Вакуленко: что будет с нефтяными запасами и ценами на нефть после открытия Ормуза?

Sergey Vakulenko, an expert at the Carnegie Berlin Center, spoke with Vladislav Gorin about the consequences of the latest Ukrainian strikes on Russian refineries for the Russian oil industry and its budget, the connection between the attacks on Ust-Luga and Russia's ban on Kazakh oil transit via the Druzhba pipeline, the structure of OPEC and OPEC+, and oil price forecasts after the opening of the Hormuz Sea. Sergey Vakulenko's article "The Benefits of Inertia." "What awaits Russian oil production until 2035": https://storage.googleapis.com/crng/r... All new videos from our channel, including this one, in audio format: – Apple Podcasts: https://apple.co/3NC2HpC – Other platforms: https://carnegie-berlin-audio.simplec... Carnegie Politika Telegram channel: https://t.me/carnegiepolitika Sergey's Telegram channel: https://t.me/sergeyvakulenko Telegram channel where you can watch our videos without a VPN: https://t.me/carnegievideo Also watch Sergey Vakulenko's interview on the Meduza channel:    • Сколько теряет Россия от ударов по НПЗ. И ...   0:00 Start 0:53 Russian oil industry: damage from Ukrainian strikes 2:54 What's unique about the Tuapse refinery? 9:21 Is there a threat to the Moscow refinery? 11:30 Are Ukrainian strikes increasing Russia's oil revenues? 17:44 855 billion rubles in oil revenue for the Russian budget in April 21:48 What will oil companies spend their excess profits on? 24:00 Druzhba, oil from Kazakhstan, and attacks on Ust-Luga 32:26 Why Urals can be more expensive than Brent 35:20 Should we expect a drop in oil prices after the opening of Hormuz? 39:26 How well is China doing with oil? 43:42 How do OPEC and OPEC+ work? 53:22 Will the Gulf countries restore oil production?