This is all about refining and shipping capacity. Given Ukrainian attacks on Russian refineries it's likely they don't have the capacity to do so. And, even if they did? That's a lot of fuel to ship and it won't be going to easy-to-reach markets like China.

Nor is it clear the European market will drop sanctions even if the USA does. And Ukraine still has a vote with their drones.

Of course I could be completely wrong, but I am *certain* the Orange One plans to profit off this somehow.

[fin]