The tweet was deleted by the author.
But we saved everything 🙂.
Russia's financial gains from higher oil and gas prices are constrained as long as sanctions and export controls remain in place.
Matthew Klein shares this analysis in a recent piece for THE OVERSHOOT, emphasizing how these measures curb the aggressor's ability to benefit fully from elevated energy revenues.
Klein has also examined other factors affecting international balances. In a recent analysis, he reviewed whether tariffs could effectively address U.S. balance of payments issues in potential 2026 scenarios. He has additionally described how buying distant Brent futures at a discount to spot presents a risk premium for investors. These pieces highlight Klein’s continued focus on the financial impacts of global trade policies and commodity markets.