... be made to bring fuel price increases under control, not exceeding overall price trends. By the beginning of autumn, the seasonal demand factor will diminish, relieving some pressure as well. Ultimately, there are chances that by the second half of September, prices at gas stations will reach a relative equilibrium. However, in the medium term, the possibility of further increases cannot be entirely ruled out. If global oil prices continue to rise or the ruble weakens, this will again intensify ...

... the price of oil. OPEC+ Actions. Oil alliance countries are gradually increasing supply. From August, total production quotas are officially raised by about 548,000 barrels per day (even more than originally planned); a similar increase is expected in September. Recently, the OPEC+ Joint Ministerial Monitoring Committee confirmed its commitment to the deal and readiness to increase production to prevent shortages in the fall—these signals temper further price growth. As a result of the cumulative ...

... has slowed, with the Fed sending “dovish” signals. At the upcoming meeting (July 29–30), the Federal Reserve is likely to keep the key rate at the current level of 5.25%. Moreover, futures already imply about a 60% probability of a rate cut by September, given the moderate inflation. These expectations of additional stimulus in the second half of the year are driving stock prices, particularly in the technology sector. Analysts note that the rapid rise in the shares of IT giants has led to ...

... reported, may also reflect in its financial metrics, setting a positive tone for the entire banking sector. Overall on the Moscow Exchange, the peak of major companies' half-year reporting publications takes place at the end of August and the beginning of September. This period traditionally sees increased activity from local investors, with predictions regarding dividends and assessments of the fundamental attractiveness of stocks being revised. The geopolitical backdrop and ruble exchange rate also remain ...

... Production: The oil alliance is gradually ramping up supplies. In August 2025, the overall production quota for participating countries in the agreement was raised by another approximately 0.5 million barrels per day; a similar increase is expected in September. The easing of restrictions that began in the spring has led to a rise in global oil and oil product stocks, creating an oversupply in the market. Moderate Demand: The pace of global oil consumption remains low. The International Energy Agency ...