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Peter Zeihan: Ukraine Hammers Russian Oil Infrastructure
The Ukrainians have ramped up strikes on Russian energy infrastructure, sending ripples through Russia’s refining capacity and triggering fuel shortages. But what changes enabled this to occur?
Three big things have shifted, giving Ukraine political cover and better tools to disrupt Russian oil flows. These include opposition from the US diminishing, Europe cutting off Russian oil and gas (besides Hungary and Slovakia), and longer-range weapons to strike deeper into Russia.
This is allowing Kyiv to strike Russia’s most critical oil hubs; think the pipeline nexus Samara, or pumping stations that will force Novorossiysk to collapse, or even northern hubs serving the Baltic. Since oil remains the largest revenue source for the Russians, sustained attacks on this infrastructure threatens Moscow’s ability to fight this war.
Peter Zeihan is a geopolitical strategist, which is a fancy way of saying he helps people understand how the world works. He combines an expert understanding of demography, economics, energy, politics, technology, and security to help clients best prepare for an uncertain future. With a keen eye toward what will drive tomorrow’s headlines, his irreverent approach transforms topics that are normally dense and heavy into accessible, relevant takeaways for audiences of all types. To host him for a speaking opportunity, contact WWSG.
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