Архив за 22 июля, 2024

Energy market:

We should look for the positive. Because of sanctions, we buy 41.8% of imports in rubles. And soon we will buy everything for rubles. And we’ll be able to, because we’ll sell raw materials for the same rubles. As much as we sold raw materials, we bought all sorts of things for the house. Or some pills. Panadol, for example.

For a ruble! To the interest rate! To low inflation! Hooray! Hooray! Hooray! 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.

Even the EIA has admitted that there will be a fuel shortage in Q3. Which means the market will be fine, in the sense that it will hardly be able to go below 80.00. But the Prince of KSA needs prices above 100 for a deficit-free budget. Appetites are growing, two years ago it was only 80.00, so they will try to regulate the market so that they can realize all their desires. Oh, and the prince should regularly forgive consumer loans to citizens. What a vicious practice! They are corrupting their own population at the expense of the West.

Slovakia and Hungary have stopped receiving oil from the pipeline that ran through Ukraine. For these countries, until they find alternative sources of supply, the coming weeks will be difficult. The search for resources by individual, albeit small, market participants could stoke demand. The fabric of the previously created economic space continues to unravel.

US oil inventories have fallen for three weeks in a row. So far the situation does not look dramatic, but we are heading there, towards that drama. If inventories fall below 400 million barrels, currently 440, it will drive prices higher.

В Кремле заявили о кризисной ситуации с поставками российской нефти в Словакию и Венгрию по нефтепроводу «Дружба».

Нефть:

Трамп объявил себя мессией после того, как стрелок промахнулся. Мол, старый Трамп умер, его нет. Нового ведет Бог. Учитывая то, что он позиционирует себя как человек, который может останавливать конфликты, нас может ждать рукотворное падение цен на нефть. Вопрос в том, как долго сможет КСА и компания противостоять давлению Вашингтона, который после избрания Трампа может перейти к политике выкручивания рук. Напомним, что арабы мало чего производят сами. Санкции они такие они быстро втаптывают в каменный век, если у вас нет собственного производства.

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