... discounts on Russian grades to Brent/Dubai and the spreads of diesel to crude. Freight rates and availability of insurance coverage for routes from India to Europe. Regulatory messages regarding secondary sanctions and product origin requirements. Load factors of Indian refineries and volumes of diesel/jet fuel exports to Europe. Conclusion for Portfolios The arbitrage of "Russian oil – Indian refining – European demand" remains a structural driver of flows and prices in 2025. Possible coordination of secondary sanctions increases uncertainty and transaction costs; however, in the base case, Europe’s demand for distillates and competitive margins of Indian refineries continue to support the trading model. ...

... new U.S. president's foreign policy and the potential ramifications for the sanctions regime against Russia. Should external factors be unfavorable—for instance, stringent sanctions or a deterioration in the geopolitical situation—the ruble may weaken,... ... temporarily rise to 110-120 rubles. These fluctuations may also be influenced by global trends, such as changes in oil and gas prices, which are critical for the Russian economy. Predictions for the Stock Market: The Russian stock exchange, judging by recent ...

... million barrels per day, which took effect in July 2023 and led to a significant rise in oil prices. Between June and September last year, the average Brent price rose from $75 to $94 per barrel. "While a similar surge is unlikely this time, Brent prices will not fall below $70 per barrel. The reduction in exports will be one of the factors supporting the market, even despite the limited geographic distribution of Iranian oil supplies," the agency's source believes. However, in his opinion, the market will remain "nervous" in the coming weeks. In December, a gradual ...

... share has decreased by almost 2 percentage points, from 65.4% to 63.6% (according to TradingView). Simultaneously, Ethereum's price surged by 30%, while several altcoins from the top 100 gained up to 40%. Bitcoin is currently holding in the range of $103–104K,... ... fundamental and technical analysis helps to understand the causes of this shift, taking into account macroeconomic and behavioral factors to develop short-term forecasts. Fundamental Factors and Investor Interest The increased interest in Ethereum and other ...

... their half-year reports closer to the end of August or early September, so the impact of corporate events on August 14 on the Russian market will be moderate. Nevertheless, any surprises in the reports of individual issuers may locally shift their stock prices and set the tone for the respective sectors on the Moscow Exchange. Combination of Macro and Micro Factors Thursday, August 14, 2025, will be a busy day for financial market participants. Morning macroeconomic releases from Europe (UK and Eurozone GDP) will set the overall tone: they will indicate how confident the region's economy felt under high ...