... and industrial consumers. Meanwhile, market participants are closely monitoring the EU's further steps to strengthen energy security, including discussions about new targets for storage filling and potential restrictions on Russian gas imports. Global Agreements and Policy: Trade De-escalation vs Sanction Pressure In the international arena, two opposing trends are notably interwoven: de-escalation of trade conflicts between major economies and increasing geopolitical rhetoric. On one hand, a key recent event has been the trade-energy deal between the U.S. and the EU,...

... in the fuel and energy sector (FES) on August 6, 2025, are attracting the attention of investors and market participants. The United States is intensifying sanctions against buyers of Russian oil, impacting the interests of major oil companies and international trade. Amid this geopolitical tension, global oil prices have decreased, while fuel companies assess production prospects under the OPEC+ agreement. Russia continues to impose restrictions on the export of refined oil products to maintain stability in the domestic fuel market. Meanwhile, Europe is ramping up gas reserves in preparation for winter, and a return to coal has been observed ...

... rapid increase in prices for gasoline and diesel fuel. In July, exchange prices for automotive gasoline at the Saint Petersburg International Commodity and Raw Materials Exchange peaked (Grade AI-95 exceeded 75,000 rubles/ton), putting additional pressure ... ... temporary embargo on gasoline exports for all producers starting August 1, 2025, for at least one month, is in the final stages of agreement. (Previously, since March, partial export restrictions on gasoline for independent traders were in place; now these ...

... especially as winter approaches, placing added pressure on household budgets, businesses, and broader economic stability. To prevent similar disruptions in the future, Europe may need to reassess its approach to energy security, prioritizing stable supply agreements, building strategic reserves, and expanding its renewable energy infrastructure. By diversifying energy sources, strengthening internal infrastructure, and negotiating more secure contract terms, Europe can protect itself against market fluctuations and maintain a more stable energy environment. As the continent seeks long-term energy independence, these measures will be crucial ...

... strategies in the current conditions include focusing on the domestic market, developing import substitution, and seeking new international partners. The continuation of U.S. sanctions policy requires businesses and investors to be flexible, engage in ... ... and development in key sectors of the Russian economy remain. The U.S. Will Not Lift Sanctions Against Russia Until a Peace Agreement is Reached News: U.S. Secretary of State Marco Rubio informed European allies that sanctions against Russia will remain ...