All Content

Crimea 'without power' after deadly raids as Zelensky meets Trump | Russia-Ukraine latest war news

Ukraine: The Latest22 views
0:00

I'm Francis Dernley and this is Ukraine.the latest.Today, as Ukraine carries out another strike on a target more than 1 ,300 kilometres from Kiev, we assess the significance of President Zelensky's visit to Washington, where, alongside a memorial to Senator Lindsey Graham, attention is focused on Congress as lawmakers prepare to decide the fate of the bipartisan sanctions bill.That would impose sweeping tariffs if passed on countries continuing to buy Russian energy.And later, we take a deep dive into the Black Sea Grain Corridor once more.exploring why it's returned to the centre of the war after recent attacks on merchant shipping and what it means for global food security.

0:40

It's Tuesday the 28th of July, four years and 154 days since the full -scale invasion began and today I'm joined by Telegraph journalist Alex Nickel and later Andrei Sisov, a Black Sea grain expert.But let's start with the updates, a little bit of a quieter 24 hours, Alex, but where do you want to start?

0:58

Yeah, well it certainly seems so after the weekend and yesterday's reports, but the strikes continue.So starting with Ukraine, last night the state -owned Russian Priorotet fuel storage facility in Borok, in the would be Ukraine'stelegram channels and from local Russian governors.Continuing, Wildberry strikes.Oh gosh, again.They go again.

2:09

And again, it's a repeat strike on a warehouse in the Moscow district, in Kolodino district in Moscow.That came under strike early this morning.Also, a third party logistics hub next door.We've seen footage of large -scale fires erupting there.concentrated effort to get these.I think we worked out last week there's about 200 facilities across Russia and Ukraine does seem intent on striking all of them.

2:42

Yeah.

2:42

Yeah.And just as a reminder, the reason that they're striking Russia's Amazon, as it's known, is because of their role in supplying drone components that people can order who are in the military.And so that's the particular reason.It's not really, we understand, to be hitting the regular consumer, but rather it's because of this military element.

3:00

It's like this term dual tech.So that's the sort of radio components, fiber optic cables.But also, I mean, we went on the website last week and see body armor, helmets, etc. on there.So, you know, Russian soldiers literally ordering from these facilities to the front line, basically.So yeah, continue strikes there.But moving down into the occupied territories.

3:20

So Robert Brovdy, Ukraine's unmanned systems commander gave his update yesterday.And he reported that 14 different energy facilities across Crimea have been struck across the past three days.And so that report comes as the Russian installed energy operator Crimenago said yesterday that restrictions are in effect across Crimea and that the situation was difficult.Now, clearly, relatively played down language, but the fact that they're coming out and saying that shows just how serious this continued energy strikes are for Crimea and other locations.And he goes on, Robert Broberdy, in his updated report,all around Russian, not only occupied territories, but Russian oblasts, etc.

4:08

And I should say that also in a future episode, we've been working on doing a sort of explainer on how the Crimea campaign has been carried out over the last few weeks with maps and everything else.So stay tuned for that.I think that's a big, big project of Alex's.

4:22

Yes, look forward to that.Now, As we will discuss later about the Black Sea strikes with our guest Andrei, one key one to note from the last 24 hours has been on Russia's Rostov Oblast in which a Ukrainian drone, mass drone strike I should say, occurred yesterday.President Zelensky came to discuss that last night.Now two people were killed at the port facility on Rostov -on -Don.The further five injured, that's a report coming from local Russian governor, and we'll see why Rostov is such a key export terminal later during the interview.But that was a significant strike, a mass drone strike.

4:58

Now moving on, Russian strikes.Now just an update, yesterday I believe you talked about the strike on the sort of Arms Expo in Kiev.That's right.

5:06

It was coming in, I think it was breaking news on Friday's episode.Yes, and we now know more about that than I talked about yesterday.

5:13

Yes, the figures, I think 11 people were killed and sort of multiple wounded.Now we now know that the organiser of the event, a man named Vasil, Honchok, who's the head of the Armada organization, they organized the event.He's actually been arrested or remanded in custody.And he'll be doing that for 60 days, according to the Kiev Independent.And that's under the charge of culpable negligence that caused the death of other people.And that's all we know.

5:39

But President Zelensky came out and said, there certainly shouldn't have been an event there.And Russia's Defense Ministry also confirmed the strike, not that they needed to, saying that had been a demonstration.Ukrainian and foreign -made drones.But I think the important question is, for a private event, how did Russia know that this was taking place?And clearly, pretty large breach of security there.

6:03

It's interesting that, I think, as I was reporting yesterday on the podcast, that the president's office has clearly felt it very important to clamp down on this and to say that there will be criminal charges pressed because of clearly rules being broken here, which has allowed so many people to be died.And I think it's over 100 injured.

6:20

Yes.I think it was a ballistic missile that struck this event directly.Yes, a mass casualty event.Looking wider across Ukraine, so for the last 24 hours, Russian attacks have killed at least nine people, injuring 69.Mainly attacking seems to be gas stations and general civilian infrastructure, whether it's housing or other logistics parks.Overall, 131 drones launched by Russia, according to the Ukraine's air force.

6:48

107 shot down, but sadly casualties being reported, dead and wounded in Donetsk, Kherson, Kharkiv and Dnipropetrovsk oblasts for the last 24 hours.And that's all the updates I have from the military and strikes.

7:03

Well, thanks very much, Alex, for talking us through that.Let's do a bit of a US deep dive then.So we had Lindsey Graham's death, of course, recently.Zelensky has just flown to Washington for the memorial.I think I'm right in saying that he'd seen Graham only two days before his death, actually, in Kiev.And there are two key pillars that I think it's worth us taking some time to reflect on today of Zelensky going over there.

"99% accuracy and it switches languages, even though you choose one before you transcribe. Upload β†’ Transcribe β†’ Download and repeat!"

β€” Ruben, Netherlands

Want to transcribe your own content?

Get started free
7:29

One, of course, is Graham's bipartisan bill, which has been in the ether now for many, many months, but it's about to be voted upon within the next 10 days or so.Now, this is the one that if it were brought in by the Senate, if it was voted through,that there would be 100 % tariffs on countries that are currently buying Russian energy.Originally, in the draft proposal, it was 500%, but now it's been watered down to 100%.The five countries include China, Turkey, and India.So this would have quite significant ramifications for the Russians because, of course, they are relying very much, because Europe is no longer purchasing the energy, to be selling it to Turkey, to China, to India instead.

8:14

Now, the other objective for Zelensky, of course, is meeting Trump.And that's taking place more or less at the time of our recording.And we'll cover what they say in tomorrow's episode.But I'll come back to that in a moment for a little bit more context of the relations between the two of them.But first, this bill.So in one of Graham's final days in office, he was pushing once again for this sanctions legislation to go through.

8:39

We understand there's going to be a tribute that is paid to Graham later on in Congress.is pass before that recess or not.The other concern, though, is whether there will actually be this support in the Senate for it, because there are some Democrats, we understand, in a report in The Telegraph today, who fear that this will be a piece of Trojan horse legislation.Perhaps somebody was watching The Odyssey when they came up with that term, saying that because of the way that President Trump has used tariffs in the past, that if this legislation is moved forward,then this could give the President a blank check for him to do similar things that he was doing last year involving China and putting it on allies.So this would give him more freedom of manoeuvre.

9:53

So they're trying in a sense to reconsider elements of the bill that would stop presidential having all considerable power to do that, potentially, whilst at the same time still trying to pass it that it's strong enough.So there is the bipartisan support in the Senate, we understand.But there are concerns among some Democrats, which might hold the whole thing up.

10:09

And that some Democrats may essentially, you know, traditionally very supportive of pro -Ukraine policies.Yes, exactly.Might actually be like, well, we're gonna hold back on this one.

10:19

Exactly.So it's an interesting combination of factors here, because you've got legislators who want to pass the bill, but are concerned of the secondary effects the bill may have beyond the Ukraine theater.In essence, they fear that this will establish a precedent where the president can establish more levies in the future.So a very interesting one.As I say, the timescale on this is around 10 days or so.So we will know in 10 days whether that is going to pass or whether it's going to be delayed even further.

10:51

As I say, the fear really is that this would establish a precedent under which the White House will be able to impose further levies in the future.Stay tuned, we certainly will be.Now, coming back to this meeting between President Zelensky and Trump, which is taking place, as I say, more or less as we speak, it comes as Zelensky is trying to underscore the connections between Russia and Iran.And I imagine that that will be something that will be a subject of conversation today.But here's what Trump had to say on it yesterday when pushed on it by a journalist.

11:30

bases in the Gulf to help them target?What can you do about that?

11:34

Well, we'll find out eventually.true.I'll ask Putin about it.We'll find out.It doesn't have much impact because we've knocked the hell out of them, wouldn't you think?If that's the case, look, you know, they gave Venezuela a lot of equipment.

11:48

Venezuela had all Russian equipment.How did that work out?Not too good.So they may be giving, but if they are, it hasn't worked out because they have no army, they have no air force, they have no navy, they have no nothing.So it hasn't worked out well.I don't think they've been doing it, certainly not at a high level.

12:08

And if they have, it has been very unimpactful.

12:12

Now, I'm sure another subject of conversation between the two leaders will be the package of hundreds of millions of dollars, which we've been talking about for many months now.And this is the more overt military support rather than the Graham tariff bill.In essence, the latest on this isn't the most encouraging for the Ukrainians because whilst they confirmed that there would be a trickling through of support, that there was going to be a plan, as it were, laid out, the latest on this is that the has told members of Congress it will not finish spending 400 million dollars that Congress has already authorized for Ukraine until the end of the fiscal year 2029.So obviously that has major ramifications, because we're years away from that.And the Ukrainians obviously feel that the important thing is to get the money as soon as possible, to get the support as soon as possible.So Congress is also frustrated about that aspect of this.

13:08

And I think that that may also play not only to the conversations between the leaders, but also play into some of the dialogue that we see around the tariffs bill on the floor, if indeed it is put forward.So it's not the most hostile context that we've seen for President Zelensky in Washington.Bear in mind that he's not felt he needs to go out there with any Europeansupport.You remember last year after the Anchorage summit that Zelensky went with all of those Western leaders.He's not done so this time and clearly doesn't feel that he needs to.

13:39

But nonetheless, this is not quite the positive environment that some people are trying to push at the moment.We've seen Laura Loomer in Ukraine at the moment and some people are trying to read into this the fact that Trump is really warming very strongly to Ukraine.I think that that's possibly going a little bit too far.But nonetheless, an interesting one.And as I say, we will continue to monitor that.So I've got a few more updates on this, but any reactions to any of that, Alex?

14:12

Well, I saw again, air defence seems to be, you know, the main topic conversation.I believe I saw one report saying that, you know, that's going to be something Zelensky's going to be hammering home.And even though we feel very much we're in the, you know, a heat wave, summer heat wave, the Ukrainians, they're looking towards the winter now.Yes.only a few months away.And it's going to potentially be a very hard one without those interceptors.

14:35

Yes.Well, we're already seeing, as we've been talking about for weeks now, higher fatality rates in Ukrainian cities.And I think the expectation is that, as you say, this winter will be worse because of the shortage of those interceptors, in part, of course, because of the war in Iran and the global shortage that there's been.But I'll say a few more updates.I think you talked about this story again at the end of last week.So perhaps you can just give people a very short reminder of the latest on this.

14:57

But Ireland.So We understand that EU officials are rather hesitant to do anything further around this plant that is the Russian -owned Illumina plant in Ireland, because in essence, and this is quoting an EU official in the Financial Times, if we sanctioned the company, we would be cutting ourselves off.Now, can you just remind us, Alex, when we were talking about Ireland last week, whatwas the latest on this subject when it was being talked about with the Ukrainians?

15:28

Well, it was sort of, down in the context, Ireland said they were going to give all these donations to Ukraine, all this non -lethal aid, which was great, but they also sort of slipped in that, well, the Prime Minister, Ireland's Prime Minister said that in their own investigations in Turin, Ireland, they hadn't actually found any links to Russia and the giving of the Illumina products, which was interesting.And I felt like it was sort of quite clever wordplay, you know, making the big announcement, this is all the support we're going to give, and then saying, you know, investigations are going on, but we've not seen any links.And it felt sort of, to me at least, that they were going to sort of slightly just sort of let it kind of settle under the carpet.you know, whether that comes out again to haunt them.I mean, it feels like there's plenty of evidence suggesting, not suggesting, proving that there are direct links.So it was interesting that the Prime Minister was able to say that.

99.9% Accurate90+ LanguagesInstant ResultsPrivate & Secure

Transcribe all your audio with Cockatoo

Get started free
16:22

Well, it's an interesting piece in the Financial Times.It's saying EU capitals believe that if they actually were to do anything on this plant, or if it would not necessarily shut it down, but to put any sanctions on it, that that would actually impact Europe's own flow of Illumina.So an interesting story.We'll continue to monitor.Now, I mentioned Romania.Yesterday, the ambassador was summoned, the Russian ambassador, as a consequence of another drone incursion into Romania, which had to be shot down by an F -16 fighter jet this time.

16:50

Well, we now understand that Romania has actually expelled a Russian diplomat as a consequence of that.Now, there is a sort of escalatory ladder in diplomacy.I'm not talking in the military context, in diplomacy, and one of the quite significant things that one can do is expel a diplomat.And we've seen a lot of that tit for tat.And I imagine that something similar will happen.Russia will probably do this with a Romanian in Russia.

17:13

But nonetheless, the Romanians are understandably very upset.

17:17

Of course, earlier this year, they had onedrone crashed into an actual residential building I think injuring at least two people.Yes.It's interesting we've had quite a lot recently from Baltic and Polish security services talking about a looming threat some sort of type false flag type situation.One of the things that they've been talking about is either Ukrainian drones or Russian drones landing in within NATO territory and I'm not saying that these past three incursions are that, but it feels like we're getting closer and closer to these sort of predictions by those security services.

17:51

Yes.And I remember that Dom and I were on the episode when the first, when that incident took place or the injuries.And we were asking the question, I think it is a fundamental one, which is what if people have been killed?Is that an article five moment?Or is that the moment where conversations begin around that?Or is this another example where because it's been incremental, you know, drones have almost injured people.

18:12

If anyone was killed, now that wouldn't be considered an Article 5 moment, whereas two years ago, it might have been.So it's a very, very important one for us to continue to monitor, even if sometimes the details can seem rather granular.One last story.Antonia Langford for The Telegraph has written a very interesting piece reflecting on the domestic turmoil in Ukraine relating to Fedorov.And just a very quick update on this saga.There are still protests taking place in Ukraine at the moment.

18:39

It does seems some of the political pressure has been reduced around Fedorov being returned to the administration.Now, as I say, people are still very angry about this.There is still an expectation that in some way he might become involved and that this issue is not going to go away.But it doesn't feel like Zelensky is under the intensity that he was, which ultimately led to the sacking of Sersky.Now, the reason I bring this up in relation to Antonia's piece is that that Fedorov, of course, was, I'm simplifying here slightly, trying to push through military reforms.The conscription, of course, has a lot of issues in relation to human rights.

19:15

We've talked about that many times.Sersky was very hesitant to adopt those, but he's one of the key issues.And so in the piece, she draws attention to what life is like for those who are Ukrainian men, particularly who are draft dodgers and how these issues can blow up.And there has been, as we've talked about at the time, protests in Lviv, which led to quite considerable violence on the streets in relation to this issue.So it's not going to go away that these issues that we're talking about last week are bigger than Fedorov.They're bigger than Serskiy.

19:47

They come to seem be seen as representative of the issues such as military reform or Soviet versus modernizing doctrine, but really they are actually only aspects of much wider conversations taking place at the moment in relation to Ukrainian society.So I just point that piece out for those who are very interested in that subject in particular.But another Deep dive worthy subject is of course the Grain Corridor, something that we've been talking about a lot more recently.Interestingly, it really does feel like the Black Sea is back, if it was ever away.Tell us who you spoke to.

20:22

So I spoke to Andrei Sivov.So he's essentially a Black Sea agricultural experts who focus a lot on grain exports, but wheat, other sort of products like that, but also general sort of maritime trade in the region.And we go into sort of a deep dive on the threat to that ability for all countries to navigate their trade, etc.But also the sort of diplomatic risks.Again, food scarcity is a big one.But also, interestingly, the resilience of the market.

20:52

And whilst prices have fluctuated, we're going to sort of detail on how both Russia and Ukraine have been able to sort of adapt during the war.Now, clearly, there's been a few big events recently, we saw over the weekend, the Golden Leo, which was a Guinea -Bissau flagship, sank and they have been carrying greatreport, not just report, it's confirmation that the grain corridor did officially close for a few days in the past week, which hadn't happened since earlier in the war.And so all these sort of key events have been sort of upticking over the past few weeks, and it felt sort of a good time to really have a look at sort of what are the wider ramifications, not just for Ukraine and Russia, but also the globe, you know, the Black Sea and the Sea of Azov, to quote our guest, In terms of grain, that is essentially the Straits of Hormuz bought that product.

21:42

That's an interesting way of thinking about it.Well, let's hear that interview now.

21:46

Andre, well, thank you very much for joining us on the podcast today.I'd like to start with yesterday's UN Security Council meeting, which is a session that was originally declared by Ukraine.But several of the delegates warned the Council over a recent surge in attacks on Black Sea ports, civilian vessels and agricultural infrastructure in the region.I was wondering if you could slightly unpack what they discussed yesterday, particularly with regards to wheat grain, food exports, and just the general freedom of maritime navigation in the region.

22:20

in the Odessa region and it has been happening for several weeks already.Attacks on Odessa ports, Odessa infrastructure, vessels near Odessa, one of the vessels and it was an indication of how hard, how strong this escalation was one of the vessels just recently sunk this weekend also the way attacks on other terminals on the Danube which is an alternative to Odessa for Ukraine and before that there were many attacks in the Azov Sea which actually stopped the flow of grain from the Azov Seathe Kerch Strait, which is very important export route for Russian green as well.So currently both Russian and Ukrainian export flows are heavily disrupted.

23:16

And would you say that the situation now is probably the worst it's been throughout the conflict so far?

23:22

No, if we look at prices, if we look at volatility, it's obviously way lower than it was at the beginning of the conflict in February, March, April, May 2022.Prices are roughly two times lower than they were at that time.But I think we are getting close to the level of uncertainty and volatility that we saw in summer 2023 when the so -called Green Deal collapsed, if you recall that in July 2023.The prices rallied, volatility rallied, there was a big disruption and a lot of uncertainty.So we are close to that level right now.which we saw three years ago.

24:16

important Russia and Ukraine are for, you know, world food exports, wheat, etc.Who do they supply?And for example, as sort of British, American, European consumers, are we likely to be consuming Russian wheat products or Ukrainian wheat products at breakfast or whatever?

24:32

To put it simply, I think for the wheat market, it could be comparable to the street of Hormuz.You have Strait of Hormuz supplying around 20 % of global seaborne crude.And you have Black Sea, Russia and Ukraine, actually also Romania and Bulgaria, but we'll leave them for now.But Russia and Ukraine, they supply around one third of total wheat for the global market.tradable wheat.So they supply more than 60 million tons of wheat per year, while the global wheat trade is around 220 million tons per year.

"Cockatoo has made my life as a documentary video producer much easier because I no longer have to transcribe interviews by hand."

β€” Peter, Los Angeles, United States

Want to transcribe your own content?

Get started free
25:11

So this is the largest wheat export hub by far.The main destinations are, first of all, minor countries, Middle East, Northern Africa, Turkey, Egypt, Algeria.Those are the main destinations.And some more distant countries like Bangladesh, like Indonesia.If we talk about the U .S.

25:35

, no, of course, but sometimes actually U .S.and Mexico, for example, its neighbor, they're buying wheat from Russia.But we also should add that it's not wheat only, it's also corn, and Ukraine, on top of being one of major wheat exporters, Ukraine also a big corn exporter, and the European Union is a number one destination for Ukrainian corn.So you are unlikely to have it in your cereal during your breakfast, but animals in Spain, in Netherlands are very likely to be fed by Ukrainian core.

26:15

And so clearly, Black Sea, a key sort of corridor for moving these products.just how important in terms of percentages is the Black Sea region, Sea of Azov?And therefore, how much have the recent strikes on infrastructure in the area had on sort of prices?

26:35

In recent few weeks, around two, three weeks, the global prices rose by around 20 % with prices.

26:42

I mean, to me, that sounds sort of quite alarming are, you know, in the sort of field of experts, is that a shocking rise?

26:50

Not really a shocking rise.Wheat is called often a widow maker because it could be very unpredictable.It's financially not such a big market like corn, for example, so it could be moved relatively easily.And it's very, I think it's very, it could move easily make big swings reacting to geopolitical shocks.For example, when we saw a start of war in Iran, it also spiked by around 15 % very, very promptly.So no, it's not a shock.

27:22

But the question is whether we see some normalization here, some kind of new deal.And there were a lot of rumors last week that it could happen.And the prices, in fact, tumbled on Friday.last Friday.But if we don't see any agreement here, more strikes on ports on both sides, it could be just the beginning.Because right now in July, late July, it's the start of the new grain season.

27:51

Russia is only harvesting its grain.Ukraine is only harvesting grain.Export flows are relatively limited.So those infrastructure bottlenecks that both countries have right now, they're not so important right now because export flows are small.But starting from August, both countries typically substantially increase the pace of exports, and it will be hard to do that this year if infrastructure will be still attacked and there will be no more or less free navigation.

28:25

It's well known that Russia has deliberately targeted Ukraine's agricultural and food sector, strikes on grain terminals, storage facilities, the burning of crops, and of course, the illegal occupation of a huge portion of Ukraine's agricultural land.Just how detrimental has this been for Ukraine's economy?And how has Kyiv sought to overcome this and adapt during the conflict?

28:49

Yes, around20 percent of Ukrainian territory is controlled by Russia.So as we know, it's for east, south, east.Fortunately for Ukraine, it's not the most productive land.So actually, average yields have been relatively high after the start of the war in Ukraine because And overall, I think the production was way more resilient than many were expecting at the start of the war.So we obviously saw some decline because of that lost territory, which was the most productive.

29:29

But overall, yields and production have been very strong and they remain very strong.And Ukraine actually has quite good, could produce a very good crop again this year.Yes, that's correct right now and it has been an issue I think it has been a grown issue 2026 because attacks started not only in last week they escalated during the last few weeks but they started a long time ago.What was new Russia also started to hit a railroad infrastructure more effectively and let me doubt that anyone was trying to burn fields it just doesn't make any sense but railroad infrastructures that was a substantial escalation and railroad depots and so it was both hits on terminals and railroad whichwas supposed to bring the grain into terminals.Yes, so right now export infrastructure is the biggest bottleneck for Ukrainian farmers.

30:56

There are also some more additional things that that are an issue for them, because right now, as you know, it has been very hot in Europe.And I mentioned quickly some time ago that one of the main important alternatives to Odessa terminals the terminals on the Danube.And now water levels have dropped substantially, which means that a typical vessel can load only 80 % of its normal dead weight, because otherwise it can't pass the Danube.

31:36

So the shift in water levels is actually having quite a huge effect.Just painting that picture, it's a good point about the effect on changing different ports, etc.How much of a shift has there been recently, in terms of using alternative sites to facilitate grain movement?

31:53

Let's start with a quick overview of how they typically ship their grain.Before the war, early 2022, they had two Major expert hubs one in Odessa, which mentioned and another one was Mika life Mika life has been blocked and it's still blocked despite the fact Russian Authorities in Russia for times.I'm still hit Mika life.It just doesn't make a lot of sense right now.So And then for some time, both Ades and Nikolayev were blocked at the beginning of the war, and they started to shift their route, their export flows to the Danube terminals, which were almost forgotten by that time because they're shallow sea terminals, they can accept onlyvessels, 5 ,000 tons, 7 ,000 tons.

32:43

You can load 60 ,000 easily in Odessa or even more.And they also started to move grain via railroad more actively to final destinations in Europe or to Constanta in Romania, where it can be loaded on a bigger vessel, Panamax, again.and also by trucks to the EU to final destination.So they had to switch from those big deep sea ports to Danube and land transportation.And then there was a green deals and so -called green corridor.And then they switched back to the Odessa in 2024, 2025, 2026.

33:26

And for example, in early 26, Odessa was accounting for around 95 % of the total experts.So it was a major expert route by far.Now it is blocked, not fully.Actually, there are reportedly one vessel entered Odessa last week.And now they have to switch to other destinations, which is more costly.And the problem is it won't be able to offset Odessa fully.

33:56

So with Odessa, they could ship around five, six million tons maybe a month.But we do doubt that they can ship without addresses, they can ship more than 4 million tons, 4 .5 million tons a month, or maybe even less because of the problems in the Danube, which I mentioned.

34:18

Okay, so it seems, you know, Ukraine's had to be quite flexible throughout the conflict, changing these corridors, the sites of export, etc.What about Russia?How adaptive have they had to be throughout the conflict, if at all?And bearing in mind clearly, Sea of Azov seems to be a problem now, but are there other areas?of change that they've had to make?

99.9% Accurate90+ LanguagesInstant ResultsPrivate & Secure

Transcribe all your audio with Cockatoo

Get started free
34:37

Yes, for Russia, it's also quite challenging.Azov, and so it's not only Azov, it's Azov, first of all, there are several terminals in the Azov Sea, and then you have green terminals on the Don River and Volga Rivers, they're connected via canals to the Azov.And from there, they go to final destinations like Turkey, or they've been unloaded from small boats into a big vessel.And that expat route accounted for around 25 % of total Russian expats.For now, it's not such a problem as I mentioned, because it's very start, it's very start of the new expat season.But starting from August, which starting pretty soon, it will become bigger and bigger problem because similar to Ukraine, Russia won't be able to offset lack of navigation via Azov through other terminals, those many deep sea terminals on the Black Sea and some terminals in New St. Petersburg.

35:50

Looking away from Russia and Ukraine, one of the points raised in yesterday's UN Security Council meeting was the effect that this conflict was having on countries facing food scarcity.Now, both Russia and Ukraine export to third world countries, as you talked about earlier.How much of a worry is the current situation for some of those countries?If you could just also discuss some of which countries those are?

36:17

When we talk about commodities, and this is a commodities market, it's not like country A always buys from country B. So if country B has problems with exports, country A is in trouble.So it's not like that.The country A looks at different options and they buy from different countries.And for example, if right now, because of high freight, Black Sea grain is becoming more expensive, they're buying from other suppliers.like EU, for example, like Romania, for example.So, it's not a problem.

36:53

So, to answer your question very simply, the poorer the country, the bigger problems it faces.So, for example, and by poor country, here we mean a country, roughly, where an average household spend more than 50 % of its income on food.For example, in the US, that metric is around 10%.In Europe, it's from 10 to 20%.In Russia, it's around 30%.And Afghanistan, Sudan, places like that, it will be more than 50%.

37:28

And those countries will suffer more because they have a large food bill as they rely a lot of inputs.And those regions will face big problems, especially if prices continue to rise.So, for example, it's Afghanistan and I would say Central African countries, they will suffer the most.

37:49

On the diplomatic level, You know, it's important to differentiate Ukraine strikes on sort of, we've talked a lot about the shadow fleet, tanks, et cetera, targeting oil and military supplies.And now Russia's targeting grain vessels.They are clearly separate issues, but it feels like overall, the sort of maritime confidence in the region is decreasing.I've seen warnings from sort of the Indian government, for example, towards, for its sailors in the area, Turkish maritime organizations.Is there a tipping point in which either Ukraine and Russiathat the issue is becoming so large that they need to sort of go back towards another sort of deal or initiative?

38:30

Or do you think that actually, there's enough resilience globally, that there isn't going to be pressure on the countries to sort of stop what they're doing in terms of Ukraine, Russia, these strikes?

38:40

Let's say, I don't see any signs of de -escalation right now.Those problems with green experts, they hurt both countries, but probably it's more important for Ukraine, because as a reminder, food experts account for more than 50, 60 % of total good experts out of Ukraine.For Russia, it's way less important.Russia, obviously, energy experts are way more important than green experts.At the same time, to be honest, I doubt that neither Russia nor Ukraine really care about potential problems with food security in the world, practically.But both countries would want to play that card, that they're trying to help the Global South, care about the Global South.

39:45

Actually, the Security Meeting Council was a lot dedicated to that.And also, as you can recall, that in 2022 -2023, Russia was talking a lot about how it should help the Global South.But at the same time, that initiative itself is not enough to just try to strike a deal.And I think those strikes could continue unless there could be some kind of agreement, not a direct one, but involvinga third party.And that third party is likely to be the U .

40:24

S., as I suspect.Because, and one of the important factors, I think, not just green experts, but attacks vessels carrying oil, first of all vessels carrying oil from CPC, Caspian Pipeline Consortium based in the Black Sea, around it's owned by Russia, Kazakhstan and around one third of it owned by US major oil companies.And we already saw leaks, media leaks, that they do talk to the Trump administration and asking him, asking the administration to help to stabilize navigation in the region.And I think it could be more important that concerns about rising green prices.And also, in fact, Russia and, again, Russia and Ukraine, they would benefit from rising green prices.

41:26

So, but obviously the U .S.could play a role here, potentially with Turkey involvement, as we saw during the previous Green Deal.And Ankara already hinted that it would be interested to strike a new agreement.And President Erdogan, he really liked the idea of the Green Deal.It was called Erdogan's Deal in Turkey.

41:52

He felt like it was his personal achievement.And in fact, it was.So I don't think we see an agreement between Russia and Ukraine.But if, for example, the U .S., backed by Turkey, perhaps with some European involvement, would try to calm both sides down, this could

42:15

But obviously for that, I think Russia would need Ukraine to stop attacking Azov Sea and Black Sea ports as well.So there are many, many EVs right now, but again, and it's also reminds me 2023, we talked about it already.So when that green deal collapsed, it was like escalation and escalation, escalation attacks on both sides, prices rising very fast.But then in the second half of 2023, everything settled down.without any public announcement, without any statements from any sides.But those attacks just abruptly stopped.

42:53

And that happens in 2023.And I don't, and we still don't know what happened.My theory, personal one, is that it was an agreement broken probably by the US.And we could see something similar this time, but we'll see.I think we'll need more escalation and higher prices so that many, many people could get concerned, and after that put some pressure both on Russia and Ukraine to make some agreement here.

43:21

Andrei Sisov there.Well, thanks, Alex, for doing that really interesting and topical interview.Still one of my favourite pieces of reporting that we did last year was seeing the Grain Corridor out on the Black Sea with the Ukrainian Navy.There is a video out there somewhere of Domini in awe at the scale of it.It really is quite something extraordinary.But any other thoughts on that interview before we go to final thoughts?

43:40

Yeah, I think Really, I sort of went in it thinking we're going to talk about, you know, again, food scarcity is a real issue.But one of the things I thought was most interesting was just the resilience of Ukraine's agricultural sector.You know, bearing in mind, clearly, there's a war going on.A lot of these industries are being attacked.Farmers are being used to fight in the conflict.But also, 25 % of Ukraine's agricultural land is actually under occupation.

44:06

And yet, they've been able to bounce back and produce almost a surplus.of grain, which I just thought was extraordinary.And before the interview, I hadn't realised that before doing my research.So a really, really interesting subject and hopefully explained in good detail that.

44:24

So my final thought today is I know we have reported or you've reported on the podcast many times about Wagner, clearly, since the demise of Pugosian, less of a topic.However, I read a really fascinating piece in the Wall Street Journal about his son, Pavel Pugosian, who it turns out is alive.I don't know if he's well, but alive, certainly, in the Central African Republic, and he's running a drugs empire.according to the Wall Street Journal, with a sort of focus on the tramadol trade and sort of essentially him and 500 Wagner fighters have installed themselves and are basically funding their operation, which is in sort of hundreds of millions of dollars, if not more, through the selling of these sort of prescription drugs.And it's just a reminder that whilst we see the sort of demise of key figures, the organizations do go on.And I know we focus more on the sort of Afrika Korps, and what they're doing in Africa, but it turns out the remnants of this organization, which has basically become a criminal organization.

45:27

And so I recommend to listeners to have a look at that report from the Wall Street Journal.

45:35

Wagner moved into Africa that was the moment that the Ukrainians tried to build more relationships diplomatically with African countries because they said look Wagner is there it's causing all of this damage or might do as Mercenaries and they have to your point.They've also done a lot in Mali as well You need to be building relations with us because we know how to fight them So an interesting and ongoing saga speaking of ongoing sagas You may have seen that yesterday Putin had to make do by standing by a picture of a submarine ratherthan the usual theatrics of the St. Petersburg Navy Day parade.I just thought I would leave you with quite an amusing clip from Kaliningrad, the Russian enclave, where they have been able to do a Navy Day parade, but it doesn't actually involve any boats.Rather, it looks more like a raft of some kind with a few soldiers playing trumpets on top of it.Doesn't quite look like the most formidable Navy in the world.

46:29

a great year for Russian parades.Obviously the main night parade didn't go exactly to plan, lack of equipment there.

46:36

Yeah, so thought I'd leave you with that.But that's all we've got time for today everybody.We'll be back same time, same place tomorrow.Until then, all the very best from us in London.

Get ultra fast and accurate AI transcription with Cockatoo

Get started free β†’

Cockatoo