Russia

Japan

Global Macro Economist Report

The U.S. extension of sanctions exemptions for Sakhalin LNG is not a technical adjustment, but a structural shift in sanctions economics. This report analyzes its implications for Japan, inflation, energy markets, and alliance stability.
Global Economy

Russia–India Strategic Rapprochement and the Reconfiguration of Energy Geopolitics

Putin’s vow to guarantee continuous oil shipments to India marks a major shift in global energy geopolitics. Learn how Russia–India cooperation is reshaping supply chains, sanctions dynamics, and emerging-market risk.
Global Economy

Geopolitical Macro Strategy Report

How the EU–G7 maritime sanctions on Russian oil could spark a new inflation cycle, drive oil above $130, disrupt shipping insurance, and shift global monetary policy. A must-read geopolitical macro strategy report.
Invest

ExxonMobil’s Interest in Acquiring the West Qurna-2 Oilfield

As Lukoil exits West Qurna-2 under sanctions, ExxonMobil emerges as a leading buyer. Learn how this strategic move could redefine U.S. influence in Iraq, reduce Russia’s energy leverage, and stabilize global oil flows.
Japan

Japan’s Strategic Vulnerability in LNG Procurement

Sakhalin LNG is becoming Japan’s most fragile energy link. Learn how Russia’s strategy, China’s influence, and market volatility could reshape Japan’s energy security and industrial competitiveness.
Global Economy

Where Is Serbia’s NIS Heading?

Serbia’s energy giant NIS is entering a historic transition as U.S. sanctions force Russia’s Gazprom Neft to exit. This article explains the ownership shift, supply disruptions, emergency operations, and what the restructuring means for Serbia and the wider Balkan region.
Russia

Latest Developments in Sanctions on Russia’s Lukoil and Rosneft

Latest updates on sanctions against Lukoil and Rosneft in 2025, including policy changes, market disruptions, energy security risks, and compliance guidance.
Japan

The Geopolitics of Russian Oil and Japan’s Sakhalin Stakes: Energy Power in a Fragmented World

Wrote By:Global Economist Date:2025/12Ⅰ. The Twin Pillars of Russian Oil Power: Rosneft and LukoilIn Russia, the oil ind...
Japan

Economic Impact of a Sakhalin Oil and LNG Supply Disruption on Japan: A Macro, Industrial, and Policy Analysis

“In-depth analysis of how a disruption in Sakhalin oil and LNG supply could impact Japan’s economy, inflation, and energy policy, with strategic recommendations for JBIC and policymakers.”
Report

The Putin–Trump Tunnel Proposal: A Symbolic Bridge Between Conflict and Cooperation

The proposed “Putin–Trump Tunnel” across the Bering Strait is more than an engineering fantasy—it’s a geopolitical signal. This report analyzes how Russia and the U.S. use the project to shape post-war diplomacy, Arctic strategy, and future ceasefire negotiations.
Report

Trump’s Tactics and Sanctions on Serbia’s NIS – With a Russian Perspective

Analysis of U.S. sanctions on Serbia’s NIS under Trump’s deal-making tactics, Serbia’s EU dilemma, and Russia’s strategic response in the Balkans.
Report

Report: U.S. Sanctions on Serbia’s Main Oil Company – Background, Impacts, and Outlook

The U.S. sanctions Serbia’s Russian-owned oil giant NIS, raising questions over energy security, financial stability, and Serbia’s ties with Russia and the EU.
Report

The U.S. Government Shutdown and Russia’s Perspective: Power Vacuums and the Shifting Global Order

Discover how Russia interprets the 2025 U.S. government shutdown—as proof of American institutional fragility, a propaganda asset, and a chance to advance its multipolar world narrative. Explore the economic, financial, and geopolitical implications.