According to Serbian Economist, the U.S. has granted Serbia’s oil company NIS a new 60-day exemption from sanctions, allowing it to continue its operations at least until mid-June. Serbia’s Minister of Mining and Energy, Dubravka Jedović-Handanović, announced the license extension. This refers to an OFAC authorization that maintains NIS’s ability to import crude oil and reduces the risk of disruptions to the country’s oil refining infrastructure.
For Serbia, this decision has not only energy-related but also macroeconomic significance. NIS operates the country’s only oil refinery—in Pančevo—and therefore this latest license extension reduces risks for the domestic fuel market, logistics, and price stability.
Meanwhile, negotiations continue regarding the sale of Russia’s stake in NIS to Hungary’s MOL. According to Reuters, Washington has set a deadline of May 22 for the deal’s completion. Belgrade hopes that the change of government in Hungary will not derail the process, though a final agreement has not yet been formalized.
NIS’s ownership structure remains the key reason for sanctions pressure. According to the report, 45% of the company’s shares are owned by Gazprom Neft, another 11.3% are linked to Gazprom, while Serbia owns nearly 30%, with the remainder held by minority shareholders. It is precisely the withdrawal of Russian entities from NIS’s capital that the U.S. views as a condition for a sustainable resolution of the situation.
For the Serbian economy, the current delay means buying time, but not a final solution to the problem. Until the deal with MOL is closed, NIS and the country’s entire oil sector remain dependent on temporary licenses from Washington. This creates uncertainty for the energy market, the budget, and the investment climate, particularly regarding long-term planning for supplies and the modernization of refining.
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The results of a public opinion study conducted in March 2026 by the research company Active Group in cooperation with the information and analytical center Experts Club indicate a noticeable change in Ukrainians’ attitudes toward the United States. Overall, 44.1% of respondents evaluate the country positively, while negative attitudes account for 24.7%. Compared to August 2025, a decrease in positive assessments has been recorded (from 50.3%) alongside an increase in negative ones (from 18.0%), indicating a rise in criticality in perception.
The structure of responses shows that positive attitudes are predominantly moderate in nature. The share of “completely positive” is 9.8%, while “mostly positive” accounts for 34.3%. This means that the positive perception of the United States persists, but it is less pronounced than in the case of certain European partners.
At the same time, the share of neutral assessments is significant — 28.2%, indicating ambiguity in perception and the absence of a clear position among part of the respondents. Such a level of neutrality is typically characteristic of situations where public opinion is in a state of reassessment or reacting to changes in external factors.
The negative segment is substantial and continues to grow. 21.7% of respondents chose the option “mostly negative,” while another 3.0% selected “completely negative.” This means that negative attitudes toward the United States are gradually gaining more weight in the overall structure of assessments. The share of those who were undecided also stands at 3.0%.
The dynamics of changes between 2025 and 2026 indicate a clear trend: a decrease in positivity is accompanied by an increase in negativity. Unlike the stable or positively growing assessments regarding some other countries, in the case of the United States there is a gradual shift in the balance toward a more critical perception.
From an analytical point of view, this means that attitudes toward the United States in Ukrainian society are becoming less unequivocal. A significant share of positivity remains, but it no longer dominates as confidently as before. The growth of negative assessments and the high level of neutrality form a more complex and heterogeneous picture.
“We observe that the indicators regarding the United States are changing more dynamically than in the case of many other countries. This indicates a high sensitivity of public opinion to the political context and the information environment. Under such conditions, even short-term changes can quite quickly influence the balance of assessments,” said Oleksandr Pozniy, Director of the research company Active Group.
Overall, the results of the study show that the United States remains an important, but no longer unequivocally positively perceived partner. The increase in criticality and the decline in the level of support indicate a transition toward a more balanced and differentiated attitude, which may continue to evolve depending on developments in the international situation.
According to a study conducted by the Experts Club information and analytical center based on data from the State Customs Service, the United States is among the top five largest trading partners of Ukraine, with a trade volume exceeding $5.6 billion. At the same time, imports from the United States significantly exceed Ukrainian exports, forming a negative balance in bilateral trade.
The study was presented at the Interfax-Ukraine press center, and the video can be viewed on the agency’s YouTube channel. The full version of the study can be found at this link on the website of the Experts Club analytical center.
ACTIVE GROUP, EXPERTS CLUB, LATER, SOCIOLOGY, SURVEY, UKRAINE, USA
In its April report, the U.S. Department of Agriculture (USDA) left its forecast for Ukraine’s corn harvest in the 2025–2026 marketing year (MY) unchanged at 30.7 million tons and exports at 22.0 million tons.
The estimate of Ukraine’s ending corn stocks also remained unchanged at 2.95 million tons.
Globally, the USDA raised its forecast for corn production in the 2025-2026 MY to 1,301.07 million tons, exports to 207.29 million tons, and ending stocks to 294.81 million tons. The agency attributes the adjustments in the corn segment in the April report mainly to South Africa, where harvest and export estimates have been raised, while figures for Argentina and Brazil remain unchanged.
In its April report, the U.S. Department of Agriculture (USDA) lowered its forecast for wheat exports from Ukraine in the 2025–2026 marketing year (MY) to 12.5 million tons from 13.5 million tons, a decrease of 1.0 million tons (7.4%). Meanwhile, the estimate for Ukraine’s wheat harvest remains unchanged at 24.0 million tons, while the forecast for ending stocks has been raised to 3.93 million tons, an increase of 0.8 million tons.
Globally, the USDA raised its forecast for wheat production in the 2025–2026 MY to 844.15 million tons, while the estimate for global exports was lowered to 221.88 million tons, and ending stocks could rise to 283.12 million tons. Among major exporters, the agency raised its harvest estimate for the EU to 145.11 million tons and for Russia to 90.3 million tons, while increasing its forecast for Russian exports to 44.5 million tons.
The US and Qatar are negotiating the possible purchase of Ukrainian interceptor drones designed to destroy Shahed-type strike UAVs, amid growing interest among allies in cheaper air defense systems, Reuters reports.
According to the agency, the talks concern, in particular, SkyFall’s P1-SUN interceptor. A company representative told Reuters that deliveries are only possible with the “green light” from the Ukrainian government and on condition that the export does not reduce Ukraine’s ability to defend itself.
Reuters notes that SkyFall’s production capacity allows it to produce up to 50,000 interceptors per month, and potential exports without harming Ukraine’s needs are estimated at 5,000-10,000 units.
The effectiveness of this class of air defense systems is confirmed by Ukrainian statistics: according to the Ukrainian military, in February, 70% of drones shot down in and around Kyiv were destroyed by interceptor drones.
The cost of interceptors is significantly lower than traditional air defense systems. Reuters reports that SkyFall sells the P1-SUN to the Ukrainian military for approximately $1,000 (depending on the configuration), while PAC-3 missiles for the Patriot system can cost up to $4 million per unit.
The price of gold and other precious metals rose sharply on Monday due to the escalating conflict in the Middle East.
By 9:57 a.m. ET, April gold futures on the Comex exchange rose about 3.3% to $5,418 per ounce.
Silver futures rose 3.3% to $96.38 per ounce, and platinum futures rose 2% to $2,422 per ounce.
As reported, on Saturday, the US and Israel launched military action against Iran. They carried out more than a thousand missile strikes on Iranian cities, killing Iran’s supreme leader Ayatollah Ali Khamenei.
Iran launched retaliatory strikes against Israel and a number of Persian Gulf countries. In particular, residential areas of the capital of Bahrain were affected, and damage to a number of hotels and the airport in Dubai was reported.
Meanwhile, the price of aluminum on the London Metal Exchange jumped nearly 3% on Monday to $3,231 per ton. It is noted that Iran’s neighbors, including Saudi Arabia, the UAE, and Bahrain, are major aluminum producers. According to AZ China, the Middle East accounts for about 9% of global production of this metal.
Earlier, the Experts Club analytical center presented an analysis of the world’s leading gold-producing countries in its video on YouTube channel — https://youtube.com/shorts/DWbzJ1e2tJc?si=BywddHO-JFWFqUFA
EXPERTS CLUB, GOLD, IRAN, ISRAEL, USA
