... softness/hardness in rhetoric. The imposition of U.S. tariffs adds to the nervousness: investors will evaluate the potential impact of tariffs on corporate profits. On the corporate front, the day's reports cover a wide range of sectors: morning publications from ... ... Economic Events: USA–Russia: The deadline set by the U.S. President for resolving the conflict in Ukraine expires. Donald Trump had previously threatened to impose new sanctions against Russia by this date if no progress is made. The markets in the ...

... improved investor sentiment and raised expectations for growth in U.S. oil and gas demand. Additionally, the U.S. has intensified dialogue with India to reduce trade barriers, easing global tensions. Geopolitical Risks and Sanctions. President Donald Trump has escalated rhetoric towards Moscow, issuing an ultimatum to resolve the conflict in Ukraine within about 10 days. He threatened to impose 100% tariffs on Russian exports and secondary sanctions against countries buying Russian oil if no progress is made. These statements have heightened uncertainty regarding global supplies and added a “risk premium” to the price of oil. OPEC+ Actions. Oil ...

... enhancing expectations for increased demand for U.S. oil and gas. Furthermore, the U.S. has intensified dialogue with India to eliminate trade barriers, easing global market tensions. Geopolitical risks and sanctions uncertainty. U.S. President Donald Trump has intensified rhetoric against Moscow, issuing an ultimatum to resolve the conflict in Ukraine within about 10 days. He threatened to impose 100% tariffs on Russian exports and secondary sanctions against buyers of Russian oil if there is no progress. These statements raise uncertainty over future supplies and add a "risk premium" to the price of a barrel. So far, Moscow has shown no ...

... capital through increased exports. This positive signal has strengthened market confidence in the resilience of future energy resource demand. At the same time, the U.S. administration is ramping up pressure on Moscow. At the end of July, President Trump shortened the timeline for achieving a truce in Ukraine (the ultimatum expires on August 8) and indicated willingness to take extreme measures, regardless of potential market reactions. This involves the possibility of imposing maximum tariffs on Russian goods and secondary sanctions against buyers of Russian oil and gas. The prospect of such actions keeps the market tense given the risks to global energy supply chains. Moscow, on its side, has made it clear that it does not intend ...

... due to additional tariffs on exports to the US. Investors are now looking optimistically toward negotiations between the EU and Washington: a principle agreement is expected to be announced this weekend, which would avoid the imposition of increased tariffs from August 1. The meeting between European Commission President Ursula von der Leyen and President Donald Trump, scheduled for Sunday in Scotland, is intended to cement this trade compromise. The prospect of resolving the dispute supports the European market: despite industrial difficulties, hopes for the swift removal of barriers and ongoing business adaptation ...