I thought it worth updating my thoughts on Ukraine, and particularly where this war is going as the duration and ultimate damage done by the conflict will be key to understanding the longer term economic story in Ukraine - the rebuild demands. First point here is that it's…
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It seems totally idiotic of Pelosi to visit Taiwan at this time. First, the US focus should at present be absolutely on supporting Ukraine in its war…
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A few comments around the NS1 situation and European gas. First, no one in the gas industry I have spoken to believes the Kremlin line that gas flows…
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Western banks are getting a kicking for being slow to reduce their Russia exposure. But the other question is what are they doing to actually support…
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News this week that the Ukrainian state gas company, Naftogas, is reviewing its finances appeared ominous for bondholders expecting payment on a $335m…
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Why, what, how, where?
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I think it is pretty clear that when NS1 maintenance ends later this month Russia will not ramp back gas deliveries to Europe - currently running around…
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Lira pretty flat today. Interesting that Turkey's deal with the SWINNS over NATO membership, which kind of signals better relations with the US and…
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