How Stable Is the Russian Oil Industry?

How Stable Is the Russian Oil Industry?

The big news from the weekend is that Russia announced a plan to cut 500,000 b/d (barrels per day) of oil production. This accounts for about .5% of global supply and roughly 10% of Russian oil exports.

Full Newsletter: https://mailchi.mp/zeihan/how-stable-is-the-russian-oil-industry

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Episoder(1018)

The French Protests Were Inevitable || Peter Zeihan

The French Protests Were Inevitable || Peter Zeihan

The protests happening in Paris are an inevitable part of the transition that France is going through. The demographic, political, and historical pressures are making government spending increasingly ...

19 Okt 6min

Does China Have a Succession Plan || Peter Zeihan

Does China Have a Succession Plan || Peter Zeihan

Concerns over Xi Jinping's health have begun to spread following his appearance in Washington. Beyond the obvious question of how Xi is doing, let's discuss the Chinese succession plan if Xi kicks it....

19 Okt 5min

China Gets a New Base in Southeast Asia || Peter Zeihan

China Gets a New Base in Southeast Asia || Peter Zeihan

The Chinese are laying the groundwork for a new overseas military base in Laos. What makes this so special? Well, it would be the first foreign base that China can reliably supply without heavy depend...

16 Okt 3min

The End of Black Sea Shipping || Peter Zeihan

The End of Black Sea Shipping || Peter Zeihan

The Chinese are laying the groundwork for a new overseas military base in Laos. What makes this so special? Well, it would be the first foreign base that China can reliably supply without heavy depend...

15 Okt 5min

What Happens When India's Water Runs Out? || Peter Zeihan

What Happens When India's Water Runs Out? || Peter Zeihan

While the fallout from the Ogallala Aquifer running dry will be rough, it's nothing in comparison to what will happen in the Punjab region of northern India.Join the Patreon here: https://www.patreon....

14 Okt 2min

Defending the Homefront from Cheap Drones || Peter Zeihan

Defending the Homefront from Cheap Drones || Peter Zeihan

It's one thing for high-tech, expensive strike systems to break through defenses, but when cheap and simple drones can inflict widespread damage...that's a whole other can of worms. Join the Patreon ...

13 Okt 5min

How Diesel Could Shape the Ukraine War || Peter Zeihan

How Diesel Could Shape the Ukraine War || Peter Zeihan

A U.S. diesel ban could have reverberating consequences for the Russian energy sector, following the sustained attacks by Ukraine. Russia is now relying on places like Kazakhstan, Belarus, and India t...

12 Okt 3min

What’s Next for Iraq? || Peter Zeihan

What’s Next for Iraq? || Peter Zeihan

U.S. troops have withdrawn from Iraq, putting an end to American military presence that began following 9/11. So, what's next for Iraq? Join the Patreon here: https://www.patreon.com/PeterZeihan Ful...

9 Okt 5min

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