Earlier quoted context omitted.
Still doesn't make sense. NS2 was held offline by Germany and could easily have had technical difficulties as well if that were to change. NS1 could have been left offline pretty much indefinitely without serious attempts at such contractual plays, because this sort of thing would of course have ended any chance of future Russian deliveries. Besides, there isn't much left that sanctions don't already target. However,…
Stop thinking that Russia is doing what's good for Russia . Because it's not what's happening: Putin is ordering Russia, to do whats either good for Putin , or just what Putin wants. And what's good for Putin right now is not having an easy source of income for someone to distribute to his keys to power in exchange for supporting a coup (plus side-benefits like all the people leaping to blame the US).
Gas Leak in the Baltic Sea
821–830 of 1001 posts
Re: Gas Leak in the Baltic Sea
#822To me, the most fascinating thing about this is the complete and utter uncertainty. Who is responsible, USA? Russia? Ukraine? Poland? Terrorists? No one? You'd think that in the 21st century, a piece of infrastructure getting blown up during a war, between two clearly defined sides, there wouldn't be nearly as much mystery surrounding the events.
> between two clearly defined sides One should note: "between two clearly defined sides" but also with a few dozen other factions supporting one side or the other as a proxy war and negotiating with one side or the other to attempt to manipulate food and energy supply chains on a global scale.
Re: Gas Leak in the Baltic Sea
#823Might be shocking to some, but not all of Russia is one people. There are multiple interests there among country's leaders. And one such interest: to get rid off Putin's regime quickly. One way of doing this is to prevent any notion of "restorable" economic relationships with Europe under Putin. Without Gas, who needs Putin's Russia... A prediction: we will see more of such actions in the coming months, leading to th…
Re: Gas Leak in the Baltic Sea
#824The most plain explanation is that this was simply a warning message from Russia. These two pipelines have no longer any value to them, nor to EU. However, what does have value are the numerous pipelines from Norway and other countries to EU. And this is where the real treat is. Russia has now shown it is willing to blow up infrastructure outside Ukraine. Russia is known to have carefully mapped out the gas pipelines…
The economics of the warning don't make sense. Why destroy billions of dollars, 10 years of construction, and hundreds of miles of Russian investment for a warning? That's stupid, and Putin isn't stupid, at all. Dogshit take.
Also, there's two assumptions here. First that they've destroyed the whole project. What's your source on the repair costs in order to justify that position?
Another assumption you've made is that NS2 isn't a sunk cost for Russia. That's an unjustified assumption given the recent consequences of Russia's energy war on Europe.
Re: Gas Leak in the Baltic Sea
#825The most plain explanation is that this was simply a warning message from Russia. These two pipelines have no longer any value to them, nor to EU. However, what does have value are the numerous pipelines from Norway and other countries to EU. And this is where the real treat is. Russia has now shown it is willing to blow up infrastructure outside Ukraine. Russia is known to have carefully mapped out the gas pipelines…
Russia could send a warning message by shutting off the gas. What is the need to blow it up and reduce future choices?
Re: Gas Leak in the Baltic Sea
#826I read talks of sabotage but I struggle to understand the point, surely russia wouldn’t sabotage their own pipelines (they can just shut them) and I understand they are not in use right now. In fact doesn’t that mean that the pipeline will be flooded? Is that recoverable?
Russia has probably been in a civil war for quite a while now, a backroom civil war of the elites with the TV-controlled masses completely uninvolved. Think of all those mysterious hospital windows falls... gas pipeline sabotage fits right in.
Re: Gas Leak in the Baltic Sea
#827Putina (being the current Russian state) isn't going to personally profit from those pipelines short term, so use them as a weapon (all his other ones are evidently shite, or phantom spreadsheet entries). Now EU citizens can see Gas just pissing away in the sea AND at its transmission point (flaring) nightly on TV (TV has special power for him). While they stare directly into the face of a Ned Stark worthy Winter, cold, hungry and dumbfounded as tons of long reliable jobs are furloughed because its too expensive to make things on account of Energy decisions made decades ago.
So, now an easily forgotten, mediocre KGB operative, dulled by Dresden and steeled by the hard realities of life in Leningrad (changed back to Saint Petersburg by the time he skulked back from Dresden) put all his chips on the table, didn't know they were counterfeit, and now is doing whatever he can to change the outcome. Just like a former KGB flame-out with heavy gangster influence would.
I can't see a path of sane negotiation or de-escalation here while he's in play. Any weakening of EU/NATO stance is going to allow cash infusion that quiets Oligarchs (any left alive) and everyone else in the gov't line of embezzlement, while emboldening Putina.
The most tragic (and thusly, Russian) aspect is that he's trying to channel Stalin (in a positive way?) and be that Man of Steel - even using Nazi's as a prop - and just becoming the very boogie man he heard in every story as a wee lad from a nation of people traumatized by the deaths of TWENTY MILLON Soviet citizens. This of course follows not only after, but because of, the un-hinged purging they both initiated on their own, for completely and yet complimentary, paranoid delusions.
Re: Gas Leak in the Baltic Sea
#828Earlier quoted context omitted.
Like on any crime scene, who profits from the crime? Well, a few things first: 1- NS1 along NS2 are (were) shutdown and clearly these were not going to re-open, not before the end of the war - not politically acceptable for Putin, even less for Germany 2- The war is going to last for many more months (best case scenario) or a year or two or ... No matter how long it will really last, Europe, after having survived Win…
There is also China and maybe India. With the pipeline gone for good, Russia has to sell to them. No other market. But all this speculation depends on how damaged the pipeline is. I haven't seen any info on how long a repair would take.
As for timelines, the media is saying several months, if not years.
Re: Gas Leak in the Baltic Sea
#829Earlier quoted context omitted.
Why not? If it is stopped by the Russian order, Russians violated the contract. If it is stopped because unknown terrorists blew up the pipeline, it's force majeure, Gazprom is in the clear. Also, they have one more pipeline left. Which they are also threatening to - guess what? - shut down. https://www-moscowtimes-ru.translate.goog/2022/09/27/gazprom... Doesn't make sense for it to be Russia? Or does it now?
Still doesn't make sense. NS2 was held offline by Germany and could easily have had technical difficulties as well if that were to change. NS1 could have been left offline pretty much indefinitely without serious attempts at such contractual plays, because this sort of thing would of course have ended any chance of future Russian deliveries. Besides, there isn't much left that sanctions don't already target. However,…
Frozen Russian assets, AFAIK, for now remain frozen. They could be un-frozen and directed to other owners. There's pretty much zero political risk towards Russia - nobody cares what they think anymore - but there's a problem that the Western legal system isn't really happy with just taking somebody's property because you hate them, and establishing such precedent might not be politically good. But if you have some good reason - e.g. voluntary violation of contracts - then it's different business.
> as a bargaining chip to get Germany to desert Ukraine
Germany didn't really "sert" Ukraine that much. They just recently declared they won't - on the 8th month of war, when Russia is mobilizing its reserves - give Ukraine any tanks because it's too hard for Ukrainians to operate them and it'd take too long to teach them. I mean, they are giving some things, but way below their capabilities and try to slow-walk it a lot. Of course, they could stop completely, but that'd probably be political suicide for whoever is in control. "Work as much as you have to not be fired, but not even a little more" is the strategy here. Would it be ever non-suicidal for German government to openly cave to Russians (with the full knowledge that from now on and forever, they are Russia's bitch)? I don't think so.
> Germany will absolutely have to double down on LNG and renewables and restructure its industry,
They really don't have much choice here, if they're not going the "Russia's bitch" road. The war is not really done, and it's not going well for Putin, so he'll squeeze anything that can be squeezed. He's cashing in (did I mention the mobilization?). There's no long term soft influence plan anymore - there's the fire sale plan now. If Germany does not capitulate - and I don't think Germans are inclined to - Russia will squeeze them and they'd have to find the alternative.
Re: Gas Leak in the Baltic Sea
#830Earlier quoted context omitted.
This makes no sense. Without the gas, Russia loses leverage and there would be no dependence of Russian hydrocarbons. Germany always could buy more expensive gas from Ukraine and USA, and now they have no other choice.
The whole war makes no sense. Putin had lost his senses. 1. Putin seriously cite Dugin[1]. Putin acts like he believes this bullshit. 2. There was a lot of people who on different occasions told "Putin wouldn't do that, it would make no sense", so then Putin could prove them wrong later by doing it. This war is one of examples of that kind. Or MH17: why to hit a plane with a missile? There was no sense in it. But it…
What makes little sense is then blowing up the pipeline. Russia were already not selling gas, why would they take the extra step of blowing up the pipeline? That removes it as possible leverage for future negotiations.
And if you have the capability to blow up pipelines, why not blow up all the other pipelines transporting gas from Scandinavia to the rest of the EU? Make Nordstream the only option.
It actually makes more sense for Germany or one of their allies to have blown up Nordstream, to remove the temptation to for Germany to open it back up in the middle of winter when they are suffering massive gas shortages.