War and the complications added when the markets intervene. Yemen Houthis causing an extra 2 weeks travel time to containers is a cost coming down the line. More immediate is the Indians want Russian Oil but then they know the US may retaliate with sanctions if they pay in rupees. World is one weird place, it is like a game of Chess or worse again Poker.

Bill Browder @Billbrowder 27th January 2024 Apparently India loves cheap Russian oil but is afraid of US sanctions if it

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