Аналітичний брифінг — 04.08.2026 05:11

WTI's 5.5% drop and pressure on Russia's oil and gas revenues coincide with Ukrainian strikes on Russian refineries. At the same time, a window of opportunity for strikes deep into Russia is opening through Starlink negotiations. US-Iran escalation and Europe's hesitation on air defense create risks of dispersing allied resources, which is critical for Ukraine over a 3-6 month horizon.