Архив за 9 января, 2023

Energy market:

We will celebrate the Old New Year from the 13th to the 14th of January. January 13 is Friday for us. No matter what happens to the ruble or the Russian stock market. On such a day, it is better not to trade.

Don’t run out of goodies in your fridge. Hello everybody!

This issue has been prepared with the direct participation of analysts from eOil.ru and IDK.ru trading platforms. Here an assessment of the situation in the world and Russian markets is given.

The oil market pretends not to be afraid of anything. As if there is no such problem as underfunding of exploration of new deposits, and there are no problems with capital investments in infrastructure after the pandemic, but in fact they are. Not now, but in a few months this factor will create a shortage of supply in the market.

The number of COVID-19 cases in the world is on the rise again. This can lead to problems in Asia, which will reduce the demand for raw materials. If the figures of mournful statistics continue to grow, then one cannot exclude the fall of Brent oil below the level of 70.00 dollars per barrel in the coming days.

Europe is frankly lucky with the weather. Winter is warm. Berlin +8, London +9. Gas prices have gone down to $700 per 1,000 cubic meters. The cost remains significant, but it is several times lower than what it was in the fall of 22. There is no more panic.

Trades were not held on the electronic trading platform eOil.ru due to the holidays. We continue to note that from February 5, Europe will impose an embargo on the supply of Russian oil products, which should lead to an increase in supply and a fall in prices on the domestic market. To support the national economy, cheap fuel will be very useful.

And more on the current situation. Moscow will have to come to terms with the fact that the windfall profits that made it comfortable for 20 years will now end up in the pockets of foreigners who are not afraid to trade oil, gas and coal with Moscow amid Western sanctions. This is a new reality, one might even say that this is a new world.

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 — 82155 руб./тн., c НДС 20%, (-2395 руб./тн.).
В 11:00 Мск., бензин неэтилированный АИ-92-К5, базис поставки Ханты-Мансийский АО — 38144 руб./тн., c НДС 20%, (-106 руб./тн.).
В 11:30 Мск., бензин неэтилированный АИ-95-К5, базис поставки Ханты-Мансийский АО — 44692 руб./тн., c НДС 20%, (-858 руб./тн.).
В 11:30 Мск., пропан-бутан автомобильный, базис поставки Тюменская область — 4500 руб./тн., c НДС 20%, (+150 руб./тн.).
В 12:30 Мск.,гелий газообразный, базис поставки Оренбургская область — 1989 руб./тн., c НДС 20%, (+34 руб./тн.).