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Russia-Ukraine War - News and Developments PART 2

From yesterday's Financial Times. Permanently disconnecting from Russian dependency.

Nothing implies commitment to that new energy supply than investing in infrastructure (terminals) and ships.

This means Russian gas will be in less demand, and so China will pay less for what it can get through the pipeline.

Qataris and Koreans must be the luckiest people on this planet, till Renewables finally kick in at scale.


Industrials. Transport​


Shipbuilders take record LNG tanker orders​

Contracts for new vessels more than double in 2022 as gas demand continues to rise​


SHOTARO TANI AND OLIVER TELLING LONDON
SONG JUNG-A — SEOUL
Buoyant market: LNG tankers under construction at Daewoo Shipbuilding & Marine Engineering in Geoje, South Korea — SeongJoon Cho/Bloomberg
Shipbuilders enjoyed a record year for liquefied natural gas tanker contracts in 2022 — and they expect the boom to continue for some time as demand for the fuel rises.
Global orders for the specialist vessels reached 163 in 2022, data from Refinitiv show, more than double the previous year’s figure and the highest since 2011, the earliest data available.
As prices surge, big South Korean shipbuilders responsible for the bulk of the existing LNG tanker fleets told the Financial Times they expected a boost to their earnings despite high material costs weighing on margins.
But industry observers have warned that elevated steel prices, labour shortages and limits on construction capacity will constrain shipbuilders’ ability to capitalise on the rush for tankers.
“The LNG tanker boom is helping boost our profitability,” said Ka Samhyun, chief executive of Korea Shipbuilding & Offshore Engineering, the world’s largest shipbuilder and the holding company of Hyundai Heavy Industries. “We expect to post full-year profits in 2023,” he added, following two annual net losses.
He said the company expected the trend to “continue at least for the next two to three years, with more than 50 new LNG carriers likely to be ordered a year. Because of tougher environmental regulations, LNG is preferred to coal,” he added. “So demand for LNG tankers will remain firm.”
Daewoo Shipbuilding & Marine Engineering and Samsung Heavy Industries, which both reported net losses in 2021, also said they expected to notch up profits this year. But Daewoo said high steel prices were “eating into our earnings”, while Samsung said it was in talks with steelmakers “to lower the prices”.
Analysts said the large number of global orders were tied to Qatar’s expansion of its North Field project, a plan to increase the Gulf state’s LNG export capacity from 77mn tonnes a year now to 126mn tonnes by 2027. The International Gas Union estimates that the North Field project alone will need about 150 LNG carriers.
“It is a simple case of supply and demand. [There is] an unprecedented amount of demand coming into the market in a relatively short amount of time,” said Andrew Selby Bennett, head of LNG at shipbroker Braemar. The Qatar orders, he added, were “a once-in-a-lifetime event”.
The majority of 2022’s LNG tanker orders are expected to be delivered by the end of 2026.
Demand for LNG is surging around the globe, with Europe rushing to find alternatives to piped natural gas from Russia in response to the invasion of Ukraine, while developing nations in regions such as Asia try to transition from coal to less polluting natural gas.
To meet demand, LNG projects are being expanded, particularly in the US, now the largest LNG supplier to Europe.
While not expected to reach the same level as 2022, new orders for LNG tankers are likely to continue, said Kaushal Ramesh, head of LNG analytics at Rystad Energy. “Fundamentally, we are not done yet in terms of progressing US projects,” he said. “There will be more sales and purchase agreements announced, possibly through the next couple of years or so. The Qataris are not yet done with their new-build programme for the expansion projects. All of them will need vessels.”
There were 641 LNG tankers, specialised vessels able to carry liquefied gas at -163C, in operation worldwide as of April, IGU data show. Vessels made by Korean shipbuilders accounted for 70 per cent of the total.
Korean shipbuilders also dominated the new orders in 2022, taking 105 orders. Shipbuilding capacity at the Korean companies is full for the next three years. Labour shortage in the sector is leading to higher costs, which is also feeding through to tanker prices.
The average cost of an LNG tanker rose to $250mn in 2022, from $200mn in 2021, industry experts say.
Selby Bennett warned that the benefit of the surging orders for shipbuilders could be “quite marginal”.
“LNG carriers are some of the biggest ships in the world by nature. And they are highly specialised ships and they need specialised personnel. There are just not enough people, experts and space to build this volume of ships.”
The limits on capacity faced by Korean shipyards have driven “a flight towards Chinese shipyards”, said Rystad’s Ramesh. China only had 11 order contracts in 2021 but the number swelled to 57 in 2022, according to Refinitiv data.
Chinese LNG tankers could be $20mn to $30mn cheaper than the Korean vessels, according to Ramesh.
“Some customers seem to be placing orders with Chinese shipyards as they want to get LNG tankers delivered earlier,” said Daewoo Shipbuilding & Marine Engineering.
“They seem to have no other choice as our order books are nearly full.
“We are not that worried about the immediate impact on our competitiveness but the Chinese will soon gain more experience and knowhow and improve their technology as they build more LNG carriers, even for domestic customers,” it added. “Then, our technology gap with them will narrow in the long term.”
‘There are just not enough people, experts and space to build this volume of ships’


Me buying asian food to try making a ramen and cook it on my gas stove like always :disagree:
British women finally started doing what Russian women have been known to do in Britain. You guys in England must be really lucky.....

This is truly the mark of anti-christ when flesh is sold for heating and streaming video right?
 
This is why the desperation for N. Korean artillery: ain't much left. But as some have said on this forum, this is Putin's success

Russian artillery fire down nearly 75%, US officials say, in latest sign of struggles for Moscow​





Updated 12:43 PM EST, Tue January 10, 2023





Ukrainian artillerymen fire at a position on the front line near the town of Bakhmut, in eastern Ukraine's Donetsk region, on October 31, 2022's Donetsk region, on October 31, 2022


Ukrainian artillerymen fire at a position on the front line near the town of Bakhmut, in eastern Ukraine's Donetsk region, on October 31, 2022
Dimitar Dilkoff/AFP/Getty Images

Washington CNN —

As Russia’s invasion of Ukraine enters its 11th month, US and Ukrainian officials tell CNN that Russia’s artillery fire is down dramatically from its wartime high, in some places by as much as 75%.

US and Ukrainian officials don’t yet have a clear or singular explanation. Russia may be rationing artillery rounds due to low supplies, or it could be part of a broader reassessment of tactics in the face of successful Ukrainian offenses.

Either way, the striking decline in artillery fire is further evidence of Russia’s increasingly weak position on the battlefield nearly a year into its invasion, US and Ukrainian officials told CNN. It also comes as Ukraine is enjoying increased military support from its western allies, with the US and Germany announcing last week that they will be providing Ukrainian forces for the first time with armored fighting vehicles, as well as another Patriot Defense missile battery that will help protect its skies.

Russian President Vladimir Putin, meanwhile, is apparently clambering to shore up domestic political support, US intelligence officials believe, for a war he initially would only describe as a limited “special military operation.”

US officials believe the 36-hour ceasefire Putin ordered in Ukraine last week to allow for the observance of Orthodox Christmas was an attempt to pander to Russia’s extensive Christian population, two people familiar with the intelligence told CNN, as well as an opportunity for Putin to blame Ukrainians for breaking it and paint them as heretical heathens.

‘The bucket is getting smaller’​


Much of the domestic opposition Putin and his generals have faced over the handling of the war has come from one of the Russian leader’s closest allies: Yevgeny Prigozhin, the head of the mercenary organization Wagner Group. Prigozhin has complained that the Russian Ministry of Defense has botched the war effort, and that Wagner Group should be given more equipment, authority and autonomy to carry out operations in Ukraine.

But Wagner Group has lost thousands of fighters in Ukraine the last two months alone, a senior US official said.


Another bullshit claim that Russians are running out of weapons. This ridiculous claim is repeated in West's mouthpieces such as CNN and other propaganda outlets. Frankly, they can say anything and they know it makes no sense.
 
From a muslim point of view, Both Russia and the West occupy Muslims lands and are causing grief for muslims.

List of Muslim lands held by russia:
Caucases. Southern Russia near Black Sea, Tatar areas, Karabakh, Various occupations in Central Asia.
Land area = Very very very large land area. maybe 4,000,000 sq/km

List of Muslims lands held by west:
Israel. West Bank, Gaza. Spanish exclaves in Africa (Melilia & Ceuta).
Land area = 21,000 sq/km (42% of Dagestan)

So a prudent strategy would be to see russia fail and take back what's possible.
This would be the prudent logical view. But it discounts the fact that there people who while they don'trlike Putin but really are against the west exceptionalism/power/prosperity. Even though some of them on this forum actually live there.

So its more about dislike towards west exceptionalism that guides the idiotic comments up to the anti-christ.....

Why Khomeini or MBS or Saddam could not be the anti-christ its because obviusly anti-christ won't have a beard or facial hair.
 

The U.S. is considering sending Stryker armored combat vehicles to Ukraine in an upcoming aid package to help Kyiv fend off an expected Russian spring offensive, according to two people familiar with the discussion.

The news follows the Biden administration’s announcement last week that it will send 50 Bradley Fighting Vehicles, a powerful tracked armored vehicle that carries an autocannon, a machine gun and TOW missiles.

#PrayForRussia

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So the pro-trump part of congress is not coming to Putin's rescue? Come on many were counting on it.
 
ALso CANNOT formally join NATO with its territory (East Ukraine) occupied by Russia.

Ukraine only keeps getting fukd harder and harder...but its ok , thats what Ukrainian govt ordered.

Russians do what they do best. Die as fodder for the Tsar.

Too bad many more need to die before they actually oppose the war

NO, this is what you meant to say, and i agree with this:
Ukranians do what they do best. Die as fodder for NATO.

Too bad many more need to die before they actually oppose the war

Wait , so Russia is sending prisoners to Ukraine? Wow.....can only imagine the atrocities those prisoners have been committing against the people of Ukraine.
atrocities...or actually good performance against an apparently "professional"UKranian army?

ITs amazing tbh that "prisoners" can "meat grind" Ukraine's "experienced" army in Bakhmut when they arent even professional soldiers? wow- Ukranian army is BAD.
For them to start using prisoners shows how much Russia is getting desperate . Lol
desperate to not lose their best soldiers early in the war....a cost Ukraine is paying now for not being smart about either. Ukraine cant make it to end of the year like this without NATO help or putting up the white surrender flag....rate of losses on front line is now unsustainable.
 
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too little too late - Ukrainian military is losing Bakhmut and Soledar quicker than anyone expected -fact!

Ukraine's military logistics backend is obviously fukd up- war is logistics- if your logistics breaks down, you lose the war.
Faster than anyone expected: 'ANYONE' expected 4 years. They will take over 6 months from now so thats a year since they started. That can be a definition of faster than anyone expected in Putin world.

In real world, 'faster than anyone expected' is Russians try take over Kiev and get pushed back and lose Kherson within months.

Another bullshit claim that Russians are running out of weapons. This ridiculous claim is repeated in West's mouthpieces such as CNN and other propaganda outlets. Frankly, they can say anything and they know it makes no sense.
Its about as BS as the twitter feeds you are constantly posting that if 1/100th of it was true, Wagner would be in Kiev. So don't post unsubstantiated BS if you can't tolerate counter view.
 
Ukraine knows Bakhmut can not fall at all and Russia knows they to capture Bakhmut at any cost.

It’s a Verdun for both A nasty meat grinder
As of right now, RUssian army will "COLLECT" Bakhmut soon, like an analyst said already on twitter, "Soledar and Bakhmut are already lost, its only a matter of time,,"..I fully agree!

It seems Ukrainian army's main defense line on the east Ukraine front will crack soon....and this is only January!
 
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As of right now, RUssian army will "COLLECT Bakhmut soon, like an analyst said already on twitter, "Soledar and Bakhmut are already lost, its only a matter of time,,"..fully agreed!

It seems Ukrainian army's main defense line on the east Ukraine front will crack soon....and this is only January!

Some say on here it has no strategic meaning? Bakhmut is a gateway to Kramatorsk and Slovyansk. Has many roads going in all directions. Bakhmut is very critical..junction that’s why Ukraine is defending it with their best artillery brigade.
 
Interesting. Reading a not so confirmed report yesterday that the Swede are sending this in their next Aid Package to Ukraine


The Swede was debating whether or not send the Archer Artillery System to Ukraine, and the report was done in Oct last year saying Sweden CAN send 12 archer system to Ukraine as part of aid package and in this Article they are saying Sweden WILL send them with the next aid package.


Archer is EXTREMELY MOBILE system, as the demo show, the system is entirely self contained and they could fire 3 rounds and evade before the 1st round hit the target at max range (55 km). 12 of these would mean 36 rounds will impact on the Russian when the system already moved on.

It would be great for Ukraine if this is indeed true.
 
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