Global Commodities: Europe’s conscious uncoupling — Energy Diversification, Bans, and Strategic Reserves

Natasha Kaneva is joined by Shikha Chaturvedi and Ted Hall to discuss the latest critical announcements in the energy sector. On the one hand, European intentions are in place to diversify nearly 80% of Russian oil and gas imports, while the EU ban on coal offers a new twist to the Russian energy saga as coal remains a vital balancing mechanism for the European energy system. On the other hand, the IEA further SPR releases ease short term balance but looking forward, global producers will likely need to ramp up investment to fill the Russia-sized supply gap and restock IEA strategic reserves.

 

Speakers

Natasha Kaneva, Head of Global Oil and Commodities Research

Shikha Chaturvedi, Head of Global Gas Research

Ted Hall, Vice President of Global Oil Research

 

This podcast was recorded on April 8, 2022.

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