Архив за 24 апреля, 2023

Energy market:

May holidays are ahead. The main thing is to spend them wisely. You need to drive as many kilometers as possible, and eat as much meat as possible. By doing this, you will help the energy and agricultural sectors.

Let’s make a profit for a domestic manufacturer! Hello!

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.

At the end of the week there will be a report on US GDP for the first quarter. Most likely, the figures will show a slowdown in growth from 2.6 to 2% per annum, which will cast doubt on the growth in energy demand that OPEC and the IEA dream about.

It is highly likely that OPEC will go for another cut in production if the price of a barrel of Brent oil falls below $75 per barrel.

Stories appeared on the net that Russian oil costs India only slightly cheaper than Iranian and American. Perhaps just then they increased imports by as much as 25 times compared to last year. Most likely there was a discount. And a lot.

If the G7 countries implement a plan to phase out the production of new ICE cars by 2035, then the oil market in its current form will come to an end. $20 per barrel. That’s what will happen then. Russia and the Arabs and Persians do not have much time (12 years or less) to diversify the economy.

Reading our forecasts, you could make money on Brent oil by taking a move up from 70.10 to 84.40.

Соединенные Штаты оказались в числе главных выгодоприобретателей от энергокризиса и санкций против России, пишет The Financial Times.

Нефть:

На этой неделе нам станет ясно, будет ли рост в США. Если факты будут хуже ожиданий, а ожидания сейчас находятся на уровне 2% годовых по росту ВВП, то падение цен на нефть продолжится и ОПЕК+ надо будет думать, что делать дальше. Или соглашаться на 75.00, или снижать добычу.

Понятно, что ни Индия, ни Китай не перестанут покупать российскую нефть и дело здесь не только в цене, но и в отстаивании собственных интересов.

Наши отчеты и прогнозы можно найти здесь.