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Belarus will seek closer integration with Russia

Location:

BELARUS

With both countries facing isolation from the West, Russia and Belarus are seeking to move closer together. The contact mechanisms of the Union State of Russia and Belarus are…

Russia will rely more on Chinese demand for gas

Location:

RUSSIA

Modestly increased gas exports to China have offset only a fraction of the lost business in Europe. The United States last year imposed sanctions on the flagship Arctic-2 LNG…

Asia ‘ex-China’ investment will struggle for traction

Location:

ASIA

There is sizeable demand for financial assets and products in Asia that exclude China. However, investor expectations that the US Federal Reserve (Fed) will not cut interest rates…

Ukraine’s drones menace Russian and Kazakh exports

Location:

UKRAINE/RUSSIA

Ukraine looks poised to pursue maritime drone attacks against Russian military vessels and port infrastructure. It is also trying to persuade foreign shipping and insurance…

Algeria’s aviation sector will face stiff competition

Location:

ALGERIA

The acquisition of 15 new aircraft -- orders confirmed in June -- will modernise the state-owned airline and enhance its offering, enabling it to fly more passengers further…

Smaller trade surplus will keep ruble low this year

Location:

RUSSIA

Pronounced ruble depreciation this year attests to the efficacy of sanctions in disrupting Russia’s external trade. The weaker ruble has already provoked a spike in household…

Sanctions will increase risks for Russian economy

Location:

RUSSIA

However, although output has grown, a tight labour market and persistent inflation have created new problems. The reorientation of trade away from Europe has resulted in a…

Kazakhstan will struggle to boost oil output

Location:

KAZAKHSTAN

Astana's aspirations to reach 2 million b/d have been set back by difficulties in raising output at major fields. Government efforts to diversify the economy away from…

Sanctions will reduce Russia’s oil exports eventually

Location:

RUSSIA

In June 2022, Russia booked almost twice the revenue (USD20.4bn) from such exports. Declining oil income poses a serious challenge to the administration of President Vladimir…