Attack On Europe: Documenting Russian Equipment Losses During The 2022 Russian Invasion Of Ukraine (2 year anniversary)

ORYX ^ | Since February 24, 2022 and daily | ORYX

[JonPreston]

Do you always answer to "dopey"?

😂😂😂😂🍈🤡

[blitz128]

OPEC+, which humorlessly includes Russia has been increasing output for the past months and a big increase is set to kick in.

Already factoring loss of Russian supply

[AdmSmith]

The US shale industry isn't collapsing, it's maturing. In this Oil Ground Up podcast recap, Novi Labs’ Brandon Myers breaks down break-even realities, inventory outlooks, technology gains, and the policy pressures shaping shale's future. Let's start with the numbers everyone's obsessing over: break-even prices. Brandon's team at Novi Labs has ditched the traditional 10% NPV metric that everyone's been citing forever (“probably doesn't mean anything,” he says bluntly) and instead focuses on two key numbers:

The two-year payout: What oil price do you need to get your money back in 24 months? In the Delaware Basin, that's the high $50s. In the Midland Basin, it's the mid-to-high $60s.
The 25% return threshold: This is where operators actually want to be to justify drilling new wells.
With WTI hovering around $65, we're basically sitting right on the edge. Not great, not terrible, just uncomfortably close to the line where drilling starts to make sense.

Here's where it gets interesting. Brandon Myers says there's still 1-2 decades of profitable inventory in the Permian at current price levels. That sounds like a lot, but context matters.

At $40 oil? You're looking at maybe 12 months of economic drilling locations. That inventory got hammered during the pre-2020 drilling boom and finished off during COVID when everyone was desperately trying to survive.

At $85 oil? There's plenty of runway for growth.

The sweet spot seems to be that $65-75 range where the industry can maintain current production levels without much growth or decline, what Brandon calls a “jagged plateau.”

https://novilabs.com/blog/is-us-shale-really-running-out-of-steam/

[AdmSmith]

A previously unpublished video has surfaced showing the September 24 naval drone strike on the oil terminal in Tuapse. The footage was filmed by a foreign ship crew docked in the port at the time.

https://x.com/NOELreports/status/1974063003650637883

1 min video

[Mr. Lucky]

The price of Brent crude is about $10 a barrel cheaper today than it was a year ago. The world markets aren’t as threatened by comrade Putin as he would hope.

[JonPreston]

Here comes Mr Lucky! It must be the weekend

[JonPreston]

🚨BREAKING: President Trump and the Pentagon are considering using a "Domestic Civil Disturbance Quick Reaction Force" to deploy National Guard troops on standby to liberal cities plagued by crime and unrest, WaPo reports. pic.twitter.com/m7PvXa7mqX— Election Wizard (@ElectionWiz) August 12, 2025

[JonPreston]

A new breakthrough was achieved towards Hryshyne from the east following weeks of DRG activities. The full extent of this breakthrough remains unknown, but DRGs are operating on the outskirts of both Hryshyne and Novooleksandrivka. This makes the second to last road out of Pokrovsk-Myrnohrad unusable.

Dorozhnje and the freight train station of the same name have been occupied after over a week of battles, along with Ivanivka and Nove Shakhove to the north.

DRGs continue to operate in and around Novyi Donbas and on the approaches to Dobropillya. No new DRG activity within Dobropillya's city limits has been recorded over the past 12 hours.

The 12th "Azov" Brigade of the National Guard of Ukraine was deployed to Rubizhne (circled in green), which has prevented it's capture. Nevertheless, Zolotyi Kolodyaz - the focus of the initial media frenzy - has come under Russian control. DRGs continue to operate on the approaches to Hruzke.

Russian forces captured the Krasnolymanskaya Mine and the adjacent terykon. They also secured part of eastern Rodynske and made additional progress in Chervonyi Lyman.

Novoekonomichne has come under Russian control, and progress was made northwest of Hrodivka and west of Myrolyubivka.

The rest of Lysivka has moved into the grey zone, with unconfirmed reports of its capture. Suhkyi Yar and the guitar-shaped fortification continue to hold.

Russian forces continue to push north through western Pokrovsk and completed the capture of Leontovychi.

Positions were improved in northern Kotlyne and east of the village.

Southern Udachne and the town's train station was captured by Russian forces. Most of the rest of the town is a kill-zone or in the grey zone.

The remaining Ukrainian soldiers in Pokrovsk, Myrnohrad, and the surrounding villages are about to be encircled if nothing is done very soon. Only one road remains even slightly safe for a withdrawal to take place.

I will make a full and more accurate map update tomorrow, but I thought I should share these developments sooner rather than later.

****

[JonPreston]

Serious allegations from former CIA officer Larry Johnson about Senator Lindsey Graham: “There will be news coming out in the next couple of months about how he has profited financially off of money that came out of Ukraine, laundered through Latvia and made it way into his bank account. And now we're talking significant amounts of money. Department of justice is looking at it.”

[JonPreston]

[JonPreston]

🍈

15,001 posted on 04/19/2025 6:00:31 AM PDT by JonPreston ( ✌ ☮️ )

[blitz128]

Awesome🇺🇸