We talked to the readers of "Vzglyad" about oil prices. An article on Sergey Tereshkin's website discusses an important event in the global economy — the drop in the price of Russian oil below the price ceiling set by the West. The author ... ... oil prices could rise due to various factors, such as local accidents, logistical bottlenecks, weather disruptions in oil and gas regions, and more. Moreover, the market may be underestimating the role of geopolitics, which may bring further surprises,...

... 6:30 PM MSK): Changes in U.S. gas inventories could influence global energy markets. Significant shifts might affect European gas prices, especially during the winter season. Corporate Reports Baidu Inc (BIDU): Expected revenue decline of 0.7%. This may ... ... BJ's Wholesale Club Holdings Inc (BJ): Forecasted 6.5% revenue growth highlights stability in the U.S. retail sector, which is important for consumer confidence and spending trends in Europe. VK: VK’s Q3 2024 financial results will provide insights into ...

... investors in the strengthening of the country's economy. What effect does the Russian economy have? The lifting of sanctions could have a positive impact on the country's economy, creating more favorable conditions for trade and exports. This is especially important for sectors that have suffered due to restrictions, such as oil and gas, financial services, metallurgy, and technology. Sectors that are likely to benefit from the easing of sanctions: Energy sector - Russia will once again be able to strengthen its position in the markets of Europe and Asia, which will increase budget ...

... notes potential medium-term risks for Russian diesel exporters, particularly due to China’s increased use of liquefied natural gas (LNG) for heavy road transport. From January to May 2024, sales of LNG-powered heavy trucks in China rose by 127% year-on-year ... ... still impact global demand. Additionally, key Russian diesel markets—such as Brazil and India—are developing alternative import options. New refineries coming online this year include the Dangote plant in Nigeria (650,000 bpd), Dos Bocas in Mexico ...

... typically reveals production results for the first half of the year in July. This week, Norilsk Nickel already reported preliminary data, indicating an increase in output for certain metals (nickel, platinum) due to investment projects. These figures are important for assessing Russia's export potential and the global metals market situation (nickel is in demand in the battery industry, palladium in autocatalysts). The operational data of oil and gas companies for Q2 may also gain interest if published on corporate websites or through disclosures. Overall, the earnings season in Russia is just getting started. Most public companies in Russia will present their reports in August (banks, oil and ...