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"videoThumbnail Modi in Moscow: India REJECTS Western attempts to isolate Russia
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Table of contents
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Table of contents

0:00
Моди в России. Поставки нефти из России в Индию
0:31
Сокращение поставок нефти в Индию Саудовской Аравией
1:28
Растущий спрос на нефть в Индии
2:56
Нефть из России в Индию. Мифические рупии
7:49
Развенчание мифов и спекуляций
12:56
Ограничения Саудовской Аравии и ОПЕК
13:37
Будущее поставок нефти в Индию
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00:00:00
[music]
00:00:06
Hello friends on the air
00:00:08
geoenergetics info Maxim Radaikin and
00:00:10
my interlocutor today Alexander
00:00:12
Frolov Hello hello
00:00:14
hello Alexander Lumberg writes
00:00:16
India has increased oil supplies
00:00:19
from Russia to a record level India has increased purchases of
00:00:21
urals crude oil by 13% in annual terms and
00:00:25
thus the current supply volume
00:00:27
has set a historical record a record why the
00:00:30
Indian coast is dear to us, have
00:00:32
the issues with receiving payment been resolved And how long
00:00:35
will Indian imports last And if we
00:00:37
look at the latest data that
00:00:40
was published, then there is a small scandal,
00:00:44
you can imagine Saudi Arabia
00:00:47
has sharply reduced supplies to India, they
00:00:50
have sharply reduced them to minimum levels, they are already
00:00:53
writing about that that And you know, this is
00:00:55
probably the payment that Saudi
00:00:58
Arabia bears.
00:01:00
This is the payment from Saudi Arabia to the Russian
00:01:03
Federation for Russia to remain within the
00:01:06
framework of the trusteeship plus deal, so everyone
00:01:09
knows that the trusteeship plus deal almost
00:01:10
almost fell apart, but the sources did not lie
00:01:13
to respected publications that it’s already there it’s
00:01:16
just that everything is there, everyone is running away, the
00:01:18
sources didn’t lie, you just understand,
00:01:20
Saudi Arabia had to sacrifice the
00:01:22
most expensive shares of the largest markets
00:01:25
in order for Russia to remain in these markets so
00:01:28
that Russia would say, well,
00:01:30
so be it, I will be within the framework of the trusteeship deal,
00:01:35
plus how this Armed Forces concerns India, I’ll now
00:01:38
explain but first, more precisely, in order to
00:01:41
enter into the topic of the Indian market, we need to
00:01:44
understand one simple thing: the
00:01:46
custodian plus deal implies certain
00:01:48
volumes of production and certain volumes of
00:01:51
exports, respectively, if someone
00:01:55
reduces supplies to a certain market, he
00:01:59
means that he reduces supplies in general
00:02:01
India is a large consumer, the third
00:02:05
largest consumer in the world, and a
00:02:07
growing consumer. Of course, demand in
00:02:10
India is not growing as rapidly as
00:02:12
in China. China is simply a world champion
00:02:15
there, if consumption has increased by half a million barrels a year.
00:02:17
Well, something like a
00:02:20
year. Well, well. as if it’s normal.
00:02:21
Half a million is normal. More than 1 million is
00:02:24
already here. Yes, here we can already say that
00:02:26
well, what a great guy China, last
00:02:29
year consumption in China increased by more
00:02:30
than 1 million barrels per day in one year,
00:02:33
there was an effect of pent-up demand, but also
00:02:35
this year, according to the forecasts of the watchdog,
00:02:39
it is expected that demand in China will increase
00:02:41
Well, somewhere there by 700,000 barrels per
00:02:44
day, moreover, the forecast for the past
00:02:47
six months has been increased Well, because
00:02:50
statistics on demand in China have been accumulated,
00:02:52
there you go, consumption consumption
00:02:55
is growing, growing at a faster pace, we
00:02:57
are increasing forecast for China, we lower
00:02:59
it for
00:03:01
undeveloped markets that are not
00:03:03
recovering as quickly as
00:03:06
expected before, moreover, they
00:03:08
may not recover at all, for example, let's
00:03:09
look at Europe Well, from the point of view of
00:03:12
oil demand Well, yes, they are
00:03:14
letting us down from the point of view of oil demand
00:03:17
A on the contrary, China is encouraging. Next in terms of
00:03:19
growth rates is India, it is expected that
00:03:23
this year the increase there will be
00:03:25
about 200,000 barrels per day,
00:03:27
of course this is not as much as in China,
00:03:29
but 200,000 barrels is still
00:03:31
serious and it is expected that this demand
00:03:33
will continue to increase, then there are
00:03:35
speculations about the fact that, well, India will
00:03:38
switch to electric cars, then
00:03:40
reservations are made Well, electric cars are
00:03:42
of course expensive. But in India it’s
00:03:49
not like that. There is a rich population to switch to electric cars, so the dynamics will not be so impressive there,
00:03:50
most likely, the demand for gasoline
00:03:53
and diesel fuel will grow and Now, if now
00:03:55
this demand is somewhere around a million
00:03:58
barrels 1-2 ml
00:04:00
Then it will be 2 million barrels per
00:04:03
day for the next
00:04:05
three next 3-4 years Okay, let’s say these are
00:04:10
some forecasts that, again, the
00:04:12
world’s largest agencies
00:04:14
publish the accuracy these forecasts,
00:04:17
their adequacy is a moot point. But even
00:04:19
they essentially admit that
00:04:21
oil consumption in India will continue to grow. What’s
00:04:25
interesting
00:04:28
about this I remember that the scandal with payment for
00:04:31
inflated prices was again by the world’s largest
00:04:33
agencies in the middle of last year.
00:04:36
About a year has passed, it was written there
00:04:39
that up to 40 billions of dollars settled in rupees
00:04:43
the equivalent of 40 billion dollars in
00:04:48
rupees settled in Indian banks, it is
00:04:50
impossible to withdraw these rupees now
00:04:54
Russia is suffering Russia in general will probably
00:04:56
stop supplying oil to India or
00:04:58
And if it supplies, it essentially delivers for
00:05:00
free, how did they get 40 billion, they
00:05:03
just took it they calculated the total
00:05:07
potential, they calculated the amount
00:05:10
that had to be paid by that time to
00:05:12
Indians, represented by their companies,
00:05:15
for imported volumes of Russian
00:05:17
oil. Since February 2 of the year, well, there
00:05:20
was about 40 billion dollars there, and
00:05:23
they said, well, 40
00:05:26
billion means there is so much lying there. in
00:05:29
reality it lies there, no one will tell you,
00:05:32
our Ministry of Foreign Affairs admitted that there are some
00:05:34
problems, but there we are talking about significantly
00:05:36
lower amounts and then the same
00:05:39
ones, but this is our mit, he could certainly be
00:05:42
misleading, but the world
00:05:44
agencies are telling the truth. Well, let’s
00:05:45
open those the same world agencies
00:05:47
and the regular readers of my Telegram
00:05:49
channel are aware of the oil and gas game. Well,
00:05:52
if you have not yet become a regular
00:05:54
reader, become a regular reader.
00:05:55
Please subscribe and you can also subscribe to itek.
00:05:57
This is also a very good
00:05:59
Telegram and so are dear friends and the
00:06:02
same Dear agency, but already in the
00:06:05
fall of 2023 they wrote that you know
00:06:08
that Russia is insidiously refusing the
00:06:11
dollar to pay for its gas. I
00:06:14
apologize for paying for its oil. But what is
00:06:17
it going to the rupee? No,
00:06:22
Hong Kong
00:06:23
dollars were listed there, the currency of the
00:06:26
United Arab Emirates itself
00:06:28
was mentioned and the
00:06:30
yuan Moreover, it was separately noted that Well, the
00:06:34
contracts with India were restructured in such
00:06:37
a way that all of these were to be
00:06:40
used in one way or another. All these
00:06:42
currencies were not restructured in the summer, but they were
00:06:45
restructured for the entire period while it was
00:06:48
growing while supplies to
00:06:50
India were growing, that is, they paid paid or
00:06:53
India Well, in the person of its companies, the rupee, yes,
00:06:55
perhaps paid specific amounts,
00:06:58
were not named, but again the same
00:07:00
world agencies that said oh,
00:07:01
everything there is in rupees, it just all settles
00:07:04
then they say no, not with India, that means
00:07:07
How is it dirhams, here I am now
00:07:09
Sorry, I can immediately somehow here’s
00:07:11
a reservation, well, in general, the currency of the
00:07:13
United Arab Emirates
00:07:15
then Hong Kong dollars and yuan Well, the yuan
00:07:20
somehow offends India a little,
00:07:22
Indian companies pay in yuan,
00:07:24
pay,
00:07:27
pay, and a share of the same
00:07:30
in all transactions on the Oka of the
00:07:34
same world agencies We have here
00:07:36
of course they are deceiving Just right away, but they are
00:07:40
not deceiving the world agencies,
00:07:42
they are telling the truth, everything is fine, yes Well, that’s what
00:07:44
they say Well, the
00:07:46
share of dollars and euros in oil has dropped to about 10%,
00:07:49
these are these deals on
00:07:51
Russian oil on Russian
00:07:54
oil,
00:08:00
there is a problem with the rupee in their conversion,
00:08:03
there you can call
00:08:06
one of the respected experts on
00:08:08
financial markets. Let them
00:08:10
tell us what the problem is with
00:08:12
the conversion. ru If suddenly those who want 20
00:08:15
likes are collected under this video
00:08:17
Maxim personally grabs one of the
00:08:19
respected financial experts and says,
00:08:21
tell me about the rupee Let people
00:08:24
listen Or you know, in the comments
00:08:26
we have people who are talking about
00:08:30
Toto Toto, as soon as you record
00:08:31
the video it turns out that
00:08:34
no one is interested in this, for example, about the domestic
00:08:36
market of Russian gas, you know, here
00:08:37
I’ll make a reservation because this
00:08:39
the video will probably be listened to many times more
00:08:41
than about the domestic Russian
00:08:43
gas market and pricing, otherwise it’s worth
00:08:45
telling about gas prices somewhere
00:08:47
people come running and say that you
00:08:50
are telling us this Tell us about prices on the
00:08:52
Russian market, what is it You
00:08:55
are silent about them, we are silent yes V June we are recording a
00:08:58
video, one of the least viewed,
00:09:01
no one is interested in this topic, who is
00:09:04
interested in this internal market of
00:09:06
Russian gas [ __ ] him Oh Lord,
00:09:09
so you know what some people
00:09:11
who shout a lot about something want does
00:09:13
n’t mean that everyone wants it, but
00:09:15
if what if you all get together here,
00:09:18
put your likes, then we
00:09:21
’ll think about it, it will be an expression of
00:09:23
your specific desire that you
00:09:24
can rely on, and not just on
00:09:26
the comments, on the comments under this
00:09:28
video, so
00:09:30
we are returning to the topic about payment,
00:09:32
that is, payment is in progress payment is trivial,
00:09:36
payment is in progress,
00:09:38
payment switches to currencies, currencies of
00:09:42
other countries and Switched to
00:09:44
currencies of other countries, not Indian, not
00:09:47
Indian rupees, and no objections from both the
00:09:50
Russian oil workers and the
00:09:52
Indian side were loudly voiced,
00:09:54
some panic cries were voiced
00:09:58
from the world's largest ae then about the
00:10:00
fact that all the money is stuck in India,
00:10:02
about the fact that ah-ah-ah they don’t
00:10:03
use dollars and euros but use
00:10:06
other currencies among which rupees for some reason are
00:10:08
not indicated, surprisingly, so here is
00:10:10
Russia in the second quarter, according to the estimates of the
00:10:15
same ones the
00:10:17
world's largest agencies supplied an average of
00:10:20
1.65 million barrels per day to India, these are the
00:10:24
same large world agencies, having read
00:10:26
which some people came to us
00:10:29
in the comments and said Oh, what are you
00:10:31
telling us here, ah-ah-ah, this is
00:10:32
happening, so this is what they told us
00:10:34
world agency and what it resulted in
00:10:36
and firstly, they talked about the fact that
00:10:38
India is switching to American
00:10:40
oil, it is buying less and less Russian
00:10:42
oil, switching to American We
00:10:45
talked back in March about the fact that if
00:10:49
you look at the specific amounts of
00:10:51
purchases of American oil by Indian
00:10:53
enterprises, we we’ll see that
00:10:55
the values ​​there are so ridiculous compared to
00:10:57
what is supplied from the
00:10:58
Russian Federation, what can we say about
00:11:00
this? Well, to put it mildly, if you’re talking about this,
00:11:03
then you probably just want to somehow
00:11:04
surprise your audience.
00:11:07
Let’s not mislead, but
00:11:09
surprise our audience so that she sees
00:11:11
such a Mother, dear, to reprint all this
00:11:13
by the way, including the
00:11:15
Russian media Mom, dear, look,
00:11:18
they switch India switches to
00:11:20
American oil refuses
00:11:22
Russian oil And what about the refusal of
00:11:23
Russian oil and this is a decrease in seasonal
00:11:26
demand in the
00:11:29
Winter months and early spring Well, is it less
00:11:32
and if you compare this indicator
00:11:34
with the indicators of summer and when? Speak And
00:11:37
honestly compare honestly, don’t
00:11:40
mislead anyone. You just say,
00:11:44
look, now
00:11:47
let’s say 1.3 million barrels per
00:11:50
day are supplied there from Russia, but at the peak they supplied
00:11:53
2 ,1 million barrels per day in such and such a
00:11:56
month, you simply don’t say that
00:11:58
this month
00:12:00
is always characterized by higher
00:12:04
demand than those months during which
00:12:08
supplies from Russia to the same
00:12:10
India decreased and you don’t indicate that guys
00:12:12
Well, this is seasonal factor is normal
00:12:15
If you look carefully at
00:12:17
the graphs that we are attaching here,
00:12:19
we will see that supplies from Saudi Arabia have fallen
00:12:21
from Iraq, supplies have fallen Well,
00:12:24
supplies to Russia have fallen because
00:12:25
consumption is decreasing at this time
00:12:29
Look in the summer Well, more precisely, how it is there
00:12:31
starting from April May, you will see how
00:12:34
supplies are growing and how not surprising it is, can
00:12:36
you
00:12:37
imagine, it turns out exactly as
00:12:40
we told you here, supplies increased
00:12:43
to
00:12:44
1.65 to 65 million barrels
00:12:48
on average for the second quarter Well, the respected agency
00:12:51
says this is not what we are insisting on here and
00:12:54
most likely in July August these
00:12:56
figures will be
00:12:59
due to the replacement of part of the supplies from
00:13:01
Saudi Arabia, which says guys,
00:13:03
we now cannot impose
00:13:05
restrictions within the framework of tutelage plus, but we have
00:13:06
a lot of this same oil used for
00:13:09
the production of electrical energy Yes, we will
00:13:11
someday replace it with gas, the
00:13:13
corresponding decisions have been made,
00:13:15
investments are going send, but not
00:13:17
today but someday in the distant
00:13:19
future In the meantime, excuse me, oil from the
00:13:21
export direction is being turned
00:13:22
to the domestic market Russia will supply to
00:13:24
India, we will supply Russia will supply to
00:13:27
India, and in the summer, gas consumption,
00:13:31
including Russian gas, will be higher than
00:13:34
in the winter How is this not surprising How is it not
00:13:36
Amazing But this is exactly what we told you about both
00:13:37
in the winter and, in fact, in
00:13:40
the spring, when everyone here was saying Oh, yes, all
00:13:42
American oil
00:13:44
is being switched to American
00:13:46
oil. No one will write how much American oil was eventually supplied.
00:13:48
Well, what if one of those
00:13:49
commentators who came to us then
00:13:52
they came running and said Oh, you’re
00:13:53
talking here suddenly You’re not following us at all
00:13:55
and you’re a responsible commentator
00:13:58
who is looking for the truth and not
00:14:01
just dealing with panicky moods in the
00:14:03
style of Oh my God, I read something somewhere
00:14:04
context I don’t know but I’ll
00:14:07
tell you what You are wrong. You are probably a
00:14:09
responsible commentator who
00:14:11
will now go check and tell us what is going on
00:14:13
with supplies from the United States to
00:14:15
India that are replacing Russian
00:14:16
supplies. Alexander Thank you very much for
00:14:18
the comments, friends, subscribe to
00:14:20
Alexander Frolov, subscribe to
00:14:22
geoenergetics info in Zen on telegram
00:14:24
on YouTube, all links will be in the description of
00:14:26
this video and in the pinned
00:14:28
comment there will also be details for
00:14:30
those who want to financially support our project
00:14:33
in the context of deprivation of monetization on
00:14:36
YouTube. By the way, I have a paid
00:14:38
subscription with a podcast with an analysis of the
00:14:41
next video of prime numbers. That’s where
00:14:43
they asked me, I posted it. So,
00:14:45
consider the opportunity come in and
00:14:47
subscribe to me as well, and now it’s like
00:14:49
goodbye to everyone. All the best, see you
00:14:53
[music]
00:14:58
goodbye L

Description:

During Modi's visit to Russia, a long-term agreement on oil supplies from Russia to India will be discussed. Putin and Modi are discussing the need to conclude a long-term agreement to ensure oil supplies from Russia to India at a discount. India increased its oil purchases from Russia by 13 percent, thus setting the current supply volume to a historical record. Why is the Indian coast dear to us? Have the issues with receiving payment been resolved? And how long will Indian imports last? We'll tell you in a new video Geoenergetics Info 0:00 Modi in Russia. Oil supplies from Russia to India 0:31 Reduction of oil supplies to India by Saudi Arabia 1:28 Growing demand for oil in India 2:56 Oil from Russia to India. Mythical rupees 7:49 Debunking myths and speculation 12:56 Restrictions of Saudi Arabia and OPEC 13:37 The future of oil supplies to India Our telegram: https://t.me/geonrgru Our Zen https://dzen.ru/geonrgru Become a sponsor of the SPONSOR.RU channel ► https://sponsr.ru/geonrgru/ Support the channel: Sberbank - 2202 2012 9019 8734 Maxim R. Tinkoff - 4377 7237 6815 3060 Maxim R. VTB - 2200 2407 5683 3253 Maxim R. https://yoomoney.ru/to/410018728624134 (donation service) Please DO NOT indicate anything in the comments and the purpose of the translation! VK ► https://vk.com/geonrgru YANDEX.ZEN ► https://zen.yandex.ru/geonrgru Geoenergetics website https://geoenergetics.info Advertising, cooperation: https://t.me/radaykinmaxim Be sure to subscribe to the channel, set all notifications, like and write comments! You help promote the channel! #news #Russia #Putin #Europe #politics #news #economics #newstoday #newvideo #eu #europe #war #USA #Ukraine #India

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