rawmaterialsmarkets

Российские сталелитейные компании видят признаки восстановления внутреннего спроса и цен, поскольку отложенные строительные проекты возобновляются, а ремонт объектов, поврежденных украинскими атаками, помогает оживить рынок. Об этом пишет Bloomberg.
Спрос начал расти в июле и продолжил укрепляться в августе: базовый горячекатаный прокат в Московском регионе подорожал примерно на 30% с января. Цена арматуры, используемой для армирования бетона в зданиях и защитных сооружениях, включая укрытия и барьеры от атак дронов, взлетела примерно на 74% за тот же период, показывают данные металлотрейдера «Евраз Маркет».
Скачок цен на арматуру побудил Федеральную антимонопольную службу России в середине августа начать расследование.
Российская экономика замедлялась в последние пару лет под влиянием ужесточения денежно-кредитной политики, что сдерживало потребление стали и давило на цены. Сталелитейщики говорят, что восстановление обусловлено оживлением строительной активности, включая инфраструктурные проекты, такие как высокоскоростная железная дорога.
Ремонт сооружений, поврежденных украинскими атаками, также поддержал спрос на сталь. Россия разработала ряд технических решений для защиты нефтеперерабатывающих заводов от ударов украинских дронов, включая строительные конструкции, где арматура является ключевым элементом.
С июня Украина усилила удары по российским НПЗ и портам, что способствовало массовому дефициту топлива по всей России. Также были повреждены склады гигантов электронной коммерции Wildberries и Ozon, что нанесло логистическим сетям ущерб на миллиарды долларов.
В прошлом месяце президент России Владимир Путин разрешил государству временно брать под контроль критически важные объекты, которые считаются недостаточно защищенными от атак украинских дронов.
ЦБ России ожидает, что инвестиции будут поддержаны расходами на восстановление производственных мощностей в отдельных секторах, а также реализацией государственных инвестиционных и инфраструктурных проектов, следует из опубликованных в понедельник основных направлений денежно-кредитной политики на 2027 год.
Восстановление — позитивная новость для таких производителей стали, как «Новолипецкий металлургический комбинат», «Северсталь» и «Магнитогорский металлургический комбинат», чья прибыль снижалась ранее в этом году.
Тем не менее, скачок спроса может дать им лишь временное облегчение — цены снова начали снижаться к концу августа.
Кроме того, хотя внутренний рынок выиграл от спроса, связанного с конфликтом, экспорт страдает. Сталелитейщики сталкиваются с растущими логистическими проблемами: отгрузки из черноморского порта Новороссийск серьезно нарушены более двух недель. Это давит на экспортные цены, сообщил Metal Bulletin со ссылкой на участников рынка.
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Prices for natural gas in Europe rose on Tuesday to their highest levels since March: an escalation of the military conflict in the Persian Gulf and a sharp jump in wholesale gas contracts in the UK after the holiday break have heightened concerns about a looming shortage of supplies this coming winter.

Copper production in Chile fell to the lowest level for July since 2011: winter storms disrupted operations at mining facilities in the world’s top producer of this metal.
In July, a South American country produced 403,424 metric tons of copper—down 9.8% from June and 9.4% from a year earlier, the national statistics agency reported on Monday. The decline occurred amid harsh winter weather conditions that made it difficult to operate mining sites across the country.

US President Donald Trump announced that Washington has reached an "historic" deal with Venezuela, as a result of which the United States gained control over one fifth of the South American country's oil reserves. In his Truth Social social media post on Saturday, August 29, he called the agreement "the biggest oil deal in world history."

Brazil’s trade regulator Camex approved the extension of the 12% tax on crude oil exports for another 60 days, local outlet Valor Economico reported on Thursday.
The decision was taken several hours after the local court ordered a suspension of the export tax. The situation leaves the future of this levy uncertain, as it remains the subject of a dispute between oil companies and the administration of President Luiz Inácio Lula da Silva.

Prices for U.S. oil WTI Midland fell on Tuesday after a lower offer arrived in the Platts trading window.
Chevron offered a cargo for 11–15 September at a price of dated Brent plus $1.10 on CIF Rotterdam terms. This is below Monday’s offer at the level of dated Brent plus $1.30.
Unipec offered a cargo for 8–12 September at a price of dated Brent plus $1.75 CIF Rotterdam, while Shell offered a cargo for 11–15 September at a price of dated Brent plus $1.50 CIF Rotterdam.

Jefferies published a research note on Friday, expressing concern about currency devaluation and the state of the U.S. budget, suggesting that mining stocks could serve as a hedge against these risks.
The company pointed to recent price movements in gold and cryptocurrency as early indicators, noting that it would not be surprised if copper and other industrial metals follow the same path. This week, Jefferies initiated coverage of several Canadian copper and gold producers.

Tajikistan has asked Iran for supplies of 2.55 million tonnes of oil and oil products, seeking to make up for a fuel shortage after disruptions in deliveries from its traditional partner—Russia. Reuters reports this.
According to the request, the republic expects to obtain 2 million tonnes of crude oil, 150,000 tonnes of gasoline, 300,000 tonnes of diesel fuel, and 100,000 tonnes of aviation fuel.

Oil prices rose to their highest level in three weeks on Thursday amid concerns that the deadlock in the Iran war will continue to disrupt supplies from the key oil-producing region in the Middle East. Reuters reports.
October Brent oil futures gained 2.35% to $93.77 a barrel by the time of writing, while U.S. WTI futures added 2.28% to $86.31 a barrel.

Turkey said it is ready to help Syria search for oil and gas resources, Turkish Energy Minister Alparslan Bayraktar said on Wednesday.
Turkey’s state-run oil company TPAO and private companies are ready to carry out seismic surveys and exploratory drilling both offshore and onshore in Syria, Bayraktar said at a joint press conference in Damascus with Syria’s energy minister, Mohammed al-Bashir.

Canadian industrial and energy company Zimar Inc. will build an oil refinery and petrochemical complex worth $1.9 billion in Niger, Bloomberg reports citing Niger’s state radio and television.
The facility is planned to be built in Dosso, a city in the southwest of Niger. The expected production capacity of the complex will be 100,000 barrels per day.

The cost of freight for oil tankers operating from the Black Sea to the Mediterranean has reached a record level following a series of drone attacks, Bloomberg reports. This has led to lower prices for the main Kazakh export grade of oil, CPC Blend.
Daily profit for tankers on this route has risen to $440,948. This is the highest figure in the entire history of observations by the Baltic Exchange, which Bloomberg has been conducting since 2008. The rate is calculated for batches of 135,000 tons traveling from the Russian port of Novorossiysk to the Sicilian port of Augusta. Since the beginning of July, when the latest attacks on tankers took place, it has jumped by 140%.

The Trump administration will put up for auction more than 81 million acres in the Gulf of Mexico for oil and gas companies on Wednesday as part of efforts to boost domestic energy production through regular auctions for offshore leaseholds.
The auction will be the second since the US-Israel war with Iran disrupted global crude oil flows and pushed oil prices to four-year highs. It is the third of 30 auctions provided for under the 2025 law by President Donald Trump on tax cuts and spending.

Shares of Russian aluminum producer Rusal (RUAL) on trading on the Moscow Exchange on Monday, August 10, rose by 5.32% and at the maximum reached ₽27.97. This is evidenced by data at 15:09 MSK.
The rise was supported by higher aluminum prices, as well as expectations of a recommendation from the board of directors of Rusal on dividends for the first half of 2026, writes analyst Yelena Kozhukhova of Veles Capital.

The global gold market is experiencing a surge—amid escalating geopolitical tensions, prices for the precious metal are hitting historic highs, and global demand for the first time exceeded the 5,000-ton mark in 2025. We explain how much gold is mined in Russia, where the largest deposits are located, and whether it’s possible to obtain a license to develop mineral resources.

The copper market is rapidly tightening: a surge in shipments to the US and rising orders in China create the conditions for a rally that could push global prices to historical highs. This is reported by Bloomberg.
Futures in London this week have surpassed the $14,000 per ton mark — a ceiling that was only breached a handful of times this year. Many traders expect a quick breakout above the $14,500 record set in late January on the wave of speculative buying in China.

In July, nearly 30,000 tons of petroleum products were shipped to Russia from South Korea. This was reported on Friday, August 7, by Reuters, citing data from ship-tracking systems Kpler and Vortexa.
At least two tankers with destinations in Russia’s Far East were loaded with petroleum products from storage tanks at Ulsan port, the agency notes. According to Kpler and one of the sources for the journalists, one of the vessels has already arrived in Russia but has not yet begun unloading. As the agency’s interlocutors point out, the речь is about diesel and aviation fuel.

Saudi crude oil imports into the U.S. fell to zero in July, marking the first time in more than 40 years that a whole month passed without any such shipments since 1985, according to preliminary government data.
The halt in Saudi oil exports to the United States is linked to disruptions caused by the U.S.–Iran conflict, which effectively blocked shipments of crude oil from the Persian Gulf. Data from the U.S. Energy Department released on Wednesday confirmed that Saudi oil shipments toward the U.S. completely stopped last month. This sharp change contrasts with the start of the year, when American refineries were buying more than 800,000 barrels of Saudi oil per day.

According to Financial Times (FT) information, Russia is expanding its “shadow fleet” of ships intended for transporting liquefied natural gas (LNG). These measures are being taken ahead of the 2027 entry into force of the EU ban on imports of Russian LNG, the outlet reported on Tuesday, August 4, citing data from analytics firm Windward.

U.S. President Donald Trump criticized the two largest oil companies in the country—ExxonMobil and Chevron—for record profits due to high oil prices, and urged the companies to lower the price of gasoline for Americans. Trump also accused Chevron’s CEO of not properly acknowledging the role of the White House administration in the oil industry’s successes.