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  1. The geography of Russian oil production is...

    The geography of Russian oil production is changing rapidly: the West Siberian fields are being depleted, with most new production coming from East Siberia. There's an obvious geographic advantage...
  2. If the Russians start selling more to East Asia...

    If the Russians start selling more to East Asia and less to Europe, the Iranians can just sell to Europe. Given the supply/demand equation in energy markets these days, anyone with oil and gas to...
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