Astana and Baghdad deny the possibility of changing course and leaving the oil cartel

From Kazakhstan to Venezuela: which OPEC+ countries may leave the alliance after the UAE?

Ma 1, Russia <a href="https://www.dw.com/en/russia-kazakhstan-oil-pipeline-energy-crisis-strait-of-hormuz-germany-berlin/a-76895743">will block</a> supplies of Kazakh oil to the PCK refinery in Schwedt. This refinery supplies more than 90% of Berlin's needs in diesel fuel, heating fuel and gasoline. PCK Schwedt was formerly owned by Rosneft; after Russia's invasion of Ukraine, German authorities confiscated it. The oil was replaced with Kazakhstani oil, which is supplied through the Druzhba pipeline through Russian territory. And now Moscow is blocking these supplies. Sergey Vakulenko, an oil industry expert, <a href="https://www.facebook.com/sergey.vakulenko.7/posts/pfbid0kYNHjQ8yjH5G7qzGuAT6zqDe5ZS2Rwqs7pMitkALVb4SWWuTRLTfSCk8HRRTVhgql">believes</a> that quarreling with Kazakhstan in the current circumstances is not a good idea.

Russian Federation blocks Kazakh oil supplies to Germany: they provide fuel for Berlin

Russia intends to stop exporting oil from Kazakhstan to Germany via the Druzhba pipeline from May 1, three industry sources <a href="https://www.reuters.com/business/energy/russia-halt-kazakhstans-oil-flows-germany-via-druzhba-sources-say-2026-04-21/">told</a> Reuters. According to them, an adjusted oil export schedule has already been sent to Kazakhstan and Germany.

Russia to stop transit of oil from Kazakhstan to Germany via Druzhba - Reuters

Joint Stock Company Kaspi.kz

Tencent Holdings Limited

Kaspi co-founder and CEO Mikhail Lomtadze <a href="https://ir.kaspi.kz/media/Tencent_Invests_in_Kaspi.kz_Alongside_Co-Founder__CEO_Mikheil_Lomtadze_.pdf">said</a> that Tencent - a technology IT giant from China and pioneer of the super app business model - is now among "the largest shareholders of Kaspi.kz".

A $500m deal: why WeChat creator bought a stake in Kaspi

Chinese IT company Tencent has become one of the largest shareholders of Kazakh fintech company Kaspi.kz, according to a <a href="https://ir.kaspi.kz/media/Tencent_Invests_in_Kaspi.kz_Alongside_Co-Founder__CEO_Mikheil_Lomtadze_.pdf">release</a> on the Kazakh group's website.

Chinese IT giant Tencent became one of the largest shareholders of Kaspi.kz 

With the outbreak of war in the Middle East and the closure of the Strait of Hormuz, Brent crude oil rose from around $75 at its peak to almost $120 and fell below $100. The situation in the markets also remains highly volatile. In such a situation Deutsche Bank on March 20 called tenge an attractive currency for capital preservation.

The Tenge has become a safe haven among emerging market currencies during the war in the Middle East. What will happen to its exchange rate?   

The Carlyle Group Inc.

Exxon Mobil Corporation

Chevron Corporation

Russian oil company Lukoil has found a buyer for its foreign assets that may finally satisfy OFAC. This is the American Carlyle, an investment company with big connections in US political circles. What is it known for?

Washington Liaison: the story of Carlyle, the buyer of Lukoil's foreign assets

To an outside observer, the potential fall of the ayatollah regime in Iran looks like an ideological fracture. For the capital manager, it is primarily an infrastructural and geopolitical shift that changes the logic of flows, the cost of risk, and the architecture of the entire region. The question here is not about moral assessments, but about who will be able to quickly and profitably integrate into the new configuration, EA Global Capital CEO Adilgerey Namazbayev writes on his <a href="https://www.facebook.com/share/p/1LtfGurkrd/?mibextid=wwXIfr">Facebook</a> page. We publish his post without bills.

After the Ayatollahs: How Iran's discovery could rewrite the map of Eurasia's risks and routes

Kazakhstan's oil sector has been stagnating for several years, partly due to the need to comply with OPEC+ quotas, which the country does not always strictly adhere to. In 2026, production will have to be restricted even further to compensate for past excesses. But can Kazakhstan use this as an incentive for development? Kirill Lysenko, an analyst for sovereign and regional ratings at Expert RA, answers this question.

Will Kazakhstan turn OPEC+ oil production restrictions into a driver for its economic development?

CoreWeave, Inc.

Core Scientific, Inc.

Donald Trump continues his aggressive trade strategy by extending duties of up to 40% on products from 14 countries, including Japan, South Korea and Thailand. U.S. authorities have warned of the risk of massive blackouts by 2030 due to coal and gas plant closures and over-reliance on renewable sources. "Protégé" Nvidia&nbsp;- CoreWeave - announced the purchase of cryptominer Core Scientific for $9 billion. About these and other topics - in our review of key events for the morning of July 8.

National Atomic Company Kazatomprom JSC

The global uranium industry in 2025 is showing signs of recovery after a protracted crisis of nearly a year and a half. The spot price of uranium <a href="https://tradingeconomics.com/commodity/uranium">has risen</a> 20% from its March lows, and is now around $75 per pound.&nbsp;

Making money on uranium: what investors need to consider when buying Kazatomprom shares

According to a survey of analysts by Freedom Broker, the consensus target price for Kazakhtelecom shares has been revised lower 8.2%, from $95.70 per share to $87.85 per share. This is driven by the operator’s latest quarterly report, which analysts interpreted as moderately downbeat. Even so, they rate the stock a "hold."