Russia Cannot Deliver - Why Higher Oil Prices Are Not Saving Moscow — and What That Means for Your Portfolio
About this episode
The episode discusses the implications of higher oil prices on Russia's economy and its ability to deliver oil to the market amidst ongoing conflicts.
Why Higher Oil Prices Are Not Saving Moscow — and What That Means for Your Portfolio PaulTruesdell.com Picture a warehouse full of product the world suddenly wants to buy. The orders are coming in. The prices are the best they've been in years. The problem is the loading dock. Someone has been quietly, patiently, methodically disabling the loading dock — not once, not dramatically, but in waves, each one designed to make the next repair harder than the last. That is Russia's position in the global energy market today. And the people responsible for it have been working toward this outcome far longer than the recent headlines suggest. When the Iran conflict pushed global energy prices up 40 percent, most financial analysis treated it as an uncomfortable windfall for Moscow. The logic was clean on its face: Russia sells oil, prices rise, revenues follow. What the logic skipped was the operational question — the question of whether Russia retains the physical capacity to move its product to market. It does not. Not anymore. Not at anything close to the scale it needs. The first layer of the strategy targeting that capacity is Ukraine's sustained campaign against Russia's export…
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