Архив за 11 декабря, 2023

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 — 93950 руб./тн., c НДС 20%, (+4450 руб./тн.).
В 11:00 Мск., бензин неэтилированный АИ-92-К5, базис поставки Ханты-Мансийский АО — 47918 руб./тн., c НДС 20%, (+418 руб./тн.).
В 11:30 Мск., бензин неэтилированный АИ-95-К5, базис поставки Ханты-Мансийский АО — 56502 руб./тн., c НДС 20%, (+452 руб./тн.).
В 11:30 Мск., пропан-бутан автомобильный, базис поставки Тюменская область — 12550 руб./тн., c НДС 20%, (-850 руб./тн.).

Energy market:

Venezuela has looked into its neighboring state. With weapons, of course. It seems like there aren’t many people there yet, in the jungle. What to do, the people voted, the lands must be annexed. Maduro cannot ignore the results of the referendum. Yes, there are very large oil deposits there in distant Guyana. Venezuela is number one in terms of reserves, and there will be even more. But it seems like negotiations are still possible…

Now you don’t know whether to dig in the garden or not. Suddenly there is also oil. So this is not good these days.

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.

So, the Kremlin paid attention to the Arabian Peninsula and did not forget about Tehran. Everyone is rocking. They pump a lot. We give a long look, for three whole months, and even a little further: white war camels will remain chewing thorns until mid-spring. And after… and after that the topic of market share will come up. But for now, oil will continue to fall heavily. Although the 65.00 mark for Brent is starting to sparkle somewhat badly.

Why can we end up at 65.00? But because in China everyone is again reinfecting each other with the old and new infection, and will go into quarantine right from January 1st. And what?! They liked it from last time. The main thing is not to stop breweries. If nothing like this happens, then we can creep up from current levels.

The consistently high production in the United States is noteworthy. They don’t even drill up to 800 installations; 500 are enough for them. Apparently, the story of sanctions against Russia forced them to become more active. Now we see real US production opportunities. It is possible that they can add another 1 million barrels per day, provided that the price is around 80.00.

Russia will have to think something about tankers, and quickly. Unfortunately, there are no guarantees that new ships will be allowed through. What if the boat is not the right color? On Tuesdays we only allow yellow ones to pass through Danish waters, and this can happen. Or you’ll have to paint everything rainbow…

Русснефть» достроила нефтепровод, который позволит сдавать нефть Варьеганской группы месторождений в магистральную систему через собственный узел на базе активов «Аганнефтегазгеологии» (АНГГ, «дочка» «Русснефти»).

Нефть:

Появились прогнозы о том, что в 24-м году США могут нарастить объемы добычи до 13.3 млн. баррелей в сутки. Сейчас добывается 13.2. Можно сказать куда более «страшные» вещи. Судя по тому, что активных буровых всего 500, а не 800, как раньше, то нарастить могут куда больше, чем 0.1 млн. баррелей в сутки. А учитывая ситуацию, снижение цен на нефть является для США не только внутриполитической задачей.

Читая наши прогнозы, вы могли взять ход виз на рынке нефти от 77.26 до 75.70.

Наши отчеты и прогнозы можно найти здесь.