Robert Danielsson
@robertdanielsson.bsky.social
Arctic-BRICS+ logistics | Energy systems, bloc maneuvering, chokepoint disruption.
Taking Venezuelan crude off PDVSA’s hands solves the storage problem in the short term.
It doesn’t solve the harder one, who’s willing to take the barrels once they’re for sale?
It doesn’t solve the harder one, who’s willing to take the barrels once they’re for sale?
January 7, 2026 at 5:27 PM
Taking Venezuelan crude off PDVSA’s hands solves the storage problem in the short term.
It doesn’t solve the harder one, who’s willing to take the barrels once they’re for sale?
It doesn’t solve the harder one, who’s willing to take the barrels once they’re for sale?
With shadow tankers, many empty, leaving Venezuela en masse, storage not sanctions is about to become the choke point.
The question now is how long PDVSA can keep producing before tank tops force vast shutdowns.
The question now is how long PDVSA can keep producing before tank tops force vast shutdowns.
January 5, 2026 at 3:56 PM
With shadow tankers, many empty, leaving Venezuela en masse, storage not sanctions is about to become the choke point.
The question now is how long PDVSA can keep producing before tank tops force vast shutdowns.
The question now is how long PDVSA can keep producing before tank tops force vast shutdowns.
With Venezuelan exports turning unreliable, supply gaps open fast.
Russia benefits by default, reinforcing its role as Asia’s swing supplier.
Russia benefits by default, reinforcing its role as Asia’s swing supplier.
January 3, 2026 at 8:18 PM
With Venezuelan exports turning unreliable, supply gaps open fast.
Russia benefits by default, reinforcing its role as Asia’s swing supplier.
Russia benefits by default, reinforcing its role as Asia’s swing supplier.
A second tanker seized after leaving Venezuela, reportedly unsanctioned.
For carriers, the signal is clear that Venezuela charters now carry enforcement risk by default.
For carriers, the signal is clear that Venezuela charters now carry enforcement risk by default.
December 20, 2025 at 10:49 PM
A second tanker seized after leaving Venezuela, reportedly unsanctioned.
For carriers, the signal is clear that Venezuela charters now carry enforcement risk by default.
For carriers, the signal is clear that Venezuela charters now carry enforcement risk by default.
Buran reached Arctic LNG-2 but abandoned docking due to unusually thick ice in Ob Bay. NSR is pushing back early this winter.
December 16, 2025 at 3:14 PM
Buran reached Arctic LNG-2 but abandoned docking due to unusually thick ice in Ob Bay. NSR is pushing back early this winter.
U.S. seized a 310k-DWT VLCC off Venezuela in a significant hit to the shadow fleet. Small supply impact, big signal. Tanker sanctions risk just jumped.
December 10, 2025 at 9:46 PM
U.S. seized a 310k-DWT VLCC off Venezuela in a significant hit to the shadow fleet. Small supply impact, big signal. Tanker sanctions risk just jumped.
Ukraine reports striking Russian shadow fleet ships in the Black Sea with sea drones.
If confirmed, it highlights the growing vulnerability of sanction evading vessels.
If confirmed, it highlights the growing vulnerability of sanction evading vessels.
December 3, 2025 at 1:47 PM
Ukraine reports striking Russian shadow fleet ships in the Black Sea with sea drones.
If confirmed, it highlights the growing vulnerability of sanction evading vessels.
If confirmed, it highlights the growing vulnerability of sanction evading vessels.
Crude’s turned into a geopolitical yo-yo inside an oversupplied market.
With cheap Russian barrels, weak demand, and OPEC+ sitting on spare capacity, the bias stays downward unless a real supply outage hits, headlines won’t do it.
With cheap Russian barrels, weak demand, and OPEC+ sitting on spare capacity, the bias stays downward unless a real supply outage hits, headlines won’t do it.
November 25, 2025 at 3:53 PM
Crude’s turned into a geopolitical yo-yo inside an oversupplied market.
With cheap Russian barrels, weak demand, and OPEC+ sitting on spare capacity, the bias stays downward unless a real supply outage hits, headlines won’t do it.
With cheap Russian barrels, weak demand, and OPEC+ sitting on spare capacity, the bias stays downward unless a real supply outage hits, headlines won’t do it.
Hard to see producers lining up to drill even if Washington opens up new leases.
November 21, 2025 at 3:05 AM
Hard to see producers lining up to drill even if Washington opens up new leases.
Canada is now publicly calling out Russian and Chinese intelligence activity in the Arctic.
New funding for ports, airports, roads, and icebreakers signals a long term shift, and NATO is being urged to “look north” instead of just east.
New funding for ports, airports, roads, and icebreakers signals a long term shift, and NATO is being urged to “look north” instead of just east.
November 14, 2025 at 12:48 AM
Canada is now publicly calling out Russian and Chinese intelligence activity in the Arctic.
New funding for ports, airports, roads, and icebreakers signals a long term shift, and NATO is being urged to “look north” instead of just east.
New funding for ports, airports, roads, and icebreakers signals a long term shift, and NATO is being urged to “look north” instead of just east.
Russia’s Arctic lanes are staying active through winter.
Record cargo before the freeze, icebreakers concentrated at Murmansk and Tiksi, and Chinese insurers quietly taking over coverage.
The Northern Sea Route is becoming a year-round artery in a shifting trade map.
Record cargo before the freeze, icebreakers concentrated at Murmansk and Tiksi, and Chinese insurers quietly taking over coverage.
The Northern Sea Route is becoming a year-round artery in a shifting trade map.
November 1, 2025 at 10:04 PM
Russia’s Arctic lanes are staying active through winter.
Record cargo before the freeze, icebreakers concentrated at Murmansk and Tiksi, and Chinese insurers quietly taking over coverage.
The Northern Sea Route is becoming a year-round artery in a shifting trade map.
Record cargo before the freeze, icebreakers concentrated at Murmansk and Tiksi, and Chinese insurers quietly taking over coverage.
The Northern Sea Route is becoming a year-round artery in a shifting trade map.
Crude barely flinched after the new sanctions on Rosneft and Lukoil. The initial spike looks to be fading fast.
The market is telling you what it thinks: enforcement risk is low, flows will find a way, and BRICS+ channels are already priced in.
The market is telling you what it thinks: enforcement risk is low, flows will find a way, and BRICS+ channels are already priced in.
October 30, 2025 at 9:56 PM
Crude barely flinched after the new sanctions on Rosneft and Lukoil. The initial spike looks to be fading fast.
The market is telling you what it thinks: enforcement risk is low, flows will find a way, and BRICS+ channels are already priced in.
The market is telling you what it thinks: enforcement risk is low, flows will find a way, and BRICS+ channels are already priced in.