Robert Roth
Jan 25, 2025

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65 oil tankers stuck with no destination, various oil tanks burned in Russia.
For funding Russia the ships delayed say a month drop revenue by 1/12. You can’t make up the flow rate. Would be good to know how long the delay ends up being.
The destroyed oil tanks is likely less of an issue unless the oil stored is just in time supplies. If it is a buffer just in case the flow is blocked the logistics to the Russian war effort could be ok or it could shut diown logistics. Hard to understand the bottom line implications to the war effort.

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Robert Roth
Robert Roth

Written by Robert Roth

Retired Intel Electrical Engineer, 70's US Navy Officer Nuclear Power Program, Graduate studies in Business UC Berkeley, BSEE U of Fla.

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