The Duran Podcast West FAILS to destroy Russia energy complex. West living standards drop
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Nov 19, 2025 Hosts delve into the impact of refinery strikes on US inflation, uncovering that damage to Russian facilities is minor. They argue that sanctions, rather than attacks, inflate global energy prices. The conversation shifts to US and EU sanctions disrupting energy supplies and the need for costly subsidies in Europe. Insights on Russia's eastward energy routes highlight its growing ties with China, while a discussion on US strategies to dominate the LNG market reveals the potential harm to Western living standards due to rising energy costs.
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Refinery Strikes Had Minimal Impact
- Attacks on Russian refineries only reduced capacity by roughly 3% and were absorbed by spare domestic refining capacity.
- Broader Western attempts to curtail Russian oil exports, not the strikes, raised global energy prices.
Sanctions Drive Energy Market Instability
- Western sanctions and pressure to drive Russian oil off global markets increased instability in energy markets.
- These policy moves predictably pushed oil prices higher than they otherwise would be.
Workarounds Keep Prices Elevated
- Sanctions on Lukoil and Rosneft will cause short-term disruption but markets will find workarounds over time.
- Workarounds add middlemen and risk premiums, keeping prices elevated and reducing market efficiency.