Marko Papic on What Markets Got Wrong About Russia's Invasion of Ukraine
Odd Lots
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Navigating Energy Futures Amidst Conflict
This chapter examines the volatile state of natural gas prices in Europe, particularly in light of the Ukraine conflict and the push for alternatives to Russian supply. It analyzes both short-term pressures and long-term shifts in global energy dynamics, highlighting the role of U.S. LNG exports and the risks associated with geopolitical perceptions. Additionally, the chapter reflects on the complexities of Russia's oil exports and the miscalculations surrounding the invasion, providing crucial insights for investors navigating these uncertain waters.
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