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IL35: The New Age of Economic Warfare: Are We Ready? ft. Edward Fishman

Top Traders Unplugged

INSIGHT

Bifurcated Markets

  • The oil market, once a globally traded commodity with a single price, is now bifurcated due to geopolitical factors like sanctions.
  • This has led to multiple oil prices: one for regular oil and one for sanctioned oil, with the latter being sold at a discount by countries like Russia to nations like India and China.
  • This bifurcation of the oil market foreshadows a broader trend in the global economy, where formerly globalized markets become geopoliticized.
  • This new reality will likely see separate markets for commodities from sanctioned and non-sanctioned countries, each with its own price and risk profile.
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