Today Germany 🇩🇪 & 🇵🇱 Poland struck a deal, that enables Germany to join oil sanctions against russia 🇷🇺.

A thread 🧵:

The refinery in Schwedt (red arrow) provides 90% of the fuel for Berlin, Brandenburg and Mecklenburg-Vorpommern (= 10% of all German fuel needs).

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Schwedt needs ~12 million tons of oil per year. From Schwedt oil is pumped to the refinery in Spergau (blue arrow), which needs ~11 million tons of oil per year. Spergau provides the fuel for Saxony, Saxony-Anhalt, and Thuringia and is Germany's main methanol producer.

2/7
Both refineries are dependent on oil coming through the Druzhba pipeline, as the Rostock-Schwedt pipeline's capacity is way too small.

If Germany would join oil sanctions against russia, both refineries would have to shut down due to lack of oil coming through Druzhba.

3/7
However Poland's Pomeranian pipeline, which runs from Gdansk to Płock has a yearly capacity of 30 million tons, and connects at Płock to the Druzhba pipeline.

Today's agreement between Germany & Poland enables Germany to ship oil to Gdansk, feed it there into the Pomeranian

4/7
pipeline and pump it from there to Schwedt.

Płock needs ~14 million tons of oil per year, leaving ~16 million tons for the German refineries. Add in the oil coming from Rostock and there is still a small shortfall in oil but both Schwedt and Spergau will continue operate.

5/7
Therefore today's deal allows Germany to join oil sanctions vs. russia.

And the russians know it.

After the deal was announced russia immediately shut down the Yamal gas pipeline, threatening Germany that if it joins oil sanctions then russia will cut Germany off from gas.

6/7
Now it comes down to @OlafScholz... will he be cowed by russia's blackmail and block oil sanctions or will he side with all NATO/EU/G7 nations (except Hungary).

It's up to Olaf now.

PS: Hungary can get oil through the Adria pipeline from Croatia and won't block sanctions.

7/7

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More from @noclador

Apr 26
🇭🇺 Hungary & 🇷🇺 russian oil:

A thread 🧵:

Hungary's only refinery is at Szazhalombatta (green arrow).

Szazhalombatta is connected via the Adria pipeline to the oil terminal at Omišalj.

Hungary's MOL also owns refineries in Slovakia & Croatia - both also connected to the

1/4 Image
Adria pipeline.

Hungary's problem is the petrochemical factory at Tiszaújváros (red arrow), which can only be supplied by russia's Druzhba pipeline.

Tiszaújváros is one of the biggest investments in Hungary due to:

• Hungarian government subsidies
• cheap russian oil

2/4 Image
The only two possibilities to supply Tiszaújváros are:

• by ship to Odesa in Ukraine, then via pipeline to Brody and Tiszaújváros
• by train to Tiszaújváros

Odesa is blocked by russian warships. So only the latter option remains... and Hungary wants EU subsidies for it.

3/4
Read 4 tweets
Apr 23
🇩🇪 Germany @OlafScholz's plan:

🇷🇺 weaken russia economically, so it is forced to negotiate for peace; but don't weaken it too much, so it doesn't slide into unrest.

🇺🇦 strengthen Ukraine militarily, so it can stop russian offensives; but don't strengthen it too much,

1/5
so it can't drive russia out, and is therefore forced to negotiate for peace.

Naturally Scholz can't announce his plan, as his plan:

• keeps putin in power
• forces Ukraine to compromise with putin

This is typical German "Kumbaya compromise" politics, which always

2/5
rewards the aggressor. It led to Steinmeier trying to keep Yanukovych in power, and it led Merkel forcing Minsk I and Minsk II on Ukraine

Scholz is more worried about unrest in russia than of a totally destroyed Ukraine and 100,000s of dead Ukrainians. So he props up putin

3/5
Read 5 tweets
Apr 19
Timeline of 🇩🇪's @OlafScholz's many lies:

1) At the end of February Germany's defense industry sends Scholz a long list of all available weapons.
2) Scholz doesn't share the list with Ukraine.
3) Scholz says that there are no more weapons left in Germany to give to Ukraine.

1/7
4) Germany's defense industry leakes the list to Ukraine's ambassador.
5) Scholz says that the weapons on the list don't work.
6) The defense industry denies this and leakes the list to the press.
7) Scholz states Ukrainians can't master the weapons in the available time.

2/7
8) German defense experts tell the German press that Ukrainians can master the weapons in 2-3 weeks.
9) Scholz says the weapons are needed by NATO and NATO must approve their transfer.
10) NATO officials and German generals deny this.

3/7
Read 9 tweets
Apr 9
When Germany's government says that ending EU imports of russian gas & oil will not end the war in Ukraine, 𝘁𝗵𝗲 𝗚𝗲𝗿𝗺𝗮𝗻𝘀 𝗹𝗶𝗲.

A thread 🧵:

In 2021 russia government revenue was: 25,286.5 trillion rubles, of which 9,056.5 trillion (35.82%) were gas & oil revenue.
1/9
49% of russia's oil revenue and 74% of russia's gas revenue was generated by exports to Europe.

Europe thus contributed 5,019 trillion rubles to russia's federal budget.

2/9
In 2021 russia government expenditure was: 24,771.8 trillion rubles, of which 3,576.1 trillion were for defence and 2,337.7 trillion for internal repression - together these two amount to 5,913.8 trillion.

3/9
Read 10 tweets
Apr 5
People saying the West can't deliver western vehicles to Ukraine, because Ukrainians don't have the training and logistics for it, 𝗮𝗿𝗲 𝗰𝗹𝘂𝗲𝗹𝗲𝘀𝘀!

A thread 🧵:

When 🇺🇦 Ukraine says: "Give us Abrams, Leclerc, Marder, Bradley, Centauro, M109, M270, etc." it doesn't

1/5 Image
mean Ukraine wants to send 𝘵𝘩𝘦𝘴𝘦 to Donbas now.

Ukraine wants T-72, PT-91, M-84, BMP-1, BMP-2, BWP-1, BTR, DANA, Goździks, Grad, Osa, Buk, Tor, etc. to replace lost materiel in Donbas. Ukrainian troops are trained on these and the maintenance logistics are in place.

2/5
Ukraine needs the western vehicles to kit out the 𝘯𝘦𝘸 brigades Ukraine is raising in western and southwestern Ukraine.

As of now a few of Ukraine's regular brigades have not yet seen any fighting, as they guard the border with Belarus respectively Transnistria.

3/5 Image
Read 5 tweets
Apr 5
Two weeks ago I predicted the order of operations Ukraine will undertake.

Now that operations 1 to 3 have successfully concluded, the next phase begins. A thread 🧵:

I used @Nrg8000's excellent situation map and added they main russian supply lines in red.

1/7 Image
1) Ukraine will attempt to cut off the russian troops at Izyum. An attack towards Kupiansk will force russia to stop its southward attack from Izyum. If Ukraine liberates Kupiansk then the russian supply line running from Belgorod and Valuyki in russia to Izyum is cut.

2/7
Worse for the russians: with Kupiansk liberated, the russians at Izyum have Ukrainians to their North, West, and South, and the Oskol river to their East.

2) Ukraine will try to liberate Kherson and retake the Antonovskiy Bridge there. Once Ukraine controls the bridge all

3/7
Read 7 tweets

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