David, this energy firms aspect is wierd to read in situation, where 2 days ago Putin had to be arbiter between Gazprom and Rosneft in their dealing with Shell and Exxon. The fight is going on because of Sakhalin LNG project, which must be exproter to the Asia market. Diversification of energy routs from Europe to Asia with the help of western firms.

This seems to be good article.

Russia Is in No Economic Shape to Fight a War
By Anders slund Apr. 22 2014

http://www.themoscowtimes.com/articl...mes+Opinion%29