MOEX: Gazprom delivery record, Polyus and Yandex in the headlines

A day shaped by operational records, index inclusions and corporate reports that drove attention across Moscow Exchange stocks.

Today’s market notes gathered news that touched major MOEX names in different ways: Gazprom made headlines with a record single‑day supply to China, Polyus was singled out amid stronger commodity prices, and Yandex and the exchange itself featured in index updates. At the same time, corporate and regulatory developments for Novatek, Lukoil, Sberbank and Aeroflot added uncertainty to the intraday agenda.

Gazprom drew attention after Interfax, Smart‑lab and Finam reported a new historical daily record of gas deliveries to China via the Power of Siberia pipeline. At the snapshot the share price was 92.14 RUB, 24h −1.16%, volume 10,455,950. The operational record helps explain the increased media and market focus, though local delivery milestones do not preclude volatility driven by geopolitical and commodity factors.

Finam noted Polyus among leaders of growth amid a positive move in commodity markets; the stock traded at 1,247 RUB with a 24h change of +1.61% and volume 1,051,498. Being highlighted as a growth leader aligns with the current positive move, but it sits within a broader weekly commodity uptrend that can be short‑lived.

Moscow Exchange included Yandex shares in the 'creation of shareholder value' index, reported by Smart‑lab and Finam. The snapshot price was 3,835 RUB, 24h −1.45%, volume 150,948. The index inclusion increased the stock’s visibility, but inclusion alone does not guarantee immediate inflows and can be at odds with short‑term price moves — the share fell on the day despite the news.

The exchange itself attracted attention: Smart‑lab recorded a strong weekly IMOEX gain of 10.54% to 2,164.85 — the largest weekly rise since March 2022 — and Finam noted Moscow Exchange’s inclusion in the shareholder value creation index. MOEX shares were at 155.4 RUB, 24h −0.64%, volume 1,810,820. These factors help explain heightened interest in the exchange’s stock, while the strong weekly rise may reflect concentrated short‑term demand.

Novatek’s newsflow was mixed: Finam reports the shares fell about 2% after the half‑year report — IFRS net profit in H1 declined by 3.1% while revenue rose 4%. Separately, TotalEnergies intends to exit the Arctic LNG‑2 project and a 10% stake transfer to Nordline is expected. The snapshot price was 1,001.7 RUB, 24h −1.7%, volume 596,067. The combination of a profit decline and partner exit heightens the risk of further volatility amid an uncertain macro backdrop.

Lukoil was in the news after OFAC extended its license to sell foreign assets until August 22, reported by Smart‑lab and Finam; the prior authorization had been due to expire on July 25. Shares traded at 4,616 RUB, 24h −2.14%, volume 254,191. The extension provides more time for foreign asset transactions but is temporary and does not eliminate future regulatory uncertainty.

Sberbank attracted attention with plans to build crypto‑trading infrastructure by December 1, reported by CoinDesk; new Russian rules on trading, custody and settlement take effect on September 1, while intermediary licensing requirements apply from July 2027. The snapshot price was 268.87 RUB, 24h +0.47%, volume 8,998,991. The project depends on regulatory timelines and implementation details, creating operational and reputational risks.

Aeroflot appeared in the news after Rostec head Sergey Chemezov said that MC‑21 deliveries to Aeroflot will begin in the second half of 2027, reported by Smart‑lab. Shares traded at 31 RUB, 24h −0.39%, volume 7,076,140. The timing is relevant for fleet planning and operations, though delivery schedules remain subject to production and regulatory risks.

What to watch

What to watch next: whether Gazprom’s reported delivery records are repeated and how they feed into market sentiment, movements in key commodity prices that affect Polyus and the oil & gas complex, and the practical impact of index inclusions on visibility and flow dynamics for Yandex and the exchange. For Novatek, monitor market reactions to the half‑year results and developments around Arctic LNG‑2; for Lukoil, watch the timing and terms of any further OFAC actions. For Sberbank, details of regulatory rules and progress on the crypto infrastructure rollout matter, and for Aeroflot, look for confirmations of the MC‑21 delivery schedule.