What a super post - I love reading different perspectives outside of my local news media about the Ukraine/Russian conflict. In reading your Winners list I was waiting for you to discuss Taiwan - can't help but feel it is the country on the edge - well, outside of Europe. If Russia can't complete their takeover of Ukraine, or it ends in an absolute destruction of their economy with ongoing sanctions - you can't help but see Taiwan as the major winner in all of this. The other side of the knife, if Russia can normalise relations with the west and insert a puppet government in Ukraine - well, Taiwan, watch out.

Green Energy - as a tangent thought, a lot of western countries in Russia, who were developing green energy assets have moved out of the country - could set back green energy years in Russia itself. There is a company in Australia - Fortescue, who is actually a big iron ore miner, but they have a green industries arm - and are seeking hydrogen projects around the world. Think they have walked away from a significant project in Russia's east - where the assumption is the Russian river systems could be a green energy flow of 'gold'.

Thanks for your time.
Tim