Analytical Brief — 03.09.2026 17:03

03.09.2026: the world is in a phase of managed turbulence. Ukraine — a front of drones and internal frictions: air raid alerts, FPV in Kharkiv, UAVs on Vinnytsia and Chornomorsk, shooting in Kyiv involving the SBU. The US maneuvers: a dubious deal with Venezuela, Iran's accusations. The death of G. Steinem symbolizes a change of eras. Macro: WTI oil jumped to $91.48, UST yields rise, VIX 16.34 — anxiety without panic. Markets mixed, gold volatile. Key risks: escalation of strikes on energy infrastructure, inter-agency conflict in Kyiv, oil shock. Groznov House: monitor T1 confirmations, hedge energy risks, citizens — readiness for disruptions. The weather vane shows: power is shifting to military and energy players.