Ukraine Cripples Russia’s Energy Exports #shorts

Zeihan on Geopolitics
Zeihan on GeopoliticsMar 25, 2026

Why It Matters

The attacks shave off up to 4% of global LPG and over a million barrels of oil daily, tightening supplies, raising prices, and highlighting Ukraine’s expanding capability to cripple Russian energy exports.

Key Takeaways

  • Ukrainian drones hit Luga, destroying 3‑4% global LPG output.
  • Additional attacks knocked 30% of Persian Gulf LPG offline permanently.
  • Luga oil export loss equals roughly 750,000 barrels daily.
  • Promorsky refinery outage removes 1‑1.2 million barrels per day.
  • Continued drone strikes could cripple Baltic pipeline network permanently.

Summary

The video reports a series of Ukrainian drone strikes targeting Russia’s energy export infrastructure, most notably the Luga processing plant that handles about three to four percent of the world’s liquefied petroleum gases (LPG).

According to the narrator, the Luga facility is now on fire and may be completely destroyed, adding to a pre‑existing 30 % outage of Persian Gulf LPG capacity that is unlikely to recover. The attacks have also knocked out roughly 750,000 barrels per day from the Luga oil export terminal and 1‑1.2 million barrels per day from the Promorsky refinery.

The commentator warns that “there is no reason for the Ukrainians to not continue” and notes that Russian air defenses in the region are insufficient against longer‑range drones equipped with heavier warheads, which could “devastate this entire industrial region.” He predicts the Baltic pipeline network will be shut down permanently.

If these losses persist, global LPG supplies could tighten, oil prices may rise, and Europe’s alternative energy routes could be further strained, underscoring Ukraine’s growing ability to disrupt Russian energy logistics and reshaping the geopolitical energy balance.

Original Description

Doubling down on its strikes in the Baltic, Ukraine has launched an even more impressive and successful strike on Ust-Luga and other export facilities.
Full analysis available exclusively for Analyst Tier members on Patreon.com/PeterZeihan
#drone #energy #balticsea #russiaukrainewar

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