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tv   [untitled]    October 2, 2023 2:00am-2:31am EEST

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mock on latin america, there was never a need in the russian federation before for a huge volume of its own for oil processing, for gasoline and, accordingly, for diesel. they have a huge deficit even in this component, and besides, they also do not have enough storage of oil products, and simply because you do not pour, let's say, yes, into the tanks from gray oil, that gasoline, well, you just. its sport, it will lose added value, well, that is, a huge pile of problems in the russian federation, which clings to one another, and so by the way, just yesterday there was information from foreign experts, from british development, if i am not mistaken, that this huge jump in the prices of the russian federation for oil products is not connected with sanctions, i categorically do not like it, i do not like it, well no
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i like it, i don't agree, because, well, according to freud, yes, because the sanctions absolutely had a strategic impact, and we are now seeing their effectiveness on the russian market for both oil and oil products. let's add oleksandr to our conversation sirenka, an analyst at the naftorynok consulting company, mr. oleksandr, we welcome you, good afternoon, actually to begin with, please give an assessment of what is happening in russia, russia, and suddenly there is a shortage of fuel, and we understand that much, the situation is critical, that's all the war criminal putin spoke, and what is actually happening now in the swamps, well, the situation is both critical and funny , because we are also calling russia, in addition to the fact that it is an export of terrorism, it is the largest exporter of petroleum products and oil, it is a large
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gas station country, which now within supposedly there is a shortage of fuel, this shortage is artificial, er, i will briefly tell you about the russian market, we have studied it before until now, quite specifically, there are 32 oil refineries in russia, this is quite small for the amount of oil production, they extract... more 520 million tons per year, half of which they process oil, half of which is used as raw materials for export, also in russia, about 25,000 az, for harvesting in ukraine, currently up to 700, so the russian retail market, it is conventionally divided into two parts, the first part - these are wreaths, like vukovych, rosnept, gazprom.
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those companies that extract oil, process it and sell it, through a separate network, and the rest of az are independent players, practically the same as in ukraine, those that do not have their own oil production or processing facilities, they are just gas stations with oil depots, classic traders, bought, sold and. yes, there is no gasoline now at the gas stations of these classic traders, because the wholesale price has gone up, there are a lot of factors why wholesale prices have increased, and the retail price, first of all, it is informal regulated, there's a free market, but uh, there's always government agencies that control that retail price, the final price to the public.
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and those companies that raise money there, in fact, there are more than 10 rubles per liter, they again informally face some sanctions, checks, fines, something is found in them, well, the state is putting pressure on those traders, those retail chains countries that do not adhere to this price - price stability on the market of oil products, of course, putin cannot allow that in his country one of the three largest countries in the world that produces oil and processes it, they had a shortage, or the price of petroleum products was too high, and therefore vinki has fuel, but the queue for these petroleum products is so long that they do not have time to...
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.' the wreaths do not cover, it is only half of the market, the wreaths do not satisfy the need for petroleum products, without independent members... it is impossible to do in russia, and that is why there are such different reports in the regions now, there is no gasoline in some region, somewhere there mostly in the south, it's over somewhere burning, and among them the agrarians will already say that there is nothing to even harvest , from the russian fields, er, such a story, it, it is funny, and it shows an example of how the state... er irresponsibly intervened in this market, i thought that everything was under control, and we see that the tension in the population is only increasing, this is a shot in the foot, and i hope that it will speed up what we
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all here in ukraine are waiting for, it is a meltdown in russia because, mass protests, because of the civil war, because of dissatisfaction with the regime that now rules mr. oleksandr, i can clarify one thing, you said that in some regions there is a real lack of fuel, what kind of regions are these, you mentioned the prograria , this is krasnodar krai, which parts of russia, rostov oblast, there is a problem, krasnodar krai, rostov oblast , the problem with diesel fuel, this is an agrarian region, it just so happened that this is the same region. one of the largest exporters of diesel fuel abroad, i do not agree with my colleague here, sanctions work very badly, so badly that even we in ukraine still
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we consume russian fuel, let's talk about the sanctions, let's talk in more detail right now, mr. oleksiy, let's add some information to the floor, russia has found a way to sell fuel at the upper limit of the price ceiling, western experts say that the sanctions have led to the spread of the practice of mixing gasoline... even with oil, which makes it possible to sell such a product for $ 100 per barrel, but the markets in africa and latin america, where russian oil products are now supplied, are less demanding on the composition fuel than the former buyers of europe, and they are ready to buy so-called heavy gasoline, or liquefied petroleum gas. in general, mr. oleksiy, the thesis was voiced that if we talk about petroleum products, about russian oil , then these sanctions are not working well, let's put it this way, they have really limited this market, but russia has found ways to get its own oil there, in particular, and so have we we are also talking about this gray tanker fleet, and in general the fact that there are countries that buy it to bypass sanctions there through some kind of padding, yes, is there any possibility at all somehow to close these gray ways, let's say, or always
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, when there is a demand, there will be, let's say , a supply, and there will still be ways to export these raw materials, well, actually, you know, there is probably a truth here. somewhere, indeed, the sanctions regarding oil and oil products really reduced the volume, and they affected this , this position, on the export revenue to the budget of the russian federation, this is 100%, but i agree with my colleague that they probably could would be more effective, that is, we can also conclude from this that there is still room to further limit them, especially on the market, of the european union, well, where do they get in principle the largest foreign currency income, and let's be realistic, to block now all possible export, let's say, yes shadow, shadow schemes of the russian federation, well now it is impossible, and indeed, you are absolutely correct
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in mentioning about this shadow export fleet, which is transported, mostly to china and india, to the countries of central asia, somewhere legally, somewhere semi-legally , somewhere by making mixtures, somewhere by transshipment from tanker to tanker, there are actually a huge number of schemes, here, but, but, let’s go again to understand that when these sanctions are not in place, this volume of sales, both crude oil and oil products, is much larger, it is absolutely obvious, and does it limit the market, limit, limit even more, so much... with official information from the russian federation itself, that since they have nowhere to store crude oil and petroleum products, by the way, they are also closing the corresponding oil wells, plugging them, which is absolutely not technological, causing huge losses, well, this is not from a better life,
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100% done. so yes, in summary, there is room for us, our partners, of the anti -putin coalition to block oil and petroleum products schemes to grow in principle all over the world and by and large, by and large, if we block this export with priority to the country. union, well, this will inflict a very, very strong blow on the economy of the russian federation, and you will not even deny that they will go there according to some schemes, let's say to central asia or according to illegal tanker schemes, but we are talking about what limits the russian economy, in particular, is limited by sanctions, however i have statistics that next year, russia plans to allocate 11 trillion rubles to the defense-industrial complex, which is 70% more than last year, and this means, as bloomberg journalists calculated, that
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every third ruble of expenditures will be spent on defense. and we understand that 11 tril is a record amount since the collapse of the soviet union, and here the question immediately arises, we have sanctions, and we have restrictions on russian business there, exports, etc., however, a record amount is allocated, which means that this money comes from where it will be necessary to take, mr. oleksiy, what again... are we talking about, the fact that russia manages to earn such money because restrictions do not work well, or simply that these funds will be transferred there to social expenditures for defense, can you explain it , and look, both the first, and the second, and there is even a third, from the fund of social, so-called their well-being, which putin and his regime accumulated while preparing for a great war, according to the expert assessments of independent, world- class western experts, this fund on with this, let's say, the activity of hostilities, it can
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to be there for another year two and a half is calculated, that is, they have, unfortunately, this safety cushion, which allows them, in principle, to even increase defense spending, and yes, you are absolutely right, even in that budget year there were already, destroyed, deleted a huge number as social programs. of the russian federation, as well as infrastructure projects , in principle, only 20% of what was planned for last year, and in principle for the first part of this year, was implemented in the russian federation, that is, do they feel they, of course, feel, it's just that , if we don't look at the numbers, we can't fully understand how they feel about all the information, we know very well that the russian federation is closed statistically now, and look. if she makes it public, it is absolutely right to believe her, but there are budget processes where we see that this
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social program has been cut, these infrastructural projects have been cut, this shows that there is not enough money, and i can only repeat the sanction , they act, they work, they cause losses or under-profits, let's say that let's call the russian federation, but really, there is room to raise them. mr. oleksandr, we can also ask you about this airbag, which. the russian federation has created or is creating for itself, from where do we need to get feathers for this pillow, which geese, chickens will be plucked, actually for the sake of this fluff, here, unfortunately, is no less a funny story, only on a global scale, that's the last thing you have heard about oil prices, that they are rising, and the reason for this rise is, again, the latest, in the last month, the statements of just two... this saudi arabia and russia that they are cutting production
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, which, what i'm getting at, the two countries, the biggest oil producers, sellers, are saying that they're cutting back on their commodity, raw materials, crude oil, and everybody in the world with that they agree and raise the prices, well, it is strange to me when the seller says that he is tightening the tap a little, which means that there will be less goods and therefore the price will go up, it is not the consumer who declares this, it is not the owners of 10-20 oil refineries in different countries, there are such companies, they say that now the payment is high, and therefore the price situation is playing out in such a way that oil in june cost $75 per barrel, now it is 95, i apologize, 97, if as of yesterday, this is very big earnings for now, russia is doing nothing, only making political statements
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by mouth they are talking about the fact that they bought a couple of wells there, this is a very sensitive topic, and unfortunately, the world ate it up, oil prices went up, now gasoline is becoming more expensive all over the world, both in europe and in america, biden spoke in front of the people, in front of the americans, apologized that he would try to lead there is something wrong with the prices, you understand here, today plus 1 hryvnia once again across the country at gas stations has already been added almost... 50 hryvnias per liter of gasoline and diesel costs us, this is all the consequences of statements, including putin's, that that he will reduce oil production, i would urge, maybe because of you the whole world will not listen to putin, because he is constantly lying, it is up to him, at the same time, even if
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they announced a ban on exports, the export of oil products and crude oil continues ... oil, not a shadow fleet, a simple fleet, which he traveled to russian ports before the war, and he travels now, unfortunately, there are no such tough sanctions that would stop russia from enriching itself, therefore, even without doing anything, russia continues to make money, we recently met with colleagues who are our colleagues who are fighting. calculated that if you buy a tanker in black with 80,000 tons of oil, and ship exactly such a tanker of russian oil now, then this is plus 10 s300 missiles, and russia has not done anything, it only said with its mouth that it is reducing production, this is the reason , it is not necessary, it should be banned
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to the whole world of russia, then there will be peace in the economy and peace in military events. mr. oleksandr, here we must surely name those countries, those russian partners with a hairy hand, who help to circumvent these sanctions, we can name them with you, right? we can, of course, i will provide statistics, i will not say whether it is bad or good, because these countries, including our partners, but in the six months of the 23rd, this year, in six years, turkey increased its import of russian diesel four times . we have problems with our neighbors. understood. thank you mr. alexander. oleksandr sirenko, an analyst at the naftorynok consulting company , was with us, helping to understand the issue. mr. oleksiy, we
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have already repeatedly heard the thesis, in particular from the european union, that the next packages of sanctions should rather focus not on the expansion of, say, new ones. directions for restriction, for restrictions, on compliance and concentration, concentration on the implementation of already introduced sanctions, to what extent are our partners advancing in this, in this area, let's say so, are these not becoming sanctions are defined only by some declarative theses, which russia has already been able to find mechanisms to circumvent , well, let's say, for the sake of justice, in opposition to the sanctions of the russian federation, precisely new configurations in the world of sanctions, if you can call it that, which simply have not been seen before used, that's the point, the world has been saying for a long time that on the initiative of ukraine, the president of ukraine, the president's office , including, by the way, it was heard in japan at the g-7 from the hostess, from japan itself, that
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let's implement a full embargo, and we will deliver to the russian federation only what we consider necessary and what has been tested, and what was the response of the g7 countries to this? well, again, what was put on the agenda, this issue was discussed, but still postponed for the moment, is the world ready for a full embargo of the russian federation? friends, in fact the answer is very simple, no, not ready, because shkurny, sorry, for the interests of many countries of the world, they believe that they are much bigger and more valuable. and not the protection of world democracy in ukraine in the fields fight, here, but by the way, we have the closest partners, yes, like poland, like romania, like the baltic states, the prime minister of estonia suggested that the baltic states plus join finland and still introduce a full
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embargo, well, at least on their border, that is, if the baltic countries plus finland went for it. they showed an example to the entire civilized world that it works, and moreover, it will have the maximum impact on the economy, on its collapse of the russian federation, that is, it cannot be said that the world stands still, that it is, or imitates the process, no, both the ukrainian side and our closest partners are doing their best to do it, but the world turned out to be not ready, it is also necessary to fix whether there are uniform customs rules that do not allow dual-purpose goods to pass under the concession, well, the united states on kyrgyzstan, literally recently imposed. the sanctions package, many said before about armenia, now it is questionable, again, whether the armenians will continue to do this, a lot was said about kazakhstan, a lot was said about turkey,
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and now they are talking about, that is, what i am talking about, there is not even a complete regulation in terms of regulations, how not to allow these so-called dual purpose goods, or rather sanctioned goods, to be prevented from being allowed on all borders around the russian federation, but you asked if there is. progress, progress is, you remember, literally news two weeks ago, regarding the fact that china banned the export of heavy drones and drones that can operate, drones, including those that can operate at long distances, that is, on specific points, on concrete restrictions, sanctions packages, and they are trying to transform the international regulatory framework, which in principle led to such consequences, and it becomes absolutely obvious to everyone , what kind of agricultural purpose are we talking about, if a drone or a drone can fly there for 400 km, yes, what fields are there
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he has to carry out geodesy there, and china is forced to react to this, and he himself banned the export of such heavy drones and unmanned aerial vehicles from his territory, that is, yes, we would like these processes to go faster, we i would like... our partners to be more decisive and accordingly implement more effective sanctions, but we have what we have, ukraine is doing its best every day to transform the world and open its eyes, not that it doesn't work that way, that , that the aggressor state should be as limited as possible in its capabilities, i absolutely agree, but recently one of putin's favorites, the russian oligarch deripa, gave an interview to the financial times with well, this means that he was oriented towards a western audience, and he claims there that the russian economy, even on to his surprise, it survived, and first of all, it survived also at the expense of private
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business, which helped, let's say , to hold on, helped to keep the russian economy afloat, and in fact, we understand that financial times are probably read by political officials, the establishment is european, doesn't that mean that, for example, this scumbag just said, okay, private business has helped our economy to stay afloat, and the europeans are like, well, well, i thank you, let's say that, i gave up, maybe we need to strengthen more sanctions against private business which according to the version of one of the most influential russian oligarchs, it is helping the russian economy at this moment to wage war, again, again we approach the issue of the effectiveness of sanctions, yes, again we approach the fact that a special group in the president's possession is working now and for a long time , ermac mcfaul's group, works in the sanctions field, which proposes new sanctions, which finds loopholes in the sanctions already in place, they work very closely with our partners, as you
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absolutely rightly said, even the last sanctions package was more focused on closing these holes, yes, that is, we have consolidation, but to close without a full embargo the opportunity to work for small and medium-sized businesses, friends, let's tell the truth. it is almost impossible, by the way, do you remember again the ban from the baltic countries, the entry of cars there, about the ban on importing things there, let's say from the european union to the russian federation, why is this being done, well, because they worked as such with these caravans, yes, when one person transported smartphones for 30, 40, 50 seconds, just in such and such an endless chain of such gray... imports from the european union, technological, that is, well, actually, friends, we have to summarize that, without a full embargo on only what will be
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allowed to be imported into the russian federation, unfortunately, economically, we will follow the path of permanent sanctions for a very long time, but again, will the world agree to all this for a full embargo, well, i have a huge question, there are too many interests in the world, and therefore, being realists, we understand that we are most likely the closest sometimes we will continue to follow the path of these sanctions packages, the only thing we need to focus on is to make them as effective as possible. thank you for helping, as always , to understand complex things in simple language. oleksiy buryachenko, candidate of political sciences, head of the international association of small communities, joined us today on the air, thank you for always finding time for us. yes, thank you, let's move on, in particular, let's talk about not. the announced visit of two defense ministers, in particular france and the united kingdom, the secretary general of the north atlantic
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alliance, jan soltenber, also immediately visited kyiv. why, what to expect in the near future, will we have a holiday, or will there be a holiday in the russians after this visit, let's say it in quotes, we will discuss with volodymyr fesenko, this is a political scientist who joins us on the air, mr. volodymyr, congratulations, i congratulate you, so what kind of unannounced, unplanned visits are these three such key, let's say, military, first of all, partners of ukraine. first of all, i will note that the absolute majority visits to kyiv by our distinguished and influential guests is a matter of security, that is why they are not announced, but the fact that two ministers of defense, of two large and influential european countries that are actively helping us, came to us at the same time, by the way, i will note that
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it was great britain and france that first provided us with long-range missiles, and there are many assumptions that they were used in very effective strikes on crimean military facilities, and now they have arrived in kyiv, nato's agentsak has arrived, it unites them, i think , the topic of activation, cooperation, military-technical cooperation between ukraine and our military partners, this is the first priority. and this is precisely evidence that this cooperation has a systemic long-term nature, it is not an episodic situational one, there is a new minister of defense in great britain, but the cooperation continues, just as it continued, although there have been changes over the last year and a half, there have been several changes , even the prime ministers of great britain, cooperation continues, this is the interest of great britain, by the way, we can say
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now that such a connection has arisen, i would say such a geopolitical, military-political chain in europe, this is great britain and france, and cooperation between them is now developing very actively, and what is important here, because in great britain we are already used to it is our active partner, they help us a lot, on a large scale and qualitatively, during the current great war against russian aggression, but france earlier. together with germany, they were always cautious, always opposed ukraine's accession to nato, even against providing ukraine with a road map, let me remind you, the bucharest summit of 2008, and against the accession of ukraine to the european union, now france actively supports it, germany, which did not supply us with lethal weapons at all, is now the largest
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supplier of weapons for ukraine in the european union, this is the situation, what changes have taken place, after the visit of hentsek naat, i would especially like to note that, well, our president hinted at it in his video message, in fact , preparations are already underway for the next nato summit, which will be held in the usa, it will be the anniversary summit of nato, 75 years , and i think that there serious, important decisions will be prepared, perhaps they... will concern ukraine as well, we will rush to conclusions, but this is also a sign of activation, strengthening of systemic cooperation already between ukraine and nato, so these are very important visits, and they testify precisely, i would say about the working nature, not just symbolic political visits, people who deal with specific defense issues have come, and for us this is now the number one priority, and we are working on our defense and
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our offensive together with our partners, mr. volodymyr, but the ministers did not actually come alone, but with a large delegation, we can now talk precisely about the once cautious france, and now france, which is actually ahead of everyone in helping ukraine. so, the minister of defense of france sebast lecornu arrived in kyiv at the head of a delegation of at least 20 representatives of the defense industry of the european country, among them one of the top managers of the manufacturer of the caesar installation, which is currently demonstrating its capabilities in ukraine, it is in service with the ukrainian military, actually so big delegations, they are obviously in order to deepen and expand cooperation, what kind of cooperation can this cooperation be, if only manufacturers are coming in such a number, you correctly noted that.

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