... nuclear reactors, providing energy for both civilian and military use. Russia’s decision to restrict exports is largely seen as a response to the complex geopolitical situation, especially in the wake of ongoing sanctions and strained relations between Russia and the US. The Kremlin appears to be leveraging its position in the uranium supply chain as a means to exert influence and respond to US sanctions. According to Russian officials, the restrictions are intended to protect national interests. By limiting uranium ...

...." This would amount to 30-32 billion cubic meters of gas by the end of 2024. Hungary and Turkey attempted to negotiate with the US for an exemption from sanctions for payments through Gazprombank. Both sides claimed they were in talks with the US, but no decision had been made, and the chances for an exemption were slim. Russia has made the first move to help Europeans, who have less than two weeks to find a way to pay for gas despite the sanctions. What was the previous setup? According to the decree from 2022, companies from unfriendly countries had to transfer their ...

... Powell speech 22:00 MSK: USA - Fed Beige BookImportant event: 15th VTB Investment Forum "RUSSIA CALLING!" - Day 1Central Bank speakers: Bank of England Governor, ECB President Lagarde, Nagel (ECB), Fed Chair Powell Key reports on Wednesday (USA and Russia): Europlan ($LEAS): EGM on dividends for 9 months of 2024 in the amount of 50 rubles per share Chewy Inc ($CHWY): Report before US market open. Expected revenue growth - 4.4% Footlocker Inc ($FL): Report before US market open. Expected revenue growth - 1.1% Dollar Tree Inc ($DLTR): Report before US market open. Expected revenue growth - 1.8% Five Below Inc ($FIVE): Report after ...

... expectations for Fed monetary policy and, consequently, bond markets and the US dollar. Bank of England Representative (Ramsden) Speech Any statements on monetary policy or UK economic forecasts will be closely scrutinized by markets. Key Monday Reports (US and Russia) Pre-market : Hello Group Inc ADR (MOMO): financial report at 11:30 MSK. Expected change: -12.1%. After market close: C3.ai Inc Cl A (AI): report at 00:05 MSK. Expected change: +24.3%. Oracle Corp (ORCL): report at 00:05 MSK. Expected change: ...

... hurricanes and floods (especially in the US and Asia) could impact both energy demand and infrastructure. Investors are monitoring forecasts: temperature extremes may lead to actual energy supply disruptions or changes in fuel consumption. Geopolitics and Sanctions: The deadline for the US ultimatum to Russia is set for the second decade of August. In the event of new sanctions imposed on Moscow, there could be price volatility for oil and gas, especially if restrictions affect energy resource exports. Additionally, US-China trade negotiations are in ...