- Gazprom, the Russian energy crown jewel, has seen its valuation drop considerably.
- Sanctions against Russian-linked investments must be carefully watched as they have significant valuation outcomes. Shorting Russia, so to speak, shorts many others.
- The North American energy trifecta of the U.S., Canada and Mexico need steadfast, well-conceived policies, keeping recent events in mind.
- Monitor energy plays that seek to diversify Europe's reliance on Russian oil and gas like the Eastern Mediterranean alternatives and infrastructure that links alternative routes and supply sources.