... companies. Impact on Russia G20 Summit: Discussions on energy security could directly impact Russia’s interests as a major oil and gas exporter. Positive outcomes from the G20 for global trade may strengthen the ruble and improve demand for Russian stocks. ... ... negative developments could lead to volatility in the ruble and Russian equities. ECB and Fed Speeches: Potential rate hikes in the EU and U.S. may strengthen the dollar and euro, weakening the ruble and possibly dampening demand for Russian assets. Alternatively,...

... Bloomberg concluded that these developments would significantly impact tax revenues for Russia. If we take these claims at face value, the picture appears grim. However, it is essential to approach this information with caution. The U.S. and the EU have created numerous obstacles for Russia's financial and banking sectors, industry, IT, and gas sectors (e.g., bans on LNG technology supplies and sanctions against Arctic LNG). However, their efforts to curb Russian oil exports have faced challenges from the start. Perhaps initial decisions were made hastily, making them difficult to reverse....

... European Energy Infrastructure To support energy security, Europe could enhance its internal energy infrastructure, such as cross-border pipelines and transmission networks. These improvements would enable more efficient sharing of resources between EU member states and allow Europe to maximize existing domestic energy capacities. Additionally, upgrading storage facilities could help mitigate supply shortages, allowing Europe to store greater volumes of LNG and gas during periods of surplus for later use. Gazprom’s warning about U.S. noncompliance with LNG contracts reveals vulnerabilities in Europe’s current energy strategy. The diversion of LNG shipments has potential economic repercussions for Europe,...

... Oil production in Russia will increase by 1% in 2025 compared to 2024, reaching 9.2 million barrels per day (bpd) excluding gas condensate, and 10.3 million barrels per day including it. This is stated in a study by VTB, prepared for the investment forum ... ... day due to increased consumption in Asia, especially in China and India. Oil consumption in developed countries (USA, Japan, EU countries) will remain stable. Sergey Tereshkin, founder and CEO of the oil products marketplace OPEN OIL MARKET: According ...

... 2020, the sulfur content in marine fuel used in international shipping has been capped at 0.5%, while in coastal areas of the EU and North America, the limit is just 0.1%. These restrictions affect not only fuel oil producers but also diesel suppliers,... ... diesel entails additional refining costs. Competition from alternative fuels, such as LNG, methanol, and liquefied petroleum gas (LPG), is also growing. Globally, there are 383 LNG-powered ships, with 534 under construction. The LPG segment includes 107 ...