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Guerre en Ukraine et sanctions contre la Russie : quel avenir pour le pétrole ?

L’invasion russe de l'Ukraine a incité l'Union Européenne, en coordination avec d’autres puissances mondiales, à monter en urgence une réponse coordonnée de sanctions sans précédent. La plus emblématique d'entre elles est l'embargo partiel contre le pétrole et autres produits raffinés russes, qui signifie en essence la transition du commerce pétrolier d’une logique économique vers une logique géopolitique. D'où la montée en flèche des cours du pétrole et d'autres matières premières. Où iront les excédents de barils russes ? La compensation serat-elle au rendez-vous pour satisfaire les besoins énergétiques de l’Europe ? Jusqu’où iront les cours du brut ? Le présent Policy Brief se propose d’apporter des éléments de réponse à ces
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