... could impact energy company stocks and currencies of oil-dependent nations. July Inflation in Russia (CPI) 19:00 (MSK) – Data on the consumer price index (CPI) in Russia for July will be released. This key inflation indicator will show whether the growth in prices in the Russian economy has accelerated or slowed in mid-summer. The inflation trend affects market participants' expectations regarding further actions from the Central Bank: ongoing inflation acceleration may increase the likelihood of a rate hike, while signs of a slowdown in price growth would support a scenario of maintaining or even lowering ...

... Tereshkin's column for the publication "Neftyanka" In the article "In the summer, fuel price growth will outpace the general inflation rate – expert," Sergey Tereshkin, the CEO of the oil products and raw materials marketplace OPEN OIL MARKET, analyzes gasoline price dynamics in Russia. He notes that in May 2024, the annual growth in gasoline prices was 8.0%, which corresponds to an inflation rate of 8.2%. However, weekly data from Rosstat indicate an acceleration in price growth in June, which could lead to inflation rates being exceeded. Tereshkin highlights several ...

... issues, an unexpected factor has emerged: an outbreak of chikungunya fever in southern China (over 10,000 cases reported in Guangdong province) also worries investors. Experts assess the risk of a widespread epidemic as low, but this news unsettles markets. The combination of deflation and sanitary risks intensifies expectations that Beijing will need to increase stimulus to achieve growth targets. Corporate Reporting Season: Key Takeaways Companies' financial results: The latest earnings season is concluding, and most major companies have managed to avoid negative surprises, although performance dynamics vary by sector. Here are ...

... global oil and gas trade. Investors are closely watching whether the economic benefits of new export agreements will outweigh the potential negative effects of sanctions – this will dictate the long-term balance of supply and demand in global energy markets. Electricity and Renewable Energy Sources: Record Consumption and Growth of "Green" Generation Abnormal weather this summer is setting new productivity records in the power sector and highlighting the importance of renewable energy sources (RES). In China, unprecedented demand on the energy system was witnessed ...

... negotiations are in focus: extending the tariff truce would reduce risk for the global economy, which would also positively affect energy demand. Financial Markets and Economics: Data on the state of the global economy (inflation, interest rates, industrial growth) will influence commodity markets. If large economies show signs of slowdown, this could cool oil prices and reduce fuel consumption. For now, forecasts indicate moderate growth in demand for oil (~2% per year) and gas by the end of 2025. In summary, the fuel and energy complex ...