Архив за 21 апреля, 2025

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 — 67513 руб./тн., c НДС 20%, (+463 руб./тн.).
В 11:00 Мск., бензин неэтилированный АИ-92-К5, базис поставки Ханты-Мансийский АО — 51850 руб./тн., c НДС 20%, (+1950 руб./тн.).
В 11:30 Мск., бензин неэтилированный АИ-95-К5, базис поставки Ханты-Мансийский АО — 57044 руб./тн., c НДС 20%, (+2394 руб./тн.).
В 12:30 Мск.,гелий газообразный, базис поставки Оренбургская область — 863 руб./тн., c НДС 20%, (-40 руб./тн.).

It was raining in the heart of darkness. The gray devil sat on a stone under a canopy of hipbones at the entrance to the cave where the damp charcoal was stacked, flicking his tail time after time, trying to get a spark out of the flint and ignite the damp firewood. Sometimes the flame was lit, but then one of the ragged gargoyles circling nearby flew in from the darkness, flapped its wing and had to start all over again. At one point the devil had had enough of all this, and he went inside, into the rock. Without warmth, in dampness, there was only humble pining. Water continued to pour from the sky.

To sunrise and clear weather. 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.

Energy market:

Oil continued to recover amid the US announcement that no duties will be imposed on Chinese electronics. This means that the rest will not be imposed either, and in general Trump should take a ballot and lie down under an IV. And since that is the case, there is no longer a threat to the world order. Comrade President got nervous… and made a lot of money with his friends on man-made panic.

Unfortunately for the US, the EU will send officials to Beijing. And they will build bridges there, as Trump has left Europe no choice. These are new introductions that are not so bad for Russia, since we are just in between. Besides, the States have forgotten where Washington is and where Berlin is. The US is in no way the center of civilization. It is clear that the 21st century, but no one has canceled the logistical shoulder yet. Modern physics denies it. It may be too late. There’s a 60% chance America is already on the back burner. Yeah, just like that, just like that.

Berlin and Paris could not have dreamed of such a gift, and they are unlikely to miss it. With its science, culture and business savvy, Europe can replace the United States from Sunday to Monday. To be modest, European cities are far more attractive than the American plains. Yeah, it’s expensive. What do you expect?

Минэкономразвития понизило прогноз среднегодовой цены нефти марки Brent в 2025 году в базовом сценарии до $68,0.

Нефть:

Америка пока не проснулась, а значит и стресса на рынке нет. Теперь так живем. В целом перспектива сокращения торговли с США означает замедление экономики. В перспективе это приведет к перепроизводству на фабриках и удешевлению товаров. Однако, при этом не будет жирка, а значит и денег на разработку нового. Таким образом: много современных товаров, которые быстро станут морально устаревшими.

Читая наши прогнозы, вы могли взять ход вверх по индексу РТС от 104120 до 108920 (исполнение), скользящий стоп был на 109000.

Наши отчеты и прогнозы можно найти здесь.