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Do export refiners Reliance, Essar stand to benefit from Japan's disaster?

The one big worry is the tensions arising out of the MENA region with respect to the political scenario as well as what can happen to crude prices. Jason Feer, Vice President & Singapore Bureau Chief at Argus Media gave CNBC-TV18 his views on where this global political and economic cocktail is headed.

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Do export refiners Reliance, Essar stand to benefit from Japan's disaster?