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Ref.: Russia
Correct: Russia is confusing and let's wait + see.
Allthough, from what we, as an oil major who purchase a lot ex-Russia, are getting offered from Russia by various Russian parties ( connected and not-so-connected to the oil+petr.product industry ) we clearly see a lot more volumes getting "export-ready"
than in recent past. And the infrastructure for export (jetties,tanks,etc..) in some parts of Russia still work quite efficiently and they simply do the job.
In the energy supply/demand balances, Russia is too important to ignore: that's not speculation but based on numbers + experience.
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