Stock Markets August 3, 2026 05:20 PM

MOEX Russia Climbs to One-Month High as Mining, Power and Oil & Gas Stocks Advance

Broad gains lift MOEX Russia Index 1.60% with strong showings from RusHydro, MMK and Aeroflot amid mixed commodity moves

By Hana Yamamoto
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HYDR MAGN ROSN

The MOEX Russia Index closed higher on Monday, rising 1.60% to reach a one-month peak. Sectors leading the advance included Mining, Power and Oil & Gas, while market breadth favored gainers over decliners. Notable individual performers were Federal Hydro Generating Company RusHydro, Magnitogorskiy Metallurgicheskiy Kombinat and Aeroflot. Oil benchmarks moved unevenly and implied volatility on the MOEX options rose modestly.

MOEX Russia Climbs to One-Month High as Mining, Power and Oil & Gas Stocks Advance
HYDR MAGN ROSN
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Key Points

  • MOEX Russia Index closed up 1.60%, reaching a one-month high.
  • Leading sector contributors were Mining, Power and Oil & Gas, with HYDR, MAGN and AFLT among the top gainers.
  • Market breadth favored gainers by 222 to 27; RVI rose 1.98% to 40.25, while crude and Brent moved in opposite directions.

Russian equities finished with gains on Monday as buyers pushed the MOEX Russia Index up 1.60%, marking a fresh one-month high at the close in Moscow. The session was driven by strength in the Mining, Power and Oil & Gas sectors.

Top performers on the MOEX Russia Index were Federal Hydro Generating Company RusHydro PJSC (MCX:HYDR), which advanced 6.87% or 0.02 points to close at 0.34; Magnitogorskiy Metallurgicheskiy Kombinat PAO (MCX:MAGN), which climbed 5.76% or 1.22 points to finish at 22.39; and Aeroflot PJSC (MCX:AFLT), which rose 5.71% or 1.89 points to end the day at 35.00.

Among laggards were LUKOIL PJSC (MCX:LKOH), down 0.55% or 25.50 points to 4,605.00 at the close; Rosneft PJSC (MCX:ROSN), which slipped 0.24% or 0.85 points to finish at 346.85; and GDR ROS AGRO PLC ORD SHS (MCX:AGRODR), which was unchanged at 1,083.80 and recorded a move to 52-week lows with no change on the day.

Market breadth on the Moscow Stock Exchange was decisively positive, with 222 stocks rising, 27 declining and 4 ending unchanged.


Market and commodity indicators

  • The Russian Volatility Index - RVI, measuring implied volatility for MOEX Russia Index options, increased 1.98% to 40.25.
  • Gold Futures for December delivery rose 0.09% or 3.90 to $4,110.90 a troy ounce.
  • Crude oil for September delivery fell 5.44% or 4.61 to $80.06 a barrel, while the October Brent contract gained 0.37% or 0.31 to trade at $83.86 a barrel.
  • FX rates were unchanged on the day: USD/RUB at 81.62 and EUR/RUB at 92.57.
  • The US Dollar Index Futures was up 0.06% at 99.85.

Implications for sectors

The session’s winners were concentrated in the Power, Mining and select Oil & Gas names, while some major energy producers saw modest declines. Commodity price moves were mixed: a meaningful drop in front-month U.S. crude contrasted with a small gain in Brent, and gold posted a slight uptick. Implied volatility on MOEX options ticked higher, reflecting a modest increase in option market pricing for near-term moves.


Summary of key figures

  • MOEX Russia Index: +1.60% to a one-month high.
  • Top gainers: HYDR +6.87% to 0.34; MAGN +5.76% to 22.39; AFLT +5.71% to 35.00.
  • Notable decliners: LKOH -0.55% to 4,605.00; ROSN -0.24% to 346.85; AGRODR unchanged at 1,083.80 (at 52-week lows).
  • RVI: +1.98% to 40.25.

These movements reflect a session of broad buying interest across Russian equity markets, with commodity prices and implied volatility contributing to the trading backdrop.

Risks

  • A sharp decline in front-month U.S. crude - down 5.44% to $80.06 a barrel - could pressure energy and oil & gas companies.
  • RVI’s increase of 1.98% to 40.25 signals higher implied volatility for MOEX options, indicating greater near-term uncertainty in equity prices.
  • GDR ROS AGRO (MCX:AGRODR) sitting at 52-week lows and unchanged on the day highlights downside risk for that agricultural equity.

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