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Geo-economics, EM, Energy/Resources. Obsessed by sanctions, sovereign wealth, debt, supply chains, trade. Ziemba Insights CNAS Horizon Engage NYU 🇨🇦 wine economist (dipWSET). NYC mostly, YVR often https://rziemba.substack.com
Rachel Ziemba
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My hunch is that other general or specific licenses are ahead. If the latter it trade would be even less transparent. Other q is whether there will be more restrictions on Russian ability to spend the money