How Diesel Could Shape the Ukraine War

Peter Zeihan 3 min

If we actually go a six-month period or more where the Russians don't have enough fuel to keep their system operational from a military point of view, then we really have entered a new phase in this conflict. With the United States possibly about to remove the last remaining large supply of the global standards, that leaves the Russians completely high and dry.

  • Donald Trump

Chapters

  1. 0:00

    Russia's Shift to Importer

    The segment explains that Russia, once a top exporter, now imports diesel due to refinery damage.

  2. 1:09

    Military Reliance on Diesel

    The segment details how Russian tanks and supply trucks depend on diesel for operations.

  3. 2:20

    Potential New Conflict Phase

    The segment argues that a long-term fuel shortage could force Russia into a new phase of conflict.

Key points

  • 0:00

    Russia is now an importer because of all the damage the Ukrainians have been inflicting upon the Russian refining complex.

  • 0:00

    The shortage in Russia is probably in excess of about 1.5 million barrels a day of oil equivalent.

  • 1:09

    Their road network is basically local clustered around population centers.

  • 1:09

    Most military hardware that the Russians are using in the Ukraine war, especially tanks, supply trucks, are going to be using diesel as well.

  • 1:09

    Anything within about two, maybe even 300 kilometers of the front is getting hit by these drones all the time.

  • 1:09

    As you take out the fuel trucks, you basically snarl every aspect of the Russian attack.

  • 2:20

    Anything that the Russians have been doing now has been done with low amounts of fuel.

On the map

Map of the places in “How Diesel Could Shape the Ukraine War”

Who and where

Places · 6

  • Russia 11
  • Ukraine 5
  • United States 3
  • Belarus 1
  • Kazakhstan 1
  • India 1

People · 1

  • Drawing of Donald Trump

    Donald Trump 1

    President of the United States (2017–2021; since 2025)

    Photo 1

1. Photo: Daniel Torok, Public domain, via Wikimedia Commons · Wikidata · redrawn in our house style (Donald Trump)

Map of the places in “Russia’s Winter From Hell is About to Begin” 20:30

Russia’s Winter From Hell is About to Begin

Paul J. Warburg

Russia's winter will be a nightmare due to logistical failures and fuel shortages, while Ukraine's morale remains resilient. Even if conditions worsen physically, Ukrainians may actually become happier due to shared adversity and community.

Map of the places in “The Diesel Shortage Hits America” 6:07

The Diesel Shortage Hits America

Peter Zeihan

Diesel shortages will reverberate through the entire American economy for months. The US faces guaranteed transport problems affecting everything moved throughout the country for at least the next 18 months.

Map of the places in “Ukraine Just Absolutely HAMMERED Moscow…Again!” 18:54

Ukraine Just Absolutely HAMMERED Moscow…Again!

Paul J. Warburg

Ukraine is winning the war of attrition by using cheap, scalable drone swarms to overwhelm Russia's defenses, while Russia is forced into an unsustainable cycle of expensive missiles and depleted air defense systems. As Russia runs out of air defenses and concentrates them in Moscow, Ukraine will soon be able to strike targets across the Russian Arctic, Siberia, and Far East.

17:55

Ukraine Just DELETED Russia’s Shadow Fleet

Paul J. Warburg

Ukraine knows exactly what victory is, and they are executing a strategy to achieve it. Russia has been reduced to flailing around, especially from a military standpoint, while Ukraine executes a strategy to achieve victory.

28:56

Russia is Completely Folding Right Now

Paul J. Warburg

Russia's air defenses have never been weaker, and they continue to get weaker every single day. Right now, the war is going in a very, very clear direction.

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