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Analysis of PJSC Gazprom's RAS Report for the First Half of 2025
... physical export volumes to Europe.
Geopolitical factors and gas exports also set the tone for operational results. Sanctions and the political environment after 2022 led to conventional sales markets (Europe) being effectively closed: gas exports to the EU via pipelines fell to historical lows. For example, transit through Ukraine, which had been contracted until the end of 2024, virtually ceased in 2025. The main external market has become China—supplies via the Power of Siberia pipeline continued ...
BMW and Mercedes Could Return to Russia: What It Means for the Market and Investors?
... it more resilient to potential risks such as political instability or shifts in trade policy.
Impact of Sanction Limitations and Political Risks:
Risks remain, with political instability being a major concern. Any escalation in relations between the EU and Russia could once again jeopardize the presence of European brands in the Russian market. It is crucial for investors to consider these risks and monitor the situation closely.
What Are the Prospects for the Russian Automotive Market?
If German ...
Chinese Oil Purchases from Iran: Hidden Operations and Their Consequences for Russia
... heightening geopolitical tensions. Should the international community intensify scrutiny on shadow supplies, it could lead to stricter sanction pressures that would also affect the Russian oil sector.
Potential sanctions against China
If the U.S. or EU decide to intensify pressure on China for illegal imports of Iranian oil, it could impact supply chains, including Russian oil, increasing costs and risks for exporters.
What Should Investors Pay Attention To?
Oil price dynamics: Monitor changes in ...
The budget is in the black. What ensured the increase in oil and gas revenues?
... months of 2024, amounting to an absolute growth of 66 billion rubles. This was partly due to the stabilization of gas exports to Europe.
According to the European Network of Transmission System Operators for Gas (ENTSOG), Gazprom's supplies to the EU (including transit deliveries to Serbia and North Macedonia) averaged 97 million cubic meters per day in Q1 2024 and 96 million cubic meters per day in Q2. For comparison, the same figures for the first two quarters of 2023 were 67 million cubic meters ...
Under what conditions could the surviving line of the "Nord Stream" operate
... potential disruptions.
Asian Competition Intense competition with Asian buyers for LNG also affects prices. “If Asian demand rises, they can outbid Europe for LNG supplies, forcing Europeans to increase their offers,” Yushkov explains.
Sanction Policies Talks of a 15th EU sanctions package targeting Russian LNG add tension. “If Europe bans Russian LNG outright, even with a delay until late 2025, prices will inevitably jump,” warns Yushkov. Losing access to Russian LNG would intensify the struggle with China for ...