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56 analyses · 56 fully sourced · newest first · page 3 of 3

A yellow Trans Mountain warning marker for a high-pressure petroleum pipeline standing on the cleared pipeline right-of-way through forested mountains in British Columbia
ENERGYCANADA ⟶ EUROPE
Canada's customers changed — one of its two export routes exists
Gazprom's cutoff leaves Germany taking 96% of its LNG from America → the Iran war puts Japan's 90% Gulf dependence in doubt → both go looking for a third supplier and find Canada, which ships 9 of every 10 exported barrels to the US → the crude is already sailing; the gas is contracted for 2032, from a terminal that has not broken ground
SOURCED

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ECONOMYEU SANCTIONS ⟶ GEORGIA The EU sanctioned Russia's payment rails — Georgia is where they stopped ECONOMYUNITED STATES ⟶ GREAT BRITAIN The tariff that grades allies on a US law ECONOMYCHINA ⟶ SWEDEN Sweden called rare earths national security — the mine is a decade off GEOPOLITICSUNITED STATES ⟶ SAUDI ARABIA The US fought Iran over enrichment — then left Saudi Arabia's door open ECONOMYEUROPE ⟶ RUSSIA Europe cut the gas off itself — and the shock came from Iran POLITICSRUSSIA ⟶ EUROPE Europe's migration politics hardened while the numbers fell ECONOMYUS & EU SANCTIONS ⟶ RUSSIA–CHINA TRADE Russia ships more to China than ever — and earns less GEOPOLITICSRUSSIA ⟶ UKRAINE The front slowed sixteenfold — and the killing rose anyway ECONOMYEUROPE ⟶ INDIA The sanction didn't leak through India — it was already closing ECONOMYCHINA ⟶ EUROPE Europe calls it sovereignty — its own numbers say it doubles the price

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