RE:Russia losing the Ukraine War-oil to collapse?Things are going very badly for the Russians with them losing more ground every day.
But I have been thinking, even if Putin falls, there is no guarantee he will be replaced by someone friendly to the West. Indeed that supporter of his that was killed by a car bomb was a hawk that thought he was not aggressive enough.
The big thing with Recaf is that is in an area of Africa that has to import oil and is energy starved. Example: recently a South African oil refinery had to stop operations because it could not get enough crude.
Recaf should be a low cost producer with a ready nearby market and thus I think relatively isolated from world oil price declines.