⚠️🇷🇺🇨🇳 Russian coal exports of all types to China fell 15% YoY in January–February 2026 — customs data

*Russia's share of coal supplies to China is approximately 30%*

🇷🇺🌾 Russia increased wheat exports 2.7x y/y from March 1–20, to 3.1 mln tonnes — RZS

Importing countries are ramping up grain purchases amid unstable geopolitical conditions to avoid the risk of shortages in regional markets

⚠️🇷🇺 EU cut purchases of Russian aluminum 19.5x YoY in January

✴️ Ethereum Foundation published an article outlining its vision for the future of L1 and L2 ecosystems. The article notes that L1 will retain its role as a global settlement hub and DeFi center, while the primary mission of L2 has shifted from pure scaling to providing differentiated and personalized services.

💱🇷🇺 Yuan tensions in the FX market have eased significantly, with short-term rates dropping below 10% annually. The reduction in the deficit was facilitated by Rosneft completing its buyback of yuan-denominated bonds under the put option, according to market participants. — Ъ

🚫🛢️ War with Iran has triggered a large-scale gas crisis in India. 60% of India's imported liquefied petroleum gas (LPG) passes through Hormuz — RTRS

🚫🛢️ All gas stations in Bangladesh may shut down due to fuel shortages, the country's Gas Station Owners Association said.

🚫🛢️🇬🇧 The Telegraph: farmers in Britain faced fuel sales restrictions

⚠️🇰🇵🇰🇷 Kim Jong Un officially declared South Korea a hostile state

❗️ Automakers are panic-buying aluminum amid fears that stockpiles could run out within months if the Middle East conflict continues — FT

🛢️🇷🇺 Russia increased diesel fuel exports amid tensions in the Strait of Hormuz

✴️₿ Yesterday, during the "Trump pump," inflows into spot BTC ETFs surged sharply.

🇺🇸📉 The deepest corrections in S&P500 typically occur in midterm election years — Carlson

✴️₿ Strong surge in on-chain BTC transactions observed while price consolidates sideways

CryptoQuant notes a significant whale inflow into BTC

✴️🇷🇺 Crypto exchanges in Russia will be required to verify investor status: selling crypto to non-qualified investors for amounts exceeding 300,000 rubles will carry significant fines. — Izvestia

🇷🇺📊 DOM.RF net profit rose 94% to RUB 18.4bn in January–February 2026, driven by 47% growth in fee and quasi-fee income to RUB 7.6bn and 48% growth in net interest income to RUB 28.5bn, compared to the same period last year.

🌫 Nornickel expects global palladium demand to grow by 1.7 million troy ounces annually, driven by the metal's adoption in new industries beyond the automotive sector

🇧🇾🇰🇵 March 25–26 — Lukashenko visiting North Korea

🛢️ TotalEnergies CEO: global oil prices could exceed 2022 levels ($140) if energy supplies through the Strait of Hormuz do not resume in the coming months

🇷🇺 RUSSIAN GOVERNMENT EXTENDS TAX AND INSURANCE CONTRIBUTION DEFERRAL FOR COAL INDUSTRY ENTERPRISES — MISHUSTIN

🇨🇳🇺🇸🇪🇺 BYD sales in Europe in February rose 162% YoY to 17,954 vehicles

Tesla sales in Europe in February rose 11.8% YoY to 17,664 vehicles

— ACEA