Shell plc

The year 2025 can hardly be called a calm year for the oil market - the increase in OPEC+ production since the spring of this year has become one of the factors putting pressure on prices. Since April, the member countries of the association have been accelerating their production quotas compared to the plan approved in December 2024. As early as September 2025, they will finally lift production <a href="https://www.opec.org/pr-detail/572-03-august-2025.html">limits of</a> 2.2 million barrels per day. The mood at the July OPEC meeting in Vienna was described by one of its participants in <a href="https://www.ft.com/content/60baf8ed-9652-415d-9a78-51e2c00f686a">a conversation with the FT </a>as similar to "the mood of sailors before the storm".

A fortress company: why banks see Shell as a defensive asset in the oil market

Exxon Mobil Corporation

Exxon Mobil has been in talks with Russian state oil company Rosneft to return to the development of the Sakhalin-1 project if the two governments give it the green light as part of the peace process over Ukraine, The Wall Street Journal <a href="https://www.wsj.com/business/energy-oil/exxon-rosneft-russia-oil-talks-f524e81f?mod=hp_lead_pos2">reported</a>, citing sources.

Exxon Mobil was in secret talks to return to Russia - WSJ

Constellation Energy Corporation

Vistra Corp.

NRG Energy, Inc.

If artificial intelligence is the new gold, electricity is the shovel without which it cannot be mined, analysts say

Melius names five stock-beneficiaries of the energy revolution that AI needs to drive

The meeting between Russian President Vladimir Putin and American leader Donald Trump in Alaska was the main event of August, but expectedly did not bring the main thing - a ceasefire agreement. Instead of signed documents, the market received impressive decorations: a red carpet, handshakes and smiles at the military base and promises to continue dialog. For some, this is Russia's return to the world stage; for others, it is a Trump-style theater of peacemaking. And for investors, it is an important reminder that inflated expectations quickly fizzle out, says <a href="https://asterofalcon.com/">Astero Falcon</a> portfolio manager <a href="https://asterofalcon.com/">Alyona</a> Nikolaeva.

Smile diplomacy and unfulfilled expectations: how the Anchorage summit will affect markets 

Trump has promised "very serious consequences" if Putin does not agree to a ceasefire in Ukraine.

"Skeptical sentiment": what does the oil market expect from Trump and Putin's Alaska summit?

China Petroleum & Chemical Corporation

PetroChina Company Limited

CNOOC Limited

The development of the Chinese economy for about 20 years was one of the main factors that ensured the growth of oil consumption in the world. But now China's role has changed: it is becoming a leader in reducing its consumption and limiting its purchases, thereby increasing risks for oil exporting countries. This is changing the situation in the entire global oil industry.

"A cup of rice in your own hands": how China has changed the oil market

Anticipated surplus will approach 3 million bpd in 2026, energy agency says

'Market balance looks bloated': IEA predicts record oil surplus

Such a long series of price cuts hasn't happened since May

Oil stabilizes after six days of decline: market awaits Trump's steps on Ukraine

US President Donald Trump <a href="https://www.whitehouse.gov/presidential-actions/2025/08/addressing-threats-to-the-united-states-by-the-government-of-the-russian-federation/">signed</a> an executive order imposing an additional duty on goods from India over Russian oil purchases.&nbsp;

Trump imposes additional duty on imports from India over Russian oil purchases


BP p.l.c.

The crisis-hit oil and gas giant announced a massive find a day before the release of its financial report

BP has discovered the largest oil and gas field in 25 years. This is the fruit of a new strategy

The Kraft Heinz Company

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Oil prices fell in early trading after OPEC+ agreed another significant production increase for September. A sharp drop in tourist spending in Japan and Europe hit sales of luxury brands. China unexpectedly imposed an interest income tax on government and bank bonds, spurring a sell-off in the debt market. Buffett recognized a $3.8 billion loss on Kraft Heinz, one of his biggest disappointments in decades. On these and other topics - in our review of key events for the morning of August 4.

Highlights for the morning: oil prices fall, luxury under pressure, Buffett admits failure

Chevron Corporation

Chevron earned 44% less than a year earlier, Exxon 23% less. Nevertheless, both companies exceeded even more gloomy expectations of analysts

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