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    IF THE CORRIDOR IS PROLONGED, THEN PRICES ARE LIKELY TO FALL IN 2023, UNLESS…

    03 Nov 2022
    We have highlighted the downside risks for our markets since May 2022, when prices reached unprecedented highs. A lot of the risk has been about hectic geopolitics. Massive risk premiums are being added or retrieved very rapidly. Reading the short-term moves has become impossible. We should therefore focus on longer term analysis. We will review here the potential up and downsides…

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