....S. Increases Duties for India, Oil Prices Decline Current events in the fuel and energy sector (FES) on August 6, 2025, are attracting the attention of investors and market participants. The United States is intensifying sanctions against buyers of Russian oil, impacting the interests of major oil companies and international trade. Amid this geopolitical tension, global oil prices have decreased, while fuel companies assess production prospects under the OPEC+ agreement. Russia continues to impose restrictions ...

... and Australia, effectively bypassing American gas. Concurrently, Washington is intensifying pressure on Russia and its partners in energy trade. U.S. President Donald Trump this week threatened to impose high (up to 100%) tariffs on countries buying Russian oil, aiming to limit Moscow's revenues and hasten the conclusion of the conflict in Ukraine. In particular, India , the largest maritime purchaser of Russian oil, appears to be at risk. Already on August 1, the Trump administration imposed a 25% import ...

... August, participants agreed to increase the collective quota by 548,000 barrels per day in September—another step towards the gradual lifting of previous cuts. Several leading producers are already operating close to maximum levels; for instance, Russian oil production in June exceeded the established quota (approximately 9.19 million against a limit of 9.05 million barrels per day). Similarly, Saudi Arabia, Iraq, the UAE, and some other countries are exceeding their plans, although certain participants,...

... Energy Market Participants. The current events in the fuel and energy complex (TEC) as of August 7, 2025, are once again in the spotlight for investors and market participants. Washington is ramping up its sanction pressure on the largest buyers of Russian oil, particularly with new trade tariffs imposed on India, escalating geopolitical tensions. Against this backdrop, global oil prices have ceased their decline and are demonstrating relative stabilization as investors assess OPEC+ actions and the risks ...

... Trump expressed frustration over the lack of progress and threatened to impose tough secondary sanctions if a ceasefire was not reached by August 8. These measures could include 100% tariffs on trade with Russia and restrictions on countries buying Russian oil, gas, and other resources. For the markets , such a threat signifies heightened geopolitical tension and new risks for international trade. Investors will closely monitor statements from Washington: **does the White House plan to impose sanctions ...