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Jacob Shapiro on Russia, Ukraine, and China
Forward Guidance
Oil Is Fungible in a Way That Natural Gas Is Not
I think you could see a slow sort of trickle of decline in Russian production. Oil is fungible in a way that natural gas is not and barrels are probably going to go from one place to another. Guyana is another place that's been producing oil like gangbusters just in last year or two for export. And so the China reopening very important to demand as is US demand, the recession you mentioned.
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