream 1 and 2 … and transits gas from Russia’s Arctic Yamal fields via Belarus to Poland and on to Germany. […]

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JRL NEWSWATCH: “Russia increases gas flows to Europe, pushing down prices” – Reuters

Gas Flame file photo

“… On Tuesday, Russia[‘s] Gazprom … said it had started to refill its European gas storage. … push[ing] down spot prices in the region although analysts said Moscow would have to do more to ease concerns in Europe to lead to a more significant drop in prices. … Gas prices have risen this year because of factors including low gas […]

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Europe Considers Tapping “Cushion Gas” As Market Continues To Tighten

Gas Flame file photo

(Oilprice.com – Tsvetana Paraskova – Nov. 7, 2021) Europe is experiencing the lowest level of gas in storage in a decade just ahead of the winter sent natural gas prices spiking to record highs last month The very tight European gas market may find relief from the supply crunch if it taps part of the so-called cushion gas. Increased Russian […]

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JRL NEWSWATCH: “Why Russian exports hold sway over European and British gas prices” – Reuters/ Susanna Twidale

EU Map adapted from cia.gov image

“Benchmark European gas prices jumped 15% … after a major pipeline … from Russia began sending flows eastwards. … Europe relies on Russia for around 35% of its natural gas[,] [t]he bulk … through pipelines including Yamal … through Belarus and Poland to Germany, Nord Stream … to Germany, and pipelines … through Ukraine. … Last year [Russian] gas exports […]

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JRL NEWSWATCH: “Nord Stream 2 Is Still Months From Easing Europe’s Gas Woes” – Bloomberg

EU Map adapted from cia.gov image

“… Nord Stream 2 may need a few more months to clear remaining red tape … to help ease Europe’s energy crunch. The Baltic Sea project … has raised concerns over the Kremlin’s control of [European] energy supplies … [It] is complete [but is] … awaiting certification from national and [EU] authorities. … Putin has pledged to step up gas […]

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JRL NEWSWATCH: “Rosneft announces energy transition strategy as climate conference approaches” – bne Intellinews

File Photo of Rosneft and Russian Flags Next to Rosneft Banner

“Oil giant Rosneft announced the creation of a plan to transition to green energy, but also warned that fossil fuels would never fully be replaced.” “Russian state oil major Rosneft is developing a new strategy centred on the transition to renewable energy resources. … [according to] CEO Igor Sechin …. However, … [he] stress[ed] that oil and gas would continue […]

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JRL NEWSWATCH: “Natural Gas Prices Fall on Putin Order for More Russian Exports” – Wall Street Journal

Gas Flame file photo

“The Russian president told the state energy giant to pump more fuel to Germany and Austria to ease a supply crunch.” “… European gas prices are more than five times as high as they were a year ago even after Thursday’s slide, hurting consumers and holding back economies’ post-pandemic recoveries. The continent’s stores of gas [reportedly] are 15% below the […]

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U.S. Official Tells Europe Not To Waive Nord Stream 2 Pipeline Approval Process

Gas Flame file photo

A senior U.S. state department official has warned Europe against bowing to Russian pressure and waiving the lengthy process needed to approve Nord Stream 2, a controversial Baltic Sea natural gas pipeline to Germany […]

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JRL NEWSWATCH: “Russia Shows Its Growing Sway Over Global Energy Markets” – Wall Street Journal

Gas Flame file photo

Moscow’s huge oil and gas reserves have given it more influence over Western and Chinese economies grappling with rising prices […]

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