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Writing a book on the Russian economy is an act of self-harm, but a substack on Russia, America, the energy transition, a world gone mad? That's an act of healing.
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Political risk & energy, metals, Russia/Eurasia, political economy, whatever comes to mind. Chicago forever. Survivor of Haverford, EUSP and LSE. At S&P Global Energy, all views are my own. The usual.
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