RUB/USD: 92.4 ▼ 1.2% | US Defense Budget: $886B ▲ 3.4% | Russia GDP: $2.1T ▼ 0.8% | Active Sanctions: 14,872 ▲ 6.1% | Brent Crude: $82 ▼ 2.3% | NATO GDP Target: 2.1% ▲ 0.3% | US-Russia Trade: $4.6B ▼ 52% | Nuclear Warheads: 12,121 ▼ 1.4% | Urals Discount: $14 ▲ 8.2% | Arctic Claims: 6 ▲ 0% | RUB/USD: 92.4 ▼ 1.2% | US Defense Budget: $886B ▲ 3.4% | Russia GDP: $2.1T ▼ 0.8% | Active Sanctions: 14,872 ▲ 6.1% | Brent Crude: $82 ▼ 2.3% | NATO GDP Target: 2.1% ▲ 0.3% | US-Russia Trade: $4.6B ▼ 52% | Nuclear Warheads: 12,121 ▼ 1.4% | Urals Discount: $14 ▲ 8.2% | Arctic Claims: 6 ▲ 0% |

Energy Markets

Analysis of US-Russia energy competition — from the geopolitics of natural gas and oil price caps to LNG export rivalry, OPEC+ dynamics, and pipeline infrastructure.

LNG Export Rivalry: How US Gas is Displacing Russian Supply in Europe

The United States has emerged as the world's largest LNG exporter, directly competing with Russia for European gas market share. Analyzing the structural shifts in global gas trade and their geopolitical implications.

Mar 2, 2026

OPEC+ and the Russia-Saudi Axis: Oil Market Management Under Sanctions

Russia's partnership with Saudi Arabia within OPEC+ has become a critical element of its strategy to sustain oil revenue under sanctions. Analyzing the alliance's dynamics, contradictions, and durability.

Feb 23, 2026

Nord Stream and Pipeline Infrastructure: The Geopolitics of Gas Transit

The destruction of the Nord Stream pipelines marked a turning point in European energy security. Examining the implications for gas transit routes, infrastructure investment, and the future of pipeline geopolitics.

Feb 17, 2026

Nuclear Energy: The Last Domain of US-Russia Technical Cooperation

Despite comprehensive sanctions, nuclear energy cooperation between the US and Russia persists through uranium supply chains and technical agreements. Examining this anomalous pocket of bilateral engagement.

Feb 12, 2026