... capacity of coal plants. Experts also highlight logistical problems as a barrier for Russian coal exports. "The main issue here is the capacity shortage of the Trans-Siberian Railway and the Baikal-Amur Mainline, which can only be addressed through budget investments in the Eastern polygon infrastructure. However, this will take time," says Sergey Tereshkin. What does the future hold for Russia's coal industry? Can Russian producers find alternative markets? "We will likely see a ...

... U.S. noncompliance with LNG contracts reveals vulnerabilities in Europe’s current energy strategy. The diversion of LNG shipments has potential economic repercussions for Europe, especially as winter approaches, placing added pressure on household budgets, businesses, and broader economic stability. To prevent similar disruptions in the future, Europe may need to reassess its approach to energy security, prioritizing stable supply agreements, building strategic reserves, and expanding its renewable ...

... macroeconomic indicators from the Eurozone and Germany, as well as India's rate decisions, shape the overall sentiment in commodity and currency markets. For Russia, it's crucial to focus on oil price dynamics and U.S. rig activity, as these directly impact budget revenues and ruble stability. These events serve as a guide for traders and investors to make balanced and strategically important decisions.

... 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 revenues. Financial services - Russian banks, having gained access to international payment systems, will be able to improve the quality of their services, which will increase their profitability. Technology and telecom - the lifting of sanctions ...

... set of fundamental factors. Firstly, the tightening of regulatory barriers has significantly complicated the exit of non-residents from Russian business: the regulations introduced at the end of 2024 entail hefty fines and additional payments to the budget, totaling up to 95% of the asset value, effectively blocking most transactions involving foreign capital. Secondly, high financing costs diminish project attractiveness: the Bank of Russia's key rate has been raised to 21%, making loans expensive....