Navigating Russia | Craig Kennedy | Substack

The Shadow Fleet in Crisis (highlights from an upcoming report)

Beset by mixed economics and perilous sanctions, shadow fleet growth has stalled. OFAC is well positioned to downsize the fleet and undercut Moscow’s…

Apr 8 •

The De-Kastri Mystery

Why has half a billion dollars of Sakhalin oil been turned away from India? And what does it portend for Russia’s shadow trade?

Jan 15 •

Dangerous Waters

How far will OFAC go in sanctioning Russia's shadow trade?

Dec 13, 2023 •

Measuring the Shadows

Moscow’s Strategies for Evading Oil Sanctions and How to Stop them from Succeeding

Aug 23, 2023 •

Putin’s Looming Tanker Crisis

Will a Kremlin-Engineered Oil Shock be the Next Move in Moscow’s Expanding Energy War?

Oct 19, 2022 •

Putin's Dilemma (essay in Politico)

What to Do if the West Stops Buying Russian Oil?

Apr 27, 2022 •

Russian Oil's Achilles Heel

How to Enhance the Impact of Oil Sanctions (Working Draft)

Apr 8, 2022 •

Mar 3, 2022

Navigating Russia

Navigating Russia

A deeper look at Russia: history - energy - political economy

Navigating Russia

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