HeyJaredEMOGCP - Russian Oil & Gas Monitor
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
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Aug 26, 2026
Latest issues
Russian Oil & Gas Monthly – September, 2026 (opens the original)
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OilThe story of the month remains the Ukrainian drone campaign against Russia’s energy assets and the related fuel crisis: Drone strikes averaged above 4 plants per week, and fuel availability were reported to be declining as the month closed. Elsewhere, the government indicated that lower refinery runs are the underlying cause of reduced crude producti… Read more
Russian Oil & Gas: Technological Advancement, Import Substitution, and TRIZ (opens the original)
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A review of some of our key theses on Russian oil & gasThe news flow around Russian oil & gas in recent months has been heavily concentrated around Ukrainian drone strikes, export bans on diesel and other light products, production declines, and LNG logistics being directed away from Europe to other markers. These are all important subjects, but there a… Read more
The Price of Russian Oil. The Diesel Angle (opens the original)
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An Urals price rally in the face of new “hellish” sanctionsUrals crude prices have performed very well in September. Sources vary – and we always recommend taking any reported Urals price with a few grains of salt – but the consensus is that Russian crude has significantly gained in value so far this month.In particular, Reuters reported that Urals had … <a href="https://ronaldpsmith.substack.com/p/the-
Vostok Oil – Production Rates With Winter Ahead (opens the original)
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Shipping update – Going faster than expectedVostok Oil has now been running for only around three weeks, following the ceremonial opening of its Bukhta Sever oil terminal on September 4. In that short time period, the project has already loaded three tankers, and as of this writing has begun the loading of a fourth.This has been going somewhat faster th… Read more
Estimating Refinery Repair Times After Drone Attacks (opens the original)
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<img alt="white clouds in the sky" class="sizing-normal" height="4000" src="https://images.unsplash.com/photo-1589825969834-e24c6859ac7a?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wzMDAzMzh8MHwxfHNlYXJjaHwxfH
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