Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
RDV Analytics Profile picture
@rdv_analytics
Dec 8, 2021 • 7 tweets • 9 min read • Read on X
Scrolly
Olaf Scholz is elected new chancellor of #Germany. How can quality of relations between Germany and #Russia change?

Roads lead to... St. Petersburg!
#Scholz: "#Hamburg and #StPetersburg are twin cities and twin ports".

Scholz's "Petersburg connections" and the SPD.
Thread 🧵👇 Image
#SPD in #Hamburg has strong ties with #Russia and, in particular, with #StPetersburg. In 2012, Henning Voscherau became chairman of BoD of South Stream Transport AG, #Gazprom's project to build the South Stream gas pipeline bypassing #Ukraine, which was never implemented. #ONGT Image
Scholz was in contact with politicians and businessmen from Petersburg. He visited city more than once, including in 2016 to participate in German-Russian forum "Petersburg Dialogue". In summer of 2017, when Hamburg hosted #G20 summit, Scholz met with Russian President #Putin. Image
Some views on Scholz's position on Russia issues:

🇷🇺 #Russia: continue cooperation in fight against #pandemic and #climate change; proposes introduction of a visa-free regime for Russians under age of 25 and improve opportunities for Russians to study and work in Germany. Image
#NordStream2: supports project, criticized the #US sanctions against the participating companies, calling it "interference in the internal affairs of #Germany and #Europe."
🇺🇦 #Ukraine: opposes joining #NATO and the #EU, the supply of weaponsA to Ukraine.
#Energy: phasing out #coal by 2030, developing #renewable energy sources. As an #EnergyTransition, it is planned to build new thermal power plants running on natural #gas. #ONGT #Gazprom $GAZP
And finally

❤️New #IKEA advertisement in Germany - "At home" ❤️ Image

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with RDV Analytics

RDV Analytics Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @rdv_analytics

RDV Analytics Profile picture
Mar 23, 2022
🔥 What does transition to sale of #gas for rubles mean? #ONGT

• #Russia will continue to receive foreign exchange earnings: Europeans will buy rubles for euros, since they do not have their own rubles.
1/5
• State is losing interest in a weak ruble. Weak ruble was beneficial to #Russia, since budget received revenues in foreign currency, but spent rubles.

• Foreigners need to hedge risk of ruble appreciation. They will be forced to keep ruble balances or sell EURRUB futures.
2/5
• Moscow Exchange will develop: both currency trading and bond market. The same #Gazprom will switch to loans in rubles, the Europeans will need to somehow place their rubles. $GAZP

• Next, we may move away from the accumulation of "unfriendly" currencies in gold reserves.
3/5
Read 5 tweets
RDV Analytics Profile picture
Mar 23, 2022
⚡️ How much could Chevron stock tumble?

A storm in Black sea stopped all $CVX oil exports from #Kazakhstan.

It turns out that 30% of Chevron oil production was heavily reliant on Russian #oil transportation system, which makes $CVX expose to russian risks.

Thread 🧵👇
CPC transports oil from northwestern part of #Kazakhstan to Novorossiysk for further transportation by sea.
During 2021, CPC transported an average of 1.3 mn barrels of crude #oil per day, composed of 1.1 mn barrels per day from Kazakhstan (~75% of Kazakhstan's exports).
2/10
Due to storm in Black Sea, oil loading at sea terminal of Caspian Pipeline Consortium near Novorossiysk was completely stopped. Pumping of #oil through CPC system is still going on, but tank farm will be full by the evening, after which it will stop.
kommersant.ru/doc/5270959?fr…
3/10
Read 10 tweets
RDV Analytics Profile picture
Feb 9, 2022
🇷🇺🇪🇺 To what extent does #Europe depend on Russian raw materials?

Policymakers fear the bloc is less prepared than Moscow. EU anti-Russian sanctions - shot yourself in the knee.
ft.com/content/26d7e3…
• about 40% of natural #gas imports;
• almost a third of crude #oil imports.

Eurozone gas inventories are below historical levels and prices have risen sharply in recent months, giving #Russia additional leverage over #Europe.

#OOTT #ONGT
• about 40% of #palladium imports, which are needed for emission control catalysts; #greeneconomy
• about 30% of #titanium imports, which are critical for #EU aerospace industry - #Airbus supplies about half of its titanium from #Russia. $AIR
Read 4 tweets
RDV Analytics Profile picture
Feb 9, 2022
₿ The ban is canceled: new concept of #cryptocurrency regulation in #Russia.

Which Russian companies have already prepared?

Thread 🧵👇
For Russian investors, #cryptocurrencies have become important asset class – there are twice as many funds in crypto accounts as in brokerage accounts. Ban could have a negative impact on credibility of Central Bank and the authorities in general.
bloomberg.com/news/articles/…
🔝 If you can't win - lead!

Central Bank, together with Ministry of Finance, found best way out of situation instead of a complete ban - to allow trading in #cryptocurrencies through banks, which will make all transactions transparent to Central Bank.
Read 6 tweets
RDV Analytics Profile picture
Feb 8, 2022
🇷🇺🇫🇷 Main from press conference following the talks between the presidents of #Russia and #France

#Putin:

• They don't do anything themselves, but they demand some kind of performance from us. Let's not play like that - on the situation around #NATO and #Ukraine.
1/6 Image
• A number of #Macron's ideas, which are still too early to talk about, are quite possible to form the basis for further steps in #Ukraine.

• If you like it or not, be patient, my beauty, you must comply - on #Kiev's attitude to #Minsk agreements.
2/6
• #Russia's central concerns about security assurances have been ignored by #US and #NATO.

• We agreed with #Macron to continue mutually beneficial cooperation in economy, politics, cultural and humanitarian spheres.
3/6
Read 6 tweets
RDV Analytics Profile picture
Jan 19, 2022
❓ How will the confrontation between Russia and the West develop further?

Military operations, prolongation of the conflict, the split of Ukraine. Three opinions from RDV sources.

Thread 🧵👇
🇷🇺🇨🇳 China and Russia will unite against #USA. #Putin travels to #Beijing on February 4. #Russia is fighting, #China is paying. China benefits because it weakens #UnatedStates and diverts its attention from itself.
1/3
🇺🇸🕔 #US will "eternally" delay resolution of conflict. Russia is trying to obtain guarantees to limit #NATO's eastward expansion, when there is a shortage of #oil and #gas. It will be difficult for #Europe to agree to Iranian scenario, other scenarios for Russia are not terrible
Read 6 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(