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b'Podcast episode 15

Geopolitics
- Turkey and Iraq:
Turkey is selling oil from the Kurds through its Ceyhan port
Iraq seeking talks with Turkish government to try and shut that down
Iraq wants to sell Kirkuk\\u2019s oil to Iran
- ISIS:
Destroyed Iraqi oil infrastructure
Ran its own fairly sophisticated oil industry
Targeted airstrikes took out most of ISIS \\u201cdark\\u201d oil industry
- Saudi-Russia oil deal
Traditionally Saudi Arabia and Russia have not been allies
Saudi Arabia and Russia are on opposing sides in Syria, definitely in Iran
But they are close in energy deals \\u2013 signed big LNG deal and Russian interests
hoping to invest in Aramco IPO
Russia and Saudi Arabia are supplying most of China\\u2019s crude oil
- Egypt and Israel
History of war
\\u201cCold\\u201d Peace \\u2013 not much economic cooperation
Egypt just signed a big natural gas deal with Israeli companies to provide Egypt
with natural gas
Business is leading diplomacy\\u2026

Curacao Refinery
- Will Chinese firm come in and take over from PDVSA?
- Would someone else come in? Curacao wants a company that will make improvements to refinery \\u2013 potential opportunity for foreign companies?
- Would that hurt Maduro?

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