Архив за 27 мая, 2024

Energy market:

Budget losses for 2023 from the import of illegal cigarettes amounted to 130 billion rubles. I wonder how much was lost on the importation of alcohol and medicines. We need to stop smoking and drinking, then we will not need medicines! And then there will be no reason to talk about budget losses. Have a healthy summer! Hello!

This issue was prepared with the direct participation of analysts of trading platforms eOil.ru and IDK.ru. It provides an assessment of the situation on the global and Russian market.

On the eve of the OPEC+ meeting, oil prices are in no hurry to pamper princes and other stakeholders. It is not excluded that not only the current levels of production reduction will have to be adhered to, but the participants of the collusion will be forced to reduce them even more. For Brent, we cannot rule out a descent to 77.00.

Russia has fallen in love with China and India, you could write «in love», but in love looks somehow more joyful and somewhere mutual. Arabs sell to Europe and Asia, we sell only to Asia. The situation is so-so, but the standoff between India and China, somewhere in there and Pakistan and Japan dangling between our legs, and the tail of Korea, all of which can be used to regulate the pressure from the faucet. Some more, some less, it is not only for the Chinese to tell us that we will no longer buy from you, because we are in favor of diversification of supplies. So we are in favor of diversification, we will pour more for some and less for others. Asia is like that, it is murky, but you can catch fish in it too. There is also Indonesia, Malaysia, Vietnam. If you dig there, you can find healthy worms.

Страны G7 продолжат добиваться соблюдения в мире установленного ими потолка цен на российскую нефть.

Нефть:

Премиальная нефть ВСТО сейчас привлекательнее по стоимости для покупателей, нежели ближневосточные сорта. Из-за чего из порта Козьмино в мае идет рост поставок в Азию. 960 тыс. баррелей в сутки уходит на экспорт с данного базиса.

В целом видим, что рынок пока оказался неспособным пробиться ниже 80.00, что создает для быков некоторый трамплин, от которого можно оттолкнуться и вновь пойти вверх. Тем не менее, с покупками не торопимся.

Наши отчеты и прогнозы можно найти здесь.