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Peter Zeihan: Ukraine Strikes Russia Oil Pipeline

Thought Leader: Peter Zeihan
August 28, 2025

The Russians have been funding their war effort in Ukraine with oil exports, but some new Ukrainian tactics are disrupting that flow.

Ukraine has begun striking pumping stations along the Druzhba pipeline. Since the majority of Europe no longer relies on Russian crude, these attacks mainly pressure those few holdouts…like Hungary. This is Kyiv’s way of dipping its toes in the water; if Europe and Washington tolerate it, expect to see an escalation in strikes.

Should that happen, Russia’s ability to fund the war effort would quickly diminish and we could see the most dramatic economic shift in the war so far.

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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