EMOGCP - Russian Oil & Gas Monitor
Ronald P. SmithProfessional commentary on the Russian oil & gas sector from Ronald P. Smith, an internationally-recognized expert and consultant. Emerging Markets Oil & Gas Consulting Partners, LLC
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 121 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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ronaldpsmith.substack.comLatest Issues
Russia’s Oil & Gas Tax Revenues: The October Outlook
Russia’s oil & gas tax revenues rose in September, but modestly due to a rise in damper payments. With a jump in oil prices now locked into tax rates, October should see a surge in tax receipts.
Oil & gas tax receipts rise, but not as fast...
Why is Russian oil production declining?
Russian oil output has fallen by 0.7mmbpd in the last 12 months, and is now 1.2mmbpd below its OPEC+ quota. Which factor is behind it, wellhead capacity limits, or logistical bottlenecks?
The mysterious fall in Russian oil production
Russian Oil & Gas Monthly – September, 2026
The fuel crisis remains the main story, but other events included the Vostok Oil launch, Urals over $100, a tripling of gas exports to Kazakhstan, and a further tightening in the data availability.
Oil The story of the month remains the Uk...
Russian Oil & Gas: Technological Advancement, Import Substitution, and TRIZ
Oil analysts have been focused on the Iran Crisis, diesel markets and drone strikes on Russian refineries, but there are other noteworthy developments in Russian oil & gas with long-term implications.
A review of some of our key theses on...
The Price of Russian Oil. The Diesel Angle
President Trump has secured sweeping new tariff powers against major buyers of Russian oil. The world, however, is critically short of diesel, which is reflected in the recent jump in Urals prices.
An Urals price rally in the face of new “...
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Authors
The writers behind this newsletter.
A leading expert with over 25 years of experience in Russian oil & gas, and with well-developed opinions on, inter alia, the sustainability of Russian oil production, European and global gas markets, and renewable energy economics.
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