... роста прибыли добывающих корпораций на фоне удорожания сырья. В США секторный индекс S&P 500 Energy вырос примерно на 5% за неделю, акции ExxonMobil и Chevron достигли многомесячных максимумов. Российский рынок также отреагировал: индекс МосБиржи превысил 2750 пунктов благодаря ралли в акциях ...

... to July 2025, the total OPEC+ quota increased by 411,000 barrels per day each month, with a one-time increase of another 548,000 barrels per day expected in August. Additionally, there are signals of increased supply from Venezuela: American company Chevron has received the right to restart production there, which could bring over 200,000 barrels per day back to the market. The increase in supply, along with ongoing risks of a slowdown in the global economy, exerts a "cooling" effect on ...

... 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 in the second half of the year, which is positive for their ...

... limits. From April to July 2025, the total OPEC+ quota has been steadily increased by 411,000 barrels/day each month, and a one-time increase of 548,000 barrels/day is set for August. Additional signals indicate increased supply from Venezuela, as U.S. Chevron has received rights to resume production there, potentially reintroducing over 200,000 barrels/day into the market. Thus, rising supply alongside enduring risks of economic slowdown exerts a “cooling” effect on prices. Macroeconomic Factors....

... below quotas. From April to July 2025, total OPEC+ production increased monthly by about 411,000 barrels per day, with a one-time jump of an additional 548,000 barrels per day scheduled for September. Further supply increases are expected beyond OPEC: Chevron has obtained permission to resume production in Venezuela, potentially bringing over 200,000 barrels per day back to the market. Thus, the expansion of supply from OPEC+ and other sources, along with ongoing economic risks, exerts a "cooling" ...