⚠️🇷🇺 #OZON = -10%
Drone strikes on **RWB (Wildberries)** warehouses in Elektrostal and Kotovsk knocked out 7% of the company's logistics capacity. Restoration will cost 20–35.8 billion rubles, which insurers are unlikely to cover.
🛢️🇨🇳🇷🇺 China increased imports of Russian oil by 16.7% YoY in H1 2026 — to 57.28 million tonnes — Chinese customs — TASS
Is Western pressure on Russian oil having any effect at all?
🇪🇺🇷🇺 The EC may revise the **21st sanctions package** against Russia to accommodate Greece's position. An economic analysis could be presented on July 22 at a meeting of EU ambassadors — POLITICO
🛢🇮🇶🇸🇾 Iraq and Syria signed an agreement at the US Chamber of Commerce summit in Washington to restore the **Kirkuk–Baniyas pipeline**, which will allow oil to be transported bypassing the Strait of Hormuz.
🇨🇳🇺🇸 Xi Jinping's visit to the US is still scheduled for September — Rubio
Will Beijing and Washington actually hold it together long enough to get there?
✈️ One of the world's largest international air shows for civil, military, and space technology is opening in Farnborough, UK.
The 45th Farnborough International Airshow runs July 20–24.
✴️🇺🇸 Circle president and USDC stablecoin issuer Heath Tarbert commented on concerns over the company's stock dropping from $260 to $62, stating that Circle is playing a long-term game.
⚠️🇷🇺 The Bank of Russia at its July 24 meeting will likely raise its 2026 inflation forecast to 6–7.5% and hold the key rate at 14.25% — Izvestia
Major banks are raising rates on short-term deposits — Kommersant
🇺🇸 The next Starship test flight is scheduled for July 23, SpaceX announced.
Earlier, CNBC reported that short sellers have built up positions in SpaceX shares to nearly 1/3 of the total free float.
❗️🇩🇪🇷🇺 Germany has stepped up initiatives to restore communication channels with Russia amid discussions about possible EU participation in negotiations to settle the Ukrainian conflict — The Times
Will Berlin lead Europe's back-channel diplomacy while Washington fades out?
🛢️🇬🇧 New UK PM Andy Burnham announced plans to expand oil production in the North Sea.
Trump backed the idea, saying it would transform the Kingdom from a "poor disaster" into one of the wealthiest countries in the world.
🛢️🇺🇸 Rubio said countries need to pay for the protection the US provides in the **Strait of Hormuz**
So who foots the bill if they refuse — tanker insurance markets?
🔥🇺🇸🇷🇺🇮🇷 Trump called for adding Iran to the sanctions bill against Russia
Rubio said he is ready to meet Lavrov at the ASEAN summit
Is Iran becoming the new pressure lever in US-Russia negotiations?
🇪🇺🇷🇺 EU countries are increasingly reluctant to support new sanctions against Russia amid concerns over the consequences for their own businesses — FT
Merz stated that Germany continues to face an energy crisis stemming from its rejection of Russian gas — ZDF interview
🔥🇷🇺🇺🇸 **Russia recently held a substantive conversation with the US about global development beyond 2030.** US authorities acknowledge the existence of problems that "are extraterritorial in nature" — Special Representative of the Russian President Boris Titov — ТАСС
📅 **TODAY'S CALENDAR — 2026.07.20**
🇯🇵 Japan — no trading
🇬🇧 Andy Burnham to become new UK Prime Minister
🇨🇳 China — LPR (Loan Prime Rate) — 04:15 MSK
🇨🇦 Canada — CPI consumer inflation (June) — 15:30 MSK
🇺🇸 USA — Leading Economic Indicators index (June) — 17:00 MSK
❗️🇮🇷 Yemeni Houthis will make an important statement tomorrow.
The Houthis had previously threatened to block the Bab-el-Mandeb strait and warned that the US would sink into a deep quagmire if it sides with Saudi Arabia.
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