Just had a quick look at MAY, so it has oil projects in cuba, oil is easier to sell to nearby refineries i'd say. Also, oil is needed all the time. Don't know how big the potentail deposit is there but if its big it will contribute. Also, they have projects in Oz.
AAU only had Cuba right now.
So either they may come down a lot or AAU, once non-russian refineries are mentioned could bounce back.
General Discussion on AAU, page-240
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