Sunday, April 24, 2022

The One-Two-Three Punch -- Russia -- April 24, 2022

Sanctions, link here:

  • Russian oil exports discombobulated;
    • short-term: Russian oil export routes in flux
    • medium-term: banking system to facilitate trades in oil in disarray
    • long-term: Russia oil sector needs western technology more than western technology needs Russia


Folks who question the validity of this chart simply have no clue.

Question: with western technology now avoiding Russia, does that improved the supply chain for the rest of the world?