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Kharkiv Under Siege Yet Russian Oil Still Flows | Jacob Shapiro
Forward Guidance
The Commodity Doom Loop
Jacob Shapiro: If Russia takes over Ukraine in a sort of bloody way, it's very likely that the price of natural gas, oil, wheat go higher. He says he sees scenarios where we can go really high and then get in the doom loop. "I don't think it's really possible to come up with an answer right now"
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