this post was submitted on 17 May 2026
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Agree with all that, the harvest season is going to be when the fuel demand spikes, and that's also when the reserves are projected to be depleted. So, that could be the crisis moment. And from what I saw there was another Oreshnik strike last night, but I don't think it really has the same effect at this point. Yes, a bunch of stuff in Kiev is burning now, but it's not really going to change anything. I'm now convinced that economy will be the deciding factor in the end. Speaking of that, did you see how European Commission put out a report saying that Russian GDP growth for 2026 is expected at 1.3%, and EU was lowered to 1.1%.
If they're saying this openly, I'm guessing the real situation is a lot worse then they're letting on. We'll see if they manage to pull a rabbit out of a hat to solve the fuel crisis, but I just don't see where the fuel is going to come from. And Europe now competes with Asia for whatever fuel is on the market too. So, next few months will be very interesting.