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      "text": "The war in Ukraine - and the official and unofficial sanctions - has thrown trade patterns into disarray.",
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      "text": "Shifting product flows and margins: The flow of Russia’s exports of refined products is notably different from crude oil. Product and geographic differentials will be volatile until the supply chains can be reconfigured.",
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      "text": "Unprecedented supply disruption: The war in Ukraine – and the official and unofficial sanctions – has thrown trade patterns into disarray. Any adjustments will take time and additional infrastructure investment.",
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      "text": "Fluid capital allocation: Making up for the loss of Russian oil, gas and coal has raised questions about what will fill the gap. The speed to market and the certainty of supply may trump sustainability in the short run.",
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      "text": "LNG markets poised to expand: Reliance on Russian gas supplies is no longer viewed as an option. The demand for gas will not go away quickly and it is certain that LNG will have an expanded role in the supply mix in Europe.",
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