quote: ➡️ Unfortunately for Kazakhstan, its ability to increase Chinese exports is limited by system bottlenecks. The Atasu-Alashankou pipeline to China has ~180kbd of idle capacity, but of the 220-240kbd it delivers, 200kbd is Russian, not Kazakh. ➡️ The 340kbd Atyrau-Samara pipeline to Russia may have >100kbd of unused capacity, but options in that directly are likely limited by capacity in Russian ports. Russia's maritime exports of crude are near records, while Novorossiysk - the primary export route from Samara - also has to deal with an active drone threat. #oott | #Kazakhstan increased oil shipments through the Atyrau-Samara pipeline and exports to China in July after disruptions to operations at the Caspian Pipeline Consortium (CPC), Interfax reported on Monday, citing the country's energy ministry. Kazakhstan is also considering the Baku-Tbilisi-Ceyhan and Baku-Supsa pipelines as additional export routes amid the CPC disruptions, Interfax reported, citing the ministry. #oott marketscreener.com/news/kazakhsta…

quote: ➡️ Unfortunately for Kazakhstan, its ability to increase Chinese exports is limited by system bottlenecks. The Atasu-Alashankou pipeline to China has ~180kbd of idle capacity, but of the 220-240kbd it delivers, 200kbd is Russian, not Kazakh. ➡️ The 340kbd Atyrau-Samara pipeline to Russia may have >100kbd of unused capacity, but options in that directly are likely limited by capacity in Russian ports. Russia's maritime exports of crude are near records, while Novorossiysk - the primary export route from Samara - also has to deal with an active drone threat. #oott | #Kazakhstan increased oil shipments through the Atyrau-Samara pipeline and exports to China in July after disruptions to operations at the Caspian Pipeline Consortium (CPC), Interfax reported on Monday, citing the country's energy ministry. Kazakhstan is also considering the Baku-Tbilisi-Ceyhan and Baku-Supsa pipelines as additional export routes amid the CPC disruptions, Interfax reported, citing the ministry. #oott marketscreener.com/news/kazakhsta…

Source:https://x.com/staunovo/status/2086703526093189304