... sanctions, export tariffs, and the need to subsidize domestic markets. However, new opportunities are emerging simultaneously: the energy transition is stimulating demand for energy storage technologies, renewable generation, infrastructure for hydrogen and electric transport. In the short term, market participants are focused on the development of the sanctions dispute between Washington and its largest Asian importers, the effectiveness of cooling measures in the fuel market in Russia, and further steps by OPEC+ and weather factors impacting gas demand. Experts recommend maintaining maximum flexibility and diversifying assets. Companies that can timely adapt ...

... to sanctions, export tariffs, and the need to subsidize domestic markets. Yet, new opportunities are arising simultaneously: the energy transition stimulates demand for energy storage technologies, renewable generation, hydrogen infrastructure, and electric transport. In the short term, market participants will be focused on the development of the sanctions dispute between Washington and the largest Asian importers, the effectiveness of measures to cool the fuel market in Russia, as well as further steps from OPEC+ and weather factors affecting gas demand. Experts advise maintaining flexibility and diversifying assets: companies that can timely adapt to ...

... used due to sanction-related disagreements between Russia and the West. Record LNG Supplies: The share of liquefied gas in EU imports has risen to an all-time high. LNG reception terminals in European countries are operating at high capacity, allowing ... ... global decarbonization goals, many states find themselves compelled in the short term to increase coal burning to ensure stable electricity generation. The United States is experiencing a genuine "coal renaissance." In the first five months of ...

... alternative sources (such as increased purchases from other producers like South Africa) and technological trends: as the transition to electric vehicles progresses, the need for palladium is likely to decrease, as catalytic converters are not required in electric vehicles. Nuclear Fuel and Uranium Supplies Another critically important category remains nuclear fuel. In 2024, the U.S. imported enriched uranium (in the form of uranium hexafluoride for nuclear power plants) from Russia worth $624 million — almost the same amount as before the war (a decrease of only 3% compared ...

... unused due to sanction disputes between Russia and the West. Record LNG Imports: the share of liquefied natural gas in the EU's imports has increased to an all-time high. European LNG reception terminals are working at high capacity, replacing the lost volumes ... ... decarbonization goals, many nations find themselves compelled to increase coal combustion in the short term to ensure stable electricity supply. The United States is witnessing a genuine "coal renaissance." In the first five months of 2025, ...