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tv   [untitled]    June 24, 2022 10:30pm-11:00pm EEST

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none of such objects that dominate the seascape eh, they purposefully eh perform the task of controlling the sea and air space in the western sector of chernobyl, and already returning to our days, as a matter of fact, it was noticed that on these objects eh a lot of additional equipment appeared, in particular, there were radio equipment, facilities of a radio-technical intelligence station, even electronic warfare, well, in fact , a control point was placed for the coordination of the forces of the fleet, er, er, obviously, this was done with the aim of compensating lost opportunities after the missile cruiser moskva carried out a negative launch. actually, one way or another, earlier later, these objects
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are military, what forces and means have russia placed on civilian infrastructure on civilian gas production facilities were supposed to become targets for attacks because, in principle, if, according to military logic, they were necessary, first of all, it was also necessary to organize the enemy's control system. well, that's actually what happened. well, in parallel, of course, if it was really a missile strike on the main platform, then it was will come to a non-functional state. well, what happened ? if this is a completely logical action, will it have consequences for the gas supply of crimea, say today ? well, it won’t, because as you know, there is still a gas pipeline that was built from tamaniya to the crimean peninsula during the occupation period and in principle, it is able to provide the necessary volumes of
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shelf gas for crimea, in principle, there was never enough, in fact, only the 13th year before the year of occupation, when the ukrainian chornomor naftogaz increased production thanks to these two i apologize to the drilling rigs bought in singapore, but only in the 13th year, so to speak, crimea began to be self-sufficient with gas from the offshore fields, and then there was a drop in production . and it should be, if those plans of chornomornaftogaz and naftogaz as a whole were implemented, then at least in the 20th year, it should already be about 5 billion cubic meters of gas per year, and in general, according to more optimistic calculations
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there are up to 8 billion cubic well, but that did not happen . the other day, in one of the leading publications, you made such a prediction about the fact that russia-opi and that in addition to the food crisis in africa, er, russia is trying to fan the scenario of such a famine for the countries of europe, in what demonstrating the signs of such a plan and how it should be visualized from the point of view of the brain and how we should act on it in advance, so really correctly touched on the question of where the masking signs are, that is, we paid attention to them because information appeared about the fact that the supply of gas through the north stream gas pipeline has been reduced. north stream the first, as you know, the other stream, the second, does not function. in fact, it is ultimately authorized and, so to speak, beyond the limits of its correctness, although functionally it
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is ready for operation. therefore, there was a reduction in the northern stream of the first a and with a rather strange explaining that they say that it is not possible to return the turbine of the gas-pumping unit that went to canada for repair, that it is a turbine of the well-known siemens company of isostationary mode, canada cannot return it its atom, accordingly, the volume of supply is reduced because the gas pipeline cannot operate in normal mode at full design capacity, it turned out that according to the information from the promo, there are still three turbines . and of the available e-e six plus two reserve systems and as it were internal documents of gazprom e provide for various
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situations, including that there should always be a spare turbine in case of what and here if several at once turbines fail, one is being repaired somewhere and cannot be delivered, and there is no spare one, although satellite images show that everything is in place at the portula compressor station on the baltic coast. actually, this one was the reason. what could be behind it? especially since if the supply reduction was so significant, almost two-thirds of it would actually be logical to predict that there could be an intention behind this, taking advantage of the annual plan of preventive repairs and works on the gas pipeline that are being carried out every year, and this happens around the month of july, and there may be some more problematic things,
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some uh, shortcomings, defects that need to be eliminated , well, they say one way or another, the gas pipeline has been in operation for 10 years. stopped. or rather, its work has not been resumed after the completion of a complex of planned and preventive works. instead, the russian side of gazprom will offer that look like this, here, next to it, absolutely the same nord stream-2, you are there in europe, there sanctioned ot well, but if it is necessary to definitely review the approach and at least temporarily launch it such a pragmatic decision that let's launch the
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second northern stream. what is the difference? the first or the second are the same and so on. as soon as the second northern stream is suddenly launched, the faults of the northern stream will be eliminated right away, so to speak. first of all, it will also be put into operation and the transit flow through the territory of ukraine will be stopped. this is exactly the plan, it is traced back to this and this is the algorithm of actions, and we can see that already, literally, yesterday , today, in germany, in the netherlands, different degrees have been announced there uh, the edge of prejudice about е, so to speak, the energy crisis, so we are just seeing signs that the russians are starting to promote this algorithm and uh, well, they will adequately
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promote it, so that somewhere first, е will not be allowed to european companies to increase the amount of gas stored in underground gas storage facilities. now, many people will be forced to immediately take something from the storage there , and on the other hand, there can wait for such an autumn-winter period, so that again, using non-commercial and military logic, they will stop supplying gas altogether including to the european union by forcing it or minimizing it by forcing it to backtrack on the sanctions regime, i.e. to demand the lifting of sanctions well, that's how they do it, for example of the black sea, where by blocking our black sea ports, they also blocked the export of grain from ukraine
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, and actually speaking, this provokes a food crisis , and a possible consequence is a migration crisis from africa to europe, well, in fact, this is what is needed in the russian scenario of the chaos of western europe, first of all, as the most vulnerable links of the west and so that the attention is diverted from ukraine more miro is focused on other crises that have arisen, so to speak, and they say that russia will then demonstrate that will to come to the aid of the solution of these crisis issues that are actually being artificially created now by the russian side, can we expect that the plan for such an autumn gas attack on europe will be coordinated with the situation at the front when we expect that after the summer heat there will be a certain pause on the front, conditional exhaustion, and
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just then russia will begin to include this e -e gas component of the hostilities, seeking to enter into some format of negotiations for the cessation of hostilities, and then, after the winter, press directly on ukraine at the expense of its weak europe, you are right, this logic can be traced and even it can be put into effect, let's say much earlier, without waiting, let's say next year. well, there are other factors on which it depends. but it's worse to underestimate him , well, actually, you can say that the last winter season, according to the kremlin's plans, was supposed to be apocalyptic for europe, because if we remember then, everything
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started in july to develop according to the script this new escalation due to the reduction of supplies from russia is something that was not noticed at first in the european union, when they noticed it was already too late , and even then the scenario of the famine was actively promoted by russia from the point of view of intimidating europe. actually, nothing like that happened and not only because the winter in europe was so average, it was not cold or too warm, on the other hand, the united states came to the rescue by supplying volumes of liquefied natural gas, so these supplies were insufficient but they turned out to be sufficient for the demonstration of such energy solidarity on both sides of the atlantic. in fact, although gas prices remained and remain at a high level, none the
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less, so to speak, no apocalyptic phenomena happened, the situation is normal this year and on the eve of the new season there it looks more difficult. there is no doubt that because now there are no shortage of forecasts from the russian side that if the prices are currently at the level of $1,300-$1,500 for 1,000 m³, then they will go up just after these manipulations of the northern stream, who is the first to predict that in the winter it will be 2,000 there, 3.5 thousand, and so on. and of course it hits the pockets of ordinary consumers and large corporations because it is absolutely the price of gas is abnormally high, as well as the price of oil is abnormally high. by the way, here russia uses
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manipulation skillfully and repeats the same pattern from last year and, as a matter of fact, in the format of opec plus a fan, but a little different topic and of course that always there is a correlation between energy and e-e military russia's strategy, and that's why they are just now engaged in the kind of energy preparation of europe that showed russia its teeth, because one way or another, 6 sanctions packages have been imported, the next step is the issue of the gas embargo. well, now they are trying to show in the manner typical of the kremlin that we are not we know what you will do with the gas barva. but before you make a decision and you will make it in the same algorithm as usual , we discussed it there for a whole month before that, we will show you.
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but now the situation in the european union is no longer the same as it was there even a year ago. well, after february 24, it is clear that it has undergone a serious evolution . how can europe today protect itself from such russian dependence on gas, considering the fact that the situation in the same in the united states, liquefied gas has now become more complicated. and this is just possibly the second factor that affected the price of gas. how will the united states help europe, do they have such opportunities? well, maybe there are such opportunities. despite the accident, the lg freeper mexican bay, and for three months, as they say, the company was forced to reduce its export opportunities, but if i didn't say that this would somehow have a fatal effect on the supply of gas to the european union, the accident is quite strange, really, if there are no other
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e- in principle, of course, the united states will not be able to cover all the needs of the european union in liquefied gas and gases in general, but they will be able to contribute in one way or another. because it concerned, for example, the closure of a number of coal-fired power plants there, now at the national level in various countries and not only in germany, but primarily in germany, a decision was made to slow down, on the contrary, to start even those coal-fired power units that were already turned off and were not used the netherlands, for example , who wanted to practically put an end to gas production at the groningen field already this year, this
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famous and legendary field, thanks to which europe received gas for the 60th year depleted, of course, but it still has certain resources. and right now, the question of whether to delay it for a couple of years in order to reduce the volume of gas imports is currently being discussed in germany. according to the schedule , nuclear energy will be rejected even during merkel's time , this schedule was adopted. well, it is about what needs to be postponed for what year or two, although for now chancellor scholz resists revising this schedule, so to speak, but no it is excluded that this is exactly what will happen. in the end, as a result of the discussions, a whole
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set of possible measures is being discussed, in particular, the recommendations of the international energy agency on how to drastically reduce energy consumption, and precisely that which is produced from imported energy russia's gas, that is, i think that such actions of russia as these manipulations, of course , the first one, they will actually lead to the reverse effect of accelerating the process of de -russification of gas imports of european union of reducing gas use in general, it is no coincidence that even the head of the international energy agency wanted biology the other day stated that the european union should be ready for the winter without russian gas, that is, if the statement is already at this level, at the level of the
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head of the international energy agency, then in principle this is an additional signal for the european commission to the governments of the eu countries that it is necessary to resort to extraordinary measures because, actually, when the international art agency was created, it was created precisely with the purpose, among other things, to be a kind of mechanism of early warning about a possible energy crisis in one or another area, that is, we can say that these extraordinary measures foresee that in the near future four or five months, europe will find options for complete disconnection from russian gas and ways to exist in such conditions. well, it is unlikely that it will find options for complete disconnection, it is faster, as i already mentioned, russia can resort to military logic, so to speak, to cut off the supply gas
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although commercial logic dictates the opposite, it is obvious that the revenues received by gazprom for this year will be the maximum, that is, roughly speaking, if you sell less, you will get no less . when was the peak of oil and gas prices, and this level was somewhere close to it? even now , the prices have risen a little higher than 10 years ago, and that's why if the situation looks like this, one way or another, the european union is a country the european union must go to the extreme option because the behavior of the kremlin is becoming more and more rational and of course where there is a commercial benefit and the fact that the
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europeans have always believed that russia will not take any drastic steps because it is profitable to receive money in appearance from our market, we will see that this logic does not work, the fact that gazprom turned off the supply of gas, well, based on the formal pretext that poland and bulgaria refused to extend the contract and from of the transition to paying for gas in rubles, this example shows that for the kremlin it does not matter who is a russian flob. like poland, which qualifies in the kremlin as a russophile state, or who is a russophile, like bulgaria, which has traditionally always been loyal to russia. that's why, if it's because it's called the kremlin, it's hitting
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everyone in a row without distinguishing who is sympathetic, and who is the opposite, and this says exactly that and this is an extra signal, an additional signal for the european union that you have to prepare for the worst case scenario how can you put an end to this paradox? russia sells less gas, it simply supplies less oil, and profits are growing. i don't know the data on gas, but in three months directly on oil, in three months the russians earned 100 billion, in fact, every day brought them 1 billion for exporting oil and on the other hand, we are talking about the introduction of sanctions in the energy segment on the gas component and on the naphthum component, how to ensure that these sanctions really hit the e-e in russia, so there were no such excess profits or do they exist we have options, well, in this connection, first of all, if
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the sanction regimes were officially sanctioned, a partial oil barge, well, this is a decision at the end of may. before that, what was done was certain, so to speak , voluntary actions at the level of governments and companies that refused russian oil and petroleum products means that russia did not waste time either, they came up with various circumvention schemes, gray schemes, black schemes, and so on. india and china are coming to the rescue. have worked because what is actually being observed now the increase in prices and er the actual increase in revenue is a temporary phenomenon i think in the fourth quarter it may all change er but of course the fact that the sanction
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packages of the european union, and in particular the latest sixth, have been adopted does not mean that comprehensive measures have been taken , the following measures are needed to complement what is already there . from the dynamics of the decrease in physical volumes of exports , you can just see that it is working . that by reducing the volume and supply of gas, there will be a price escalation, and therefore you sell less, you get more, it still continues to work, but here the situation looks like additional solutions are needed, which are now well understood, they have already been sounded, but they are not yet in active discussion, already at the level there institutions are related to the fact that first of all it is necessary to develop a special mechanism that makes it impossible to transfer to russia all the revenue in
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full for exported energy resources, that is, we are talking about what, for example, russia can to come as payment well, only what corresponds to the cost of production, that is, roughly speaking, one-tenth of the current price of oil there, which is $120 per bar, eh, the second position is that not a new idea, back in the 15th year, poland proposed to the european union to create a mechanism for consolidated centralized gas procurement so that they could manipulate gazprom, that we give gas to the germans at the biggest discount, and to the baltic countries, on the contrary, or to poland, then it was rejected as a non-market e-e anti-competitive approach, but now they are returning to it in order to
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create e-e such in response to this russian dominance, to create a cartel, a cartel of buyers who will determine that the price of gas cannot be higher there, let's say $500 for 1000 cubic meters , it will be bought at this price, and not at 1,500 or 2,500 e-e, as it is dictated by the russian gas market deformed by manipulations. effective in relation to precisely er already er impossibility er not that expansion but in general impossibility er oil trade from russian parties anyway all oil is shipped mainly from russian parties of the black and baltic seas
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so for asia there is there are still far eastern ports, er, a little in the arctic, but the main oil flows come from the black sea baltic, so in principle, there could be a ba- and it should be, when an understanding of this comes over time in europe, a blockade on the entry of oil bulk tankers into the baltic sea is introduced and the black sea to be loaded with oil in russian ports, that is, empty tanks must enter and pass through the dardanelles there or through the kagerak . and actually, if there are no tankers, no one will be able to send oil there, neither from novorossiysk, nor from primorsk, nor from the service, nor from stopse. that's why it seems to me that this is the most effective option. well, if it is connected with the fact that not only the european union should be active in this regard, but also
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nato, interesting proposals, interesting solutions, but we we are talking now directly about the problems of europe , about the strategy of the russian federation, and directly about what is happening in our country, the risks of winter, gas, the prospects of strategies, what is the most important here. well, if we look at the current state, then of course what we understand in our country every e-e during the last seven days for almost eight years now, every next winter season we have always expected some pohilitic things eh, but still thanks to the efforts eh of our energy companies, companies of the energy sector, naftogaz, energoatom ukrenergo, if one way or another, all scenarios were
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avoided in this case, it is about the fact that, of course, when a part of an important energy infrastructure is brought to a non-functional state or damaged and can not work at capacity, there are definitely problems will have a serious nature. at the same time, it should be noted that what happened was, well, this is not something you can be proud of, but there was a rather serious drop in the consumption of energy resources, well, due to the fact that a large part of the industry is not working and in in this case, if he spoke about the need to once again create reserves and the creation of such reserves now has serious logistical problems because, for example, it is
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impossible to import coal in the country because the black sea ports are blocked and obviously will have to use the possibilities of e-e railway connection with the countries of the european union, the possibilities of their port infrastructure, which is not limitless, that is why if at the government level, i think the relevant e-e solutions are being worked out. well, we have essentially the beginning of summer. about the creation of the necessary reserves, so they will be needed less. from the point of view of physical volumes, due to the fact that, as i said, consumption has decreased, practically industrial consumption has gone, due to the destruction of industrial assets there, and due to the excessively high price of gas, you can imagine how much the production of e- the production
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of which involved gas imported there, let's say at the price from the sports market at the price there of $1,500 for 1,000 cubic meters, if a number of chemical enterprises were not already functioning in europe itself, because something to make some kind of product from such gas, with all the savings of european enterprises, so to speak, well, it would not be competitive there with chinese or american gas, so there are serious challenges, er, it is beyond any doubt, er, but the main er, challenges here are the main threat which

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