MNI: Political Drivers for Energy Oct. 27 – Nov. 2

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Executive Summary: 

• The U.S. announced sanctions on Russia’s Lukoil and Rosneft last week, likely disrupting exports to India and China.
• Key to watch will be the U.S’ determination to enforce the sanctions, and the circumvention measures employed to overcome them.
• U.S. and Chinese officials have sketched out a trade deal framework.
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