... provided fossil fuel sectors with a further impetus for development. Experts emphasize that while the development of renewable energies (wind, solar, etc.) continues to accelerate, a complete immediate shift away from traditional fuels is not feasible. ... ... from coal will begin to gradually decline post-2025. However, the current situation demonstrates the complexity of navigating a transition period in energy systems worldwide without leveraging older resources. For investors, this signals that the oil and ...

... situation. Primary Causes of Potential Supply Disruptions 1. Reduced Russian Pipeline Gas Imports A decrease in Russian gas supplies to Europe remains a major issue in the EU’s energy policy. At the end of 2024, a five-year agreement on Russian gas transit through Ukraine is set to expire. With Ukrainian authorities indicating reluctance to renew the agreement, the risk of halting the remaining transit supplies through Ukraine is real. This could significantly impact countries like Austria and Hungary,...

... to stabilize the situation. Main Causes of Possible Disruptions 1. Reduction in Imports of Russian Pipeline Gas The reduction in Russian gas supplies to Europe remains a critical theme in EU energy policy. Additionally, the expiration of a five-year transit agreement for Russian gas through Ukraine is anticipated by the end of 2024. Given the Ukrainian side's reluctance to extend the contract, the risk of ceasing remaining transit supplies through Ukraine in the near future becomes a tangible reality....

... consider diversifying their portfolios. Including alternative energy companies or companies focused on renewable sources could be a wise strategy to hedge against the risk of price volatility in the oil sector. As Europe and the U.S. accelerate the transition to renewables, investors may find promising opportunities in sectors like solar, wind, and biofuels, which align with global efforts to reduce fossil fuel reliance. Comment from Sergey Tereshkin, CEO of Open Oil Market "The oil market ...

... support revenue predictability and margin stability for the “Gazprom Export” segment. Investment Profile: A large infrastructure project reallocates CapEx, affecting free cash flow and dividends. Route and Technical Framework The project considers transit through Mongolia, connecting to the Russian gas transport system and China's receiving infrastructure. Market discussions are underway regarding capacity parameters in the range of “tens of billion cubic meters per year,” as well as phased ...