🇷🇺 Marketplaces are restructuring their operational models in response to new risks, shifting from the Fulfilled by Operator (FBO) model, where the marketplace handles storage and delivery, to Fulfilled by Seller (FBS), where goods remain with the seller until an order is placed. This change aims to decentralize logistics and mitigate risks. More details can be found in the article by RBC.
✈️ Aeroflot is calling for increased control over the share of foreign airlines. According to forecasts, by the end of 2025, the proportion of foreign carriers is expected to grow by 15.7%, reaching approximately 26-27.5 million passengers, nearly half of the total international air traffic. For more details, visit Kommersant.
🇨🇳🇪🇺 Chinese manufacturers are increasingly integrating into European supply chains, displacing local companies with cheaper components. China is "colonizing" European industry, raising concerns that the EU could lose 300,000 jobs by the end of the year, according to The Guardian.
⚠️🇮🇷 The U.S. Secretary of Energy, Dan Brouillette, stated that a nuclear deal with Iran may never occur. His comments suggest that the Trump administration might continue to use force to prevent Iran from acquiring nuclear weapons without formal agreements regarding its nuclear program. In response, Iranian parliamentary speaker Ghalibaf warned that any future attacks on Iran would receive a "faster, stronger, and more painful" retaliation. For more details, visit CNBC.
⚠️🇮🇱🇮🇷 Israeli Prime Minister Netanyahu has issued a stern warning to Iran, stating that any attack on Israel would result in "unimaginable strikes" in response. This comes after the Israeli military's General Staff announced sudden military exercises. Additionally, the C14 portal reported that Israel is preparing for a large-scale coordinated missile attack from Iran, as there are indications that Iran may soon resume military actions.
⚠️🇪🇺 In Europe, government bond yields are rising sharply amid increasing inflation expectations driven by soaring energy prices. Investors are demanding higher returns due to "political risks" linked to growing uncertainty surrounding upcoming elections in various regions. Notably, the yields on 10-year bonds in the UK, Germany, Spain, Belgium, Italy, and France have seen the most significant increases over the past month, as reported by BBG.
⚠️ Germany's industrial production report for July reveals a month-on-month decrease of 1.1%, contrary to expectations of a slight increase of 0.1% and a previous rise of 0.2%. Year-on-year, production fell by 1.6%, while forecasts had anticipated no change. For more details, visit here.
✈️ The messenger MAKS will be utilized for boarding passengers on airplanes and trains, according to Transport Minister Andrei Nikitin in an interview with TASS.
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🛢🇪🇺 Europe, facing the lowest underground gas storage levels in history, has decided to increase gas injections ahead of winter 2026 at the highest prices seen in four years. This move comes as the continent prepares for the colder months, according to data from Gas Infrastructure Europe (GIE), reported by TASS.
⚠️🇪🇺 Politico reports that the European Commission is developing measures to combat migration crises. Earlier, EU leaders at a summit expressed concerns about the threat of a migration crisis similar to that of 2015, citing conflicts in the Middle East as a significant factor.
⚠️🇹🇼 Taiwan will allocate $450 million to increase its weapons production over the next six years.
🚧 TASS reports that a new automobile bridge has been opened for traffic at the border between Russia and North Korea. The bridge spans the Tumannaya River, which flows along the entire length of the border between the two countries.
🇷🇺 Morning on the Moscow Exchange shows mixed trends as investors analyze market conditions. Trading volumes fluctuated, reflecting a cautious sentiment among participants. Key sectors experienced varying performances, with some stocks gaining traction while others faced challenges. The overall mood remains uncertain as geopolitical factors and economic indicators continue to influence trading strategies. For more detailed insights, visit Moscow Exchange.