Date: 2025-08-22 Page is: DBtxt003.php txt00026683 | |||||||||
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THE RUSSIAN CONFLICT
UKRAINE'S WINNING OIL STRATEGY William Spaniel: How Ukraine Is Exploiting Russia's Oil Bottleneck Problem Original article: https://www.youtube.com/watch?v=-Pnt0k49Nag Peter Burgess COMMENTARY Peter Burgess | |||||||||
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How Ukraine Is Exploiting Russia's Oil Bottleneck Problem
William Spaniel
Apr 22, 2024
575K subscribers ... 454,271 views ... 18K likes
Check out my book 'How Ukraine Survived': https://amzn.to/47gnlEf. You can also read it for free by signing up for a Kindle Unlimited trial at https://amzn.to/3QMsBr8. (I use affiliate links, meaning I earn a commission when you make a transaction through them. Even if you read for free, you are still supporting the channel.)
For months, Ukraine has targeted Russia's oil industry with drone strikes. Subtly, though, Ukraine's focus has been specifically on hitting refined oil products, not raw crude. This video examines why that is the case. We begin with obvious factors, like value, concentration, and distance. However, due to a less obvious bottleneck problem with shipping, the marginal value of hitting crude may in fact be nearly zero for Ukraine.
0:00 The Timeline of Ukraine's Attacks
2:20 The Relative Value of Crude and Refined Oil
4:20 The Concentration of Targets
5:46 The Geography of Attacks
7:42 Russia's Bottleneck on Ships
11:57 The Benefit of Further Sanctions
13:28 Russia's Defensive Strategy
15:12 Black Sea Parallels
The appearance of U.S. Department of Defense (DoD) visual information does not imply or constitute DoD endorsement.
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