Сергей Вакуленко: удары по российской нефтедобыче и «теневому флоту», казахстанская нефть и Венгрия

At 0:00 Sergey Vakulenko opens the discussion by describing the strike on a platform in the Caspian Sea, noting that for Russia this is the first such incident. By 0:22 he emphasizes the unprecedented nature of the attack. At 0:43 he questions the severity of the damage inflicted on the platform. At 1:31 he reflects on how the oil industry has felt the impact of the war over the past four years. At 3:19 he reassures that the industry continues to operate. At 3:36 he explains what Kazakh oil is and where it is sold. At 6:29 he notes that Kazakhstan’s oil is exported through Russia. At 7:50 he discusses how Russian oil reaches Germany. At 9:48 he identifies the ownership of the Caspian pipeline consortium (CTK). At 11:04 he covers the attacks on CTK. At 11:36 he reports on the current status of CTK. At 12:56 he identifies the main consumer of oil flowing through CTK. At 13:14 he discusses the relations between Russia, Kazakhstan, and China. At 15:12 he considers whether attacks on CTK will strain relations between Kazakhstan and Ukraine. At 16:01 he outlines the consequences of strikes on the “shadow fleet.” At 19:09 he asks whether foreign ports will refuse to accept shadow fleet tankers. At 20:10 he notes that insurance premiums for all vessels entering the Black Sea have risen. At 20:47 he questions whether the gasoline crisis has affected Russians. At 22:52 he asks whether Hungary can obtain oil and gas from sources other than Russia. At 24:39 he comments that Hungary receives comically cheap Russian raw material. At 25:46 he discusses sanctions hitting Russian oil.