... rigs is generally viewed by the market as a bullish factor for oil. Reduced drilling activity implies slower growth in oil production in the future, which, all else being equal, supports prices. Given the potential for new sanctions against Russian exports, any signal of restraint in U.S. production will heighten expectations for a tighter oil market. Response from oil and gas companies: investors in U.S. oil companies (ExxonMobil, Chevron, etc.) will evaluate Baker Hughes' report in conjunction with price dynamics. If rig counts decrease and oil prices rise, financial performance for oil and gas corporations could improve ...

... industrial production will give a pulse on manufacturing and infrastructure. In the U.S., weekly jobless claims and natural gas storage reports will be in focus alongside the FOMC rate decision and press conference. These events are set to drive markets,... ... Events Eurozone Trade Balance (September) — Published at 10:00 GMT The trade balance report reveals the difference between exports and imports across the Eurozone. A strong surplus supports the euro and signals demand for European goods. A deficit could ...

... 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 ...

... trade or removing barriers could boost market sentiment. In contrast, hardline comments may prompt sell-offs in emerging markets, including Russia. Recommendations: Investors should watch for any decisions on energy as they may impact Russia’s oil and gas exports. Positive comments on global stability could strengthen emerging-market currencies and support export-oriented stocks. Central Bank Speeches Key figures from global central banks are scheduled to speak, including the Bank of Japan Governor, Kent ...

... Ukraine, European stability, and the U.S. post-election landscape. Recommendations: Watch for statements on sanctions, energy exports, and global trade. Oil prices and the ruble could react to any hints of sanction relief. Inflation Data from EU, Canada,... ... rate will affect credit markets and China’s demand for commodities. Recommendations: If stable, demand for Russian oil and gas could stay strong. Consider energy futures for potential price rises. U.S. Oil & Gas Inventory Reports Why it matters: API ...