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 | Weekly |
|---|---|---|---|---|---|
| Issues | 103 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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ronaldpsmith.substack.comLatest Issues
Gazprom’s Baltic LNG – Will it work?
Gazprom’s Baltic LNG promises to add 13mtpa to Russia’s 45mtpa of LNG capacity, but can it overcome international sanctions on liquefaction and LNG tanker technology with home-grown versions?
The Ust-Luga Gas Processing Complex – More than...
Russian Oil & Gas Monthly – July, 2026
The Fuel Crisis peaked then eased, diesel exports were banned, Black Sea exports were severely impaired for a week, China insisted on Russian gas prices, and Russian LNG began going directly to Asia.
Oil EMOGCP key takeaways: The Russian f...
Yamal LNG – Europe in the Rear-View Mirror
The EU’s ban of Russian LNG from 2027 will impact global LNG supply. The question is: how much? We look at Yamal LNG’s output by season and route as its ice-class fleet targets more distant markets.
The EU – Determined to rid itself of Rus...
Black Sea Export Disruptions – A Warning for Markets
Drone attacks cut off ~95% of crude and product flows from Russia and Kazakhstan via the Black Sea for almost a week. The shut-down is over, but it exposed logistical vulnerabilities for this route.
Drone campaign halts Black Sea oil shipm...
Russia’s Fuel Crisis Eases, But Hasn’t Gone Away
Russia’s fuel crisis is showing a few signs of easing. Lines at filling stations are dwindling, fuel availability has visibly improved, and some refineries are again offering products on SPIMEX.
Signs of improvement
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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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