Jonathan WilmotSep 29, 20223 min readStrategy & Economics PostsWar or Peace IRussia is about to formally annex the parts of Ukraine that it has occupied, making (in Putin’s narrative) an attack on its forces there an
Jonathan WilmotSep 15, 20222 min readStrategy & Economics PostsCan Europe Get Through The Winter Without Russian Gas?The EU will need to cut consumption by around 15% from 2021 levels. And even then it will be touch and go.