The International Energy Agency (IEA) has released its latest report on the global oil market, highlighting key insights for investors. The report discusses projected demand growth, supply forecasts, and the role of OPEC+ in stabilizing prices. Additionally, the IEA forecasts a potential oil surplus in 2025, signaling possible price pressures for the sector. In this article, we explore what these trends mean for U.S. and European investors and why diversifying into alternative energy may be a strategic...

... export restrictions. Although Europe sources much of its enriched uranium from allies and maintains a diverse supplier base, the restriction could still impact the market by driving up global uranium prices and increasing competition for alternative supplies. European nations reliant on nuclear energy as part of their energy mix—such as France, Germany, and other countries—may see the cost of nuclear fuel rise as the market reacts to reduced Russian exports. This price pressure could lead European ...

... Discounts, China Increases Purchases of Russian Raw Materials The largest Asian importers of Russian oil are demonstrating determination to protect their interests and adapt to new conditions. India openly states that it cannot abruptly wean itself off supplies from Russia, which are vital for its energy security. Amid rising U.S. pressure, New Delhi has managed to secure additional preferences from Moscow: according to industry sources, Russian companies have agreed to increase the discount on Urals ...

... increased imports of liquefied natural gas (LNG)—around 12 billion cubic meters of LNG arrived in Europe in June, marking a record figure for the first summer month. High gas reserves allow Europe to feel more secure: despite the reduction of pipeline supplies from Russia, EU countries are compensating with record volumes of LNG from the US, Qatar, and other exporters. Gas prices at the European TTF hub in the summer of 2025 remain relatively stable—significantly below the peak values of 2022. However,...

... Asia: India and China Between Imports and Domestic Production India: Faced with pressure from Western sanctions, the country has clearly outlined its position: a sharp reduction in imports of Russian oil and gas is unacceptable due to the key role these supplies play in energy security. New Delhi has negotiated more favorable terms for itself: Russian companies are forced to offer a further discount on Urals oil (estimated at around $5 to the price of Brent) to retain the Indian market. As a result, ...