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Agree with all that you have posted. If the price of fossil fuels keeps going higher I would expect that would hhave the companies using fossil fuels now looking for alternatives. I do not see the Russian invasion easing which will at some point have anyone using Russian oil/gas switching to another more costly source.

One way to wean the world off Russian oil/gas is to switch to alternatives which will be tough at first because the infrastructure is so far behind. 

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