US President Donald Trump announced that Russia and Ukraine agreed to suspend mutual strikes on energy infrastructure, sparking a 3.9% surge in the Moscow Exchange index. Simultaneously, Uniper agreed to sell a 20% stake in the OPAL gas pipeline, while Chevron announced global LNG supply expansion plans.
Global market
US President Donald Trump announced that Russia and Ukraine agreed to halt mutual attacks on energy infrastructure, attributing global diesel shortages to the conflict. UN representatives officially welcomed signs of de-escalation across energy sectors. In European gas infrastructure, German utility Uniper signed an agreement to sell a 20% stake in the OPAL gas pipeline to investor Hy24 as part of EU state aid conditions totaling $53 billion. In liquefied natural gas markets, Chevron Global Gas President Freeman Shaheen announced plans to expand supply operations across Argentina, the Mediterranean, Africa, and Australia to diversify global LNG trade routes.
Russia & CIS
The Moscow Exchange index surged 3.9% to 2,370 points following news of the energy infrastructure truce, with shares of Rosneft and Gazprom leading market gains. On the domestic energy track, Russian Deputy Prime Minister Alexander Novak instructed energy authorities to enforce manual tracking of small-wholesale fuel prices across regions experiencing localized supply tightness. The Russian Ministry of Energy confirmed that additional refinery units pushed domestic fuel output higher, while the Federal Antimonopoly Service initiated 55 enforcement cases into fuel market violations. Additionally, CREA analysts recorded 172,000 tons of Russian petroleum product imports from India in August.
Armenia
Armenia’s parliament ratified a free trade agreement between the EAEU and Indonesia, eliminating tariffs on mineral waters, juices, and canned goods. Analysts from news.am and Sputnik Armenia noted that the Russian-Ukrainian energy truce significantly lowers security risks for regional fuel supply chains. Despite global market fluctuations and Middle Eastern transit disruptions, retail prices for petrol, diesel, and natural gas in Armenia remain stable. Energy market stability is secured through long-term trade agreements within the EAEU, shielding domestic consumers from price volatility recorded by international market price assessments.