Скачать или смотреть EU Energy Blackmail? Russian Pipeline Shutdown Triggers Sanctions Veto War

The last major Russian crude pipeline into the European Union is offline — and duration now determines who holds the leverage. A single drone strike on January 27 has frozen Druzhba’s southern branch, cut oil to Hungary and Slovakia, and triggered an EU political crisis tied to a €90 billion Ukraine aid veto. This is no longer a supply disruption — it’s infrastructure warfare meeting sanctions politics.

Today’s Deep Dive Covers:
-What the Druzhba pipeline actually is — and why it still matters in 2026
-How a Shahed drone strike at Brody halted 300–400 kbpd of Russian Urals crude
-Why Hungary and Slovakia depend on Druzhba for 60–70% of refinery feedstock
-The 60-day inflection point that converts refinery stress into political leverage
-How Orbán’s veto on a €90B EU loan ties directly to the pipeline freeze
-Croatia’s Adria/JANAF rerouting capacity and diversification economics
-Brent and diesel crack scenarios if flows remain offline into Q2

Why This Matters:
-Central European diesel prices could spike 8–15% if the outage persists
-EU sanctions cohesion is being stress-tested by energy dependency
-Duration decides whether this is a tactical outage — or a structural shift in European oil flows

Read the full deep dive at:
geopoliticsunplugged.com

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