... Despite price increases in recent weeks, the current level is still 10-15% below year-ago figures—a reflection of the market correction following the peaks of the energy crisis in 2022-2023. Investors continue to monitor external economic signals: negotiations between the U.S. and China on trade disputes are ongoing, and the July 30 meeting of the U.S. Federal Reserve indeed left rates unchanged. Soft monetary conditions combined with the resolution of trade differences could support fuel demand in the latter half of the year. Gas Market: ...

... administration has indicated its readiness to go further; should there be no changes from New Delhi, the potential for tightening trade restrictions may be considered (some sources report the possibility of doubling the tariff to 50%). The U.S. also does not ... ... coverage for routes affected by sanctions. At the diplomatic level, India is not reducing dialogue with Moscow. Bilateral security negotiations took place in Moscow this week, where Russia and India emphasized their commitment to the status of "strategic ...

... procure certain categories of Russian goods (such as nuclear materials). This undermines the demand for a complete cessation of trade with the RF. Unjust Criticism: According to officials, Washington's grievances are unfounded, particularly considering that ... ... backdrop of Trump's threats, a high-level delegation has been sent to Moscow: National Security Advisor Ajit Doval has arrived for negotiations with the RF leadership. Although the visit was planned in advance, given the current context, it has acquired particular ...

... Shares of major European automakers (such as Volkswagen, BMW, Stellantis) reacted positively to reports of the trade compromise, as the direct risk of imposing 25–70% tariffs on car exports to the US was eliminated. However, uncertainty in global trade has not completely dissipated—US negotiations with several other partners (China, India) continue, and businesses in Europe still take into account the possibility of new barriers in the future. The macroeconomic situation in Europe is gradually deteriorating, although a sharp decline ...

... alternate gas suppliers. However, a complete rejection of Russian gas has not yet been realized—some countries, such as Hungary, maintain high levels of purchases under contracts with Gazprom. Statements from Hungarian leadership about their readiness to negotiate with Moscow bypassing Brussels (in the event of an EU-wide ban on Russian gas) demonstrate the limitations of a unified position within the bloc. Overall, geopolitical risks remain one of the main drivers of the reconfiguration of global energy trade routes. While the current market conditions—prices for oil, gas, and coal—are primarily determined by fundamental factors of supply and demand, political decisions can significantly impact the availability of certain energy carriers for individual ...