General licenses: Does anyone have a good take on the exemptions to the US Treasury sanctions? Is there a word

General licenses:
Does anyone have a good take on the exemptions to the US Treasury sanctions? Is there a word missing in the critical sentence?
“payments for energy are from production to consumption” .. what does that mean?
home.treasury.gov/news/press-rel… https://t.co/K2sLlF8dS0

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