ajtj's Post-Lobotomy Market Charts and Thoughts Message Board

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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts

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Lee Lichterman III

To: Lee Lichterman III who wrote (53448)	3/3/2022 6:51:21 PM
From: ajtj99	2 Recommendations Read Replies (1) of 97526

Sun Tzu said oil was fungible, and China would buy what Russia can't sell. However, I wonder if Vladivostok and the eastern Siberian railways and pipelines have the capacity to handle 10-million bbl/day that Russia produces. To flip all of that supply to rail you need tens of thousands of tanker cars, and you can't just pull them out of your keister like that, especially with sanctions. I suspect the pipelines were already running at capacity, so there's probably no room for extra supply there either. My guess is 2/3rds of their oil capacity may be offline due to sanctions and insurance companies refusing to insure ships that visit ports in conflict areas.

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