... view. He specifies that the risks of accelerated price increases will primarily affect the gasoline market, which historically has had a significantly lower surplus of production capacity compared to the diesel market. This can be seen in the share of exports in the structure of fuel deliveries from Russian refineries: until 2022, the share of diesel fuel exports was about 50%, but since then, it has dropped to 40% (due to increased demand from heavy machinery in Russia), while the share of gasoline ...

... with more than 20% of that coming from Russia. However, while Europe has expanded its LNG infrastructure, fully substituting Russian LNG will require additional terminals and facilities, which will demand substantial time and investment. Russian LNG Exports and Their Role in Europe Russia ranks as the world’s third-largest LNG exporter, after the United States and Qatar. Major markets for Russian LNG, aside from Europe, include China and Japan, though a significant portion continues to flow into ...

... China and Eurozone PMI indices are key indicators reflecting the state of their manufacturing sectors. As China is the largest consumer of commodities, improvement in its PMI may indicate increased demand for raw materials, positively affecting Russian exporters. Similarly, PMI growth in the Eurozone signals heightened economic activity, potentially boosting Russian exports to the region. Corporate Events of Russian Companies Dividend payments and corporate meetings of Russian companies can significantly ...

... focus on Eurozone inflation data and UK retail sales, offering insights into consumer behavior and price stability in Europe. In the U.S., industrial production and consumer sentiment data will shape expectations for economic resilience, while import/export prices shed light on inflationary pressures. China’s new home prices give a pulse on the housing market, and the Baker Hughes oil rig count will influence energy prices. Emerging market data from India and Brazil add to the day’s insights, ...

... natural gas (LNG) production and capture 25% of the global LNG market are feasible even under ongoing strict sanctions. However, achieving these goals is unlikely to happen as quickly as initially planned. When could Russia increase its LNG production and exports, and what challenges must it overcome to do so? Despite sanctions pressure on its LNG industry, Russia could still claim a 20–25% share of the global market, but likely only after 2035. This conclusion was drawn by analysts at Kept. Russia ...