The De-Kastri Mystery 176 implied HN points • 15 Jan 24 🌍 World Politics Sanctions Russia Oil trade Risk Analysis The breakdown in Sakhalin-India oil trade likely stemmed from elevated risk perception in the shadow trade. Increased enforcement efforts could shrink the shadow fleet, impacting Russian oil revenues. Speculation suggests India demanding price-cap compliance led to the failed deliveries, causing distress for Russian oil exporters.
Dangerous Waters 157 implied HN points • 13 Dec 23 🌍 World Politics Sanctions Russia Oil trade Recent OFAC sanctions have targeted Russian shadow tankers, causing increased risk and potential blocking orders for many vessels. Moscow's shadow trade faces higher freight rates, deeper price discounts, and more exposure to price cap restrictions. The Kremlin's oversight of ties to U.S.-based services has led to sanctions blunders and raised risk levels for all participants in the shadow trade.
Coming soon 19 implied HN points • 03 Mar 22 A new website called navigatingrussia.substack.com is coming soon. The post includes a share option for Facebook and email. The post has a note section and other options for sharing.