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 | 109 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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ronaldpsmith.substack.comLatest Issues
Russian Upstream Oil Environment Improves – But Is It Enough?
Much attention has been focused on the drone campaign against Russian refining. Meanwhile, few have looked at how stronger oil prices and a weaker ruble may be helping Russia’s upstream economics.
Oil rebounds from recent low while ruble f...
Deferred Russian Maintenance and Crack Spreads
Due to the drone campaign, Russian refineries are adjusting maintenance schedules. This supports short-term output, but may delay the return of Russian gasoline and diesel to world markets.
Two conflicts drive record-high crack spreads
Import Substitution – Cryogenic LNG Membrane Storage Tech
Russia has a strategic goal of becoming a top-3 LNG producer. Developing domestic cryogenic membrane storage systems rated for -162°C is a key to achieving this goal.
Why Russia is working on its own maritime LNG storage technology
Russian Oil & Gas Revenues – The July Surge Explained
Russia’s dependency on oil & gas for tax revenues is much lower than it once was, but the sector’s share is still material. We examine the recent numbers for clues to the sector’s health.
Oil & gas tax receipts still substantial
Are We Looking at the Right Price of Oil?
Analysts struggle to explain why oil prices aren’t higher after 5 months of Hormuz closure. Let’s try to make sense of it.
Why oil analysts got oil prices so wrong in 2026. Or did they?
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| Subscribers | Engagement | 65 | Monthly Web Visits | ||
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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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