Архив за 12 мая, 2025

You are an auto mechanic, ten years from now you are walking down the street, a man comes up to you and asks to see what happened to his car. There’s nothing written on you. All you have is your face. That’s what will be recognized by the camera glasses that are connected to the network. But some will hide their faces and their professions. Perhaps analysts will be among them.

Hi. Here’s to technical analysis in spite of the camera glasses!

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:

So, the Indo-Pakistan incident lasted for three days. Wars cannot be fought by the poor and greedy. That’s exactly what happened there, or they realized they couldn’t afford it, “there’s no money”, or they were just stifled by greed. How much does it cost to fire one shot from a machine gun? Yeah, how much?

The US Fed left the rate at the same level of 4.25 — 4.5%. This gives stability, but does not give the bulls room to maneuver. Hopes that now the dollar value will become small and everything will go up again have not been justified yet, which means that there will be no excess demand for oil.

China’s economy has not yet gone down, but as soon as it does, and the hour is near, the Arabs, plus those who have joined them, will greatly regret having started to return to the market the volumes of oil withdrawn earlier. Yes, the shale oil producers in the US are really regretting that the oil market has not been able to consolidate above 75.00. The regret is already turning into a reduction in new well drilling activity. However, what the US loses in production will be made up for by OPEC and its plus.

Цены на нефть выросли во время азиатских торгов в понедельник, продолжая резкий рост прошлой недели.

Нефть:

Итак, после праздников у нас мирные инициативы сильно смахивающие на ультиматумы. Середина недели будет интересной. Кто там с кем встретится в Турции, или не встретится. Посмотрим.

Необъятные Китай и США могут все-таки объять друг друга в объятиях. Ожидание соглашения между лидерами создает позитивный фон на рынке.
Нефть реагирует ростом и если мы увидим взятие 64.40, это может привести к новым надеждам на посещение 70.00, просто потому, что мирное развитие куда лучше конфликтов.

Наши отчеты и прогнозы можно найти здесь.