Schoolboy retweeted
🇷🇺 Russia just lost another giant refinery, at least for now.
Ukrainian drones set Lukoil’s Kstovo plant on fire overnight.
It processes about 17m tonnes of crude a year, roughly 340,000 barrels a day.
It’s Russia’s 4th largest refinery, and reportedly the 3rd hit in 3 days, after Novokuybyshevsk and Ufa.
The fire was at the crude distillation units, where every barrel starts.
Locals report queues at petrol stations.
Russia’s refineries now run about 3.8m barrels a day, down from 6.5m, the IEA says.
In July, Moscow halted diesel exports.
Every Russian barrel that isn’t refined is diesel the world has to find somewhere else.
That’s the gap Western refiners are filling and it’s why they’re making record money.
In my latest article I show how much of Shell, TotalEnergies and bp’s $ 28.4bn Q3 profit came from refining, and who gained the most: themerchantsnews.substack.co…
イラン攻撃。
中間選挙前に攻撃すると燃料高騰して不利になるならばやはり選挙前には攻撃しない、というロジックがあるが、他方で選挙がそもそも不利と読んだら、形勢逆転を狙った派手な行動に出ることもありうるのだろうか？
イスラエル選挙動向も絡むから変数が多い
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Schoolboy retweeted
流石の船井総研…データセンター開発も、今後さらに混沌としそう。。
funaisoken.co.jp/dl-contents…
面白いナラティブ
米中露会談はやるのか含め要注目
The last word on Hormuz will have China. The DragonBear might bring about ceasefire in the Red Sea with Houthis in cooperation with Iran. In return, Russia gets a deal with the US. All three choke points & the two proxy wars are under the Triumvirate of US-China-Russia that way.
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Schoolboy retweeted
BREAKING: The US has carried out strikes on Iran's Konarak Naval Base on the southeastern coast, wounding two Iranian soldiers, per Al Jazeera.
It is the first US strike on Iran in nearly 7 weeks.
Iran will likely retaliate tonight.
Schoolboy retweeted
インドネシア原発初導入へ ロシアと合意、小型2基（共同通信） news.yahoo.co.jp/articles/a2…
Schoolboy retweeted
斗山エナビリティがSpaxeX AI向けに380MW級ガスタービンDGT6-300Hを初出荷。斗山エナビリティにとって初のガスタービン海外出荷となる案件のようです。
とうとうGT分野に斗山が本格参入してきましたか…
doosanenerbility.com/en/abou…
