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The War in Ukraine

More fruit, time to hit the refineries even harder.

However, Transneft, which handles more than 80% of all the oil extracted in Russia, has in recent days restricted oil firms' ability to store oil in its pipeline system, two industry sources close to Russian oil firms told Reuters.

Transneft has also warned producers it may have to accept less oil if its infrastructure sustains further damage, the two sources said.


On Fire GIF
 
Begs the question as to why Yaroslavl hasn't been set ablaze yet as its certainly an outlier.


It may be benefitting from Moscow (and it's AD) being in the path. Then again, the refinery in Moscow has been hit before so who knows.


EDIT: Correction, it's been targeted before but not successfully hit... yet. Handy map below.

 
It may be benefitting from Moscow (and it's AD) being in the path. Then again, the refinery in Moscow has been hit before so who knows.


EDIT: Correction, it's been targeted before but not successfully hit... yet. Handy map below.

Moscow 'shielding' it very well might be what's saving it.
 
One wonders what the Russian pain point is.
Clearly it isn’t combat losses, whether this is a national pride issue, or the locations/types of recruits isn’t clear.

However with the significant punishment the Russia petroleum industry is taking, one wonders if this may be it. The petroleum exports both legitimate (frankly I’m appalled that they haven’t been 100% embargoed) and shadowy fleet operations are the only thing keeping the economy from utter collapse.

Because if the economy collapses any further, then we will see a near mirror to the conditions that lead to the overthrow of Tsar Nicholas. Tsar Vlad is a pretty solid student of history, and knows that. The question is what is his off route? At this point he can’t just pack up the fam and do a runner to a non extradition country, as Ukraine will go Israeli to get him.
 
One wonders what the Russian pain point is.
Clearly it isn’t combat losses, whether this is a national pride issue, or the locations/types of recruits isn’t clear.

However with the significant punishment the Russia petroleum industry is taking, one wonders if this may be it. The petroleum exports both legitimate (frankly I’m appalled that they haven’t been 100% embargoed) and shadowy fleet operations are the only thing keeping the economy from utter collapse.

Because if the economy collapses any further, then we will see a near mirror to the conditions that lead to the overthrow of Tsar Nicholas. Tsar Vlad is a pretty solid student of history, and knows that. The question is what is his off route? At this point he can’t just pack up the fam and do a runner to a non extradition country, as Ukraine will go Israeli to get him.

Time to double down...

The Case for War: Why the West Should Double Down in Ukraine​

History shows that long-term conflicts tend to work to the underdog’s advantage, and defeat often has dramatic consequences for the aggressor. That’s why the West, Europe in particular, should dramatically expand military aid to Ukraine.

The West’s best chance of bolstering Kyiv and significantly weakening Russia over time is through a doubling down of Western assistance to Ukraine, even if Washington takes a back seat. Assuming the United States maintains its in-kind intelligence support for Ukraine even as it curtails or ends military, financial, and humanitarian assistance, Europe will need to expand significantly on what it has provided to date.

According to the Kiel Institute, nearly all the roughly $133 billion (€114.6 billion) the United States has provided to Ukraine from late January 2022 through late June 2025 has come in the form of military assistance (56 percent) and financial aid (40 percent). The military support is obviously critical for arming, protecting, and sustaining Ukrainian troops on the battlefield, and here US assistance has averaged $22 billion (€19 billion) annually. Given that European countries have cumulatively provided, on a bilateral basis, just over $27 billion (€23.5 billion) annually to date, they will need to essentially double current levels of military assistance to backfill American aid and thereby keep Ukrainian forces operating at or slightly above their current pace.

Of course, Kyiv needs to do its part as well, principally by strengthening its manpower resources. Although Russian casualties have been staggering, Moscow still maintains a manpower advantage over Ukraine. To mitigate this, Kyiv should both lower the conscription age further, to 23, and expand enlistment incentives for those not compelled by law to join. Doing so will be politically difficult for Kyiv, but dramatically expanded Western aid will signal a long-term commitment to Ukraine’s security and could go far in easing the political challenges.

Preventing a Russian victory by tying Moscow down in a quagmire of the Kremlin’s making is likely to continue to deplete Russian resources, inhibit Moscow’s ability to horizontally escalate elsewhere in Europe, weaken Putin’s position domestically, erode a key partner of China (and Iran), and undermine Russia’s long-term ability to threaten Western interests.

 
Paul brought up a very important point in his most recent video regarding the infrastructure strikes, many of the refineries and those that were successfully struck were already producing less or completely paused production to start the switchover for winter mix production. This is going to get a lot worse for Russia.

 
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