
AI-generated summary
In September, Russian oil prices rose by 28–33% amid disruptions in the supply of raw materials from the Middle East. According to Argus, the average Urals premium for supplies to China reached $15.02 per barrel against a discount of $2.75 in August, and for India - $3.71 against a discount of $1.5 a month earlier. A similar situation occurred with the ESPO mixture.
In September, Russian oil prices rose by 28–33 percent amid disruptions in supplies of raw materials from the Middle East. Kommersant reports this.
According to Argus, the average Urals premium for supplies to China reached $15.02 per barrel against a discount of $2.75 in August, and for India - $3.71 against a discount of $1.5 a month earlier.
A similar situation occurred with the ESPO mixture. In early September, the grade was trading at a discount of about $6 per barrel to Dubai, but by the end of the month the discount gave way to a premium, which in the last five days reached $8 per barrel. On average, ESPO traded at a premium of $0.14 per barrel in September, compared to a $6 discount in August.
Experts do not undertake to predict how long this situation will continue, since much depends on the escalation of the conflict between the United States and Iran.

In Kyiv and parts of the regions of Ukraine, emergency power outages were introduced on Thursday at the command of NPC Ukrenergo; during the period of emergency measures, standard power outage schedules are not applied.

Executives from Shell, BP, TotalEnergies, ConocoPhillips and Chevron expressed interest in investing in the Middle East's oil reserves despite heightened risks from US-Iran conflict, citing low-cost production and planning to attend the World Petroleum Congress in Riyadh, while Arab governments reassess global relationships and plan post-war infrastructure rebuilding.

Steffen Kotre, a member of the Bundestag Committee on Economics and Energy from the Alternative for Germany party, said that without the launch of the surviving Nord Stream 2 line, Germany will not be able to maintain its industry in its previous form, linking the drop in gas and electricity consumption with the shutdown of production, in particular in the field of ammonia fertilizers and the chemical industry.

Germany is interested in resuming the import of Russian energy resources, including gas through the remaining Nord Stream 2 branch, but only after the end of the conflict in Ukraine, Izvestia reports, citing sources.

The abandonment of the Nord Stream gas pipeline and the closure of nuclear power plants in Europe have led to the need to extend the operation of coal-fired power plants and use firewood, said Sergei Kononuchenko, special representative of the Russian Foreign Ministry on climate change. The Netherlands and Germany have already reopened coal-fired stations, Romania agreed to delay closure until 2029, and in the fall of 2022, prices for firewood and pellets in Spain and France increased significantly.

From September 29 to October 5, 2026, the cost of gasoline decreased in 27 regions of Russia, but average consumer prices for fuel throughout the country increased by 23 kopecks to 78.73 rubles per liter. Diesel fell in price by 5 kopecks. AI-92 fell in price by 21 kopecks, AI-95 rose in price by 23 kopecks, AI-98 and above increased in price by 69 kopecks. Price increases were recorded in 35 regions, the largest in Yakutia and the Ivanovo region. Deputy Prime Minister Alexander Novak announced plans to reduce prices at independent gas stations and noted a slight shortage of gasoline covered by imports, as well as the accelerated recovery of refineries after the attacks.