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To: All

Best to stick with facts that mean things. Not an emphasis on pieces of paper with ink on them created from thin air by central banks.

1) This is the first war in the history of mankind where both sides have access to excellent satellite recon. Make no mistake here, this is more important by a factor of 10 than any other issue. It changes everything in warfare.

2) The Russians now hold the nuclear power plant at Zaporihzhia. It is functioning. This power plant is 1/2 of all nuclear sourced electric power in Ukraine and 24% of all electric power of any kind in Ukraine. The mayor of Metripol has said it will remain Russian.

3) Another nuclear power plant is close to the Kherson Mykolaiv front to the west and north of Odessa. Control of that, plus Zaporhzhia, will constitute 1/2 of all Ukraine electricity.

3) Russian oil output is about 1.3 million barrels/day below OPEC+ quota. OPEC itself is down substantially from its quota. Much of the decline was pre Ukraine. Russian oil is diesel rich, unlike US shale. The most diesel rich oil on the planet is Libya’s and they are in the midst of new upheaval. They flow 1 million bpd and if that stops, it’s at a very bad time.

4) This is the sort of analysis that matters. Not who is a Nazi or who is not. Not who committed or did not commit warcrimes. Not who has what health issue. None of that stuff matters. You will hear nothing of it in 40 yrs. All you will care about then is who controls electricity, oil and gas.


14 posted on 05/19/2022 9:19:41 AM PDT by Owen
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To: Owen

Russian oil and gas revenues are soaring far beyond expectations... The “sanctions” are counterproductive.

https://www.forbes.com/sites/rrapier/2022/05/08/russias-oil-revenues-are-soaring/?sh=7af0ee454e34


17 posted on 05/19/2022 9:25:02 AM PDT by fireman15 (Irritating people are the grit from which we fashion our pearl. I provide the grit. You're Welcome.)
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To: Owen
Russia is now receiving approximately twice what they were last year in oil and gas revenue... And where is all the money coming from? You and me bub. This is the bottom line! All the war news nonsense people are fixated on here is meaningless. As long as this "war" is a profitable enterprise for the Russians it will not go away. As long as Biden can blame high fuel prices and inflation on the Russians this "war" will not go away.

Image

21 posted on 05/19/2022 9:32:24 AM PDT by fireman15 (Irritating people are the grit from which we fashion our pearl. I provide the grit. You're Welcome.)
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