Russian Lifeline Terminated - Joe Blogs

In today’s video, we look at a major new proposal from the G7 and the European Union to impose a full maritime-services ban on Russian oil exports. This would block Western shipping, insurance, financing, and certification for any vessel carrying Russian crude or refined products — effectively forcing Russia to rely entirely on its shadow fleet.

We break down how Russia currently moves its oil, what percentage still relies on Western assets, and why Russia remains heavily dependent on G7 and EU tankers for exporting diesel and other refined fuels. The big weakness for Russia is that while its shadow fleet can move crude, it simply cannot replace the specialized Western-owned product tankers that handle most of its diesel shipments.

We then explore what a full maritime ban would mean for Russia’s export volumes, budget revenues, shipping risks, and overall economic stability — as well as the knock-on effects for India, China, Turkey and the global oil market.

This could be the most significant sanctions step since 2022 and a major blow to Russia’s ability to fund its war.

Chapters:
0:00 Intro
4:03 EXPORTS
5:31 OIL
6:30 TANKERS
11:22 MARITIME BAN
12:42 SUMMARY & CONCLUSION