Despite plenty of talk, many U.S. companies have still not fully exited Russia: Moral Rating Agency

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In the wake of Russia’s invasion of Ukraine, a host of major U.S. corporations announced their efforts to exit the country. Only 7 out of 114 of the largest companies in the world involved with Russia exited all of their activities in Russia completely.

With the war about to enter its sixth month, the Moral Rating Agency has released new data surveying 114 of the largest companies in the world involved with Russia at the time of its Ukraine invasion. The Agency was set up to examine whether companies’ promises of exiting Russia were realized, and its research includes both U.S. and overseas companies.

See Now: Companies that exited Russia after its invasion of Ukraine are being rewarded with outsize stock-market returns, Yale study finds — and those that stayed are notThe Moral Rating Agency points to Chevron Corp.’s CVX, -1.50% stake in the Caspian oil pipeline, which connects the Tengiz and Karachaganak oil fields in Kazakhstan to a dedicated export terminal at Novorossiysk in Russia. Chevron has a minority 15% stake in the Caspian Pipeline Consortium.

“Chevron’s involvement in Russia is solely in relation to its 15 percent stake in the Caspian Pipeline Consortium which transports crude oil from Kazakhstan to global markets,” the company said. “CPC is a key export route for crude oil production from Kazakhstan to reach international markets and many countries rely on this critical transportation system for their energy security.”

A person with knowledge of the matter, who asked not to be named, told MarketWatch that the percentage of Russian origin oil is closer to 10%. In a statement released on March 1, Ford said it has significantly wound down its Russian operations in recent years. “Given the situation, we have today informed our JV partners that we are suspending our operations in Russia, effective immediately, until further notice,” it said.

 

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