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Goldman Sachs Group said that at a time when Russian supply is at risk and disrupted by the US-Iran war, diesel is at the core of the tight fuel supply. Samantha Dart, Co-Head of Global Commodity Research at Goldman Sachs, said: “The situation in Russia is indeed a matter of great concern for us. The Russian problem has been going on for about four years now, so this situation is likely to continue.” “It is clear that there are actually no problems with Russian crude oil exports, but this is not the case with exports of refined oil products. So this is the part of my biggest concern about the supply disruption because we don't know when this will end.”
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Goldman Sachs Group said that at a time when Russian supply is at risk and disrupted by the US-Iran war, diesel is at the core of the tight fuel supply. Samantha Dart, Co-Head of Global Commodity Research at Goldman Sachs, said: “The situation in Russia is indeed a matter of great concern for us. The Russian problem has been going on for about four years now, so this situation is likely to continue.” “It is clear that there are actually no problems with Russian crude oil exports, but this is not the case with exports of refined oil products. So this is the part of my biggest concern about the supply disruption because we don't know when this will end.”
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