🛢 Lebanon has proposed a route for Iraq to transit oil to the Mediterranean Sea, bypassing the Strait of Hormuz, according to The National. Lebanese authorities have offered Iraq the use of their territory as an additional exit to the Mediterranean. The project includes the restoration and expansion of the infrastructure of the historic Kirkuk-Banias oil pipeline, which runs through Syria with a branch to the Lebanese port of Tripoli.

🛢🇷🇺🇲🇬 Russia is making significant efforts to strengthen ties with Madagascar, driven by the island's strategic position east of the Mozambique Channel, a route that accounts for a third of the world's oil supply, according to BBG. Earlier, BBG reported concerns from major Western oil companies that Madagascar might begin selling sanctioned Russian oil on the global market. In May, authorities on the island announced plans for Russia to build fuel storage facilities and establish a joint economic zone.

🚨🇺🇸 U.S. strikes against vessels have not yielded results in the fight against drug trafficking. Smugglers have adapted to the new conditions for transporting drugs. — WAPO

⚠️🇷🇺 Ozon has announced that its insurance partner, Ingostrakh, will be forced to revise its rates. The company informed sellers about this change. For more information, visit Ozon.

🚨🇺🇸🇷🇺 Today:

1) Trump is set to meet with Zelensky in Washington.

2) Trump will speak at the farewell ceremony for Senator Lindsey Graham, who has been listed in Russia as a terrorist and extremist; he may address the "hellish sanctions" against Russia.

3) A vote on the "hellish sanctions" against Russia is anticipated in the U.S. Senate.

⚠️🌎 U.S. stocks are experiencing a sell-off, with Nasdaq 100 futures hitting new two-month lows during the Asian session. The Nikkei 225 index has also reached its lowest point in two months.

⚠️✴️ Bitcoin (BTC) has dropped to $63,000 as outflows from spot BTC ETFs continue for three consecutive trading sessions.

🚨🇺🇸 Standard Chartered has indicated that the yield on 10-year US Treasury bonds could rise to 5% if the Federal Reserve does not adopt a more aggressive stance on inflation control.

🇷🇺 The IMOEX index has significantly rebounded over the past two weeks. An increasing number of experts are advising to at least partially reduce long positions as monitoring continues. In the U.S. Senate, a vote on "hellish sanctions" against Russia is expected today.

🇷🇺 This could have been our portfolio this morning.

🛢 Gazprom has stated that liquefied natural gas (LNG) supplies are becoming a less reliable method of gas delivery compared to pipeline transportation.

⚠️🇺🇸 Citadel Securities predicts that the Federal Reserve will surprise markets by raising interest rates at its meeting on July 29.

🛢🇺🇸 The United States continues to deplete its Strategic Petroleum Reserve (SPR) at a record pace, with levels falling to the lowest point since 1983.

🚫🛢🇪🇺 Traders are beginning to anticipate a fuel shortage and further declines in LNG supplies to Europe, according to BBG. Europe is set to face the upcoming winter with the lowest energy resource reserves in recent years, as conflicts in the Middle East and Ukraine have impacted LNG and diesel supplies, reported RTRS.

⚠️🇺🇸 Alphabet's spending on artificial intelligence is skyrocketing, a trend seen across many major US tech firms. Nearly a year ago, Google co-founder Larry Page stated that it would be better to go bankrupt than lose the AI race. Last week, Alphabet's report revealed that its AI expenses resulted in the company's first negative free cash flow in history for Q2 2026.

🇷🇺 TATNEFT reported a net profit of 152.98 billion rubles under RAS for the first half of the year, a significant increase compared to 66.76 billion rubles during the same period last year, according to their financial report.

❗️🇷🇺 KuybyshevAzot has announced a call for the Extraordinary General Meeting on the offer scheduled for September 7. The ordinary share price is set at 412.06 rubles, while the preferred share price is 419.17 rubles. For more details, visit here.

⚠️🇷🇺 The Central Bank of Russia suggests that the recent surge in inflation is temporary. The dynamics of the Central Bank's interest rate and inflation rates year-on-year indicate fluctuations that could stabilize in the near future. For more information, visit this link.

⚠️🇰🇷 South Korea's KOSPI has halted trading after a significant drop of 8%. This decline follows a plunge in the price of the American Depositary Receipts (ADRs) of SK Hynix, which fell below their initial offering price during yesterday's trading in the United States.

🇷🇺 The Central Bank has unveiled the main scheme of manipulations on the stock market, revealing that it is not what many believe. For more details, visit here.

⚠️✴️ The stablecoin market experienced a significant decline of $7.7 billion in June, marking its first contraction in four years and the largest drop since the Terra-Luna collapse. This downturn raises questions about the future stability and liquidity of these digital assets. For more details, visit Forbes.