This is soooo one of those time I wish I could pull the whole “do you have any idea who I am?” bullshit. Below find some good public sources; I don’t have time to get Archive versions of the paywalled stuff at Lloyd’s List, Tradewinds, or Shippingwatch, but if the below official sources are not sufficient, let me know and I will.
You could consult another official horse: https://ofac.treasury.gov/media/933506/download?inline (PDF warning). This one isn’t exactly about production like the EIA stuff is, but it will show you the extent to which the Americans have been forced to take extreme measures to try, mostly unsuccessful, to curtail Russian exports. Wikipedia will give you something similar: https://en.wikipedia.org/wiki/Shadow_fleet It’s a long read; scroll down to the section on Russia.
think, for a moment: if they had the ability, wouldn’t they still be exporting?
“Russia imposed a gasoline exports ban for oil producers on July 28 in a bid to prevent shortages at a time of peak demand because of summer travel and grain harvesting. But some market participants said this will not be enough to avert a fuel crunch.”
I make no assumptions on who you are, I only judge based on the reality we’re seeing on the ground and the halting of exports when they desperately need the funds. I know this does not necessarily discount shadow fleet economics but it cannot be helping the situation either. I think, in this case, it’s more important to judge the reality on the ground than the reality 10 months ago.
What ever on earth makes you think they are halting exports, especially of crude? I can show you on a map where they are and where they came from right now.
Just because they have l local shortages doesn’t mean they have stopped exports.
When you buy crude/products you often put it into storage, sometimes large amounts, and wait for the market to bounce up (or your other forward positions/hedging to clear). The crude and products exist: they are just not being used in the local market. In the case of Russia, to maintain funding for their war time economy.
Whatever, if you actually want info, DM me, I’ll connect on LinkedIn and share images and docs.
This is soooo one of those time I wish I could pull the whole “do you have any idea who I am?” bullshit. Below find some good public sources; I don’t have time to get Archive versions of the paywalled stuff at Lloyd’s List, Tradewinds, or Shippingwatch, but if the below official sources are not sufficient, let me know and I will.
You could also go straight to the horse’s mouth: https://www.eia.gov/international/overview/country/rus If you click through on the full analysis section you’ll find a more detailed picture: https://www.eia.gov/international/analysis/country/RUS
You could consult another official horse: https://ofac.treasury.gov/media/933506/download?inline (PDF warning). This one isn’t exactly about production like the EIA stuff is, but it will show you the extent to which the Americans have been forced to take extreme measures to try, mostly unsuccessful, to curtail Russian exports. Wikipedia will give you something similar: https://en.wikipedia.org/wiki/Shadow_fleet It’s a long read; scroll down to the section on Russia.
don’t worry, I don’t care.
cool chart. how’s that jive with the miles-long lines for gas?
Best Practices in Response to Recent Developments in the Maritime Oil Trade October 21, 2024
10 months later, I still posit: they’ve drained the reserves they used to keep civilian petrol flowing.
https://www.reuters.com/business/energy/parts-russia-face-gasoline-shortages-after-ukraine-struck-refineries-2025-08-21/
think, for a moment: if they had the ability, wouldn’t they still be exporting?
“Russia imposed a gasoline exports ban for oil producers on July 28 in a bid to prevent shortages at a time of peak demand because of summer travel and grain harvesting. But some market participants said this will not be enough to avert a fuel crunch.”
I make no assumptions on who you are, I only judge based on the reality we’re seeing on the ground and the halting of exports when they desperately need the funds. I know this does not necessarily discount shadow fleet economics but it cannot be helping the situation either. I think, in this case, it’s more important to judge the reality on the ground than the reality 10 months ago.
What ever on earth makes you think they are halting exports, especially of crude? I can show you on a map where they are and where they came from right now.
Just because they have l local shortages doesn’t mean they have stopped exports.
When you buy crude/products you often put it into storage, sometimes large amounts, and wait for the market to bounce up (or your other forward positions/hedging to clear). The crude and products exist: they are just not being used in the local market. In the case of Russia, to maintain funding for their war time economy.
Whatever, if you actually want info, DM me, I’ll connect on LinkedIn and share images and docs.