The Bunker Group
It won't matter if Russian 'special operation' will be finish 2,3 or 6 months more. Like I put in Russia-West Thread, too much bad blood happen after this. West will find other sources of their Gas and Oil, and Russia will have to find other customers.Qatar is our main supplier but all of Europe is trying to get gas from them now. Lets just hope the Russian operations end before this year's winter.
I'm not buying much on Biden promisses on getting more oil and gas to Europe from North America. The North American producers most likely not going to pump more. So shifting on the Producers-Market that more likely to happen. For that, I see many in Asia looking to Russia.
Is supply and demand basically. When Euro Zone (especialy German and Western Euro) want to source from Middle East, they have higher buying power than most of Asia. Thus increase the price from Middle East, and many in Asia has to find other supplier that can provide cheaper sources. That's most likely Russia as they have to gain new customers.
We already see that with India, thus why I see many in Asia will not going to follow Russian sanction band wagon, due to their need to keep Russia open for potential suppliers. Off course it can be change if Russia doing something stupid like massive chemical warfare in Ukraine.