Tatiana Mitrova

Sergey Vakulenko, former Gazprom Neft strategist now at Carnegie, offers industry-insider views on Russian upstream and downstream limits. Tatiana Mitrova, CGEP expert on Russian oil and sanctions, analyzes production and pricing constraints. Erica Downs, CGEP China specialist, explains Chinese LNG, storage, and refinery responses. They discuss Russia’s short-term market gains, China’s coping strategies, pipeline vs LNG choices, and risks of global energy fragmentation.

Tatiana Mitrova, a global fellow with deep expertise on Russian energy, Richard Nephew, a former US Deputy Special Envoy for Iran, and Shayak Sengupta, an authority on South Asian energy policy, dive into the complexities of US-India-Russia relations. They discuss the potential fallout from US tariffs on India over Russian oil imports and how this could reshuffle geopolitical alliances. The conversation also highlights India's strategic autonomy and the implications of energy sanctions in a volatile global market, raising critical questions about future economic diplomacy.

Anne-Sophie Corbeau, Tatiana Mitrova, and Erica Downs from the Center on Global Energy Policy discuss the pivotal Russia-China energy deal, particularly focusing on the Power of Siberia 2 pipeline. They explore the geopolitical shift as Russia pivots to Asia amid Western sanctions, highlighting the implications of China's increasing dependency on Russian natural gas. The trio delves into the strategic significance of this partnership, addressing potential risks for China and how it reshapes global energy dynamics, particularly in the context of LNG markets.

Tatiana Mitrova, energy policy expert focused on geopolitics and markets, offers a sharp view on Russia’s energy maneuvers. She discusses drone attacks on refineries and export hubs. She explains how Iran tensions lift oil prices and give Russia strategic breathing room. She outlines Russia’s domestic resilience, elite consolidation, and the limits of pivoting east.

Richard Nephew, a sanctions expert, Tatiana Mitrova, a specialist in Russian energy markets, and Daniel Sternoff, an oil market analyst, dive into the implications of new U.S. sanctions on Russian oil. They discuss how the sanctions aim to impact revenue for Russia’s war in Ukraine and the potential for secondary sanctions targeting buyers. The trio examines market reactions, the adaptability of Russia’s oil exports, and the geopolitical ramifications, including responses from places like China and India. Their insights highlight a complex web of energy and diplomacy.