... Russian oil, aiming to limit Moscow's revenues and hasten the conclusion of the conflict in Ukraine. In particular, India , the largest maritime purchaser of Russian oil, appears to be at risk. Already on August 1, the Trump administration imposed a 25% import tariff on certain Indian goods, justifying it with ongoing purchases of Russian oil and processing it into petroleum products for re-export. These steps raise uncertainty regarding the future fate of significant volumes of Russian exports—primarily ...

... addition to the deal with the EU, the US is pursuing an active external energy policy . In recent weeks, Washington has also concluded trade agreements with several Asian countries (Japan, Indonesia, the Philippines) and is seeking an extension of the tariff truce with China while limiting oil imports from Russia and Iran. All these initiatives aim to reshape global energy supply chains, strengthen the positions of American exporters, and further weaken Russia’s role in the global market. Together, geopolitical factors and new agreements ...

... potential revenue growth for energy supply and generation companies, although the government is carefully monitoring to ensure that tariff policy does not drive overall inflation or impede economic growth. Geopolitics and Energy Resource Trade: Restructuring ... ... Bloomberg). Experts link this to rising trade tensions and Beijing's desire to diversify supply sources. China is increasing oil imports from Middle Eastern and African countries, as well as ramping up purchases of Russian crude, taking advantage of price ...

.... TPPs: ~394 billion kWh (+0.5%). NPPs: ~104 billion kWh (−0.3%). Thus, the share of thermal and nuclear energy in the generation structure has increased, while the contribution of hydropower plants has decreased due to natural conditions. Another important event for the industry was the change in electricity tariffs. From July 1, 2025, a scheduled price indexing has been implemented for households and businesses: electricity and utility tariffs have been increased by an average of 11–12% nationwide. This annual increase, as stipulated by the government,...

... which almost corresponds to last year’s level (-0.3%). Thus, the structure of generation has shifted towards an increased share of thermal energy and nuclear energy, while the contribution of hydropower has decreased due to natural conditions. Another important event for the sector has been the change in electricity tariffs in Russia. Since July 1, 2025, a planned price indexation for households and businesses has been conducted: average electricity and utility tariffs increased by 11–12% nationwide. This annual increase, mandated by the government, is intended ...