The days when many Indian oil refiners feasted on cheap Russian crude and then exported fuels to Europe are coming to a close, writes @helloimserene https://t.co/HxU3yDh1SJ ...

Turkey’s oil refiners have started cutting their purchases of Russian crude after the US sanctioned Moscow’s top two oil producers and are instead seeking extra barrels from nations including Iraq, Libya, Saudi Arabia and Kazakhstan https://t.co/uc68CHPOK8 ...

India’s shift away from discounted Russian crude should be more than offset by gains from likely lower US tariffs, Nomura said https://t.co/Z8tNqj269w ...

A huge amount of oil will be looking for new buyers if Trump's new sanctions force India to stop purchasing Russian crude, writes @JLeeEnergy https://t.co/c3vkTT7ujV ...

Joining us now is Sir William Browder, founder and CEO of Hermitage Capital Management and head of the global Magnitzky Justice Campaign. Bill, it's great to have you on the show. Welcome.>> Great to be here. >> Um, so that's exactly where I want to start with you because not a not a day and if not a day then not a week goes by then I'm not speaking to CEOs both on and off camera who don't say that or do say I guess that um that geopolitics is among the risks that they're tracking most closely right now. So ...

Supply and Demand - Indian refiners plan to continue purchasing Russian crude oil [1] - Domestic fuel demand in India is increasing following the monsoon season [1] Geopolitics and Trade - India and the United States are resuming trade negotiations [1] - Both India and the United States are pushing for a trade deal [1]

Geopolitical Risk - Ukraine attacked the Saratov crude-oil refinery in Russia's Volga region [1] - Western nations seek to push Putin to the negotiating table [1] Energy Sector Impact - The attack targeted a crude-oil refinery [1]

Major California Oil Pipeline May Shut, Force Some Refiners to Import More Crude https://t.co/bUAON0iSD5 ...

Russia’s crude shipments climbed to a three-month high, driven by bigger volumes from Novorossiysk, with intensifying drone attacks causing widespread disruption to refining https://t.co/1zxRbouqeI ...

Market Trends & Analysis - Yields are rangebound, indicating a neutral stance from an intermediate and long-term perspective [2] - The 10-year Treasury yield has support around 42% and resistance around 44% [3] - A breakout from the yield range would suggest higher yields, while a breakdown could lead to secondary support around 40% [4] - Small caps, represented by the Russell 2000, show strong upside momentum in both the intermediate and short term [6] - The Russell 2000 exhibits a cup and handle formation, suggesting a potential lift to new highs [6] - Consolidation is expected for small caps, aligning with seasonal influences and overbought conditions [7] - Large cap indices are losing upside momentum, potentially impacting the Russell 2000 [8] - The VIX is above its 50-day moving average, indicating expanding volatility inversely correlated to the S&P 500 [9] Crude Oil Analysis - Crude oil prices are still in a secular downtrend, requiring a substantial upside move to reverse [9] - There are indications on the monthly chart of WTI suggesting a major low in March/April, based on long-term oversold readings [10] Energy Sector - The energy sector shows signs of life, with some MLPs lifting out of prolonged consolidation phases [11] - Phillips 66 (PSX) shows a potential inverse head and shoulders formation, indicating constructive technical action despite long-term downside momentum [11]