Quote:
Originally Posted by bizaro86
Electricity is the best option, because it can't really be stored (things like potash and oil they have large amounts stored) and it takes a huge amount of time/infrastructure to get it elsewhere. Potash/oil if they decide to start buying Russian instead the ships will be loaded immediately. But new electric transmission/plants take years to build. Uranium they have enough stored to last until Trump is no longer president even if that requires him to die of old age.
Probably "all of the above" is the right choice, but electricity is where their balls are in a vice so if we need to squeeze that's the biggest pain point.
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Sure, and they do maintain uranium and oil reserves, but they don’t for potash. They also don’t produce enough uranium or potash domestically to meet their needs, so while those aren’t issues that are as immediate as electricity, they’re not in a position to not import them.
I also kind of like that slower squeeze for the negotiation process. They can put in a brave face and still tell everyone that what we’re doing doesn’t matter, but behind the scenes they full well that this is going to be a problem. Cutting electricity has that immediate impact, and while that’s satisfying, it’s probably going to make negotiations more hostile.