|
|
|
Oxford, Monday January 16, 2006
“Today’s major news (also highlighted in your Daily Brief -- below) was a great example of just how well your (Oxford Analytica’s) reports can act as an early warning system to the world on energy matters. Today’s news was predicted more than 6 weeks ago by Oxford Analytica….”
18 November 2005
“Ukraine: Gas imports constrain Kiev's maneuverability…the future for uninterrupted supplies of gas to Ukraine remains in doubt. Ukraine's dependence on imports from Turkmenistan and Russia weakens Kiev's bargaining position in gas negotiations and exposes its vulnerability to political pressure from Moscow…”
1 December 2005
“European Union: Disunity hampers common energy policy. Deepening energy problems have brought new momentum to the principle of a common energy policy. However, persistent differences between member states on many issues of substance -- as well as an underlying reluctance to transfer too much sovereignty to the EU level -- will limit the practical impact of this newfound political will…”
2 December 2005
Oxford Analytica wrote (within its major oil market analysis).
“Russia is a cause for concern. Political uncertainty, inflation and rouble appreciation -- plus a burdensome fiscal regime -- all increase costs and reduce profitability, inhibiting production growth and discouraging further investment.
3 January 2006
“Russia/Ukraine: Gas dispute upsets Moscow’s G8 image. EU energy ministers meet tomorrow to discuss Russia’s interruption of gas supplies to Ukraine…The shut-off, though not directly affecting supplies of Russian gas to Central and Western Europe, puts Russia’s reliability as an energy supplier to Europe in doubt. The transit of Russian gas across Ukraine is a matter of great concern to Europe.”
