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Ukrainian grain dispute is likely to drag on

Location:

UKRAINE

A glut of Ukrainian agricultural products has driven down prices in neighbouring countries, prompting several governments to impose unilateral import bans. Protests by Polish…

Russian LNG sales will be stymied by a lack of tankers

Location:

RUSSIA

Russia’s gas export strategy is predicated on the rapid growth of liquefied natural gas (LNG) exports. Following the collapse of pipeline gas sales to Europe, Russia’s plans to…

Moscow's interference in Europe will force responses

Location:

EUROPE

Russia is contending with the West for influence in Serbia, a candidate for EU membership. For Belgrade, integration with the EU is economically advantageous but like several…

Atlante will be no panacea for what ails Italy's banks

Location:

ITALY

Italian banks and Atlante fund.

Pressure on EU banks is escalating and could intensify

Location:

EURO-AREA

Either event could cause confidence in Europe's banks to plunge. The financial and sovereign debt 'double crisis' has dealt the European banking system a double blow from which…

Russia’s budget deficit may exceed official target

Location:

RUSSIA

The federal budget deficit target for 2023, set at RUB2.9tn (USD35.8bn), is likely to be exceeded for the second year in a row. Federal expenditure is showing no signs of slowing…

Russia will target expanded BRICS for grain exports

Location:

RUSSIA

The entry into BRICS of Egypt, Ethiopia, Iran, Saudi Arabia and the United Arab Emirates (UAE) -- all major importers of grain -- gives Russia an opportunity permanently to…

Russia will rely more on Chinese demand for gas

Location:

RUSSIA

Modestly increased gas exports to China have offset only a fraction of the lost business in Europe. The United States last year imposed sanctions on the flagship Arctic-2 LNG…

Afghan Taliban will look past UN in seeking engagement

Location:

AFGHANISTAN

The Taliban were invited but refused to attend. There was no decision on appointing a UN special envoy for Afghanistan as mandated recently, although UN Secretary-General Antonio…

Turkey’s reliance on Russian energy could sway voters

Location:

TURKEY

Any cut in gas supplies or spike in fuel prices would seriously affect Erdogan and his party at the polls, while failure to complete his flagship nuclear plant would be a serious…