Analysis of Oil Supply Disruption Due to Sanctions

This analytical report examines the surge in oil prices due to the Ukraine conflict, highlighting the potential for significant disruptions in Russian oil exports. It presents three scenarios for future oil prices, forecasts Brent spot prices for 2022 and 2023, and discusses the implications of sanctions on Russia's energy sector. The report emphasizes the unprecedented uncertainty in the oil market and the potential for a major supply shock affecting the global economy.