... 2024, China's wind and solar generation capacity will reach 1,200 gigawatts, exceeding the total capacity of coal plants. Experts also highlight logistical problems as a barrier for Russian coal exports. "The main issue here is the capacity shortage of the Trans-Siberian Railway and the Baikal-Amur Mainline, which can only be addressed through budget investments in the Eastern polygon infrastructure. However, this will take time," says Sergey Tereshkin. What does the future hold ...

... energy producers may face challenges in securing sufficient enriched uranium. While the US does maintain domestic enrichment facilities, they are limited in scope and may not meet the demand required to compensate for the shortfall from Russia. This shortage could push the US to explore alternative sources, potentially increasing trade with allied countries or accelerating its own uranium enrichment capabilities. However, developing these solutions takes time, which could impact the nuclear industry ...

... price reductions. Stankevich believes that the government, in cooperation with key oil industry companies, must ensure the smooth operation of fuel supply chains within the country. First and foremost, this applies to rail transport, to prevent local shortages in the regions. "For these purposes, an operational headquarters has already been created under the leadership of Alexander Novak. In addition to other officials, representatives from the Ministry of Agriculture and regional authorities ...

... on the Lambumiz IPO The Lambumiz IPO has caught my attention as an investor and entrepreneur. In my opinion, the company has chosen an opportune moment to enter the capital market; the Russian packaging market, following Tetra Pak's exit, is facing a shortage, and domestic producers have a unique opportunity to fill the void. Lambumiz aims not only to solidify its position but to become a leading player in the aseptic packaging sector, which is an ambitious goal. What stands out to me is that Lambumiz ...

... transactions: foreign investors now prefer to freeze plans for selling Russian assets, while domestic market participants primarily operate under government participation schemes or focus on the internal market. The absence of foreign capital exacerbates the shortage of transactions, causing the M&A market to rely increasingly on the participation of Russian investors. Macroeconomic Factors The state of the economy and politics directly impacts the M&A market. In recent years, GDP growth has slowed, and inflation ...