Part 2/9:
Jake and Jason discussed the escalation of Ukrainian drone attacks, which have been targeting the oil infrastructure in Russia, with a particular focus on the Ryzon facility. This facility accounts for nearly 4% of Russia’s total oil refining capacity and has recently been rendered non-operational. These coordinated strikes, often involving “double-tapping” strategies where Ukraine assesses initial damage before a second strike, demonstrate a strategic evolution that has had devastating consequences for Russian oil output.