... analysis of the current situation and forecasts for the future development of the oil industry. At the turn of July and August, geopolitics once again took center stage in the oil market. The political crisis in Venezuela coincided with another round of ... ... service companies (Weatherford, Schlumberger, Halliburton, Baker Hughes). Not About Prices, But About Competition The risks of a decline in production in Iran and Venezuela are largely offset by the upcoming easing of OPEC+ quotas. According to ...

...,340–3,350, which is 0.5–1% below recent peaks. The pressure on the precious metal was fueled by increased investor interest in risk assets and a moderate strengthening of the US dollar amidst optimism regarding trade. Furthermore, strong employment data ... ... fundamental factors supporting gold remain unchanged. Inflation in Western economies still exceeds central banks' target benchmarks, geopolitical tensions remain high, and central banks could shift toward a softer policy if economic growth slows. In such an environment,...

... investors. Currency fluctuations. In an unstable economy, currency exchange rates can undergo significant changes. For investors operating in international markets, this scenario can create both risks and opportunities, such as hedging against currency risks. Political and geopolitical situations. Political events, such as elections, trade wars, or sanctions, can affect asset values and economic forecasts. In such circumstances, it is vital to evaluate political risk levels and choose assets that are less susceptible to ...

... directly intervene in the current conflict, the expert speculates. Blokhin from Alpha Bank notes that even before the onset of the current conflict, China—a key trading partner of Iran—significantly reduced its imports of Iranian oil amid rising geopolitical risks. Iran exports about 1.7 million barrels of crude oil per day, constituting less than 2% of global consumption. According to the analytics firm Kpler, over 90% of Iran’s oil exports go to China, with most being purchased by small private refineries ...

... illustrates how an emotionally appealing consumer brand can attract billions in investments and rise to the top in terms of capitalization. Conclusions for Investors The example of Gazprom highlights the vulnerability of traditional commodity corporations to geopolitical risks and changing market conditions. The value of even the largest oil and gas assets can plummet rapidly if a company loses marketing access and international capital. For investors, this serves as a clear signal: sectors of the new economy linked to ...