Архив за 4 ноября, 2024

Год назад европейские политики заявили, что газовый кризис, вызванный почти полным прекращением поставок из России, закончился. ЕС обратился к альтернативным поставщикам природного газа, уверяя, что его будет достаточно для предотвращения дефицита и резкого роста цен. Теперь эти заверения кажутся преждевременными.

Energy market:

Elections, elections, American electors… will make a choice. And they explain to us in the media that the whole world is waiting for them and a lot depends on it… Who cares about them? Happy campaigning. How can one party be symbolized by an elephant and the other by a donkey? How? It turns out it can. Apparently, all party members are attracted to these species.

To beautiful animals. There’s a bear, what more do you need? 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.

Now we wait for Iran to hit Israel. They can’t do it right away. They’re saving up money. Then they’ll buy the components, make firecrackers and strike. The market on Friday didn’t want to even think about the Persians and fell. Yeah, not by much, but there’s no growth, nobody’s afraid of Iran because Israel has nothing. Iran will shoot in the desert. The oil is in Iran, everyone is afraid of Israel. That’s how messed up it is. So we need to worry about Tel Aviv’s response, to an attack by Tehran that hasn’t happened yet. Suddenly this time they’ll be hitting upstream and downstream. Rumor has it the Jews took out the air defenses in the first strike. Everything there is bare now.

Russia is thinking about independence. They will take taxes from the Urals price at FOB + $2 for transportation. A slight embarrassment so far is that the quotation for the domestic grade is at the sanctioned $60 and is not growing. But, nothing, it may become more expensive later.

It turns out that Venezuela has increased exports to 950 thousand barrels per day, almost a million. Then why do people in the country continue to work not for money, but for eggs, for chicken eggs? And five men with machetes guarding a refrigerator with Coca-Cola. From great satiety, I guess. There’s something wrong. It’s been a long time.

Looking at the US election results: if Trump comes in with his “drill as much as you can”, we will have Brent at 60.00. That could very well happen.