RUSSIA24 — Vesti
20261012 070000 UTC
816 transcript segments
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Machine transcription. Treat it as a searchable index of what was broadcast, not a verbatim quotation record.

[00:00:07] We continue the morning news broadcast, and next, a brief summary of the
[00:00:10] main points.
[00:00:15] The Ministry of Defense reported strikes on targets deep within the Ukrainian Armed Forces' rear.
[00:00:19] A vessel carrying military cargo to Odesa was hit in the Black Sea.
[00:00:23] In the Odesa and Dnipropetrovsk regions, four
[00:00:26] locomotives became targets. The enemy used them for their own purposes.
[00:00:30] Ukrainian media also report explosions at
[00:00:33] new post warehouses in Mykolaiv and at a test site in the city of
[00:00:37] Pesochnya, Kharkiv
[00:00:38] region.
[00:00:41] In Russia, the number of children who commit terrorist crimes has doubled in a year.
[00:00:44] This was reported by the Investigative Committee. They noted that
[00:00:48] the special services of the Kyiv regime find children in online games, closed
[00:00:51] groups, anonymous chats, promising easy income
[00:00:55] and the opportunity to escape
[00:00:58] punishment.
[00:01:02] One person died and more than ten were injured as a result of a new Houthi attack
[00:01:06] on the airport in Riyadh. This was reported by Reuters. The
[00:01:09] Yemeni movement stated that they also struck
[00:01:12] an oil refinery and a gas station in Saudi
[00:01:15] Arabia. The Houthis emphasized that Riyadh, in turn, carried out over 100 strikes
[00:01:19] on the territory of Yemen
[00:01:21] within 24 hours.
[00:01:26] Prices for diesel in the US fell by almost 5%.
[00:01:34] to 500 in November, a million in December, and in
[00:01:38] the future 3 million per month. Following the US,
[00:01:41] diesel fuel prices began to fall in
[00:01:44] Europe.
[00:01:48] A new series of explosions in Ukraine. The Ministry of Defense reported that a vessel
[00:01:51] with military cargo for the Ukrainian Armed Forces was hit in the Black Sea on its way to Odesa.
[00:01:55] In the Odesa and Dnipropetrovsk regions, four
[00:01:58] locomotives that the enemy used for their own purposes were hit.
[00:02:02] In addition, in the past hours it became known about an explosion at new
[00:02:06] post warehouses in Mykolaiv. According to available information, weapons
[00:02:09] were stored there. Local internet groups are publishing photos and videos from
[00:02:13] the scene. A fire broke out. In addition, explosions thundered in the
[00:02:17] Kharkiv region, Ukrainian publications stated that a test site was burning in the city of
[00:02:20] Pesochnya. And in Kyiv, this night for several districts passed in
[00:02:24] complete darkness due to emergency power
[00:02:27] outages.
[00:02:30] The Southern District Military Court passed a sentence on a father and daughter for
[00:02:33] treason, as reported by the FSB, they, on their own initiative, contacted
[00:02:37] a Ukrainian terrorist organization and began to transfer
[00:02:41] information about military personnel and Ministry of Defense facilities in the Krasnodar
[00:02:44] Territory. Both were detained in Sochi while attempting to leave the country.
[00:02:48] The father was sentenced to 18 years, the daughter was sentenced to seven years of
[00:02:52] imprisonment.
[00:02:55] As a result of the operational-search
[00:02:57] measures carried out by officers of the
[00:03:01] Russian FSB, it was established that the father and daughter
[00:03:03] voluntarily made contact via a messenger with a representative
[00:03:07] of a Ukrainian terrorist organization who was recruiting
[00:03:09] volunteers into the ranks of paramilitary units of the
[00:03:12] Ukrainian Armed Forces. Having received the necessary instructions from
[00:03:15] their handler, the criminals engaged in accomplice
[00:03:19] activities in the interests of the enemy, collecting
[00:03:21] and transmitting information to the Ukrainian side regarding
[00:03:25] active military personnel and facilities of the
[00:03:28] Armed Forces of the Russian Federation,
[00:03:30] and also planned to travel to Ukraine to participate in hostilities
[00:03:33] against
[00:03:34] Russia.
[00:03:39] The number of children in Russia who commit terrorist crimes
[00:03:43] has doubled. The Investigative Committee provided information for
[00:03:46] the first 6 months of this year, and at the same time revealed
[00:03:50] the methods by which the special services of the Kyiv regime recruit
[00:03:53] teenagers. The methods are largely similar to the actions of international
[00:03:56] terrorists. All the details are with Viktoria Talberg.
[00:04:01] In these frames, the detention of a Ukrainian agent in Dagestan, behind
[00:04:05] him are 15 crimes in ten regions of the country, recruitment,
[00:04:08] organization of terrorist attacks, creation of improvised explosive devices,
[00:04:11] a list like a hardened recidivist, only this entire
[00:04:15] criminal network was created by a minor with
[00:04:18] the help of, and at the direction of, Ukrainian special services. At the time of
[00:04:22] his arrest, the radical had an account with an audience of 200,000
[00:04:25] subscribers. He was supervised
[00:04:29] by agents. employees of the SBU, they
[00:04:32] helped us, allocated funds, this is already the detention of
[00:04:36] a group of teenagers who participated in the organization of a series of terrorist attacks to
[00:04:39] kill the leaders of Roskomnadzor. The room of one
[00:04:42] of the detainees is more like a militant's hideout,
[00:04:46] a grenade, a Makarov pistol, a kilogram of explosives,
[00:04:49] neo-Nazi symbols and symbols of Ukrainian
[00:04:52] paramilitary formations. In total, seven people
[00:04:56] from four regions of the country participated in the preparation, and the
[00:04:59] command and control center was located in Kyiv in March
[00:05:02] 2026, she joined a chat
[00:05:06] where she offered her help in making
[00:05:08] leaflets, I was made an administrator
[00:05:13] in a group where an attempt was being prepared on the deputy
[00:05:15] head of Roskomnadzor. Today, for Ukrainian special services,
[00:05:19] the information field is like a mirrored labyrinth, in which
[00:05:22] every reflection distorts reality, and algorithms
[00:05:25] subtly push towards the desired turns, in
[00:05:28] such a chaos of data it is very easy to get lost, even
[00:05:32] easier to believe that you have chosen the only correct
[00:05:35] path. Attacks on police officers, arson of gas stations and
[00:05:39] relay cabinets, blackmail, illegal possession of weapons, and
[00:05:42] cybercrimes, all this is committed by the hands of
[00:05:46] children. Statistics show that the number of
[00:05:49] minors aged 14 to 18
[00:05:53] years who committed crimes or became their
[00:05:56] accomplices, compared to the past eight
[00:06:00] months of last year, increased by
[00:06:02] 12.3%.
[00:06:05] Crime map from St. Petersburg to Kuzbass, some Russian children
[00:06:09] have become weapons in the hands of Ukrainian special services, and cynically.
[00:07:12] Ukrainian special services actively use a triad of tactics: money, game, fear
[00:07:16] to recruit teenagers, most often in an attempt to earn
[00:07:20] quick money. I met a guy,
[00:07:23] he offered me a job, said, here is 150 a month, there is nothing
[00:07:26] difficult, you just need to sit here in the apartment,
[00:07:30] monitor the equipment,
[00:07:32] change the SIM cards. Manipulation
[00:07:36] works like a ladder, from a small step to a serious
[00:07:40] crime. The initial scheme
[00:07:43] includes giving
[00:07:46] some simple assignments: take a photo of something,
[00:07:49] deliver something, when they are convinced of his executive ability
[00:07:52] and that this person fully
[00:07:56] complies with those illegal instructions, among others,
[00:07:59] that the curator assigns to him, accordingly they give the specified
[00:08:03] person a task, for example,
[00:08:06] to set fire to a gas station, blow up a relay
[00:08:10] cabinet, this is already a crime for which one can receive
[00:08:13] serious sentences. What recruiters present as a children's
[00:08:16] quest or easy money, the criminal code interprets as
[00:08:20] sabotage, terrorism, or complicity, and
[00:08:23] one will have to answer as an adult. They
[00:08:26] explain that setting fire to a relay cabinet is a minor
[00:08:30] hooliganism, you won't even be held accountable or property damage,
[00:08:34] but this is not true. Arson of a relay cabinet
[00:08:37] can lead to a train derailing,
[00:08:40] death of people.
[00:09:12] cartoons, which, as I already said, tell you how not to become
[00:09:16] a victim of scammers, and for high school students we
[00:09:19] show specially filmed videos, they are based on
[00:09:23] real events, popular bloggers are invited to schools and
[00:09:26] colleges who, in a dialogue format, speak with children in their own
[00:09:30] language, the problem, well, it is covered in the media, but in
[00:09:33] some internet field, it seems to be only in the news, already
[00:09:37] happened, already a disaster, but not about prevention,
[00:09:40] now in Russia a large-scale ...
[00:09:44] students and parents are clearly explained how to recognize manipulation,
[00:09:47] blackmail and false promises, also in the regions the film by
[00:09:51] VGTRK journalist Andrey Medvedev "Betrayal" is shown, according to him, the fate
[00:09:54] of children primarily depends precisely on parental
[00:09:58] responsibility, it's not just about children, but also about
[00:10:01] adults,
[00:10:03] who
[00:10:07] somehow need to understand for themselves what
[00:10:11] information hygiene is. What is digital hygiene, after all,
[00:10:14] remember, yes, where they live, what kind of country, we are
[00:10:18] here, we are on the edge, no, guys, the house on the edge burns first, today
[00:10:22] raising children is also a line of defense, if parents.
[00:10:39] more than 40 organizations have already connected
[00:10:42] to the AI training service from the Ministry of Defense. They are necessary,
[00:10:46] among other things, for integration into combat unmanned systems. And
[00:10:49] we move on to other topics. In the Dobropolsky
[00:10:52] direction, Russian military personnel are hitting targets.
[00:11:51] with an increased charge goes towards the target.
[00:11:55] We detected enemy equipment, escorted
[00:11:59] it to the point, most likely there was an enemy point there too,
[00:12:02] we were given the command to use
[00:12:05] it, we took off and flew and used it successfully,
[00:12:09] aerial reconnaissance of the center controls all approaches to the defensive lines of
[00:12:12] Ukrainian Armed Forces militants, here on the road at high speed an enemy
[00:12:16] pickup truck with ammunition is moving, accordingly, FPV drones will fly there,
[00:12:20] the range of drones is large, we have supercams,
[00:12:23] we have KVO.
[00:12:55] we reach the target, the shell of our axe
[00:12:59] goes, here the cumulative shell
[00:13:02] hits armored vehicles, it can
[00:13:05] hit buildings,
[00:13:07] fortified strongholds, armored vehicles, drones of all
[00:13:11] types, entrenched
[00:13:22] so from October 15, mobile operators can start blocking
[00:13:25] mass calls from banks if they violate legislative requirements, Kommersant
[00:13:29] writes today.
[00:13:32] Ukraine has become a concentration camp led by Zelensky and a coalition of
[00:13:36] those willing, said State Duma Chairman Vyacheslav Volodin. In his
[00:13:40] Telegram channel, he wrote that the collective West does not
[00:13:43] need an independent Ukraine, its residents are just cannon
[00:13:47] fodder. Volodin emphasized that Europe is doing everything to maintain
[00:13:51] its influence, and it is for this reason that it supplies Kyiv with shells
[00:13:55] and weapons. Budapest is not going to provide
[00:13:59] military assistance to Kyiv and will not allow weapons to be transported to Ukraine
[00:14:02] through its territory. This was stated in an interview with a Finnish publication
[00:14:06] by the Prime Minister of Hungary. Péter Magyar also
[00:14:09] stressed that the Kyiv regime must respect the rights of the Hungarian
[00:14:13] minority in Transcarpathia. Already this week, the Prime Minister will be able to personally
[00:14:17] express his position to Zelensky at the EU summit in
[00:14:20] Brussels.
[00:14:23] The US threatens to cease.
[00:14:33] According to the publication, Washington officials are currently holding consultations with colleagues in
[00:14:37] Europe. Meanwhile, the central topic of world media remains
[00:14:40] President Trump's proposal to change the leader in Ukraine. What
[00:14:44] it says, Shamkhalova found out. Trump's statement
[00:14:48] that Ukraine should change its leader, who can finally
[00:14:51] bring the country to a peaceful agreement, caused a stir in Europe.
[00:14:55] In order to at least somewhat reduce the tension and panic in Kyiv, the head of
[00:14:58] the European Commission even promised additional aid.
[00:15:02] Ukraine will be a priority topic for the European Council this
[00:15:05] week. We will discuss its financing needs for the next year and
[00:15:09] how to mobilize new global support for Kyiv. This week,
[00:15:12] the EU will also provide further funding for the purchase of
[00:15:15] drones and missiles to strengthen Ukraine's defense and protect
[00:15:19] its skies. But some European politicians believe that
[00:15:22] Brussels is simply not interested in peace in Ukraine, and it is for this
[00:15:26] reason that they continue to whip up military hysteria there. Judging by
[00:15:30] the statements of European bureaucrats, they will continue to
[00:15:33] beat the drums of war, completely unable to
[00:15:36] satisfy the needs of peace, and not only in words, they
[00:15:39] will probably increase the supply of missiles and weapons to continue
[00:15:43] the killing, peace is not their goal, war has become their
[00:15:46] mission. Now this thesis that Ukraine needs a new
[00:15:49] president has already been picked up by all world media, the Chinese press briefly
[00:15:52] retold the essence of Trump's statements, that the current regime in
[00:15:56] Kyiv brings only problems to the Americans themselves, they write in Latin
[00:16:00] America. Trump stated that Zelensky wants to create problems for
[00:16:04] the whole world and for our farmers with his attacks. And here, as
[00:16:08] TASS writes, Trump is not just dissatisfied, but very angry at Zelensky because
[00:16:11] he always took US support for granted.
[00:16:15] And according to the Financial Times, the US
[00:16:18] president's administration even threatened to stop supplying weapons to
[00:16:22] Ukraine. The publication refers to unnamed European officials. According to them,
[00:16:25] American officials made a series of calls to the capitals of
[00:16:29] Europe, as well as Kyiv, on October 10 and 11.
[00:16:33] Sources of the publication said that Washington, in particular, allegedly
[00:16:36] threatened.
[00:17:08] Billionaire Elon Musk also agrees that the war has dragged on. In
[00:17:11] European media, he was immediately portrayed as pure
[00:17:14] evil.
[00:17:18] This video is distributed by the Austrian Social Democratic Party. Musk
[00:17:21] was portrayed as an associate of the United States and personally Trump in Europe.
[00:17:25] The billionaire allegedly helps Washington spread the desired agenda
[00:17:29] in the White House. At the same time, the Austrian media themselves are in
[00:17:32] decline against the backdrop of the economic crisis. The authorities cannot
[00:17:35] increase their
[00:17:43] were injured in a new Houthi attack on the airport in Riyadh. This was reported by
[00:17:47] Reuters. A projectile hit one of the terminals, where a fire
[00:17:51] broke out. The official representative of the Yemeni movement confirmed that
[00:17:54] the Houthis are striking with missiles and drones at
[00:17:57] airports and key energy facilities in Saudi Arabia. He
[00:18:01] added that Riyadh launched over 100 strikes on the territory of
[00:18:04] Yemen within 24 hours.
[00:18:09] Meanwhile, in the capital it's 10:17 and next, a brief summary of the
[00:18:12] main points.
[00:18:20] Russian troops launched strikes on a facility deep in the rear of the Ukrainian Armed Forces, a ship
[00:18:23] with military cargo was hit in the Black Sea. In the Odesa and Dnipropetrovsk regions,
[00:18:27] four locomotives were damaged. The enemy used them for their
[00:18:31] own purposes.
[00:18:35] In Russia, the number of children who commit
[00:18:38] terrorist crimes has doubled in a year, this was reported by the Investigative Committee,
[00:18:42] where they noted that the special services of the Kyiv regime find children in
[00:18:45] online games, in closed groups, anonymous
[00:18:47] chats.
[00:18:52] The US threatens to stop supplying weapons and intelligence data to Ukraine if
[00:18:56] Kyiv does not stop striking Russian energy facilities, the Financial Times
[00:19:00] writes. According to Trump, Zelensky wants to create problems for
[00:19:04] the whole world with his attacks, and for our farmers.
[00:19:09] Another tanker was blown up in the Strait of Hormuz, carrying 750 thousand
[00:19:12] barrels of Nefsi and attempting to pass along
[00:19:15] an unapproved route. In Tehran, they stated that all vessels without
[00:19:19] navigation are considered
[00:19:20] hostile.
[00:19:26] On world markets, diesel prices are falling, what caused it, we will tell you a little later,
[00:19:30] right after the
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[00:23:25] On world markets, diesel prices are falling, they are reacting to
[00:23:29] the agreements between Vladimir Putin and US President Donald
[00:23:33] Trump on resuming Russian exports of this type of fuel.
[00:23:36] Kirill Khovrin
[00:23:39] collected the figures and expert opinions.
[00:23:42] 300 thousand tons immediately to 500 in November, to millions in
[00:23:45] December and potentially up to 3 million per month. Russia, one of
[00:23:49] the key suppliers of diesel to the world market, is lifting the ban on the export of this type of
[00:23:52] fuel. This is in response to the US decision to remove its
[00:23:56] supplies from American sanctions. Steps aimed at
[00:23:59] stabilizing the global energy market made themselves known
[00:24:02] instantly. Diesel quotes on the Chicago Mercantile
[00:24:06] Exchange, after the agreements reached at the highest level, fell by almost
[00:24:10] 6%. As experts note, the agreement on
[00:24:13] exports allowed to curb speculative demand for fuel,
[00:24:16] the prices of which in the US have almost doubled over the past year.
[00:24:20] in Europe, where diesel fuel has also become a luxury item,
[00:24:24] and what else to call the price of 224 rubles per
[00:24:27] liter in our money, the cost of distillates also began to fall sharply
[00:24:31] from near record levels of 1,522 dollars per
[00:24:34] ton, by this morning quotes fell
[00:24:38] by more than 100 dollars. Historically, Russia
[00:24:41] produces more diesel than it consumes, in addition
[00:24:45] to that, the peak
[00:24:47] demand for one from the side has ended. So
[00:24:51] now seasonal factors rather allow
[00:24:55] Russia to increase supplies, including for export, I
[00:24:58] think that there will be
[00:25:01] no problems in the domestic diesel market,
[00:25:04] the situation is quite stable, so there will be enough diesel
[00:25:08] for export supplies, for supplies to the domestic
[00:25:12] market. Republican Congressman Brian Fitzpatrick
[00:25:14] opposed the decision, he announced the preparation of
[00:25:18] a bill that should... block the purchase of Russian
[00:25:21] oil products, parliamentarians believe that the law will be adopted by a majority
[00:25:25] vote, it turns out that they are in favor of
[00:25:28] maintaining high diesel prices in the domestic American
[00:25:31] market, and thus they may actually
[00:25:34] lose voters, rather than gain them, but they
[00:25:38] position themselves as some kind of fighters against Russia, saying that
[00:25:42] sanctions against Russia cannot be lifted and so on and so forth, but in
[00:25:45] practice Russian diesel would in any case go
[00:25:49] to export... only then it would be Brazil,
[00:25:52] Turkey, India and other states, not the United
[00:25:56] States, that is, the sanctions they are easing, for now it is simply
[00:26:00] permission to import diesel fuel from Russia into the territory of the United
[00:26:03] States. According to the US Energy Information Administration, the last
[00:26:07] time the states imported diesel fuel from Russia was in March
[00:26:10] 2022. According to a number of experts, the return of
[00:26:13] Russian fuel to Western markets could lead to a domino effect
[00:26:17] in the European Union. There, different countries will begin to look for ways to also
[00:26:21] purchase Russian energy, as the US does. Otherwise,
[00:26:25] as Slovak Prime Minister Robert Fico stated, Europe could face
[00:26:28] a situation where it would have to buy expensive American
[00:26:32] diesel, obtained from Russian oil. The EU itself cut its
[00:26:35] own production, following the ideas of the climate
[00:26:38] agenda.
[00:26:41] Europe paid much more attention to energy transition than
[00:26:45] to energy security. Oil refining capacity over
[00:26:49] 20 years decreased by 25%. Back
[00:26:52] in 2006, Europe had the capacity to
[00:26:56] refine about 17 million barrels per day.
[00:26:59] Now we only have 12 million. According
[00:27:03] to experts, the world today lacks Russian diesel volumes to return to the
[00:27:06] balanced level of 2025, then precisely
[00:27:10] the drop in Russian volumes became critical after the failure in
[00:27:13] the work of Middle Eastern refineries. However, at the same time, analysts call for
[00:27:17] not falling into euphoria. The overall course of Washington to contain Russia is not
[00:27:21] changed by the current agreement. Strategically,
[00:27:25] the United States of America wants to
[00:27:28] displace Russia as a reliable supplier from world
[00:27:31] markets. and to be almost the
[00:27:35] sole seller
[00:27:37] of hydrocarbons, but tactically
[00:27:40] this decision
[00:27:43] is necessary for the United States themselves, therefore
[00:27:46] a political decision was made to lift
[00:27:50] sanctions and for the US Treasury to issue
[00:27:53] a corresponding license for the
[00:27:56] supply of Russian diesel fuel. The temporary
[00:27:59] easing of restrictions on the supply of Russian diesel was a pragmatic
[00:28:03] step by Washington amid rising prices and fuel shortages. Will this
[00:28:06] agreement be the beginning of a more large-scale review of sanctions?
[00:28:09] We shall see.
[00:28:12] Now we'll take a short commercial break, then on Russia 24,
[00:28:16] the program "Fifth Studio."
[00:34:39] name is Yuri Bogdanov, today we are discussing energy agreements
[00:34:43] between Moscow and Washington. My latest statements, Trump's
[00:34:46] position regarding events in Ukraine and Zelensky
[00:34:50] personally. We will start with energy. We have an expert from the Financial University,
[00:34:54] leading analyst of the National Energy Security Fund, Igor
[00:34:57] Yashkov, on the line. Igor Valerievich, hello!
[00:34:59] Hello! Let's start with these agreements, how do you assess them
[00:35:03] from a political and economic point of view? Well, we
[00:35:07] see that the United States is actually the initiator of these agreements,
[00:35:10] they need this before the elections to strengthen
[00:35:14] the Republicans' positions, and Trump needs to show
[00:35:17] that he is trying in every possible way to reduce diesel prices in the US,
[00:35:21] that's why, by the way, we're talking about diesel, because it was the
[00:35:24] cost of diesel fuel that broke historical records, over six
[00:35:28] dollars, 6.5 dollars per gallon. Before
[00:35:31] the elections, which will be held on November 3rd, Trump needs to
[00:35:34] show that he is doing everything to lower prices, he
[00:35:37] cares about voters, even went for some agreements with Russia and
[00:35:41] even softens anti-Russian sanctions. Russia, in any case,
[00:35:45] would have started exporting diesel fuel, our domestic market
[00:35:48] consumption is decreasing, because agricultural work is ending, and
[00:35:52] in winter we consume significantly less diesel and gasoline than
[00:35:55] in summer, so the question arose even before the phone conversation
[00:35:59] between Vladimir Putin and Donald Trump, that perhaps we shouldn't even wait until the end
[00:36:03] of October and allow the export of diesel fuel, and therefore we
[00:36:06] would export it anyway, it would just go to
[00:36:10] Brazil, Turkey, India and other countries, let's say,
[00:36:14] of the global South. Here we can also get certain preferences,
[00:36:17] and in general, Russia was betting on being able to, so to speak, entice the United
[00:36:21] States into negotiations, offering economic benefits,
[00:36:25] let's trade, in return you must... lift
[00:36:28] sanctions and put pressure on Ukraine, we see that
[00:36:31] so far this is how the situation is developing,
[00:36:35] Trump openly criticizes
[00:36:37] Zelensky, says that we need to change the president, and even information
[00:36:41] appears that the US may limit the provision of intelligence
[00:36:44] data and weapons to Ukraine, and in return
[00:36:47] we will increase our diesel
[00:36:50] exports. Igor Ivalievich, if we talk about volumes, how significant
[00:36:53] are they and how might they affect prices, in your opinion? We
[00:36:57] see that the very news that Russia will supply diesel fuel to
[00:37:01] the US leads to a decrease in diesel prices on the American
[00:37:04] stock exchange, but for now it's still
[00:37:07] small volumes, and globally our exports cannot change
[00:37:10] the situation on the world market today, because
[00:37:14] we will be increasing volumes more and more as
[00:37:18] domestic consumption decreases, and
[00:37:21] as NFZ
[00:37:23] recovers, we will be able to increase exports more and more, such
[00:37:27] that we reach one million tons of
[00:37:31] exports per month and more. I remind you that
[00:37:33] we were the second largest exporter
[00:37:37] in the world by volume, the United States is in first
[00:37:41] place, and their problem is not
[00:37:44] a physical shortage of diesel, their problem is that
[00:37:47] their domestic market prices are the same as global prices, minus
[00:37:51] delivery costs, that is an export netback situation,
[00:37:55] so it is important for them to generally saturate the global market.
[00:38:05] States, is it the US government, or are these some oil companies,
[00:38:09] refineries, and within what timeframe can these
[00:38:12] supplies actually be carried out? In
[00:38:15] the United States, Russian diesel will simply be bought by commercial
[00:38:18] companies. An interesting question is who from our side will sell it. I think
[00:38:22] this is also a certain window of opportunity for us to pose
[00:38:25] the question to the United
[00:38:27] States: that if you want us to sell you oil products, well,
[00:38:31] then you need to freeze sanctions against Russian companies as
[00:38:34] well. I remind you that four largest Russian companies are on
[00:38:38] the SDN list of the USA, that is, blocking, the toughest
[00:38:41] sanctions. These are Rosneft, Gazprom Neft, Neftegaz, and one can
[00:38:45] ask the question, well, how will we sell you diesel, essentially
[00:38:48] building that very workaround scheme through a bunch of intermediaries to
[00:38:52] deceive your own sanction regulators, but that would be strange.
[00:38:56] Therefore, here we can reach agreements on freezing
[00:38:59] sanctions against the largest Russian companies. And
[00:39:03] in terms of timing, there can be certain exchange operations to
[00:39:06] get the diesel to the American market physically faster,
[00:39:10] but nevertheless, it usually takes a couple of weeks for the main
[00:39:14] volumes to reach the US. And which tankers will carry it? Is there an understanding
[00:39:17] if it will require lifting any
[00:39:20] sanctions in this regard? Well, it's quite possible that we will be talking
[00:39:24] about lifting sanctions on tankers as well, but for now the
[00:39:28] general license that has been issued, these very exceptions from sanctions, it states that in
[00:39:32] principle, it is possible to buy Russian diesel and supply it to the territory
[00:39:36] of the United States. Now it is necessary to request clarification on this
[00:39:39] general license, it is quite possible that the clarification will state that any companies, even those
[00:39:43] on the SDN list, can sell diesel fuel and it can be transported
[00:39:46] on any tankers, even if they are on
[00:39:50] the US sanctions lists. So we'll see what the
[00:39:53] interpretation will be, and physically it could be the port of Novorossiysk
[00:39:57] or our ports on the Baltic
[00:40:00] Sea, and this again, by the way, could
[00:40:03] push, so to speak, the United States into conflict
[00:40:07] with Ukraine. If in the Black Sea Ukraine tries to attack the
[00:40:11] tankers that will be carrying diesel fuel to the US, then, in fact, there you go,
[00:40:15] one could say, we were ready to supply it, but
[00:40:18] your proteges are not allowing you to lower prices literally on the domestic
[00:40:22] market, they are preventing Republicans from winning elections to
[00:40:25] Congress, and thus, this
[00:40:57] will lower prices on the global market, so this will be their main
[00:41:01] profit. Will they resell to
[00:41:04] Europe? I think physically not, because Europe should ideally check
[00:41:08] itself, whether it's not carrying
[00:41:12] Russian oil products, even oil products made from Russian oil in
[00:41:16] third countries cannot be supplied to the EU from 26, and
[00:41:19] therefore the EU itself should ideally refuse this, but it is
[00:41:22] beneficial for it that Russia resumes diesel exports, saturates
[00:41:26] the market and prices decrease. Therefore, we see such an ambiguous reaction
[00:41:29] from Europeans, it seems that it is not profitable for them that the USA is negotiating with
[00:41:33] Russia, softening anti-Russian sanctions, on the other
[00:41:36] hand, you yourselves suffer from the fact that they are updating
[00:41:40] historical records in European countries also on diesel and
[00:41:43] gasoline prices, in the Netherlands, Great Britain, Switzerland, Germany,
[00:41:47] France, prices are very high everywhere, they themselves
[00:41:50] suffer from this. Igor Valerievich, doesn't it turn out that this
[00:41:53] very law on draconian sanctions
[00:41:57] by Trump's decision and Washington's current decision,
[00:42:00] that is, now the States themselves are buying Russian
[00:42:02] oil products? Well, here one can see a funny
[00:42:06] picture, that this package of sanctions was called
[00:42:09] something else. Hell, this is indeed a certain
[00:42:12] fuel hell that we are now seeing in the US market, and they
[00:42:16] are trying to eliminate it precisely by importing from Russia.
[00:42:20] Trump himself signed the law, but he did not apply it, because the market situation
[00:42:24] is extremely difficult, if he had tried to force our
[00:42:27] main trading partners, India and China, to abandon Russian oil and
[00:42:30] oil products, then the situation on the global market would have
[00:42:34] worsened, they would have gotten even higher prices, so Trump is not
[00:42:37] doing that. In this sense, yes, there is a law,
[00:42:41] but it is not necessary to apply it, mainly these are, by the way,
[00:42:45] sanctions, not even against Russia itself, but against
[00:42:48] our trading partners, India and China. Today
[00:42:51] there was a report that Canada will also supply diesel fuel to the US
[00:42:55] market. Is there any understanding of what the
[00:42:57] agreements are there? Well, with Canada, it's not really
[00:43:01] news, because they were already for decades the largest
[00:43:05] supplier of oil and oil products to the United States market. Here we can, by the way,
[00:43:08] remember that in 2021 we were in third place in terms of
[00:43:12] oil product supplies to the US, we then replaced
[00:43:15] Venezuela, but Canada was always in first place, with a huge lead. For
[00:43:19] second and third place, we competed with Mexico for second
[00:43:22] place monthly in 2021, we sometimes even overtook Mexico,
[00:43:26] so Canada has always been such a resource-rich backyard of the United
[00:43:29] States and remains so. In this regard, they already
[00:43:33] supply a lot, the other question is whether they can ship
[00:43:37] additional volumes or not. I think they are actually
[00:43:40] working at maximum, they are just trying to beat the political context, as it were,
[00:43:43] saying that no, you don't need to cooperate with Russia, lift sanctions from it, we will send you
[00:43:47] more, but in reality Canada is already supplying at maximum. If
[00:43:51] we talk about world prices in general, how might this all affect them, do you think
[00:43:55] we should expect a significant decrease? Well, probably
[00:43:58] a significant decrease is not to be expected, because the fundamental problem is still
[00:44:01] the lack of Middle Eastern supplies of oil products to the world market.
[00:44:05] Trump simply does not admit this, because he himself did it, it's
[00:44:09] his fault. Actually, that's why he says that all problems
[00:44:13] are actually in Ukraine, this Ukrainian case, it created a fuel
[00:44:16] shortage in the global market, because
[00:44:20] the SVO began under Biden,
[00:44:23] and Trump, in his worldview, blames everything on
[00:44:26] the Democrats. In this regard, it is very profitable for him
[00:44:29] to cooperate with Russia, implying that what the Democrats did
[00:44:33] wrong, that under them the conflict in Ukraine
[00:44:36] began, he is correcting it by returning Russian fuel to the
[00:44:40] market and thereby driving up prices in the United States market, that is,
[00:44:43] he is, as it were, correcting the Democrats' mistakes. That's why,
[00:44:47] probably, the situation with prices on the global market will not change radically
[00:44:50] when we start exporting, but of course
[00:44:54] the deficit will ease. Do you think this will help in the
[00:44:56] elections? I think it's probably too late
[00:44:59] for Americans, and maybe the price won't even
[00:45:03] have time to decrease by November 3rd, but
[00:45:06] it's important to hype this story, to show that I did everything to
[00:45:10] lower prices, that I care
[00:45:13] about voters, and so on and so forth. Therefore, they can play it up in the media
[00:45:17] and still gain some political points, but it's unlikely to radically
[00:45:21] affect the balance of power in the US elections. Igor Valerievich, you said a few words about the situation on
[00:45:24] the domestic market, could you tell us a little more
[00:45:28] about how this might affect the diesel fuel market in
[00:45:32] Russia? Yes, we see that now diesel is
[00:45:35] generally sufficient for us, and as a rule, even ordinary motorists
[00:45:39] can say that diesel is available
[00:45:42] everywhere at gas stations, and if there are any problems, they are usually with
[00:45:45] gasoline, and with rather high octane gasoline, like 95,
[00:45:49] 98, 100, because historically we produce
[00:45:52] less gasoline than diesel. In a typical year,
[00:45:55] half of the diesel produced is enough for our domestic market, the other
[00:45:59] half is exported, and for gasoline, 90%
[00:46:03] goes to the domestic market, only 10% was exported. Now
[00:46:06] gradually our consumption of diesel fuel is decreasing...
[00:46:17] there was no need to extend the export ban, because there is already an oversupply, and some of our diesel
[00:46:21] is actually going to storage in various ports, to
[00:46:25] fuel depots, and so on, and the closer it gets to winter, the less
[00:46:28] diesel fuel we consume, and we will also be switching to winter diesel. In some
[00:46:32] regions, this transition is already happening, and summer
[00:46:35] diesel is being freed up anyway, and we must
[00:46:38] export it, but simply...
[00:46:58] energy cooperation with the States, what's next
[00:47:01] and can we
[00:47:04] expect that in some perspective a mechanism for gas supplies
[00:47:07] through Nord Stream will still be found? Well, we
[00:47:11] see that Russia, in general, is precisely promoting this strategy,
[00:47:14] let's cooperate economically, it's mutually beneficial and you too will be able to
[00:47:18] earn, but in return we ask for a few things.
[00:47:45] As for gas, the situation here is a bit more complicated, because the United States are not gas exporters,
[00:47:48] they themselves are trying to enter all global markets,
[00:47:52] etc., but our task is to show that yes, we are ready to cooperate
[00:47:56] on gas, this can be mutually beneficial
[00:47:59] cooperation, and therefore let's discuss, that is,
[00:48:02] the economic track must go in parallel with
[00:48:05] the political one, but here we also need to understand that the United States
[00:48:09] is on the contrary trying to push everyone out, not only Russia, by the way, from the global gas
[00:48:12] market, because they are producing more and more, and are trying
[00:48:16] to remove competitors from the global market using political instruments,
[00:48:20] so there is no special reason to expect that the United States will contribute to
[00:48:24] the return of Russian gas to the European market.
[00:48:28] Here, on the contrary, it is rather necessary to instill in the minds of
[00:48:31] European business, European opposition, that if you want
[00:48:35] to return to the previous level of life, and for your
[00:48:38] industry to work normally, then we must agree with you on
[00:48:42] the resumption of supplies. That is, Igor Valerievich, I will clarify, this
[00:48:46] mechanism with American mediation, which was discussed,
[00:48:49] at least in the information space, do you think it is not
[00:48:52] viable? I think there are a lot of problems there to
[00:48:56] implement the scheme that was proposed. American private business
[00:48:59] certainly wants to make money, it wants, it sees opportunities and
[00:49:03] tries to enter these projects, but
[00:49:06] strategically, Americans do not need Russian gas in Europe, they only need
[00:49:10] their own American LNG, well, plus they need to lobby for the lifting of American
[00:49:14] sanctions from this gas pipeline and remove European
[00:49:17] restrictions, plus Europe will introduce a ban on imports of Russian pipeline gas from November 2027. It's very risky
[00:49:21] to try to buy a share in a gas pipeline
[00:49:25] that will be unclaimed literally in six months.
[00:49:28] Therefore, I think that we need to solve a number of problems first, and
[00:49:32] only then will it be possible to discuss the real
[00:49:35] entry of American capital into
[00:49:39] the operator of Nord Stream 1 or 2. Igorich, one more question about possible
[00:49:43] cooperation, the sale of Lukoil's assets, how do you see it, how
[00:49:47] likely is it, and what is the main
[00:49:50] discussion about now? Well, we saw that
[00:49:53] at first there was a heated discussion that Lukoil urgently needed to sell its assets
[00:49:57] in Europe, primarily some refineries in Bulgaria and
[00:50:00] Romania, and a plant in the Netherlands, but
[00:50:03] then Lukoil itself probably realized that it was possible to continue
[00:50:07] obtaining general licenses for these plants to
[00:50:10] continue working, and the US issues such
[00:50:13] licenses, not to sell them, because initially
[00:50:17] there was a risk that if you didn't urgently sell them to another
[00:50:21] owner who is not under sanctions, then the authorities of those countries
[00:50:24] would nationalize the enterprises. But now we see that they are not nationalizing them,
[00:50:28] Americans allow these enterprises to work, yes, Russian oil is not
[00:50:31] going there, this vertical integrated chain is broken, but
[00:50:34] nevertheless Lukoil understands that maybe it shouldn't sell them at all, and maybe
[00:50:38] it just needs to buy time, and then the conflict will
[00:50:42] end and it will be possible to lift sanctions against them again and
[00:50:45] use them itself, so I don't think it's a given that Lukoil
[00:50:49] will sell these assets anytime soon. Thank
[00:50:53] you for your interesting comments, thank you for participating in our program, now we have a short break,
[00:50:57] then we will talk about the energy aspects of
[00:51:00] interaction with the United States and about political ones. Don't switch channels.
[00:51:39] We continue the Fifth Studio program, in this part we will again talk about
[00:51:42] cooperation between Moscow and Washington and the position of the Trump
[00:51:45] administration regarding Ukraine and Zelensky personally. We have the director of
[00:51:49] the Institute of World Economy and International Relations on the line.
[00:52:14] States, because President Trump tried
[00:52:17] to exert pressure on the Kyiv regime,
[00:52:21] and before that we saw that there were
[00:52:23] statements,
[00:52:25] he demanded an energy truce, as the
[00:52:29] Americans call it, that is, agreements between
[00:52:33] Moscow and Kyiv about
[00:52:36] not striking each other's energy
[00:52:39] infrastructure, and if Russia demonstrated
[00:52:43] readiness for dialogue, for negotiations, for discussing
[00:52:46] various options, then Kyiv took a very tough
[00:52:50] stance, moreover, we saw how many
[00:52:52] strikes, attempted strikes were
[00:52:55] carried out against Russian energy
[00:52:58] infrastructure, primarily against oil refineries.
[00:53:01] It is clear that despite the fact that...
[00:53:06] not, until recently, not
[00:53:09] a major exporter to the American
[00:53:13] market, not only in terms of diesel, but also in terms of other
[00:53:16] oil products, somehow strikes on Russian refineries
[00:53:19] put pressure on pricing
[00:53:23] on the world oil market, regional
[00:53:26] gas markets, on gasoline and
[00:53:29] diesel prices in other countries of the world, and the United States in
[00:53:33] the conditions of the ongoing...
[00:54:05] And I remind you that they reached
[00:54:07] 6.5 dollars per
[00:54:10] gallon, well, that's about 100 rubles per liter
[00:54:14] for diesel fuel at American gas stations, which is very high
[00:54:18] for the American domestic market,
[00:54:21] and, despite this, the United
[00:54:24] States needed to find some solution, because this affects
[00:54:28] the political situation, public discontent,
[00:54:32] and before the congressional elections, it's extremely
[00:54:35] unfavorable for Republicans that inflation is rising against this backdrop, because
[00:54:39] in America all cargo transportation is largely
[00:54:43] provided by road transport,
[00:54:46] by trucks, and trucks run on diesel. Well, naturally,
[00:54:49] this price, the rise in diesel
[00:54:53] price, exerted pressure on all
[00:54:56] consumer goods, on a significant part
[00:55:00] of services in the American market, fueled inflation,
[00:55:03] in general, it hit the pockets of American
[00:55:06] taxpayers, and it is absolutely clear
[00:55:09] that the American voter looks at the state
[00:55:13] of their wallet, at prices on the consumer market, at taxes and
[00:55:17] inflation, when making political decisions,
[00:55:21] voting, well, that is, if we talk about politics, in the person of Zelensky
[00:55:25] Trump found the culprits of this whole crisis.
[00:55:27] Now he is starting pressure, exactly so, how
[00:55:31] events can develop, in your opinion, will it remain? Well,
[00:55:35] some verbal attacks, or will Washington still take some action?
[00:55:38] There are versions that they will refuse to supply weapons even through Europe,
[00:55:42] stop providing intelligence data and so on. How likely do you think
[00:55:45] this is? Well, I wouldn't rush to make such
[00:55:48] decisions, with statements about the possibility of such
[00:55:52] decisions. I think the Americans
[00:55:55] have now got what they wanted to get, which is
[00:55:59] supplies of Russian diesel fuel. We know that
[00:56:01] the first tanker has already set off in the
[00:56:05] direction of the United States, a supply of
[00:56:09] 300,000 tons was promised, then 500,000
[00:56:13] tons, then millions of tons, but this is what I hear from President
[00:56:16] Trump, but the American stock market has already
[00:56:20] reacted to these supplies, and if we look at
[00:56:24] the futures price for a gallon
[00:56:27] of diesel fuel, it is not 6 and
[00:56:31] a half dollars per gallon, which we see in the
[00:56:35] consumer market, but it is
[00:56:37] 4.6 dollars per gallon, this is the futures, meaning
[00:56:41] these are for sales that will be made. As
[00:56:45] for the Kyiv regime, I think
[00:56:48] Zelensky has annoyed everyone, he has annoyed
[00:56:51] Americans, for Europeans he is also a burden,
[00:56:54] because they observe this picture
[00:56:58] that is unfolding in relations between Russia and the US,
[00:57:01] and understand that they will lose their benefits. I
[00:57:05] remind you that Russia was the largest
[00:57:08] supplier of diesel fuel to the European market
[00:57:11] until twenty-two years ago,
[00:57:14] Russian supplies accounted for at different periods up to
[00:57:18] half of all diesel fuel consumed in
[00:57:21] the European Union, and not only in the European Union, but also in
[00:57:24] Great Britain, where it accounted for a rather significant share of over
[00:57:28] 20%, and in
[00:57:31] many countries, such as France and Germany, 30-40%
[00:57:34] of the diesel fuel consumed was Russian. And then
[00:57:37] the Europeans, having intensified sanctions pressure on Russia,
[00:57:41] themselves refused both diesel fuel and the supply of
[00:57:44] Russian gas, as we know, and oil.
[00:57:48] Partially or completely they promise to refuse by the thirtieth
[00:57:51] year, and this hits the European consumer. If the Americans start
[00:57:55] negotiating with Moscow, then the Europeans will be in a big
[00:57:58] mess, because by supporting Zelensky, well, and
[00:58:02] by supporting his unwillingness to participate in
[00:58:05] the negotiation process with Russia, to accept Russian conditions, they
[00:58:09] are generally betting on a loser, on a known loser.
[00:58:12] Fyodorich, can we say now that for Trump in the current situation
[00:58:15] from a political point of view,
[00:58:41] and tomorrow it will be beneficial for Trump if his successor
[00:58:44] wins the presidential election.
[00:59:17] Ukrainian statehood, the preservation of Ukraine in the orbit
[00:59:21] of the Euro-Atlantic community,
[00:59:24] the North Atlantic Alliance, without joining, but
[00:59:27] maintaining it in the orbit of American and European
[00:59:30] influence. Yes, European allies, I was just talking about economic
[00:59:34] motives, they are very disappointed
[00:59:37] politically, many and not only Democrats,
[00:59:41] but Republicans are dissatisfied with the current decisions of the Trump
[00:59:45] administration and the dialogue with Russia.
[00:59:47] Yes, and they will, of course, put pressure on the Trump administration, but
[00:59:51] Trump is a pragmatist, he is solving the problem
[00:59:54] before him today, he needs to lower the price of diesel fuel in
[00:59:58] the American market, he needs to
[01:00:01] support Republicans in the elections, that's how he, as a tactician,
[01:00:05] solves this problem, but the United States will not refuse
[01:00:08] to supply intelligence information, Elon Musk also said something
[01:00:12] about Zelensky, that he went
[01:00:15] too far. Well, yes, yes, but the Starlink system
[01:00:19] continues to supply internet
[01:00:22] to be used for military purposes by the armed forces
[01:00:26] of Ukraine, and American intelligence information continues
[01:00:30] to be supplied, and the fact that weapons are supplied
[01:00:33] through Europe, Europe pays for it, it is beneficial for Americans,
[01:00:36] American companies of the military-industrial complex will also
[01:00:39] not refuse this. Strictly speaking,
[01:00:43] if the United States understands that
[01:00:46] the risks of a direct military confrontation in
[01:00:49] Europe, related to the conflict in Ukraine, are
[01:00:52] unacceptable to them, and indeed these risks are increasing, we
[01:00:56] feel it by the intensity of the dialogue
[01:01:00] between Russia and NATO, in the exchange of reproaches
[01:01:04] and...