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alephnerd11/04/20251 replyview on HN

1. A significant portion of that ONG infrastructure is in the Russian Far East - especially those that are furnishing the Asian market

2. Japanese, Chinese, Indian, and South Korean companies and SOEs all have significant stakes and investments in Russia's ONG infrastructure, such as Sakhalin-I (Japan's Mitsui Group and India's ONGC), Sakhalin-II (Korea's KOGAS and Japan's Tohoku Electric), and Power of Siberia (China's CNPC), so any attack on Japanese, Chinese, Indian, or Korean ONG infrastructure in Russia is viewed as a red line by these countries.

3. Saudi Arabia remains a competitor against Shale, and would continue it's price war against American Shale.


Replies

actionfromafar11/05/2025

Practically, Ukraine can’t reach that infrastructure anyway. Making western Russia an oil free zone will probably suffice.

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