I think Putin thought the same about Zelensky. A puppet he could knock over in a few days.Do you think Russia began this prepared for a long war of attrition? — unenlightened
Anecdotally, they were running short first of fuel, then of personal equipment for troops, and then of munitions and tanks and even training facilities for the reinforcements. But perhaps that is all Western propaganda. — unenlightened
'Shelling targets of military value for 2 months'? I suppose you mean shelling of residential suburbs from March 4 (when the main convoy got close enough) till March 24, when they were pushed out of artillery range, not so much because Ukrainians pushed so hard, but because they were out of resources (with the most shelling, which was even then not that intense, lasting about ten days)? That is three weeks... care to list the supposed targets of military value that were hit? — Jabberwock
Ukrainian authorities said two people were killed when the Russians struck an airplane factory in Kyiv, sparking a large fire. The Antonov factory is Ukraine’s largest aircraft manufacturing plant and is best known for producing many of the world’s biggest cargo planes. — Kyiv areas shelled but ‘hard’ Ukraine peace talks go ahead - Hindustan Times
The supposed evidence is Tzeentch quoting an Ukrainian general in the days BEFORE the attack, so take it up with him. — Jabberwock
It needs to be pointed out that the whole theory of 'just threatening Kiyv' with an army that was supposedly obviously and clearly incapable of threatening Kiyv, is simply incoherent. In order to make a threat you have to be visibly capable of employing a force that is able to fulfill that threat. In fact, usually when you make a threat, you try to exaggerate the projected force. — Jabberwock
So their plan was obviously NOT a long-term 'siege' of Kiyv, contrary to your claims, because you rightly conclude that it would open them to attacks from the rear and they would not be able to maintain the siege at all. — Jabberwock
The 'blitz' taking of Kiyv, while risky and obviously unsuccessful, at least has some strategic merit. The northern operation as a 'siege' would be an even greater Russian failure - when you prepare for a siege, you do not issue your troops fuel for four days and you do not bypass major resistance centers (as you pointed out). The loss of material suffered there (not destroyed, but mostly abandoned, which for a long time was the main source of Ukrainian supplies) in no way justifies the supposed profit of vague 'political pressure' from one-fourth of a siege. — Jabberwock
It needs to be pointed out that the whole theory of 'just threatening Kiyv' with an army that was supposedly obviously and clearly incapable of threatening Kiyv, is simply incoherent. In order to make a threat you have to be visibly capable of employing a force that is able to fulfill that threat. In fact, usually when you make a threat, you try to exaggerate the projected force. — Jabberwock
First and foremost, the battle for Kyiv wasn't some kind of fake attack. Yet the fall of Ukraine didn't happened and Putin (correctly) then withdraw. Yet it's obvious, starting from Clausewitz, that this was one of the most important objectives: either take or surround the capital. — ssu
And in the meantime you'll just ignore the evidence because it suits you. Because that's proper epistemology, apparently. — Echarmion
I didn't ask you to prove any of these, but I'm glad you got all that anger off your chest. — Echarmion
Oh god you're actually serious... — Echarmion
At the start of the war everyone assumed the russian army would overrun Ukraine in weeks, as far as I remember. — Echarmion
Maybe it cannot, but for one Russia is not as of now fighting a total war in Ukraine and, for another, military capabilities seem to be about at parity for now, which means that Ukraine certainly has not lost the ability to negotiate from a position of strength. — Echarmion
Again apart from the fact that they have alredy suffered three major defeats in this war and have had obvious problems replacing both men and materiel.
To be sure I'm not claiming Ukraine is certain to win, but so far the war has certainly not demonstrated Russia's overwhelming superiority. — Echarmion
Well, so what? The Russians told us, over the course of some 20 years, that they view it as a threat to their vital security. We, the West, snubbed them at every turn because we thought they were weak. — Tzeentch
Apparent from reading reports by the ISW, Oryx, or various commentators who cite their sources. — Echarmion
I demand argument mostly, and some reference to facts on the ground rather than airy declarations.
You, I might remind you, have provided zero evidence yourself. — Echarmion
Two articles published this week give a stark assessment of Ukraine’s prospects in its war with Russia. One – by the commander in chief of the Ukrainian military – admits the battlefield has reached a stalemate and a long attritional war benefiting Moscow beckons. The other portrays Ukrainian President Volodymyr Zelensky as exhausted by the constant effort to cajole and persuade allies to keep the faith.
Ukraine’s military chief, Gen. Valery Zaluzhny, says in a long essay and interview with the Economist that “just like in the First World War we have reached the level of technology that puts us into a stalemate.”
He acknowledges: “There will most likely be no deep and beautiful breakthrough,” but instead an equilibrium of devastating losses and destruction. — Exhausted and disappointed with allies, Ukraine’s president and military chief warn of long attritional war - CNN
So are the Ukrainians fools for strategically deciding which front to defend? Because earlier you lauded Finnland for that strategy. — Echarmion
These are the kind of airy statements unmoored from facts on the ground that I meant earlier. — Echarmion
Hahaha, yeah the famed second russian army they kept in reserve. Too bad it never made it to Ukraine... — Echarmion
You're discussing a strawman. The russian army has demonstrated ability to learn in various areas. That said it still seems to suffer from C&C flaws, which aren't surprising in an autocratic regime.
But anyway what's the point of discussing when you're clearly have a very different picture of reality but don't seem interested in naming your sources. — Echarmion
Russia meanwhile has demonstrated the ability to take territory by assaulting a relatively small sector of the front with a large, grinding assault. But the losses this causes are apparently very heavy and it's very slow. — Echarmion
But the losses this causes are apparently very heavy and it's very slow. Ukraine meanwhile has failed to penetrate heavy russian defenses. — Echarmion
Ukraine won the battle for Kiev, the battle for Charkiv (that one actually was a major rout) and the battle for Kherson. — Echarmion
Hard to see the Russians going home. — Tzeentch
Pressure on Zelensky is growing to start negotiations with the Russians. He has cancelled elections because by now everybody understands Zelensky wouldn't be re-elected. People within the Ukrainian military and political establishment are starting to admit that things are much worse than the media makes them appear. — Tzeentch
But it's not a stalemate. Ukraine is losing, and it's losing decisively. That's why the pressure is growing. Sensible people understand that the longer Ukraine waits to negotiate, the more Ukraine's negotiating position will deteriorate.
'Stalemate' is just a cope term, to save face, to avoid having to admit defeat to domestic audiences, and to not have to utter the words "the Russians won". — Tzeentch
The bottomline now is that Ukraine is not going to join NATO, and the question is whether negotiations will be able to produce something that the West and Ukraine can prop up to their domestic populations.
EU-membership might be that thing, though it's questionable whether this is realistic considering how utterly broken Ukraine is, and the fact that the EU has some pretty strict criteria on whether a country can join. It might simply be a carrot to dangle infront of Zelensky's face to get him to negotiate, or to give Zelensky something to sell to Ukrainians as a 'victory'. — Tzeentch
I think this is all quite bleak and tragic, especially for Ukraine itself. I can't imagine having to make such sacrifices only for it to be in vain. But that's the price to pay for politicians who deal in delusions and fairy tales. — Tzeentch
Right, because it's absolutely impossible for a smaller country to win against a larger one. Never happens, ever. — Echarmion
And the Finns were right, while Ukraine is wrong, because? — Echarmion
I don't have access to the intelligence Ukraine had when deciding on that offensive, so I have no idea whether the effort was delusional. They seem to have adjusted their tactics to the situation on the ground well enough. — Echarmion
Now *that* is a delusional scenario unless we assume the Russian leadership is a suicide cult. — Echarmion
What are they winning exactly? — Echarmion
↪boethius, let me just check that I understand your theory, the military-industrial complex decides what is and isn't sent to Ukraine, and they're in business. — jorndoe
Well, a Soviet Union, with far more arms and men, did tire from fighting a far smaller war Afghanistan, even they managed to kill far more Afghans than the US ever. But you assume this war hasn't had any effect on Russia? — ssu
That entirely depends on the larger situation. You can't just sit on the defensive all the time either. There are plenty of plausible reasons why Ukraine might want to push even into prepared russian defenses - to fix troops in place, to keep russian commanders on the defensive psychologically, to seize tactically advantageous positions, to force the russian artillery to fire so they can be targeted with counter-battery fire. I could go on, but the point is your analysis is simplistic to the point of being useless. — Echarmion
People have been bashing each other's heads in for scraps of territory for hundreds of years. — Echarmion
This is literally an article about Russian helicopters being shot down by advancing UAF forces. It details how Ukraine has increased the air defense capabilities over brigades advancing into Russian-held territory. — Count Timothy von Icarus
The destruction of a large number of rotary wing craft over the past two weeks thanks to the US (finally) delivering long(er) range missiles has further reduced Russia's ability to use rotary wing craft. — Count Timothy von Icarus
The claim that Russia can use their air force "at will" is patently ridiculous no matter who says it. — Count Timothy von Icarus
Have Russian sorties been increasing as of late? They haven't. — Count Timothy von Icarus
They have been using more glide bombs — Count Timothy von Icarus
I mean you're right about that, but your reasoning is odd.
There's a very obvious reason why the west wouldn't want Ukraine to "beat" the russians. The same reason why they didn't send their air forces to flatten the russian invaders. The west doesn't want to give Russia an excuse to use nukes. — Echarmion
So yes the western strategy is a kind of death by a thousand cuts. They prefer the russians to grind bleed themselves dry in a slow grind over some calamitous collapse which could have unforeseeable consequences for russian internal politics. They even prefer Ukraine to loose in a slow grind over such a scenario. — Echarmion
It freed a bunch of their territory and subjects from russian occupation?
That's kinda what the war is about, isn't it? — Echarmion
What military disasters had Ukraine suffered? — Echarmion
So why are they loosing more men and materiel every day? That doesn't sound like winning a war of attrition. — Echarmion
And your evidence for this is? — Echarmion
Only the Russian air force can deploy attack helicopters and fighter-bombers at will directly over the heaviest ground fighting. — Forbes
Lol, yeah according to Josh Hawley, one of the people trying to turn the US into a Putin style "managed democracy". Why would I believe anything a known con-man like this says? — Echarmion
Not just the US, but you're right. They should just have been given the tools/resources from the get-go. — jorndoe
The point of the drive was take the railhead at Tocomak and cut off forces on the river in Russian held Kherson to withdraw. It's aim was cutting ground lines of communications, the exact thing it did to force a Russian withdrawal from the rest of Kherson and Kharkiv. — Count Timothy von Icarus
The other objective is obviously to get the bridge to Crimea in MLRS range so it can be destroyed. A follow on goal would be to drive to Melitopol and encircle Russian forced in Kherson if they had yet to withdraw. — Count Timothy von Icarus
Russia is aiming at a far smaller operation here, nothing that can really be said to be of strategic value, unless one considers that getting the "legally defined boundaries of the Donbass," within their control might make suing for some sort of peace more palatable domestically. — Count Timothy von Icarus
Oh yeah, it's tactically useful, for sure. I just question the rationale for expending the massive amount of resources that have already been lost there given the apparent odds of success. It would be the equivalent of the AFU launching another NATO style maneuver offensive directly into Russian defenses (and on a significantly larger scale), with the goal apparently being to secure an arbitrary political border for x date . — Count Timothy von Icarus
Given the state of foreign support for Ukraine amidst the Middle-East crisis, there will be a lot of pressure on the Ukrainian forces to defend it, which how the Russians aim to attrition the Ukrainian forces. — Tzeentch
Which sounds kind of suprising given that NATO has been so rightly perceived as a growing unbearable threat against Russia at least since 2008, right? — neomac
I do sense a bias towards the Russians in your comments. — ssu
You mean NATO assistance has to traverse 1000 km to supply the front in Ukraine or what? Well, it's their country so that isn't a big problem.
Otherwise yes, but note that with an inferior armed forces, with less equipment and not much of an air force has put Russia to entrench itself behind WW1 lines and isn't taking much anywhere the initiave. — ssu
Well, this is the kind of war Finland was preparing for. Not going for the brainfart of an idea of New-NATO new threats was in hindsight a very good choice. And seems like Poland is now preparing for something similar. Yes, NATO depends on air power and that is totally rational. However what has changed is the idea that a) conventional war in Europe is extremely unlikely so you don't prepare for one and b) wars aren't short and hence you do have to have those materiel and ammo stocks. — ssu
Really? What's your reference to conscripting 16 years of age? I haven't heard this. — ssu
The Cabinet of Ministers introduced military registration from the age of 16. This is stated in the message of the Ministry of Defense in the Telegram channel, Ukrainian News Agency reports.
The Ministry of Defense reported that the Cabinet of Ministers approved a new procedure for military registration, which in particular provides for military registration from the age of 16.
"Conscripts between the ages of 16 and 27 must register for military service," the message reads. — ukranews.com
This literally is what happened. The Russians have been disabling the Ukrainian grid at will. — boethius
You said it. :wink: — ssu
Once Kiev is encircled the military, social and political dynamic will completely change. — boethius
It's also unclear why they wouldn't want to encircle Kiev as quickly as possible. You can hold most of the area around a city, and if supplies can still get through, your seige won't be effective. — Count Timothy von Icarus
They certainly do want to encircle Kiev as quickly as possible, but due to the political consequence of of that (leadership also stuck and suffering) preventing encirclement of Kiev is Ukraine's top priority.
Why gains in the south are extremely rapid and Kherson was taken without prolonged urban combat resistance, is because Ukraine clearly can't fight on all fronts. — boethius
Definitely Ukrainians could keep fighting for a long time. — boethius
Of course, deception is a large part of warfare, so the Ukrainians could be planning some brilliant move to rout the enemy that launches at any time. Likewise, stories of Russian moral collapse could be totally true or then riots start breaking out all over Russia at any moment. There's definitely risks on Russia's side and predictions of obviously possible things always have a chance to come true. However, what we can be certain of is that all the retired generals and retired intelligence directors that hammer this impending Ukraine victory home, base that on absolutely nothing. The real experts acknowledge they don't know the situation on the ground for Russia or Ukraine. — boethius
↪boethius are you averse to including evidence/sources with your posts? — Changeling
I'm not averse to it, but the whole point of my post is that we don't really know what's going on. Western media continuously say one unsourced thing, so seems appropriate to say the alternative scenario. — boethius
So, that being said, the reasons to assume Ukraine is not going to bust out some brilliant move is that conscripts generally speaking, and especially conscripts that trained sometime in the distant past, are terrible at offensive maneuvers. Conscripts are effective at manning trenches and firing artillery mainly, and doing the logistics, cooking, repairing, medical evacs and nurse work etc. — boethius
In terms of game changing weapons, it seems extremely likely to me that Migs from Poland would just get shot down and not do much (certainly can have a chance of doing some damage before being shot down; but the idea the skies would be safer for Ukrainian pilots than for Russian seems "untenable" to use the word that seems to currently describe that). The reason for the focus on the planes is likely for the simple reason that Ukraine does have the pilots and personnel to put some planes up in the sky.
The real game changing weapons would be a lot of armor. There's a reason that Nato assumed that the Soviet Union could just roll through Europe: a shit ton more armor than Nato had. Turns out that the US wildly overestimated the Soviet capabilities (because they hired a Nazi to run intelligence on the Soviets who realized grossly inflating Soviet capabilities would get him more resources and reason to hire his friends), but the basic principle that only a bunch of armor is actually effective against a bunch of armor at the end of the day is pretty accurate (planes and other things can help, but any large scale offensive or counter offensive maneuver needs a bunch of armor--which is why the conscript mobilization playbook also calls for an insane amount of anti-armor mines everywhere). — boethius
Yes, definitely Putin could stop at any moment and says he's achieved whatever he set out to achieve. — boethius
Key land captures to show for the blood spilled: land bridge to Crimea. — boethius
That's not within NATO's mandate, is it? Others may not have such a charter, though. But, hey, maybe you're right, end the tiptoeing. — jorndoe
... seems to often enough be put forth by those saying that Ukraine should capitulate. — jorndoe
Well, what I remember was that the "clear arguments" were for the Ukrainian Nazis just to roll over and die. Because Ukrainians were Nazis, right? — ssu
But let's just look at the past comment just why and how unfeasible it has been to attempt to remove Russia from its "former territory" (Hint, Soviet or Imperial territory) by military means. — ssu
the Russian army and reserves are far larger and now on the defensive and have all the benefits Ukrainians had defending Kiev, and the Russian army can disable. the entire Ukrainian grid at will
as from many Russian's perspective, once the 4 Oblasts are officially part of Russia then they will be defending their country against a hostile invader
Additionally, Russia has demonstrated it has highly motivated soldiers able to win in urban environments, so, as I already mentioned, the reservists can have a large impact simply supporting the professional forces.
Ukraine has sent fresh conscripts with little to no training into front line combat, but there's no reason to believe Russia will do the same.
Let winter pass and by the spring everyone will be so fed up with energy prices that peace with Russia will just be the normal, competent, level headed thing to do by politicians wanting to be reelected.
Russia has only committed 10% of it's standing army to Ukraine, and so can also rotate units in and out of the war as well as reinforce if it needs.
This narrative that the Russians have "stalled" makes zero sense. Had Russia failed to siege Kiev (the biggest single strategic objective), ok, then clearly a big stall, but it didn't fail. Reporters are essentially reporting Kiev is now under siege. It may not be completely surrounded, but if it can cover the Southern gap with artillery fire then it becomes significantly harder to resupply Kiev
If Ukrainian forces dig in to the front of a salient, Russian forces can just flank and pincer around it, and in flat open territory like this I do not see how Ukrainians could build and defend a line hundred or two hundred kilometres against armor maneuvers.
Obviously, Russia can eventually simply complete the encirclement of Ukraine by coming up from the south, but that will take time and preventing encirclement of Kiev meanwhile is their main strategy.
Once Kiev is encircled the military, social and political dynamic will completely change.
Not that I want NATO to send troops to Ukraine and spark WWIII, but it dangled that promise of safety infront of the Ukrainians only to hang them out to dry. — Tzeentch
I would compare it to something like a drowning person... A drowning person is extremely dangerous because he can pull you to the depths ... He can simply drown the rescuer. — President of Poland, as quoted by Reuters
Of course. That's what I and many others have been saying for months. — Tzeentch
As I wrote, it is now impossible to determine how much Russia trades in rubles and how it is affected by the exchange rate, as that depends on the terms of the contracts and the info coming out of Russia seems rather contradictory. — Jabberwock
hat is absurdly untrue. Even China is very much reliant on the Western technology:
https://www.heritage.org/asia/commentary/china-more-dependent-us-and-our-technology-you-think
Most of Russia's industries now have a choice: go back to the eighties (which will make them completely uncompetitive anywhere outside the domestic market) or fold. All Russia has left is the resource trade and even that will suffer, as most oilfields and gas fields were serviced by Western companies. You cannot buy such equipment and knowhow through parallel import. — Jabberwock
Yes, I retract the inital argument, it was based on the data (supposedly from the Bank of Russia, shown in the chart before) that half of Russian exports are denominated in ruble, which seemingly was incorrect. — Jabberwock
Sure, if you ignore all the differences between certain countries, then they are exactly the same. I am pointing specific issues which make Russia's situation difficult and you just ignore them and go back to your generalities. — Jabberwock
Analysts have gradually been improving economic growth forecasts, now seeing Russia's gross domestic product (GDP) rising 0.7% this year, up from 0.1% in the early May poll, and increasing 1.4% next year, slightly lower than previously thought. — Reuters - Russia to hold rates next week, 2023 GDP growth may improve, Reuters poll shows
Analysts have gradually been improving economic growth forecasts, now seeing Russia's gross domestic product (GDP) rising 0.7% this year, up from 0.1% in the early May poll, and increasing 1.4% next year, slightly lower than previously thought. — Reuters - Russia to hold rates next week, 2023 GDP growth may improve, Reuters poll shows
Lol. No, he is not. He gives examples of specific sectors which indicate the bigger problem which is the overreliance on raw resource exports - that is the whole point of the meeting (and his speech). I have asked you to provide the examples of the sectors (beside the military one, which is also not doing that great) which are booming and seemingly you are unable to give any. — Jabberwock
Where do I argue some sort of commodities boom is coming? Generally speaking or even for Russia?
This literally comes from literally no where. — boethius
↪Changeling The exchange rate of ruble against all major currencies (USD, EUR, CNY) is climbing very fast. That means that all imports are more and more expensive for Russians. Whatever they bought for 75 RUB in December soon will cost 100. But that is even more devastating for Russian war effort, as they have to import lots of parts (e.g. electronics). Due to sanctions they had to pay much more for parts bought through intermediaries, now it will cost them even more. But even before the war due to 'easy' money from the natural resources (and rampant corruption) Russia's economy has been underdeveloped in many areas and relied on imports. — Jabberwock
It just doesn't seem like Ukraine can take it back...without getting destroyed in the process...and the Russian Ukrainians of the Donbas want to stay part of Russia — Jack Rogozhin
↪boethius, no, it wouldn't be stabilizing, and Putin presumably knows. (Not sure why you keep writing that.) — jorndoe
Your argument was that depreciation of ruble was great for Russia, because it boosts exports. While in theory that is correct, in this particular case it will not boost Russian exports, for the numerous reasons I have already given. — Jabberwock
Lol, you are hilarious... You know who Dmitry Medvedev is? This is what he said seven years ago (Google translated):
The situation in some areas is still extremely difficult. Let me remind you that our share of imports in machine tool building is estimated at approximately 90% (90!), in heavy engineering - about 70%, in oil and gas equipment - 60%, in power equipment - about 50%, in agricultural engineering, depending on the category products - from 50 to 90%, too, and so on. Even in civil aircraft construction, imports, unfortunately, are still overwhelming - more than 80%.
— Dmitry Medvedev
Are you saying he is an anti-Russian racist? — Jabberwock
In any major macro-economic shift (such as cutting off nearly all trade with the West) there are losers and winners (what matters is how many of each in the mystical agragate of the economist). Russian economy is growing, so pointing out sectors that were losers from recent events is not indicative of the whole. — boethius
Russia was selling under the price cap practically till June and it was accused of lying about the cuts (as Daniel Yergin pointed out). — Jabberwock
Russia's primary concern was to maintain revenues, given that half of its budget is financed by resource exports. You are pretty confident China and India will buy same amounts for higher prices, but actually give no argument for that. And it does not align too well with the facts: China's July crude imports drop to lowest since January India's purchases peaked in April. — Jabberwock
Again, what is true in principle does not necessarily apply to each and every situation. Sure, Russia would be happy to sell a somewhat smaller amount for a much higher price. The question is who will be happy to buy from Russia at those inflated prices. You assume that China and India will happily buy the same amounts of oil if it is much more expensive. That assumption is, to put it very mildly, unreasonable. — Jabberwock
And I have pointed out why Russia's exports will stall while its imports soar. I did not write that I expect a collapse, I wrote that it will be more and more dififcult for Russia to pay for its imports. — Jabberwock
↪boethius, turning it into a nuclear war wouldn't stabilize anything, it'd be like a defcon 2 or 1 escalation (sort of, to use old verbiage).
I'm assuming the Kremlin knows, but might be wrong I suppose.
Or, do you think Putin is that spiteful (and mad)?
He'd jeopardize lots more than himself, and has been told so by more than one party on more than one occasion.
(For that matter, there's a chance it could lead to unrest within Russia.)
At times, Putin comes through as meticulously calculating.
Incidentally, in this respect, I'd be more worried about Kim Jong Un. — jorndoe
Let us see about that... — Jabberwock
Yes, that is exactly what I wrote: 'No, because Russian problems with exports have little to do with prices.' Russia had to provide significant discounts to find new customers for its resources, but it is no longer able to do that as it needs to make profit. — Jabberwock
No, because Russian problems with exports have little to do with prices. Due to its huge official (and probably even bigger unofficial) deficit Russia no longer can provide such deep discounts on resources, so even with the better exchange rate — Jabberwock
Most of Russia's exports are related to raw resources. We do not know what portion of it is denominated in rubles, what we do know is that Russia wanted to move away from USD and EUR in its trades. — Jabberwock
That is exactly Russia's case for most exports beside resources, because its industry is underdeveloped and heavily relies (or did, when it worked) on imported inputs, most of those from Western countries. That is why its e.g. automoblie industry practically collapsed - Russians have no know-how, no domestic industrial machinery, etc. There will be no export boom for Russian cars, if the door handles come off or the car does not start. — Jabberwock
However, it does not matter much, because there will be no boom in the trade of resources, for reasons already given. — Jabberwock
We do not know in what state Russian industry is, as we do not know what part is directed to the war effort. — Jabberwock
because its industry is underdeveloped and heavily relies (or did, when it worked) on imported inputs, most of those from Western countries. — Jabberwock
Yes, I know that. That was my argument, maybe it was too succint. There will be no boom in resource sales for Russia, because there will be no or very few new customers who will be willing to break the price cap (and going through intermediaries diminishes profits). — Jabberwock
Few countries are willng to break the price caps, Saudis are demanding keeping output cuts. Russia will not be able to boost its resource sales significantly. — Jabberwock
No, as I have already mentioned. China and India were eager to buy at the discount, but it was not profitable enough for Russia. Besides they bought much more than they need already and they cannot store unlimited amounts, not to mention that China's economy is cooling off significantly. Russia will struggle to maintain the exports at the current levels, export boom is simply unrealistic. — Jabberwock
Again, while generally you are correct, you are wrong in this particular case. Russia does not want output cuts NOW, it needs to increase its exports to cover rapidly growing imports. — Jabberwock
Nope. China and India will simply buy less if the price is raised (and they already buy from Russia below the OPEC price) as they have gotten enough cheap oil already, countries working with the West will not buy if the price cap is exceeded. All that is left is the illicit trade, but that will not be sufficient. Again, no boom in sight. — Jabberwock
No, because Russian problems with exports have little to do with prices. Due to its huge official (and probably even bigger unofficial) deficit Russia no longer can provide such deep discounts on resources, so even with the better exchange rate (and, as I have shown, it helps only some, as half of the exports are in rubles) the opportunistic trade with India and China is slowing down - they now have enormous, cheaply bought reserves. — Jabberwock
Few countries are willng to break the price caps, Saudis are demanding keeping output cuts. Russia will not be able to boost its resource sales significantly. — Jabberwock
Russia bans oil sales to countries using price cap — BBC
Saudi Arabia said it would extend its voluntary oil output cut of one million barrels per day (bpd) for another month to include August, adding that the cut could be extended beyond that month.
Shortly after the Saudi announcement, Russian Deputy Prime Minister Alexander Novak said Moscow would cut its oil exports by 500,000 barrels per day in August. — Reuters - Saudi Arabia, Russia deepen oil cuts, sending prices higher