Stock Markets May 25, 2026 05:20 PM

MOEX retreats as oil and mining weights pull Russian stocks lower

Energy, mining and power names lead declines while select financial and travel stocks post gains

By Hana Yamamoto

Russia's main benchmark closed lower on Monday, dragged down by losses across the Oil & Gas, Mining and Power sectors. The MOEX Russia Index finished the session down 1.02% as market breadth skewed heavily toward decliners. A handful of names in banking, aviation and gold mining bucked the trend and posted gains.

MOEX retreats as oil and mining weights pull Russian stocks lower

Key Points

  • MOEX Russia Index closed down 1.02% as losses were concentrated in the Oil & Gas, Mining and Power sectors.
  • Advancers were led by Moskovskiy Kreditnyi Bank PAO (CBOM) +2.64%, Aeroflot (AFLT) +2.56% and Polyus (PLZL) +2.25%; major decliners included NOVATEK (NVTK) -4.02%, Severstal (CHMF) -3.53% and TATNEFT (TATN) -3.50%.
  • Commodities and volatility shifts impacted market sentiment: gold futures rose, crude oil benchmarks plunged more than 6%, and the Russian Volatility Index (RVI) increased over 6%.

Russian equities ended Monday's trading in negative territory, with the MOEX Russia Index slipping 1.02% at the close in Moscow. Declines were concentrated in the Oil & Gas, Mining and Power sectors, which weighed on the overall market.

Among individual movers, Moskovskiy Kreditnyi Bank PAO (MCX:CBOM) led the gainers on the MOEX Russia Index, finishing up 2.64% - a rise of 0.16 points to close at 6.34. Aeroflot PJSC (MCX:AFLT) also outperformed the benchmark, adding 2.56% or 1.21 points to reach 48.46. Polyus PJSC (MCX:PLZL), a major gold producer, advanced 2.25% or 46.80 points to end the session at 2,129.60.

On the downside, NOVATEK PJSC (MCX:NVTK) posted the steepest loss among prominent names, falling 4.02% - down 44.60 points to 1,065.00 at the close. Steelmaker Severstal PJSC (MCX:CHMF) lost 3.53% or 26.20 points to finish at 716.80; the shares were noted at three-year lows after the decline. TATNEFT n.a. V.D. Shashin (MCX:TATN) dropped 3.50% or 21.90 points to close at 603.90.

Market breadth was markedly negative on the Moscow Exchange: 207 stocks declined versus 40 that rose, while 4 issues finished unchanged.

Volatility measures climbed during the session. The Russian Volatility Index - RVI, which reflects implied volatility in options on the MOEX Russia Index, increased 6.05% to 23.15.

Commodities moved sharply: Gold futures for August delivery rose 1.07% or $48.70 to $4,605.10 a troy ounce. Crude oil showed pronounced weakness, with July delivery falling 6.51% or $6.29 to $90.31 per barrel, and the August Brent contract down 6.55% or $6.56 to $93.65 per barrel.

Foreign exchange pairs were stable versus the ruble in reported levels: USD/RUB was unchanged at 71.61 and EUR/RUB was unchanged at 83.37. The US Dollar Index futures traded lower, down 0.27% at 98.92.


Market close takeaway - The session closed with clear downside participation driven by energy and materials stocks, while select names in banking, aviation and gold offered relative resilience. Rising implied volatility and a significant drop in crude benchmarks were notable features of the trading day.

Risks

  • Commodity price volatility - sharp declines in crude oil prices can pressure Oil & Gas and related sectors and influence broader market sentiment.
  • Elevated market volatility - a more than 6% rise in the RVI indicates heightened uncertainty in equity options markets, which can affect risk-sensitive sectors like banking and industrials.
  • Concentration of declines in Mining and Power - significant weakness in these sectors may lead to wider equity market pressure if the trend persists.

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