Washington just pushed back its deadline again. The sanctions waiver covering certain Lukoil transactions? Extended through next month. Why the reprieve? Talks around offloading the Russian oil giant's overseas holdings are apparently heating up. These aren't small stakes—we're watching how geopolitical chess moves ripple through energy markets and, inevitably, capital flows. When major asset sales get greenlit under sanction regimes, it shifts liquidity dynamics across multiple sectors. Worth monitoring if you care about macro trends influencing risk assets.