OJSCY : Bullish and Bearish Analyst Opinions

Tannenbaum notes that since returning to office, President Trump has used sanctions in "two very discrete instances against Lukoil and Rosneft." While trade is generally up, these two specific entities are in the crosshairs of the current administration's limited pressure campaign. If Trump decides to "apply meaningful pressure in actions" to force Putin to the table, these specific energy giants are the named targets for escalation. AVOID specific Russian energy names due to targeted political risk, despite the broader sector's resilience. Sanctions are lifted entirely as part of a grand bargain peace deal.