🚨 Exclusive from Reuters: the Russian oil industry is under serious attack

According to Reuters, at least 40% of Russia's oil export capacities have been halted ⚠️

This is approximately 2 million barrels per day — the largest supply disruption in modern history.

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💥 What is happening:

• Ukraine has sharply increased drone attacks on infrastructure

• Key ports are under attack:

— Novorossiysk 🌊

— Primorsk

— Ust-Luga

• Even the Druzhba pipeline has been affected

• Additionally:

— problems with tankers

— disruptions in logistics

— attacks on refineries and pumping stations

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📉 Why this is important:

• Oil = ~25% of the Russian budget revenues 💰

• Russia is the second largest oil exporter in the world

• The blow came at a time when prices were already > $100 per barrel 📊

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🌍 What’s next:

Russia is reorienting towards Asia:

• China 🇨🇳 (key pipelines)

• exports through Kozmino

• supplies from Sakhalin

But there is a problem 👇

👉 infrastructure is limited, quickly replacing Europe will not be possible