Архив за 6 марта, 2023

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 — 58100 руб./тн., c НДС 20%, (+1650 руб./тн.).
В 11:00 Мск., бензин неэтилированный АИ-92-К5, базис поставки Ханты-Мансийский АО — 43250 руб./тн., c НДС 20%, (+1250 руб./тн.).
В 11:30 Мск., бензин неэтилированный АИ-95-К5, базис поставки Ханты-Мансийский АО — 48900 руб./тн., c НДС 20%, (+1400 руб./тн.).
В 11:30 Мск., пропан-бутан автомобильный, базис поставки Тюменская область — 4100 руб./тн., c НДС 20%, (+1050 руб./тн.).
В 12:30 Мск.,гелий газообразный, базис поставки Оренбургская область — 2726 руб./тн., c НДС 20%, (+129 руб./тн.).

Energy market:

Europe stoked stoves with dung and survived the winter. Gas prices have dropped. Now we need to survive the summer, when air conditioners will devour energy. Gas prices will start to rise again. And so in a circle, then up, then down, for many, many years.

Add heat, open windows. May spring come to us soon. Hello!

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.

Washington began the hunt for tankers that carry Russian oil. So far, this is expressed in pressure on companies providing transport and insurance services, but who knows what will happen next. They blew up the Nord Stream pipe, which means that mentally nothing prevents you from blowing up something else. But what about ecology? A torpedoed oil tanker is a disaster. Yes, so what. This is America!

The United Arab Emirates is considering withdrawing from the OPEC+ deal. Most likely, this is just a stuffing in order to test the waters, but what we previously only assumed is now taking shape: a struggle begins for falling volumes of Russian oil. If Russia reduces supplies by 0.5 million barrels per day in March, then someone can increase them without harm to the system. But in order to be able to bring as much as possible to the market, without discussing the issue of quotas and shares with other participants, this very agreement must be withdrawn. If the deal to cut production falls apart, it could lead to a drop in prices. However, in practice, we do not see a downward reversal. Most are waiting for the Chinese dragon to wake up in the spring and start consuming a lot of fuel.

Reading our forecasts, you could make money on the dollar / ruble pair by taking a move up from 71.50 to 75.80 rubles per dollar.