Russian Energy Update 2023 - Tatiana Mitrova | 2023 Episode 28
The IR thinker · Martin Zubko
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Show Notes
This episode of The IR thinker explores the changing landscape of Russian energy with Dr Tatiana Mitrova, from the evolution of the nuclear sector and Rosatom’s global ambitions to the structure of the Russian oil market and Moscow’s search for new gas export routes after losing Europe. The discussion addresses questions of energy security, price caps on Russian oil, the relationship between Gazprom and Novatek, and the limited but significant prospects for renewable energy in Russia.
Tatiana Mitrova
Dr Tatiana Mitrova is a Research Fellow at the Center on Global Energy Policy at Columbia University’s School of International and Public Affairs and has more than twenty five years of experience analysing Russian and global energy markets. She previously served as Executive Director of the Energy Centre at the Moscow School of Management SKOLKOVO and as Head of Research in the Oil and Gas Department at the Energy Research Institute of the Russian Academy of Sciences. Dr Mitrova is the author of over two hundred publications in scientific and business journals and eight books on energy issues.
Publications:
Energy and the Economy in Russia
Q&A | Understanding the Impact of Sanctions on the Russian Oil and Gas Sector with Limited Data
Content
00:00 - Introduction
01:39 - The State of Russian Nuclear Energy Prior to 2022
07:52 - Rosatom’s International Ambitions Before 2022
11:40 - Transition in Russian Nuclear Energy Post-2022
17:15 - Assessing Russian Nuclear Energy Security in 2023
18:43 - Delving into Concerns Regarding Russian Nuclear Energy Security
21:05 - A Comprehensive Look at Rosneft Oil Company’s Magnitude
23:45 - Envisioning the Global Landscape Without Russian Oil
26:26 - Tracing the Origin of Russian Oil: Is It Possible?
30:46 - Overseeing the Global Oil Market: Who Holds the Reins?
37:38 - Evaluating the Realistic Price of Russian Oil and Price Caps
43:12 - Exploring Russia’s Options for Natural Gas Export Pipelines After Losing Europe
49:18 - Analysing the Domestic Requirement of Natural Gas in Russia
50:08 - The Feasibility of Converting Russian Natural Gas Pipelines for Hydrogen Use
52:09 - Novatek’s Strategic Options if the EU Ceases to Buy Russian LNG
56:38 - Gazprom vs. Novatek: Understanding the Independence of Novatek
01:00:07 - Current Landscape of Renewable Energy in Russia
01:06:51 - Insights into Russian Domestic Energy Security
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