Архив за 23 января, 2023

Energy market:

From the West, two price ceilings for oil products in February are waiting for us at once. We are waiting for the third and fourth ceilings in March, the fifth and sixth in April. In such a situation, the main thing is not to get confused where the floor is and where the ceiling is. Just look, the liberal Brussels European officials will begin to feel dizzy from the new ceilings and the approach of spring.

Take the situation soberly. Hello everybody!

This issue has been prepared with the direct participation of analysts from eOil.ru and IDK.ru trading platforms. Here an assessment of the situation in the world and Russian markets is given.

Saudi Arabia wanted to sell its resources not only for dollars. The Euro and Saudi Real will also be considered as a means of payment. This decision, announced by the country’s finance minister in Davos, may cause negative reactions from Washington. And here the question arises: how long can Saudi Arabia withstand US pressure. After all, the Saudis have no other wealth other than oil and gas. You can hit the price ceiling. And plus, beautiful cities for tourists can suddenly become empty. For example, because of the pandemic. That’s all of Saudi Arabia. Here it is worth hoping that the eastern sages have calculated everything.

Mr. Novak said that he hopes to reduce the discount on Russian oil against Brent in the near future. I would like to believe in it. In practice, at the moment the situation is as follows: in 2022, the average selling price of Urals oil was $77, from mid-November to mid-December, oil was sold at $57, from mid-December to mid-January 2023 already at $47. And from mid-January to mid-February, the cost of a barrel of Urals is expected to fall to $44, which is 50% less than the price of Brent oil on the stock exchange. Yes, the discount should be reduced. So this is a robbery, but let it be called «discount».

Reading our forecasts, you could make money on the WTI oil market by taking a move down from 86.80 to 81.60 dollars per barrel. You could also make money in the soybean market by taking a move up from 1425.0 to 1517.0 cents per bushel. In addition, it was possible to make money in the gold market by taking a move up from 1675 to 1904 dollars per troy ounce.

Сегодня, за прошедшую торговую сессию на площадке eOil.ru были показаны следующие результаты электронных аукционов:
в 10:30 Мск., топливо дизельное ДТ-А-К5, базис поставки Ханты-Мансийский АО — 74425 руб./тн., c НДС 20%, (-225 руб./тн.).
В 11:00 Мск., бензин неэтилированный АИ-92-К5, базис поставки Ханты-Мансийский АО — 32867 руб./тн., c НДС 20%, (-883 руб./тн.).
В 11:30 Мск., бензин неэтилированный АИ-95-К5, базис поставки Ханты-Мансийский АО — 36343 руб./тн., c НДС 20%, (-957 руб./тн.).
В 11:30 Мск., пропан-бутан автомобильный, базис поставки Тюменская область — 2028 руб./тн., c НДС 20%, (-672 руб./тн.).
В 12:30 Мск.,гелий газообразный, базис поставки Оренбургская область — 1981 руб./тн., c НДС 20%, (-18 руб./тн.).