Архив за 28 августа, 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 — 82950 руб./тн., c НДС 20%, (+3950 руб./тн.).
В 11:00 Мск., бензин неэтилированный АИ-92-К5, базис поставки Ханты-Мансийский АО — 66009 руб./тн., c НДС 20%, (+1809 руб./тн.).
В 11:30 Мск., бензин неэтилированный АИ-95-К5, базис поставки Ханты-Мансийский АО — 75450 руб./тн., c НДС 20%, (+750 руб./тн.).
В 11:30 Мск., пропан-бутан автомобильный, базис поставки Тюменская область — 21200 руб./тн., c НДС 20%, (+1900 руб./тн.).
В 12:30 Мск.,гелий газообразный, базис поставки Оренбургская область — 4311 руб./тн., c НДС 20%, (-226 руб./тн.).

Energy market:

European official Mr. Borrell announced victory over Russia in the trade war. Like, we reduced deliveries by 50%, and from Russia they began to buy goods by 70% less. One gets the impression that the more “winner” politicians there are in the West, the harder it is for the common people.

It’s time to start to figure out who exactly owns the «victory»: Berlin or Paris, or maybe London. And then everything is safe and somehow quiet there. 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.

Let’s not hide from you, our entire office began to worry Iran very much. The guys are increasing oil supplies to the foreign market, while they are not too concerned about the fact that KSA and Russia have reduced shipments. In addition to Iran, there is also Venezuela, there is Iraq, Libya and Nigeria. All of these countries are projected to increase production by 0.9 million barrels per day in 23rd year and the same in 24th. And everything would be fine if the demand for oil really grew. In the meantime, exporters wishful thinking. No matter how the KSA and the Russian Federation had to cut production again.

China has never been able to wake up from the pandemic. They will draw China + 3% of GDP at the end of the year against the backdrop of deflation (read overstocking) and that’s it. China has already reduced its purchases of oil in July, and most likely will not return to the consumption of energy resources at the level of the first half of the year. All sorts of incentives will not give anything. It is possible that growth in China will stop in the 24th year, even their party bureau will have to admit this.

Despite the reduction in the intensity of drilling, oil production in the United States continues to grow. We have already reached the level of 12.8 million barrels per week. Americans really need to itch harder if they don’t want to one day see that the country’s oil reserves are running out.