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Economic Events and Company Reports - Friday, August 8, 2025: Trump's Ultimatum, Baker Hughes Rigs, Reports from The Trade Desk and Kenvue

... Trump expressed frustration over the lack of progress and threatened to impose tough secondary sanctions if a ceasefire was not reached by August 8. These measures could include 100% tariffs on trade with Russia and restrictions on countries buying Russian oil, gas, and other resources. For the markets , such a threat signifies heightened geopolitical tension and new risks for international trade. Investors will closely monitor statements from Washington: **does the White House plan to impose sanctions today** ...

The Harshest Package: What the New EU Sanctions Mean for Russia

... Oil Market. Sanctions against the Nord Streams are more of a political declaration, as these pipelines primarily benefited Germany, which planned to develop its gas hub, not Russia, argues Shevyrenkov from IEF. There is a plan for the EU to abandon Russian gas by the end of 2028 and a roadmap to achieve this, recalls Mitrakhovich from the Financial University. "The formulation of additional measures against the Nord Streams reflects the European bureaucracy's fear that if some compromise is reached ...

Russian oil has fallen below the price cap.

... explains. However, experts believe that the situation with oil and gas budget revenues does not look critical at the moment. "The situation with oil and gas revenues is not critical at the moment. Over the first eight months of the year, the Russian budget received 7.6 trillion rubles in oil and gas revenues. About 3.3 trillion rubles remain to be earned, which still looks like a feasible task. Of course, this assumes that oil prices will not continue to fall," says Nikolai Dudchenko. At the same time, oil prices could rise again if market ...

Where Is the Amur Gas Chemical Complex Investing?

... country's export potential, introducing innovative technologies and strengthening infrastructure in the Amur Region. Where is the Amur Gas Chemical Complex (AGCC) investing? The Amur Gas Chemical Complex (AGCC) is one of the largest projects in the Russian chemical industry, specializing in gas processing and polymer production. The complex has been established to bolster Russia's export potential and meet the growing domestic demand for polymers. Sector: Chemical Industry Investments for 2023: 111.6 billion rubles Investments for 2022: ...

Pressure on Russia's oil exports is set to increase.

... If we take these claims at face value, the picture appears grim. However, it is essential to approach this information with caution. The U.S. and the EU have created numerous obstacles for Russia's financial and banking sectors, industry, IT, and gas sectors (e.g., bans on LNG technology supplies and sanctions against Arctic LNG). However, their efforts to curb Russian oil exports have faced challenges from the start. Perhaps initial decisions were made hastily, making them difficult to reverse. This doesn’t mean the measures were painless for Russian oil producers, but their consequences were promptly addressed....