I'm John Batser, Bill Rosio, my colleague and co-host, and we go immediately to Ukraine War,

the unfinished business of Eurasia.

Financial Times in these last hours, Ukraine's drones dent Russia's war-fueled oil windfall.

And then there's a satellite image of a strike most recently at storage tanks at UstLuga, Russia, and the burning oil tanks you can see visibly from space.

However, in addition to the oil supply line that's being interrupted and causing disruptions worldwide, quite separate from the Strait of Hormuz, we have the F.T. talking to a factory owner.

It doesn't say what, and it doesn't name him.

It just says senior Russian businessman.

And he is skeptical that anything can be done to stop the long-range drones by the Ukrainians.

He says, what good a reserve us with slingshots? We had to put up

towers at all our plants and stretch netting between them to catch drones. He adds, we bought

everything with our own money. Moscow gave us nothing. This is news to me, John. It might be well

established that Ukraine's been striking into Russia energy nodes,

but they now look to be targeting all aspects of the supply chain.

And according to the FTs quote here,

the Kremlin's not pushing back or not doing anything about it.

Has this been building, John, or is it a sudden turn?

Good evening to you.

John, hey, Bill. Thanks for having me on the show. So I think what we have here is, in some sense,

a continuation of a trend from last year in which Ukraine was striking Russian critical

infrastructure, especially in the oil industry, along with some strikes on defense industrial

targets so that continue

this year. And I think Ukraine has perhaps put special emphasis on targeting Russia's fuel export

...