... continues the trend of the previous months – from April to July, restrictions were gradually eased, leading to an increase in global oil and petroleum product inventories. Slowing Demand Growth: The pace of global oil consumption is decreasing. The International Energy Agency (IEA) has revised its demand growth forecast for 2025 down to around 0.7 million barrels per day (compared to over 2.5 million in 2023). Even OPEC's estimates have become more cautious – about +1.3 million b/d for 2025. Reasons ...

... during a crisis. Increased Reserves for Potential Losses — To support liquidity and ensure readiness for economic shocks. Thorough Risk Management — Banks are obligated to closely monitor credit, market, and operational risks, implementing robust internal control mechanisms. These measures aim to better prepare banks for potential crises and maintain their stability even in challenging economic conditions. How Does the SICI Status Affect Bank Clients? For clients of systemically important banks ...

... considered financially resilient. Volkswagen is even considering closing three plants in Germany, a first in its history, due to internal pressures. These negative results suggest that German automakers are struggling to cope with external challenges, including ... ... engineering, the government’s ability to provide support is limited. Germany may need to reassess its economic and industrial policies to preserve its key industries. Possible Scenarios for Investors Scenario of Government Intervention: Should the government ...

... analyzes the factors that contributed to the increase in Russia's oil and gas revenues. He highlights that rising oil prices and the weakening of the ruble have led to a significant boost in federal budget inflows. Tereshkin also examines the impact of international sanctions and the adaptation of the Russian economy to new conditions, emphasizing the importance of diversification and the development of domestic resources to ensure sustainable economic growth. "Subsidies" to Russian Refineries ...

... inflation levels and fluctuations in the ruble can impact company profits. It is imperative to choose companies that are less dependent on imported goods and currency risks. Sanction Risks: Many Russian companies face restrictions affecting access to international capital markets. This needs to be considered when selecting companies for investment. Government Support: In some cases, the government provides support to specific sectors of the economy, which can positively influence companies in those ...