Архив за 2 декабря, 2024

Energy market:

Adherents of the dollar, gold, real estate, bitcoin are over. All the assets have been driven high. Everyone who wanted to bank deposits has brought them. What are we supposed to do now? Enjoy life. Let’s play the stock market. Stocks are low now, though they may be even lower, but we can already think in their direction.

Here’s to deep sell-offs in the stock market, where we’ll buy them. 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.

Based on rumors, OPEC+ will not increase production on December 5th. That’s right. Trump will increase it, and the cartel and others will have to reduce it. Otherwise, by the end of the 25th year, the surplus will be not 400 thousand but 1 million barrels per day. That’s a lot.

So far we are observing a balance. Traders (rather large funds) do not want to take risks and make bets, as the situation may change at any moment, which will force to cut losses, and there may be nobody in the stack, which will entail a significant slippage in the execution of stop orders. On the contrary, fans of option strategies can now witchcraft, as the market has been standing in the corridor for a long time and volatility is not high.

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 — 92000 руб./тн., c НДС 20%, (-500 руб./тн.).
В 11:00 Мск., бензин неэтилированный АИ-92-К5, базис поставки Ханты-Мансийский АО — 62515 руб./тн., c НДС 20%, (+1915 руб./тн.).
В 11:30 Мск., бензин неэтилированный АИ-95-К5, базис поставки Ханты-Мансийский АО — 65525 руб./тн., c НДС 20%, (+975 руб./тн.).
В 11:30 Мск., пропан-бутан автомобильный, базис поставки Тюменская область — 22350 руб./тн., c НДС 20%, (-1150 руб./тн.).