러시아 오일 및 지방 인사이트

Energy – Trump deadline passes without stricter sanctions against Russia President Trump’s deadline for Russia to strike a peace deal with Ukraine passed without stricter US sanctions imposed on Moscow. This likely contributed to the recent weakness in crude oil prices, with Brent trading at its lowest levels since early June. The market is focused on Trump’s meeting with President Putin on Friday — and whether any progress towards a peace deal can be made. But with Russia demanding that Ukraine cede occupied territory to end the war, it’s difficult to see a quick solution. It’s unlikely that Ukraine will agree to give up its own territory. If we do see some level of de-escalation, it would remove sanction risk from the oil market. This would likely drive prices lower, given the bearish fundamentals. The latest positioning data shows that speculators are bearish towards the oil market, despite the sanctions and secondary tariff risks. Speculators reduced their net long in ICE ...

In June, Russia increased pork supplies to China 4.5 times, up to $10.3 million. In January-April 2025, pork export in value terms amounted to over $298 million, which exceeded poultry meat supplies at $295 million, according to the federal center "Agroexport". Pork export for the first time surpassed poultry meat exports. During the same period last year, poultry supplies were significantly higher — at $225 million versus $151 million for pork. The main buyers of Russian pork in the first four months of the current year were Belarus (over $100 million), Vietnam (over $88 million), and China (over $50 million). The main buyers of poultry meat were China (around $127 million), Saudi Arabia (over $71 million), and Kazakhstan (over $26 million). The growth in pork exports is associated with expanded supplies to key markets, especially to China. In June 2025, Russia exported pork products to China worth $10.3 million, which is 4.5 times more than in June 2024 ($2.3 million). Compared ...

Wholesale pork prices have increased in most cuts, driven by rising production costs and broader economic instability, market research firm NTech analysts told the economic newspaper Kommersant. Putting numbers to the recorded increase, the average pork carcass price reached 2.37 euros/kg at the beginning of July, which represents a 30% increase compared to a year ago. Inflation and increased production costs, especially for feed, are behind these price hikes. But it is not only wholesale prices that have risen, but also those paid by Russian consumers. According to AB-Center, prices have ...