🚨 RUSSIA DIDN’T LOSE BUYERS.
IT CHANGED THEM.
What happened?
• Sanctions reshaped flows
• Discounts redirected barrels
• Asia absorbed volume
• Europe rerouted to LNG + US crude
Russia didn’t disappear from the market.
It pivoted East.
If this persists:
• Asia locks long-term discounts
• Europe pays structural premium
• Trade routes harden
• Energy blocs solidify
Oil flows follow politics and politics now follows oil.
FOLLOW LIKE SHARE