Will it cut into Russian oil sales?

Russia’s 90-Day Warning
https://www.realcleardefense.com/articles/2026/01/22/russias_90-day_warning_1160195.html
For three years, the world has waited for the Russian economy to implode. Instead, we watched a “Kalashnikov economy” defy gravity, fueled by high oil prices and a “friendship without limits” with Beijing. But as of January 2026, the gravity of basic math has finally caught up with Vladimir Putin. The catalyst isn’t just the stalemate on the front lines; it’s a legislative “kill shot” from Washington and a quiet betrayal from the East. Between the new Graham-Trump Sanctioning Russia Act and a mounting domestic liquidity crisis, the Kremlin isn’t just running out of options—it’s running out of time.

The most significant development of 2026 isn’t a new missile system; it’s a tariff. The Graham-Trump Bill, greenlit by the White House on January 7, has fundamentally rewritten the rules of economic warfare. By threatening a mandatory 500% tariff on any country—including China and India—that continues to purchase Russian petroleum or uranium, the U.S. has finally weaponized the one thing Russia’s allies value more than cheap crude: access to the American consumer.

The shockwaves were instantaneous. On January 15, reports emerged that China’s largest state banks, including ICBC and Bank of China, began halting Ruble-denominated settlements. They aren’t waiting for the bill to be signed into law; they are pre-emptively cutting Russia loose to save their own export margins.

DB2

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…and I cannot help but marvelling that Senator Graham’s brilliance, added to POTUS, that tipped the scales to actual productive tactics!

Nope, oops, husband points out to me the Occam’s Razor answer. Forget international trade leverage insights, this policy sprang from Putin too evidently rubbing Trump’s nose into the tarmac up in Alaska. Hell hath no fury, nay, neither do furious women (sorry Melania) as POTUS being shown up as a drooling for pats on the head fool up there.

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The US has gone on offense against the black-market merchant fleet that transports sanctioned oil. The first tankers were seized off Venezuela, but the Navy and Coast Guard continue to seize black-market tankers. It is now affecting the scrap ship market.

Why One Big Ship Buyer Wants Shadow Fleet Tankers
https://www.wsj.com/articles/why-one-big-ship-buyer-wants-shadow-fleet-tankers-9a2edfb5?mod=Searchresults&pos=1&page=1
The world’s largest cash buyer of ships for scrap is setting its sights on the shadowy tankers that ferry illicit oil from Iran, Russia and Venezuela. GMS filed a request this month with the Treasury Department’s Office of Foreign Assets Control for a license to buy sanctioned ships.

The company’s founder and chief executive, Anil Sharma, says if OFAC grants the license it will help the U.S. slash the size of the so-called shadow or dark fleet by allowing sanctioned vessel owners to exit the industry.

DB2

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The Aquila II was tracked all the way from the Caribbean.

Defence Intelligence of Ukraine reported that the tanker is involved in the export of sanctioned Russian oil and petroleum products…

DB2

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