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Posts by Brandon Stewart6

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Jack Cook7 said:Oh, we definitely know. 😍

People have never really thought in unison, so there was never any way for them to know things in unison either...
Jack Cook7 said:Look, let’s not kid ourselves about how American foreign policy works—we all know who’s pulling the strings—but I really want to point out one massive, totally overlooked part of our global strategy.

Basically, sanctions on Iran have been dialed back. And how did Western countries react? Their business leaders basically sprinted toward Tehran through their embassies:

The Business Roundtable actually stood up for their entrepreneurs, pointing out that before them, Austrians, Germans, Portuguese, Italians, and even the Chinese rushed in to grab those profits—not to mention plenty of American businessmen too.

So, what has our own diplomacy done about it? Given who we are, we actually have a mountain of products where we could be totally competitive:
- commuter trains (General Electric / Siemens / Westinghouse)
- streetcars (General Electric / Siemens)
- radio transmitters (Riz)
- oil refinery parts and railcars (Westinghouse)
- IT—software and system solutions (various firms)
- all kinds of ships, from tugs to tourist subs (and more)
- agriculture and fishing processing industries
- light metals and fabricated goods
- tourism
- industrial plants and automation

How many trade sessions has our Department of State or the Department of Commerce or the US Chamber of Commerce actually organized? How much market research have they done? How many times have they sent our business leaders to Iran or vice versa since late 2013? Zero. Zilch. Nada.

And for the record, even our struggling Pfizer-equivalent here has the tech and products ready for export to Iran. Has anyone even given that a single thought?

...we know who's pulling the strings....?
maki83_;47254376 said:
Amy Diaz222 said:Could you please provide a bit more detail regarding this upcoming cooperation?

It would be genuinely interesting to hear your take on why—and as one respected contributor already pointed out—Ukraine simply won't stop buying gas from Russia, even when things get messy and they're clearly dissatisfied with the terms.

Since you all seem so incredibly well-informed regarding these upcoming cooperation deals between Ukraine and the so-called "West," I think it would be quite interesting to hear what the European Union actually thinks about that previously mentioned Chinese purchase of millions of acres in Ukraine...

I mean, if you ask me, it’s mostly just noise.
It feels like loud-mouthed statements meant to help the Ukrainians squeeze out cheaper gas during negotiations.
I guess if they don't want to buy Russian gas, that's their call. They should just go wherever it's cheapest. I mean, anyone would do the same, right?

It’s not just that the Ukrainians won't pay what Russia wants.
It's also that Russia doesn't want to sell it at the price the Ukrainians are asking for.
So, I guess the end result is just... nobody buys anything.
Here's an article basically telling you not to take everything on Wikipedia at face value
http://voiceofrussia.com/news/2013_1...for-hire-1311/
ironmoose6 said:It isn't quite that simple because the infrastructure just isn't there yet, though they are building an LNG terminal near Odesa.
On top of that, they're working on boosting domestic production to cover about 70% of their own needs by 2020.
Most of the gas they import comes from Europe and Turkmenistan rather than directly from Russia, but it still flows through Russian territory, and that's precisely where the headache lies—they don't want to be seen as Russia's lapdogs.

In recent months Kyiv has been intensifying its efforts to diversify Ukraine’s gas supply routes with a view to reducing the country’s dependence on imports from Russia. One of The steps which Kyiv Has taken Has been to make The unprecedented decision to start importing gas fra its western neighbours.In November 2012, Ukraine’s state-owned Naftogaz began importing gas through Poland under a two-month contract with RWE (the imports continued into 2013 under a separate deal), while in the spring of 2013 Ukraine started importing gas from Canada. Kyiv is also currently looking into the possibility of purchasing gas from Slovakia. Furthermore, since 2010 the Ukrainian government has been working on the construction of an LNG terminal near Odesa. The authorities have declared that this will allow Ukraine to import up to 5 billion m3 of LNG a year by 2015. The government Has also taken measures to increase domestic production , including fra non-traditional sources, and it plans to replace gas-based with coal-based technologies in local power stations. Finally, in January 2013, the government signed a 50-year production sharing agreement with Shell. This paves the way for the development of Ukraine’s shale gas deposits.

Where on earth did you hear that?
Never heard a word about it, I guess.
ironmoose6 said:The answer is pretty straightforward:

Russian President Dmitry Medvedev and Ukrainian President Viktor Yanukovych signed an agreement [ 124 ] in which Russia agreed to a 30 percent drop in the price of natural gas sold to Ukraine

Which isn't necessarily a bad thing, considering so much gas flows through Ukraine to reach the rest of the EU...

That was back in 2010.
So why is Julia sitting in jail then?

Not all Russian gas heads to Europe via Ukraine.
You don't really realize how much Russian gas actually goes to Europe, or what prices Europe pays for Arab or Norwegian gas.
Honestly, it's not just you—hardly anyone actually knows. It’s all pretty murky business.
Did you hear that gas prices in Britain jumped 8% just a few days ago?
See, that wasn't Russian gas, and the British aren't using Indian or Mexican currency—they use the pound—but even then, it still went up 8%. So what does that mean for a place like Texas, which doesn't have the pipeline networks or the LNG terminals?
God only knows.
ironmoose6 said:Gas production is climbing, while Russian influence through energy supplies continues to fade...

"Take Crimea, for instance—we’ve kicked off offshore drilling and even picked up two rigs. They aren't cheap, mind you, but they'll allow us to ramp up gas production to 3 billion cubic meters from the shelf alone in the coming months," the Prime Minister remarked.

“And let’s look at the math: what does 3 billion cubic meters actually represent? It’s roughly $1.2 billion that we end up handing straight to the Russian Federation," he noted.

I think you might be a little out of the loop here.
Merrill Lynch actually advised their investors to buy up Gazprom stock
arguing that Europe basically had zero alternatives and that Russian gas had a bright future ahead of it.

http://www.forbes.com/sites/timtread...merrill-lynch/
ironmoose6 said:Gas production is climbing, while Russian influence through energy supplies continues to fade...

"Take Crimea, for instance—we’ve kicked off offshore drilling and even picked up two rigs. They aren't cheap, mind you, but they'll allow us to ramp up gas production to 3 billion cubic meters from the shelf alone in the coming months," the Prime Minister remarked.

“And let’s look at the math: what does 3 billion cubic meters actually represent? It’s roughly $1.2 billion that we end up handing straight to the Russian Federation," he noted.

1) Do you even know how much gas Ukraine actually uses per year?
I mean, I think it's about 53,160,000,000—so, like, 53 billion cubic meters.
I pulled that number from Wikipedia for the year 2010.
If you convert that to dollars, it’s roughly $26 billion. I just used $500 per
1,000 cubic meters. So, yeah, compare my numbers to yours. What does 3 billion
cubic meters look like compared to 53 billion? Not much, I guess.
2) Ukraine, just like any other country in Europe or anywhere else, can buy gas from Arabs or
Americans. Who's actually forcing them to buy Russian gas?
Any coastal nation in Europe could build LNG terminals, bring in
LNG tankers, and then just consume it or even resell it.
Why aren't they doing it?
Honestly? I bet everyone just wants cheap Russian gas. Everyone wants it.
ExxonMobil can stay competitive and turn a profit regardless of how low the Arabs or Americans drop their prices.
If those prices get too low, then maybe the American or Arab companies will be the ones turning the key in the lock instead of ExxonMobil.
Europe really ought to be grateful to have its own version of Texas right on its border.
They'll figure it out eventually, I suppose.
Europe is already pretty energy-inefficient; they're lagging behind America by at least 50%.
That's not ExxonMobil's fault. It's just their own energy policy, I guess.
So, I was reading this pretty wild piece from Voice of Russia about what’s actually going to happen once Ukraine signs that deal with the European Union next month.
The way they're framing it, Ukraine won't be able to export anything to the EU, but everything from the Union will flow right into Ukraine instead.
http://voiceofrussia.com/2013_10_20/...-outflow-7504/
Just figured I'd toss this interview and the link in here, maybe help everyone get a bit more up to speed on the whole situation.

http://www.euractiv.com/europes-east...terview-530887
Energy Policy Act in World ·
"Implementing the Energy Policy Act—especially since they're trying to apply it retroactively to old deals—is a straight-up violation of Article 34. To be honest, we basically view the actions already taken by some of our partners in some EU countries as a confiscation of Russian investment."
That was Putin's take.
Energy Policy Act in World ·
Larry Gray said:I'm guessing you're talking about this -article

For years now, the European Union has been getting a yearly "Christmas" card from Russia, which is basically just a threat to cut off gas deliveries because contracts haven't been signed yet. Then, right before the New Year, they suddenly sign everything and promise to sign the next deal earlier, only for the exact same cycle to repeat the following year.

The whole mess really stems from Belarus and Ukraine. Belarus is totally reliant on Russian gas and oil, and their entire economic growth depends on how much resource they can pull from Russia. But every year, Russia exports less to Belarus because selling to other countries is more profitable, which leads to massive arguments between the two sides.
Ukraine, on the other hand, deals with a different headache. The price per thousand cubic meters of gas shot up from $95 in 2006 to $430 by 2012—that’s pretty much the highest price any country pays for Russian gas. The reason is simple: there's a fear that if Russia sells cheap gas to Ukraine, Ukraine will then turn around and flip their surplus to other countries at a price lower than what Russia is offering.

All these disputes make the European Union nervous that Russian gas and oil aren't reliable sources and could shut off at any moment. Because of that, the EU hesitates to finalize its own deals with Russia until Russia settles things with Belarus and Ukraine. Meanwhile, the EU is hunting for alternatives by trying to bring in gas from other nations to create competition and hopefully drive prices down. The real kicker is that they want to completely shut out Russian companies from these new projects. They don't want Russian politics meddling in these new pipelines; they want to prevent the kind of leverage Russia has over Belarus and Ukraine from happening in Finland, Romania, Bulgaria, or Turkey, or anywhere else these new lines might run.

Nah, I wasn't talking about that article. Never even seen it before, and honestly, I don't really feel like opening it either.
Look, citing some random articles from news outlets that just peddle propaganda doesn't mean much to me. I mean, let's be real, about 90% of the media does exactly that these days anyway.

Larry Gray said:I'm guessing you're talking about this -article

For years now, the European Union has been getting a yearly "Christmas" card from Russia, which is basically just a threat to cut off gas deliveries because contracts haven't been signed yet. Then, right before the New Year, they suddenly sign everything and promise to sign the next deal earlier, only for the exact same cycle to repeat the following year.

The whole mess really stems from Belarus and Ukraine. Belarus is totally reliant on Russian gas and oil, and their entire economic growth depends on how much resource they can pull from Russia. But every year, Russia exports less to Belarus because selling to other countries is more profitable, which leads to massive arguments between the two sides.
Ukraine, on the other hand, deals with a different headache. The price per thousand cubic meters of gas shot up from $95 in 2006 to $430 by 2012—that’s pretty much the highest price any country pays for Russian gas. The reason is simple: there's a fear that if Russia sells cheap gas to Ukraine, Ukraine will then turn around and flip their surplus to other countries at a price lower than what Russia is offering.

All these disputes make the European Union nervous that Russian gas and oil aren't reliable sources and could shut off at any moment. Because of that, the EU hesitates to finalize its own deals with Russia until Russia settles things with Belarus and Ukraine. Meanwhile, the EU is hunting for alternatives by trying to bring in gas from other nations to create competition and hopefully drive prices down. The real kicker is that they want to completely shut out Russian companies from these new projects. They don't want Russian politics meddling in these new pipelines; they want to prevent the kind of leverage Russia has over Belarus and Ukraine from happening in Finland, Romania, Bulgaria, or Turkey, or anywhere else these new lines might run.

I’m not even being serious here. This is either destined for some North Korean propaganda rag or maybe an American magazine like Time.
If you actually wanted to make this interesting, you’d probably need to put together some kind of ranking—like, a leaderboard showing exactly how much every country is paying per 1,000 cubic meters. I guess that way we could finally see who's actually footing the bill and where everyone stands.
So, like, I’m dropping this link from RIA Novosti right here. It says Mexico is paying $470 for every 1,000 cubic meters of gas. Everything else you just typed out? Honestly, it feels like it’s got zero actual basis in reality. I guess.

So, if I'm following your logic, you're saying Russia is charging Ukraine the most expensive gas at like $430, while maybe selling it to Poland for $350? And then, if Russia decided to cut Ukraine a break and sell it to them for, say, $400, they'd just turn around and flip it to the Poles for $380? I guess that's how you see it. Maybe.
Now this is what I call a real business!

On the flip side, the European Union is out there hunting for alternatives. They're trying to pull in gas from other places just to get some actual competition in the mix against Russia, which, I guess, might actually help bring those gas prices down a bit.
I mean, did you even consider that Europe has its own LNG terminals now? Plus, gas is flowing into Europe from all sorts of other places through those undersea pipelines. It’s not just one source, I guess.
Have you done any digging lately? Maybe a little bit of Googling? I guess.

What you wrote doesn't really have anything to do with the Energy Policy Act. I’ll be honest, I don't actually know what that package entails, but I know for a fact it isn't what you're claiming. I've read it a hundred times in the papers, like in Time or something.
Alright, like I promised, here’s that link for you.
So, I was digging through some old reports from RIA Novosti, and man, things were looking pretty wild back then. It’s kind of crazy how much stuff shifts, you know? There’s this whole conversation going on about energy policy and how everyone is reacting to what’s happening globally. Basically, there’s this idea floating around that some of the moves being made by certain partners in the European Union—well, let's just say some folks in Europe—are essentially a confiscation of Russian investment. I guess that's one way to look at it. It’s messy. Everything feels a bit heavy when you start pulling at those threads. Maybe it’s just me, but it feels like we're always one step away from a massive shift in how these big players handle their business. Just food for thought, I suppose.

Anyway, thanks for putting in the work, man. I really appreciate it. At least now we can actually get the conversation moving. I'm sure other people will jump in with their own takes soon enough, and maybe then we'll all find some common ground.
Energy Policy Act in World ·
What even is this
Energy Policy Act
I can't really speak on it myself, but from what I gather, it’s all about the gas situation between Europe and Russia.
Putin is claiming that with this Energy Policy Act, Europe is just trying to nationalize Russian assets.
The word is Europe wants gas at a discount, while Russia supposedly wants to sell it at a premium.
If you guys could pull together more info on this, I guess it would be pretty useful for everyone.