... for the first half of the year in July. This week, Norilsk Nickel already reported preliminary data, indicating an increase in output for certain metals (nickel, platinum) due to investment projects. These figures are important for assessing Russia's export potential and the global metals market situation (nickel is in demand in the battery industry, palladium in autocatalysts). The operational data of oil and gas companies for Q2 may also gain interest if published on corporate websites or through disclosures. Overall, the earnings season in Russia is just getting started. Most public companies in Russia will present their reports in August (banks, oil and ...

... trade or removing barriers could boost market sentiment. In contrast, hardline comments may prompt sell-offs in emerging markets, including Russia. Recommendations: Investors should watch for any decisions on energy as they may impact Russia’s oil and gas exports. Positive comments on global stability could strengthen emerging-market currencies and support export-oriented stocks. Central Bank Speeches Key figures from global central banks are scheduled to speak, including the Bank of Japan Governor, Kent ...

... Ukraine, European stability, and the U.S. post-election landscape. Recommendations: Watch for statements on sanctions, energy exports, and global trade. Oil prices and the ruble could react to any hints of sanction relief. Inflation Data from EU, Canada,... ... rate will affect credit markets and China’s demand for commodities. Recommendations: If stable, demand for Russian oil and gas could stay strong. Consider energy futures for potential price rises. U.S. Oil & Gas Inventory Reports Why it matters: API ...

... shortages. This applies to all main grades of gasoline as well as DF. However, Frolov's forecast is less optimistic. He expects that gas station prices will rise above inflation by the end of the year due to the sharp increase in excise duties at the beginning ... ... the damping mechanism (compensation to oil companies from the budget for supplying fuel to the domestic market at prices below export levels) amounted to 42.5 billion rubles – 32% less than the previous month and 79% less than in May 2024. The reduction ...

... also lifts sanctions on Prominvestbank. The measure allows for the continuation of transactions related to the supply of oil, gas, and other raw materials. This move demonstrates the flexibility of U.S. sanctions policy towards Russian energy. It highlights ... ... approach and leaves open the possibility of tightening sanctions in the future. Impact on the Energy Sector Stability of Export Transactions: For Russia, this will allow major energy companies to continue exports in normal conditions, reducing risks ...