... change in the commodity profile (declining oil and grain, coupled with rising ores and fertilizers) necessitates adjustments in port infrastructure and logistics. Impact on Port Infrastructure and Logistics The decline in cargo traffic creates additional risks for the profitability of port infrastructure. While some capacities remain underutilized (allowing for modernization and maintenance), decreasing throughput complicates the return on investment for capital-intensive projects. Enhancing operational ...

... Russian oil, particularly with new trade tariffs imposed on India, escalating geopolitical tensions. Against this backdrop, global oil prices have ceased their decline and are demonstrating relative stabilization as investors assess OPEC+ actions and the risks of secondary sanctions. Russia continues to implement stringent restrictions on the export of petroleum products to support the domestic fuel market. Concurrently, Europe is accelerating its gas reserves ahead of winter, while the global energy ...

... acceleration in PPI suggests a potential continuation of rising prices for energy and industrial goods. For oil and gas producers, this could signal an expansion of margins, while manufacturers and the industrial sector may face additional pricing pressures. Risks to the Economy Inflation Transmission to the Consumer Sector: High production costs may be passed on to the end consumer. Decreased Competitiveness: Escalating product prices amid stable pricing from international competitors. Margin Compression ...

... although investors are still approaching deals selectively and cautiously. The return of megafunds and large investors. Leading players are forming record venture funds and increasing investments, reintroducing capital into the market and enhancing risk appetite. Megarounds of financing and new “unicorns.” Unprecedented investment volumes are raising startup valuations to record heights, particularly in the field of artificial intelligence. The revival of the IPO market. Successful public offerings ...

... and energy sector review covers key events and trends as of July 25, 2025. The global oil market shows price stability, with Brent oil continuing to trade below the $70 per barrel mark. Gas storage in Europe is being filled at record rates, reducing risks for the upcoming winter season. In the domestic market of Russia, decisive measures are being discussed to stabilize prices for oil products , including a complete ban on gasoline exports starting August 1. We will also look into the situation ...