
Professional 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 | 115 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||

In the race between Ukrainian attempts to destroy Russian energy infrastructure and Russian attempts to defend it, repair timelines become a major variable in forecasting fuel export volumes.
The drivers behind refinery repair times
Ukrainian drone attacks have driven world refining margins to record highs, while president Putin declares improved defenses. What do the statistics show?
Russia states defenses improved, but strikes still continue
Recent statements by Russian officials point to major improvements both in refining throughput and crude oil production. Advanced drone defenses and the launch of Vostok Oil are the drivers behind it.
Major statements and events
The Russian government is reportedly looking into slashing its 2026-29 oil production outlook by 0.32-0.4mmbpd. Is Russian oil production irreversibly declining, or are these assumptions misleading?
The government’s oil production outlook...
Rosneft 1H26 IFRS report updated the status of Vostok Oil, Russia’s flagship greenfield project, including drilling data, well completions, and progress on pipeline and port construction.
A quarterly update on Vostok Oil
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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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