... Iranian sanction circumvention schemes are heightening geopolitical tensions. Should the international community intensify scrutiny on shadow supplies, it could lead to stricter sanction pressures that would also affect the Russian oil sector. Potential sanctions against China If the U.S. or EU decide to intensify pressure on China for illegal imports of Iranian oil, it could impact supply chains, including Russian oil, increasing costs and risks for exporters. What Should Investors Pay Attention To? Oil price dynamics: Monitor changes in ...

... for June. The output indicator from Germany's factories and plants; a decline in production may raise recession fears in the EU, while growth will support the euro. 11:00 (Eurozone): ECB Economic Bulletin. The regulator will publish a detailed overview ... ... set by the U.S. President for resolving the conflict in Ukraine expires. Donald Trump had previously threatened to impose new sanctions against Russia by this date if no progress is made. The markets in the CIS and the ruble's exchange rate will be particularly ...

... the export of summer diesel fuel went to EU countries, while only 27% of the export of AI-92 gasoline went there. After the EU imposed an embargo in February 2023, Russian diesel producers redirected their supplies to Turkey, Brazil, Saudi Arabia, and ... ... decreased by 34%. This is partly due to damage to refinery infrastructure from Ukrainian drone attacks and unplanned downtime due to sanctions on equipment supplies for oil refining. The losses of oil producers are partly compensated by budget subsidies under ...

... barriers and manipulations, ensuring equal opportunities for trade and investment. As an example of the negative consequences of unilateral decisions, Putin cited the situation in energy. He stated that the EU's rejection of Russian gas has cost the EU economy approximately €200 billion in direct losses, not counting the indirect effects. Thus, attempts to pressure Russia through sanctions and restrictions, according to Putin, backfire on the initiators of such measures. Russian-Chinese relations were characterized as a model of mutually beneficial partnership. Putin referred to the current cooperation with China as one of the ...

... Market Risks: The presence of several major players from different regions (Europe, China) will lessen market dependence on a single supplier, making it more resilient to potential risks such as political instability or shifts in trade policy. Impact of Sanction Limitations and Political Risks: Risks remain, with political instability being a major concern. Any escalation in relations between the EU and Russia could once again jeopardize the presence of European brands in the Russian market. It is crucial for investors to consider these risks and monitor the situation closely. What Are the Prospects for the Russian Automotive Market? If German ...