Analytical Briefing — 12.08.2026 05:11

The geopolitical crisis in the Red Sea is pushing oil to $82, accelerating the global diesel deficit and putting pressure on Ukrainian logistics. Russia is advancing on the Kupiansk axis, combining pressure with pinpoint airstrikes on Kharkiv. Against this backdrop, Kyiv has handed proposals to the US for ending the war. The economic backdrop is deteriorating due to rising fuel prices.