News

Latest updates, insights, and analysis.

March 5, 2026

Armenia Looking For Buyers For Russian-Invested South Caucasus Railway

Russian Railways holds the concession for the Armenian South Caucasus Railway, however due to geopolitical differences between Armenia, Azerbaijan and Turkiye, large parts of the track have fallen into disrepair. Armenia wants Russian railways to pay for its restoration and then exit the project as Russian Railways are sanctioned and Yerevan says this is damaging its national transit trade potential as it geopolitical relations have now improved.

March 4, 2026

Russia Coordinates Global Energy Supplies & Security In The Middle East

Russia’s President and Foreign Minister have conducted twelve high Ministerial level discussions over the few days with regional Middle Eastern players, and another four with other global actors. In constrast, the United States and European Union have held none. We discuss what was said, the emerging global south position, and international diplomatic efforts at the United Nations.

March 4, 2026

Belarus Looking To Build Export Terminal In Murmansk

Landlocked Belarus, rubbing up against political and security barriers to the West and South, is looking North and East as it wishes to continue to develop its own Pivot to Asia. This includes a specific Belorussian container terminal dedicated to Belarus imports and exports at Murmansk port in the Russian Arctic.

March 3, 2026

India To Increase Imports Of Russian Oil

Indian oil refiners are discussing with their government and with Russia the possibility of increasing imports of Russian oil due to potential shortages created by the problems in Iran. Russian supplies are not affected by difficulties in the Strait of Hormuz.

March 1, 2026

US-Iran Conflict: The Impact On Russia  

As readers will be well aware from reports elsewhere, the United States, in conjunction with Israel, has attacked Iran. We will make some initial observations, but generally speaking will not be focusing on this conflict (as is also the case with Ukraine) for the following reasons: We can however make some initial observations as regards […]

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