Political analytics and forecasts Partly open
Evening Political Roundup, November 3, 2026
Saudi Aramco produced 2 million barrels per day less but earned 35% more, while the IEA removed 150 billion cubic meters of gas from the global market by 2030. In Russia on the same day, “Pochta” settled 7.4 billion in debts from the budget to increase its capital, while Raiffeisen reported its first quarterly loss due to a 342 million euro fine imposed by a Russian court. Let’s break down why this is all part of the same process: the bill for instability has been issued, and the Gulf is receiving it, while Russia is footing the bill.
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- the full set of indicators and market factors;
- an interpretation of the current picture;
- conclusions and the signals that follow.