... reports from ExxonMobil and Chevron: any surprises from these global leaders could influence assessments of Russian oil and gas outlooks. Additionally, the U.S. Non-Farm Payrolls statistics could affect global investor sentiment and, indirectly, the ... ... the absence of internal news, external economic events and corporate earnings reports will dictate the dynamics of the local market on this day. What Investors Should Pay Attention To The first day of August is rich in key economic events and corporate ...

... energy, stricter environmental regulations, and changes in demand structure. The discussion also covers potential consequences for the Russian economy, given its reliance on hydrocarbon exports, and explores possible adaptation strategies. On the global market, a decline in demand for diesel fuel (DF) is being recorded. The International Energy Agency (IEA) forecasts that the average daily consumption of diesel and gas oil will amount to 28.3 million barrels per day (bpd) by the end of this year, representing a 0.9% decrease compared to 2023. Meanwhile, new oil refineries (ORs) have been launched in Africa, Latin America, and the Middle East, further increasing ...

A commentary with a forecast of budget revenues from oil and gas trade for Vedomosti. In the article "What Will Happen to Oil and Gas Revenues in the Budget by the End of the Year," Sergey Tereshkin, founder and CEO of OPEN OIL MARKET, analyzes the dynamics of oil and gas revenues in Russia's federal budget for October 2024. He notes that revenues amounted to 1.2 trillion rubles, which is 55% higher than in September but 25% lower compared to October of last year. The main driver of revenue growth was an increase in ...

... for the “Gazprom Export” segment. Investment Profile: A large infrastructure project reallocates CapEx, affecting free cash flow and dividends. Route and Technical Framework The project considers transit through Mongolia, connecting to the Russian gas transport system and China's receiving infrastructure. Market discussions are underway regarding capacity parameters in the range of “tens of billion cubic meters per year,” as well as phased commissioning. Exact volumes, pipeline configurations, and timelines remain subjects of negotiation and feasibility ...

... affecting bond markets and the euro. Eurozone: ECB Economic Forecasts (17:45 MSK) ECB forecasts are important for assessing economic growth and inflation prospects. US: Natural Gas Inventory Data (18:30 MSK) The EIA report will provide information on gas inventory status, important for the energy market. Key Thursday Reports (US and Russia) Pre-market: Ciena Corp (CIEN): report at 15:00 MSK. Expected change: -2.6%. After market close: Broadcom Inc (AVGO): report at 00:15 MSK. Expected change: +51.3%. Costco Wholesale Corp (COST): report at ...