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Thursday, December 5, 2024: Analysis of Key Events and Reports
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Corporate Events in Russia:
Decisions regarding dividend payments or capital increases by Russian companies influence their investment attractiveness; e.g., NKHP’s shareholder meeting concerning dividends could raise investor interest boosting stock prices reflecting overall stock market dynamics positively influencing Russian equities amid changing market sentiments based on corporate actions taken during this period.
In conclusion, December 5th holds significant potential impacts on energy prices along with demand shifts affecting export dynamics alongside stock market trends within Russia; ...
Bessent: Europe Purchases Processed Russian Oil from India
... Framework and Product "Origin"
Substantial Processing:
Changes in product code and characteristics are interpreted as a change of origin.
Compliance:
The supply of products, rather than crude oil, is subject to separate rules and checks.
Risk Appetite ... ... differential to Brent/Dubai, covering long logistics.
GRM of Indian Refineries:
The spread between the cost of barrels and product prices remains attractive.
European Diesel Shortage:
Sustains premiums for middle distillates and demand for imports.
The result ...
Sergey Tereshkin: Adjusting the damper may lead to an increase in exchange fuel prices.
... MARKET marketplace for petroleum products and raw materials.
According to him, the division of the damping mechanism in practice will stimulate the growth of exchange prices: oil companies will be able to increase their margin by inflating the exchange prices for one type of fuel while receiving subsidies for another.
It was previously reported that the government plans to change this rule by splitting the damping payments by fuel type—gasoline and diesel fuel (DF). Exceeding the maximum established price for one type of fuel will not affect payments for the other type.
The damping mechanism compensates part of the ...
Desert Without a Storm: Why Oil Prices Aren't Breaking Records
... between the U.S. and Iran to a coordinated effort by the U.S. and Israel to destroy Iran's nuclear infrastructure and regime change. Another escalation could occur if Iran were to target the energy infrastructure of U.S. allies, such as Saudi Arabia or ... ... traffic through the Strait of Hormuz, which accounts for one-fifth of global oil and gas supplies, he further emphasizes.
Why Prices are Declining
The escalation in the Middle East has occurred, but it had been anticipated by traders, said Alexey Gromov,...
Energy Sector News - Sunday, August 17, 2025: Hopes for Easing Sanction Standoff; Stability in Oil and Gas Markets
... accelerates in the Asia-Pacific countries. However, at the moment, the balance in the European gas market seems stable, and prices remain relatively low. This situation is favorable for Europe’s industry and energy sector ahead of the winter season.... ... agreed to continue consultations at the level of relevant groups and maintain communication channels between the governments.
No changes to the sanction regime have occurred so far: existing U.S. restrictions regarding Russian energy resources remain fully ...