Who is winning war in #Ukraine?
This spring something odd is in the air
#Ukrainian #long-range strikes are going from strength to strength, maturing from single headline-grabbing explosions to wholesale destruction of Russia’s most important #oil export & #refining facilities
Tension was especially seen ahead of #Putin's #VictoryDay parade. No postcard display of Russian power this time. The parade is now a liability, lightning rod of #Kremlin's #weakness, #paranoia
https://kyivindependent.com/analysis-is-ukraine-really-turning-the-tide-of-this-war/
Analysis: Is Ukraine really turning the tide of this war?
Since the launch of Russia's full-scale invasion of Ukraine, the information space around the war has been obsessed with this deceptively simple question, and the constant new iterations of answers to it.
In the hands of those fighting the narrative war, from officials on both sides, online cheerleaders, armchair generals, and a certain world leader who likes to talk about who has the cards, the answers differ radically, but all are delivered with consistent venom, emotion, and intellectual ass
“🚨🛢⛽️ Everyone’s Watching Crude — But the Real Crisis Is Refining”
by New Rules on Telegram
@palestine
@Palestine
@[email protected]
@iran
“Since the escalation of the crisis in the Strait of Hormuz, crude supply disruptions have captured global attention. However, the increasing deficit in refined products — jet fuel, diesel, and gasoline — poses a potentially deeper and more enduring challenge”
Read more here; https://t.me/newrulesgeo/1925
#Press #SocialMedia #Iran #War #Trump #Israel #OperationEpsteinFury #OperationEpicMistake #RegimeChange #WarCrimes #CrimesAgainstHumanity #Hormuz #Empire #Collapse #US #Refining #JetFuel #Diesel #Gasoline
New Rules
🚨🛢⛽️ Everyone’s Watching Crude — But the Real Crisis Is Refining
Since the escalation of the crisis in the Strait of Hormuz, crude supply disruptions have captured global attention. However, the increasing deficit in refined products — jet fuel, diesel, and gasoline — poses a potentially deeper and more enduring challenge.
🔸 Energy Aspects estimates that over 450 million barrels of product output have been lost since the conflict began.
🔸 Refinery run cuts globally are in the range of 5-6 million barrels per day.
🔸 Unlike crude, where OPEC retains some spare capacity, there is no equivalent buffer in the refining system. Global refineries were already operating at or near maximum utilization before the crisis began.
🔸 Distillates (diesel/gasoil): The Middle East and Asia account for a large share of global exports. European diesel stocks are well below five-year minimums and falling.
🔸 Jet fuel: European jet stocks are critically low — in some markets, just weeks of supply remain. Stock-outs are possible later in the summer if the disruption persists.
🔸 Gasoline: The percentage of refineries producing gasoline over jet and diesel has fallen to nearly zero. Atlantic basin gasoline shortages are emerging just as summer driving season approaches.
🔸 Tapping strategic oil reserves is a temporary fix, not a real solution. It buys time but does not replace lost refinery production. Every barrel used today must be replaced later.
🔸 Asian refiners are under the most pressure right now. They are using reserves, cutting production, and limiting exports to keep enough fuel at home.
🔸 The shortage will hit Western markets in May and June.
The global refining system faces a severe, enduring supply deficit that cannot be mitigated by strategic reserves, risking widespread fuel shortages.
The lack of spare capacity in refining amplifies vulnerabilities, underscoring the need for urgent, long-term solutions. Without intervention, persistent shortages could severely impact transportation, economies, and energy security worldwide.
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Saros is an exhilarating sci-fi shooter set in a haunting, cryptic world
Finnish studio Housemarque follows up from its 2021 hit Returnal with Saros, refining the "bullet ballet" action to make it a more approachable game without sacrificing its adrenaline-pumping nature.
https://www.cbc.ca/news/entertainment/saros-review-playstation-9.7174992?cmp=rssNorth America's 1st electrochemical lithium refining facility opens in B.C.
Delta, B.C., is an unlikely location for Canada to challenge China's hegemonic control of the refining of lithium, a critical mineral whose supply chains have emerged as a key concern from the White House to Ottawa and beyond.
https://www.cbc.ca/news/canada/british-columbia/lithium-refining-facility-bc-9.7167658?cmp=rssNorth America's 1st electrochemical lithium refining facility opens in B.C.
Delta, B.C., is an unlikely location for Canada to challenge China's hegemonic control of the refining of lithium, a critical mineral whose supply chains have emerged as a key concern from the White House to Ottawa and beyond.
https://www.cbc.ca/news/canada/british-columbia/lithium-refining-facility-bc-9.7167658?cmp=rssNorth America's 1st electrochemical lithium refining facility opens in B.C.
Delta, B.C., is an unlikely location for Canada to challenge China's hegemonic control of the refining of lithium, a critical mineral whose supply chains have emerged as a key concern from the White House to Ottawa and beyond.
https://www.cbc.ca/news/canada/british-columbia/lithium-refining-facility-bc-9.7167658?cmp=rssNorth America's 1st electrochemical lithium refining facility is in Delta — and could prove critical
Delta, B.C., is an unlikely location for Canada to challenge China's hegemonic control of the refining of lithium, a critical mineral whose supply chains have emerged as a key concern from the White House to Ottawa and beyond.
https://www.cbc.ca/news/canada/british-columbia/lithium-refining-facility-bc-9.7167658?cmp=rssas i said: no matter what happens next the #refining industry is gonna get their $ from u.
#energycrisis #oilprice #strait #iran
quiet frankly it makes me somewhat happy that people now learned about the different #crudeoil contracts, the difference between #futures and #spot #markets and maybe basics of #refining. it was honestly very frustrating that not even my #climatechange comrades knew this stuff.
#oil #energy #iran #iranwar #USpol #EUpol #hormuz #systemsthinking
here is critical issue the #trump regime just don't understands & why they will lose this entire thing. they think that when they manipulate the paper oil market the effect of the #supplychain disruption will spare the US. in their hubris they don't understand that there is a physical supply chain beneath. #infrastructure is gone, the #strait will not come back to its original traffic, record high #backwardation and squeezing #refining crack spread. you cant financially engineer your way out of a physical supply constraint.
#oil #energy #iran #iranwar #USpol #EUpol #hormuz
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