Quote (Malopox @ Oct 26 2025 10:11am)

1) for 3.5 years EU/US tried to tiptoe with price ceilings for Russian oil. This has now been abandoned as both Lukoil and Rosneft are directly targeted. This is new and unprecedented. Lukoil still owns 3 refineries in Europe (Netherlands, Romania, Bulgaria), Gazprom 1 (Serbia) and Rosneft 3 (Germany). Since they will no longer be able to supply even non-Russian crude to these refineries - those refineries will probably stop and EU might have to think about nationalizing them like they did with Gazprom assets in Europe in April 2022 or Nexperia recently in The Netherlands. Europeans are already “concerned about security of supply” lets see if their voices are heard: https://tvpworld.com/89647764/germany-wants-us-sanctions-exemption-for-rosneft-refineries-

2) there are 4 more refineries in Eastern Europe supplied by Russian oil via Druzhba pipeline volumes (2 MOL refineries, 2 NIS refineries).
https://www.reuters.com/business/energy/central-europes-refiners-eye-impact-us-sanctions-russian-oil-majors-2025-10-23/
They will now have to be supplied via JANAF pipeline via terminal in Croatia however it’s not big enough to supply 5 refineries (4 aforementioned + INA refinery) + you would need to reverse sections after Sisak refinery which takes months and capex. Needless to say that switching from Russian heavy sour grade of crude to other grades will require refinery revamp/maintenance to adjust catalysts & processes. This would mean supply shortages in Hungary/Serbia I would reckon.
https://i.imgur.com/JYMpSST.jpeg

3) in Serbia - Gazprom supplies gas via pipe with contract up for renewal. At the same time Gazprom refinery in Serbia - NIS has been sanctioned by Americans for some time now with rolling OFAC license to operate. This license has now been revoked to add sauce to gas contract renewal between Serbia & Russia. Americans openly demand Serbians nationalize Russian assets. This will obviously not go down easy with Moscow. https://www.nin.rs/english/news/92626/plug-for-nis-not-found-and-gas-is-leaking-after-nis-serbia-faces-a-new-problem

4) there were recently actions of industrial sabotage at both MOL refineries that went relatively unnoticed. https://www.euronews.com/my-europe/2025/10/21/fire-at-hungarys-largest-refinery-contained-no-injuries-reported

https://cznews.info/world/20251022/a-fire-has-broken-out-at-the-bratislava-oil-refinery-owned-by-hungarys-mol-group.php

Interesting.

5) india is pressured to abandon Russian oil. This will obv increase domestic prices in india (hurting Modi domestically), but also global oil prices as Indian refineries like Reliance will have to bid for the same ME or African volumes like Europeans. https://www.aljazeera.com/news/2025/10/24/russias-top-indian-oil-buyer-to-comply-with-western-sanctions

Typing from my phone, sorry for typos & formatting.

Quote (ferdia @ 26 Oct 2025 13:08)

remember your audience. what does all that MEAN.

Quote (Malopox @ Oct 26 2025 02:21pm)

Same as always, more uncertainty, more grandstanding from useful idiots who read some highbrow propaganda outlet like The Economist yesterday and now suddenly remade themselves overnight as military experts from the safety of their couch as well as more backroom deals from those in power.

Quote (Djunior @ Oct 26 2025 03:49am)

The good guys Orcs planning to confiscate Russian sovereign assets, again



https://www.youtube.com/watch?v=CDQGWzM_6VU

Quote (Malopox @ Oct 26 2025 04:15am)

We get it, supporting terrorism runs in your blood, but what do you suggest should be done with an enemy combatant that has directly caused numerous civilian casualties? A video of her arrest is making circles on social media.

Would you say disappearing her in an unmarked private jail in Lithuania or the likes of Gitmo for 10 years without any charges would be more democratic?

Quote (duffman316 @ 26 Oct 2025 14:59)

As an orc boot licker im assuming you see Alexei navalny as an enemy combatant as well eh?

Quote (Malopox @ Oct 26 2025 10:03am)

You need to mind your language. But I will entertain this one.

By enemy combatant I mean people who guide artillery & drone strikes against civilian objects. That’s what Yana did and she got what she deserved. Much better this way than disappearing in gitmo for 10 years with no traces of you. Don’t you agree?

Navalny was a Russian nationalist and would never do such a thing.

Quote (duffman316 @ 26 Oct 2025 14:57)

Fear of invading orcs is a genuine fear of all of mordor's neighbors. That's how mordor expanded in the first place and that's also why the world of men allied to form nato against the evil threat from the east.

Quote (duffman316 @ 26 Oct 2025 15:12)

She sounds like a patriot, supporting her people against foreign invaders occupying Ukrainian land. Doesn't matter how you dissappear with orcs, her fate will terrible.

Navalny was killed all the same by the side you support. Why do you side with the side that is unambiguously the greater evil in this war?