Podcasts about Lukoil

US equity futures mixed with S&P down 0.1%, following Tuesday's gains, which saw new ATH for Dow and S&P logged its first fresh record close since 24-Dec. Bonds firmer. US 10-year yields down, 2-year flat. Dollar is little changed. Oil down. Gold lower. Industrial metals mixed. Bitcoin is softer. Elsewhere, European equity markets are mostly firmer and Asia's are mixed. Sentiment remains bullish. More sell-side commentary are on Tuesday talking up valuation argument for European stocks. In addition, underlying resilience in macro backdrop another supportive factor. AI-narrative into the new year has focused on the positives rather than the risks. Geopolitical environment is febrile, yet implications for equity markets appear limited for now. President Trump said on social media that Venezuela will send 30-50M barrels of oil to US at market prices and proceeds to be controlled by Trump.Companies mentioned: Lukoil, Mobileye Global, Meta Platforms, Chevron

C dans l'air du 16 décembre 2025 - Paix en Ukraine: Trump y croit, l'Europe aussi...Est-ce enfin un vrai tournant, près de quatre ans après le début de l'invasion russe en Ukraine ? Le président des États-Unis a affirmé qu'un accord n'a « jamais » été aussi « proche » afin de mettre fin à la guerre, ce lundi 15 décembre. Des propos prononcés depuis le Bureau ovale, à la suite d'un entretien avec son homologue ukrainien, Volodymyr Zelensky, et plusieurs dirigeants européens réunis à Berlin. Les États-Unis ont assuré avoir offert à Kiev des garanties de sécurité « très fortes », comparables à la protection permise par l'article 5 de l'Otan, tout en restant acceptables pour Moscou.De leur côté, les dirigeants des principaux pays européens, dont la France, l'Allemagne et la Grande-Bretagne, ont fait part d'une proposition de « force multinationale pour l'Ukraine ». Cette unité, formée par des pays « volontaires » et soutenue par les États-Unis, aurait pour objectif d'aider l'Ukraine à maintenir durablement une armée de 800 000 soldats. Un « mécanisme de surveillance et de vérification du cessez-le-feu », dirigé par Washington, est également prévu. Désormais, il appartient « à la Russie de montrer sa volonté d'œuvrer en faveur d'une paix durable », ont avancé les dirigeants européens.Ce mardi, le Kremlin a écarté la proposition de Volodymyr Zelensky d'une trêve de Noël. Dans une interview à la chaîne ABC News, diffusée hier, un vice-ministre russe des Affaires étrangères, Sergueï Riabkov, avait répété que la Russie n'accepterait « à aucun moment » la présence en Ukraine de forces de l'Otan ou de troupes européennes.Après sa rencontre avec le chancelier allemand Friedrich Merz à Berlin et un appel téléphonique avec Donald Trump hier soir, Volodymyr Zelensky a déclaré aux journalistes ukrainiens qu'il refusait d'abandonner le Donbass. « Les Américains veulent trouver un compromis. Ils proposent une zone économique libre », a-t-il poursuivi. « Je tiens à le souligner une fois de plus : une zone économique libre ne signifie pas un contrôle de la Fédération de Russie. Ce sont des caractéristiques importantes pour moi dans toute discussion concernant le Donbass. Ni de jure ni de facto, nous ne reconnaîtrons le Donbass comme russe », a-t-il déclaré avant de se rendre, cet après-midi, à un sommet du Conseil de l'Europe sur d'éventuelles réparations visant à indemniser l'Ukraine face à l'offensive russe.L'événement, qui se tient à La Haye, réunit de hauts responsables européens afin de mettre en place un organisme international chargé de statuer sur des dizaines de milliards d'euros. L'option d'un « prêt de réparation », gagé sur les avoirs russes immobilisés, provoque toujours des dissensions au sein des Vingt-Sept. Soutenu par de nombreux États membres de l'Union européenne, dont l'Allemagne, ce plan se heurte à l'opposition ferme de la Belgique, rejointe par trois pays (Bulgarie, Malte, Italie). Les dirigeants de l'UE vont devoir trancher lors d'un sommet qui débute jeudi.Pendant ce temps, la guerre se poursuit sur le front ukrainien, mais aussi bien au-delà. Le Service de sécurité ukrainien (SBU) a mené ces derniers jours une attaque contre deux plateformes pétrolières russes en mer Caspienne, à 700 kilomètres de ses frontières. Ces frappes, qui rappellent l'opération « Toile d'araignée », ont contraint le géant Lukoil à suspendre sa production. Kiev a également affirmé, lundi, avoir « fait exploser » un sous-marin russe à l'aide d'un drone naval dans le port de Novorossiïsk, en Russie, au bord de la mer Noire.Nos experts :- Isabelle LASSERRE - Correspondante diplomatique - Le Figaro, ancienne correspondante en Russie- Samantha de BENDERN - Chercheuse en relations internationales - Chatam House- Lucas MENGET - Grand reporter, réalisateur du documentaire Des trains dans la guerre- Pierre HAROCHE - Maître de conférences en politique européenne et internationale, Université Catholique de Lille

Magyar Péter adományokat vitt egy óbudai gyermekotthonba, de nem mehetett be Kiszállt az adatvédelmi hatóság a TISZA-hoz Felvette egy kamera, ahogy egy hős nyugdíjas házaspár megpróbálja megállítani az egyik Bondi Beach-i merénylőt Felébredt a kómából és eszméleténél van a Sydney-ben elkövetett terrortámadás életben maradt merénylője Eggyel kevesebb vevővel verseng a Mol a Lukoil külföldi vagyonáért: már alá volt írva a szerződés, amikor az amerikaiak kilőtték az orosz cég kedvenc jelöltjét Szélesedhet Orbán Viktor mosolya a brüsszeli hírek hallatán – de kemény pofonba szaladhat bele Társalapítókat keres Lázár János, bárki jelentkezhet Ismeretlenek tízmilliárdokkal finanszírozták tovább az Orbán-kormányt Itt a fordulat, mégsem tiltják be a benzines és dízeles autókat Európában? Súlyos következménye lehet a hátraarcnak Zsiday Viktor lezárja portfóliómenedzseri pályafutását Tömeggyilkosság Sydney-ben, 6 perc alatt 103 lövés – az Iszlám Államra felesküdve A PSG-nek 60 millió eurót kell fizetnie Mbappénak Megalázta a Fifa a Puskás-díjat, és Yamalnak is adott egy pofont! Már élesen látszik, lesz-e fehér karácsony idén: itt a részletes időjárás-előrejelzés az ünnepekre A további adásainkat keresd a podcast.hirstart.hu oldalunkon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Magyar Péter adományokat vitt egy óbudai gyermekotthonba, de nem mehetett be Kiszállt az adatvédelmi hatóság a TISZA-hoz Felvette egy kamera, ahogy egy hős nyugdíjas házaspár megpróbálja megállítani az egyik Bondi Beach-i merénylőt Felébredt a kómából és eszméleténél van a Sydney-ben elkövetett terrortámadás életben maradt merénylője Eggyel kevesebb vevővel verseng a Mol a Lukoil külföldi vagyonáért: már alá volt írva a szerződés, amikor az amerikaiak kilőtték az orosz cég kedvenc jelöltjét Szélesedhet Orbán Viktor mosolya a brüsszeli hírek hallatán – de kemény pofonba szaladhat bele Társalapítókat keres Lázár János, bárki jelentkezhet Ismeretlenek tízmilliárdokkal finanszírozták tovább az Orbán-kormányt Itt a fordulat, mégsem tiltják be a benzines és dízeles autókat Európában? Súlyos következménye lehet a hátraarcnak Zsiday Viktor lezárja portfóliómenedzseri pályafutását Tömeggyilkosság Sydney-ben, 6 perc alatt 103 lövés – az Iszlám Államra felesküdve A PSG-nek 60 millió eurót kell fizetnie Mbappénak Megalázta a Fifa a Puskás-díjat, és Yamalnak is adott egy pofont! Már élesen látszik, lesz-e fehér karácsony idén: itt a részletes időjárás-előrejelzés az ünnepekre A további adásainkat keresd a podcast.hirstart.hu oldalunkon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amerika heeft de aanval geopend op de Russische olie-industrie. Lukoil en Rosneft worden getroffen door harde sancties. De EU heeft al 19 sanctiepakketten tegen Rusland ingesteld, maar nog niet specifiek tegen deze bedrijven. Al hebben Europese landen wel afgesproken dat we helemaal gaan stoppen met olie en gas uit Rusland. Toch blijft Rusland manieren vinden om sancties te omzeilen. Het belangrijkste voorbeeld is de beruchte schaduwvloot: een verzameling oude, vaak anonieme olietankers die buiten officiële regels om varen. Via deze schepen exporteert Rusland alsnog enorme hoeveelheden olie. Dus werken deze sancties wel echt? Dat ga je horen in deze aflevering van De Strateeg van: - Heleen over de Linden, sanctierechtadvocaat. - Lucia van Geuns, energiedeskundige bij het Den Haag Centrum voor Strategische Studies. Luister ook | Japan waarschuwt China over Taiwan: groeit het risico op een Aziatisch conflict? Over deze podcastDe Strateeg is een journalistiek onafhankelijke podcast van BNR, in samenwerking met het Den Haag Centrum voor Strategische Studies (HCSS). Abonneer je via bnr.nl/destrateeg om geen enkele aflevering te missen. Host: Paul van Liempt Redactie: Michaël Roele Tips, vragen of andere opmerkingen over De Strateeg? Stuur dan een mailtje naar roele@bnr.nl.See omnystudio.com/listener for privacy information.

C dans l'air du 5 décembre 2025 - Poutine tout-puissant… qui peut encore l'arrêter ? C'est une nouvelle visite qui suscite beaucoup d'attention. Après avoir reçu vendredi dernier Viktor Orbán à Moscou pour mener des discussions autour de l'énergie, Vladimir Poutine a déclaré ce vendredi qu'il allait continuer de « livrer du pétrole sans interruption » à l'Inde. Le Premier ministre indien Narendra Modi et le président russe se sont retrouvés ce vendredi 5 décembre à New Delhi pour des entretiens destinés à resserrer leurs liens, malgré la pression des États-Unis depuis des mois sur l'Inde pour qu'elle cesse ses achats de pétrole russe en pleine guerre en Ukraine.Une visite du maître du Kremlin qui en dit long sur les grandes manœuvres qui se déroulent actuellement et visent à redéfinir l'ordre mondial. À l'offensive sur les terrains militaire et diplomatique, Vladimir Poutine veut montrer au reste du monde que, malgré les sanctions et le mandat d'arrêt dont il fait l'objet, il n'est pas isolé. Inflexible dans les négociations sur le plan de paix avec l'Ukraine, le président russe entend apparaître comme le grand gagnant de cette période d'intenses discussions qui s'est soldée jeudi par un échange d'amabilités avec Donald Trump, après l'apparent échec de la réunion au Kremlin mardi avec Steve Witkoff et Jared Kushner.« Parvenir à un consensus entre des parties en conflit n'est pas chose aisée, mais je crois que le président Trump s'y emploie sincèrement », a ainsi affirmé hier le maître du Kremlin. « Je pense que nous devons nous engager dans cet effort plutôt que d'y faire obstruction », a-t-il ajouté, faisant allusion aux Européens que Moscou accuse de vouloir empêcher un accord. Un peu plus tôt dans la journée, Donald Trump a évoqué de son côté « une très bonne rencontre », assurant que Vladimir Poutine voulait bien « mettre fin à la guerre ».Des émissaires américains et ukrainiens mènent de nouvelles discussions depuis jeudi en Floride pour tenter de trouver une issue à la guerre, au moment où Washington a annoncé assouplir ses sanctions à l'égard du géant du pétrole russe Lukoil.À Pékin, le président français Emmanuel Macron a pressé hier son homologue chinois d'œuvrer à la fin de la guerre en Ukraine, mais a entendu son hôte rejeter fermement toute part de responsabilité dans la poursuite de la crise ukrainienne. Ce vendredi, il a appelé les Européens à maintenir « l'effort de guerre » et à accroître « la pression sur l'économie russe ». « La seule qui ne veut pas la paix, c'est la Russie, parce qu'elle veut tout », a estimé le chef de l'État. L'Allemagne, de son côté, a promis une aide supplémentaire de 100 millions d'euros à l'Ukraine pour réparer ses infrastructures énergétiques mais veillera « strictement » à son utilisation, en plein scandale de corruption qui ébranle le gouvernement de Kiev. Parallèlement, la Turquie a convoqué les ambassadeurs russe et ukrainien, appelant les deux pays à « laisser les infrastructures énergétiques en dehors de la guerre ».Depuis plusieurs semaines, Moscou multiplie les attaques et pilonne les infrastructures énergétiques de l'Ukraine. En réponse, Kiev intensifie son offensive contre les installations pétrolières russes. En frappant un important terminal pétrolier russe et deux cargos pétroliers liés à Moscou en mer Noire ces derniers jours, Kiev a touché un axe stratégique pour la Russie, le pétrole étant le carburant de l'effort de guerre russe.Nos journalistes se sont rendus il y a quelques semaines aux portes du Donbass, région déchirée de l'Est ukrainien, au cœur de toutes les négociations de paix.Nos experts :- Isabelle LASSERRE - Correspondante diplomatique - Le Figaro, ancienne correspondante en Russie- Lucas MENGET - Grand reporter, réalisateur du documentaire : Des trains dans la guerre - Antoine VITKINE - Journaliste, réalisateur du documentaire Opération Trump : les espions russes à la conquête de l'Amé

C dans l'air du 5 décembre 2025 - Poutine tout-puissant… qui peut encore l'arrêter ? C'est une nouvelle visite qui suscite beaucoup d'attention. Après avoir reçu vendredi dernier Viktor Orbán à Moscou pour mener des discussions autour de l'énergie, Vladimir Poutine a déclaré ce vendredi qu'il allait continuer de « livrer du pétrole sans interruption » à l'Inde. Le Premier ministre indien Narendra Modi et le président russe se sont retrouvés ce vendredi 5 décembre à New Delhi pour des entretiens destinés à resserrer leurs liens, malgré la pression des États-Unis depuis des mois sur l'Inde pour qu'elle cesse ses achats de pétrole russe en pleine guerre en Ukraine.Une visite du maître du Kremlin qui en dit long sur les grandes manœuvres qui se déroulent actuellement et visent à redéfinir l'ordre mondial. À l'offensive sur les terrains militaire et diplomatique, Vladimir Poutine veut montrer au reste du monde que, malgré les sanctions et le mandat d'arrêt dont il fait l'objet, il n'est pas isolé. Inflexible dans les négociations sur le plan de paix avec l'Ukraine, le président russe entend apparaître comme le grand gagnant de cette période d'intenses discussions qui s'est soldée jeudi par un échange d'amabilités avec Donald Trump, après l'apparent échec de la réunion au Kremlin mardi avec Steve Witkoff et Jared Kushner.« Parvenir à un consensus entre des parties en conflit n'est pas chose aisée, mais je crois que le président Trump s'y emploie sincèrement », a ainsi affirmé hier le maître du Kremlin. « Je pense que nous devons nous engager dans cet effort plutôt que d'y faire obstruction », a-t-il ajouté, faisant allusion aux Européens que Moscou accuse de vouloir empêcher un accord. Un peu plus tôt dans la journée, Donald Trump a évoqué de son côté « une très bonne rencontre », assurant que Vladimir Poutine voulait bien « mettre fin à la guerre ».Des émissaires américains et ukrainiens mènent de nouvelles discussions depuis jeudi en Floride pour tenter de trouver une issue à la guerre, au moment où Washington a annoncé assouplir ses sanctions à l'égard du géant du pétrole russe Lukoil.À Pékin, le président français Emmanuel Macron a pressé hier son homologue chinois d'œuvrer à la fin de la guerre en Ukraine, mais a entendu son hôte rejeter fermement toute part de responsabilité dans la poursuite de la crise ukrainienne. Ce vendredi, il a appelé les Européens à maintenir « l'effort de guerre » et à accroître « la pression sur l'économie russe ». « La seule qui ne veut pas la paix, c'est la Russie, parce qu'elle veut tout », a estimé le chef de l'État. L'Allemagne, de son côté, a promis une aide supplémentaire de 100 millions d'euros à l'Ukraine pour réparer ses infrastructures énergétiques mais veillera « strictement » à son utilisation, en plein scandale de corruption qui ébranle le gouvernement de Kiev. Parallèlement, la Turquie a convoqué les ambassadeurs russe et ukrainien, appelant les deux pays à « laisser les infrastructures énergétiques en dehors de la guerre ».Depuis plusieurs semaines, Moscou multiplie les attaques et pilonne les infrastructures énergétiques de l'Ukraine. En réponse, Kiev intensifie son offensive contre les installations pétrolières russes. En frappant un important terminal pétrolier russe et deux cargos pétroliers liés à Moscou en mer Noire ces derniers jours, Kiev a touché un axe stratégique pour la Russie, le pétrole étant le carburant de l'effort de guerre russe.Nos journalistes se sont rendus il y a quelques semaines aux portes du Donbass, région déchirée de l'Est ukrainien, au cœur de toutes les négociations de paix.Nos experts :- Isabelle LASSERRE - Correspondante diplomatique - Le Figaro, ancienne correspondante en Russie- Lucas MENGET - Grand reporter, réalisateur du documentaire : Des trains dans la guerre - Antoine VITKINE - Journaliste, réalisateur du documentaire Opération Trump : les espions russes à la conquête de l'Amérique - Marie JEGO - Journaliste - Le Monde, ancienne correspondante à Moscou

Penktadienį (gruodžio 5 d.) Tiek Pinigų vedėja Gabija papasakos apie prasidėjusį putino vizitą Indijoje ir kas juo siekiama. „Vičiūnų grupei“ priklausančios bendrovės „Plungės kooperatinė prekyba“ direktoriui ir įmonės vyriausiajam muitinės tarpininkui pateiktus kaltinimus pažeidus tarptautines sankcijas rusijai. Papasakos ir spėjimus, kas laukia Lietuvos oro uostų dėl į šalį skriejančių balionų.

Michael Tanner and Stu Turley cover several significant developments in the energy industry.First, they discuss New York's new "Cap and Invest" program, which will ration and tax fossil fuels. We do not see this as being ineffective and costly for consumers. This will do nothing but drive more people out of New York and reduce taxable income as money leaves the state. There is a reason JP Morgan has moved its gold trading unit out of New York.Next, we examine the increasing isolation of Venezuela as its allies Russia and China step back amid heightened U.S. pressure. This has implications for Venezuela's significant oil reserves.We then cover ExxonMobil's interest in acquiring a Russian firm's stake in an Iraqi oil field, as U.S. sanctions impact the global energy landscape.The discussion shifts to the automotive industry, noting a pivot away from aggressive EV adoption towards more profitable hybrid vehicles in the U.S. Analyst Josh Young's insights on OPEC's production increases and the implications for spare capacity and oil market dynamics are also covered.Finally, we lament the collapse of California's oil and gas industry due to stringent policies and permitting challenges, and we criticize the state's governor.Key Time Stamps:00:17 New York to Tax more and Ration fossil fuels03:21 Venezuela is suddenly alone06:20 ExxonMobil looking over LukOil in Iraq08:57 Shift to hybrid cars will lower gasoline demand10:23 OPEC* Production13:17 Has California's Oil and Gas industry hit the point of no return?Stu will be interviewing Mike Umbro, and Katy Grimes, Editor in Chief of the California Globe, are live on LinkedIn, X, and YouTube to talk about the California story. "Has California's Oil and Gas Industry Hit the Point of No Return? – California Globe"Here is the live link: https://www.youtube.com/live/9iQIhfX0ydM?si=82sbS7hGXOPeYNYVStories we covered today:1.New York's climate law will ration fossil fuels and tax the rations – David Wojick on CFACT2.Venezuela is Suddenly Alone: Allies Step Back Amid Escalating U.S. Pressure3.ExxonMobil Looks Over Lukoil's Iraqi Oilfield as U.S. Sanctions Finally Hit Home – What does this mean for Investors?4.The Shift to Hybrid Cars is Moving in the US5.OPEC+ Production Increases and Spare Capacity Audit – Oil Market Implications6.Has California's Oil and Gas Industry Hit the Point of No Return? – California GlobeShout out to our sponsor, Reese Energy Consulting. Check them out here: https://reeseenergyconsulting.com/Follow Michael On LinkedIn and XFollow Stu on LinkedIn and XENB Top NewsENB PodcastENB SubstackOil & Gas InvestingWant to get your story in front of our massive audience? Get a media Kit Here. Please help us help you grow your business in Energy. https://energynewsbeat.co/request-media-kit/We have specials going on, so ask Stu for details.

The European Union has reached an agreement to phase out its remaining imports of Russian gas by 2027. The decision came after a lengthy meeting in Moscow between US and Russian representatives resulted in no breakthrough to end the war in Ukraine. The sovereignty of the eastern region of Donbas, largely controlled by Russia, is at the heart of the negotiations, with Ukrainian President Volodymyr Zelensky refusing to cede the territory.Also in the programme: we go to the Swiss town where you can pay with Bitcoin; and the search for Malaysian Airlines Flight MH370 will resume at the end of the month, 11 years after its disappearance.(Photo: A gas torch is seen next to the Lukoil company sign at the Filanovskogo oil platform in the Caspian Sea, Russia. Credit: Reuters / M. Shemetov).

Summary del Show: • Los futuros de EE.UU. suben tras un lunes volátil y con Bitcoin cayendo más de 5%. • Marvell $MRVL negocia la compra de Celestial AI por más de $5B, apuntando a dominar la infraestructura de IA. • Amazon Web Services $AMZN lanza nuevas alianzas con $CRWD, $BLK, $SPGI, $TT y $V durante re:Invent 2025. • Exxon Mobil $XOM evalúa comprar activos de Lukoil en Irak, ampliando su presencia global en energía.

In deze nieuwe aflevering praten we over olie, en dus over OPEC+, die zondag weer bij elkaar komt. Hoe staat het met de sancties tegen Rosneft en Lukoil? Wat doet Orbán in Moskou, en – van een heel andere orde – wat is de ‘stuiver van Grinwis'? Canada gaf afgelopen week groen licht voor de aanleg van een nieuwe oliepijpleiding naar de westkust. Minder afhankelijk worden van de VS is het adagium voor de Canadezen. Groot-Brittannië daarentegen houdt de na de inval in Oekraïne ingevoerde windfall tax op olie- en gaswinsten zeker tot 2030 in stand, wat volgens de sector zal leiden tot kaalslag. Hoe staat het met de gasopslagen en wat is de relatie met de opvallend lage gasprijs? We bespreken de EU ETS 1-prijs en het uitstel van ETS 2. Gaat die er überhaupt nog wel komen? Tot slot beantwoordt Hans een vraag van een luisteraar over de onlangs ingevoerde dynamische kwartierprijzen. Dat en nog veel meer bespreek ik met Hans van Cleef, dé marktanalist van Nederland en hoofd energieonderzoek bij EqoLibrium.

Šiemet tapusi pilnateise Šengeno erdvės nare, po kiek daugiau nei mėnesio Bulgarija įsives eurą. Tačiau sėkmingą europinę integraciją temdo didelės dalies gyventojų nepritarimas, jaučiamos baimės dėl ateities. Jas stiprina ir pasirengimas nacionalizuoti rytinėje šalies dalyje esančią naftos perdirbimo gamyklą. To imamasi Jungtinėms Valstijoms paskelbus sankcijas Rusijos naftos milžinei „Lukoil“, kuri iki šiol valdė šią beveik 5 milijardus eurų metinių pajamų generuojančią bendrovę. Šalis taip pat kovoja su korupcija ir politiniu nestabilumu, kurie trukdo efektyvioms reformoms ir investicijų pritraukimui. Kaip bulgarams sekasi dorotis su iššūkiais?Vis daugiau pavienių asmenų bei įmonių atsigręžia į tuos, kuriems pagalba reikalinga čia ir dabar ir remia šalyje veikiančias nevyriausybines organizacijas. Kodėl verslui atrodo svarbi tokia socialinės atsakomybės forma?Visame pasaulyje minima kampanija „16 aktyvizmo dienų prieš smurtą prieš moteris“. Ji skirta atkreipti dėmesį į smurto artimoje aplinkoje ir lyties pagrindu patiriamo smurto problemą, didinti žmonių sąmoningumą bei skatinti kreiptis pagalbos.Levandų ūkiai, kurie Lietuvoje pastaraisiais metais populiarėja, dažniausiai lankomi vasaros metą - dėl kvapnių augalų ir įspūdingų vaizdų. O kaip levandynai atrodo rudenį ir žiemą?Auksinio proto atrankos žaidimas.Ved. Darius Matas.

2025-11-22 | Silicon Wafers DAILY UPDATE 064 | Putin's ship has been taking on water for some time but has now hit an iceberg – it's called thirty-six dollars a barrel of Urals crude oil. Russia's flagship Urals crude has collapsed to its lowest price since early 2023 – just as U.S. sanctions on Rosneft and Lukoil, the two giants of Putin's oil empire, are about to fully bite. India and China are backing away. Tankers full of Russian crude are circling with nowhere to go. And suddenly, “sanctions don't work” sounds a lot less clever on social media than it did six months ago. (United24 Media)Let's unpack how we got to $36 Urals, what it means for Russia's war machine, and why this looks less like a market blip and more like the first real oil-squeeze not only of the war, but of Putin's time in power. ----------SOURCES: United24 Media – “Russia's Urals Oil Crashes to 2.5-Year Low as Global Buyers Pull Back Ahead of US Sanctions” (Nov. 17, 2025)Kyiv Independent – “Russia's flagship oil price drops as buyers retreat ahead of US sanctions” (Nov. 17, 2025)The Moscow Times – “Russian Oil Revenues Slide to 2.5-Year Low as Sanctions Drive Asian Buyers Away” (Nov. 19, 2025)The Moscow Times – “What New U.S. Sanctions on Rosneft and Lukoil Mean for Russia's Oil Trade” (Oct. 28, 2025)U.S. Department of the Treasury – “Treasury Sanctions Major Russian Oil Companies, Calls on Moscow to Immediately Agree to Ceasefire” (Press release, Oct. 22, 2025)Reuters – coverage on Chinese and Indian banks/refiners moving to comply with sanctions and on widening Urals discounts and stranded cargoes (Nov. 2025)AP / Associated Press – reports on U.S. sanctions on Russian oil and Lukoil's decision to sell international assets (Oct.–Nov. 2025)Economic Times / Business Standard – “US sanctions on Russian oil set to kick in with 48 million barrels of crude at sea” (Nov. 21, 2025)IntelliNews – “How oil price discounts became a barometer of the sanctions' effectiveness” (Nov. 2025)Chatham House – “Tightening the oil-price cap to increase the pressure on Russia” (Sept. 4, 2025)CEPA – “Europe Moves Toward Shadow Fleet Seizures” (Sept. 26, 2025)EU Commission – Press materials on the 18th and 19th sanctions packages targeting Russia's shadow fleet and LNG (July & Oct. 2025)----------SILICON CURTAIN FILM FUNDRAISERA project to make a documentary film in Ukraine, to raise awareness of Ukraine's struggle and in supporting a team running aid convoys to Ukraine's front-line towns.https://buymeacoffee.com/siliconcurtain/extras----------SILICON CURTAIN LIVE EVENTS - FUNDRAISER CAMPAIGN Events in 2025 - Advocacy for a Ukrainian victory with Silicon Curtainhttps://buymeacoffee.com/siliconcurtain/extrasOur events of the first half of the year in Lviv, Kyiv and Odesa were a huge success. Now we need to maintain this momentum, and change the tide towards a Ukrainian victory. The Silicon Curtain Roadshow is an ambitious campaign to run a minimum of 12 events in 2025, and potentially many more. Any support you can provide for the fundraising campaign would be gratefully appreciated. https://buymeacoffee.com/siliconcurtain/extras----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtain----------

Der geplante Mega-Verkauf von Auslandsvermögen des russischen Ölkonzerns Lukoil im Wert von 22 Milliarden US-Dollar an das Schweizer Unternehmen Gunvor ist durch US-Sanktionen in letzter Minute geplatzt. Nun tickt die Uhr: Bis zum 21. November muss das Unternehmen einen Käufer finden, bevor die Sanktionen sein internationales Geschäft komplett lahmlegen. Weltweit kämpfen Staaten und Konzerne umWeiterlesen

Vrijdag gaan de Amerikaanse oliesancties in tegen het Russische Lukoil. Dat bedrijf ken je misschien wel, van de tankstations, ook bij ons. Want we kunnen dus nog altijd bij de Russen tanken. Maar Europa heeft toch al lang sancties tegen olie en gas uit Rusland? Niet tegen Lukoil, legt economieredacteur Nico Tanghe uit in Kop of munt. “Het heeft te maken met het feit dat we onszelf meer in de voet zouden schieden dan Rusland. Donald Trump richt zijn pijlen nu wel op Lukoil. Waarom? Zullen de sancties Poetin pijn doen? En zullen we nog kunnen tanken bij Lukoil? Journalist Nico Tanghe | Presentatie en redactie Alina Churikova | Eindredactie Yves Delepeleire | Audioproductie en muziek Pieter Santens | Chef podcast Alexander Lippeveld See omnystudio.com/listener for privacy information.

Cea mai ascultată emisiune din ţară în care românii se fac auziţi

Penktadienį (lapkričio 14 d.) Tiek Pinigų vedėja Simona pasakoja apie „Lukoil“ skelbimą dėl force majeur padėties. Apkalbės, kiek ir kodėl kitąmet didės prezidentūros kanceliarijos finansavimas bei aptars galiausiai nutrauktą ilgiausią istorijoje JAV Vyriausybės uždarymą.

In this episode of Energy NewsBeat Daily Stand-Up, Stuart Turley breaks down Germany's wind collapse, Ørsted's $262M loss, and COP30's credibility crisis after Bill Gates' climate remark. He spotlights David Blackmon's report on $1B in wind-turbine repairs, Wood Mackenzie's forecast of rising oil demand through 2032, and Russia's Lukoil asset sale to evade sanctions. Turley drives home one message — energy security needs realism, not ideology.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: Highlights of the Podcast 00:00 - Intro00:22 Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record October03:29 - Ørsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?06:55 - What Can COP30 Accomplish in the Wake of Bill Gates' Admission That Climate Change Is Not an Existential Threat?12:31 - Wind Power's Crumbling Facade: $1 Billion in Blade Fixes Can't Mask the Rot – David Blackmon15:07 - Oil Is Not Done Yet: Wood Mackenzie Report Says Oil Demand Increasing to at Least 203217:27 - If Approved: Russia Sells Lukoil's Assets to Avoid Sanctions19:51 - Outro Links to articles discussed:Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record OctoberØrsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?What Can COP30 Accomplish in the Wake of Bill Gates' Admission That Climate Change Is Not an Existential Threat?Wind Power's Crumbling Facade: $1 Billion in Blade Fixes Can't Mask the Rot – David BlackmonOil Is Not Done Yet: Wood Mackenzie Report Says Oil Demand Increasing to at Least 2032If Approved: Russia Sells Lukoil's Assets to Avoid Sanctions

Day 1,350.Today, as fierce fighting continues around Pokrovsk and Ukrainian forces strike energy facilities inside Russia, we report on a surge in American surveillance flights over the Black Sea – coinciding with the arrival of Washington's Ambassador to NATO in Kyiv. We also examine Ukraine's claim to have hit an elite Russian special forces unit stationed on a Black Sea oil platform, and speak with sanctions expert Stephanie Baker, who explains why Donald Trump's sanctions on Russian oil giants Lukoil and Rosneft are so significant.ContributorsDominic Nicholls (Associate Editor of Defence). @DomNicholls on X.Francis Dearnley (Executive Editor for Audio). @FrancisDearnley on X.With thanks to Stephanie Baker (Senior Writer at Bloomberg). @StephaniBaker on X.SIGN UP TO THE ‘UKRAINE: THE LATEST' WEEKLY NEWSLETTER:http://telegraph.co.uk/ukrainenewsletter Each week, Dom Nicholls and Francis Dearnley answer your questions, provide recommended reading, and give exclusive analysis and behind-the-scenes insights – plus maps of the frontlines and diagrams of weapons to complement our daily reporting. It's free for everyone, including non-subscribers.CONTENT REFERENCED:Stephanie Baker's Book, ‘Punishing Putin: ‘The gripping expose of the global economic sanctions against Russia's war in Ukraine':https://www.amazon.co.uk/Punishing-Putin-gripping-economic-sanctions-ebook/dp/B0CWWFJ52GUkraine rescues camel used by Russian military (The Telegraph):https://www.telegraph.co.uk/world-news/2025/10/30/ukraine-rescues-camel-used-by-russian-military/ Ukraine ‘strikes elite Russian unit' on Black Sea oil rig (The Telegraph):https://www.telegraph.co.uk/world-news/2025/11/03/ukraine-strikes-elite-russian-unit-on-black-sea-oil-rig/ Putin's shadow fleet under threat as Trump tries to ‘terrify' Russia's allies (The Telegraph):https://www.telegraph.co.uk/business/2025/11/04/putins-shadow-fleet-runs-aground-against-us-sanctions/ Russian Oil Finds Fewer Takes in China After Hit From Sanctions (Bloomberg):https://www.bloomberg.com/news/articles/2025-11-02/russian-oil-finds-fewer-takers-in-china-after-hit-from-sanctions Kramatorsk, Donetsk Oblast's iconic front-line rail stop, closed for 'indefinite period' (Kyiv Independent):https://kyivindependent.com/key-train-route-to-ukraines-east-has-been-reduced-for-an-indefinite-period-due-to-safety-concerns/ Intense US surveillance activity over the Black Sea (ItaMilRadar):https://www.itamilradar.com/2025/11/03/intense-us-surveillance-activity-over-the-black-sea/ Subscribe: telegraph.co.uk/ukrainethelatestEmail: ukrainepod@telegraph.co.uk Hosted on Acast. See acast.com/privacy for more information.

AI as a Lifeline for US Energy and Russian Economic Collapse Guest: Michael Bernstein Michael Bernstein describes how artificial intelligence, which is highly electricity intensive, is providing a "lifeline" to US shale energy, especially natural gas production in Texas, by creating substantial new demand for power infrastructure. This new supply is also fundamentally transforming the European energy landscape, where Russian dominance has been eliminated. Simultaneously, sanctions are forcing major Russian companies like Rosneft and Lukoil into "fire sales" of assets outside Russia at steep discounts.

¡Vótame en los Premios iVoox 2025! La Casa Blanca quiere poner punto y final cuanto antes a la guerra de Ucrania, pero se trata de una empresa difícil ya que el Kremlin prioriza sus objetivos territoriales sobre cualquier acuerdo de paz. Para forzar a Putin, el Gobierno estadounidense acaba de imponer las primeras sanciones del segundo mandato de Trump. Van dirigidas contra Rosneft y Lukoil, las mayores petroleras rusas, y sus filiales, golpeando de este modo la principal fuente de ingresos del Gobierno ruso, que no es otra que las exportaciones de hidrocarburos. El secretario del Tesoro, Scott Bessent, justificó las medidas en la intransigencia rusa y exigió un alto el fuego inmediato. Trump se mostró optimista, convencido de que esto bastará para llevar a los rusos a la mesa de negociación. Después de nueve meses evitando presionar a Putin, esta decisión supone un notable cambio en el modo de abordar la cuestión ucraniana. Rusia cuadra su presupuesto con petróleo y gas; sancionar a su sector energético es un arma poderosa para obligarles a dialogar. Las sanciones entran en vigor dentro de un mes, pero ya se siente su impacto. China y la India, los dos principales compradores de crudo ruso, han reducido sus importaciones mientras sus refinerías recalibran futuras adquisiciones para evitar riesgos innecesarios. Si sumamos a eso la última ronda de sanciones europea, el sector energético ruso podría verse muy afectado. El mercado reaccionó rápido: el barril subió un 5% la semana pasada, regresó a los 60 dólares ante la expectativa de escasez. A diferencia de medidas previas EEUU ataca con sanciones a la fuente, es decir, a los productores. Cualquier entidad (banco, puerto, empresa) que negocie con Rosneft o Lukoil se expone al aislamiento financiero. Esto afecta a todo el petróleo de origen ruso que entre por vía marítima o por oleoducto. Hasta la fecha Rusia ha evadido las sanciones con una flota en la sombra de petroleros, una idea copiada de Irán, pero que mueve volúmenes mucho mayores. A cambio tiene que vender a descuento y ponerse en manos de intermediarios de dudosa reputación. Entretanto, el ejército ucraniano ha recrudecido sus ataques con drones contra refinerías y depósitos de combustible en el interior de Rusia. Como consecuencia, en septiembre los ingresos del Kremlin en concepto de hidrocarburos eran ya la mitad que hace tres años. Los temores de que el precio del barril se dispare están ahí, pero el mercado mundial se encuentra sobreabastecido porque se extrae más petróleo que nunca. Los inventarios, de hecho, están en máximos. ¿Bastará eso para obligar a Putin a negociar un alto el fuego? Lo desconocemos, pero su ejército no consigue realizar avances y el frente económico se le está complicando. A pesar de ello no parece tener intención de ceder. Para llegar a un armisticio ha exigido unas condiciones inaceptables tanto para los ucranianos como para los mediadores. Esto de Ucrania es para él una cuestión existencial y sólo entiende el lenguaje de la fuerza. Las sanciones por si solas no reblandecerán al Kremlin; la presión económica y en el campo de batalla podría hacerlo, pero no hay una solución rápida. Esta guerra es algo muy personal para Putin. En ella se juega su prestigio, su legado y su lugar en la historia de Rusia. En La ContraRéplica: 0:00 Introducción 3:45 ¿Bastarán las sanciones? 33:33 Premios iVoox - https://premios.ivoox.com/ 35:59 El impuesto del carbono 41:21 La realidad de Cuba 49:24 Por qué no les gusta el fútbol · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #rusia #ucrania Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

After recent failures to bring the Kremlin to the negotiating table to end the war in Ukraine, Trump has adopted a new approach to Putin, taking the significant step of sanctioning Russia's two biggest oil producers, Rosneft and Lukoil, while also demanding that China and India stop buying Russian oil. Will this step finally persuade Putin to negotiate an end to his war? Why has it taken the United States so long to go after the two biggest cash cows in Putin's war chest? Will these sanctions have any side effects for global markets?

In this episode of The President's Daily Brief:   A new report exposes an extraordinary U.S. plot to capture Venezuelan President Nicolás Maduro—by allegedly trying to convince his personal pilot to reroute his plane mid-flight into U.S. custody.   Israeli Prime Minister Benjamin Netanyahu orders fresh strikes on Gaza after losing patience with Hamas' efforts to recover the remains of Israeli hostages.   Russia's second-largest oil producer, Lukoil, says it's selling off its overseas holdings—a sign that Western sanctions are beginning to bite.   And in today's Back of the Brief—President Trump secures a new trade deal with Japan's Prime Minister, strengthening Washington's hand in Asia.   To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting https://PDBPremium.com.   Please remember to subscribe if you enjoyed this episode of The President's Daily Brief.   YouTube: youtube.com/@presidentsdailybriefAmerican Financing: Call American Financing today to find out how customers are saving an avg of $800/mo. NMLS 182334, nmlsconsumeraccess.org . APR for rates in the 5s start at 6.196% for well qualified borrowers. Call 866-885-1881 for details about credit costs and terms. Visit http://www.AmericanFinancing.net/PDB .Birch Gold: Text PDB to 989898 and get your free info kit on gold Learn more about your ad choices. Visit megaphone.fm/adchoices

William Law's guest this week is Alastair Newton. In a wide ranging conversation Arab Digest's energy analyst reflects on the likelihood of a huge glut of oil on the world market, how Gulf energy producers will play their hand in the coming months, Chinese dominance in critical minerals and how that will impact on oil, the Trump factor as he announces sanctions on Russia's Rosneft and Lukoil and Alastair's call on the price of oil at the end of 2025. Sign up NOW at ArabDigest.org for free to join the club and start receiving our daily newsletter & weekly podcasts.

Argentina's dollar-denominated bonds surged in value following the victory of Liberty Advances, the party led by the country's president, Javier Milei, in midterm elections. Hosted on Acast. See acast.com/privacy for more information.

Az orosz olajipari nagyvállalat, a Lukoil nemzetközi eszközparkjának kényszereladása kapcsán elemezzük az USA és Oroszország közt zajló energiapiaci háborút. Arról, hogy hogyan érinti a döntés a Molt, és a magyar energiadiverzifikációt, Pletser Tamást, az Erste Bank olaj- és gázpiaci elemzőjét kérdeztük. A műsor második részében az AI‑forradalom bankszektorra gyakorolt hatását elemeztük: hogyan alakítja át a pénzintézetek működését, fejlesztési irányait és informatikai stratégiáit, Turzó Ádámot, a Portfolio pénzügyi elemzőjét kérdeztük. Főbb témák: Intro – (00:00) Kőolaj, Lukoil – (01:16) AI a bankszektorban – (11:03) Kép forrása: Getty ImagesSee omnystudio.com/listener for privacy information.

Ein Vogel, der Angst und Schrecken verbreiten soll: Mit dem neuen, nuklearbetriebenen Marschflugkörper "Burevestnik" - zu Deutsch: "Sturmvogel" - will Russlands Machthaber militärische Stärke demonstrieren. An Tag 1343 des russischen Angriffskrieges gegen die Ukraine beleuchten Kai Küstner und Stefan Niemann, was hinter dem martialischen Auftreten Putins in Tarnuniform und der stolz im Staatsfernsehen präsentierten Wunderwaffe steckt. Ist die Atommacht Russland wirtschaftlich verwundbar und somit ein Scheinriese? Während der Kreml mit dem neuen Marschflugkörper bedrohlich die Muskeln spielen lässt, wächst zugleich der Druck von außen: US-Präsident Trump hat erstmals direkte Sanktionen gegen russische Energiekonzerne verhängt - und spricht von einem "tremendous impact". Gleichzeitig verschärft Russland seine Angriffe auf ukrainische Städte und Dörfer. UN-Ermittler sprechen inzwischen von einer regelrechten Drohnenjagd auf Zivilisten. Viele Menschen hätten deshalb Frontgebiete verlassen. Außerdem spricht Kai Küstner mit dem Wirtschaftswissenschaftler der Stiftung Wissenschaft und Politik (SWP), Janis Kluge, über die US-Sanktionen. Russland-Kenner Kluge erklärt, warum er die Maßnahmen gegen Rosneft und Lukoil für richtig hält, diese aber Russlands Wirtschaft "wohl nicht in ihren Grundfesten erschüttern". Wie widerstandsfähig ist Putins Kriegswirtschaft, wie lange kann Russland sich den Krieg leisten - und warum bleibt ein baldiges Kriegsende trotzdem unrealistisch? Lob und Kritik, alles bitte per Mail an streitkraefte@ndr.de Alle Folgen von “Streitkräfte und Strategien”: https://www.ndr.de/nachrichten/info/podcast2998.html Interview mit Janis Kluge: Warum Sanktionen wirken - aber den Krieg nicht stoppen https://www.ndr.de/nachrichten/info/audio-316720.html Russlands “Sturmvogel” - Experten zweifeln https://www.dw.com/de/wie-viel-propaganda-steckt-hinter-putins-atom-rakete-burewestnik-sturmvogel-nuklear-waffe-nato/a-74514291 Podcast-Tipp: Weltspiegel Podcast “USA-China: Machtkampf um Taiwan” https://www.ardaudiothek.de/episode/urn:ard:episode:c8f8acdce9706bad/

Last week President Trump hit Russia's biggest oil producers - Rosneft and Lukoil - with sanctions, a move many see as a major shift from the Trump administration that puts it on the same page as Europe when it comes to pressuring Moscow. Laurence Norman, the European reporter for The Wall Street Journal, joins Thanos Davelis as we look at this shift from President Trump and break down what it means for Europe and the war in Ukraine.You can read the articles we discuss on our podcast here:U.S. Oil Sanctions Strike at Russia's Economic LifelineThree Years of War in Ukraine: Are Sanctions Against Russia Making a Difference?Burgum highlights Greece's role in reducing Europe's dependence on Russian gasPowering U.S. Energy Dominance with Secretary of the Interior Doug BurgumTurkey court orders arrest of Istanbul's jailed mayor for 'political espionage'

Zdá se, že americkému prezidentovi Donaldu Trumpovi konečně došla trpělivost s ruským prezidentem Vladimirem Putinem a jeho válkou na Ukrajině. Spojené státy oznámily, že uvalují ekonomické sankce na ruské ropné společnosti Rosněfť a Lukoil.

Send us a textA mayoral debate that felt like a prize fight. A White House wing torn down for a 9,000-square-foot ballroom. Sanctions that squeeze Russia's oil lifeline while summits dissolve overnight. And a healthcare shock that sends families scrambling to schedule surgery before premiums explode. We pull these threads together to show how spectacle keeps crowding out strategy—and how that choice lands on everyday people.First, we take you ringside at New York City's final debate: Cuomo swinging for the knockout, Mamdani refusing to fold, and Curtis Sliwa playing the comic heel with punchlines that stick. The crowd roars, the polls barely move, and a bigger story emerges about outsiders consolidating power in America's cultural capital. Trump's name hovers over the stage—weaponized by rivals, leveraged by critics—because branding beats policy when the lights burn this bright.Then we zoom out. Sanctions hit Rosneft and Lukoil, but the messaging leaves room for quick reversal. Tomahawk missiles are denied to Ukraine under the banner of training timelines, a fig leaf for escalation fears. The war-on-drugs pivots to the Caribbean with boat strikes and covert authorities targeting Venezuela, while allies and critics wonder whether there's any doctrine beyond momentum and mood. Meanwhile, China policy swings a heavy tariff hammer at a tech-driven contest that can't be bludgeoned into submission. It's improvisation at scale—sometimes effective, often disorienting.Back home, the bulldozers arrive at the East Wing. The argument isn't about taste; it's about the meaning of the people's house. Past presidents expanded for function and safety; this remake prioritizes spectacle, privately funded and publicly symbolic. At the same time, a surprising student debt relief deal offers real wins for long-suffering borrowers—PSLF buybacks, long-overdue discharges—yet the horizon darkens as 2028 threatens core income-driven plans. And then there's the gut punch: marketplace premiums jumping an average of 18 percent as enhanced subsidies lapse, with Georgia as a hard-hit case study. Families face impossible choices, insurers warn of a spiral, and leaders rehearse the same talking points while costs outpace paychecks.If you want a clear map through the noise—how local theater reflects national power, how foreign policy whiplash hits your wallet, how symbols rewrite norms and subsidies prop up shaky systems—this is your guide. Listen, share with a friend who's doomscrolling, and leave a review to tell us where you're feeling the squeeze most. Your stories shape what we unpack next. Support the show

Oct 23, 2025 #arestovych #latynina #trumpFundraiser for a pickup truck for the 22nd Separate Motorized Rifle Brigade

Like Putin, Donald Trump is determined to hide from the people. He's promising that a taxpayer-funded FBI–run by MAGA troll Kash Patel–will “secure” the next election. The MAGA cult plans to steal it, again. And with Republican gerrymandering, bot farms from Russia to China, and Elon Musk's Twitter turned into a disinformation landfill, he just might pull it off. Again.  Causing one of the longest government shutdowns in American history – again – Trump gives Argentina a $40 billion bailout. Why Argentina? It's where a lot of Nazis fled after World War II, and maybe where the Trumps plan to flee after Americans end their crime spree. It's a bold strategy: betray your own farmers to curry favor with your future Nazi refuge.  Meanwhile, the convicted felon-in-chief is busy literally demolishing the White House. The East Wing is being gutted to make space for what amounts to a kleptocratic ballroom: a pay-to-play shrine for oligarchs and hangers-on. Melania already desecrated Jackie Kennedy's Rose Garden, turning it into a cement Panera Bread patio. It's as if the Trumps are trying to erase everything beautiful about American democracy and replace it with a bedazzled monument to authoritarianism, to repay their Russian backers driven to win a Cold War rematch. Want to hear Gaslit Nation ad-free? Join our community of listeners for bonus shows, exclusive Q&A sessions, our group chat, invites to live events like our Monday political salons at 4pm ET over Zoom, and more! Sign up at Patreon.com/Gaslit!   Show Notes:   Join us in shining a light for Ukraine! Donate to the medical needs for veterans in Ukraine: https://www.canadahelps.org/en/dn/44433   Analysis on how Republican Jim Crow helped steal the 2024 election: Will We Have Free and Fair Elections in the Midterms? https://gaslitnation.libsyn.com/will-we-have-free-and-fair-elections-in-the-midterms   Phonebanking works! Join our friends at Sister District to get out the vote in Virginia: https://sisterdistrict.com/tag/phonebanking/ ICE Stockpiling Warheads and Chemical Weapons as Lawmaker Fears Trump Planning Strike https://www.thedailybeast.com/ice-stockpiling-warheads-and-chemical-weapons-as-lawmaker-fears-trump-planning-strike/   The Jackie Kennedy White House Tour: https://newenglandhistoricalsociety.com/norman-mailer-pans-the-jackie-kennedy-white-house-tour/   This article is more than 7 years old JFK files reveal FBI warning on Oswald and Soviets' missile fears https://www.theguardian.com/us-news/2017/oct/27/release-jfk-files-fbi-warning-oswald-soviet-missile-fears   Trump Claims He'd Give His $230 Million Justice Department Grift to Charity. Yeah, Right. The president, who has a history of reneging on charitable pledges, ran his own family foundation into the ground. https://www.motherjones.com/politics/2025/10/trump-230-million-justice-department-settlement-charity-grift/   Donald Trump Jr. co-founds new private members club, Executive Branch, with a $500,000 fee https://www.cnbc.com/2025/04/28/donald-trump-jr-private-members-club-executive-branch.html   Leavitt: "At this moment in time, of course, the ballroom is really the president's main priority." https://bsky.app/profile/atrupar.com/post/3m3uwoemyzh2i   Trump: "We can never let what happened in the 2020 election happen again. We just can't let that happen. I know Kash is working on it, everybody is working on it. And certainly Tulsi is working on it. We can't let that happen again to our country." https://bsky.app/profile/atrupar.com/post/3m3qaazbmvz2a   Trump Voters Disapprove of $40 Billion Argentina Bailout: Poll https://www.newsweek.com/trump-voters-disapprove-argentina-bailout-poll-10918329   Netherlands Limits Intelligence-Sharing With US Amid Politicization, Russia Fears: The intelligence chiefs also warned that Russia is escalating its hostile activities as it intensifies its hybrid war with Europe, necessitating a more “assertive” response to Moscow. https://www.kyivpost.com/post/62663   ICE is stockpiling arms, including chemical weapons, guided missile warheads and explosive components. The spending dwarfs anything we've ever seen in the agency - a 700% increase. The President is building an army to attack his own country. https://bsky.app/profile/senchrislarson.bsky.social/post/3m3pl3257322m   Virginia Democrats Plan to Redraw House Maps in Redistricting Push The surprise move could give Democrats two or three additional House seats and is likely to scramble the last couple weeks of campaigning ahead of the Nov. 4 election.https://www.nytimes.com/2025/10/23/us/politics/virginia-democrats-redistrict.html   Melania Trump Supported Her Husband's Racist Birtherism Claims on TV: People need to stop talking about "freeing Melania." https://www.teenvogue.com/story/melania-trump-supported-her-husbands-racist-birtherism-claims-on-tv   Trump Sends Weapons to Ukraine: By the Numbers https://www.csis.org/analysis/trump-sends-weapons-ukraine-numbers   So just how significant are the sanctions the U.S. slapped on Russia's oil giants? U.S. also threatened sanctions against those who do business with Rosneft and Lukoil https://www.cbc.ca/news/world/russia-oil-us-sanctions-9.6950160   Russia sanctions bill on hold for now, Thune says https://www.politico.com/live-updates/2025/10/20/congress/russia-sanctions-bill-on-hold-thune-00615652  

SHOW 10-23-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1882 BLACK SEA RUSSIAN FLEET THE SHOW BEGINS IN THE DOUBTS ABOUT A UKRAINE RESOLUTION... FIRST HOUR 9-915 Delayed Budapest Summit and Ukraine Negotiation Sticking Points. Anatol Lieven discusses how negotiations between the US and Russia, including a planned Budapest meeting, are delayed despite some progress on security issues like Trump's position on Ukraine joining NATO. The major sticking point remains Russia's demand that Ukraine withdraw from the rest of the Donbas, which Ukrainian leaders deem politically impossible. While Russia has scaled back some territorial claims, a viable peace settlement likely necessitates a ceasefire along existing lines, coupled with lifting sanctions. Escalation risks remain high due to potential accidental military clashes. 915-930 Delayed Budapest Summit and Ukraine Negotiation Sticking Points. Anatol Lieven discusses how negotiations between the US and Russia, including a planned Budapest meeting, are delayed despite some progress on security issues like Trump's position on Ukraine joining NATO. The major sticking point remains Russia's demand that Ukraine withdraw from the rest of the Donbas, which Ukrainian leaders deem politically impossible. While Russia has scaled back some territorial claims, a viable peace settlement likely necessitates a ceasefire along existing lines, coupled with lifting sanctions. Escalation risks remain high due to potential accidental military clashes. 930-945 Trump Administration Sanctions Hit Russia's Oil Lifeline. Michael Bernstam discussed the Trump administration's politically significant sanctions targeting Russia's two largest oil producers, Rosneft and Lukoil, affecting 56% of Russian output. The sanctions caused world oil prices to jump temporarily and elicited an immediate angry response from Putin, who called it an "unfriendly act." The primary financial impact on Russia will be much deeper discounts demanded by buyers, significantly hurting the Russian budget. Europe is meanwhile nearing liberation from Russian energy dependence due to abundant US liquefied natural gas (LNG). 945-1000 UN Cyber Crime Treaty: Authoritarian Assault on Free Speech. Ivana Stradner discussed the controversial UN Cyber Crime Treaty, which she argues is an assault on international rule of law spearheaded by Russia and China. The treaty is feared because it enables digital authoritarianism, censorship, and surveillance by potentially forcing companies to grant government access to private data and share user information globally. The US should reject ratification and defer to the Budapest Convention, relying instead on powerful offensive and defensive cyber capabilities for deterrence. SECOND HOUR 10-1015 Political Shifts and Security Crises Across Latin America. Professor Evan Ellis reported on a shifting Latin American landscape. Argentina's Milei navigates a key election after implementing painful economic cuts, backed by a new US currency swap deal. Bolivia's Luis Arce seeks warmer US ties while managing a severe economic crisis. Peru's president declared a state of emergency to address rampant insecurity and extortion in Lima. Concurrently, the US is escalating pressure on Venezuela's Maduro regime, primarily targeting the criminal Cartel de los Soles leadership. 1015-1030 Political Shifts and Security Crises Across Latin America. Professor Evan Ellis reported on a shifting Latin American landscape. Argentina's Milei navigates a key election after implementing painful economic cuts, backed by a new US currency swap deal. Bolivia's Luis Arce seeks warmer US ties while managing a severe economic crisis. Peru's president declared a state of emergency to address rampant insecurity and extortion in Lima. Concurrently, the US is escalating pressure on Venezuela's Maduro regime, primarily targeting the criminal Cartel de los Soles leadership. 1030-1045 Political Shifts and Security Crises Across Latin America. Professor Evan Ellis reported on a shifting Latin American landscape. Argentina's Milei navigates a key election after implementing painful economic cuts, backed by a new US currency swap deal. Bolivia's Luis Arce seeks warmer US ties while managing a severe economic crisis. Peru's president declared a state of emergency to address rampant insecurity and extortion in Lima. Concurrently, the US is escalating pressure on Venezuela's Maduro regime, primarily targeting the criminal Cartel de los Soles leadership. 1045-1100 Political Shifts and Security Crises Across Latin America. Professor Evan Ellis reported on a shifting Latin American landscape. Argentina's Milei navigates a key election after implementing painful economic cuts, backed by a new US currency swap deal. Bolivia's Luis Arce seeks warmer US ties while managing a severe economic crisis. Peru's president declared a state of emergency to address rampant insecurity and extortion in Lima. Concurrently, the US is escalating pressure on Venezuela's Maduro regime, primarily targeting the criminal Cartel de los Soles leadership. THIRD HOUR 1100-1115 Robert McNamara: From WWII Statistical Control to Kennedy's Star. Professor William Taubman detailed Robert McNamara's rise, beginning as a statistician in WWII advising General Curtis LeMay on firebombing techniques, a success McNamara later regretted as potentially criminal. After becoming president of Ford, he reluctantly joined JFK's administration as Secretary of Defense. McNamara's brilliance and efficiency led Kennedy to admire him as the cabinet's star, even considering him for vice president in 1964 and the presidential candidate in 1968. 1115-1130 Robert McNamara: From WWII Statistical Control to Kennedy's Star. Professor William Taubman detailed Robert McNamara's rise, beginning as a statistician in WWII advising General Curtis LeMay on firebombing techniques, a success McNamara later regretted as potentially criminal. After becoming president of Ford, he reluctantly joined JFK's administration as Secretary of Defense. McNamara's brilliance and efficiency led Kennedy to admire him as the cabinet's star, even considering him for vice president in 1964 and the presidential candidate in 1968. 1130-1145 Robert McNamara: From WWII Statistical Control to Kennedy's Star. Professor William Taubman detailed Robert McNamara's rise, beginning as a statistician in WWII advising General Curtis LeMay on firebombing techniques, a success McNamara later regretted as potentially criminal. After becoming president of Ford, he reluctantly joined JFK's administration as Secretary of Defense. McNamara's brilliance and efficiency led Kennedy to admire him as the cabinet's star, even considering him for vice president in 1964 and the presidential candidate in 1968. 1145-1200 Robert McNamara: From WWII Statistical Control to Kennedy's Star. Professor William Taubman detailed Robert McNamara's rise, beginning as a statistician in WWII advising General Curtis LeMay on firebombing techniques, a success McNamara later regretted as potentially criminal. After becoming president of Ford, he reluctantly joined JFK's administration as Secretary of Defense. McNamara's brilliance and efficiency led Kennedy to admire him as the cabinet's star, even considering him for vice president in 1964 and the presidential candidate in 1968. FOURTH HOUR 12-1215 The AI Infrastructure Gold Rush and Europe's Absence. Chris Riegel discusses how the AI revolution is driving a feverish rush to build large data centers (one gigawatt or better), though energy access is a critical choke point that may cause conflict between commercial demand and normal consumers by summer 2026. This intense global competition, likened to a gold rush, is primarily a two-horse race between the US and China. Europe is largely sitting out the advanced AI development wave, which is considered a tactical mistake that may leave them reliant on American or Chinese technology. 1215-1230        CBP Admits Fake Record Used to Jail Bolsonaro Advisor in Brazil. Mary Anastasia O'Grady discusses how US Customs and Border Protection (CBP) admitted an erroneous entry record was created and used by Brazilian Justice Alexandre de Moraes to jail Felipe Martins, an advisor to former President Bolsonaro. De Moraes used the apparently fake I-94 document, which contained a misspelling and a canceled passport number, to hold Martins for 183 days to extract information about an alleged coup plot. The unprecedented CBP admission confirms a file violation and suggests ongoing malfeasance. 1230-1245 US Accelerates Moon Race Against China. Rick Fisher and David Livingston discuss how the US moon race is accelerating, driven by President Trump's demand to land on the moon by 2028 and concerns that China, using the Long March 10 booster, might get there by 2029. Interim NASA Director Sean Duffy reopened the lunar lander contract, previously held by SpaceX's Starship, to Blue Origin and potentially Lockheed Martin, seeking multiple pathways. The Chinese space program is viewed as a strategic maneuver aimed at distracting the US from other global conflicts. 1245-100 AM US Accelerates Moon Race Against China. Rick Fisher and David Livingston discuss how the US moon race is accelerating, driven by President Trump's demand to land on the moon by 2028 and concerns that China, using the Long March 10 booster, might get there by 2029. Interim NASA Director Sean Duffy reopened the lunar lander contract, previously held by SpaceX's Starship, to Blue Origin and potentially Lockheed Martin, seeking multiple pathways. The Chinese space program is viewed as a strategic maneuver aimed at distracting the US from other global conflicts.

Trump Administration Sanctions Hit Russia's Oil Lifeline. Michael Bernstam discussed the Trump administration's politically significant sanctions targeting Russia's two largest oil producers, Rosneft and Lukoil, affecting 56% of Russian output. The sanctions caused world oil prices to jump temporarily and elicited an immediate angry response from Putin, who called it an "unfriendly act." The primary financial impact on Russia will be much deeper discounts demanded by buyers, significantly hurting the Russian budget. Europe is meanwhile nearing liberation from Russian energy dependence due to abundant US liquefied natural gas (LNG).

2025-10-24 | Silicon Wafers 040 | DAILY UPDATES | Is the Kremlin finally feeling real bite from Sanctions? Are oil sanctions by US and UK, and pressure on the shadow tankers, helping the first cracks emerge in Putin's war economy?Washington, London and Brussels just fired a coordinated broadside at the Kremlin's cash machine. Russia calls it “unfriendly.” China bristles. India flinches. Europe quietly tightens the noose on the shadow fleet. Meanwhile, small but telling acts of dissent flicker in St. Petersburg, and fresh reporting shows how the Russian “elite” keep looting their own house even as it burns. At last measures are being taken which may hasten Putin's demise. The sanctions blitz finally hits the bullseyeThe big move: the United States sanctioned Rosneft and Lukoil, Russia's two largest oil companies—the beating heart of Putin's war budget and war machine financing. This is the first Ukraine-related Russia sanctions package of Trump's second term—and according to some commentators, it's a sledgehammer. As Treasury Secretary Scott Bessent put it: “Given President Putin's refusal to end this senseless war, Treasury is sanctioning Russia's two largest oil companies that fund the Kremlin's war machine.” (Reuters, Oct 22, 2025)----------Partner on this video: KYIV OF MINE Watch the trailer now: https://www.youtube.com/watch?v=arJUcE1rxY0'Kyiv of Mine' is a documentary series about Ukraine's beautiful capital, Kyiv. The film production began in 2018, and much has changed since then. It is now 2025, and this story is far from over.https://www.youtube.com/@UCz6UbVKfqutH-N7WXnC5Ykg https://www.kyivofmine.com/#theprojectKyiv of Mine is fast paced, beautifully filmed, humorous, fun, insightful, heartbreaking, moving, hopeful. The very antithesis in fact of a doom-laden and worthy wartime documentary. This is a work that is extraordinarily uplifting. My friend Operator Starsky says the film is “Made with so much love. The film series will make you laugh and cry.” ----------SOURCES: US sanctions Rosneft & Lukoil (with quotes and analyst reaction) — Reuters, Oct 22, 2025China state oil majors suspend Russian oil purchases — Reuters, Oct 23, 2025India poised to sharply cut Russian oil imports; Reliance steps back — Reuters, Oct 23, 2025Putin reaction (“unfriendly act”) & EU sanctions — Guardian live, Oct 23, 2025Putin warns; says economy will weather sanctions — Reuters, Oct 23, 2025UK sanctions Rosneft, Lukoil, 44 shadow-fleet ships; quotes from Reeves/Cooper — UK Government press release, Oct 15, 2025EU 19th package: 117 more vessels listed (557 total), reinsurance ban, LNG measures; Kaja Kallas quote — Council of the EU, Oct 23, 2025EU plans maritime declaration on shadow fleet inspections — Reuters, Oct 19, 2025Denmark tightens Skagen checks on “old and worn-out” tankers — Maritime Executive & TradeWinds, Oct 6–8, 2025IMF downgrades Russia 2025 GDP growth to 0.6% — Reuters, Oct 14, 2025Nabiullina flags gasoline spike & inflation expectations — Reuters, Oct 9, 2025G7 could shave $80bn/yr off Russia oil income with enforcement — Reuters Breakingviews, Oct 13, 2025----------SILICON CURTAIN LIVE EVENTS - FUNDRAISER CAMPAIGN Events in 2025 - Advocacy for a Ukrainian victory with Silicon Curtainhttps://buymeacoffee.com/siliconcurtain/extrasOur events of the first half of the year in Lviv, Kyiv and Odesa were a huge success. Now we need to maintain this momentum, and change the tide towards a Ukrainian victory. The Silicon Curtain Roadshow is an ambitious campaign to run a minimum of 12 events in 2025, and potentially many more. Any support you can provide for the fundraising campaign would be gratefully appreciated. https://buymeacoffee.com/siliconcurtain/extras----------

C dans l'air l'invitée du 23 octobre 2025 avec Marie Jégo, journaliste au quotidien Le Monde, ancienne correspondante à Moscou.Hier, les Etats-Unis ont décidé de sanctionner deux compagnies pétrolières russes, le groupe d'Etat Rosneft et la compagnie privée Lukoil, qui représentent près de la moitié des exportations de pétrole russe. " A chaque fois que je parle à Vladimir, nous avons de bonnes conversations, a souligné Donald Trump mercredi, et puis elles ne débouchent sur rien." De quoi pousser l'administration américaine à prendre "des sanctions énormes" comme les qualifie le président américain. C'est d'ailleurs une première depuis son arrivée au pouvoir. "J'ai juste senti qu'il était temps" a-t-il précisé, espérant que cela affectera suffisamment l'économie russe pour forcer Vladimir Poutine à "devenir raisonnable". Les sanctions américaines impliquent un gel de tous les actifs de Rosneft et Lukoil aux États-Unis, ainsi qu'une interdiction à toutes les entreprises américaines de faire des affaires avec les deux compagnies pétrolières russes. Volodymyr Zelenzky a salué le "message fort" envoyé par Washington. Il peut également se réjouir du vote par l'Union européenne d'un 19e train de sanctions visant à interdire les importations de gaz naturel liquéfié russe à partir de 2027 et de nouveaux navires de sa flotte fantôme.L'impact sur les cours du pétrole ne s'est pas fait attendre : ils ont bondi de 5% ce matin. Côté Moscou, Dimitri Medvedev, ancien président russe, vice-président du Conseil de Sécurité, est allé jusqu'à dire sur Telegram que "les décisions prises constituent un acte de guerre contre la Russie", ajoutant que "Trump s'est complètement aligné sur l'Europe folle". Quant à Vladimir Poutine il a supervisé hier un exercice des forces nucléaires stratégiques, impliquant des tirs de missiles balistiques et de croisière. Une posture de chef de guerre qui n'augure pas d'un futur accord de paix. Marie Jégo reviendra sur la décision américaine de sanctionner deux compagnies pétrolières russes, et ses conséquences. Son dernier article « Privé de sommet avec Donald Trump à Budapest, Vladimir Poutine a repris sa posture de chef de guerre » est disponible sur le site internet du Monde.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss what's next for what already is the second longest shutdown in US history; the Trump administration's decision to withdraw the nomination of former GE Vice Chariman Jeff Bornstein as Pentagon comptroller; President Trump's decision to sanction Lukoil and Rosneft a days after his planned meeting with Vladimir Putin to end the Ukraine war fizzled; the failed EU effort to shift Moscow's frozen assets to Ukraine, but successful new sanctions on Russia's shadow fleet; Kyiv's decision to buy 150 Gripen fighter aircraft from Sweden's Saab; the ongoing trade war between Washington and Beijing as Chinese officials implement the kind of global standards normally imposed by the United States as Trump and Xi Jinping prepare to meet in Korea; the president's rare earths agreement with Australian Prime Minister Anthony Albanese; the warning by Singapore's prime minister that the transition to a post-American world will be messy as Trump ends trade talks with Canada and moves closer to war with Venezuela; Sanae Takaichi becomes Japan's first female prime minister; and Vice President Vance visits Israel to support a shaky Gaza ceasefire as Israeli lawmakers voted to annex the West Bank, a move that Trump said would never happen.

Nearly 70% of Russian crude production and exports are now under sanctions, raising costs and slowing settlements even though only 5% of exports use US dollars. Russia has relied on offshore traders and new entities to maintain flows, but this is more challenging for major producers like Rosneft and Lukoil. Indian imports may fall by 400 kbd, while Chinese flows should remain steady. Over time, Russia can redirect up to 0.8 mbd to other markets and China could absorb an additional 1 mbd, but profit margins will narrow due to higher costs and deeper discounts. Export volumes are expected to stabilize within a quarter after an initial pause.   Speaker:   Natasha Kaneva, Head of Global Commodities Research   This podcast was recorded on October 24, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5106838-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

The United States has unveiled its most forceful move yet to pressure Russia into ending the war in Ukraine. President Donald Trump has announced broad sanctions on Russia's two biggest oil giants, Rosneft and Lukoil. The measures mark a decisive shift in tone from the US, targeting the lifeblood of Russia's economy in a bid to choke off Russia's Ukraine war funding

The United States has imposed new sanctions on Russia's two largest oil companies, Rosneft and Lukoil, in an effort to pressure Moscow into peace negotiations. President Trump says his conversations on Ukraine with President Putin have got nowhere, but he hopes the measures will be short-lived and lead to a breakthrough. Also: The US says it destroyed a boat smuggling drugs off the Colombian coast. The UN's top court has found that Israel has a legal obligation to ensure humanitarian supplies reach the population of Gaza. The Louvre museum in Paris has re-opened, three days after the French crown jewels were stolen. Why fake football agents are a danger for young athletes in Senegal. An exhibition in LA turns the Confederate statues that launched US protests into art. Two jailed journalists win the coveted Sakharov Freedom of Thought Prize for speaking out against injustice... and we look at why Hollywood A-listers can't resist getting involved in UK football teams.The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk

A.M. Edition for Oct. 23. In a first for President Trump's second term, the U.S. is imposing direct sanctions on oil giants Rosneft and Lukoil, crippling Russia's war chest. WSJ's Laurence Norman says it's a milestone moment for the U.S. and its allies, as they look to end the war in Ukraine. Plus, Tesla's stock drops off-hours as Elon Musk derails the earnings call for a chat about his pay package. And WSJ's Jack Pitcher explains why some popular funds are racking up huge losses. Caitlin McCabe hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Craig Collins remains in for Greg Corombos, and he notices a big mafia story arrives, just in time to honor his Italian heritage. Craig and Jim applaud some new Trump administration decisions on Ukraine, lament the fact that Zohran Mamdani looks like a shoo in to be the next mayor of New York City, and marvel at a big sports gambling scandal that led to the arrest of an NBA player and coach. First, Craig and Jim note that while it's been a long time coming, the Trump administration is hitting Russian oil giants Rosneft and Lukoil with new sanctions, cutting off the Russian firms from American banking systems and financial institutions, essentially barring them from operating in U.S. dollars. Trump is finally getting wise to the fact that all of his seemingly good conversations with Vladimir Putin never seem to results in Putin's policies. Next, President Trump doesn't see any way that anyone can beat Zohran Mamdani in the New York City mayor's race, and there's not a lot of evidence to counter the president's conclusion. In a year where a lot has gone right for the GOP, a major frustration is that no argument about Mamdani's extremism on everything from economics to policing to geopolitics has seemed to get traction. Finally, the Portland Trail Blazers face a tough lineup of opponents this year – the Warriors, the Lakers, and the FBI. The Bureau announced that it had arrested Blazers coach Chauncey Billups and Miami Heat guard Terry Rozier as  part of a pair of wide-ranging investigations related to illegal sports betting and rigged poker games backed by the Mafia. Jim and Craig acknowledge that while sports gambling is wildly popular, particularly among young men, the temptations and dangers of widespread legal sports gambling were predictable.Get 20% off your first purchase of classic menswear. Visit https://MizzenAndMain.com with promo code 3ML20—shop online or visit a Mizzen and Main store in select states.Open a new qualified IRA or cash account with Noble Gold and get a free 10-ounce Silver Flag Bar plus a Silver American Eagle Proof Coin—visit https://NobleGoldInvestments.com/3MLKeep celebrating World Mental Health Day by starting your journey with BetterHelp—get 10% off your first month at https://BetterHelp.com/3MLSupport your health with Dose Daily.  Save 25% on your first month when you subscribe at https://DoseDaily.co/3ML or enter code 3ML at checkout.

Andrew and Ben discuss the sanctions on Russia, beef prices, and Tesla earnings. Song: Pride and Joy - Stevie Ray VaughanFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

US equity futures are firmer after Wednesday's losses. Asian markets ended mixed, and European equities opened also mixed. Market sentiment remained focus on geopolitics. The White House is reportedly preparing to curb exports of software-related products to China, including laptops and aviation components, raising concern over a potential escalation in trade tensions. However, President Trump continued to talk up prospects of a deal with President Xi at their upcoming APEC meeting. In energy markets, oil surged after Washington imposed sanctions on Russia's two largest oil producers, Rosneft and Lukoil, for undermining Ukraine peace efforts, while Europe moved toward banning Russian LNG imports. Earnings also drew focus, with high-profile misses from Netflix and Texas Instruments offset by strength in industrial and energy names.Companies Mentioned: Warner Bros. Discovery, Airbus, Leonardo, Thales, Starlink, IonQ, Quantum Computing, Rigetti Computing, D-Wave Quantum

U.S. forces have carried out another lethal strike against a boat carrying alleged drug traffickers and their cargo—this time in the eastern Pacific Ocean. President Donald Trump said his administration may eventually go to Congress for authorization. Some lawmakers from both parties have expressed concern about the strikes. War Secretary Pete Hegseth said the vessel was known by U.S. intelligence to be involved in illicit narcotics smuggling.The government shutdown is at day 23 with no end in sight. After a 12th failed vote on reopening, Senate Republicans are planning to hold a vote on Thursday to pay federal workers still on the job. The ballot is scheduled for noon, and some Democrats are already lining up to oppose it. Democrats will offer a counterproposal to pay all federal workers instead. The new approach is likely to yield yet another stand-off without an obvious solution.Trump announced new sanctions on Russia on Wednesday targeting the country's two largest oil companies, Rosneft and Lukoil, after he put the summit with Russian President Vladimir Putin on hold. Trump is also calling on U.S. allies for help in enforcing the sanctions against Russia, and said that he hopes the measures will encourage Putin to “become more reasonable.” The European Union has also officially adopted its 19th sanctions package against Russia, which includes a ban on imports of Russian liquefied natural gas.

US-Präsident Trump überrascht mit der Verhängung von Sanktionen gegen die beiden größten russischen Ölkonzerne Rosneft und Lukoil. Dies ist ein schwerer Schlag gegen eine der wichtigsten Finanzquellen für Putins Krieg. Sawicki, Peter www.deutschlandfunk.de, Kommentare und Themen der Woche

Tesla quarterly earnings disappoint due to elevated costs, sending shares down in extended trade. CEO Elon Musk has defended his $1tn pay packet. Luxury giant Kering posts a small improvement in like-for-like sales while cloud computing firm SAP falls short of quarterly expectations. U.S. President Donald Trump slaps ‘tremendous' new sanctions on two of Russia's biggest oil firms – Lukoil and Rosneft – in a bid to bring Moscow to the negotiating table over the war in Ukraine. European Commission Vice-President Kaja Kallas tells CNBC Trump's move is a ‘signal of strength'.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

President Trump on Wednesday imposed Ukraine-related sanctions on Russia for the first time in his second term, targeting oil companies Lukoil and Rosneft. He also canceled an anticipated meeting with Russian President Vladimir Putin as he met NATO chief Mark Rutte at the White House.

Edition No255 ||| Day 1,341 ||| 16-10-2025 - This is your Silicon Bites Daily Geopolitics Brief, with a rundown of news stories on 16th October 2025. We cover Ukraine, Russia, China and the global struggle against autocracy. Tonight's rundown of the authoritarian front: Russia pounds Ukraine's grid again; Kyiv's drones torch refineries and substations deep inside Russia; London hammers the “shadow fleet” with a new, harsh packet of sanctions; Washington and Brussels tighten the screws; India and Japan feel U.S. pressure on Russian energy; and inside Russia, repression expands while Moscow hunts more foreign manpower for the trenches. London takes a hard swing at Russia: sanctions on Rosneft, Lukoil, and the “shadow fleet”.The UK just unveiled one of its most sweeping packages yet: new sanctions listings hitting Rosneft, Lukoil, cornerstones of Russia's war revenues, and dozens of tankers used to skirt the price cap. Reuters: Britain targeted “its two largest oil firms… as well as 44 tankers in the ‘shadow fleet'.” (Oct 15) (Reuters)----------This is super important. There are so many Battalions in Ukraine, fighting to defend our freedoms, but lack basics such as vehicles. These are destroyed on a regular basis, and lack of transport is costs lives, and Ukrainian territory. Once again Silicon Curtain has teamed up with Car4Ukraine and a group of wonderful creators to provide much-needed assistance: https://car4ukraine.com/campaigns/autumn-harvest-silicon-curtainAutumn Harvest: Silicon Curtain (Goal€22,000)We'll be supporting troops in Pokrovsk, Kharkiv, and other regions where the trucks are needed the most. 93rd Brigade "Kholodnyi Yar", Black Raven Unmanned Systems Battalionhttps://car4ukraine.com/campaigns/autumn-harvest-silicon-curtain----------SOURCES: Reuters — “Russia's seaborne fuel exports sank 17% in September after drone attacks” (Oct. 13, 2025)Reuters — “Storms, drone attacks and record oil exports pile pressure on Novorossiisk” (Oct. 15, 2025)Reuters — “Russian finance ministry proposes raising VAT to 22% to help finance war” (Sep. 24, 2025)The Moscow Times — “More Taxes for More War: Unpacking Russia's 2026 Budget” (Oct. 7, 2025)Reuters — “Russia set to raise corporate profit tax” (May 23, 2024)Reuters — “Gazprom swings to net loss … 2024 (RAS)” (Mar. 17, 2025)TASS — “Share of loss-making entities in Russia was 31.6% in Q1 2025” (June 4, 2025)Financial Times — “Russia's coal miners buckle under sanctions, weak prices and war” (Oct. 13, 2025)Reuters — “Russia's Mechel halts some coal operations as industry faces crisis” (Aug. 28, 2025)Reuters — “Rostselmash: demand collapses as key rate hits 30%” (May 16, 2025). ([Reuters][13])Interfax — “Sales of Russian agricultural machinery fall 32.1% in H1 2025” (Aug. 4, 2025)Liga/Pravda summaries of *Vedomosti* interview — “Rostselmash to cut output ~30% in 2025” (Oct. 6, 2025)Jamestown Foundation — “Kremlin's war economy driving recession in regions” (Sep. 26, 2025)The Moscow Times — “Belgorod to end housing payments for some displaced residents” (Jun. 27, 2025)Meduza — “Belgorod won't repair homes of residents who left Russia until after the war” (Jun. 30, 2025)SIPRI — Preparing for a Fourth Year of War: Military Spending in Russia's Budget for 2025 (Mar. 11, 2025)----------SILICON CURTAIN LIVE EVENTS - FUNDRAISER CAMPAIGN Events in 2025 - Advocacy for a Ukrainian victory with Silicon Curtainhttps://buymeacoffee.com/siliconcurtain/extrasOur events of the first half of the year in Lviv, Kyiv and Odesa were a huge success. Now we need to maintain this momentum, and change the tide towards a Ukrainian victory. The Silicon Curtain Roadshow is an ambitious campaign to run a minimum of 12 events in 2025, and potentially many more. Any support you can provide for the fundraising campaign would be gratefully appreciated. https://buymeacoffee.com/siliconcurtain/extras----------