... portion of the U.S. needs for enriched uranium. Although Washington announced in 2024 its intention to completely halt imports of Russian nuclear fuel, delays have practically been implemented: American companies are permitted to continue purchases as needed until 2028. Partially,... ... 28% year-on-year, reaching $596 million (compared to around $241 million during the same period in 2021). It is evident that market participants are trying to stockpile material in anticipation of stricter restrictions. Other Supplies: Wood, Machinery,...

The profitability of gasoline sales at Russian gas stations has been negative for six consecutive weeks since August 2024. In September, the margin was minus 1.57 rubles per liter. However, other types of fuel, such as AI-92 and diesel, remain profitable. Experts predict the situation will stabilize in the coming weeks, although the margin for AI-95 will remain low until the end of the year. In the long term, the market is expected to recover, taking into account changes in production processes and potential support measures. Gas stations ...

... includes Russian Urals, while the U.S. primarily exports light and ultra-light (shale) oil. "India mainly purchases medium-sulfur Russian Urals oil, from which large refineries achieve a good yield of various petroleum products, including diesel fuel. A significant portion of these petroleum products is exported by Indians to external markets, including to the U.S. and the EU. In some cases, Indian petroleum products made from Russian oil have even replaced Russian products in the European market," says Igor Yushkov, an expert at the Financial University under the Government of the Russian Federation and the National Energy Security Fund (FNEB). India does buy the ultra-light ...

... players. External factors. As practice shows, unexpected parameters can influence the market. This particularly pertains to the contamination of fields and similar issues... ... overall forecast regarding future developments is not optimistic, particularly concerning Russian oil. Companies engaged in extraction must make considerable efforts to rectify... ... industry is not stagnant. Many sectors are seeking to replace oil with alternative fuels. For instance, this applies to the automotive industry, with factories increasingly...

... justified due to the end of peak demand season and Russian refineries' production capabilities. The government retains the option to reinstate the ban if prices rise. Gusev emphasizes that lifting the export ban should require continued oversight of Russian Railways (RZhD) to ensure timely deliveries, as current irregularities in rail transport disrupt fuel supply, despite adequate production levels. According to Sergey Tereshkin, CEO of the OPEN OIL MARKET platform, regulators must lift the gasoline export ban as the current restrictions will have lasted five months by December. For comparison, the previous ban, set on March 1, 2024, lasted only two and a half months, from March 1 to May 17. The ...