Архив за 22 января, 2024

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 — 83909 руб./тн., c НДС 20%, (+359 руб./тн.).
В 11:00 Мск., бензин неэтилированный АИ-92-К5, базис поставки Ханты-Мансийский АО — 47340 руб./тн., c НДС 20%, (+290 руб./тн.).
В 11:30 Мск., бензин неэтилированный АИ-95-К5, базис поставки Ханты-Мансийский АО — 55265 руб./тн., c НДС 20%, (-785 руб./тн.).
В 11:30 Мск., пропан-бутан автомобильный, базис поставки Тюменская область — 17500 руб./тн., c НДС 20%, (+150 руб./тн.).
В 12:30 Мск.,гелий газообразный, базис поставки Оренбургская область — 3002 руб./тн., c НДС 20%, (-2 руб./тн.).

Energy market:

While Russian farmers are looking for a way to increase the number of eggs, and indeed how this should be done, India has resumed purchasing pork from Russia. Some people don’t eat pork, others don’t eat beef…

Still others don’t eat swan meat, no, not because they don’t want to, but they simply don’t have it. 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.

Yemeni comrades are firing at all tankers, including those carrying Russian oil, which cannot be considered normal behavior. Some great powers there, recently there are more and more of them, these powers, have launched some kind of operation, but the Houthis themselves have no idea about it. But manufacturers of goods are aware of the loss of profit, and logistics companies and insurers are rubbing their hands once again. Now everything will be transported through Africa. Plus ten days to the delivery time from Asia to Europe.

Denmark hinted at closing its territorial waters to the export of Russian oil and this happened almost immediately after reports emerged that an agreement on fishing in Russian waters by British vessels was terminated. Britain will be without cod, and we will not be able to export our oil. If this happens, prices will go up, and overstocking will occur in Russia, which will be comparable to a catastrophe. Oil production cannot be stopped so easily, and it will be impossible to resume somewhere. We are following Denmark. In general, we keep an eye on everyone.

Russia continues to move away from dollars and euros. We get paid for oil like hell, soon they will be beads, but in this situation beads are also a theme. You can declare it a cultural heritage, put any price tag on it, put it in a warehouse and issue rubles against it, since there is no other security. Yes, and we are waiting for cryptocurrencies as a means of payment for energy supplies. We can also take Argentine pesos and greyhound puppies.

By reading our forecasts, you could take an upward move on RTS index futures from 105000 to 114400.

Коммерческие запасы нефти в США на прошлой неделе уменьшились на 2,492 млн баррелей, сообщило министерство энергетики страны в четверг. Аналитики в среднем прогнозировали сокращение на 313 тыс. баррелей, по данным Trading Economics.

Нефть:

Появилась информация о том, что индийские импортеры требуют от России существенных скидок на нефть, шантажируя тем, что переключатся полностью на венесуэльскую нефть, пусть и более тяжелую, а к нам вернутся через несколько месяцев. По факту, нефти на рынке сейчас много, что и не пускает котировки выше 80.00.

Наши отчеты и прогнозы можно найти здесь.