Russia

“It's going to be, I think, harder for a country like Russia to make that transition. So they may be more of a loser in a transition.”

“Europe depends very heavily. It has for a long time, and that really hasn't changed on Russia for anywhere to a third to even 40% of its natural gas consumption.”

“There will be no longer a North Stream Two. We will bring an end to it.”

“As the ice is melting in the Arctic and opening up new access to either commercial waterways or access to minerals and resources, that's a huge challenge for the U.S. Military as Russia seeks to gain access.”

“I mean, they are, you know, it's going to be a long term confrontation. Their economy will go down the drain. They need energy, say, you know, energy export revenues more than ever.”

“Russia supplies 10% of the world's nickel, and that's another key component in lithium ion batteries.”

“Initially, in March, in April, there was quite a visible decline, like up to 10, 12% decline in the oil exports, which is completely compensated by higher oil price, even assuming price discounts, which Russia was providing to its oil buyers. But in June, in J…”

“I assume that in two weeks the Flow via Nord Stream might be restarted, but at a very, very low volume. Not at the historical normal levels. And to, and they can be stopped at any moment, again, under the same pretext that turbines need to be maintained, just …”

“Gazprom has lost already 10% of its production during the first half of twenty-twenty-two, which is quite significant, but actually it's not that critical because two-thirds of the Russian gas output is consumed domestically anyway, so there is this base load …”

“It was about, you know, half of the Russian LNG exports have come to Europe over the first half of the year, so actually the only country which has stopped importing LNG from Russia has been the United Kingdom, but we still have a lot going to Italy, to the Ne…”

“And actually Gazprom, first of all, is used to huge swings due to the seasonality. It's about 30% up and down in winter and in summer. So keeping all overall production at 30% lower level than normal, it is something that Gazprom is technically prepared to do.”

“When you are considering where the Russian LNG exports are going right now, 75% is going to Unfriendly countries, whether this is European or Japan.”

“There were at least two times Russia stopped the gas supply to Ukraine.”

“Part of the Polish legitimate criticism was that Importing gas, natural gas from Russia was about financing the Kremlin and financing the aggressive policy of Kremlin. Well, and suddenly Poland did the same, not with natural gas, but with coal.”

“When Russia invaded Ukraine last year, Germany was getting more than half of its gas from Russia.”

“I would say if we had limited it to 20% in our relation to Russia of today, there would have been no leverage for Putin.”

“Well, those energy purchases have allowed Russia to continue financing their military, supplying an estimated one billion dollars a day to Moscow.”

“And from 1998 to 2005, German Chancellor Gerhard Schroeder pushed the hardest. He's the one who helped solidify plans for a pipeline from Russia called Nord Stream One.”

“Russia supplies 46% of the enriched uranium in the world, and we buy about a billion dollars worth, the United States buys about a billion dollars worth of enriched uranium from Russia”

“We've learned that even with existing capacities, the market has been able to fully satisfy EU's gas needs after they got off Russian gas.”

“The three countries that dominate lithium-six supply are Russia, North Korea, and China.”