Analytical Brief — 22.09.2026 02:11

On 22.09.2026, Ukrainian drone strikes on Russian refineries and air raid alerts in Kharkiv and Odesa confirm frontline escalation. Trump advances a deal concerning Greenland and the substitution of Canadian potash with Belarusian supplies. WTI crude exceeds $107, the 10Y-2Y spread stands at 0.2 basis points, and the VIX is at 14.8. The UNGA proceeds amidst uncertainty. Power vectors: US–Russia–China via energy and space domains; Ukraine remains a theater of infrastructure strikes. Markets show equity gains amid high oil prices.