Архив за 25 сентября, 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 — 85850 руб./тн., c НДС 20%, (+300 руб./тн.).
В 11:00 Мск., бензин неэтилированный АИ-92-К5, базис поставки Ханты-Мансийский АО — 62060 руб./тн., c НДС 20%, (-2990 руб./тн.).
В 11:30 Мск., бензин неэтилированный АИ-95-К5, базис поставки Ханты-Мансийский АО — 70377 руб./тн., c НДС 20%, (-1023 руб./тн.).
В 11:30 Мск., пропан-бутан автомобильный, базис поставки Тюменская область — 17014 руб./тн., c НДС 20%, (-936 руб./тн.).

Energy market:

It turns out that China’s entire population of 1.4 billion people is not enough to fill all the empty apartments in the country. That’s all the Chinese economic miracle is. A square meter contributed up to 25% to GDP. They drew him, in hieroglyphs, of course. They ate rice and waved flags. Everything is as it should be.

We hire the wrong migrant workers, the wrong ones. Hello!

This release was prepared with the direct participation of analysts from trading platforms eOil.ru and IDK.ru. Here is an assessment of the situation on the global and Russian markets.

The oil market suddenly stumbled out of the blue and did not want to go to 98.00 Brent. The growth of quotations was interrupted. There is a threat of a move below 90.00, and this despite the fact that OPEC+ complies with agreements to reduce production. What’s happening? There are two explanations: a strong dollar is currently putting pressure on the economy, which is why real consumption is falling, or traders are already betting that there will be no more new round of production cuts in January.

It is worth admitting that Saudi Arabia may be pissed off by Iran, which is now actively reaching out to China by giving discounts on its oil, while KSA and the UAE are raising prices. Russia also doesn’t need low prices, so we can expect that one of our officials, for example, Novak, will march on Tehran, demanding an end to the disgrace.

It is worth recognizing that increased defense spending turns into extortion for business, which leads to underfunding in the development of new fields and maintenance of old fields, this can lead to a reduction in production within 2 years. Saudi Arabia may soon have to replace Russia’s volumes rather than engage in voluntary circumcision.

Let us note that the ban on the export of diesel and gasoline has already reduced prices on the domestic market, but we should be prepared for the fact that in a couple of weeks, when the imbalance is eliminated, export quotas will be introduced, which will not allow prices to drop to mid-summer price levels .

Как сообщает пакистанская газета The News, 10 октября в Москву приедет глава Минэнерго Мухаммад Али.

Нефть:

Интересно, что часть нефти, которая поступает в Китай из России, после переработки отправляется на экспорт. Китай увеличил поставки продуктов переработки на внешний рынок. Чистый экспорт нефтепродуктов из Китая в августе вырос почти в три раза и составил 2.4 млн. метрических тонн.

Рынок впал в техническую коррекцию, которая пока развивается относительно вяло. Можно ожидать ускорения падения цены. Цель на 88.00 выглядит естественно.

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