Kommersant RU

Путин о закрытии Ормузского пролива, росте цен на нефть и переориентации России на новые рынки // Путин: если Россия перейдет сейчас на новые рынки, то сможет там закрепиться

9 марта Владимир Путин провел совещание по ситуации на мировом рынке нефти и газа. Президент прокомментировал последствия эскалации на Ближнем Востоке, риски для поставок энергоносителей через Ормузский пролив и предупредил о росте мировых цен на нефть и газ. Глава государства также высказался о возможности переориентации российских поставок энергоресурсов с европейского рынка на другие направления до того, как Евросоюз сам «захлопнет дверь». Главные заявления главы государства — в подборке «Ъ».

Mar 09, 2026 &03540909202631; 16:54 UTC www.kommersant.ru

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Negative for markets

Sentiment score: -65/100

High impact Medium-term (weeks)

WHAT THIS MEANS

Putin addressed potential Strait of Hormuz closure risks and Middle East escalation impacts on global oil/gas markets, warning of rising energy prices worldwide. Russia is strategically repositioning energy exports from European markets to alternative destinations before EU further restricts trade, signaling geopolitical energy realignment.

AI CONFIDENCE

78% High

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

↑

Oil (WTI Crude)

CL=FCommodity

Expected to rise

Strait of Hormuz closure risks and Middle East escalation threaten 20-30% of global oil transit, supporting crude price increases

↑

Gold Futures

GC=FCommodity

Expected to rise

Energy crisis concerns and geopolitical tensions typically drive safe-haven commodity demand including natural gas proxies

↓

Euro / US Dollar

EURUSDCurrency

Expected to decline

European energy supply disruption and reduced Russian exports to EU weaken eurozone economic outlook

↓

Euro Stoxx 50

^STOXX50EIndex

Expected to decline

European energy-dependent sectors face margin compression from higher commodity costs and supply uncertainty

⇅

S&P 500

^GSPCIndex

High volatility expected

Mixed impact: energy stocks benefit from higher oil prices but broader economy faces inflation headwinds

PRICE HISTORY

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⚡ SUGGESTED ACTION

Long crude oil (CL=F) and natural gas positions on Hormuz closure risks; short European indices (^STOXX50E) on energy cost pressures. Monitor EURUSD for further weakness as energy security concerns mount.

KEY SIGNALS

Geopolitical risk premium in energy markets escalatingRussian energy supply chain restructuring away from EuropeStrait of Hormuz transit vulnerability highlightedGlobal oil/gas price inflation expectedEU-Russia energy decoupling accelerating

SECTORS INVOLVED

EnergyOil & GasUtilitiesTransportationManufacturing

Analysis generated on Mar 10, 2026 at 01:04 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by Kommersant. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

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