... Consequences for Russia Despite international sanctions and official statements about halting oil supplies from Iran to China, the Middle Kingdom continues to import crude oil using complex circumvention schemes. These actions have a significant impact on the global oil market, creating challenges for other major exporters, including Russia. How the Scheme Works: The "Shadow Fleet" A key element of these operations is the use of aging tankers that belong to a "shadow fleet." These vessels, registered under "convenient" ...

... infrastructure in the Far East and subsidizing railway transport to boost supplies to the Asia-Pacific region. In the future, despite coal's continued significant role, the industry will face modernization and increased environmental demands—considering the global trend toward reducing carbon emissions. In the medium and long term, coal companies will increasingly confront the challenges posed by the "green" transition, although coal will remain essential for ensuring base energy supply in several countries in the coming years. Renewable Energy: Record Capacity Growth and Environmental Impact Renewable Energy Sources ...

... investors. In a market with excess supply and slow demand growth, companies reliant on higher oil prices may face profitability challenges. This calls for caution in investment decisions, especially for those considering long-term positions in traditional ... ... see increased pressure due to higher import reliance, while American companies could face price-driven competition from other global suppliers. Diversification of Portfolios Given the expected surplus and potential downward price pressure, investors are ...

... the coal industry. Experts emphasize that while the development of renewable energy (wind, solar, etc.) continues to accelerate, an immediate transition away from traditional fuel sources is not feasible. The International Energy Agency predicts that global coal-fired electricity generation will start to gradually decline after 2025. However, the current situation demonstrates how challenging it is for energy systems worldwide to navigate the transition period without leveraging "old" resources. For investors, this is a signal that the oil, gas, and coal segments will continue to hold significance in the coming years—provided ...

... EU decisions on protectionism, boosting domestic demand, and economic fortification could create additional investment opportunities. Conclusion: Europe’s Path Forward and Next Steps for Investors Macron’s stance underscores the magnitude of the challenges facing the EU in global trade. Confronted with protectionist policies from the US and China, Europe stands on the brink of economic decisions that will shape its future. For investors, this means closely monitoring EU actions, assessing opportunities, and preparing for ...