Ukrainian War Developments

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Anlsvrthng

Captain
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Qucik back on the envelope calculation about Russian oil export to replace all other Chinese oil import.


Russia export approx. 7 million bbl/day, China import 10 million.

If China find itself similar position like Russia, then will need 3 million additional bbl/day.

Kazastan + Azer export 2 million bbl/day, and same iranian crude throught the Caspian could help as well, out of reach of any naval blockade.
 

Temstar

Brigadier
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Daily update from the team at Guancha:
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They pointed out several things missed in this thread:
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That's an insane number of Ukrainian planes to be shot down in one day at this stage in the war, not quite sure what to make of this. Zhytomir is about 140km west of Kyiv and apparently getting pounded hard from the air. Other than the air battle RuAF supposedly destroyed an ammo dump holding Javlin and NLAW there.

BM-30 Smerch 300mm MLRS has apparently started pounding Mykolaiv from Kherson.
Follow up on the rocket attack on Mykolaiv yesterday, looks like those 300mm rockets really did a number:
 

gelgoog

Lieutenant General
Registered Member
If people think Russia tech industry is falling behind, or how it's military lacks funding now, it will be much much worse from here forward.
There will be a temporary collapse and some industries, like the Russian software industry or high end chip industry, will fall behind.
The software services industry will however benefit from having no western competition in the market. The semi fab industry will also likely benefit. Because of the import bans on semiconductors the Russian government will have no choice but to invest in semiconductor fabrication. Something the Russian government have been avoiding doing for over a decade. There was only a minute effort when Medvedev was in power.

The Russian oil and gas industry will likely go into a slow decline until China replaces the European industry supplied refining equipment to Russia. With regards to mining equipment, like for Arctic drilling, Russia already developed its own after 2014 US sanctions.

The Russian weapons industry will be vastly expanded and you will see large production orders made over the next two years. The Russian MIC has been asking the government for this for almost a decade and now they will be able to get it. The maximum possible Russian equipment production is much higher than a lot of people realize. Add together the Su-30s Russia produced for its own use with the exports made to India and other countries. Do the same for T-90 tank. You will realize the Russian MIC has been only using a fraction of its output for internal consumption. With US expansion of CAATSA Russia will be able to devote more of this production internally.

I don't mean to discuss politics but at this point there are few choices for Putin. He must win the war and win it fast. When Kyiv regime changed, sooner or later all sanction against Russia will be lift (because the West needs Russia too).
This is a long term project and there is no timeline. As for the US lifting sanctions do not expect to see it in a generation's time or more. The US never lifted sanctions on Cuba. Iran has been sanctioned since the 1970s.
The Russian government already factored this in when they went for the conflict.

Qucik back on the envelope calculation about Russian oil export to replace all other Chinese oil import.
Russia export approx. 7 million bbl/day, China import 10 million.
If China find itself similar position like Russia, then will need 3 million additional bbl/day.
Kazastan + Azer export 2 million bbl/day, and same iranian crude throught the Caspian could help as well, out of reach of any naval blockade.
China is massively expanding its EV fleet. China has also been investing in shale oil for many decades. Shale oil fields in China are hard to extract because of how the geological formation there is so this is a long term project. The US has banned sales of shale oil equipment to Russia since like forever. So this is a chance for Chinese industry. There must be easy to access shale deposits in Russia.

Russian industry also owns shares in oil fields in Iraq and Iran.
 
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gelgoog

Lieutenant General
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UK gas price had already gone through the roof and a lot of people were struggling with energy bills. With the current crisis, exacerbated by UK government actions like not allowing Russian ships with oil&gas to unload in the UK, it will get worse. Add to this UK dragging its feet on the nuclear reactor construction approval and kicking China out of the projects. China has built two reactors in Pakistan which were signed on after UK deal and they are now both in operation while UK project has gone nowhere. The Chinese and the Russians have the most expertise in nuclear reactor construction right now. France, US, South Korea cannot guarantee you a reactor neither on time, nor on budget, nor that it will operate properly. It will take a long time before nuclear industry gets over that issue.

Do not expect Scottish independence any time soon. UK government will never let go of North Sea oil&gas or nuclear submarine bases.
Northern Ireland conflict might re-ignite because of consequences of Brexit.
 
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