Analytical Briefing — 23.07.2026 18:49

The halt of shipping to Ukrainian ports due to Russian strikes marks a new reality: the economic front is narrowing to a critical threshold. Oil rising to $84.38 amid the crisis in the Strait of Hormuz and pinpoint strikes on rear air defense create dual pressure. The external backdrop sets the stage for informal talks about 'fixation,' even without official statements from the West.