... significant increase in American energy exports to Europe, which has improved investor sentiment and raised expectations for growth in U.S. oil and gas demand. Additionally, the U.S. has intensified dialogue with India to reduce trade barriers, easing global tensions. Geopolitical Risks and Sanctions. President Donald Trump has escalated rhetoric towards Moscow, issuing an ultimatum to resolve the conflict in Ukraine within about 10 days. He threatened to impose 100% tariffs on Russian exports and secondary sanctions ...

... made to reduce duties and increase U.S. energy exports to Europe, bolstering investor confidence and heightening expectations for increased demand for oil and gas. Additionally, the U.S. and India have made strides in resolving trade disputes, easing global tensions. Meanwhile, the summer holiday and travel season supports elevated consumption of gasoline and jet fuel in major economies, further fueling oil demand. Geopolitical risks and sanctions. The U.S. administration is ramping up pressure on Moscow. At the end of July, President Donald Trump shortened the deadline for resolving the Ukraine conflict: an ultimatum (~10 days) expires on August 8, and the president ...

... along with the coal industry, maintaining significance while renewable energy gains strength. Prospects for Investors in the Fuel and Energy Sector The combination of news at the beginning of the week reflects a complex and multifaceted picture of the global fuel and energy sector. Geopolitical actions – such as U.S. sanction pressure on buyers of Russian energy resources – introduce new risks and necessitate a reconfiguration of trade flows. Concurrently, market mechanisms continue to operate: OPEC+ balances increasing supply ...

... a substantial increase in U.S. energy exports to Europe, improving investor sentiment and enhancing expectations for increased demand for U.S. oil and gas. Furthermore, the U.S. has intensified dialogue with India to eliminate trade barriers, easing global market tensions. Geopolitical risks and sanctions uncertainty. U.S. President Donald Trump has intensified rhetoric against Moscow, issuing an ultimatum to resolve the conflict in Ukraine within about 10 days. He threatened to impose 100% tariffs on Russian exports and ...

... growth forecast for 2025 to around +0.7 million barrels per day (compared to over 2.5 million barrels per day in 2023). OPEC’s estimates are similarly restrained at approximately +1.3 million barrels per day. Contributing factors include a weakened global economy and the effect of previous high prices stimulating energy conservation. An additional factor is slowing industrial growth in China, limiting the appetite of the world’s second-largest oil consumer. Geopolitical Uncertainty. The market is pricing in conflicting risks amid international negotiations. On one hand, the lack of breakthroughs in the U.S.-Russia summit indicates the persistence of sanction pressures (the European Union is simultaneously ...