The Peter Zeihan Podcast Series Ukraine Strikes Russia's Druzhba Oil Pipeline || Peter Zeihan
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Aug 28, 2025 Recent Ukrainian tactics are dramatically disrupting Russia's oil exports, essential for funding their war effort. The discussion delves into the strategic implications of these actions on European sanctions and support for Ukraine. Experts analyze how these intensified assaults on Russian oil infrastructure might reshape the conflict landscape and influence global energy politics.
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Europe Has Mostly Stopped Taking Russian Crude
- Europe has largely weaned itself off Russian crude, reducing Druzba flows from millions to about 400,000 barrels per day.
- Much of the remaining flow is non-Russian crude like Kazakh oil, so raw Russian exports to Europe are minimal.
Ukraine Shifts To Striking Pipeline Transit
- Ukraine has started targeting Russian energy infrastructure, shifting from refineries to pumping stations on the Druzba pipeline.
- These strikes test political responses and could escalate if reactions are muted.
Strikes Put Pressure On Landlocked European States
- Attacking the Druzba pumping stations pressures countries still reliant on Russian crude like Hungary and Slovakia politically.
- The Ukrainians are gauging international responses before expanding these strikes in volume.