The Russian Arctic, Energy and a Massive Power Shift

A major world power shift is happening in the Arctic. It is due to new massive oil and gas discoveries, combined with the effects of climate change. In effect, on 28 September 2014, Igor Sechin, CEO of Rosneft, the Russian mammoth oil company, announced the discovery of a giant oil field in the Kara Sea, north of Siberia (Zero Hedge, “Russia discovers massive Arctic oil field which maybe larger than the Gulf of Mexico“, 28 September, 2014). According to the first commentaries, this sub-sea structure called Universitetskaya, potentially, could contain reserves of oil and gas equal or superior to the Gulf of Mexico. As Igor Sechin declared, quoted by Bloomberg (Arkhipov, Chierman and Chilcote, “Russia says Arctic well drilled with Exxon Mobil …

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An Isolated Russia? Think Again!

Since March 2014, the Russian “dispatch of troops to Crimea”, and the contested referendum in Crimea followed by its incorporation into the Russian Federation, “The West”* rhetoric is that Russia is isolated, and that the U.S. and its allies will work to further isolate it (e.g. Zeke J Miller, “Obama: U.S. Working To ‘Isolate Russia’“, Time, 3 March 2014). As the war in Eastern Ukraine seems to be perceived mainly through “Crimean lenses”, this Western policy, added to rounds of sanctions, aim at seeing an increasingly isolated Russian Federation bend to a “Western” vision of what the international order should be. The soon ex-General Secretary of Nato Rasmussen’s statement on Estonian TV according to which “Russia is globally isolated due to its actions in Ukraine” is only one example of similar comments made …

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Arctic Fusion: Russia and China Convergent Strategies

Is the Arctic becoming a Sino-Russian lake? The question must be asked, because of the way these two Eurasian giants are gaining a massive and coordinated influence in the whole Arctic region, taking advantage of the geophysical changes caused by global warming (NASA, Global climate change). For example, following the historic $ 400 billion deal between Russia’s Gazprom and China, through which Russia will supply China with oil and gas for thirty years, it was announced that companies of the two countries were looking forward to explore and develop the Russian Far East, which is part, or is very close to the Arctic and subarctic region (Ding Ying, A Gas bond, energy cooperation will serve as a new link between …

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The Red Team Analysis Weekly 155 – Narratives at War: EU-US vs Russia vs Crowdsourced?

Editorial – Narratives at war: There is a fascinating discrepancy at work between narratives found in the news. They vary according to the type of actors upon which one focuses. Actually the difference between some of them is so huge that one wonders if they describe the same world. Furthermore, if those narratives are rooted in the conflict in Ukraine they do not stop there but interact with and impact other areas and dimensions. Narrative One originates from the U.S. and Europe, with slightly varying emphases according to American or European origin. It runs somehow as follows: The conflict in Ukraine is (almost) over, thanks to legitimate democratic elections and the new Ukrainian President elect Poroshenko, who has outlined his peace plan. The next step is …

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The Red Team Analysis Weekly 148 – A strange bipolar world?

Editorial – A strange bipolar world? – As previously suggested (see the Weekly 142, 143 & 145), the crisis in Ukraine seems to be accelerating some of the profound transformations that are globally at work, as consequences spread to Asia, and as doubts are being cast about the U.S. real commitment to, interest or capabilities in the region. Yet, and interestingly, the rhetoric against Russia from “the West” is strong and quite unanimously spread across (Western) media. As other noteworthy changes happen according to their own specific domestic and regional dynamics, such as the possibility to see Israel forging new ties with Arab states, we may wonder if the return to a Cold War type of discourse is not actually participating in the acceleration of change. In other words, …

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The Red Team Analysis Weekly 146 – A case study in escalation: NATO, the U.S. and Russia

Editorial – A case study in escalation: NATO, the U.S. and Russia. If we very coldly look at how the situation is evolving between NATO, the U.S. and Russia, then it seems undeniable that we are in the case of a serious escalation, which is also getting larger and deeper. The hope for de-escalation the Kerry-Lavrov meeting had created, followed by the start of a removal of the Russian troops from the Russian territory close to the Ukraine border, as noted by the BBC (see Jonathan Marcus, first question, Doorstep statement by NATO Secretary General Anders Fogh Rasmussen, 1 April – video) stopped with NATO’s series of declarations, starting with “Unfortunately, I cannot confirm that Russia is withdrawing its troops. This …

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The Red Team Analysis Weekly 145 – Risks on the US Dollar Supremacy?

Editorial – Risks on the US Dollar Supremacy? Among the flurry of articles part of the violent “battle for hearts and minds” regarding Ukraine and opposing directly Russia on the one hand,  the U.S and Europe on the other, continues emerging, quite loudly this week, an interrogation regarding the international order, this time in its monetary guise. Put bluntly, the question is as follows: “Are we seeing the beginning of the end of the US dollar based international monetary order?” The question is related to oil because of the importance of petrodollars. We may thus wonder if a potential U.S. strategy, assuming it could work (read Steve LeVine article “How the US might persuade the Saudis to co-conspire in unleashing an oil …

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The Red Team Analysis Weekly 143, Towards a 19th Century Order?

Editorial – Towards the 19th century or a darker, more remote past? (Nota: The map above depicts a 1903 vision of Europe and the Mediterranean Sea in 1190)  Last week we underlined that we should be looking beyond the current Ukraine crisis and estimate what it may mean in terms of changing the world order. This week we find a string of signals that continue pointing in this direction, including weak data of growth for the US that would be the new norm, questioning the supremacy of the US Dollar, and consequences for American power, on all fronts. while tension over Ukraine and Crimea does not abate. Meanwhile, the Middle East is in the throes of transition with even more tension, …

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The Red Team Analysis Weekly 142 – Beyond Ukraine, towards Change in the World Order?

Editorial – Beyond Ukraine, towards change in the world order? What if behind the tension in Ukraine and Crimea there was something more and larger at stake? What if it were not just one more serious international crisis, but also a moment when some underlying dynamics that were so far only hardly perceptible, or still in the making were crystallized and becoming quite obvious? It is most likely that it is indeed what is happening as underlined, for example, by Ivan Krastev in his article in Foreign Affairs, when he writes: “Russia’s aggression in Ukraine should not be understood as an opportunistic power grab. Rather, it is an attempt to politically, culturally, and militarily resist the West. Russia resorted to military …

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Arctic Warming and Eurasian Grand Strategies

In May 2013, several Asian countries obtained the status of “permanent observer” at the Arctic Council, the body that gathers the eight countries bordering the Arctic. These new “observers” are China, India, South Korea, Singapore, and Japan (Russia Today, Northern exposure, May 15, 2013). This rush of Asian (some of them tropical and equatorial) countries to the Arctic is one of the most important dimensions of the current global race to the Arctic region (see Valantin, “Arctic, the New great game”), triggered by the combination of the rapid warming of the North and the global competition for natural resources (Klare, The Race for what’s left, 2013). The new grand strategies ruling over this race to the Arctic, which combine national …

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