Russia/CIS
Russia’s economic ties with India will grow stronger
India is now Russia’s second most important trade partner
RussiaMarket dynamics point to USD70-75 oil prices into 2025
OPEC+ has postponed its planned output increases amid internal and external tensions and softening demand
InternationalFinance sector will not drive global net zero push
The financial sector is a key player in addressing the climate crisis, but its actions will demand a clear business case
InternationalRussian gas sales to Central Asia will rise
Gazprom is seeking to increase gas exports to Central Asia to compensate for the loss of European markets
Central AsiaRussia will weigh up escalatory options
Russia has several options if it responds to any lifting of restrictions on the use of long-range missiles for Ukraine
RussiaTurkmenistan will develop transit corridors
Turkmenistan has intensified efforts to participate in regional infrastructure projects
TurkmenistanChinese supply squeeze to keep antimony prices high
Demand for antimony, a key ingredient in military and new energy tech, is high but China has just banned its export
InternationalHousing market distortions will hinder economic growth
Relatively high home ownership raises at least as many wider economic costs as benefits
International
