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re: Latest Updates: Russia-Ukraine Conflict.
Posted on 11/2/25 at 11:29 pm to Coeur du Tigre
Posted on 11/2/25 at 11:29 pm to Coeur du Tigre
1
Posted on 11/2/25 at 11:33 pm to Coeur du Tigre
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If tweet fails to load, click here. Third time this refinery has been hit in the last six weeks.
LINK
Posted on 11/2/25 at 11:50 pm to Coeur du Tigre
A illustrated recap of Putin's weekend from hell -
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If tweet fails to load, click here.quote:
"The geography of sanctions is expanding... We’re using our missiles — they’re showing their teeth." — Zelenskyy
They did.
• Crimea ammo sites hit
• Kursk & Lipetsk grids down
• Alchevsk & Oryol blackouts
Every strike shortens the war.
quote:
Tuapse, Krasnodar: strategic decapitation
• 5 direct hits, SBU + Def Forces
• Tanker lit up
• 4 Rosneft berths destroyed
• 7M tons export capacity crippled
Tuapse handled ~20% of ????’s crude exports. Insurance risk for tankers now skyrockets
quote:
The Blackout Belt expands:
• Kursk substations torched
• Lipetsk power nodes down
• Alchevsk grid offline
• Oryol TPP hit — again
Russia built a war economy and got a rolling blackout economy instead
quote:
Ukraine's GUR blows up Russia’s “ring” fuel pipeline — all 3 lines explode near Moscow
quote:
GUR partisans light up Russia’s rails:
Bryansk
Rostov
Murmansk
Chechnya
Karachay-Cherkessia
Crimea
Luhansk
When rails burn, Russia’s war stops. Simple math:Ammo trains stalled. 100K+ troops’ supplies stuckBryansk Rostov Murmansk Chechnya Karachay-Cherkessia Crimea Luhansk
When rails burn, Russia’s war stops. Simple math:Ammo trains stalled. 100K+ troops’ supplies stuck
quote:
Russia quietly fired two senior commanders after their Pokrovsk offensive face-planted:
• Lt. Gen. Sergey Milchakov
• Maj. Gen. Sergey Naimushin
It was supposed to be a “cauldron” trap for Ukraine. Instead, it became a PR disaster.
Peskov: “We’ll respond harshly.”
Posted on 11/2/25 at 11:52 pm to Coeur du Tigre
Posted on 11/2/25 at 11:59 pm to Coeur du Tigre
And right on cue as predicted, one phone call from his blackmailer does it all -
Who says Epstein is dead?
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If tweet fails to load, click here. Who says Epstein is dead?
Posted on 11/3/25 at 12:06 am to Coeur du Tigre
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According to the statistics agency, output plummeted by 35% in September. September - 295,000 tons (-35% y/y)
January-September - 3,464,000 tons (-14% y/y)
According to the Ukrainian Foreign Intelligence Service, Russia began purchasing sulfur from other countries in October.
LINK
Posted on 11/3/25 at 4:35 am to Coeur du Tigre
quote:
cope
quote:
Epstein
Posted on 11/3/25 at 5:35 am to Coeur du Tigre
quote:
According to the statistics agency, output plummeted by 35% in September. September - 295,000 tons (-35% y/y)
January-September - 3,464,000 tons (-14% y/y)
According to the Ukrainian Foreign Intelligence Service, Russia began purchasing sulfur from other countries in October.
Sulfur used to be obtained from mining, like near Port Sulfur, LA or in SE Texas, the vast majority of sulfur now comes from desulfurization of refined products, not that much from natural gas processing. Some refineries in the US have to pay for sulfur to be disposed. Sulfur is primarily used to make sulfuric acid. It is used in a number of chemical processes. In refining it is used as a catalyst to make unleaded gasoline base.
It is used in the process to turn ammonia into nitric acid. One potential byproduct of that is Oleum. In 2004, I was at the auction of a nitric acid plant near Pittsburg, PA. While I was unsuccessful, an EVP of LSB Industries bid unsuccessfully for the plant just to scrap everything including oleum production. Only they and another company were making if for the DoD and didn't want any competitors.
There were literal mountains of sulfur in Kazakhstan when an acquaintance and owner of a small demolition company was working for Chevron there 20 years ago. His company was cleaning up boneyards of brand new unused Soviet made hydrocracker reactors and other equipment. No one wanted to buy any of them to use, because Soviet made equipment was junk.
Posted on 11/3/25 at 6:01 am to CitizenK
Inflation in Russia and other news
Posted on 11/3/25 at 6:10 am to CitizenK
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An attack on the Tuapse seaport was carried out using 12 strike UAVs. Reported consequences by “dosye shpiona”:
• The small vessel “Nord” destroyed.
• Fire on tanker “POLLUX” (Panama), ~40 000 t of petroleum products on board.
• Fire on tanker “CHAI” (Liberia), ~56 000 t of petroleum products on board.
• Fire on tanker “COAST BUSTER” (Bahamas), no cargo.
• Fire on tanker “SATURN” (Russia), no cargo.
• Damage to pier equipment and a fuel transport pipeline.
Posted on 11/3/25 at 6:17 am to Coeur du Tigre
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An associate of Strelkov, the Russian fascist Maxim Kalashnikov, appears to have regained his senses, admitting that the Russians have failed in the “cause of their forefathers” and that a generation of young Ukrainians driven by revenge and a desire to reclaim what was lost will soon emerge. In essence, he laments that “We couldn’t kill them all, and now they’ll come for payback".
Never thought I would agree with a fat POS like this but...
Posted on 11/3/25 at 6:48 am to Coeur du Tigre
M/T Chai & M/T Pollux are both for crude oil. The other tankers are for refined products or chemicals.
Posted on 11/3/25 at 6:48 am to Coeur du Tigre
Big Oil gets big boost from escalating economic war on Russia
November 3, 20255:00 AM CST
Oil majors’ refining earnings rise sharply in Q3
Russian fuel exports drop after months of attacks on its refineries
US, European sanctions offer further boost to oil majors
LONDON, Nov 3 (Reuters) - Top Western oil companies are enjoying a windfall from the expanding attacks on Russia's oil industry – both literal and economic – that have boosted global refining profit margins and mitigated concerns over a looming supply glut.
Waves of Ukrainian drone strikes on Russia's vast network of refineries and export terminals since July have hammered the country's exports of refined fuel, such as diesel and fuel oil. Russia's seaborne refined product exports in September dropped by 500,000 barrels per day from their 2025 highs to around 2 million bpd, the lowest level in over five years, according to Kpler data.
Curtailed Russian exports have boosted global refining margins, benefiting energy giants like Shell (SHEL.L),, Exxon Mobil (XOM.N), Chevron (CVX.N), and France's TotalEnergies (TTEF.PA), which jointly operate nearly 11 million bpd, over 10% of global refining capacity.
The four companies posted a combined 61% rise in profits from refining operations in the third quarter compared with the previous quarter, which contributed in large part to their 20% rise in overall profits.
Exxon, the largest U.S. oil company, saw earnings in its energy product division rise more than 30% on a quarterly basis to $1.84 billion, driven by strong refining margins "due to supply disruptions," the company said on Friday.
Reuters
November 3, 20255:00 AM CST
Oil majors’ refining earnings rise sharply in Q3
Russian fuel exports drop after months of attacks on its refineries
US, European sanctions offer further boost to oil majors
LONDON, Nov 3 (Reuters) - Top Western oil companies are enjoying a windfall from the expanding attacks on Russia's oil industry – both literal and economic – that have boosted global refining profit margins and mitigated concerns over a looming supply glut.
Waves of Ukrainian drone strikes on Russia's vast network of refineries and export terminals since July have hammered the country's exports of refined fuel, such as diesel and fuel oil. Russia's seaborne refined product exports in September dropped by 500,000 barrels per day from their 2025 highs to around 2 million bpd, the lowest level in over five years, according to Kpler data.
Curtailed Russian exports have boosted global refining margins, benefiting energy giants like Shell (SHEL.L),, Exxon Mobil (XOM.N), Chevron (CVX.N), and France's TotalEnergies (TTEF.PA), which jointly operate nearly 11 million bpd, over 10% of global refining capacity.
The four companies posted a combined 61% rise in profits from refining operations in the third quarter compared with the previous quarter, which contributed in large part to their 20% rise in overall profits.
Exxon, the largest U.S. oil company, saw earnings in its energy product division rise more than 30% on a quarterly basis to $1.84 billion, driven by strong refining margins "due to supply disruptions," the company said on Friday.
Reuters
This post was edited on 11/3/25 at 7:24 am
Posted on 11/3/25 at 7:58 am to LARancher1991
LINK
Pokrovsk has basically fallen with Russian troops advancing North of the rail yard. Seems the Ukrainian counter attack North of Myrnohrad has fizzled out. Curious if Ukraine will continue to fight in these areas or just pull back to set up a new defensive line. In the South Russian troops have entered Prymorske. The next major fight looks like it will be for Lyman or Kostiantynivka. Which Ukraine cannot afford to lose because it opens up the way to Kramatorsk and Sloviansk.
Pokrovsk has basically fallen with Russian troops advancing North of the rail yard. Seems the Ukrainian counter attack North of Myrnohrad has fizzled out. Curious if Ukraine will continue to fight in these areas or just pull back to set up a new defensive line. In the South Russian troops have entered Prymorske. The next major fight looks like it will be for Lyman or Kostiantynivka. Which Ukraine cannot afford to lose because it opens up the way to Kramatorsk and Sloviansk.
Posted on 11/3/25 at 8:02 am to LARancher1991
I'll have to find it again, later, but that is not the case by other reports, quite the opposite.
Posted on 11/3/25 at 8:03 am to cypher
Must be Exxon's refinery in Singapore, making bank, as well as Chevron's Cal Tex refineries in the Pacific region.
Posted on 11/3/25 at 8:16 am to cypher
quote:
The four companies posted a combined 61% rise in profits from refining operations in the third quarter compared with the previous quarter
That's hard to do. Refining is usually the cost center paid for by production and downstream retail. But here we are.
Putin is the Master Strategist...
Posted on 11/3/25 at 8:30 am to Coeur du Tigre
Europe must be buying oil from offshore Guyana which is a perfect fit for Europe's refineries. 50% was going to Chevron in Richmond, CA, when production first began, the balance to Baton Rouge. Exxon and Chevron are two of the three partners in it.
Posted on 11/3/25 at 9:00 am to Coeur du Tigre
quote:
Refining is usually the cost center paid for by production and downstream retail. But here we are.
Investing in a refinery is only about having an outlet for production. Refineries make a profit as often as they lose money. The reason to invest in refining is that it is a stable investment which will pay a regular dividend. That being said, Exxon and Chevron are both invested in fields in Kazakhstan, which gets to market via Russia
Posted on 11/3/25 at 9:27 am to CitizenK
Which part is not the case?
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