π·πΊ SBER does not anticipate any dramatic increase in reserves as the situation aligns with forecasts. The cost of risk for corporate loans at SBER is rising, but it is not considered critical, according to Gref.
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π₯π°π΅ In North Korea, under Kim Jong Un's leadership, a "burst of fun" has begun as new shopping centers, resorts, and stores are opening across the country. The authorities are encouraging consumption, according to RTRS.
π§ Anthropic has restricted access to its language model, Claude, for several researchers who could potentially use AI to develop biological weapons, according to the New York Times.
π Huge opportunities are emerging for bilateral trade settlements in CBDC between India and Russia. Trade transactions in CBDC are significantly more efficient. Most of the oil purchased by India from Russia is being paid for in Indian rupees, according to Gref, RTRS.
π·πΊπ¨π³ President Vladimir Putin plans to meet with Chinese President Xi Jinping during the BRICS summit, according to spokesperson Dmitry Peskov.
π¨ Iran's Mohammad Bagher Ghalibaf stated that U.S. Treasury interventions and media misinformation cannot halt the rise in oil prices. The remarks come amid ongoing geopolitical tensions and highlight the resilience of the oil market despite external pressures. For more details, visit here.
π’ On September 14, Gulf countries and Iran will discuss a deal regarding the Hormuz Strait in Oman.
πΎ Limitations in logistics within the Azov-Black Sea region and shipping issues in the Strait of Hormuz may lead to a significant rise in global wheat prices in the second half of the current agricultural season (January-June 2027), forecasts Vladimir Petrichenko, CEO of ProZerno. Global wheat prices in the latter half of the 2026/27 season could exceed $330 per ton, according to the forecast. For more details, visit Interfax.
π¨π’πΊπΈ Diesel prices have surpassed the psychological barrier of $6, making headlines in major U.S. media today. This presents a significant challenge for Trump ahead of the upcoming midterm elections. He may need to take action or frame the rising fuel costs as a "small price" for the mission of disarming Iran.
π’ The International Energy Agency (IEA) has revised its forecast for global oil demand in 2026, now projecting a decline of 2.5 million barrels per day, reaching 102.45 million barrels per day. This reduction in demand is expected to be comparable to the oil crises of the 1970s and the shocks of 2008 and 2020. Additionally, global oil supplies dropped in August by 1.6 million barrels per day to 100.1 million barrels per day, influenced by attacks on tankers in the Strait of Hormuz and the Red Sea.
βοΈ The passenger traffic of the Aeroflot Group decreased by 0.1% in the first eight months of 2026, totaling 37.4 million people, according to the latest report. In August, the passenger flow dropped by 1.3% year-on-year due to flight restrictions.
π US lawmakers are considering the implementation of "AI emergency shut-off switches" for situations where artificial intelligence may go out of control.
β οΈ Yemeni Houthis have taken full control of the Bab-el-Mandeb Strait, according to reports from AFP and TASNIM. This strategic waterway is crucial for global oil logistics and geopolitical dynamics in the region.
π¨π’ Reports indicate that the main oil and gas pipeline of Saudi Arabia, known as "East-West," has been damaged. On September 10, the Houthi movement "Ansarullah" reportedly launched a successful attack on this major pipeline, which transports crude oil from Abqaiq to Yanbu on the Red Sea coast, bypassing the blocked Strait of Hormuz. This information has not yet been officially confirmed.
βοΈπ·πΊ Shareholders of DIASOFT have approved dividends for the first half of 2026 at 16 RUB per share. The cut-off date for eligibility is September 21.