02/02/2026 – Tehran opens negotiations with the US over the weekend, crude oil prices falling by $5/bbl – Read more news

GAS & POWER: ExxonMobil has reported delays in launching the American Golden Pass terminal, with the first load now expected by the end of March. In recent days, the plant has obtained the necessary permits to introduce feedgas into the first liquefaction train. At full capacity the terminal will have a liquefied gas production capacity of more than 20 billion cubic metres per year.

EQUITY: The sell-off, which is hitting several assets (primarily precious materials and cryptocurrencies), is not leaving stock markets indifferent, opening the week in the red. Traders are weighing the nomination of Kevin Warsh as the Fed's next president, while on the geopolitical front, reassuring signs appear to have arrived from the Middle East over the weekend, with Tehran's greater willingness to negotiate. Trilateral talks on the conflict in Ukraine are expected to resume on Wednesday.